38-lesson course · about 12 hours

Set up an AI chief of staff that prepares your day while you keep the call

For CEOs, founders, managing directors, business owners and senior leaders

Everything for CEOs

A hands-on course for CEOs and founders: a sourced morning brief, meeting prep, follow-up drafts, a decision log and a Friday review, on your own email and calendar, with your approval before anything leaves.

Try lesson 1 freeSee what you’ll learn

What you’ll be able to do

By the end, you can…

Write the job description your agent works fromWrite and sign off standing instructions that cover its duties, your priorities and VIPs, the sources it may read, what it may prepare or propose, what only you approve, and a never list. You also keep a corrections log so it learns from each mistake you catch.
Pick a platform your plan, region and work account allowCompare Claude Duet, an OpenAI dot, Claude or ChatGPT scheduled tasks, Microsoft Copilot and Gemini as of 28 October 2026, then choose a first choice and a generally available fallback. You also write a short request to IT or legal.
Connect the least access that worksConnect email, calendar and one shared logs folder read-only, and require approval for every send, calendar change and file share. Board data rooms, M&A material, compensation and HR files stay out, because connected apps feed the agent's memory.
Get a morning brief you can trustSchedule a weekday brief and run meeting prep. Every item carries a source tag, the brief lists no more than five things that need you, inferences are marked, and it ends with a list of what it could not check.
Turn meetings into follow-throughTurn meeting notes into recap drafts and proposed rows for your decision log and delegation tracker. You confirm or reject each row. Nothing the agent proposes counts as a commitment, and 'done' claimed is kept separate from 'done' verified.
Run the Friday review and a scored two-week rolloutReview slipped commitments and the board-cycle countdown every Friday. Complete a two-week rollout scored on brief precision, missed urgent items, source coverage and safety events, and test it with a prompt-injection drill and a permission audit.

How it works

A tutor that meets you where you are

  1. Lessons that adjust to your levelEach lesson adapts to what you already know. If you have only used AI in chat, it starts there. If you already run scheduled tasks, it moves faster.
  2. Follow along with your own tool openEach lesson is a tutorial: the goal, what you need first, numbered steps, copy-paste prompts written for a CEO, a worked example, a checkpoint and what to do if it fails. Screens change, so the steps say where your menu may look different.
  3. An AI tutor you can ask anythingType or speak your questions, for example how a step applies to your plan, your email suite or your board cycle. The tutor works one-on-one with you.
  4. Quizzes and flashcards for each lessonShort quizzes and flashcards tied to each lesson help the rules stick: the three tiers of decision rights, the approval defaults and what stays out.
  5. Progress tracking and a certificateTrack your progress through all 38 lessons and receive a certificate of completion at the end.

Curriculum

The curriculum

38 lessons in eight modules, in the order you would set things up: define the role, choose a platform, write the instructions, connect sources safely, then add the brief, meetings, logs and the weekly review. The course ends with a two-week rollout you score yourself.

Module 1What a Chief of Staff Does and What to Hand an AI4 lessons

  1. 1What a Human Chief of Staff Does
    • List the standing duties of a chief of staff, including information flow, air traffic control, peripheral vision and follow-through
    • Spot which of your weekly tasks fall under each duty
    • Name the behaviours a chief of staff must avoid
  2. 2Delegate the Preparation, Own the Call
    • Separate a decision from its preparation on a live issue
    • Explain why your company owns whatever its AI says
    • Write down one call only you can make this month
  3. 3Decision Rights in Three Tiers
    • Sort ten standing duties into prepare, propose and approve
    • Write the approval rule for sends, calendar changes, file shares and commitments
    • Name the actions an agent never takes even with approval
  4. 4Gather Your Starting Inputs
    • Write five or six priorities split into outward- and inward-facing
    • List VIPs, direct reports and always-sensitive parties
    • Record a day-0 baseline of triage and prep minutes

Module 2Choosing Your Platform5 lessons

  1. 5The Platform Landscape on 28 October 2026
    • Name the main options and whether each is proactive or scheduled
    • Identify tools that are retired or in private preview
    • Explain why every lesson needs a fallback path
  2. 6Claude Duet and OpenAI Dots: Who Can Get Them
    • Check whether you qualify for Duet or a dot
    • Compare their approval boundaries
    • Decide whether a preview tool fits your company rules
  3. 7The Fallback: Claude or ChatGPT Scheduled Tasks
    • Compare Claude and ChatGPT scheduled tasks for a morning brief
    • Name the project-file limitation in ChatGPT scheduled tasks
    • Price the baseline plan for your situation
  4. 8Microsoft 365 and Google Workspace Shops
    • List the Copilot features usable for brief, prep and follow-up
    • Identify which Gemini features do not work on work accounts
    • Flag usage-billed features that need spend limits
  5. 9Make the Choice and Clear It with IT
    • Choose a first-choice platform and a fallback from your situation
    • Write a one-paragraph request to IT or legal
    • Record admin steps your plan needs

