AI Workflows

Practical AI systems for executive work.

Each workflow addresses a real operational pain point, uses proven tools, and produces a measurable result.

Objective: Keep the executive inbox at zero while ensuring important messages are surfaced, drafted, and answered quickly.
Workflow: Triage incoming email by sender and intent, categorize into Respond / Delegate / Read / Archive, then use AI to draft context-aware replies for the executive to review and send.
AI Prompt: You are an executive assistant. Review the following email and draft a concise, professional reply on behalf of [Executive Name]. Match their tone, keep the response under 120 words, propose clear next steps, and flag anything that requires a decision.
AI Tools Used: GmailChatGPTGoogle Workspace
Final Output: A cleared inbox, prioritized action list, and a folder of AI-drafted replies ready for one-click approval.
Business Value: Reclaims several hours of executive time each week and ensures no important communication is missed.

Objective: Ensure every executive meeting starts with clear context, a written agenda, and defined outcomes.
Workflow: Pull calendar context, prior notes, and relevant documents into a shared brief template; AI summarizes background and drafts talking points.
AI Prompt: Prepare a one-page meeting brief for a meeting titled [Meeting Title] with [Attendees]. Include: purpose, background context, key questions to answer, proposed agenda, and decisions we need to leave the meeting with.
AI Tools Used: Google CalendarNotionChatGPT
Final Output: A one-page pre-meeting brief shared with attendees 24 hours in advance.
Business Value: Meetings become shorter, sharper, and consistently produce clear decisions.

Objective: Turn broad research questions into decision-ready executive briefs.
Workflow: Frame the question, gather sources with Perplexity, synthesize with ChatGPT, and package as a one-page brief with citations.
AI Prompt: Act as a senior research analyst. Given the question: [Research Question], produce a one-page executive brief with: TL;DR, key findings, supporting data, notable risks, and a recommended next step. Cite every source inline.
AI Tools Used: Perplexity AIChatGPTGoogle Docs
Final Output: A cited, one-page research brief written for a busy executive reader.
Business Value: Compresses days of research into hours and accelerates informed decision-making.

Objective: Protect strategic focus time, eliminate scheduling conflicts, and align time with the executive's priorities.
Workflow: Audit the recurring calendar, block deep-work windows, standardize meeting types, and enforce booking rules for external requests.
AI Prompt: Analyze this week's calendar for [Executive Name]. Identify low-value meetings, unprotected deep-work time, and scheduling risks. Propose a rebalanced calendar aligned with these priorities: [Priorities].
AI Tools Used: Google CalendarNotion
Final Output: A clean, priority-aligned weekly calendar with defended focus blocks.
Business Value: Recovers hours of high-value focus time each week and reduces context switching.

Objective: Deliver frictionless business travel with contingencies and a full briefing packet.
Workflow: Confirm objectives and constraints, build the itinerary, prepare contingencies for common disruptions, and compile a per-trip briefing document.
AI Prompt: Draft a business travel itinerary for [Executive Name] traveling from [Origin] to [Destination] on [Dates]. Include flights, ground transport, accommodation, meeting logistics, backup options, and a briefing on each meeting.
AI Tools Used: Google WorkspaceChatGPTNotion
Final Output: A complete travel packet: itinerary, confirmations, contingency plans, and meeting briefings.
Business Value: Removes travel-day stress and keeps the executive fully productive on the road.

Objective: Produce a consistent, high-signal weekly report that keeps leadership aligned.
Workflow: Collect updates from the team into a standard template, summarize into wins, blockers, and priorities, and distribute every Friday.
AI Prompt: Write a weekly operations report for [Company/Team] for the week of [Date]. Use these inputs: [Notes]. Format: Wins, Blockers, Key Metrics, Next Week's Priorities. Keep it under 400 words.
AI Tools Used: NotionGoogle DocsChatGPT
Final Output: A concise, standardized weekly report delivered to leadership every Friday.
Business Value: Keeps leadership aligned in under 10 minutes of reading per week.

Objective: Structure important decisions so they can be made quickly and with clear accountability.
Workflow: Frame the decision, list options, define criteria, evaluate tradeoffs, and recommend an action with owner and deadline.
AI Prompt: Create a one-page decision brief for the following decision: [Decision]. Include: context, options considered, evaluation criteria, tradeoffs, recommendation, owner, and deadline.
AI Tools Used: NotionChatGPT
Final Output: A one-page decision document with clear recommendation and owner.
Business Value: Faster, more auditable decisions with less back-and-forth.