Welcome

Personal Assistant helps you capture everything, triage it quickly, and turn it into **clear next actions**.

Use it for:

• **Inbox triage**: new items → reply, waiting, done (with keyboard shortcuts)
• **Tasks + delegation**: assign tasks to contacts, follow up, and track status
• **Reminders**: time-based nudges, recurring items, and “don’t forget” lists
• **Email + Calendar**: connect accounts, sync, and act on messages/events
• **Automation rules**: reduce repetitive triage and keep your system clean
• **Notes + Docs**: keep reference material, meeting notes, and documents in one place

The recommended setup (15 minutes)

1. **Create your workspace** and invite members if needed.
2. Open **Connectors** and connect the services you want (Email, Calendar, WHOOP).
3. Go to **Inbox** and start triaging:

• Reply items you can reply to now
• Mark items you’re waiting on as Waiting
• Convert items into Tasks / Reminders when you need action later

1. Add your first **Automation rule** (example: auto-tag newsletters, or route finance emails).

Key habits

• Capture fast, triage daily, keep “waiting” honest, and close loops.
• Use **Search** as your “single source of truth” to find anything across modules.
• Create a weekly review using **Reports**.