<aside> 📝 In this list are the top 10 most common tasks that Athena EAs do for the Levels Team as of June 27, 2022! Read through these delegations and ask yourself: which of these could I pilot in my own workflows?

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These are primarily re-occuring or ongoing delegations!

1. Inbox Management

   Examples:

   1. EAs organize your email by deleting unwanted emails. Process page: Inbox Triage
   2. EAs pre-draft emails and creating labels. Process page: Inbox Management

2. Calendar Management

   Examples:

   1. EAs take over your calendar by organizing and scheduling meetings. Process page: Deep Work Calendar Block
   2. EAs free up your schedule and color-code events. Process page: Calendar Management

3. Data Management

   Example:

   1. EAs collect, keep, and organize data for you. The cadence for this task depends on the task itself. Process Page: Cabal Migration

4. Project Management

   Example:

   1. Monitor a project for you. EAs make sure that your project is on the right track and everything is updated. This depends on the project. The cadence for this task could be daily or weekly.
   • Process Page:
     • New Assemblage Preps
     • Google Fit / Apple Health
     • Update Content Metrics weekly

5. Research

   Examples:

   1. EAs do general research about any topic or project that you need to research. Here are some examples of research done by EAs:
   • Process Pages:
     • Book Translation Research
     • HIPAA/HITECH Research
     • Marketing and E-Commerce Research

6. Client’s Day Ahead Updates

   Example:

   1. Sending a summary of updates on projects/tasks currently being worked on. This is done daily.
   • Process Page:
     • Levels Team Member’s Day-Ahead and End-of-week Updates

7. CRM

   1. Keeping and maintaining a CRM. This is done as needed but is usually done daily.
   • Process Pages:
     • CRM Management
     • Adding Contacts to CRM

8. Meeting Bios & Meeting Prep

   Examples:

   1. Meeting Bios: EAs create a bio of the person you’ll have a meeting with. It includes all the necessary information you need to know about the person. This gets sent to you two days or a day before your meeting. Usually done as needed (every time you have a meeting with someone new). Process page: Meeting Bios
   2. Meeting Prep: EAs prepare everything you will need for your meetings. This depends on the Levels Team’s preference. Done as needed. Process page: Meeting Bios for Calls

9. Uploading documents, photos, and audio. (Anything you want to be uploaded)

   Examples:

   1. Uploading documents process pages:
      • Upload docs to DocuSign
      • Uploading to Advarra
   2. Uploading photos and audios process pages:
      • Uploading Audio to YouTube
      • Uploading photos to Meetups

10. Uploading Brex Receipts

    1. EAs upload Brex receipts to your Brex account. This is done as needed.

    Process pages:

    • Uploading Brex Receipts
    • Brex Receipts

1️⃣ Top 10 One-time Tasks:

The one time-tasks can also be huge un-locks! Here are 10 examples of one-time delegations.

1. Program cards reorganization in Notion (Completed)
2. Swap audio links to Spotify (Completed)
3. Book Translation Research (Completed)
4. Blog Tags Sweep (Completed)
5. Action Items Follow Up (Completed)
6. Series A Fundraise Threads List (Completed)