Modern Tools, Continuous Learning
The role is evolving fast. I keep current so leaders don't have to
I actively master new platforms, AI tools, and workflow systems that extend executive leverage. I bring that fluency into every partnership.
AI & Writing
- ChatGPT
- Claude
- AI-assisted drafting
- Summarization
- Research support
- Prompting
Workflow & Project Management
- Notion
- ClickUp
- Monday.com
- Airtable
- Asana
Scheduling & Communication
- Calendly
- Google Workspace
- Microsoft Office / Outlook
- Slack
- Zoom
- Fathom AI
Creative & Documentation
- Canva
- Google Docs
- Slides
- SOPs
- Internal documentation
Secure Documents & Data Rooms
- Board & investor materials
- Due diligence data rooms
- Permissioned file repositories
- NDAs & confidential documentation
- Document modernization (paper-to-cloud)
Travel, Expense & Office Ops
- SAP Concur
- Domestic, international & private travel
- Vendor negotiation
- Facilities & onboarding coordination
- Multi-state office operations
Automation & Systems
- Zapier
- Workflow automation
- Process mapping
- Tool evaluation
A new tool only earns its keep if it gets used. I pick the simplest system the team will actually open, and drop anything that adds steps without adding clarity.