Module 3Writing the Standing Instructions5 lessons

  1. 10Write for a Reader Who Remembers Nothing
    • Apply the new-colleague test to a draft instruction
    • Rewrite a vague rule as a specific rule with its reason
  2. 11Role, Priorities and People
    • Write the role statement ending 'You prepare. [Name] decides and sends.'
    • Enter ranked priorities and a 'Can wait' rule
    • Write the VIP, direct-report and sensitive-party lists
  3. 12Sources, Permissions and the Never List
    • Name the source of truth for times, decisions and owners
    • Write the ask-first list and the never list for a CEO
    • Add the content-is-data rule
  4. 13Reporting Format, Urgency and Voice
    • Set the five-item cap and source-tag formats
    • Write urgency rules for today, this week and can wait
    • Describe your drafting voice
  5. 14Corrections Log and Sign-Off
    • Create a Corrections Log format with date, error and rule
    • Sign off version 1.0 with owner and review date
    • Name where your chosen tool will hold the instructions

Module 4Connecting the Right Sources and Leaving the Wrong Ones Out5 lessons

  1. 15Connected Apps Feed the Agent's Memory
    • Explain why disconnecting an app does not erase what was learned
    • Find and review memory settings in your tool
  2. 16What Stays Out and Why
    • List the categories that stay out of connected sources
    • Decide whether board work needs a separate restricted project or no AI tool at all
  3. 17Create the Workspace, Load the Instructions and Build the Logs
    • Create a Chief of Staff project or agent and load version 1.0
    • Build the three logs and the Corrections Log with the right columns
    • Confirm the agent can restate its role, never list and approval rules
  4. 18Connect Email and Calendar Read-Only
    • Connect Gmail and Google Calendar or Microsoft 365 with the least access that works
    • Leave write tools off where the tool allows it
    • Confirm the agent lists its sources correctly
  5. 19Set Approvals and Run the First Permission Audit
    • Set your tool's approval settings to the course defaults
    • Run the permission-audit prompt and compare with your instructions
    • Run a dry run that takes no action

Module 5The Morning Brief6 lessons

  1. 20Anatomy of a Sourced Morning Brief
    • Name the seven sections in order
    • Spot a brief item that breaks the source or inference rule
  2. 21Run the Brief by Hand and Score It
    • Run the full brief prompt on your own sources
    • Mark each item correct, wrong, missing or wrong priority
    • Record corrections as rules in the Corrections Log
  3. 22The Prompt-Injection Drill
    • Send and run a safe injection test
    • Confirm the item was flagged and not acted on
    • Decide what to do if the test fails
  4. 23Schedule the Weekday Brief
    • Create a weekday 07:00 scheduled brief in your tool
    • Verify the first scheduled run arrives with sources
    • Manage, pause or edit the task
  5. 24VIP Watch and Inbox Triage
    • Set up a VIP watch for a short list of senders
    • Run triage into five groups with drafts only
    • Approve label and archive actions as a list
  6. 25When the Brief Goes Wrong
    • Diagnose an overlong, stale or unsourced brief
    • Apply the matching fix and log it

Module 6Meetings, Follow-Ups and Drafts for Approval5 lessons

  1. 26Meeting Prep Notes
    • Run the meeting-prep prompt for a real meeting
    • Check prep notes for unsourced claims about attendees
  2. 27Agendas and Calendar Clean-Up
    • Draft a timed agenda with DECIDE items
    • Produce a list of meetings to fix or cancel as drafts
  3. 28The Operating Review Pack
    • List the five biggest changes against plan with sources
    • Draft a 60-minute review agenda with decisions first
    • Flag conflicts with confirmed decisions
  4. 29Recaps and Proposed Rows from Meeting Notes
    • Run the follow-up prompt on real meeting notes
    • Spot an invented owner or date and replace it with 'not stated'
    • List what you personally committed to
  5. 30Drafts in Your Voice and the Approval Check
    • Approve a draft by checking exact text and recipients
    • Run the pre-send check on a draft
    • Route investor or analyst drafts to legal and IR

