Workflows

Repeatable processes for the executive office.

See how to do a task and where AI could help. Each workflow shows the process, example tools, and the points that need your judgment. Start with the overview, then compare three levels of AI involvement to find a setup that suits your work.

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10 WORKFLOWS

STARTER PLANNING AND BRIEFINGS Build a daily executive brief Turn tomorrow's calendar and selected work context into a checked one-page brief for the executive. RUN: 10 TO 20 MIN View workflow → STARTER INBOX AND COMMUNICATION Triage the inbox and prepare replies Work through incoming email with a clear next action for each message. RUN: 15 TO 30 MIN View workflow → STARTER VENDORS AND PURCHASING Review a vendor renewal before committing Check what a renewal will cost, whether the service is still needed, and what would happen if you changed it. RUN: 45 TO 90 MIN View workflow → INTERMEDIATE TRAVEL AND LOGISTICS Replan business travel after a disruption When a flight changes, compare realistic ways to finish the trip. RUN: 20 TO 40 MIN View workflow → STARTER PROJECTS AND CHANGE Turn a vague request into a workable project Work out what a request needs, check whether related work already exists, and agree on a manageable scope before creating tasks. RUN: 20 TO 40 MIN View workflow → STARTER PROJECTS AND CHANGE Work out what a change will affect Before changing a date, deliverable, or working arrangement, identify the affected work and prepare the decisions and updates that need to follow. RUN: 30 TO 60 MIN View workflow → INTERMEDIATE KNOWLEDGE AND CONTINUITY Prepare a handover someone can use Help the next person understand what needs attention, how to handle the usual exceptions, and when to ask for a decision. RUN: 60 TO 90 MIN View workflow → STARTER MEETINGS AND FOLLOW-THROUGH Plan an offsite around the decisions it needs to produce Turn the purpose of an offsite into a timed session plan, with the right preparation, activities, and decisions built in. RUN: 60 TO 90 MIN View workflow → STARTER KNOWLEDGE AND CONTINUITY Answer recurring internal questions from approved information Help people get a clear answer from current company guidance, with a source they can check and a route to a person when the answer is missing. RUN: 5 TO 15 MIN View workflow → INTERMEDIATE PROCESS IMPROVEMENT Find the process problems behind repeated requests Use recurring questions, corrections, and requests to spot where a process is creating avoidable work, then choose a small improvement to test. RUN: 60 TO 120 MIN View workflow →

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