AI TRAINING
AI for the SME Office Manager
Master practical AI tools to handle back-office tasks faster, with less effort and fewer errors.
What it covers
A hands-on workshop designed for office managers and executive assistants in small and mid-sized businesses. Participants learn to use AI tools for scheduling, meeting notes, vendor follow-up, travel coordination, recurring reports, and employee onboarding — without writing a single line of code. The format blends short demonstrations with guided practice on real tasks, so attendees leave with working routines they can apply the next morning. No technical background required.
What you'll be able to do
- Set up an AI-powered scheduling workflow that reduces back-and-forth emails by at least 50%
- Use an AI note-taking tool to produce structured meeting minutes and action items automatically
- Draft and personalise vendor follow-up emails using a prompt template you build during the session
- Create a reusable AI-assisted report template for a recurring business task you own
- Apply a simple checklist to evaluate whether a new AI tool is safe to use with company data
Topics covered
- AI-assisted calendar and meeting scheduling (Calendly, Reclaim, Notion AI)
- Automated meeting note-taking and action item extraction
- Drafting vendor emails and follow-up sequences with AI
- Travel and expense coordination using AI tools
- Building recurring report templates with AI assistance
- Employee onboarding checklists and document generation
- Safe and compliant use of AI tools with business data
- Choosing and evaluating no-code AI tools for office tasks
Delivery
Delivered in-person or via videoconference as a full-day workshop (6–8 hours including breaks). Participants work on their own laptops using free-tier or trial versions of tools introduced during the session. Approximately 60% of time is hands-on practice; 40% is demonstration and discussion. A printed or digital reference card summarising key tools and prompts is provided. Sessions can be run in French or English.
What makes it work
- Choosing one high-frequency task (e.g. meeting notes) to automate first and tracking time saved
- Establishing a simple team policy for which data can and cannot be used with AI tools
- Scheduling a 30-day follow-up check-in to share what worked and troubleshoot blockers
- Having management visibly endorse and use the same tools to normalise adoption
Common mistakes
- Adopting too many tools at once instead of mastering one workflow before adding another
- Pasting sensitive company or client data into public AI chatbots without checking data policies
- Expecting AI output to be final without a human review step built into the process
- Skipping the prompt refinement stage and dismissing AI as unhelpful after one poor result
When NOT to take this
This workshop is not suitable for office managers who already have structured AI workflows in place and are looking to build custom automations or integrations — they need a practitioner-level programme focused on no-code automation platforms or API-based tooling.
Providers to consider
Sources
This training is part of a Data & AI catalog built for leaders serious about execution. Take the free diagnostic to see which trainings your team needs.