AI Prompts for Executive Assistants

Executive assistant prompts for inbox triage, briefing notes, agendas, minutes with actions, travel itineraries, polite declines and board pack summaries.

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About this tool

What is AI Prompts for Executive Assistants?

An executive assistant's job is to turn noise into decisions: sort an overflowing inbox, prepare a one-page brief before a meeting, capture minutes with owners and deadlines, assemble an itinerary, decline politely on someone else's behalf, and condense a hundred-page board pack. This kit gives you ten prompt templates for that work, each tuned to produce something your executive can read in two minutes.

Paste the material, say who the reader is and how they like information, and copy a prompt that asks for decisions first, details after. A privacy check masks names after titles, phone numbers, emails and account references before you copy, which matters when inboxes and board papers contain other people's personal data. The page works entirely in your browser.

  • Ten EA templates including inbox triage, briefings, agendas, minutes, itineraries and board pack summaries
  • Decisions-first output formats sized to a stated reading time
  • Dual time-zone output for scheduling and travel
  • Masks names, emails, phone numbers and account references in pasted material
  • Markdown export of the whole library to share with other assistants on your team
Read the guide: AI for Executive Assistants and Front Desk Staff: A Practical Playbook

Updated

How to use AI Prompts for Executive Assistants

  1. Describe your executive and organisation briefly, for example CEO of a 200-person software company, and pick your region.
  2. Choose a template: Inbox triage, Executive briefing, Meeting agenda, Minutes with actions, Travel itinerary, Polite decline and others.
  3. Paste emails, notes or papers with sensitive names and numbers masked, and set the reading time or tone.
  4. Copy the prompt into your organisation's approved assistant.
  5. Check names, dates, times and figures against the source before the output reaches your executive.

Worked examples

Monday inbox triage

Input

Subject lines and first lines of 30 emails, the executive's priorities for the week

Output

Table of decide, do, delegate, read later and ignore, with draft replies for three urgent items

Giving the week's priorities is what lets the model rank sensibly. Without them, it treats every request as equal.

Decline a speaking invitation

Input

Conference invitation, reason (schedule conflict), suggestion of a colleague who could attend

Output

Warm two-paragraph decline that keeps the door open

The template keeps the reason brief and true, and offers an alternative so the relationship stays intact.

Background and insight

Triage and summarising are tasks models handle well, provided the prompt defines the categories. The inbox template asks for each message to be sorted into decide, do, delegate, read later or ignore, with a one-line reason and a suggested reply for the urgent ones. That structure makes it easy to disagree with the model's choice, which you should do often at first until you trust the pattern.

Board packs and executive correspondence are usually confidential and may contain inside information, personnel matters or personal data about third parties. Before using any AI assistant, check whether your organisation provides an approved tool with data protection terms. Under the GDPR, names and email addresses of colleagues and contacts are personal data, and pseudonymising them (Recital 26) reduces but does not remove the obligations.

Time zones and travel details are where drafts go wrong quietly. Models can shift a meeting by an hour across a daylight saving change or confuse local and home time. The scheduling and itinerary templates ask for every time in both zones with the zone abbreviation, and you should check them against a converter and the booking confirmations.

Common use cases

  • Inbox management

    Sort a backlog into actions with reasons and suggested replies the executive can approve quickly.

  • Meeting preparation

    Briefing notes, agendas with timings and objectives, and minutes with owners and due dates.

  • Travel and scheduling

    Itineraries with confirmation numbers masked and times shown in both zones, plus emails proposing slots across regions.

  • Governance support

    Summarise a board pack into decisions required, key risks and questions for directors to ask.

Tips and limitations

  • Tell the model how your executive reads: bullets or prose, two minutes or ten, decisions first.
  • Check every time zone conversion with a converter, especially around daylight saving changes.
  • Keep board papers and HR matters in your organisation's approved AI tool only.
  • Replies sent on behalf of an executive should be approved by them unless you have a standing agreement.
  • Minutes are a record. Confirm action owners and dates with attendees rather than trusting the draft.

Frequently asked questions

Can AI triage my executive's inbox?

It can sort pasted emails into decide, do, delegate, read later and ignore with reasons, which speeds up your review. Paste only what your organisation allows, and keep the final call on priorities with you and your executive.

How do I summarise a board pack with AI safely?

Use your organisation's approved assistant, since board papers are usually confidential. The template asks for decisions required, risks and questions for directors, with page references so you can check each point.

Can it write minutes from my meeting notes?

Yes. It turns notes into decisions, actions with owners and due dates, and open questions. Confirm owners and dates with attendees before circulating.

Will the itinerary template book anything?

No. It formats details you paste into a clear day-by-day itinerary. It cannot see bookings, so compare each flight and hotel line with the confirmations.

How do I decline a meeting for my boss without offending anyone?

The polite decline template drafts a short, warm reply with a true reason and an alternative such as a colleague or a later date. Adjust the tone to the relationship.

Is my executive's information sent anywhere by this page?

No. The prompts are assembled in your browser and nothing is uploaded. Only the list of starred templates is saved locally.

Is there an in-depth guide to AI Prompts for Executive Assistants?

Yes. “AI for Executive Assistants and Front Desk Staff: A Practical Playbook” covers the background, how it works, common pitfalls and worked examples. Read the full guide.