Yearly EA Review
Find evidence and metrics, connect accomplishments to your company’s job ladder and principles, and draft your annual review.
Prepare your reviewEA WORKFLOWS
Practical tools.
Stronger skills.
A clearer workday.
A workspace for executive assistants to create useful prompts, plan meetings and offsites, build reusable templates, and keep learning.
Bring a task you’re working on. Leave with a starting point you can make your own.
YOUR TOOLS, AT A GLANCE
Support for the work you do every day
Choose a tool, learn a method, or build a skill.
Task prompts
Turn a task in your own words into a structured prompt. Browse ready-to-use prompts for planning, meetings, communications and follow-up.
Create a promptWorkback builder
Work backward from your meeting or offsite date. Build an editable plan with tasks, owners, dependencies and preparation time.
Build a planTemplates
Start with editable agendas, trackers and communications. Coordinate multiple executives with a six-date availability table and invitation draft.
Explore templatesLearn the craft
Learn practical planning methods through short lessons and exercises you can apply to your next meeting or project.
Explore lessonsAI glossary
Understand AI terms in plain language, with practical examples for executive assistants. Search by term or by the task you’re working on.
Explore AI termsRecommended books
Explore practical reading on working with AI, organizing commitments and making priorities visible.
Browse the bookshelfSource shelf
Explore public resources behind the guidance, with links to original sources and clear information about reuse.
Browse resourcesPLAN WITH PURPOSE
Make the deadline
feel doable.
Turn a leadership meeting or offsite into a clear plan, one milestone at a time.
START HERE
What needs to be true when this event is over?
Learn the methodDefine a concrete result, then work backward. “Agree on three quarterly priorities” is more useful than “Have a good offsite.”
02 / MAKE IT ACTIONABLE
Your workback plan
Edit tasks, owners, dates and dependencies before sharing. Changes stay in this open page; download your work before leaving. Nothing is sent to an AI service.
MAKE YOUR CONTRIBUTIONS VISIBLE
Yearly EA Review
Gather evidence of your work, map it to your company’s EA job ladder and principles, and build a review that shows your impact.
This site creates prompts; it does not access your email, calendar or documents. Copy prompts into your company-approved AI tool with authorized access, or provide approved excerpts there. Follow company policy and remove confidential details. Your entries stay in this open page; download prompts before leaving.
WORK IN ORDER
Gather evidence → verify metrics → map expectations → draft your review.
Use email, calendar and planning-document prompts separately, then combine their results. Activity counts show scope; outcomes show impact. Keep both clear.
BETTER INPUTS, BETTER DRAFTS
A useful starting point.
Describe your task in your own words. Get a structured prompt to use in your organization’s approved AI tool.
Use placeholders for confidential names and details. Review the result before sending or acting on it.
READY TO CUSTOMIZE AND COPY
Your prompt
Review it, add any missing context, then copy it into your approved AI tool.
MORE STARTING POINTS
Browse the prompt library
DON’T START FROM A BLANK PAGE
Structure you can reuse.
Original, editable templates for your meeting and offsite workflow.
MAKE IT YOURS
A template is a starting point.
Replace every placeholder, confirm the owner and deadline, and remove anything that does not serve your event.
Find a meeting time for multiple executives
Enter six date and time options, including the time zone. Add executive names down the left and record each person’s availability. These options are proposed, not calendar invitations.
On a phone, swipe across the table to see every date. Names and date options are editable.
Copy the invitation and table into your email. Download your work before leaving this page.
LEARN THE CRAFT
From task taker
to thoughtful planner.
Short lessons you can put to work today.
AI, IN PLAIN LANGUAGE
Learn the language.
Put it to work.
A preset glossary of commonly used AI terms. Choose a term to see its meaning and an example from executive assistant work.
Choose an AI term
Start with familiar terms such as Prompt, AI agent, LLM, Token, Hallucination, or Centaur vs. Cyborg.
Search a term, its definition, or an EA example.
No matching terms. Try a broader word, such as “prompt” or “meeting”, or clear your search to see all terms.
Definitions & further reading
These definitions are written in plain language for EAs. Examples are illustrative; available features and permissions vary by tool. Use your organization’s approved tools and review their data policies before sharing work information.
