Your AI Advantage Starts Here.

Using AI to Manage Meeting Notes & Actions

EAs are often stuck transcribing meetings manually, tracking actions across scattered notes, and chasing people for follow-ups. 

What the session covers:

• How to use tools like Otter.ai, Fireflies, Fathom, and Microsoft Teams' built-in transcription to capture meeting content automatically

• Creating AI-generated summaries, action lists, and follow-ups

• ⁠⁠Integrating notes into tools like OneNote, Notion, or Slack

• Pro tips for maintaining confidentiality and choosing the right tool for exec preferences

Using AI to Make Reimbursements & Reports Painless

Managing expenses — whether it's tracking receipts, chasing execs for missing info, or reconciling reports — is one of the most tedious and frustrating parts of the EA role.

What the session covers:

• How to use tools like Expensify, Microsoft Lens, and ChatGPT to streamline the entire process

• Auto-capturing and categorising receipts from email, photos, or scanned documents

• Drafting and summarising expense reports with AI (even when details are incomplete)

• Creating workflows that flag policy issues or automate approvals

Optimising Prompts: Getting the Most from Your AI Systems

Knowing how to use AI tools is one thing — but knowing how to talk to them is where the magic happens.

What the session covers:

• How to write clear, effective prompts that get the results you want

• The difference between basic prompts and advanced structured ones

• Using role, context, and examples to guide better outputs

• Practical prompt templates for everyday EA tasks (emails, itineraries, summaries, and more)

• How to refine and iterate when AI “gets it wrong”

• Bonus: Using custom GPTs to create your own AI assistant

Creating Executive-Ready Dashboards & Briefs with AI

EAs are often asked to pull reports or summaries from scattered data, and present it in a polished format for leadership — without being data analysts.

What the session covers:

• Using tools to automate reports

• Generating visual summaries, trends, and insights with minimal technical setup

• How to brief your exec quickly using AI-generated talking points from raw data

• Using ChatGPT to translate spreadsheet chaos into plain-English summaries

• Real examples of weekly reports, team updates, and stakeholder briefings

Automating the Repeatable: Intro to Workflows with Zapier & Microsoft Power Automate

You’re doing too much manually. Let’s fix that.

What the session covers:

• What kinds of EA tasks are ripe for automation (and which to avoid)

• Step-by-step demos: “When a Typeform is submitted, add to spreadsheet + send email”

• Approvals, reminders, notifications — without writing a single line of code

• Cross-platform magic: Zapier vs. Power Automate vs. native integrations

Your free registration code is in your members portal. It's also in your inbox!

If you're having trouble finding it, please email [email protected].

Yep. Everyone registered will have access to the replay (including all EA How To Plus members). 

45 minutes.

Jeremy owes Alicia.

You're welcome ☺️

Reach out to the EA How To team via [email protected]