Templates For executive and admin assistants

Review a draft before you send it, for executive and admin assistants

Give a draft one pass for writing and one pass for substance, then hand back a short ranked list of fixes, so you know what must change before it goes out.

This is the version for executive and admin assistants. The steps and checks are the same as in the general template; each prompt carries one added line about your setting, and the examples are from your kind of work.

Sample results: runs and scores on this page are illustrations while testing is set up. How we test

Bring: The draft, Who will read it and what it is for

Use This TemplatePrepare a prompt for your own AI chat.

Who it is for: Executive assistants and administrative assistants who draft or tidy an email, memo or briefing for an executive and want a careful second read before it goes out under the executive's name.
Time: 10 minutes

Edit this version

Other Formats and Files

The Step 1 chat prompt under Use This Template is the quick start. Choose a full prompt chain, checklist, Claude skill or n8n file when that destination fits your work. Checked Instructions, below, run the whole job with a hard check after every step.

Choose one format

Prompt chain
Copy each step into ChatGPT or Claude, one after another.
Checklist
Follow the steps and check off the checks by hand.
Claude skill
A folder Claude loads, so it follows the steps by itself.
n8n file
Import into n8n and connect your own AI account.

This job also comes as Checked Instructions: the whole job in one set, with a hard check after every step. See the Checked Instructions on the general template.

Using a download:How to use this in n8n How to install a Claude skill

The same job, with and without the template

Sample

This comparison uses the Typical sample. Try an input below for a result guide matched to each sample.

One plain prompt

Review this email before my executive sends it. (The same draft and sources are pasted below.)

This is a solid email overall. It is clear, polite and makes a specific request. A few suggestions: you could make the opening a bit warmer, consider adding more detail about the carrier, and perhaps mention the benefits to the business. You might also want to double-check your figures.

The tone is professional and the request is clearly stated. Overall, it is ready to send with minor tweaks.

Problem:It calls the draft ready to send, never checks the claims against the sources (the cost is not less than the current spend), and gives no order of fixes, so a must fix looks like a polish.

With this template

Swipe sideways to see all columns

Rank	Rating	Fix	Where (quote)	Why it matters
1	must	Remove the claim, or say the cost is 150,000 dollars against 140,000 dollars of current spend over the last 12 months.	which is less than our current spend	The sources show the new cost is higher, and the board chair may check.
2	must	Replace with what the summary says: two of the three carriers interviewed said they could take the volume.	every carrier we interviewed recommended it	No source says any carrier recommended it.
3	must	Remove the figure, or add its source.	improve by 20 percent	The sources have no estimate of delivery times.
4	should	Give the on-time rate and say it is the carrier's own figure: 93 percent over the last year.	excellent record	The sources give a number, and "excellent" is an opinion.
5	should	Say that approval is needed by November 6, and that the board meets on November 12.	before the November 6 board meeting	The sources give November 6 as the approval date, not a meeting date.
6	nice	Put the amount and the ask in the first sentence.	I am writing to ask for your approval of the new freight contract	The chair then sees the ask at once.
7	nice	Offer a time to talk instead of "any questions".	I would be glad to answer any questions	A concrete next step is easier to say yes to.

Ready to send after the must fixes? Yes, once all three must fixes are made. The rest make it clearer; only the must fixes have to be made before it goes.

Check:Each claim is marked sourced or unsourced: Six claims marked: one sourced and five unsourced or wrong.
Check:Each fix is rated must, should or nice: Seven fixes rated: three must, two should and two nice.
Check:Every quoted place is really in the draft: Seven draft quotes support the review findings.
Check:The must fixes are truly must: The three must fixes are the cost comparison, the recommendation claim and the unsupported 20 percent figure, which could mislead the reader.
Check:Every number in a fix is in the draft or the sources: Five numbers appear in the fixes (6, 12, 93, 140,000 and 150,000) and each is in the draft or the sources.
For your read:You agree with the top fixes: Do you agree with the three must fixes, and does your executive know about them before the email goes?

