Written by the AIKit Editorial Team — practitioners who tested each AI tool across 200+ real EA workflows including executive correspondence, board pack summarisation, and pre-meeting intelligence preparation.
Executive assistants operate in one of the most demanding information environments in any organisation. You are managing a senior leader's time, reputation, and relationships simultaneously — fielding emails, preparing briefings, coordinating diaries across time zones, and making sure every meeting the executive walks into, they walk in prepared.
AI does not replace any of that judgement. What it does is eliminate the mechanical writing labour that sits underneath it — the first draft of a difficult email, the three-page board report distilled to a one-page brief, the background research on a meeting attendee. This guide covers exactly which tools to use for which EA tasks, with copy-paste prompt templates you can use today.
The 4 best AI tools for executive assistants
The four AI tools with the most immediate value for EAs are ChatGPT (correspondence and communications), Claude (long document synthesis), Perplexity AI (live research and intelligence), and Notion AI (meeting workflow organisation). Each covers a distinct category — the goal is knowing which to open first.
1. ChatGPT (OpenAI) — best for executive correspondence and communications
Free at: chat.openai.com · Paid: $20/month (GPT-4o, higher limits)
ChatGPT is the most versatile EA writing tool. Its strength is producing polished, professional language at speed — critical when you are drafting on behalf of a senior executive whose correspondence reflects their personal brand. Give ChatGPT a clear brief, the executive's tone of voice, and the outcome required, and it produces a first draft in under two minutes that would otherwise take 30.
Best EA use cases for ChatGPT:
- Drafting executive correspondence — responses to senior stakeholders, partner organisations, and media enquiries
- Writing meeting agendas with time allocations and pre-read notes
- Producing action item summaries from bullet-point meeting notes
- Drafting calendar coordination emails across multiple time zones
- Writing polite but firm schedule change or meeting decline messages
Draft a professional email from [Executive Name / Title] to [Recipient Name / Title] at [Organisation]. Purpose: [e.g. declining a speaking invitation]. Tone: [e.g. warm but firm, brief, no excessive pleasantries]. The executive's voice is [e.g. direct and concise / formal and measured]. Include: one sentence of genuine appreciation, a clear decision, and an optional door open for future contact. Under 120 words.
Create a meeting agenda for a [duration] [meeting type, e.g. quarterly board review / investor call]. Attendees: [list roles]. Objectives: [list 2–3 outcomes]. Format: timed agenda items with lead names, a standing AOB item, and one pre-read note per agenda item. Keep total to one page.
2. Claude (Anthropic) — best for synthesising long documents and board packs
Free at: claude.ai · Paid: $20/month (higher limits and priority)
EAs regularly encounter documents that would take an hour to read properly — annual reports, board packs, lengthy contracts, due diligence summaries. Claude handles documents up to 200,000 tokens (~150,000 words) and produces structured, accurate summaries. It is significantly better than ChatGPT at holding the detail of a long document in context and surfacing specific information when asked.
Claude also produces more careful, considered prose than ChatGPT — valuable when drafting sensitive communications where tone matters as much as content.
Best EA use cases for Claude:
- Summarising board packs and annual reports into one-page executive briefs
- Extracting key terms, dates, and obligations from lengthy contracts
- Reading lengthy board committee papers and flagging decisions required
- Drafting nuanced communications — restructure announcements, sensitive stakeholder letters
- Preparing talking points from a complex briefing document
I'm pasting a board pack below. Produce a one-page executive briefing covering: (1) top 3 strategic decisions required at this meeting, (2) key financial figures with brief context, (3) any risks or issues flagged for board attention, (4) any votes or approvals required. Use plain English — no jargon. Format as a structured brief my CEO can read in 5 minutes. [Paste document]
Confidentiality note: Never paste genuinely confidential data — board-level financials, unreleased strategy, or personal details — into any AI tool. Use placeholders ([Company A], [Director Name]) and fill in real details only after the AI has drafted the structure.
3. Perplexity AI — best for pre-meeting research and intelligence
Free at: perplexity.ai · Paid: $20/month
Perplexity AI searches the live web and cites every source — making it the right tool whenever you need current, accurate information rather than AI-generated language. For EAs, this is invaluable before any important meeting: who is the executive meeting, what is their background, what has their organisation been in the news for recently, what is their industry's current strategic context?
Unlike ChatGPT and Claude, Perplexity AI will not hallucinate facts about real people or organisations — it pulls from live sources and shows you exactly where each piece of information came from.
Best EA use cases for Perplexity AI:
- Pre-meeting research on external attendees — background, role history, recent news
- Researching an organisation before a partnership or investor meeting
- Industry context briefings — what is happening in a sector before your executive speaks at a conference
- Checking travel logistics, venue information, and local context for international trips
- Researching protocol and etiquette for meetings in unfamiliar industries or regions
My executive is meeting [Name], [Title] at [Organisation] on [date]. Provide: (1) their professional background and current role summary, (2) any recent news about them or their organisation in the last 6 months, (3) their organisation's current strategic priorities or public announcements, (4) any mutual connection points or shared context relevant to our organisation [brief description]. Cite all sources.
