About this session
Executive and administrative professionals operate at the center of a constant flow of information. Meetings need context before they happen and actions after they finish.
Calendars reflect competing priorities. Documents need summarizing.
Stakeholders need responses. Travel, events and recurring administrative processes all require detailed coordination — often while sensitive information is moving through the same working day.
AI can reduce some of that load. It can organize notes, compare documents, prepare draft briefings, structure agendas, suggest questions, turn approved information into follow-up and help create repeatable administrative templates.
But strong administrative support depends on context that AI may not have: why one stakeholder matters today, which meeting can move, which detail is confidential, what the executive has already promised and when an unusual situation requires human judgment.
Participants learn to use AI as preparation and coordination support rather than an autonomous executive proxy. They examine how to give AI enough approved context to be useful while maintaining strong information boundaries.
They practice using AI across meetings, communication, scheduling preparation, briefings and recurring administrative work while confirming facts, actions and commitments before anything is relied upon.
Finally, participants build a stronger support system around their work. They identify repeatable tasks, create templates, improve handoffs and use AI to reduce avoidable administrative effort.
The goal is not an automated assistant. It is a professional with more capacity for anticipation, judgment, relationships and the high-context work that excellent support requires.
What your people take away
- Use AI to prepare meetings, briefings and administrative material without losing important executive context
- Reduce post-meeting administration by organizing reviewed notes, decisions, actions and follow-up
- Support inbox, calendar, travel and event preparation while keeping commitments and priorities human-controlled
- Create clearer templates, checklists and recurring administrative practices with AI support
- Protect confidential executive, employee and organizational information when choosing AI tools and inputs
- Use AI to create more capacity for anticipation, relationship management and high-value executive support
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What each length covers
30 minutes
30 Minutes — Key Points: Prepare the Day With Better ContextA focused 30-minute session on three key points from Prepare the Day With Better Context: build stronger briefing notes, prepare the meeting and organize information before it becomes overload.
- Build stronger briefing notes
- Prepare the meeting
- Organize information before it becomes overload
60 minutes
Use AI to Take the Admin Out of the AdminA focused introduction to AI-assisted executive and administrative support. Participants work through briefing preparation, meeting follow-up and one recurring admin task and build a practical use plan with clear confidentiality and human-review boundaries.
- AI opportunities in administrative work
- Executive context
- Briefing notes
- Meeting preparation
- Meeting summaries
- Action tracking
- Follow-up
- Inbox support
- Confidentiality
- Templates
- AI Admin Support Planner
- Live Q&A
90 minutes
AI Across the Executive & Administrative WorkdayThe extended session follows AI use across briefings, meetings, inbox support, communication, scheduling, travel, events, documentation and recurring administrative work.
- Executive briefings
- Meeting preparation
- Agenda support
- Document summaries
- Action extraction
- Decision records
- Follow-up
- Inbox support
- Calendar preparation
- Travel planning
- Itineraries
- Event coordination
- Templates
- Checklists
- SOPs
- Knowledge transfer
- Administrative measurement
- Live Q&A
3 hours
Full day
AI for Executive Assistants & Administrative Teams LabA hands-on full-day workshop covering all four modules. Participants use AI across realistic executive-support and administrative scenarios involving briefings, meetings, communication, logistics and recurring support processes.
- Module 1 — Prepare the Day With Better Context
- Module 2 — Coordinate Meetings, Actions & Communication
- Module 3 — Use AI to Support Complex Logistics
- Module 4 — Build a Smarter Administrative Operating System
- Executive Briefing Builder
- Meeting Preparation Exercise
- Document Summary Review
- Action & Decision Extraction
- Follow-Up Drafting
- Inbox Triage Scenario
- Calendar Tradeoff Exercise
- Travel Itinerary Review
- Event Coordination Scenario
- Exception Planning
- Admin Template Builder
- Handoff Design
- Administrative Knowledge Map
- AI Admin Measurement Plan
- Live Q&A
Also available as a 4-week or 8-week program, for change that lasts. Ask us about it.
What’s covered
Prepare the Day With Better Context
- Build stronger briefing notesParticipants use approved information to prepare concise briefing notes covering purpose, participants, relevant history, decisions required, open questions and supporting material.
- Prepare the meetingAI can help turn approved background information into agenda options, talking points, question lists and preparation checklists.
- Organize information before it becomes overloadParticipants use AI to classify, summarize or structure appropriate information across notes, documents and recurring updates.
- Anticipate without inventingAI can help generate possible questions, dependencies or preparation gaps that may deserve attention before an important meeting or event.
Coordinate Meetings, Actions & Communication
- Turn reviewed notes into actionParticipants use AI to help structure meeting notes into proposed decisions, actions, owners, dates and open questions.