Use This Template

Add your material below. Logic Lab prepares Step 1; you copy it into your own AI and check the answer there. The site does not run the workflow.

Example materialSample

Choose a sample

Typical: A request for approval, for a board chairEasy: A short thank-you note, for a speakerTricky: A client email with an internal figure in it

A short, accurate email with one small fix and nothing to check against sources.

The draft (needed)Who will read it and what it is for (needed)Sources or notes the draft relies on (optional)

Step 1 Chat Prompt

Review the exact prompt, then paste it into your own AI. For later steps, use the chat chain in Other Formats and Files.

You are a senior editor who reviews drafts for busy readers.
The draft is an email, memo or briefing written for or by an executive, and it will go out under the executive's name to a board member, a client or the whole company.

Your task is to review only the writing of the draft below: clarity, order, length, tone and wording. Do not judge whether the facts are right; that is a separate pass.

Who will read it and why: A thank-you email from my executive, Anita, to a guest speaker; I check it before she sends it

The draft:
Dear Dr. Mehta,

Thank you for speaking at our leadership forum on Tuesday. The team found your session on planning very useful, and we hope to welcome you again.

Kind regards,
Anita

Look for:
- the main point or ask arriving late or not at all,
- sentences that are long, vague or hard to follow,
- tone that does not suit this reader (too casual, too pushy, too stiff),
- repeated points, filler and jargon this reader may not know.

Rules:
- Point to the exact words, quoted from the draft.
- Suggest a concrete fix for each problem, not just "make this clearer".
- Do not rewrite the whole draft. Do not comment on facts or numbers.
- Find no more than 10 problems; pick the ones that matter most for this reader.

Return one markdown table and nothing else:
| # | Where (quote) | Problem | Suggested fix |

Send to AICopy and open ChatGPTCopies this result and opens a blank chat. Paste and review it there.

What This Sample Should Produce

No must or should fixes are needed. Offer one nice fix, such as naming the session, and say it is ready to send.

A result guide for this invented input, not an AI reply.

Want to see where the materials, steps and checks fit? Watch the general template being built.

The steps, and the check on each

Step 1: Writing pass
Check the draft for clarity, order, length and tone for its reader.
Hands back: A table of writing problems, each with the exact words and a suggested fix.
No separate check on this step.
Step 2: Substance pass
List each claim in the draft and mark whether it is backed by a source.
Hands back: A table of claims marked sourced or unsourced, and a list of gaps in the reasoning.
Check:Each claim is marked sourced or unsourced
A plain rule. If it fails, run the step again (the n8n file does this for you).
Step 3: Ranked fix list
Combine both passes into one short list of fixes, most important first.
Hands back: One ranked table of fixes rated must, should or nice, and a yes or no on whether it is ready to send.
Check:Each fix is rated must, should or nice
A plain rule. If it fails, run the step again (the n8n file does this for you).

After the last step

Check:Every quoted place is really in the draft
A plain rule. If it fails, it is flagged for you.
Check:The must fixes are truly must
A second look by the AI. If it fails, run the step again (the n8n file does this for you).
Check:Every number in a fix is in the draft or the sources
A plain rule. If it fails, run the step again (the n8n file does this for you).
Check:You agree with the top fixes
You check this one. If it fails, it is flagged for you.

What you need first

The draft(needed)
Paste the full draft as it stands now.
Who will read it and what it is for(needed)
For example "Department head, deciding whether to approve a budget change".
Sources or notes the draft relies on(optional)
Paste any data, notes or documents the claims come from. Leave empty if you have none; claims will then be checked only against what the draft itself cites.

Ways to adapt it

For a document with a required format (a proposal section, a policy brief), add the format's rules to the Writing pass under "Look for".
If your organization has a style guide, paste its main rules into the Writing pass and add "Follow this style guide" to its rules.
For high-stakes drafts, add a third pass between Substance and the fix list that reads as the most skeptical person likely to see it.
To use different ratings, change must, should and nice in the fix list prompt and in its check, both.

Change this version in the Editor. Its added context stays in every prompt and the general template stays separate.

