Training course – AI Agents – Executive & Office Assistants

AI Agents for Assistants and Office Managers

Agentic AI for business teams: understand AI agents, automate workflows safely and keep control with human-in-the-loop and governance.

Duration
6 hours, one session
Format
Online or on-site
Language
German or English
Participants
open dates or exclusive for your team
Certificate
Certificate of attendance

Overview

“AI Agents for Assistants and Office Managers” is a hands-on course for roles such as Executive and team assistants, Office managers and Secretariats in companies, law firms and public bodies. Rather than learning AI Agents in the abstract, you work on tasks from your daily routine – with examples, exercises and templates from Executive & Office Assistants.

AI agents go a step beyond conventional chat assistants: they plan sub-tasks, use tools such as search, files or business applications and complete multi-step work largely on their own. In this compact course you will learn how agents are built, how they differ from chatbots and traditional automation, and which tasks genuinely justify their use. Widely used platforms serve as practical examples, including Microsoft Copilot Studio, custom GPTs and Claude with projects and tool connections.

In the hands-on sessions you design agent workflows for tasks from your own area of work, from triaging requests through research and drafting to handing results over to business systems. You decide where a person reviews and approves, which permissions an agent receives and how errors are detected. A dedicated block covers governance, data protection and accountability, so that your agents not only work but remain controllable, traceable and defensible within your organisation.

Assistants and office teams are the organisational hub of any business: they coordinate diaries and travel, prepare meetings, pull information together, handle correspondence and keep operations running smoothly. Generative AI is a particularly effective tool for this role. It drafts emails and letters in the right tone, summarises long email threads and documents, produces minutes, translates correspondence and structures presentations. AI agents and automations take over recurring workflows such as scheduling, filing or preparing expense claims. This frees up capacity for more demanding work in project coordination, communication and organisational development – making the assistant role more strategic.

The course is delivered live – either online in a virtual classroom or on-site in our training rooms in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart and Kaiserslautern. We can also run it exclusively for your team.

Who is this course for?

  • Executive and team assistants
  • Office managers
  • Secretariats in companies, law firms and public bodies
  • Reception and facilities office staff
  • Project assistants

Typical challenges we address

  • Overflowing inboxes and many parallel requests
  • Heavy coordination effort for meetings, travel and events
  • Repetitive writing and formatting work
  • Information scattered across emails, documents and tools

What you will be able to do

  • You can explain how AI agents are structured and clearly distinguish them from chatbots and classic automation.
  • You can select a suitable agent platform for your requirements using transparent criteria.
  • You can design an agent workflow for a real process in your area and build a working prototype.
  • You can define human-in-the-loop checkpoints, test cases and escalation rules.
  • Handle correspondence, summaries and minutes much faster with AI.
  • Organise meetings, travel and events using AI-supported templates and checklists.
  • Automate recurring office workflows with simple AI and no-code tools.

Course outline

Module 1 What makes an AI agent
  • Agent building blocks: language model, instructions, knowledge, tools and memory
  • How agents differ from chatbots, macros and classic workflow automation
  • Levels of autonomy: from suggestion-making assistants to agents that act independently
  • Realistically judging which tasks suit agents and which do not
Module 2 Platform overview: Copilot Studio, GPTs and Claude
  • Microsoft Copilot Studio: agents grounded in company data and connected to Microsoft 365
  • Custom GPTs: configuring instructions, knowledge files and actions
  • Claude with projects, knowledge bases and tool access via the Model Context Protocol
  • Selection criteria: data access, integrations, administration and licensing
Module 3 Designing and building agent workflows
  • Breaking tasks into steps and defining hand-offs between agent and human
  • Writing system instructions, examples and knowledge sources for consistent output
  • Connecting tools: search, documents, email, spreadsheets and business applications
  • Building a prototype agent for a real process from your own area
Module 4 Human-in-the-loop, quality and error handling
  • Setting approval steps, escalation rules and thresholds for human review
  • Test cases, evaluation criteria and spot checks for quality assurance
  • Common failure modes: wrong tool choice, endless loops and fabricated facts
  • Using structured user feedback to improve the agent over time
Module 5 Governance, security and roll-out
  • Roles and responsibilities across business units, IT, data protection and works council
  • Least-privilege permissions, logging and protection against prompt injection
  • Positioning under the EU AI Act and GDPR: transparency, documentation and data flows
  • From pilot agent to production: operation, maintenance and measuring success
Module 6 Practice lab: Executive & Office Assistants
  • Emails and correspondence
  • Summarising email threads
  • Meeting preparation and follow-up
  • Travel and event planning
  • Presentations and documents
  • Automating routines
Module 7 Data protection, quality & transfer to daily work
  • Assistants often handle confidential correspondence, HR and board matters, which may only be processed in approved AI environments. In professions bound by confidentiality, such as law firms or medical practices, additional secrecy obligations apply, and third-party contact data is subject to the GDPR.
  • Ground rules for safe AI use in your team
  • Checking results: facts, sources, tests and the four-eyes principle
  • Personal action plan for the next 30 days
  • Open questions, outlook and resources for further learning

Practical scenarios from your field

Emails and correspondence

AI drafts replies, declines, invitations and reminders in the right tone, cuts long texts down to essentials and translates business correspondence – you review and send.

