Understanding Coordination Requests

Coordination requests allow you to schedule meetings on behalf of someone else, without being added as an attendee.

This is especially useful for executive assistants, operations teams, or anyone coordinating meetings for others.

What is a Coordination Request?

A coordination request happens when you ask Workmate to schedule a meeting for someone else.

Instead of treating you as an attendee, Workmate understands that you are coordinating the meeting.

What Happens Automatically

When a coordination request is detected, Workmate will:

• Assign you as the Coordinator

• Exclude you from the calendar invite

• Schedule the meeting for the correct participants

• Set the appropriate person as the organizer

This ensures meetings are created cleanly, without unnecessary attendees.

Coordinator vs Attendee

Understanding this distinction is key:

• Coordinator → Organizes the meeting but does not attend

• Attendee → Participates in the meeting

Workmate automatically assigns these roles based on how the request is made.

When Does This Happen?

Workmate identifies coordination requests when you clearly indicate that you are scheduling for someone else.

Common examples include:

• “I’m scheduling a meeting for [Name]”

• “Can you find time for them?”

• “Setting this up on behalf of…”

In these cases, Workmate understands that you are not part of the meeting.

Why It Matters

Without coordination logic, assistants are often:

• Added to meetings they are not attending

• Included in calendar invites unnecessarily

• Creating clutter in scheduling workflows

Coordination requests solve this by ensuring:

• Clean calendar invites

• Correct roles for each participant

• More efficient scheduling