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Description

Excel and Office Tools for Administrative Support: Produce, Secure and Delegate to an AI Assistant

Three days to regain control of recurring documents and hand the rest over to an AI assistant

  • 3 days — 21 h
  • In-person or virtual
  • Foundation
  • Up to 6 participants

Writing up the minutes of a meeting takes two hours. The leave tracking spreadsheet is retyped every month, the mail merge is redone by hand and the letter templates exist in five different versions. Requests keep arriving and the day ends before the substantive work has even started.

These 21 hours are designed for administrative support roles. Participants standardise their recurring documents through templates and mail merge, make their tracking spreadsheets reliable and build clean presentations. The final session covers the use of an AI assistant embedded in everyday office tools to draft, summarise and prepare a meeting, with the necessary precautions.

Learning objectives

  • Standardise a recurring document using templates and automatic fields
  • Produce personalised letters in bulk from a contact list
  • Make a tracking spreadsheet reliable through formulas and data entry controls
  • Build a consistent presentation from a single slide master
  • Frame a request to an AI assistant, then verify and correct its output

What makes this programme different

Recurring documents brought by participants turned into ready-to-use templates
Meeting minutes produced with an AI assistant and then reworked manually
The limits of the AI assistant tested on deliberately incomplete data

Programme

1Recurring documents and templates

Stop starting from scratch

  • Document templates and automatic fields
  • Styles and consistent formatting
  • Quick parts and reusable content blocks
  • Version control and shared documents

2Mail merge and distribution

Personalising in bulk

  • Preparing a usable recipient list
  • Merging letters, labels and email messages
  • Rules and conditional fields
  • Proofreading and checks before sending

3Reliable tracking spreadsheets

No more retyping

  • Data lists and formatting as tables
  • Calculation formulas and lookup functions
  • Data validation and drop-down lists
  • PivotTables for the monthly summary

4Presentations and meeting documents

Supporting the speaker

  • Slide master and corporate template
  • Structuring a message in a few slides
  • Embedding tables and charts that update
  • Handouts issued to participants

5AI assistant at the workstation

Delegating what can be delegated

  • Framing a precise and contextualised request
  • Drafting and rewording letters and minutes
  • Summarising long documents and preparing a meeting
  • Checking outputs and identifying data that must not be shared

Who is it for

Executive assistants, secretaries, office managers and administrative staff responsible for recurring documents and schedules.

Prerequisites

Regular use of standard office software in a professional environment.

Dates & locations

36 scheduled dates between November 2026 and December 2027. Seats are confirmed in the order enquiries are received.

November 2026

December 2026

January 2027

February 2027

March 2027

April 2027

May 2027

June 2027

September 2027

October 2027

November 2027

December 2027

None of these dates suit you? We open additional sessions on request, and any programme can be run privately for your team.

Practical details

Before the programme
Online positioning questionnaire. Your development objectives are shared with the trainer, who tailors the practical case studies to your context.
Teaching methods
Theoretical input, workshops and practical case studies. Digital course materials and method sheets provided.
Assessment
Multiple-choice tests and role-play exercises. Assessment of learning at the start and end of the programme, with immediate and 60-day follow-up evaluations.
After the programme
One year of access to the e-learning platform. Self-assessment of the skills acquired and a 30-day follow-up session with your trainer.
How to register
Registration online or on the basis of a quotation.
Lead time
11 working days after confirmation of registration.
Accessibility
Accessible to people of determination. Contact our accessibility coordinator to design a suitable solution: contact@mpf-academy.ae
Start dates
Rolling intake: in addition to the scheduled sessions, this programme can start on request.