More Conversations | Coordinate with your Exec Admin

🎙️ The Conversation

It can be challenging for the business executive and their support team and admin to stay in sync throughout the day. As you go from one meeting to another, and schedules are often changing — quick voice notes enable you to easily and quickly convey instructions, requests, or updates and clarify anything that needs clarification while you’re on-the-go.

Follow the steps below to create a Conversation to maintain an open line of communication with your executive admin.

Create the Conversation

1. From the app Home screen, tap the “+” to create a Direct Message. (If you want to be able to add more people on the team to the conversation later, create a Named Conversation.)
   1. Add your admin via their email address and hit create.
2. Send a first message to explain what you’ll be using the conversation for and any relevant rules of engagement - or, just share your first note!

📨 Your Executive Admin will receive emails when messages are shared into the Conversation. They can listen and reply from their browser when convenient for them. The emails also provide links to download the app if they prefer.

Quick tips

• Use threads to keep topics organized. For easier-to-follow dialogue, send a new message in the Conversation to start a new thread for each distinct discussion topic. If you want to continue a discussion, hit “reply” to reply to the message in a thread.
• Set a Discussion Topic on new messages to keep threads organized. More about Discussion Topics.
• Copy & paste transcripts right into your workflow, whether that’s a CRM, chatGPT, an email or another document.

Need more control and management over your Conversations? Try creating a workspace for your team. Then, create your conversations within that workspace. Along with more control and management over content and members, it also provides a directory of Conversations and People for members to added to the Workspace.

To create a new Workspace:

1. From the app Home Screen → Tap the “+” button and select “New Workspace”.
   1. Name the Workspace. For example: <Company or Group Name> Leadership Team
   2. Add emails of relevant people to invite them.
   3. Enter the names for relevant Conversations such as “Admin Support”, “Product”, “Legal”, “People Ops”, “Marketing”, etc. and hit “Done”.
2. Tap into each Conversation and add the relevant people into each Conversation.
   1. Send a first message as appropriate.
   2. Tap the Conversation header at the top of the Conversation to get to settings to adjust Conversation visibility within the Workspace.

More about Workspaces and Conversations.