How To Use Claude As Your Executive Assistant (10-min to setup)

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Jan 16, 2025

Explore how to set up Claude as your personal executive assistant in just ten minutes. Discover the powerful project management features that can revolutionize your daily tasks. Learn the ins and outs of task assignment and project tracking. Find out how integrating Claude with various apps can enhance your workflow efficiency. Uncover tips for optimizing follow-up management to keep everything on track!

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ADVICE

Personal Assistant Setup

Set up a personal assistant using Claude's Projects feature to streamline daily tasks.
This can be done with either an Enterprise or personal Claude account.

ADVICE

Using Claude's Projects Feature

Think of Claude's Projects as AI assistants with singular tasks and persistent instructions.
Give instructions on meeting analysis, follow-up management, communication style, output format, and follow-up tracking.

ADVICE

Meeting Analysis and Action Items

Upload meeting transcripts to Claude after each meeting or at the end of the day.
Ask Claude to analyze transcripts, create summaries, and extract action items into a structured list.

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