Brevity Course

AI Office Automation Workshop

A practical workshop for teams that want to structure recurring admin work and accelerate it with controlled AI support.

What you can do afterwards

- Prioritize office workflows
- structure email and document inputs
- standardize summaries
- build reviewed handoffs

Modules

Module 01

Office workflow inventory

Identify office tasks that are repetitive enough to improve and stable enough to avoid chaos.

Checkpoints

- List recurring admin tasks and input sources
- Estimate time spent and interruption cost
- Score data quality and exception frequency
- Select one task that can be improved without removing review

Deliverable

An office workflow inventory with a first automation candidate.

Assessment

Justify why the selected task is a better first target than the other listed tasks.

Module 02

Email and document intake

Transform messy emails and documents into structured fields, missing questions and source notes.

Checkpoints

- Extract sender, request, deadline, attachments and required answer
- Mark missing information before drafting anything
- Separate facts from assumptions
- Create a reusable intake format

Deliverable

A reusable intake sheet for one email plus document workflow.

Assessment

Show which fields prevent a bad or premature answer.

Module 03

Summaries and handoffs

Design consistent summaries and handoffs so a teammate can act without rereading the whole thread.

Checkpoints

- Define summary sections for decision, owner, due date and risk
- Add a source note for each important claim
- Separate immediate action from background context
- Test whether another person can understand the handoff

Deliverable

A standard handoff summary format for team use.

Assessment

Explain how the summary makes the next action clearer and safer.

Module 04

Automation boundary

Set the boundary between useful automation and unsafe automatic action.

Checkpoints

- List allowed AI drafts
- List actions that require review
- List blocked actions
- Write escalation rules for uncertainty or sensitive data

Deliverable

An office automation boundary rule for one workflow.

Assessment

Name one situation where the automation must stop and ask a human.

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Office workflow inventory

Identify office tasks that are repetitive enough to improve and stable enough to avoid chaos.

Checkpoints

- List recurring admin tasks and input sources
- Estimate time spent and interruption cost
- Score data quality and exception frequency
- Select one task that can be improved without removing review

Deliverable

An office workflow inventory with a first automation candidate.

Assessment

Justify why the selected task is a better first target than the other listed tasks.

Email and document intake

Transform messy emails and documents into structured fields, missing questions and source notes.

Checkpoints

- Extract sender, request, deadline, attachments and required answer
- Mark missing information before drafting anything
- Separate facts from assumptions
- Create a reusable intake format

Deliverable

A reusable intake sheet for one email plus document workflow.

Assessment

Show which fields prevent a bad or premature answer.

Summaries and handoffs

Design consistent summaries and handoffs so a teammate can act without rereading the whole thread.

Checkpoints

- Define summary sections for decision, owner, due date and risk
- Add a source note for each important claim
- Separate immediate action from background context
- Test whether another person can understand the handoff

Deliverable

A standard handoff summary format for team use.

Assessment

Explain how the summary makes the next action clearer and safer.

Automation boundary

Set the boundary between useful automation and unsafe automatic action.

Checkpoints

- List allowed AI drafts
- List actions that require review
- List blocked actions
- Write escalation rules for uncertainty or sensitive data

Deliverable

An office automation boundary rule for one workflow.

Assessment

Name one situation where the automation must stop and ask a human.