AI for Administrative Workflow Automation

Overview

Option 1 - Complete Workflow Automation Focus: This session, led by Ray, helps administrative professionals map their current workflow and identify exactly where AI can take over the repetitive parts. You automate correspondence, meeting notes, scheduling and task tracking, then bring it all together into one reliable, repeatable system. By the end, you'll see exactly how this applies to your own administrative workflow, with nothing left theoretical. The pace stays practical throughout, so every idea ties back to a real task you'll use again after the webinar. The focus stays on outcomes you can apply the same day, not just concepts to remember later. You finish with concrete skills tied to your own administrative workflow, ready to use straight away.

Key Benefits:

• Identify exactly where your admin workflow can be automated
• Automate correspondence, meeting notes and scheduling support
• Leave with one connected, repeatable automated workflow

OR

Option 2 - Practical Time-Back Focus: Built for administrative professionals who want real time back from repetitive work, this session is guided by Ray. You learn to automate document prep, meeting follow-ups and task tracking with AI, then build reusable templates and prompts so the time savings continue well beyond the webinar. The pace stays practical throughout, so every idea ties back to a real task you'll use again after the webinar. The focus stays on outcomes you can apply the same day, not just concepts to remember later. You finish with concrete skills tied to your own administrative workflow, ready to use straight away.

Key Benefits:

• Cut time spent on recurring administrative tasks
• Turn one-off AI wins into reusable templates and prompts
• Apply automation responsibly across everyday admin work

OR

Option 3 - Easy Start with Workflow Automation Focus: A clear, no-jargon starting point for automating admin workflows with AI, delivered by Ray. You cover the essentials, then move straight into practical automation - documents, notes and scheduling - so nothing stays theoretical. The focus stays on outcomes you can apply the same day, not just concepts to remember later. You finish with concrete skills tied to your own administrative workflow, ready to use straight away. Expect a hands-on pace, plenty of real examples, and time to ask questions specific to your own role. By the end, you'll see exactly how this applies to your own administrative workflow, with nothing left theoretical.

Key Benefits:

• Get a simple, practical starting point for admin workflow automation
• Learn techniques that work from your very first automated task
• Build lasting confidence automating everyday admin work

Why should you Attend

• Understand where AI can genuinely automate your admin workflow
• Learn what different AI tools cost and which suits admin work
• Map your current workflow and spot the biggest time savings
• Automate correspondence and recurring document preparation
• Automate meeting notes, follow-ups and task tracking
• Build reusable templates and prompts for ongoing use
• Understand data privacy and responsible-use essentials for automation

Areas Covered in the Session

• Generative AI Explained - what it is, how it works and where workflow automation genuinely helps
• Reusable Project Toolkit - turn your best prompts into a reusable asset - the referenced project record template provided helps you capture, organise and reuse them across every platform
• Projects - Understand, Create and Manage - set up a professional space for your files, instructions and conversations, organised the way a power user works
• Upload a File for Analysis - get clear on the practical differences between project uploads and chat uploads
• Plans, Costs and Choosing a Platform - understand what different AI tools cost and which suits admin work
• Map Your Current Admin Workflow - identify where repetitive steps are actually costing you time
• Automate Correspondence and Document Prep - draft and prepare recurring documents faster
• Automate Meeting Notes and Follow-Ups - turn notes into clear actions without manual rework
• Automate Scheduling and Task Tracking - keep plans and priorities moving with less manual effort
• Build Reusable Templates and Prompts - turn one good result into a repeatable process
• Data Privacy and Responsible Use - practical essential protections when automating with business data
• Build Your Automated Admin Workflow - bring it all together into one reliable daily system

NOTES:

• Topic sequence may be subject to slight variation
• All Learning Guides include a wide range of keyboard shortcuts for Windows and Mac

Who Will Benefit

• Administrative Professionals who want a systematic, workflow-level approach to AI automation, not just isolated tips
• Executive Assistants
• Office Managers
• Administrative and Support Staff
• Coordinators
• Anyone managing a busy admin workload will benefit