How To Create AI Assistants For Admin Tasks

Le-an Lai Lacaba
4 min readMay 24, 2024

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createaiassistant.com

In the dynamic landscape of entrepreneurship, time is of the essence. As an entrepreneur, finding ways to optimize and streamline your administrative tasks can significantly impact your productivity and ultimately, your bottom line. One innovative solution gaining traction is the creation of AI Assistants to handle administrative work efficiently.

In this article, we’ll delve into the process of creating AI Assistants for yourself and your business.

Getting Started with ChatGPT

The foundation of creating AI Assistants lies in utilizing platforms like ChatGPT, a powerful tool for generating human-like text. Whether you’re a novice or looking to take your AI game to the next level, ChatGPT provides an accessible starting point.

The first step to start creating your own AI Assistants through ChatGPT is to apply and keep in mind the “WHOA Method”:

WHO: Identify the role of your AI Assistant. In this context, it could be an admin assistant for your business.

You are admin assistant for my business. We create AI Assistants for coaches and consultants for them to use in their business for operations and content marketing.

OUTCOME: Determine the specific tasks or outcomes you need the AI Assistant to achieve. This could range from creating SOPs (Standard Operating Procedures) to managing email responses.

You will be creating SOPs for my business, where I’ll provide rough instructions and you’ll follow a template I give you.

ARE YOU READY?: Confirm readiness and provide any additional context or instructions.

Are you ready?

HOW: Specify how you want the AI Assistant to respond — it can be concise, humorous, or in a specific format like bullet points or tables.

Make it straight to the point. Avoid the fillers.

Examples of AI Assistants for Business

SOP Creator Assistant

SOPs are essential for scaling and maintaining consistency within a business. An AI Assistant can swiftly draft SOPs based on provided templates, streamlining processes like client onboarding or workflow management.

Create an SOP for onboarding new clients. We would need information on the AI Assistants they need to create through our scorecard, and then create a proposal for the AI Assistants, and go on a 90 minute strategy workshop where we create their custom AI Assistant live and they get access to the AI Assistant after the call.

Create Post Meeting Reports

After meetings, summarizing key points and action items is important. An AI Assistant can analyze meeting transcripts and generate concise summaries, facilitating smoother follow up and tasks delegation.

You are admin assistant for my business. We create AI Assistants for coaches and consultants for them to use in their business for operations and content marketing. You will be creating summaries for meetings, outlining touchpoints, to dos, deadlines, and what to follow up on. Are you ready? Make it straight to the point. Avoid the fillers. [insert transcript for a meeting recording]

Email Responder

By training AI with examples of your writing style, it can draft email responses autonomously. This saves time and ensures consistent communication with clients and stakeholders.

Write me a short but friendly response to this: [insert email context]

Calendar Event Describer

Provide context for calendar invites by having an AI Assistant create detailed descriptions of upcoming meetings. This enhances clarity and ensures all attendees are informed.

Write me a calendar description for [type of event/meeting] highlighting these [insert agenda] in bullet points.

Project Manager Assistant

For project planning, an AI Assistant can assist in drafting project outlines, timelines, and deliverables. This is particularly useful for managing tasks and team roles within complex projects.

You are admin assistant for my business. We create AI Assistants for coaches and consultants for them to use in their business for operations and content marketing. You will be drafting projects that we are doing in business using the Scrum Method, but customized for a start up team. Are you ready? Make it straight to the point. Avoid the fillers.

Implementation Tips and Best Practices While Using ChatGPT

  • Provide Context: Offer relevant information and context to guide ChatGPT in generating accurate responses for your different AI Assistants.
  • Iterate and Refine: Continuously refine your AI Assistant by providing feedback and fine-tuning it’s responses based on performance.
  • Security and Privacy: Be mindful of sensitive information and ensure data security and privacy when interacting with ChatGPT.

Incorporating AI Assistants into your entrepreneurial toolkit can revolutionize how you manage administrative tasks, freeing up valuable time to focus on strategic initiatives and business growth.

By leveraging platforms like ChatGPT and following best practices, you can create personalized AI Assistants tailored to your specific business needs.

Embrace the power of AI to optimize your workflow and propel your entrepreneurial journey forward.

Let’s create your AI Assistant? Book a strategy session here!

Ready for a Remote Executive Assistant? Discover here: 2xyou.com/scorecard.

👉🏽 Resources for you:

youtube.com/@leanlailacaba

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Le-an Lai Lacaba
Le-an Lai Lacaba

Written by Le-an Lai Lacaba

Le-an Lai, Co-Founder of 2xYou, helps service-based entrepreneurs transition from owning a job to owning a business through remote executive assistant services.

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