New to AI tools? Start with one tool from the Writing or Meetings category - these tend to show the fastest, most tangible results for EAs. Once you're comfortable, layer in productivity and creative tools from there.
General Productivity & Workflow
Notion AI
Smart workspace automation for notes, content drafting, and meeting summaries. Built directly into Notion so no extra switching required.
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ClickUp AI
Project management with built-in task automation - ideal for remote teams and event planning. Writes summaries, generates subtasks, and drafts updates.
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Zapier
Connects your apps and automates repetitive workflows without code. If you do the same thing more than three times, Zapier can probably handle it.
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Reclaim AI
Optimizes calendars automatically for meetings, focus time, and task prioritization. Syncs with Google Calendar and learns your preferences over time.
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Writing, Messaging & Communication
ChatGPT
Versatile writing assistant for emails, brainstorming, and workshop content. The most capable general-purpose AI writing tool available.
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GrammarlyGO
Enhances tone, clarity, and grammar in written communication. Goes beyond spell-check to rewrite and improve entire passages.
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HyperWrite
Personalized writing assistant that learns and mimics your voice over time. Great for maintaining a consistent tone across all executive communications.
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Tome AI
Creates elegant, story-driven presentations with minimal effort. Input your talking points and Tome builds a polished narrative deck.
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Microsoft Copilot
Helps foster engagement, draft communications, and moderate events within Microsoft 365. Deeply integrated with Outlook, Teams, and Word.
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Claude
AI assistant from Anthropic for drafting emails, summarizing documents, brainstorming, and handling complex writing tasks. Excels at nuanced, long-form communication that sounds like you.
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Creative & Visual Tools
Canva AI
Design templates and image generation for invites, social posts, and branding. Magic Studio features make professional design accessible to anyone.
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Adobe Firefly
Text-to-image and video generation with full Adobe Creative Cloud integration. Built for commercial use with licensing built in.
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Runway ML
AI-powered video editing and creative effects. Ideal for producing polished workshop recap videos or promotional content.
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PicLumen
Generates stunning visuals from text prompts. Great for creating custom imagery for presentations, newsletters, and event materials.
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Meetings & Collaboration
Otter.ai
Transcribes meetings and generates summaries automatically. Integrates with Zoom, Teams, and Google Meet - great for capturing workshop notes without lifting a pen.
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Fireflies.ai
Records and analyzes voice conversations with searchable transcripts. Pulls action items and key moments automatically so nothing falls through the cracks.
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Descript
Edit audio and video by editing the transcript - as easy as editing a Word doc. Perfect for producing workshop recordings and polished recaps.
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Fathom
Free AI meeting recorder that transcribes, highlights, and summarizes Zoom calls automatically. One of the most popular notetaking tools among EAs for capturing action items without lifting a pen.
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Business & Strategic Growth
Perplexity Pro
AI-powered research engine with cited sources and reliable summaries. Better than a search engine when you need fast, trustworthy answers on complex topics.
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Jasper AI
Marketing and content creation with SEO optimization and brand voice control. Ideal for producing consistent communications across multiple channels.
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Salesforce Einstein
CRM insights and automation for personalized outreach and engagement. Surfaces the right information at the right time to support implementer relationships.
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Prompt Library
Ready-to-use prompts for the situations EAs run into every day. Copy any prompt, paste it into your AI tool of choice, and customize the bracketed parts for your situation.
Email & Communication
Draft a professional follow-up email
Draft a professional follow-up email on behalf of [executive name]. We met with [contact name] at [company] on [date] to discuss [topic]. The tone should be warm but concise. Key next steps to reference: [list next steps].
Adjust the tone of a draft email
Rewrite the following email to sound [more formal / warmer / more direct / more empathetic]. Keep the core message intact but adjust the tone to match a [professional / friendly / executive] voice. Here is the original email: [paste email]
Write an introduction email between two contacts
Write a double opt-in introduction email connecting [Person A name, title, company] with [Person B name, title, company]. The reason for the introduction is [reason]. The tone should be professional and warm. Keep it brief - two short paragraphs maximum.
Decline a request politely on behalf of an executive
Write a polite decline email on behalf of [executive name] in response to [request type - speaking engagement / meeting / partnership / etc.]. The reason for declining is [reason, or "we are unable to share the specific reason"]. Keep the tone respectful and leave the door open for future connection if appropriate.
Meeting Prep & Recaps
Summarize meeting notes into action items
Summarize the following meeting notes into a clean recap. Include: a 2-3 sentence summary of what was discussed, a bulleted list of decisions made, and a list of action items with the owner and due date for each. Here are the notes: [paste notes]
Build a meeting agenda
Create a structured agenda for a [length] meeting with [attendees / team name]. The goals of this meeting are [goals]. Topics to cover include: [list topics]. Please include time allocations for each item and a brief description of what needs to be accomplished in each section.
Write a post-meeting follow-up with action items
Write a post-meeting follow-up email to send to all attendees of [meeting name] held on [date]. Summarize the key discussion points, list the agreed-upon action items with owners and deadlines, and note the date of the next meeting. Tone should be professional and clear. Action items: [list items]
Scheduling & Travel
Draft a scheduling conflict resolution email
Write an email on behalf of [executive name] to [recipient] explaining that we need to reschedule our [meeting type] originally set for [date/time]. The reason is [reason, or "a conflict has come up"]. Propose these alternative times: [list times]. Keep the tone apologetic but professional.
Build a travel itinerary
Create a clean, easy-to-read travel itinerary for [traveler name] traveling from [origin] to [destination] on [dates]. Include: flight details, hotel check-in/out, meeting schedule, ground transportation, and any important notes. Format it chronologically by day. Here are the raw details: [paste details]
Research & Reporting
Summarize a long document or article
Summarize the following document in 3-5 bullet points. Focus on the most important takeaways and any action items or decisions required. Keep the language clear and concise. Here is the document: [paste content]
Write a weekly end-of-day or end-of-week report
Write a concise end-of-[day/week] report for [executive name] based on the following notes. Format it with three sections: Completed (what was finished), In Progress (what is still open), and Coming Up (key priorities for tomorrow/next week). Notes: [paste notes]
EOS-Specific
Write a Quarterly Session prep email to a client
Write a prep email to send to the leadership team at [company name] ahead of their Quarterly Session on [date] at [location]. Include: a reminder of the date, time, and location; what they should come prepared with (Rock updates, Scorecard review, Issues to discuss); and an encouraging, energizing tone. The session will run approximately [length].
Summarize a Quarterly Session into a recap email
Write a post-Quarterly Session recap email to send to the leadership team at [company]. Include: a brief summary of the session, the Rocks set for this quarter with owners, any major decisions made, and key to-dos with deadlines. Tone should be energizing and forward-looking. Session notes: [paste notes]
Draft a Rock status update
Write a clear, concise Rock status update for the following Rock. Status should be either On Track or Off Track. Include what has been completed so far, what is still remaining, and any obstacles or support needed. Rock title: [Rock title]. Owner: [name]. Due date: [date]. Progress notes: [paste notes]
Write a new client onboarding email
Write a warm welcome and onboarding email from [implementer name] to the leadership team at [company name] who has just signed on as a new EOS client. Include: a welcome message, what they can expect in the first 90 days, any immediate next steps or prep work needed, and contact information for questions. Tone should be confident, warm, and reassuring.