Meetings and follow-up dossiers

How can AI help you prepare meetings and follow-up files?

1250 € per session, excl. VAT

In short

This module is for executive assistants and administrative teams. It enables them to sort documents, draft an agenda, and extract confirmed actions and deadlines using the chosen AI assistant offering document analysis capabilities. Participants leave with a complete meeting dossier, enriched with practical materials and an action plan to optimize their daily preparations.

Why this training?

The problem
Administrative teams struggle to quickly organize and process large volumes of information for their meetings and dossiers.
What it costs today
This leads to incomplete agendas, missed key information, and unreliable decision follow-up.
Why this skill
This skill is necessary to automate and make the preparation of complex meetings and dossiers more reliable, ensuring better information quality with the chosen AI assistant.
What you gain
Participants and the company gain autonomy in information processing, reliability of preparations, and quality of deliverables.

Objectives of this training

  • Sort a fictional folder of messages and notes
  • Draft a decision-oriented agenda
  • Produce a summary for the executive
  • Extract confirmed actions and deadlines
  • Draft personalized reminders without sending them
  • Create a reusable checklist

Who is it for and what are the prerequisites?

Roles and tasks concerned

  • Administrative assistants preparing meetings
  • Secretaries managing complex dossiers
  • Administrative staff organizing information
  • Support personnel analyzing documents for summaries
  • Team leaders looking to optimize their meeting preparations

Prior skills

  • AI Fundamentals and AI Prompting completed, or equivalent experience (a learning prerequisite, not a registration condition).
  • Understanding of meeting and dossier processes
  • Knowledge of the organization's meeting objectives
  • Familiarity with processing documents and emails
  • Ability to identify key information in texts
  • A paid subscription to an AI solution offering the features used, the organisation’s authorisation for third-party tools, and the actual accounts and access rights.

To prepare before the session

  • A computer per participant.
  • Access to the chosen AI assistant.
  • A business case to work on with fictional or anonymized data.

What you will work on

  1. Collect Information

    This block allows for efficient document sorting and identification of missing items.

  2. Prepare the Meeting

    This block allows for drafting a relevant agenda and a concise summary for the executive.

  3. Follow Up on Decisions

    This block allows for extracting actions and deadlines and preparing appropriate reminders.

  4. Control and Optimize

    This block allows for verifying produced information and creating tools for future preparations.

What you take away

  • A meeting dossier with agenda, summary, and follow-up
  • Practical supports and completed templates
  • An action plan to optimize preparations

Method and assessment

  • Demonstrations with explanations using a concrete case
  • Guided exercises followed by application to your role
  • Peer review of results and source verification
  • An individual or team action plan

Assessment is formative: participants complete and review a practical case linked to the intended deliverable (A meeting pack with agenda, brief and follow-up). Criteria include meeting the brief, accuracy, checks performed and the ability to explain decisions. Each participant identifies an application to test in their own work.

Frequently asked questions

What is the concrete outcome for my team after this training?

Your team will be able to prepare meetings and dossiers in a more structured and faster way. Key information will be better identified and decision follow-ups more reliable.

Who should attend this training and what knowledge is required beforehand?

Administrative assistants, secretaries, and support staff are ideal participants. It is essential to understand document management processes and the importance of meeting preparation.

What types of data or documents will be used and how will information be protected?

Fictional or anonymized data will be used for practical exercises. Sensitive company information will not be exposed and will remain confidential.

What type of exercise will be carried out during the session?

Participants will work on a concrete case study, sorting a fictional folder, drafting an agenda, and extracting actions. This allows for direct application of skills.

What are the limitations of the tool and who validates the final result?

The tool is a support for preparation, not a substitute for human analysis. The final validation of the produced documents remains the responsibility of the participant and their management.

How can the training be adapted to my profession and the specific cases of my organization?

The training uses generic scenarios that can be customized with examples specific to your sector. The principles learned are applicable to various professional contexts.

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