AI for Chief of Staff
Use AI for the strategic right-hand work: decision memos, board decks, OKR synthesis, and exec digests. 8 lessons, certificate — first 2 lessons free.
You took the chief of staff job because you’re good at the things that don’t fit on anyone else’s plate: turning five conflicting updates into one clear story, prepping the board deck the night before, writing the memo that finally makes a stuck decision easy. The problem was never the thinking. It was the volume — the synthesis drag that eats your week before you ever get to the judgment your principal actually needs from you.
That’s the part AI is genuinely good at. Done right, it becomes your operating memory and your first-draft engine: it reads the pile, structures the options, and hands you a draft that’s 70-80% there — so you spend your time on the 20% that only you can do. Done wrong, it pastes board numbers into a public chatbot, invents a figure that ends up in front of the CEO, and quietly torches the credibility that makes the role work.
This course teaches the right way, for the tools you already have — ChatGPT, Claude, Copilot, Gemini, and NotebookLM. You’ll ship real deliverables: a decision memo, an exec digest, a cross-functional OKR rollup. And you’ll learn the three guardrails that separate a trusted operator from a risky one — confidentiality, human judgment, and verification — because for a chief of staff, getting one number wrong in a board deck costs more than any amount of time AI saves you.
What You'll Learn
- Explain the chief of staff role as strategic exec leverage and distinguish it from an executive assistant and an internal AI-program lead
- Apply context-loading so AI drafts decision memos and briefs in your principal's voice instead of generic output
- Create board-ready decks and decision memos with a MECE options table, recommendation, dissent, and risks
- Implement cross-functional status and OKR synthesis that flags slippage while you keep escalation judgment
- Use a source-grounded synthesis workflow to turn many sources into a verifiable exec digest
- Evaluate AI output for confidentiality exposure and factual errors before it reaches the principal
After This Course, You Can
What You'll Build
Course Syllabus
Who Is This For?
- Chiefs of staff who want AI to handle the synthesis so they can focus on judgment
- BizOps and strategy-and-operations generalists running cross-functional work
- Aspiring chiefs of staff preparing for the strategic right-hand role
- Founders' and executives' right-hand operators who prep boards and decisions
Frequently Asked Questions
Do I need to be a chief of staff already?
No. The course works for current chiefs of staff and BizOps generalists, and for anyone moving toward the role. It assumes you've used ChatGPT or Claude a little — it's intermediate, not absolute-beginner.
Is this the same as the executive assistant course?
No. The executive assistant course covers scheduling, inbox triage, travel, and calendar — the administrative support role. This course is the strategic right-hand work: decision memos, board prep, OKR orchestration, and exec digests. Lesson 1 draws the line clearly.
Which AI tools does it cover?
Tools you already have: ChatGPT, Claude, Microsoft Copilot, and Gemini, plus NotebookLM for source-grounded synthesis and whatever meeting-notes tool your company uses. Every prompt is written to run in those.
Will it teach me to build autonomous AI agents?
No. This is the human chief of staff using AI as a tool to amplify their own work — not building agent swarms or running a company-wide AI rollout. We keep that scope deliberately tight.
Will I get a certificate?
Yes. Finish all 8 lessons and pass the quizzes to earn a verifiable certificate you can add to LinkedIn.
