AI Foundations · free starter

AI training for executive assistants: your executive’s week on one screen and their day briefed before you sit down

Set up an AI that reads the calendar and inbox you manage overnight, then add meeting prep and replies on top of it next.

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AI Foundations · free starter · about 20 minutes · no sales call

Where your week goes

You keep a senior person’s day running. Most of your own day goes on reading, sorting and chasing before anyone else is at their desk.

Set up in the free starter

The morning brief

Now: You’re in early, combing the overnight email and today’s diary so your executive knows what matters before the first meeting.

With AI: A brief is waiting when you sit down: today’s meetings with context, the emails that need a decision and the one thing nobody can miss.

Set up in the free starter

The Friday look-ahead

Now: Friday afternoon goes on working out what next week holds: clashes, deadlines and the board pack nobody has started.

With AI: Every Friday a short review lists what slipped, what’s due and which decisions wait on your executive, like an AI weekly business review.

Next, with the same method

Prep packs for big meetings

Now: Before a board meeting, you pull old threads, attendee background and open actions into one document by hand.

With AI: AI gathers the past threads, the attendees and what’s still open into a one-page pack the evening before, for you to check.

Next, with the same method

Replies and minutes in their voice

Now: Half the inbox needs a short reply in your executive’s tone, and the leadership minutes are still in your notebook.

With AI: Routine replies and minutes with actions are drafted the way your executive writes, and nothing goes out until you’ve read it.

What you’ll set up

The free starter sets this up on your executive’s week in about 20 minutes.

Visualize
See your executive’s week on one screen.
Claude interviews you about how your executive works: their priorities, their key people and how they like things written. Then it puts their week on one screen.
Automate
The brief is waiting when you sit down.
Every morning it reads the diary and inbox you connect and sends you a short brief. It’s a personal AI assistant working for both of you.
Optimize
Friday’s look-ahead fixes one problem.
Each Friday you pick what went wrong, such as a double booking, and fix that one thing before Monday.

When the office wants more, see the jobs I hand to Claude in my own business. You start with AI Foundations, which is free.

I run four apps largely on my own with AI, and my AI briefs me at 7:56 every morning. This starter is where I began.

Danielle Thompson, founder of Switchboards

Questions

Is this an AI course made for executive assistants?

No. It’s AI Foundations, a free 20-minute starter for anyone running a business, or someone else’s day. When your whole office wants one way of working, Training for teams is the live next step.

Is it safe with confidential email?

Yes, on the terms you set. It runs on the AI plan your company approved, reads only what you connect, and writes to no one but you.

My executive wants this for the leadership team. Can you help?

Yes. I’ve taught AI workshops at Deloitte and PepsiCo, and I run a private half day in person in Singapore and Australia, or online, where your team builds one shared workflow and a written AI use policy.

What will I need?

A paid Claude plan for the morning brief. The sample dashboard opens without an account, so you can click around before you set anything up.

Set up the brief tonight.

It takes about 20 minutes, and tomorrow your executive’s day is summed up before you open the inbox.