AI training for executive assistants
A practical workshop for executive assistants and office managers using their own briefs, correspondence, documents, research, and minutes with an approval rule.
The workshop moves real front-office tasks into a controlled practice environment: a source-linked brief, a correspondence draft, a document summary, research, and minutes that a person approves.
Syntalith
Executive assistants and office managers work across calendars, correspondence, documents, meetings, and logistics. A useful AI workshop uses those tasks as practice material. It teaches the team to prepare a result, verify sources, and keep a person responsible for sending or approving it.
Format and scope should follow the work. Use a closed group workshop when several people need one standard. Use one-to-one work when a single assistant has a distinct workflow. Choose automation when volume and repetition call for a system.
Train on the work assistants already own
| Work context | Practice task | Control |
|---|---|---|
| Meeting preparation | Brief from selected messages, documents, and earlier minutes | Verify names, dates, figures, and sources before circulation |
| Board correspondence | Draft a reply or invitation in the organisation's tone | The decision-maker edits and approves before sending |
| Document handling | Summary with passages requiring attention | The reader checks the original for commitments and deadlines |
| Travel or event research | Comparison against the company's criteria | Confirm dates, conditions, availability, and booking terms at source |
| Meeting minutes | Minutes and an action list with owners | Owners confirm actions before the list is circulated |
Use the team's real tools and anonymised material. The point is a repeatable method that remains useful after the workshop.
Six modules for a controlled workshop
- Model behavior and verification: why fluent output still needs source checking.
- Task and context: how to specify the goal, source, format, constraints, and acceptance.
- Briefs and minutes: build one source-linked brief and one action list.
- Correspondence: prepare variants and set the approval boundary for outbound messages.
- Data practice: classify material, minimise prompts, and use the approved workspace.
- Team standard: record prompt patterns, checking rules, allowed tasks, and escalation.
The team should leave with an internal working guide. It should say which tool and account to use, what may enter a prompt, which sources require a check, and what may leave the organisation only after approval.
Make approval and data rules explicit
Before the exercises, decide whether calendar, inbox, board, customer, contract, and personal data can be used. Choose the approved account and connector path. Keep sensitive material in the environment that the company controls.
An AI literacy program should match the roles and the systems people use. Article 4 of the EU AI Act addresses AI literacy for providers and deployers. Confirm the obligations that apply to the organisation and keep the workshop record alongside its internal policy.
Approval should be visible in every exercise. A model can prepare a draft or a summary. A person checks it, changes it, and decides whether to send it or create the task.
Cost and group fit
A closed workshop starts from €1,200 net per day. The quote depends on group size, number of days, delivery format, preparation, and the tools the team uses. The pricing page describes the current service structure.
Use a simple capacity baseline before ordering:
Monthly hours in scope =
brief preparation
+ document handling
+ correspondence drafts
+ research and logistics
+ minutes and follow-upMeasure the time the team spends on those tasks and on corrections. A workshop should create a shared way of working. Automation may be a better investment when cases are high-volume and repetitive.
When another format is better
Choose one-to-one training when one person owns a specialised calendar, inbox, or board workflow. Choose process automation when a stable sequence should run across systems. Choose a data or tool policy session when the organisation has not agreed where work may happen.
Pause the workshop when there is no approved tool, no source policy, no owner for the work, or no time for practice and review. Training cannot supply a missing operating decision.
Bring three anonymised artefacts to a process scan: a typical brief, a correspondence task, and current minutes. The recommendation can cover a workshop, one-to-one format, or a scoped automation.
FAQ
Which tools can the workshop use? Use the approved tool the team already has or is evaluating. The method covers task design, source checks, data boundaries, and approval across products.
Can assistants send AI-written emails automatically? Keep outbound messages behind a person until the organisation has an explicit rule, source check, recipient policy, and monitoring.
Does a one-day workshop change the whole office? It can create a starting standard. Adoption depends on practice, management support, the approved tool, and the follow-up owner.
Sources
Free process scan
Start with a free process scan.
- A 30-minute call with the engineer who would lead the work.
- A review of the processes that cost you the most time and money.
- A written summary of what to automate first and the likely cost range.
The scan chooses one process to assess, and within 2 business days you receive a recommendation, including when a simpler route is the better fit.
€0
30 minutes · written takeaway within 2 business days
Times are shown in your own time zone. We work with clients across time zones.
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