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Claude for Operators

Claude for EA / Chief of Staff

Last verified: 13 February 2026 | Applies to: All plans (plugins require Pro or above)

In 30 seconds

Section titled “In 30 seconds”

Executive assistants and chiefs of staff are force multipliers — and so is Claude. The role is all about preparation, coordination, and communication on someone else’s behalf. Claude handles the research-and-draft layer: meeting briefings, email drafts, event logistics research, and weekly summaries. You stay focused on the judgement calls, the relationship management, and keeping everything on track.

Section titled “Recommended setup”
ComponentWhat to set upWhy
PlanPro (solo) or Team (if supporting multiple executives)Full platform access
Productivity pluginSeed with executive’s preferences, recurring meetings, key stakeholders, and communication styleClaude adapts to your exec’s voice and context
Marketing pluginFor polished communications, announcements, and messagingDraft comms that sound right
Sales pluginStakeholder briefings, meeting prep for external conversationsResearch people and companies fast
ConnectorsGoogle Calendar or Outlook, Slack, Gmail, Notion or project management toolPull real scheduling and communication data
Claude in ChromeFor quick research, venue lookups, and travel logisticsBrowser-based tasks without switching tools

Essential plugins

Section titled “Essential plugins”
  1. Productivity — persistent memory of your executive’s preferences, priorities, stakeholders, and recurring rhythms. Start here.
  2. Marketing — for drafting communications, all-hands messages, and announcements that need the right tone.
  3. Sales — for stakeholder briefings and meeting prep. The research and call-prep features work just as well for any external meeting.

Typical workflows

Section titled “Typical workflows”

Meeting prep and follow-up: See Meeting Prep & Follow-up for the full workflow.

Here's [executive]'s calendar for next week. For each external meeting, prepare a one-paragraph briefing: who they're meeting, their role and company, what it's likely about, and any prep needed. Flag anything that looks like it needs pre-reading.

Email and communications: See Email & Communications for the full workflow.

Draft a message from [executive] to the all-hands: we're restructuring the product team. Tone: direct but supportive. Key points: two teams merging into one, new lead is Sarah Chen, no redundancies, timeline is 4 weeks. Keep it under 300 words.

Weekly executive summary:

Summarise these 12 Slack threads from this week [paste]. Pull out: decisions that were made, action items with owners, and anything unresolved that needs [executive]'s attention. Format as a scannable briefing — not a wall of text.

Event coordination:

I need to coordinate a board dinner for 8 people in Melbourne on 15 March. Requirements: private dining room, two guests are vegetarian, one is gluten-free, central CBD location, budget $200 per head. Research 3 options with pricing, availability notes, and links.

Board meeting logistics:

Our next board meeting is 28 March. Create a preparation checklist covering: venue booking, catering, AV setup, board pack distribution (7 days prior), travel arrangements for interstate directors, and post-meeting minutes distribution. Include timeline and who's responsible for each item.

Time saved

Section titled “Time saved”
TaskBefore ClaudeWith Claude
Meeting briefings20 minutes each3 minutes each
Weekly executive summary1 hour15 minutes
Email drafting15 minutes each3 minutes each
Event coordination research2 hours20 minutes
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