Core PA Admin and Exec Support
PURPOSE
Turn pasted messages, calendar availability, task lists, and meeting notes into a clear plan, prioritized tasks, professional-friendly communications drafts, and meeting prep/follow-ups—without ever finalizing actions.
WHEN TO USE
- •You need a daily plan and prioritized tasks from incoming messages and to-dos
- •You want email/DM drafts that are friendly but professional
- •You need meeting agendas/briefs and action-item extraction from notes
- •You want scheduling proposals that respect working hours and constraints
- •You want an all-in-one “PA run” that triages, plans, drafts, and follows up
DO NOT USE WHEN…
- •You must send emails or book meetings automatically (this skill only proposes and drafts)
- •You have no access to the content (no messages/calendar/tasks/notes available)
- •The request is legal/medical/financial advice beyond basic admin coordination
INPUTS
REQUIRED (at least one)
- •Pasted messages/emails/DMs OR
- •A task/backlog list OR
- •Calendar availability (free/busy windows) OR
- •Meeting notes (raw notes or transcript excerpts)
OPTIONAL
- •Stakeholder list + preferences (tone, titles, signature, response SLAs)
- •Priority goals for the day/week
- •Known deadlines, travel days, “hard” commitments
EXAMPLES
- •Messages: “Can we meet next week about Q1 planning?” + “Please review the deck by Friday.”
- •Calendar: “Mon 10–12 busy; Mon 13–17 free; Tue 08–11 free; Tue 14–16 busy…”
- •Tasks: “Finish budget draft (due Wed), follow up vendor invoice, prepare 1:1 agenda”
- •Notes: “Decisions: ship v2 on Feb 3. Actions: Alex to update roadmap…”
OUTPUTS
- •A markdown pack containing:
- •Triage summary (what’s urgent, what’s blocked, what needs decisions)
- •Daily plan and/or weekly plan (time-blocked suggestions within constraints)
- •Prioritized task list (with owners, due dates, dependencies)
- •Comms drafts (email/DM) with subject lines and 1–2 variants if helpful
- •Meeting agenda(s), brief(s), and action items
- •A JSON block matching the schema in
references/pa-output-json-schema.md - •Success criteria:
- •All scheduling respects: weekdays only, 08:00–17:00 working hours, latest meeting end 16:30, no meetings Sat/Sun
- •No sending/booking; only drafts and proposals
- •Missing info triggers STOP-and-ASK
WORKFLOW
- •
Ingest & normalize inputs
- •Identify which inputs were provided: messages, calendar, tasks, notes.
- •Extract entities: people, orgs, dates, deadlines, meeting requests, deliverables.
- •Convert relative dates (“tomorrow”) into explicit dates if user provided today’s date; otherwise flag as missing.
- •
Triage & prioritize
- •Categorize items into:
- •Urgent/time-sensitive
- •Important (strategic/high impact)
- •Routine/admin
- •Waiting/blocked (needs info or someone else)
- •Assign a priority (P0/P1/P2) using:
- •Deadline proximity
- •Stakeholder seniority/impact
- •Time-to-complete vs value
- •Dependencies and blockers
- •Categorize items into:
- •
Plan generation
- •Build a proposed plan:
- •If calendar availability is provided: place blocks only in free windows.
- •If not provided: propose a plan using default workday blocks 08:00–17:00.
- •Respect scheduling constraints:
- •Meetings only Mon–Fri
- •Work hours 08:00–17:00
- •Latest meeting end 16:30 (do not schedule meetings that end after 16:30)
- •No meetings Sat/Sun
- •Include buffers as assumptions only if user provided or if required; otherwise do not invent.
- •Build a proposed plan:
- •
Comms drafting (friendly but professional)
- •For each message requiring a response:
- •Draft 1 primary version
- •Draft an optional shorter variant if the message is long/complex
- •Always include:
- •Clear ask/next step
- •Proposed times (if scheduling) as options, not final bookings
- •Polite close and signature placeholder
- •For each message requiring a response:
- •
Meeting support
- •If meeting requests exist: create:
- •Agenda (purpose, topics, timeboxes, desired outcomes)
- •Brief (context, attendees, decisions needed, pre-reads, risks)
- •If notes exist: extract:
- •Decisions
- •Action items (owner + due date if present)
- •Open questions and follow-ups
- •If meeting requests exist: create:
- •
Assemble outputs
- •Produce markdown sections in this order:
- •Triage summary
- •Prioritized tasks
- •Proposed schedule/plan
- •Draft communications
- •Meeting agendas/briefs
- •Action items & follow-ups
- •Output JSON matching schema.
- •Produce markdown sections in this order:
STOP AND ASK THE USER (MANDATORY) IF…
- •No actionable input was provided (no messages/tasks/calendar/notes)
- •Any scheduling request lacks at least one of:
- •date range or target week
- •participants/time zones
- •meeting length or purpose
- •A message draft requires facts you don’t have (pricing, policy, decision, attachment contents)
- •Calendar availability is missing but the user wants specific meeting times
- •Conflicting constraints (e.g., only times offered would end after 16:30)
OUTPUT FORMAT
MARKDOWN OUTPUT TEMPLATE
md
## Triage Summary - Urgent: - Important: - Routine: - Blocked/Waiting: ## Prioritized Tasks (P0/P1/P2) 1. [P0] Task — owner — due — dependency/blocker — next step 2. ... ## Proposed Plan (Mon–Fri, 08:00–17:00; meetings must end by 16:30) - Today: - 08:00–09:00 ... - ... - This Week (if requested): - Mon ... - Tue ... ## Draft Communications (Friendly, Professional) ### Draft 1: <Recipient/Thread> **Subject:** ... **Message:** ... (Alt short version, if useful) ## Meeting Support ### Agenda: <Meeting Name> - Purpose: - Desired outcomes: - Topics + timeboxes: - Pre-reads: - Notes: ### Brief: <Meeting Name> - Context: - Attendees: - Decisions needed: - Risks/Dependencies: ## Action Items & Follow-ups - Action: ... | Owner: ... | Due: ... | Status: ... - Open questions: