Skip to content

AI workflows for executive assistance.

Supporting an executive's work: calendar, inbox, travel, meeting preparation and follow-ups.

Who does this work

Executive assistant
Personal assistant
Executive business partner

7 workflow templates ready to adapt, and 16 workflows identified.

Updated 12 November 2026

Request this workflow Book a fit call

Examples of the workflows identified

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Brief and track a delegated taskWrites a clear brief for each task a manager hands over and keeps a weekly list of open delegations with one next step each.Workflow template Keep the leadership decision logKeeps one register of what leadership approved, with owners, dates and overdue actions, for the chief of staff and leadership team.Workflow template Plan a business tripGives the traveller one plan for a trip: dates, travel and hotel options with prices, a day-by-day timetable, cost against policy and bookings still to make.Workflow template Summarise a pile of research for a decisionGives an executive one brief of what each supplied source found, where they agree and disagree, their limits and cited quotations.Workflow template

Chase open and overdue actionsPulls scattered actions into one register with owners, due dates and status questions, so overdue commitments get a conversation.Illustrative · not built yet

Complete a form from verified informationFills an approved form from verified records and lists the fields still awaiting confirmed answers.Illustrative · not built yet

Turn scattered notes into a task listOrganises an executive's notes and messages into a task list with owners, due dates and unresolved priorities.Illustrative · not built yet

Write the next-day handoff noteCloses the day with a note carrying unresolved tasks, items waiting on others and preparation needs into tomorrow.Illustrative · not built yet

Calendar and meeting management

Prepare a meeting agenda and record the follow-upsWorkflow template Review the executive's week aheadWorkflow template

Brief an item coming to a meeting for decisionIllustrative · not built yet

Check whether a proposed meeting is neededIllustrative · not built yet

Review where meeting and message load is building upIllustrative · not built yet

Inbox management

Triage an inboxWorkflow template

Prepare the daily desk briefIllustrative · not built yet

Write the inbox handling rulesIllustrative · not built yet

Workflow templates

Business trip planThe assistant hands the traveller one plan for one business trip: dates and nights fixed from the brief, travel and hotel options with prices and the day each was checked, a day-by-day timetable around the meetings, the cost against travel policy and the bookings still to make. Nothing is booked or paid.Workflow template Decision logYour chief of staff keeps one register of what the leadership actually approved, across every meeting and message: each decision with who approved it, each action with one owner and a date, what is overdue, and a flag wherever a new decision clashes with an earlier one or revives a rejected idea.Workflow template Delegation brief and follow-upEvery task a manager hands over goes with a clear brief: what to deliver, in what form, by what date and time, why it matters, who will use it, what the person may decide alone and when the manager will check in. Each week, one list shows what is open, what is late and the next note to send.Workflow template Research summary briefAn executive handed a pile of reports, articles or papers gets one brief: what each source found, where the sources agree and disagree, the limits of each, and exact quotations cited to the page. Built only from the documents supplied. What it means for the business stays the reader's call.Workflow template Executive week-ahead calendar reviewBefore the week starts, the executive assistant hands the executive one brief: every clash, every journey or run of meetings with too little time, every meeting with no stated purpose or no preparation time, and proposed time for the week's priorities. Nothing is accepted, declined, moved or sent.Workflow template Meeting agenda, notes and follow-upsWhoever runs the meeting walks in with an agenda where every topic has an outcome and a time, and walks out with a one-page record: what was decided, who owns each action and by when, and what is still open. Nothing reaches anyone until that person has read it and sends it.Workflow template Inbox triageThe owner, or the assistant who keeps their inbox, starts the day knowing what needs a reply today, what can wait and until when, and what belongs to someone else, with a draft or a forwarding note for each. Nothing is sent, archived, deleted or moved, and no mailbox login is needed.Workflow template

Request this workflow

Tell us the executive assistance work you need and the team that does it, and we build the workflow with you from your own procedures.

Request this workflow Start your plan

Where to go next

All of executive and office supportEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

Within executive assistance

Other areas of executive and office support