- Draft follow-up with contextParticipants use confirmed meeting information to create concise follow-up messages, action summaries and stakeholder updates.
- Support inbox organizationWhere employer-approved tools allow, AI can help summarize message threads, identify topics or prepare draft responses for human review.
- Keep the record straightParticipants distinguish informal notes from confirmed decisions and create clear records where continuity matters.
Use AI to Support Complex Logistics
- Prepare calendar optionsParticipants use AI to help organize scheduling constraints, meeting requirements, travel time and possible alternatives where employer-approved tools support the task.
- Prepare travel & itinerariesAI can help structure travel requirements, compare supplied options, draft itineraries and prepare trip checklists.
- Support event coordinationParticipants use AI to create draft timelines, task lists, run-of-show documents, stakeholder communications and contingency prompts for meetings or events.
- Prepare for exceptionsExecutive support frequently involves last-minute change.
Build a Smarter Administrative Operating System
- Find the repeatable workParticipants identify recurring administrative tasks such as meeting preparation, weekly reporting, event coordination, travel preparation, onboarding support or information requests.
- Create templates & checklistsAI can help turn successful administrative approaches into reusable templates, checklists, briefing structures and standard operating guidance.
- Improve handoffs & knowledgeParticipants use AI to help structure handover notes, recurring process documentation and administrative knowledge so important context does not live only in one person's memory.
- Measure whether the support got betterParticipants examine preparation time, rework, missed actions, response effort, coordination quality, information clarity and stakeholder experience rather than measuring AI use alone.
Tools and materials
- Executive Briefing Builder
- Executive Context Map
- Meeting Preparation Planner
- Document Summary Review
- Action & Decision Confirmation Check
- Decision Record Builder
- AI Follow-Up Builder
- Inbox Context Review
- Calendar Option Planner
- Travel Preparation Guide
- Logistics Verification Checklist
- Recurring Admin Work Map
- Administrative Template Builder
- Knowledge & Handoff Planner
- Administrative AI Playbook
Who it’s for
- Executive assistants supporting senior leaders and complex stakeholder environments
- Administrative professionals coordinating meetings, communications, travel and recurring business processes
- Personal assistants and business support professionals seeking practical AI applications for high-volume coordination work
- Team coordinators and department administrators responsible for information, logistics and follow-through
- Office management and business support teams building more consistent administrative practices
- Organizations introducing AI tools and wanting administrative professionals to use them effectively without weakening confidentiality or professional judgment
How booking works
- Book online. Create a free Workbliss profile, then pay with session credits, by card or by invoice.
- Pick a date. Choose a date at least 14 days ahead, or book now and set the date later. Need it sooner? Email hello@workbliss.ai and we’ll see what we can do.
- Choose your expert. Within 3 working days, we send you profiles of the experts available for your date.
- We deliver it. Your expert is briefed on your people and goals, then runs the session live online or at your site.
Questions about Run the Day Smarter: AI for Executive Assistants & Administrative Teams
How long is Run the Day Smarter: AI for Executive Assistants & Administrative Teams?
Run the Day Smarter: AI for Executive Assistants & Administrative Teams runs as 30 minutes, 60 minutes, 90 minutes, 3 hours or full day. You choose the length when you book. A 30-minute session covers three key points from Prepare the Day With Better Context: build stronger briefing notes, prepare the meeting and organize information before it becomes overload. A 60-minute session covers Prepare the Day With Better Context in full, with a live Q&A. A 90-minute session adds Coordinate Meetings, Actions & Communication. A 3-hour session adds Use AI to Support Complex Logistics. A full-day session adds Build a Smarter Administrative Operating System. It is also available as a 4-week or 8-week program.
Can Run the Day Smarter: AI for Executive Assistants & Administrative Teams be delivered online or in person?
Yes, both. It runs live online, so every office can join at the same time, or in person at your site, in any country.
How do we book Run the Day Smarter: AI for Executive Assistants & Administrative Teams?
Create a free Workbliss profile with your work email, then open Run the Day Smarter: AI for Executive Assistants & Administrative Teams to see the price for each length and book it. You can pay with session credits, by card or by invoice, and choose a date at least 14 days ahead, or set it later. Need it sooner? Email hello@workbliss.ai and we’ll see what we can do.
Who leads the session?
A vetted Workbliss expert, briefed on your people, culture and goals before the session. After you book, we send you profiles of the experts available for your date within 3 working days, so you can choose who leads it.
Can it be tailored to our company?
Yes. Every session is shaped around your goals, your people and the benefits you already offer, and delivered by experts in your people’s languages.