AI for PAs, EAs and Office Administrators

What's inside

1. Level 1: What AI Can and Can't Do for You at WorkFree
   You'll get a clear, honest picture of where AI assistants help a PA, EA or office administrator and where they fall short, based on dated evidence of how people in the profession are using them now.
2. Level 2: Approved Tools and Your Workplace AI PolicyFree
   You'll learn how to find out which AI tools your organisation has approved, what its policy allows, and why a free consumer account and a work account can treat your data very differently.
3. Level 3: UK GDPR, Confidentiality and What Never to Paste
   You'll learn the basics of UK GDPR and the duty of confidence that comes with a trusted role, and you'll build your own list of information that must never go into an AI tool.
4. Level 4: Writing a Clear Prompt for an Admin Task
   You'll learn a simple, repeatable way to write prompts for office tasks by giving the AI the role, the context, the task, the format and the limits, so the first draft is far closer to what you need.
5. Level 5: Triaging a Busy Inbox with AI
   You'll use AI to sort, summarise and prioritise a busy inbox, while your own judgement decides what's urgent, what's sensitive and what your manager has to see.
6. Level 6: Drafting Replies in Your Manager's Voice
   You'll learn to describe your manager's tone and style so AI drafts read like them, and you'll edit those drafts so they sound natural rather than generic.
7. Level 7: Checking Before You Send on Someone's Behalf
   You'll build a pre-send check for anything that goes out under your manager's name, covering facts, names, dates, attachments, tone and authority.
8. Level 8: Calendar and Scheduling Help
   You'll use AI to compare options, draft scheduling messages and handle time zones and clashes, while you keep control of priorities and anything sensitive in the diary.
9. Level 9: Agendas, Meeting Notes and Action Lists
   You'll use AI to build agendas, turn rough notes or approved transcripts into clean minutes, and pull out actions with owners and deadlines, checking each one against what was actually said.
10. Level 10: Templates, Letters and Documents
    You'll use AI to create reusable templates and standard letters and to tidy up documents, so the output is consistent, on-brand and accurate.
11. Level 11: Planning Travel and Events
    You'll use AI to compare travel options, build itineraries and plan events, and you'll check every time, price and booking detail against the live source.
12. Level 12: Spreadsheets and Simple Data
    You'll use AI to write formulas, clean up lists and summarise simple data, and you'll test the results so a confident-sounding answer doesn't slip a mistake into your figures.
13. Level 13: Writing a Research Brief
    You'll use AI to gather and structure background research into a short brief for your manager, and you'll trace every claim to a real, dated source.
14. Level 14: AI Inside Microsoft 365 and Google Workspace
    You'll explore the AI features built into Microsoft 365 and Google Workspace, check what your licence actually includes against the current help pages, and learn how built-in AI handles your organisation's data.
15. Level 15: Checking for Accuracy, Bias and Made-Up Facts
    You'll learn a systematic way to catch made-up facts, outdated information and biased wording in any AI output before it reaches your manager or anyone else.
16. Level 16: Disclosure, Honesty and Talking About AI at Work
    You'll learn when and how to be open about using AI, and how to have constructive conversations with your manager and colleagues about using it well.
17. Level 17: Growing Your Expertise and Your 30-Day Plan
    You'll use AI to deepen your own skills rather than replace them, take an honest, uncertain look at how the role may change, and build a personal 30-day plan.
18. Level 18: Final Challenge: A Day in the Trusted Seat Exam
    You'll bring the whole course together by working safely through a realistic day of admin tasks with AI, from inbox to itinerary, and making the right call on policy, confidentiality, checking and disclosure at every step.

Access

The first 2 levels are free with a free account. Every level, the podcast edition and the AI tutor come with All Access at £4.99/month or any Creator plan — see pricing.

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