Personal AI Assistant: Your Own AI Helper for E-mail, Calendar and Research Training Course
A personal AI assistant is configured to align with an individual's specific operational requirements, including communication style, priority levels, recurring duties, and information sources. This course demonstrates the implementation of such a system for government contexts, utilizing standing instructions, integrated tools, and established routines for correspondence management, meeting preparation, scheduling, and research, while maintaining strict oversight over automated actions.
This instructor-led, live training (delivered online or onsite) is designed for professional-level personnel seeking to establish a personal AI assistant to support daily administrative functions.
Upon completion of this training, participants will be equipped to:
- Define the assistant’s scope, tone, and operational rules within standing instructions
- Connect e-mail, calendar, documents, and notes with controlled access parameters
- Triage and draft e-mails in the user’s established style, retaining manual approval prior to transmission
- Prepare meetings and follow-up actions with documented summaries and task lists
- Execute recurring research and briefing protocols
- Establish boundaries for data usage, access permissions, and human oversight
Course Delivery Format
- Live instructional demonstrations
- Hands-on configuration of each participant’s personal assistant environment
- Collaborative exercises utilizing real-world correspondence and meeting scenarios
- Development of a personal routine plan for initial implementation
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
Course Outline
Overview
- Current capabilities of personal assistants in administrative workflows
- Comparative analysis of available tools and methodological approaches
Foundational Configuration
- Establishing standing instructions for role, tone, priorities, and operational rules
- Management of memory, project contexts, and reusable information
- Practical application: Drafting an assistant operational brief
Correspondence and Scheduling
- Secure integration of communication accounts
- Workload triage, draft generation, and follow-up reminders
- Enhanced scheduling support
- Practical application: Processing a sample inbox with defined approval checkpoints
Meetings and Documentation
- Creation of preparation briefs and structured agendas
- Capture of summaries, decisions, and actionable items
- Practical application: Converting meeting notes into tasks and correspondence
Research and Information Briefings
- Establishing recurring topic-specific briefing protocols
- Verification of sources and data integrity
- Practical application: Implementing a weekly briefing routine
Oversight and Data Privacy
- Configuration of permissions and data handling standards
- Pre-dissemination review and quality assurance
- Development of a personal routine and oversight plan
Requirements
- Regular utilization of e-mail, calendar, and document management systems
- Basic familiarity with AI chat assistants
- No programming experience required
Target Audience
- Executives, managers, founders, and independent contractors with high volumes of correspondence and meetings
- Administrative assistants and project coordinators
- Knowledge workers seeking a personalized and reusable AI configuration
Runs with a minimum of 4 + people. For 1-to-1 or private group training, request a quote.
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Testimonials (1)
The trainer is patient and very helpful. He knows the topic well.
CLIFFORD TABARES - Universal Leaf Philippines, Inc.
Course - Agentic AI for Business Automation: Use Cases & Integration
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