Certification workshop
AI Workflow & Follow-up Assistant Workshop (0.5 Day)
Summary
AI Follow-up Assistant for Everyday Work: From Scattered Messages to Clear, Tracked Follow-up A Half-Day, Hands-On Workshop for Non-Technical Professionals
| Job family | AI |
|---|---|
| Workshop Category | AI Agent |
Certification Detail
Why This Workshop?
Most office work does not fail because people do not care. It fails because messages, voice notes, meeting notes, reminders and follow-up tasks are scattered across the day. Many people have tried AI, but still use it like a chatbot — one question, one answer — and then return to the same messy workflow. Most struggle with: Capturing the real task — turning a long message or voice note into clear actions, owners and deadlines Keeping follow-up visible — knowing what still needs review, what is waiting, and what is done Staying in control — using AI to draft and organise without losing human judgment over what is sent or acted on This workshop gives participants a practical first AI follow-up assistant routine, hands-on practice, and a simple work-board habit for everyday work. The boundary stays clear throughout: AI suggests; the human reviews, approves, and decides.
Learning Objectives
By the end of the half-day, participants will be able to: Explain the difference between a chatbot response and a personal AI follow-up assistant routine Identify their own message, voice-note, reminder and follow-up use cases in daily work Write clearer instructions for summaries, action items, reminders and follow-up drafts Turn messy input into a simple work card that can be reviewed on a visual board Set up one starter routine to try after class — a first step, not a full personal workflow (that is built in later courses) Apply a human-review habit to check, edit and approve AI output before it is used Follow safe-use basics for accuracy, privacy, confidential data and over-reliance
What Makes This Workshop Different?
Work problem first — it starts from scattered messages and follow-up pain, not abstract AI theory Aha moment early — participants experience a personal follow-up assistant routine in the first hour Visible collaboration with AI — work does not disappear inside chat; it becomes a reviewable board item Reusable routine, not random prompting — participants leave with one habit to try for 7 days No coding background required — the public workshop focuses on experience, workflow thinking and safe use Honest about readiness — the course delivers a practice routine, not a deployed software account
Target Audience
Non-Technical Professionals who coordinate people, reminders, documents and daily requests (strongest first fit) Office workers who live in chat apps, email, meetings and follow-up messages every day Managers, team leads and project coordinators who turn scattered messages into clear next steps Business users who have tried ChatGPT, Copilot or other AI tools but still use them only for one-off answers Small business owners, freelancers and independent professionals who want a practical follow-up routine
Workshop Outline (Half Day)
Module Focus Key Activities 1 – The Daily Work Problem Messages, voice notes, meetings and follow-up tasks are scattered. Pain-point discussion and short example walkthrough 2 – From Chatbot to Follow-up Assistant The shift from one-off answers to a repeatable assistant routine. Live demo: messy message / voice-style input to organised output 3 – Signature Aha Demo Message or voice input → text → summary → actions → work board → reminder. Trainer-led demonstration with human review 4 – Build Your First Routine Choose one daily task and turn it into a repeatable AI-supported starter routine. Personal workflow canvas and prompt practice 5 – Safe Use & 7-Day Plan Review, approve, protect confidential data and continue after class. Safe-use checklist and 7-day practice plan Wrap-up & Action Plan Lock in one personal follow-up routine to use from day one. Action pledge and Q&A Total training content: approximately 3.5 hours (plus optional break).
Key Frameworks You Will Learn — Applied to Daily Work
Framework Application Message-to-Action Flow Turn messy messages, voice-style notes and meeting notes into clear summaries and next steps. Personal Follow-up Routine Move beyond random prompting into a repeatable daily habit. Visual Work Board Make follow-up work visible and reviewable: To Review → Doing → Waiting → Done. Reminder Checkpoint Prepare tomorrow or later follow-up without relying only on memory. Human Review Habit AI suggests; the human checks, edits, approves and decides. Safe AI Use Basics Protect privacy, avoid confidential-data leakage, and check accuracy before use.
We Tailor Examples to Your Team
Examples of customisation: Role / Function Sample Follow-up Scenarios We Can Use HR / Admin Candidate follow-ups, onboarding checklists, training reminders, document requests Training Admin / L&D Course logistics, attendee reminders, post-session action items Sales / Marketing Support Lead follow-ups, campaign task tracking, meeting recap actions Project Coordination / PMO Action-item capture, owner and deadline tracking, status chasing Operations / Customer Service Request triage, response drafts, ticket follow-up checkpoints Small Business / Solo Daily message-to-task routine, reminders, simple personal work board Tell us your team’s daily follow-up pain. We bring relevant examples your participants will recognise.
Facilitator Style & Language
Interactive, simple, practical and demonstration-led Designed for non-technical participants English courseware (can be delivered in Cantonese / English / Mandarin) Includes live demonstration, hands-on practice and group discussion Tools used (all shown by the trainer): a familiar messaging-style chat interface, a simple visual work board, and a general AI assistant — no software purchase or personal account setup is required from participants
Logistics & Customisation
Duration: 1 day, approximately 3.5 hours Class size: 15–25 participants for demo-first public class; smaller for guided local lab Format: public class, in-house workshop or private group session Participant requirement: no coding background required; smartphone useful; laptop only for selected guided-lab modes (trainer controls the technical setup) Tailoring: examples adapted to HR / Admin, sales, operations, customer service, project coordination or small business work Output: each participant leaves with one personal AI follow-up assistant starter routine and a reusable prompt pack — ready to turn messy messages into clear, tracked follow-up from day one
Continuation path
This half-day course is the entry point. Participants who want more can join later 1-day and 2-day workshops on personal workflow building, collaboration design and team follow-up routines. A future product option (Follow-up Copilot) may support ongoing use as it matures; it is not part of this public half-day workshop.
