HOW IT WORKS

A Disciplined Four-Step Practice

The Playbook places professional judgment before the prompt, and professional review after the output, whether you use ChatGPT, Claude, Microsoft 365 Copilot, or another employer-approved AI assistant.

From AI Access to Professional Application

STEP 1

Understand the Partnership

Establish what AI can support and what must remain under human control.

STEP 2

Apply the Professional Guardrails

Consider confidentiality, organizational policy, accuracy, risk, tone, and role authority.

STEP 3

Use AI in Real EA Work

Apply the system to appropriate planning, drafting, preparation, organization, meeting support, and documentation.

STEP 4

Review Before Use

Verify facts, correct errors, restore voice, evaluate risk, and make the final professional decision.

The Human-Control Standard

  • ✓ The EA decides whether AI should be used
  • ✓ The EA controls what information is shared
  • ✓ The EA reviews all output
  • ✓ The EA verifies facts and assumptions
  • ✓ The EA protects confidential information
  • ✓ The EA preserves the executive’s voice
  • ✓ The EA owns the final work product

One Professional Standard Across Approved Platforms

Platform capabilities vary, but the EA’s responsibilities do not. Apply the same context, confidentiality, accuracy, voice, role-authority, and final-review standards in every approved AI environment.

ChatGPTClaudeMicrosoft 365 CopilotOther Employer-
Approved AI Assistants

Examples of Appropriate AI Support

Organizing non-confidential notesDeveloping first-draft outlinesPreparing question listsCreating meeting-preparation structuresImproving clarity of non-sensitive draftsBuilding checklists and planning frameworksComparing options using approved informationIdentifying gaps in a draft or plan

Examples Requiring Additional Caution or Human Control

Confidential executive informationPersonnel mattersLegal, medical, financial, or regulatory decisionsSensitive board informationUnreleased organizational strategyPerformance evaluationsPersonal identifying informationDecisions requiring organizational authorityFinal communication issued in an executive’s name

Organizational policy and approved systems always take precedence.

Use AI Deliberately. Review It Professionally.

The Executive Assistant remains accountable for the decision, the information, and the final work product.

See What’s Included