Notes for executive and admin assistants

A claim in the draft is checked against the sources the assistant supplies. A claim with no source is marked unsourced, not assumed true.
Anything that looks internal, such as costs, margins, salaries or names of people in a private matter, is marked must when the reader is outside the company.
A "must" fix is a wrong or risky line that has to change before the draft goes out. A "nice" fix is polish.
The executive decides what goes out under the executive's name. The ranked list is a suggestion for the executive and for you.

The scoring guide

Sample

Each template check has a criterion marked met or not met; a person must still make the handed checks. (The guides in Quality rate a whole piece of work on three levels.) Under each one is how the example run scored.

Download the scoring guide (Markdown)

Each claim is marked sourced or unsourced
A plain rule
Meets:Every claim in the table is marked sourced or unsourced, and nothing else.
Does not meet:A claim has no mark, or a mark such as probably or partly.
Example built from the before and after:Met
Each fix is rated must, should or nice
A plain rule
Meets:Every fix is rated must, should or nice.
Does not meet:A fix has another rating or none.
Example built from the before and after:Met
Every quoted place is really in the draft
A plain rule
Meets:Every place quoted in the fixes is words that are really in your draft.
Does not meet:A quoted place is reworded or is not in the draft.
Example built from the before and after:Met
The must fixes are truly must
A second look by the AI
Meets:Each fix rated must would really mislead the reader, lose the ask or cause harm if it were left out.
Does not meet:A must fix is only a matter of style or taste.
Example built from the before and after:Met
Every number in a fix is in the draft or the sources
A plain rule
Meets:Every number in the Fix column is a number that is in your draft or your sources.
Does not meet:A fix contains a number that is in neither, such as a new total or a worked-out percentage.
Example built from the before and after:Met
You agree with the top fixes
You check this one
Meets:You read the must fixes, agree with each one and know how to make it.
Does not meet:You disagree with a must fix, or you do not know how to make it.
Example built from the before and after:For your read

Example built from the before and after: met 5 of 5, plus 1 for your read

Learn from this template

Most checks here run by themselves, but the last one is yours: you read the must fixes and decide whether you agree. The template marks that point instead of pretending the AI can make the call.

Where to see it: step 3 (Ranked fix list).

Read the guide: Where a person must look Take the lesson: Where a person must look (lesson 8)

More to read:Worked example: review a draft Adapting a template

Practice:Kinds of checks Spot the mistake: policy memo Scoring guides

The same job as a tool:Scoring guide to review prompt

Which one fits?

Use Fact-check against sources when you hold the sources and want every claim in the draft tested against them.
Use Check every requirement is covered when someone else set a list of requirements and you want to know which ones the draft leaves out.
Use Score work against a rubric when you have a rubric and want a mark for each criterion, with the evidence quoted.
Use Remove personal information when the text names people and must be cleaned before it goes anywhere.
Use Rewrite for a different reader when the draft is sound but must be said again for a different reader, with every fact kept.

Related templates

All for Executive and admin assistants

Review

Reconcile feedback from three readers20 min
Each actual reader comment gets an answer; conflicts stay visible

Review

Check a report before it goes to the board15 min
Every figure is tied to your records; the verdict follows a written rule you can read

Review

Check an RFP response before you submit it25 min
Every requirement is quoted from the call and matched to your response; the claims your records cannot support are flagged

Last run: October 17, 2026: Example built from the before and after (sample run)
Tools and versions: Example built from the before and after
What was checked: The files, against each tool’s import format, and 1 sample run, each check’s finding recorded.
Version: 1.0
What changed: First release.

Report a problem with this template How we test

Review a draft before you send it, for executive and admin assistants

How it runs

The same job, with and without the template

One plain prompt

With this template

Runs and scores

Example built from the before and after

Use This Template

Step 1 Chat Prompt

The steps, and the check on each

Step 1: Writing pass

Step 2: Substance pass

Step 3: Ranked fix list

After the last step

What you need first

Ways to adapt it

Notes for executive and admin assistants

The scoring guide

Learn from this template

Which one fits?

Related templates

Review

Review

Review