Guide 13 of 13 · £29 including VAT · AI Bundle part 1
The EA AI Workflow Playbook
Move beyond clever prompts to repeatable AI workflows that give your executive time back, with your judgement still in charge.
Most AI advice for assistants stops at a list of prompts. This guide takes you further: map where the time really goes, agree the boundaries with your executive, connect AI to the context it needs, turn your best workflows into reusable skills and prove the value. It also settles a question several EAs in our sessions could not answer: which Copilot do you actually have?
What is inside
- Stage 1: Map where the time really goes
- Stage 2: Agree the boundaries before you build
- Stage 3: Connect AI to the context it needs
- Stage 4: Turn your best workflows into skills
- Stage 5: Close the loop and prove the value
- Which Copilot do you actually have? The free Copilot Chat, a Microsoft 365 Copilot licence and Copilot Cowork compared, with a five-minute check
- Your AI readiness scorecard across nine EA tasks
- Guardrails: what never goes into AI, and your sign-off grid
- An email you can adapt to open the conversation with your executive
- Where your strategic judgement does the work, and your 30, 60 and 90 day route
Not for you if you want a list of prompts to copy. The prompts are in the Library; this guide is about designing the work around AI.
In short: a coaching guide and workbook for Executive Assistants and PAs who want AI to take on the groundwork of the executive office, covering how to find the work worth handing over, the guardrails to agree first, how to connect AI to your calendar, notes and systems, how to save a workflow as a reusable skill and how to evidence the time it gives back. Five coaching stages, 8 guided prompts and 55 fill-in spaces, an AI readiness scorecard, a Copilot licence check, a sign-off grid and an email you can adapt, as an online workbook and a 27-page PDF, for £29 including VAT. Part 1 of the eavolve AI Bundle.
What this guide will help you achieve
If your experience of AI so far is asking it to tidy an email or summarise a document, you are using a fraction of what it can do for you. I want you to stop thinking about AI as a clever search box and start thinking about it as an extra pair of hands that needs a good brief, the right information and clear boundaries. That is exactly what a strong EA already knows how to provide. The value does not come from the tool. It comes from how well you design the work around it.
How the guide works
Five coaching stages, each with practical next moves, 8 guided coaching prompts and 55 fill-in spaces you can complete online or in print. Along the way you score your AI readiness task by task, check which version of Copilot you really have and what to ask for if it is the free one, complete a sign-off grid with your executive and adapt an email that opens the conversation. The guide closes with where your judgement does the work and your own 30, 60 and 90 day route.
- Stage 1: Map where the time really goes
- Stage 2: Agree the boundaries before you build
- Stage 3: Connect AI to the context it needs
- Stage 4: Turn your best workflows into skills
- Stage 5: Close the loop and prove the value
Who it is for
- An EA or PA who uses AI for one-off tasks and wants it to take on whole workflows, with the right guardrails in place.
- An assistant whose organisation uses Microsoft 365 and who is not sure whether they have Copilot Chat, a full Copilot licence or Cowork.
- Anyone who wants to describe, in an interview or a review, what they have built with AI and how they keep sensitive information safe.
What you get
The interactive online workbook, which saves your answers on your own device, and the same guide as a 27-page PDF to print and write in. Both are yours straight after payment and are emailed to you as well. This is the November 2026 edition, updated quarterly as the tools change. £29 including VAT. This is guide 13 of 13 in The eavolve Coaching Guides and part 1 of the eavolve AI Bundle with The EA AI Workflow Library and The EA and Executive AI Agreement for £69.
Questions before you buy
It is guide 13 of The eavolve Coaching Guides and part 1 of the eavolve AI Bundle: a 27-page coaching guide and workbook that takes an Executive Assistant or PA from one-off AI tasks to repeatable workflows and connected systems. Five stages cover mapping where the time goes, agreeing the boundaries, connecting AI to your calendar, notes and systems, saving your best workflows as reusable skills and proving the value. It costs £29 including VAT and comes as an interactive online workbook and a PDF.
It is tool-neutral. The stages work with whichever tools your organisation has approved, including Microsoft 365 Copilot, ChatGPT, Claude and Gemini. One section explains the difference between the free Copilot Chat, a Microsoft 365 Copilot licence and Copilot Cowork, how to check which you have in five minutes and what to say if you need to ask for the full licence.
No. The Playbook starts from an honest description of how you use AI today and an AI readiness scorecard, so it works whether you have only ever asked a chat tool to tidy an email or you already use it daily. If you want to go further than the guide, the Future Ready EA & PA Training Day practises the same workflows in a room with the eavolve team.
Each guide comes two ways. The interactive online workbook opens in your browser, saves your answers on your own device as you go and can be printed or saved as a PDF at any point. The same guide is also supplied as a 28-page PDF if you would rather print it and write by hand. Both are yours straight after payment, and the links are emailed to you as well.
Payment is taken by Stripe. As soon as it goes through you are taken to your download page, where every guide you have bought is listed, and the same links are emailed to the address you used at checkout. If anything goes wrong, email emily@eavolve.co.uk and we will send the guide directly.
No. It is a coaching guide and workbook built around one challenge, written so it feels as though your eavolve coach is sitting alongside you. You work through five stages at your own pace, with practical next moves at the end of each one, and you can come back to it as the conversation comes round again.
Yes. Stripe sends a receipt that includes VAT, which most organisations accept for expenses. If you need a formal invoice, email emily@eavolve.co.uk before you buy. The Business Case for EA Development guide walks through how to ask for development funding if that is the conversation you are facing.
Every guide points to the next step if you want one. One-to-one coaching with Emily or Lily goes deeper on your own situation, and a free 30-minute discovery call is the place to work out whether that would help. Prices for coaching are on the EA & PA Coaching page.
