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✅ Today's Checklist: Turn meeting recordings into action-ready summaries Set manager boundaries that actually stick Why networking isn't optional (even for introverts)
🤔 Riddle me this: Plucked from a fruit, bitter like a root, burning and bold, or even cold when sold. What am I? (Find the answer on the bottom). |
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Get More Out of Every Meeting (Without Doing More) |
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🧰 What You'll Need: Gmail or Outlook (where invites and follow-ups live) Zoom, Google Meet, or Microsoft Teams (with transcription turned on) Tactiq (a free Chrome extension that auto-captures Meet transcripts) ChatGPT or Claude.ai (your summarizing sidekick) Notion or Google Docs (to store + share your recaps)
🪜 Your Plug-and-Play Workflow: Record + transcribe the call Zoom: Turn on Audio Transcript Google Meet: Add Tactiq for automatic transcripts Teams: Enable Meeting Transcription
Copy the transcript. Export it post-call or grab it from your Tactiq dashboard. Pick your AI tool. Paste the transcript + use this prompt:
You are a(n): (e.g., Project Lead, Client Success Manager, EA)
Based on: (paste transcript, notes, or outline)
Please summarize using this structure: Executive Overview (2–3 lines) Key Decisions Action Items (with owner + due date) Follow-ups or Open Questions
Style it: (e.g., professional, friendly, client-ready)
If needed: "Ask me any clarifying questions before starting." Drop the summary in your doc tool. Google Docs, Notion—whatever works. Add a TL;DR at the top if you want to be extra helpful.
💡 Need a polished version for clients or leadership? Prompt remix: "Turn this into a client-facing summary. Friendly, clear, under 300 words."
Level-up move: Use Zapier or Power Automate to send transcripts straight to your notes folder.
Set up a Zap like this: Trigger: New Zoom recording is available
(Or use Gmail: "New email from Zoom" with transcript download link)
Action: Upload file or email content to a destination like: Google Drive Notion (via integration) Google Docs
Optional: Add a second action to ping you in Slack or email when it's done.
Tip: Add filters so it only runs for meetings with "[RECAP]" or another keyword in the title.
🔗 Try this starter zap: Zoom → Google Drive
For Microsoft users, do this with Power Automate: Trigger: "When a Teams meeting ends" or "When a file is created in OneDrive" Condition (optional): Only if the file contains "Transcript" in the name Action: Copy the transcript file to a specific OneDrive or SharePoint folder Extra Credit: Add an action to auto-tag or rename the file based on the meeting title
🔗 Explore pre-built flows: Power Automate for Teams |
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The Harassment Training That Actually Sticks |
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Keeping up with harassment laws across 50 states is hard enough. Making sure your training actually sticks? Even harder.
Preventing Workplace Harassment by Traliant turns mandatory compliance into meaningful learning (with zero snooze factor).
Why HR teams trust it:
✔️ 50-state compliant, legally vetted, and continuously updated 🎯 Tailored content by industry and region 🎬 Story-driven training that drives real behavior change 🔁 New content annually—no outdated clips or clichés 📊 Built-in tracking tools that simplify rollout and reporting
Join 14,000+ organizations using Traliant to stay compliant, reduce risk, and foster safer, more respectful workplaces.
👉 You can trial the course first here. |
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Being The Go-To Shouldn't Cost You Your Whole Day |
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A reader recently wrote in with this challenge:
"Figuring out how to set better boundaries with direct reports who constantly ping me."
You love being the go-to. But being always-on isn't sustainable (or strategic). When your day gets hijacked by constant pings, quick asks, and "just a secs," it chips away at your time, your focus, and your patience.
You're not just drained—you're distracted from the work that actually moves things forward.
Setting boundaries with your team doesn't make you cold or unavailable. It makes you a stronger, steadier leader. One who protects their time and empowers their people.
Here's how to do it clearly, kindly, and without guilt:
🧭 Step 1: Start with a "resentment audit"
Executive coach Melody Wilding recommends doing a "resentment audit": a quick gut check to spot where your energy is leaking. Those small moments of frustration? They're signals—not weaknesses.
Write down when you feel interrupted or stretched too thin. Is it a certain time of day? A pattern with one team member? That's your starting point.
🗣 Step 2: Make it a team convo
Boundary-setting isn't just a solo move. It works better when your team is part of the process. Research shows that boundaries stick when they're framed as shared norms, not mandates.
Try this script:
"I've noticed that unexpected pings during focus time make it harder for me to support everyone effectively. Let's try this: I'll block 10–2 for heads-down work. Urgent stuff? Tag it 'urgent.' Everything else goes in our shared doc, and I'll review it by 3 pm."
Simple. Clear. Repeatable.
🗓 Step 3: Design your availability
Productivity expert Ashley Janssen suggests creating visible structure with focus blocks and office hours to help your team know when it's the right time to reach out. She recommends scheduling deep-work sessions, communicating availability proactively, and encouraging batching over constant back-and-forth.
Ideas to try: Block calendar time labeled "Deep Work—Please Avoid Interrupting." Set "office hours" on Slack or Teams for real-time questions Pin a weekly "Ask Me Anything" doc or thread for non-urgent items
📲 Step 4: Let your tools do the talking. Use tech to reinforce your boundaries, so you're not repeating yourself all day. Auto-set your Slack status to "Heads-down until 2 pm; Urgent only." Enable Do Not Disturb during your deep work windows Use a shared team questions doc for non-urgent asks Have ChatGPT draft starter replies for FAQs or repeat coaching convos
Consider sharing your communication norms in a pinned post or onboarding doc.
💬 Step 5: Coach your team to think first
Frequent pings are often less about urgency and more about hesitation. Your direct reports may just need permission to pause, reflect, and trust themselves first.
Use this script to help reframe their default:
"Before you ping me, ask:
Over time, this builds confidence and reduces noise—not just for you, but for your team. Most new managers wrestle with this exact dynamic, but how you respond teaches your reports how to lead, problem-solve, and respect boundaries, too. |
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Stop Letting Excel Intimidate You |
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You don't need to be a spreadsheet wizard to work smarter.
You just need Miss Excel (and one free hour).
Miss Excel's free class is packed with hacks for Pivot Tables and Data Visualization that'll save you hours every single week.
Whether you're trying to impress your boss, clean up a messy report, or finally feel confident opening Excel…this is your chance.
In just 60 minutes, you'll learn how to:
📊 Turn messy data into clear visuals (no more screenshot charts) 📌 Build Pivot Tables that do the work for you ⚡ Unlock time-saving tricks that make Excel way less annoying
No fluff. No overwhelm. Just tools you'll actually use.
Reserve your seat here (Replay included!) |
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"Network! Even if meeting new people is way out of your comfort zone (I'm talking to you, my fellow introverts), the answer to your next issue or your next job could be at stake. If you are at a business gathering or conference, don't be a wallflower—you are getting paid to interact. Share contact information; send a message when you're back home; build your own list of individuals who you can get help from (and whom you can help). It isn't always what you know; it's who you know (and can ask for help from)." |
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| Michele D (Associate Registrar) |
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Stuff We're Loving This Week |
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Your Next Gig = One Click Away |
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Here's how to update your preferences in just a few quick steps: Click the link below and on the "Update Your Preferences" page, click the "Email me a link" button. Open the email with the subject line "The Assist Subscribers: Update Profile" and click the link inside. Choose the weekly email newsletters you'd like to receive from us (Tues, Wed, Thurs, Sat). Click "Update Preferences" to save your changes—and you're all set!
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