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The role of a virtual assistant has changed significantly over the last two years. AI tools have not replaced VAs — they have made great VAs dramatically more capable. An assistant who knows how to use the right tools can now do in two hours what would have previously taken a full day.

At Apex, every assistant we place is trained in AI powered workflows. Here are the tools that are genuinely making a difference right now and why they matter for the businesses our clients run.

ChatGPT and Claude — thinking partners, not just writing tools

Most people think of AI language models as writing assistants. The VAs who get the most out of them use them as thinking partners. They use ChatGPT or Claude to draft responses, summarise long documents, research topics, brainstorm content ideas, structure complex emails and create first drafts of reports that the VA then refines.

The key skill is prompt writing — knowing how to ask the right questions to get genuinely useful output. A well-prompted AI response can save 45 minutes of work. A poorly prompted one creates more work than starting from scratch.

The best VAs do not just use AI to write things. They use it to think faster, research smarter and produce better first drafts in a fraction of the time.

Notion — the operational backbone

Notion has become the central hub for how many businesses document and manage their operations. A VA who is fluent in Notion can build out a client's entire knowledge base, manage project trackers, create SOPs, run meeting notes and maintain a CRM — all within one tool.

Notion AI, built directly into the platform, makes this even more powerful. VAs use it to summarise meeting notes, generate action items from documents and draft content directly within the workspace the client already uses.

Zapier and Make — automation without code

Zapier and Make allow VAs to connect different tools together and automate repetitive workflows without writing a single line of code. A lead fills in a contact form and is automatically added to the CRM. A new invoice is created and the client is notified. A social post is scheduled across three platforms from one action.

VAs who understand automation can save their clients hours of manual work every week. This is one of the most valuable skills in the modern VA toolkit.

HubSpot — CRM management done properly

HubSpot is the CRM of choice for a huge number of growing businesses. A VA trained in HubSpot can manage the full contact database, update deal stages, log communications, set up email sequences, pull reports and keep the pipeline clean and accurate.

For sales-focused businesses, having a VA who can run HubSpot properly means the founder or sales team never has to worry about data hygiene again.

Canva — professional visuals without a designer

Canva has made it possible for VAs to produce professional quality graphics, presentations, social assets and documents without any design background. Combined with a client's brand kit, a Canva-trained VA can turn around polished content quickly and consistently.

Loom — async communication that actually works

Loom allows VAs and clients to communicate complex information without long back and forth email chains. A VA can record a two minute walkthrough of a completed task, a question about how something should be handled or an update on a project — and the client can watch it in their own time and respond when convenient.

For remote working relationships, Loom dramatically reduces miscommunication and speeds up collaboration.

The tools are only as good as the person using them

A VA who knows these tools but does not understand how to apply them to a specific business context will still underdeliver. What makes the difference is an assistant who has the judgement to know which tool to use when, how to combine them effectively and how to use them in service of the client's actual goals.

That is why at Apex we do not just check that our assistants know these tools — we assess how they use them in practice. Because knowing a tool and being effective with it are two very different things.

Want a VA trained in your exact tools?

Every Apex assistant arrives ready to use the platforms your business already relies on.

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