4. Notion AI — best for meeting workflow and action item management
Free as part of Notion: notion.so · AI add-on: $10/month
Notion AI is built into Notion workspaces and delivers its value inside the tool your team already uses to track meetings, projects, and tasks. For EAs who manage an executive's schedule and action log in Notion, the AI add-on converts raw meeting notes into structured action items and assigns them instantly — eliminating the 30–45 minute post-meeting write-up.
Best EA use cases for Notion AI:
- Converting raw meeting notes into structured action items with owners and deadlines
- Generating follow-up email drafts directly from meeting notes
- Summarising long Notion project pages for executive review
- Maintaining an executive travel and calendar database with AI-assisted updates
AI Survival Kit for Executive Assistants
30 copy-paste EA prompts · 30-day action plan · AI tool cheat sheet · executive briefing templates. Instant PDF. $97.
View the Executive Assistants Kit →Which AI tool for which EA task — quick reference
Use this table as a daily reference. Each tool covers a different category of EA work — the goal is knowing which to open first, not which to use exclusively.
| EA Task | Best Tool | Why |
|---|---|---|
| Executive correspondence drafts | ChatGPT | Fast, polished, tone-adaptable language |
| Board pack / report summaries | Claude | 150K-word context, accurate synthesis |
| Pre-meeting research (people) | Perplexity AI | Live web, cited sources, no hallucination |
| Meeting agendas | ChatGPT | Structured output, time-allocated format |
| Contract / legal document review | Claude | Handles long documents, extracts obligations |
| Industry / organisation background | Perplexity AI | Current, sourced, accurate |
| Meeting notes → action items | Notion AI | Built into workspace, zero friction |
| Travel coordination emails | ChatGPT | Clear logistics language, fast drafting |
A typical EA day with AI — what this looks like in practice
Here is a realistic workflow for an EA supporting a C-suite executive. These are not hypotheticals — they are tasks that were taking 4–5 hours and now take 90 minutes with AI support.
8:00 am — Pre-meeting preparation: The executive has a 10am meeting with a prospective partner organisation. Use Perplexity AI to research the company, the attendees, and their recent news. Paste the summary into a one-page brief using the template from the AI Survival Kit. Done in 15 minutes instead of 45.
9:00 am — Correspondence: Clear 12 emails from the executive's priority inbox using ChatGPT to draft responses. Review and personalise each one before sending. Average time per email: 4 minutes instead of 12.
11:30 am — Post-meeting notes: Meeting ran to 11:25am. Paste rough notes into Notion AI. Action items are extracted, assigned, and formatted. Follow-up email to attendees drafted. Done in 8 minutes instead of 35.
2:00 pm — Board pack prep: The executive needs to read a 60-page board committee paper before Thursday. Paste it into Claude. Receive a structured one-page brief: decisions required, key data, risks flagged. Done in 10 minutes instead of 90.
Across a full working day, the time saving compounds. The AI does not make you a better EA — your judgement, relationships, and institutional knowledge do that. AI eliminates the mechanical writing and reading labour so you spend more time on the work only you can do.
Getting started — free setup in 10 minutes
- Create a free ChatGPT account (GPT-4o, no card required)
- Create a free Claude account (Claude 3.5 Sonnet, no card required)
- Create a free Perplexity AI account
- Bookmark the AI Glossary — useful when tools reference unfamiliar terms
- Use one prompt template above for the next task that lands in your inbox
The AI Skills for Your Resume guide covers how to articulate these new skills on your LinkedIn profile and in your next performance review.
Frequently asked questions
What is the best AI tool for executive assistants in 2026? +
ChatGPT for executive correspondence and agendas, Claude for synthesising board packs and long contracts, Perplexity AI for pre-meeting research on people and organisations, and Notion AI for meeting notes to action items. Most high-performing EAs use all four — each covers a different category of work.
Can AI help with executive calendar and travel coordination? +
Yes. ChatGPT and Claude both excel at drafting coordination emails — confirming logistics, arranging itineraries, and communicating schedule changes to stakeholders. The EA reviews and sends; AI handles the first draft. A 45-minute task becomes a 10-minute one.
Is AI safe to use for confidential executive communications? +
Use AI for structure and language, not to process genuinely confidential data. Do not paste board-level financial data, unreleased strategy, or personal details into any AI tool. Use placeholders — [Executive Name], [Company A] — and complete the real details before sending.
Can AI prepare executive briefing documents? +
Yes. Claude is the best tool — paste a long annual report, board pack, or contract and ask for a one-page executive summary with key decisions required. Perplexity AI can research meeting attendees and their organisations to prepare background intelligence in advance.
Do executive assistants need to pay for AI tools? +
No. ChatGPT, Claude, and Perplexity AI all have free tiers covering the majority of EA workflows. The AI Survival Kit for Executive Assistants is designed to work entirely on free tool tiers — no paid subscriptions required to get results.
AI Survival Kit for Executive Assistants
30 copy-paste EA prompts · 30-day action plan · executive briefing templates · AI tool cheat sheet · instant PDF · $97.
Get the Executive Assistants Kit →