Use AI to build a clear, personalized prep checklist for your executive’s upcoming meeting or presentation.
When your boss has a big meeting or presentation coming up, there’s a lot to juggle: key topics to cover, materials to gather, questions to anticipate, and follow-up tasks to plan. AI can help you create a tailored preparation checklist that keeps everything organized and ensures nothing important is missed. This saves you time and helps your executive walk in confident and ready. Follow these steps: 1) Gather the meeting details and goals you know so far. 2) Ask AI to list essential prep tasks based on the meeting type and attendees. 3) Add any specific documents or background research your boss needs. 4) Include prompts for your executive’s talking points or questions to prepare. 5) Review the checklist and customize it to your executive’s style or preferences. 6) Share the final checklist with your executive with clear deadlines and priorities, so they can focus on what matters most and you keep things running smoothly.
Try this prompt today
“Act as my executive assistant and create a detailed preparation checklist for my upcoming 1-hour client presentation on May 3rd. Include tasks like gathering background info on the client, preparing key talking points, assembling handouts, anticipating questions, and scheduling a rehearsal. Make it clear and prioritized so I can be fully ready.”
February 7, 2026
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