Claude for Executive Assistants Masterclass
Practical AI skills with Claude to elevate your workflow, strengthen your judgement, and give you more time for the work that matters.
Next Masterclass: 23rd June 2026
A focused, hands-on training session designed specifically for busy Assistants who want to use Claude with clarity, confidence, and purpose.
NEXT DATES:
Tuesday 23rd June 2026
Wednesday 2nd September 2026
Claude has quickly become one of the most trusted AI tools for EAs. Built by Anthropic with a strong focus on safety, accuracy, and thoughtful reasoning, it supports decision-making, communication, planning, problem-solving, and analysis, but only when you know how to use it well.
This Claude for Executive Assistants Masterclass shows you exactly how to make Claude a reliable, practical extension of your existing workflow, without adding complexity or extra steps. This is practical AI for real EA work.
This Masterclass shows you exactly how to make Claude a reliable, practical extension of your existing workflow, without adding complexity or extra steps.
MASTER THE INTERFACE
Get fluent with Chat, Projects, Artifacts, and the Claude desktop app, so you can choose the right tool for every task.
BUILD WITH SKILLS
Use Skills, Projects, and reusable prompt frameworks to turn Claude into a tailored Assistant for your Executive's world.
CONNECT & EXTEND
Bring your tools, files, and inboxes to Claude with Connectors, Cowork, and Research mode to handle real EA workloads.
MASTERCLASS OVERVIEW
Part One: Meet Claude — Foundations for the Modern EA
In the first part of the Masterclass, we establish a clear, practical understanding of what Claude is, how it differs from other AI tools, and how it fits into the day-to-day work of modern Assistants.
What Claude Is, and Why It Matters for EAs
Get a grounded explanation of Claude’s strengths, design principles, and appropriate use cases in high-trust, confidential roles, including how Anthropic’s focus on safety makes Claude well-suited to Executive Office work.
Your First Conversation with Claude
Walk through your very first interaction step by step, from logging in to running your first prompt, building confidence from the moment you begin.
Getting Better Results
Learn the small adjustments to how you write, structure, and frame prompts that lead to dramatically better, more accurate, more professional outputs.
Choosing Where to Work: Chat, Cowork, and the Desktop App
Understand the three main ways to interact with Claude, when to use the browser, when to download the desktop app, and when Cowork is the right tool for the job.
- Identify where Claude adds genuine value in your EA workflow
- Learn how to write prompts that produce reliable, on-brand outputs
- Use Claude confidently as a practical, trusted support tool
Part Two: Organising Your Work with Projects, Artifacts & Skills
In this section, we move from one-off prompts to building a structured, reusable Claude workspace that mirrors how you actually work as an EA.
Introduction to Projects
Learn how to use Projects to keep all the context for a particular Executive, client, board, or workstream in one place, so Claude understands the people, tone, and priorities every time you open a chat.
Creating with Artifacts
Discover how Artifacts let you create, edit, and refine documents, briefing notes, agendas, and even simple interactive tools side by side with Claude, instead of copying and pasting endlessly.
Working with Skills
Explore how Skills let Claude follow specific, repeatable instructions for tasks you do often, from formatting board papers to drafting expense summaries, so the output is consistent and on-brand every single time.
Building a Reusable EA Toolkit
Combine prompt templates, Projects, and Skills into a personal Claude toolkit you can reach for whenever a familiar task appears, saving hours of trial and error.
- Set up Projects for each Executive, board, or recurring workstream
- Use Artifacts to draft and refine documents in real time
- Apply Skills to standardise the tasks you do every week
Part Three: Expanding Claude's Reach — Connectors, Search & Research
The third part of the Masterclass focuses on connecting Claude to the tools and information you already rely on, so it can work alongside your existing systems rather than as a separate place to remember.
Connecting Your Tools
Learn how to safely connect Claude to the apps you use every day, including Google Drive, Outlook, calendars, and other key Executive Office tools, so Claude can act on real information without compromising security.
Enterprise Search
See how Claude can search across your connected files and tools to surface the right document, email, or note in seconds, replacing the daily hunt through folders and inboxes.
Research Mode for Deep Dives
Use Research mode to ask Claude to investigate a topic, person, market, or supplier in depth, returning a structured, sourced briefing your Executive can actually use.
Putting It All Together
Work through real EA scenarios end to end, from preparing a board pack to planning a complex international trip, using Projects, Skills, Connectors, and Research together.
