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PROGRAM 35 · TEAM TRAINING

AI & Data for Secretaries & Executive Assistants

Run your boss's day like clockwork, with AI as your assistant.

8 sessions3 modules4 hands-on projects3 days · 9 am–5 pmCertificate on completion
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Request a proposalSee the curriculum

Who this course is for

  • Executive Assistants and Personal Secretaries to CEOs, MDs and Chairmen
  • Board and company secretariat staff
  • Front office, admin and coordination officers in head offices
  • Assistants in corporate offices, NGOs, embassies, universities and government projects

What your team will be able to do

  • Clear a full inbox and draft replies in your boss's voice in a fraction of the time
  • Produce agendas, briefing notes, minutes and action trackers from any meeting
  • Keep calendars, travel, renewals and follow-ups organised in one tracker
  • Deploy four working automations for your own office
How it runs

3 days at your office, 8 sessions

Three sessions a day plus a hands-on build lab every afternoon. Day 3 ends with capstone presentations.

Day 1

9:00 am – 5:00 pm

AI chatbots for executive support work

9:00–10:30S1Prompt engineering for executive support
10:30Tea break
10:45–12:15S2Email, letters & executive communication
12:15Lunch & prayer
1:00–2:30S3Meetings, minutes & the boss's calendar
2:45–4:30LABBuild lab: email library and minutes on your own files
4:30–5:00Q&A and day recap

Day 2

9:00 am – 5:00 pm

Analysis, then the first two builds

9:00–10:30S4Formulas & office data cleaning
10:30Tea break
10:45–12:15S5Office analytics & weekly summary
12:15Lunch & prayer
1:00–2:30S6Projects 01 & 02: Assistant and alerts
2:45–4:30LABBuild lab: weekly summary, assistant and alerts
4:30–5:00Q&A and day recap

Day 3

9:00 am – 5:00 pm

Last two builds and the capstone

9:00–10:30S7Project 03: Meeting request approvals
10:30Tea break
10:45–12:15S8Project 04: Correspondence extraction
12:15Lunch & prayer
1:00–3:00LABCapstone build clinic
3:15–4:30LABCapstone presentations
4:30–5:00Certificates and next steps
Group: 10–40 people from one organisationSame content and projects in both formatsBangla delivery with English technical termsEvery session ends with a deliverable
Curriculum

8 sessions, one build in each

3 modules · 8 sessions · 4 hands-on projects

PART 1AI Chatbots for Executive Support WorkSessions 1–3

Chatbot Landscape & Tool Selection

  • Gemini, ChatGPT, Claude, Copilot and DeepSeek: strengths for executive support work (email drafts, Bangla and English letters, meeting summaries, travel plans)
  • Free vs paid tiers; a workflow that needs no international payment card
  • Bangla vs English output quality; when to draft in English and translate
  • Which tool for a long document, which for a formula, which for a polished letter

Prompt Engineering Fundamentals

  • What a prompt is; why the same question gives different answers
  • The four-part structure: role, context, task, output format
  • Role prompting: act as an executive assistant, board secretary, protocol officer or office manager
  • Controlling output: length, tone, language, table or bullet format

Advanced Prompting Techniques

  • Few-shot prompting: teaching the model with examples of your own executive support work
  • Step-by-step reasoning for multi-part tasks such as fitting five urgent meetings into a full week or planning a three-city business trip
  • Constraint prompting: what to include, what to exclude, what to never assume
  • Chained prompts: breaking a board meeting pack (notice → agenda → papers → minutes → action tracker) into a sequence of smaller steps

Iteration & Prompt Library Building

  • Why the second prompt matters more than the first; refining instead of restarting
  • Diagnosing a bad output: vague instruction, missing context or wrong tool
  • Building reusable prompt templates for repeated executive support tasks
  • Testing a prompt before it goes into daily use

Data Privacy & Verification Discipline (Core)

  • What must never be pasted: the boss's personal details and passport scans, board papers, salary and HR matters, bank details, unannounced decisions, passwords
  • Anonymising data before prompting; safe vs unsafe executive support use cases
  • Hallucination awareness; verifying every figure, date, name and legal reference
  • The verification rule: AI drafts, a person checks before anything leaves the building
DELIVERABLEa personal prompt library of 10 templates for your repeated executive support tasks.
PART 2Executive Support Data Analysis in Excel & Google SheetsSessions 4–5
PART 3Applied Projects: AI Assistants & AutomationSessions 6–8
Applied projects

Four automations, running in your organisation

01Session 6

Office Procedures Assistant

New assistants and front desk colleagues get answers from your travel policy, protocol guide and office SOPs, with the section cited.

