Getting Started Guide

In the below pages we are guiding you to an optimal setup of OrganAise.

  1. Sign Up:

  • Visit the OrganAise website.

  • Enter your name, location, email,

  • Choose your subscription plan and proceed with checkout

  1. Select Your Use Case:

  • Indicate your primary use case (e.g., portfolio professional, executive assistant, board professional, generalist, student).

  1. Connect Calendars:

  • Link your Google, Microsoft, and Apple calendars to OrganAise.

  1. Complete Your Profile:

  • Fill in your profile details, including your role and any relevant information.

  1. Connect Productivity Tools:

  • Integrate web conferencing tools (e.g., Zoom, Microsoft Teams).

  • Connect note-taking and productivity tools (Roadmap)

  1. Invite Stakeholders:

  • Add stakeholders from your phonebook or manually.

  • Group stakeholders for ongoing collaboration.

  • Send invitations to stakeholders to join your OrganAise plan as Freemium Stakeholder

  1. Create Scheduling Links:

  • Set up scheduling links for meetings.

  • Share these links with stakeholders and expose the scheduling link on LinkedIn or other platform where you like meeting scheduling to be accessible

  1. Manage Your Calendar:

  • Review and organize your calendar.

  • Create meeting types and assignment-based categories.

  1. Use AI Assistant:

  • Familiarize yourself with common use cases.

  • Follow prompt guidelines and best practices.

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