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How do I get my Double set up with the tools they need?
How do I get my Double set up with the tools they need?
Dawna Zike avatar
Written by Dawna Zike
Updated over a week ago

How does my Double help with my calendar and inbox?

At Double, it is best practice to set up your assistant with a matching company email. This enables your Double to schedule, view and edit your calendar events, as well as manage your inbox when necessary. To set up an email address for your Double, follow these instructions.

We recommend creating an email in the following format:

💡 double.{executivename}@companydomain.com

Finally, you can then share the password securely in your password manager for your assistant to access.

How do I give my Double access to my inbox and calendar?

After creating an email address for your Double, we recommend you grant delegate access to your Calendar and Inbox.

How do I communicate with my Double?

Communicating with your Double is easy through the Double App. You can send general chat messages or specific messages related to tasks you’ve created in the app.

If you prefer email, Slack, text, etc please discuss this with your Double on the Onboarding Call. Our Doubles are flexible and are able to accommodate your preferred communication method.

Using the email created, you can then invite your Double to any preferred systems such as Slack, Notion, expense software, etc.

How often should I meet with my Double?

Once you have your Double in all of the necessary tools and systems, we suggest setting up a weekly recurring 1:1 meeting. Whether this is at the beginning or end of the week, we've found that regular check-ins are helpful for staying on top of tasks and reprioritizing when needed.

How do I use 1password?

If you are on an eligible plan that provides a complimentary 1password vault for you and your Double, you will receive the 1password invite after your onboarding call. You must inform your Customer Success Manager that you would like to utilize a 1password vault with your Double. You’ll receive the 1password email invite and you will need to accept the invite.

Once accepted, our team will confirm your account on our end and a vault will be created between you and your Double.

You may use this to share any sensitive information with your Double. Many of our executives use this for login credentials, payment information (travel booking, sending gifts, etc), important documents, etc.

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