Success Series: AI Use Cases for Chiefs of Staff

AI tools can save chiefs of staff real time, but only when they are set up with purpose. This hands-on session focuses on two everyday examples: building a board deck and managing a rhythm-of-business tracker.

Using Claude, the session shows how to set up and run each workflow from the start. You will see how projects, instructions, sharing and collaboration work together to support your principal and your wider team. The examples use illustrative data, and the approaches translate easily to other AI tools.

Facilitated by Jamie Cole and Kevin Kluck, the session opens with framing from Jamie, followed by live demonstrations from Kevin. The second half is open discussion and Q&A, with an invitation to share your own use cases and learn from your peers.