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 Duration 7 hours

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

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