- Connect Claude securely to the tools you already trust
- Find documents and information across your workspace in seconds
- Produce thorough, sourced research without spending hours on it
Part Four: Claude in Action & Working Responsibly
The final part of the Masterclass focuses on real EA use cases, working responsibly with AI, and how to keep developing once the session ends.
Claude in Action: Use Cases by Role
Walk through realistic EA scenarios across inbox triage, meeting prep, travel planning, board paper drafting, expense management, research, and stakeholder communication, with prompts you can take straight back to your desk.
Other Ways to Work with Claude
Get a clear picture of how Claude shows up beyond the chat interface, from scheduled tasks in Cowork to embedded uses inside other apps, and how to choose the right model for the job.
Working Responsibly: Permissions, Privacy & Safe Use
Learn straightforward, practical principles for using Claude responsibly with confidential and personal information, including what to share, what to redact, and how to manage permissions across your team.
Conclusion, Certificate & What’s Next
Close the session with a clear, personalised plan for embedding Claude into your role, plus your Certificate of Completion and a curated list of next steps to keep building your AI fluency.
- Use Claude safely within professional and confidentiality boundaries
- Apply real EA prompts and workflows from day one
- Leave with a Certificate of Completion and a clear development path
Key Takeaways
Confident Prompting
Walk away with a library of proven prompt frameworks built specifically for Executive Assistant work, so every output feels accurate, professional, and on-brand.
Smart Workspaces
Learn to build Projects and use Skills so Claude understands your Executive, your industry, and your tone of voice without you having to explain every time.
Connected Workflows
Discover how to link Claude to your calendar, inbox, drive, and tools, so it can work with the systems you already use, not alongside them.
Future-Ready EA Skills
Position yourself as the AI-savvy EA who can lead the way in adopting trusted, modern AI tools, raising your value to your Executive and your organisation.
Join the ChatGPT Masterclass
Pay in your chosen currency.
Join the June 2026 Masterclass
Tuesday 23rd June 2026-
3 hour LIVE Masterclass
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Includes All Slides and Handouts
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Access to the post-masterclass recording for three months
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Certificate on completion of the Masterclass
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BONUS: The Productivity Hacks Template Bundle
Join the September 2026 Masterclass
Wednesday 2nd September 2026-
3 hour LIVE Masterclass
-
Includes All Slides and Handouts
-
Access to the post-masterclass recording for three months
-
Certificate on completion of the Masterclass
-
BONUS: The Productivity Hacks Template Bundle
Make the Ask
Download the business case
Don’t let budget approval stop you from enrolling
If you want to take the Masterclass but are unsure how to ask your Executive or L&D department to cover the cost of the course, don’t worry, we have you covered. Download our course brochure and business case. Both documents have helped 100s of Assistants ask their organisations to cover the Masterclass fees and enrol in the event.
EA's love our Masterclasses, but don’t just take our word for it!
Bonus
Productivity Hacks for Assistants
50 Productivity Templates (Value $90)
We know that being an Assistant is not just about managing schedules or taking notes. It involves wearing multiple hats, problem-solving on the fly, and ensuring smooth operations amidst the chaos.
The digital materials provided in this bundle will equip you with the skills and strategies needed to maximise your potential and transform you into an exceptional Assistant.
Typically valued at $90, these templates are your secret weapon for effortlessly managing your time.
What You’ll Walk Away With
A ready-to-use library of prompts tailored for Executive Assistants, so you can generate accurate, professional outputs without wasting time.
Simple frameworks to keep sensitive data safe, apply risk-tiering, and use ChatGPT with confidence in any situation.
Step-by-step methods to integrate ChatGPT into daily EA taskS, from inbox triage to meeting prep, saving hours each week.
The confidence and credibility to lead AI adoption in your organization, positioning yourself as an indispensable, forward-thinking EA.
Have Questions? We have answers.
The ChatGPT for Executive Assistants Masterclass takes place on:
- Tuesday 23rd June 2026. The Masterclass starts at 11.00am ET | 4.00pm GMT
- Wednesday 2nd September 2026. The Masterclass starts at 11.00am ET | 4.00pm GMT
Check your timezone on Worldtime Buddy.
The Masterclass is 3.5 hours.
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us, and we will review your request.
Yes, get in touch with us. We will send you an invoice for the course. We also offer discounts for teams of Assistants.
When you sign up for the masterclass, you’ll also gain access to all the downloadable resources and recorded video training for three months. This way, you can revisit the course at your own pace and at your convenience.
Absolutely! We have many Assistants from all over the world who have completed the masterclass. The strategies you’ll learn in this Masterclass are universally applicable.
