Training course – Generative AI – Executive & Office Assistants

Generative AI for Assistants and Office Managers

Vendor-neutral, hands-on day: how language models work, where they go wrong and how to roll out AI successfully in your team.

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

“Generative AI for Assistants and Office Managers” is designed for roles such as Executive and team assistants, Office managers and Secretariats in companies, law firms and public bodies and shows step by step how to use Generative AI productively, safely and transparently in Executive & Office Assistants – from the fundamentals to advanced workflows.

Generative AI has reached most organisations, yet teams often lack a shared understanding of what language models can actually do and where their limits lie. In this vendor-neutral course you will learn how large language models generate text, why they hallucinate and how careful prompting, context and source checking lead to reliable results. Rather than relying on any provider's marketing claims, you will work with transparent criteria that help you compare tools and judge their fit for your own tasks.

The second focus is everyday implementation. You will identify concrete use cases in your area of work, weigh benefit, risk and effort, and draft a realistic roll-out plan for your team. This covers ground rules for handling confidential data, a practical prompt library and ways to build acceptance and make results measurable. Throughout the day you work with examples from your own field, so you leave with an actionable roadmap rather than a set of abstract ideas.

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 clearly how language models generate text and why hallucinations occur.
  • You can write prompts that consistently deliver useful, verifiable results.
  • You can compare AI tools against transparent criteria covering data protection, features and cost.
  • You can identify and prioritise concrete use cases for your area of work.
  • 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 How large language models work
  • Tokens, context windows and probabilities: what happens when a model generates text
  • Training knowledge versus web search versus your own documents (RAG)
  • Text, images, audio and code: what multimodal models can do today
  • Realistically assessing typical strengths and weaknesses in office work
Module 2 Spotting hallucinations and getting reliable output
  • Why models produce plausible-sounding errors and when the risk increases
  • Prompting techniques: role, context, examples, output format and step-by-step instructions
  • Requesting sources, cross-checking facts and introducing a four-eyes principle
  • Scoping tasks so that AI assists rather than decides
Module 3 Choosing tools without vendor bias
  • Overview of chat assistants, AI built into office suites and specialist tools
  • Criteria: data processing, hosting location, admin features, integrations and pricing model
  • Enterprise licences, API access and locally hosted open-source models compared
  • Building a simple scoring matrix for your own tool selection
Module 4 Identifying use cases in your field
  • Systematically capturing recurring writing, research and analysis tasks
  • Rating benefit, risk and implementation effort for each use case
  • Distinguishing quick wins from strategic initiatives
  • Creating a prioritised use-case backlog for your team
Module 5 Rolling out generative AI in your team
  • Usage rules: which data may go into which tool and who signs off results
  • Building and maintaining a shared prompt library and templates
  • AI champions, training formats and peer exchanges to embed new habits
  • Measuring success: documenting time saved, quality and user satisfaction
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

No technical background is required. It helps to bring along typical tasks from your day-to-day work that you would like to support with AI. 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 and internet access. A free account with a common AI assistant is sufficient; company licences are welcome.

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 Tue, 15 December 2026 6 hrs Request
  • Berlin Tue, 15 December 2026 6 hrs Request
  • Augsburg Wed, 16 December 2026 6 hrs Request
  • Hanover Thu, 10 December 2026 6 hrs Request
  • Bremen Mon, 14 December 2026 6 hrs Request
  • Stuttgart Tue, 15 December 2026 6 hrs Request
  • Kaiserslautern Fri, 11 December 2026 6 hrs Request
  • Online Thu, 10 December 2026 6 hrs Request

Frequently asked questions

Is the course tied to a specific AI tool?

No. The training is deliberately vendor-neutral. You work with widely used chat assistants and learn principles that apply to all major language models. That way you can transfer your skills to whichever tool your organisation has approved and evaluate new offerings yourself using clear criteria instead of relying on marketing statements.

How is confidential company data handled during the course?

For the exercises you use anonymised or fictitious examples from your area of work. At the same time you learn which categories of data may be entered into which tools, what to look for regarding data processing agreements and use of inputs for training, and how to set out these rules clearly for your team.

Will we leave with something concrete to implement?

Yes. You leave with a prioritised use-case backlog, a scoring matrix for tool selection, tested prompt templates and a draft set of team usage rules. These materials are designed so you can take them straight into internal discussions with management, IT and your data protection officer.

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 “Generative AI 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.

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