- Stanford CS230: Centaur and Cyborg collaboration approaches (PDF)
- IBM: Artificial intelligence
- IBM: Prompt engineering
- IBM: Large language models
- IBM: Context windows and tokens
- IBM: AI agents
- IBM Research: Retrieval-augmented generation
- Microsoft: Why AI sometimes gets it wrong
- Microsoft: Responsible AI
Reviewed October 4, 2026. Linked resources retain their own reuse terms.
MEET THE CREATOR
Experience behind
every workflow.
Practical experience. A curiosity for what’s next.
With over 25 years of experience supporting executives at leading tech companies, I understand the demands executive assistants navigate every day—from complex calendars and shifting priorities to leadership meetings and confidential communications.
I created EA Workflows to bring that hands-on experience together with practical AI tools. Through prompts, reusable templates, workback plans, and lessons, I help executive assistants simplify recurring tasks, strengthen their planning skills, and build more effective ways of working.
My approach combines curiosity about new technology with the judgment, discretion, and attention to detail that strong executive support requires.
Connect with Gloria on LinkedIn (opens in a new tab)THE EA BOOKSHELF
Read something useful.
Put one idea to work.
Recommended reading for executive assistants building their AI skills, planning habits and productivity systems.
As an Amazon Associate I earn from qualifying purchases. The Amazon links below are paid affiliate links; EA Workflows may receive a commission when you make a qualifying purchase.
Co-Intelligence
A practical introduction to collaborating with generative AI while keeping human judgment involved.
Why it fits EA work: Explore ways AI can help with drafts, brainstorming and learning, then decide where your expertise is essential.
Put it to work: Choose one recurring task, try an AI-assisted draft and record what you needed to check or improve.
The AI-Driven Leader
A guide to using AI as a thinking partner for planning, problem-solving and decisions.
Why it fits EA work: Build useful context into prompts when preparing leadership briefings, exploring options or organizing a project.
Put it to work: Ask AI to interview you about a planning challenge before suggesting options. Review its assumptions and recommendations.
Artificial Intelligence: A Guide for Thinking Humans
An accessible explanation of AI, its history and the limits of machine intelligence. Published before the current generative AI boom.
Why it fits EA work: Build the vocabulary and judgment to question confident AI answers and explain limitations to colleagues.
Put it to work: Choose an AI-generated answer and identify which claims need independent verification.
AI 2041: Ten Visions for Our Future
Ten fictional future scenarios paired with explanations of the AI technologies behind them.
Why it fits EA work: Explore how AI could change work, communication and the skills teams will need.
Put it to work: Discuss one scenario with your team: what could help your workflow, and what would still need human judgment?
Weapons of Math Destruction
An examination of how data-driven algorithms can reinforce bias and affect people’s lives.
Why it fits EA work: Develop a critical eye for automated recommendations, especially when they affect people or opportunities.
Put it to work: Before using an automated ranking or recommendation, ask what information it uses and whose perspective may be missing.
Getting Things Done
A framework for capturing commitments, clarifying next actions and reviewing your work.
Why it fits EA work: Use it as a starting point for managing follow-ups, open requests and the details that sit outside the calendar.
Put it to work: Review your open requests and give each one a clear next action and a place to track it.
Making Work Visible
Explore how hidden work, competing priorities and dependencies affect the flow of work.
Why it fits EA work: Apply its ideas when tracking leadership requests, planning offsites or explaining where approvals are holding up progress.
Put it to work: Make a simple board of upcoming tasks and mark which ones are waiting for a decision or another person.
EA applications and exercises are suggestions from EA Workflows. These books are not written specifically for executive assistants. Check the edition, format and price before buying; links open in a new tab. Book details reviewed October 5, 2026.
THE SOURCE SHELF
Good guidance has roots.
Public resources behind the guidance, with clear boundaries on reuse.
These are reading references. EA Workflows’ templates and timing suggestions are original examples, not agency requirements or endorsements. Public access does not automatically mean public domain; linked material retains its own terms.
Reviewed October 4, 2026. Resources from other professional settings are applied to general meeting practice; industry-specific requirements are not transferred to executive events.