AI Bundle part 3 · £15 including VAT · complete it with your executive
The EA and Executive AI Agreement
Agree how AI will be used in your executive office, what it can see and who signs off, before you build anything.
Most executives are happy for their EA to use AI. What worries them is not knowing what has been shared, with which tool, and who checked the result. This short agreement gives you and your executive one shared page to decide what is approved, what is off limits and who makes the final call, in a 20 minute conversation.
What is inside
- Decision 1: Approved tools, and who approved them
- Decision 2: What AI can and cannot see, information type by type
- Decision 3: Who reviews and who signs off, output by output
- Decision 4: Delegated authority for advanced workflows and agents such as Copilot Cowork
- Decision 5: Your first workflow and the review date
- Making the case for the full Microsoft 365 Copilot licence, with an email you can adapt
- A space for both of you to sign
Not for you if you already have a signed AI policy that covers your executive office. Use it alongside the Playbook instead.
In short: a fill-in agreement for an Executive Assistant or PA and their executive, covering the approved tools, what information AI can and cannot see, who reviews and who signs off each type of output, delegated authority for advanced workflows and agents such as Copilot Cowork, the case for a full Microsoft 365 Copilot licence, and your first workflow and review date. Five decisions to agree together, 80 fill-in spaces and an email you can adapt, as an online workbook and a 10-page PDF, for £15 including VAT. Part 3 of the eavolve AI Bundle.
What this guide will help you achieve
An agreement like this is not bureaucracy. It is what allows you to move quickly with confidence, because the boundaries are clear and your executive knows exactly what you are doing on their behalf. It protects you, it reassures your executive and it gives you clear permission to build the workflows that will save you both time.
How the guide works
Complete it together in a 20 minute conversation, involving IT, legal or HR where your organisation requires it. Each section is a table you fill in: the tools and who approved them, information type by type, output by output who reviews and who signs off, and workflow by workflow what AI may do on its own, what needs your review first and what it must never do. It ends with a review date and a space for both of you to sign.
- Decision 1: Approved tools, and who approved them
- Decision 2: What AI can and cannot see
- Decision 3: Who reviews and who signs off
- Decision 4: Delegated authority for advanced workflows and agents
- Decision 5: Your first workflow and the review date
Who it is for
- An EA or PA about to build AI workflows who wants the rules agreed before anything goes wrong.
- An assistant whose organisation has no AI policy yet, who is in practice the person setting the standard.
- Anyone who needs to ask IT for a Microsoft 365 Copilot licence and wants the case written for them.
What you get
The interactive online workbook, which saves your answers on your own device, and the same agreement as a 10-page PDF to print, complete and sign together. Both are yours straight after payment and are emailed to you as well. November 2026 edition, updated quarterly. £15 including VAT. This is part 3 of the eavolve AI Bundle with The EA AI Workflow Playbook and The EA AI Workflow Library for £69.
Questions before you buy
A 10-page fill-in agreement that an Executive Assistant or PA completes with their executive in a 20 minute conversation. It records the approved AI tools, what information AI can and cannot see, who reviews and who signs off each type of output, what advanced workflows and agents may do on their own, and a review date. It costs £15 including VAT and comes as an online workbook and a PDF to print and sign.
Because the fastest way to lose trust in AI is to use it with information that matters before anyone has agreed the rules. Most executives are happy for their EA to use AI; what worries them is not knowing what was shared, with which tool, and who checked the result. The agreement answers those questions once, protects the EA and gives clear permission to build.
Yes. One section is written for exactly that: the hours you spend gathering information by hand, the three workflows you would move to the full licence first, how you would measure the result and a trial length, with an email you can adapt to send to IT or your executive.
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.
