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Executive Assistant Course: Calendar, Inbox, AI, 190+ Tools

Executive and virtual assistant training: tools for calendar, inbox, meetings, briefs, travel, expenses, AI prompts

4.5 (2 ratings) 14 students 6h 59m English

Created by PapaHR ★ 175K students: Human Resources, HR Management, SHRM, AI Analytics, Recruitment, Payroll, Certification, CIPD, Claude

This course includes

  • 6h 59m on-demand video
  • Mobile, tablet & desktop
  • Full lifetime access
  • Certificate of completion

About this course

This course contains the use of artificial intelligence

190+ tools for the work that lands on an executive assistant's desk every day.

Open a working template for the next calendar request, inbox decision, meeting, brief, trip or expense report.

When every request starts from a blank page

A meeting is marked urgent, but its purpose is missing. An email needs an answer, but sending permission is unclear. A trip changes, and the itinerary, confirmations and expense handover no longer match.

Without agreed rules and a current record, the same questions return: who decides, what is confirmed, and what happens next? The executive's attention becomes the default place to resolve every gap.

A working system for daily support

The result is a connected set of documents for supporting one executive inside a company, in the office or remotely. Permissions have boundaries. Meetings have a requested result. Open items have owners and next checks. Briefs show their sources, and travel or expense changes remain visible until someone confirms them.

Each lesson produces one usable artifact through one practical assignment. The editable example gives each form context; the separate personal workspace keeps practice entries apart from your own draft.

The toolkit: 199 tools across three types
  • 8 interactive HTML files: Executive Working Agreement, Executive Calendar System, Inbox System, Meeting Pack, Briefs and Messages Kit, Travel Pack, Expenses and Office Budget, and Assistant Prompt Library.
  • 54 working parts inside those files: editable planners, registers, profiles, briefs, phrase banks, review forms and checklists. These are contained in the 8 files, rather than supplied as 54 additional downloads.
  • 137 ready tools on the slides: templates, checklists, scripts, question banks and calculation cards, available in the downloadable lesson decks.

The title rounds the total down to 190+. The count includes tools presented in different formats: a template in an HTML file may also appear on a slide. Form fields, print buttons and example variations do not add to the count.

The instructor and the practice

Learn with Mike through practical assignments and fictional business cases. The course follows Maya as she supports Daniel, the CEO of a fictional company. Names, schedules and amounts are labeled fictional examples or example numbers, so the practice requires no confidential company records.

The route through the course

First comes the working agreement: decisions, preferences, access and cover. Calendar and inbox systems then provide the daily rhythm. The next stage connects agendas and minutes to action tracking, followed by briefs and messages with clear approval checks.

Travel and expenses bring the itinerary, confirmations, receipt evidence and office budget into a consistent packet. Finally, AI is introduced for permitted routine tasks, with a prompt library and human review. AI practice appears only in the final lesson.

The HTML files open in a browser and support local saving, copying text, and printing or saving as PDF. Interface mockups show the working principles without requiring a particular calendar, email or expense platform. The files keep records; bookings, messages and approvals remain human actions.

What's included
  • 8 video lessons in 5 sections, with a downloadable slide deck for each lesson.
  • 8 interactive HTML tools containing 54 working parts, plus 137 ready tools on the slides.
  • 8 practical assignments with a consistent fictional business example and self-check questions.
  • Prepared AI drafts for example review and prompts for use with your approved AI assistant.
  • Lifetime access to all materials.
  • Active instructor support in Q&A.
  • Certificate of Completion.

The next request will need a decision whether a working rule exists or not. Start with one agreement, use it on the next request, and build the rest of the toolkit around it.

Enroll now and start your first lesson today.

Who this course is for

  • Executive assistants who want working agreements, calendar and inbox tools, meeting packs and travel checklists for supporting one executive inside a company.
  • Personal assistants whose role includes business support for a company executive and who need brief templates, message scripts and clear approval boundaries.
  • Office managers who have taken on support for a senior leader and need meeting, travel, expense and office budget tools alongside daily office work.
  • Virtual assistants supporting one company executive remotely who need shared rules, handover templates and clear written updates across locations.
  • Administrative assistants moving into executive support who want a complete set of editable tools and a fictional example to practice with.

How to get it for free

  1. Press Get this course free — Udemy opens with the coupon applied.
  2. Sign in to (or create) your free Udemy account.
  3. Check the price shows Free, then enroll. The course stays in your account.

Coupons end on a set date or when their redemptions run out, sometimes without notice. If the price isn’t Free at checkout, the offer has ended — try another course.

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