Personal Assistant

Many busy executives employ personal assistants to filter out unimportant emails and sort emails for easier access. The volume of email to an executive's inbox can become so large that more than one person is needed to manage it effectively, making it challenging to keep the inbox organized.

The most critical aspect for personal assistants is ensuring that every task is tracked and nothing is overlooked. This can be achieved through a robust system for organizing and prioritizing tasks. Unfortunately, the native features of email platforms like Outlook are often insufficient for this purpose, as they lack advanced organizational capabilities and are susceptible to human error. On the other hand, external project management tools are overly complicated, offering many unnecessary features and being detached from the core email workflow.

SBX is an excellent tool to help streamline communication and organization between multiple assistants and their superior. SBX enables the assigning, tracking, and managing of tasks directly within the Outlook interface, which greatly reduces the risk of missed or mismanaged emails.

One of our clients was using a personal Outlook inbox with shared access. Transitioning to an external project management system proved cumbersome, as converting emails into tasks manually was error-prone and automating the process resulted in an overload of unnecessary tasks. Discovering SBX was a game-changer for them; it allowed for seamless tracking and organization of emails, ensuring that all critical tasks were managed efficiently and accurately. They initially worried about how to move from a personal inbox to a group inbox. Luckily, a suitable solution was available. A new group could be created and all members who help the executive handle emails could be added to it, including the executive themselves. Next, the executive’s Inbox can be configured so that all their emails are forwarded to the group address, with a copy retained in their own inbox.

Using this configuration emails forwarded to the group do not have any "FW" or similar tag in the subject line. The executive can keep working as they are used to or if they wish, check up on the status of emails in the assistants inbox. At the same time the assistants benefit from the opportunities for organization and access control that a group with SBX provides.

SBX stands out as an ideal solution for personal assistants who need to maintain a high level of organization without the complexity of external tools. By integrating directly with Outlook, it simplifies the process of task management, ensuring that no detail is overlooked, and every task is given the attention it requires.