  1. INTravel policy, protocol & SOPs
  2. AIGrounded Gemini assistant
  3. OUTAnswer with the section cited
Built with Google AI Studio
02Session 6

Executive Renewal & Deadline Alerts

Passport and visa renewals, board deadlines, memberships, lease and vehicle renewals checked daily, with alerts 30, 15 and 7 days ahead.

  1. INRenewal & deadline tracker
  2. RUNDaily Make scenario
  3. OUTAlert to the responsible owner
Built with Make · Sheets · Gmail
03Session 7

Meeting Request & Appointment Approval

Meeting requests logged with priority, sent to the boss in a daily digest, and approved ones turned into calendar invitations.

  1. INMeeting request form
  2. RULESApproval routing script
  3. OUTCalendar invite & confirmation
Built with Apps Script · Forms
04Session 8

Incoming Correspondence Extraction

Scanned letters, invitations and notices become clean rows with a diary number, routed to the right department, with deadlines flagged.

  1. INScanned letters & notices
  2. AIGemini structured extraction
  3. OUTDiary-numbered register rows
Built with Gemini API · Drive

Capstone presentation

Each person presents one automation built for their own workplace.

Day 3 afternoon
Applied across every session

Responsible & Ethical AI in Executive Support

Fairness & Non-Discrimination

  • Where bias enters executive support decisions: data, wording, criteria and past patterns
  • Proxy discrimination: address, age, gender or background inferred indirectly

Privacy & Data Protection

  • Data minimisation: collect only what the decision requires
  • Retention and deletion of executive, visitor and stakeholder contact data

Confidentiality & Trust

  • What you see in the boss's inbox and calendar stays in the office
  • Separating the boss's personal matters from company systems

Accountability & Human Oversight

  • Human-in-the-loop by design: AI recommends, a named person decides
  • Who owns an AI-assisted decision when it is challenged

Workforce Impact & Your AI Use Policy

  • Talking to executive support teams about AI without triggering job-loss fear
  • Reskilling and role redesign as AI absorbs routine work
Outcomes

By the end, your team can

  • Choose the right AI tool and write prompts that work first time
  • Maintain a prompt library covering your repeated executive support tasks
  • Draft emails, letters and speeches in the boss's voice in Bangla and English
  • Produce agendas, minutes and action trackers that close the loop
  • Run the boss's calendar, travel and renewals from one clean tracker
  • Build and deploy automations with Make, Apps Script and the Gemini API
  • Apply fairness, transparency and privacy to every AI-assisted decision

And leaves with

An email reply library and a formal letter set
A meeting brief template, minutes format and action tracker
A weekly executive summary of time, actions and office costs
A grounded office procedures assistant your colleagues can use
A executive renewal & deadline alert engine that reaches the right owner
Four deployed automations running in your own organisation
A written AI use policy for your own executive office

Tools your team will use

Chatbots
ChatGPTGeminiClaudeCopilotDeepSeek
Content
CanvaGammaCapCutGoogle Slides
Data
Microsoft ExcelGoogle SheetsPower Query
Workspace
GmailCalendarMeetFormsDrive
Automation & AI builds
MakeGoogle AI StudioApps ScriptGemini API
Executive Support tools
Outlook & Microsoft TeamsGoogle CalendarOtter or Meet transcriptsZoom

What participants need

  • A laptop with Excel and a Google account
  • Basic Excel and email comfort, and access to a sample calendar or meeting notes
  • One real work file to practise on from Session 2
  • No coding background required; free tiers only

How your team will learn

  • build-along classes (you work while the trainer works)
  • practise on your own workplace file, not dummy data
  • every session ends with a deliverable
  • Bangla delivery with English technical terms
  • recordings, prompt library and setup guides
  • certificate after capstone submission
Request a proposal

Bring this program to your executive office

Tell us about your team. We reply within one working day with a plan built around your own documents and workflows.

  1. 1 · A short discovery call with your executive office lead
  2. 2 · We tailor examples to your masked files
  3. 3 · Offline at your office, or online live classes
Chat on WhatsApp
Request a proposal