ROLE DOSSIER / TRIAGE × PREPARE × COORDINATE × CLOSE

Executive assistant membership stack.

See plan cost, the Lean route, and the human gate for every stage.

Research checked2026-07-3064 official sources monitoredAll role stacks

PURCHASE SIZE / ROLE TEAM

1 operator

Custom

Per-member plans scale with the team; account, site, usage, and one-time plans stay fixed until checkout.

TRIAGE × PREPARE × COORDINATE × CLOSE

Executive assistant

Speed up execution and preserve the decision trail.

Executive assistants triage inboxes and calendars, prepare meetings, produce documents, collect signatures, track follow-through, and supervise AI assistance.

Recommended stack$71.24/ month · 1 person

Lean route$25.83/ month · 1 person

Annual difference$544.92/ year

MEMBERSHIP ROUTE / 5

Recommended memberships

USD · list price

Microsoft 365Email, calendar, Office, files, and meetings

Business Standard1 seat · Per member · Per user, paid yearly; desktop apps and Teams included$14/mo

Adobe AcrobatAdvanced PDF, signatures, and document review

Acrobat Pro1 seat · Per member · Individual annual subscription, billed monthly$19.99/mo

CalendlyScheduling rules and external booking

Standard1 seat · Per member · Per seat, billed yearly$10/mo

SlackTeam coordination and escalation

Pro1 seat · Per member · Per active user, billed yearly$7.25/mo

ChatGPTBriefing, synthesis, and draft support

Plus1 seat · Per member · Billed monthly$20/mo

PLAN DELTA / PROFESSIONAL → LEAN

What changes in Lean.

5 membership changes · $45.41/mo less

Professional and Lean membership comparison for Executive assistant
Tool	Professional	Decision	Lean	Monthly delta
Microsoft 365	Business Standard$14/mo	Remove	Not included	Save $14
Adobe Acrobat	Acrobat Pro$19.99/mo	Remove	Not included	Save $19.99
Calendly	Standard$10/mo	Change plan	Free$0/mo	Save $10
Slack	Pro$7.25/mo	Change plan	Free$0/mo	Save $7.25
ChatGPT	Plus$20/mo	Keep plan	Plus$20/mo	No change
WPS Office	Not included	Add	Pro+$5.83/mo	Add $5.83

FRONTIER WORKFLOW / HUMAN IN LOOP

The work, step by step.

4 controlled stages

01 / TRIAGE

Turn messages, requests, and dates into one controlled queue.

Priority, owner, deadline, dependency, sensitivity, source link, and a proposed next action.

Human gate

The assistant confirms authority, confidentiality, and urgency before routing or replying.

02 / PREPARE

Build a source-linked brief before the calendar event.

Agenda, participants, prior decisions, open questions, annotated documents, and recommended decisions.

Human gate

Open the source material, correct AI synthesis, and separate facts from recommendations.

03 / COORDINATE

Coordinate attendance, context, and fallback paths.

Confirmed attendees, time zones, permissions, meeting link, pre-read, owner, and contingency.

Human gate

Check conflicts, executive preferences, participant access, and sensitive attendee visibility.

04 / CLOSE

Finish documents, signatures, and follow-through as one traceable loop.

Approved PDF, signature status, action log, named owners, due dates, and recoverable archive.

Human gate

A human validates legal meaning, recipients, permissions, and the final send action.

RESEARCH SIGNALS / OFFICIAL SOURCES

What is changing now.

3 monitored sources

Office AI is moving from a separate chat into the work graph.

Microsoft 365 Copilot can reason across work context and operate inside Word, Excel, PowerPoint, Outlook, and Teams, but access and governance remain plan-dependent.

microsoft.com 02

Document answers are becoming source-addressable.

Acrobat AI Assistant returns cited answers and lets reviewers jump back to the supporting passage instead of treating summaries as untraceable truth.

helpx.adobe.com 03

Coordination workflows can be generated, but publication stays human.

Slack can draft onboarding and coordination workflows from prompts and add AI steps before a workflow manager reviews and publishes them.

slack.com