Module 7The Decision Log, Delegation Tracker and Deadlines5 lessons

  1. 31The Decision Log: Proposed vs Confirmed
    • Fill every field of a decision row
    • Confirm or reject proposed rows
    • Run the stale-rows prompt
  2. 32Messages After a Decision
    • Draft audience versions from a confirmed decision row
    • Flag sentences that go beyond the confirmed decision
    • Check who on the 'must be told' list has not been told
  3. 33Consult Past Decisions Before the Next One
    • Pull related past decisions and contradicting sources
    • Draft a decision memo with three options and what must be true
    • Ask the agent to argue against your leaning
  4. 34The Delegation Tracker: Done Claimed vs Done Verified
    • Write a tracker row with a definition of done
    • Verify a claimed-done item against its deliverable
    • Draft check-ins and choose which need a conversation
  5. 35Deadline Register and Board-Cycle Countdown
    • Add deadlines with type, owner and T-14, T-7, T-2 warnings
    • Build a board countdown at T-21, T-14 and T-7
    • Turn board minutes into proposed rows with resolutions quoted

Module 8Weekly Review, Guardrails and the Two-Week Rollout3 lessons

  1. 36The Friday Weekly Review
    • Schedule and run the Friday 15:00 review
    • Identify slipped leadership commitments and who should have each conversation
    • Include the board-cycle countdown in the review
    • Compare this week with last
  2. 37Monthly Permission Audit and Failure Modes
    • Run the monthly permission audit and remove unneeded access
    • Review priorities, VIPs and memory
    • Fold the Corrections Log into the instructions
  3. 38Run and Score the Two-Week Rollout
    • Check each rollout day's done-when against your own records
    • Score brief precision, missed urgent items, source coverage and safety events
    • Write version 2.0 and a go or no-go for each routine

Who it’s for

Made for you if…

Made for: CEOs, founders, managing directors, business owners and senior leaders

A CEO with an executive assistant but no chief of staff

Your days go to meetings, and the commitments made in them drift. You get a sourced brief, meeting prep and a commitment tracker, and your assistant keeps the calendar.

A founder or owner of a smaller company

You have no staff to prepare your decisions. The course sets up that preparation on a $20/month baseline plan and keeps every send and commitment with you.

A managing director in a Microsoft 365 or Google Workspace company

You need to know what your work account and licenses actually allow. You get a platform choice and fallback for your setup, plus a request to IT you can send.

A senior leader who handles board, M&A or personnel matters

You want help without putting confidential material into unapproved tools. The course is firm about what stays out and why.

Questions

Good to know

Do I need Claude Duet or an OpenAI dot?

No. As of 28 October 2026, Duet is a research preview for US users on Claude Pro or Max, by waitlist. Your first dot comes with ChatGPT Pro or a Business Premium seat, and the Pro rollout excludes the EEA, Switzerland and the UK. Every lesson also works in a generally available fallback: Claude or ChatGPT scheduled tasks.

What will the AI tools cost me?

The baseline path is a $20/month Claude Pro or ChatGPT Plus plan. Microsoft 365 Copilot needs a work license, and some Copilot features, such as Cowork, are billed by usage on top of the license. Prices change, so check the official pages before you buy.

Will the agent send emails or accept meetings for me?

No. The course sets approval before every send, calendar change, file share and commitment. Payments, signatures, trades and password changes are never handed to the agent. Asking for a draft does not authorize sending it.

What about board papers, acquisition plans and employee files?

They stay out of connected sources by default. That includes board-only data rooms, M&A material, compensation, HR investigations and personal accounts. You decide whether board work needs a separate restricted project or no AI tool at all, and you check your company's rules on approved tools.

Do I need a technical background?

No. You need to be comfortable with an AI chat tool, have access to your work email and calendar (Google Workspace or Microsoft 365), and be able to connect apps or ask IT to do it. Building custom agents with code or APIs is not covered.

How long does it take?

About 12 hours across 38 self-paced lessons. The final module walks you through a two-week rollout on your own email and calendar.

Does it cover investor and analyst messages?

It covers routing agent drafts of investor or analyst messages to legal and IR review, and why Regulation FD calls for that care at public companies. It does not give legal advice on securities disclosure, employment law or data protection. It tells you when to involve counsel.

Does it cover multi-agent teams or scenario modelling?

No. Coordinating Strategy, Resources and Execution agent teams is covered in a separate capstone. Scenario and resource-modelling agents are also outside this course.

Set up your AI chief of staff on your own email and calendar

$197

One payment · lifetime access

  • 38 self-paced lessons in eight modules, about 12 hours
  • Step-by-step tutorials with copy-paste prompts written for CEOs
  • A standing-instructions template, plus formats for the decision log, delegation tracker, deadline register and corrections log
  • Platform guidance as of 28 October 2026, with a fallback path for every lesson
  • An AI tutor, quizzes and flashcards for each lesson, and progress tracking
  • Certificate of completion

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Refunds: Full refund if you ask before you open your first lesson. Once you’ve started, purchases aren’t refundable, except where the law gives you that right.

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