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How I AIHow AI got me 3 promotions: the ultimate guide for EAs (w/ Zapier’s EA)
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At a glance
WHAT IT’S REALLY ABOUT
Zapier’s EA shows AI workflows for meetings, culture, strategy scaling.
- Cortney Hickey explains how she uses Zapier Agents, ChatGPT custom GPTs, and NotebookLM to offload repetitive EA work and increase organizational leverage.
- A flagship “weekly meeting prep” agent scans the calendar, researches external attendees, pulls CRM/email/Slack context, and outputs both Todoist prep tasks and a Slack digest with recommendations.
- She also built an automated meeting-coaching system that turns transcripts into culture- and values-aligned feedback delivered to participants, normalizing continuous improvement while reducing interpersonal friction.
- Finally, she shares tools that ‘scale exec thinking’: a GPT that reviews strategic docs in the CEO’s preferred style and a NotebookLM ‘strategy companion’ that makes company strategy queryable and consumable (even as an auto-generated podcast).
IDEAS WORTH REMEMBERING
5 ideasAutomate the weekly grind first to buy back time immediately.
Cortney targets Friday meeting-prep as a predictable, high-frequency task; once automated, she gets hours back while improving prep quality and consistency.
Great agents mirror your real workflow—describe it in natural language.
Both hosts emphasize that agent-building becomes easier when you narrate your steps (“check calendar → research people → scan Slack/CRM → summarize → create tasks”).
Combine multiple context sources to create ‘second brain’ meeting readiness.
The prep agent triangulates web research, HubSpot relationship history, and internal comms (Gmail/Slack), eliminating manual searching and reducing missed context.
Design outputs that land where work actually happens.
Cortney delivers actionable artifacts: Todoist tasks timed before meetings and a structured Slack digest, plus error handling when data can’t be found.
Iterate agents like training an intern: start simple, then refine.
She recommends “progress over perfection,” using execution traces and copilot edits (e.g., adding LinkedIn links) to incrementally improve reliability and usefulness.
WORDS WORTH SAVING
5 quotesIf you are doing a repeated task every week, spend time that week automating that task.
— Claire Vo
It’s serving as this kind of second brain for me… making sure that it’s not all in my head.
— Cortney Hickey
I always tell people… progress over perfection.
— Cortney Hickey
Are we who we say we are?
— Cortney Hickey
I’ve gotten three promotions… and been able to work myself out of multiple roles.
— Cortney Hickey
High quality AI-generated summary created from speaker-labeled transcript.
