AI Quick Start for Executive Assistants
One evening of practical AI for inbox, calendar, briefings, and travel
Use everyday AI tools to triage an executive inbox and calendar, build briefing packs, turn meeting notes into tracked actions, and draft in your executive voice without breaching confidentiality.
At a Glance
Who it's for
- Executive assistants and personal assistants supporting one or more executives
- Board and committee secretaries preparing papers and minutes
- Office managers who combine executive support with operations
- Team and project administrators managing complex diaries and logistics
- Chiefs of staff and executive officers in small organisations
Course Details
Course Overview
Executive assistants absorb a volume and variety of work that almost no other role does: an inbox that never empties, a calendar with four competing claims on the same hour, briefing packs due before a flight, minutes that must become tracked actions, and correspondence that has to sound exactly like the executive rather than like you. This four-hour evening course shows how ordinary AI tools genuinely help with that specific workload. You will practise triaging and summarising a crowded inbox, resolving calendar conflicts with well-constructed options, assembling a one-page briefing pack from scattered source material, converting rough meeting notes into an owner-and-due-date action list, and drafting in a captured executive voice so the output needs editing rather than rewriting. Travel and event logistics get their own segment, because itineraries, agendas, run sheets, and contingency plans are exactly the structured drafting AI does well. The closing module deals with the part of this role that AI makes riskier: confidentiality. Board material, remuneration, personal contact details, health matters, commercial negotiations, and anything market-sensitive have clear boundaries under the Privacy Act 1988 and ordinary corporate obligations, and we cover how to keep the assistance while keeping the confidence. The price is 395 AUD including GST, in a single Wednesday evening session.
What You'll Learn
Course Curriculum
Module 1: Inbox and Calendar Triage
1 hour- A five-part prompt structure applied to a real triage task, start to finish
- Sorting a crowded inbox into decisions, delegations, replies, and noise, with a daily summary format
- Drafting holding replies, escalations, and polite declines that protect the executive time
- Resolving calendar conflicts by generating options with the trade-offs stated rather than asking for a decision
- Preparing a daily and weekly diary brief the executive can read in ninety seconds
Module 2: Briefing Packs and Meeting Actions
1 hour- Building a one-page briefing pack from scattered emails, attachments, and prior papers
- Writing background, issue, options, and recommendation sections that survive executive scrutiny
- Turning rough meeting notes into a clean action register with owners, due dates, and decisions
- Drafting minutes and board or committee summaries at the right level of detail
- Fact-checking discipline: catching invented figures, dates, and attributions before the pack goes out
Module 3: Travel, Events, and Drafting in an Executive Voice
1 hour- Building travel itineraries with time zones, connections, buffers, and contingency options
- Producing event run sheets, agendas, and briefing notes for offsites and stakeholder visits
- Capturing an executive writing voice from past correspondence and reusing it as a reliable instruction
- Drafting sensitive correspondence such as apologies, declines, and follow-ups in that voice
- Knowing when to stop: the messages an executive must write personally, and why
Module 4: Confidentiality Boundaries in an Executive Support Role
1 hour- The red-line list: board and remuneration material, market-sensitive information, personal contact and health detail, legal advice, commercial negotiations, and anything under embargo
- Personal information and the Australian Privacy Principles under the Privacy Act 1988, in plain language
- What happens to text you paste into a consumer AI tool, and why free accounts are the highest-risk option
- Sanitisation patterns: anonymising participants, generalising figures, and splitting a task so the sensitive part never leaves your system
- Agreeing the boundary with your executive up front, and what to do when something has already been pasted
Who Should Attend
- Executive assistants and personal assistants
- Board secretaries and committee support officers
- Office managers with executive support responsibilities
- Team administrators and project coordinators managing complex diaries
- Chiefs of staff and executive officers in small organisations
- Reception and administration staff moving into executive support roles
Prerequisites
Before enrolling, please ensure you meet these requirements:
- • Day-to-day responsibility for an executive diary, inbox, meeting cycle, or travel arrangements
- • Comfortable using email, calendar software, and a word processor
- • Access to a general AI assistant, or willingness to create a free account before the session
- • No technical, programming, or prior AI experience required
- • Prompt Engineering Basics is helpful but not required
Delivery, Format and Logistics
Delivery Mode
Live online evening session, Wednesday 6-10pm
Maximum 20 participants so everyone works on their own real scenarios
What You'll Need
- Computer with a working microphone and internet access (minimum 10 Mbps)
- Access to at least one general AI assistant such as ChatGPT, Copilot, Claude, or Gemini
- Two or three real examples of your own work with names and confidential detail removed
- Day-to-day responsibility for an executive diary, inbox, or meeting cycle
- No technical or prior AI experience required
What You'll Receive
- 4 hours of live, instructor-led training in one evening
- Hands-on exercises using realistic executive support scenarios
- An executive assistant prompt library covering triage, briefings, minutes, and travel
- A briefing pack template and a meeting action register format
- A one-page confidentiality red-lines card for executive support work
- Certificate of completion suitable for continuing professional development records
- Live Q&A throughout, with a dedicated segment on your own scenarios
Frequently Asked Questions
Not Ready to Enrol?
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25 per cent off with promo code AISEP26 at checkout, until 8 October 2026.
Secure payment via Stripe · Promo codes accepted
Next Intake
Wednesday 23 September 2026 at 6:00 pm
3 dates scheduled this cohort
Format
Live online evening session, Wednesday 6-10pm
Group & Enterprise Options
Discounted rates available for teams of 3+ delegates. Contact us for in-house delivery options.
Join the waitlist
AI Quick Start for Executive Assistants — September 2026 cohort
What's Included
- 4 hours of live, instructor-led training in one evening
- Hands-on exercises using realistic executive support scenarios
- An executive assistant prompt library covering triage, briefings, minutes, and travel
- A briefing pack template and a meeting action register format
- A one-page confidentiality red-lines card for executive support work
- Certificate of completion suitable for continuing professional development records
- Live Q&A throughout, with a dedicated segment on your own scenarios
Have questions about this course?