AI Training for Executive Assistants, Management Assistants, and Team Assistants
Upon request
1–2 days
Munich, Online, or In-House
Upon request
German or English
Digital Certificate of Participation
Use artificial intelligence (AI) to organize more efficiently, communicate more professionally, and effectively support executives. The role of an executive assistant is constantly evolving: In addition to scheduling and office management, today’s demanding daily routine includes information processing, meeting coordination, research, communication, and decision preparation. At the same time, administrative assistants face significant time pressure and must reliably coordinate a vast amount of information, tasks, and contacts.
Our AI training for executive assistants, management assistants, and team assistants shows you how to use modern AI tools such as ChatGPT, Microsoft Copilot, or Claude in a targeted manner for your specific tasks. You’ll learn to structure information more quickly, prepare communications professionally, organize meetings more efficiently, and automate recurring tasks with customized AI workflows. The focus is on data protection, confidentiality, and the secure use of company information.
Content and Structure of the AI Training for Assistants
This continuing education program combines the fundamentals of artificial intelligence with practical tasks from the fields of executive assistance, management assistance, and team assistance.
- Fundamentals of AI, Generative AI, and Modern AI Assistants
- Distinguishing Between AI, Macros, Rules, and Robotic Process Automation
- Changes to Traditional Support Roles Due to Digitalization and Automation
- New requirements for flexibility, personal responsibility, and digital literacy
- Opportunities and Limitations of ChatGPT, Copilot, Gemini, and Other Tools
- The Role of the Assistant as an Interface Between Leaders, Teams, Technology, and the Organization
- Developing Clear and Goal-Oriented Prompts
- Working with Roles, Context, Target Audiences, Tone, and Format Guidelines
- Shorten, organize, translate, summarize, and stylize texts
- Create emails, letters, meeting minutes, presentations, and decision papers
- Summarize and prioritize correspondence and information
- Using ChatGPT, Copilot, and Perplexity for Research and Knowledge Work
- Verifying the Quality and Plausibility of AI Results
- Using Copilot in Outlook, Word, Excel, PowerPoint, and Teams
- Support for Scheduling, Calendar Synchronization, and Meeting Coordination
- Prepare agendas, meeting materials, and decision deadlines
- Transcribe meetings, create minutes, and track tasks
- Task Management, Prioritization, Follow-ups, and Delegation with To Do
- Making the Most of OneDrive, OneNote, Forms, and Digital Storage
- Analyzing, Organizing, and Visualizing Data in Excel
- Conduct research, prepare decision-making materials, and prepare management briefings
- Organizing and Analyzing Documents, Files, and Knowledge Bases
- Organizing Business Trips, Travel Documents, and Checklists
- Supporting Expenses, Receipt Tracking, and Administrative Processes
- Prepare communications with customers, partners, and service providers
- Create reports, presentations, status summaries, and other reports
- Develop AI-powered routines for recurring support tasks
- Basics of Creating Your Own GPTs, Copilot Agents, and Personal AI Assistants
- Develop customized AI workflows for participants’ real-world tasks
- Easily configure your own GPTs or Copilot agents
- Support recurring tasks such as reports, minutes, and information preparation
- Data Protection, Confidentiality, and the Secure Handling of Company and Employee Data
- Limits, Risks, and the Responsible Use of AI
- Evaluate the time-saving benefits, quality, and practicality of the tools used
- Develop Personal Application Scenarios and Next Steps
Concrete Results—What You Can Put into Practice Right Away After the AI Training for Assistants
After the seminar, you will be able to use artificial intelligence in a targeted way to handle administrative tasks more efficiently, in a more structured manner, and more professionally.
- Create emails, meeting minutes, letters, and presentations faster
- Prioritizing Information from Documents and Correspondence
- Organize meetings, appointments, travel, and tasks more efficiently
- Prepare management briefings and decision-making documents
- Using ChatGPT, Copilot, Claude, and Other AI Tools Safely
- Supporting Recurring Administrative Tasks with AI Workflows
- Tailor information to the needs of executives and teams
- Consider Data Protection and Confidentiality When Using AI
Who is the AI training for assistants intended for?
This training is intended for:
- Executive Assistant
- Management Assistants
- Team Assistants
- Executive Assistants and Personal Assistants
- Office and Project Assistants
- Employees who provide organizational support to managers or teams
The content is suitable for both beginners and assistants who have some experience working with AI tools.
Eligibility Requirements for the AI Training for Assistants
No prior technical knowledge of AI is required. Basic knowledge of common Office applications is helpful but not required.
Custom AI Training for Support Roles
We design customized in-house training programs—tailored perfectly to your needs.
- Customized Training for Executive Leadership, Management, and Teams
- Integration of in-house tasks, documents, and communication processes
- Exercises Using the AI Tools Deployed in the Company
- Development of Custom Prompts, Templates, and Workflows
- Offered as a seminar, workshop, or in-house training session
About Us as a Training Provider
We are an experienced management consulting firm with comprehensive expertise in digital transformation, modern work practices, and artificial intelligence. Our training programs combine easy-to-understand fundamentals with practical tasks from the fields of executive assistance, office management, and leadership. In this way, we help executive assistants confidently integrate AI into existing workflows and further develop their role as a reliable link between leadership, teams, and the organization.
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Expertise in AI and Assistance – Your Trainer
Thorsten Müller combines expertise in digital transformation, modern collaboration, and AI-powered workflows. He explains complex topics in a clear, structured way that directly relates to the day-to-day work of an assistant. In his training sessions, he demonstrates how ChatGPT, Copilot, Claude, and other AI tools can be used for organization, communication, research, and management support—securely, efficiently, and in a way that’s immediately applicable.
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- Using AI Strategically for Executive Leadership, Management, and Team Support
- Customized Training Programs for Support Services and Companies
- Experienced trainers with expertise in AI, Office, and digital collaboration
- Practical Methods for Organization, Communication, and Task Management
TISAX and ISO certification apply only to the Munich location
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TISAX and ISO certification apply only to the Munich location
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FAQ – Frequently Asked Questions About AI Training for Assistants
No. The training is also designed for participants who have little prior experience with artificial intelligence. The most important fundamentals are explained in an easy-to-understand way and immediately applied to typical assistant tasks.
The training will cover ChatGPT, Microsoft Copilot, and Claude, among other tools. You’ll also learn which tools are particularly well-suited for research, communication, documents, data analysis, and organization. The focus is on using these tools effectively for specific tasks.
AI can provide support, for example, with emails, meeting minutes, presentations, research, appointment preparation, travel planning, and management briefings. Task lists, checklists, reports, and information summaries can also be created more efficiently. The final review and decision always remain with the assistant or the person in charge.
Yes. Especially in in-house training sessions, specific tasks from executive, management, or team assistant roles can be incorporated. These include, for example, recurring reports, meeting minutes, travel coordination, or communication templates. This creates a direct connection to participants’ own daily work.
Yes. One focus of the course is on using Copilot in Microsoft 365. Among other things, you’ll learn how Copilot can support Outlook, Word, PowerPoint, Teams, and other applications in communication, documentation, meetings, and task management.
Data protection and confidentiality are central components of the training. You will learn which types of company, customer, or employee data should not be entered into AI tools without first being reviewed. The training also covers secure use, quality control, and the responsible use of AI.
Yes. You can create reusable prompts for common assistant tasks and develop customized AI-powered workflows. Depending on the format, you can also consider using your own GPTs or Copilot agents. The results can be reused directly in your own assistant area.
Yes. Joint training for support teams fosters a shared understanding and facilitates the development of common standards. Teams can work together to define templates, prompts, and procedures, and share their experiences with one another.