Summarising email threads

Long threads and documents are condensed into decisions, open questions and next steps so you can brief your manager in a few minutes. Pending actions are clearly flagged.

Meeting preparation and follow-up

Agendas, briefing packs and attendee information are prepared; after the meeting, notes become structured minutes with an action list. Owners and deadlines are assigned so follow-up works without extra coordination.

Travel and event planning

AI helps structure travel requirements, build event schedules and checklists and present information for attendees in a clear format. Comparison overviews of hotels and connections can also be produced quickly.

Presentations and documents

Bullet points become outlines and slide text, tables are cleaned and formatted and templates for recurring documents are standardised. The result is professional, consistently designed documents in far less time.

Automating routines

Recurring tasks such as filing attachments, collecting responses or chasing deadlines are linked up using no-code automation and AI agents. This saves valuable time every single day.

Prerequisites

You should already use an AI assistant such as ChatGPT, Copilot or Claude on a regular basis. No programming skills are required. Experience as an assistant, secretary or office manager and confident use of standard office software.

Technical requirements

You will need a laptop with an up-to-date browser. Ideally you have access to at least one agent platform such as Copilot Studio, ChatGPT with GPTs or Claude; practice accounts can be provided if needed.

Data protection & compliance

Assistants often handle confidential correspondence, HR and board matters, which may only be processed in approved AI environments. In professions bound by confidentiality, such as law firms or medical practices, additional secrecy obligations apply, and third-party contact data is subject to the GDPR.

Dates & locations

For every location we suggest a date roughly four weeks ahead. Your preferred date is always possible.

  • Munich Fri, 11 December 2026 6 hrs Request
  • Salzburg Wed, 16 December 2026 6 hrs Request
  • Berlin Fri, 11 December 2026 6 hrs Request
  • Augsburg Tue, 15 December 2026 6 hrs Request
  • Hanover Wed, 16 December 2026 6 hrs Request
  • Bremen Wed, 16 December 2026 6 hrs Request
  • Stuttgart Thu, 10 December 2026 6 hrs Request
  • Kaiserslautern Thu, 10 December 2026 6 hrs Request
  • Online Wed, 16 December 2026 6 hrs Request

Frequently asked questions

Do I need programming skills to build AI agents?

No. The platforms used on the course rely on visual interfaces, plain-language instructions and ready-made connectors. You learn to specify agents precisely from a business perspective, connect tools and test workflows. Where deeper technical integration would be needed, you will know which requirements to put to your IT team.

Which platform will we use during the course?

The course is vendor-neutral and uses Microsoft Copilot Studio, custom GPTs and Claude as examples. You build your prototype on the platform that is available or planned in your organisation. The principles of workflow design, control and governance you learn carry over to other agent solutions as well.

How do I stop an agent from acting without control?

Through deliberate design: agents receive only the minimum permissions they need, critical actions such as sending, booking or deleting require human approval, and every step is logged. In addition, you define test cases and escalation rules. These are exactly the control mechanisms you develop for your own use case during the course.

Do I need any technical background?

No. If you are confident with email, word processing and spreadsheets, you have everything you need. The course works with real tasks from an assistant's day and shows step by step how to use AI assistants and simple automations. Templates from the course can be reused straight away.

How do I handle confidential content?

Confidential board, HR or client information belongs only in tools approved by your organisation. In the course you learn to anonymise content, work with placeholders and recognise when it is better not to use AI at all. You also draft simple rules to agree with your manager.

How much does “AI Agents for Assistants and Office Managers” cost?

The course costs a flat €949 plus VAT per participant – whether online or on-site. This includes 6 hours of live training with a trainer, course materials, a lab environment and a certificate of attendance.

Can I suggest my own date?

Yes. For every location we suggest a date roughly four weeks ahead. In the request form you can always describe your preferred date or period in free text – we check availability and get back to you within one working day.

Is the course online or on-site?

Both are possible: live online in a virtual classroom or on-site in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart and Kaiserslautern. We can also run the course exclusively for your team.

Can the course be tailored to our team?

Yes. Tailor-made courses cost approx. €4,500 more, depending on the topic and by arrangement. We agree content, examples and exercises with you in advance.

More courses for Assistants and Office Managers

More AI Agents courses

All 45 AI Agents courses

AI Agents – MunichAI Agents – SalzburgAI Agents – BerlinAI Agents – AugsburgAI Agents – HanoverAI Agents – BremenAI Agents – StuttgartAI Agents – KaiserslauternAI Agents – Online