India’s most practical AI Training for Company Secretaries — built for practising CS professionals, CS trainees, and in-house secretarial teams. Automate compliance filings, board documentation, and regulatory correspondence — without compromising your professional standards.
These are the highest time-cost tasks for Company Secretaries across India — in compliance, board management, ROC filings, and regulatory correspondence. Every one is AI-solvable without replacing your professional certification.
AI handles the drafting, structuring, and correspondence. You apply your professional judgement and certification seal.
Each module targets a real CS workflow — board management, ROC compliance, SEBI filings, secretarial audits, client advisory, and practice operations. Hands-on practice with Companies Act scenarios.
Draft meeting notices, agenda, board resolutions, committee minutes, and action taken reports using AI — in the exact format required under Companies Act 2013 and Secretarial Standards SS-1 and SS-2.
Claude AI · ChatGPT · Notion AI
Automate preparation of ROC filing documents, covering letters, board resolution extracts, and compliance checklists for all major MCA21 forms — MGT-7, AOC-4, DIR-12, SH-7, and more.
ChatGPT · Make.com · Google Workspace AI
Generate Directors’ Report, MDA, Corporate Governance Report, Business Responsibility Report, and CSR disclosures from structured inputs — in Schedule VI compliant format, hours not days.
Claude AI · ChatGPT · Julius AI
Draft SEBI LODR disclosures, insider trading policy updates, BSE/NSE intimations, related party transaction disclosures, and stock exchange filings — automatically, before every deadline.
ChatGPT · Make.com · Gmail AI
Prepare Secretarial Audit reports, MR-3 forms, annual secretarial compliance reports, and FEMA compliance certificates faster with AI — structured, accurate, and compliant with ICSI standards.
Claude AI · Perplexity AI · ChatGPT
Automate client compliance calendars, deadline reminder systems, regulatory update newsletters, retainer invoicing, and matter management — running your CS practice on AI-powered autopilot.
n8n · Make.com · Zapier · Notion AI
Compact and intensive. Built around the CS professional’s actual workload — board season, ROC deadlines, and SEBI compliance cycles. Online or on-site delivery.
| Session | Topic | What You Build / Take Away | Format |
|---|---|---|---|
| Morning 9:30 – 11:00 |
AI Foundations for CS Professionals AI tools relevant to CS practice, prompt engineering for governance documents, client data confidentiality protocols, and your first AI-drafted board resolution done live |
First AI-generated board resolution — reviewed live in session | Orientation |
| Mid-Morning 11:15 – 1:00 |
Board Management & ROC Filing AI Meeting notices, agenda, resolutions, minutes, action registers, ROC filing documents, and MCA21 covering letters — all drafted with AI in SS-1 and SS-2 compliant formats |
Complete board meeting documentation set — ready to use next meeting | Hands-on |
| Afternoon 2:00 – 3:30 |
Annual Report, SEBI Compliance & Audit AI Directors’ Report sections, MDA narrative, SEBI LODR disclosures, Secretarial Audit report structure, and related party transaction summaries — all AI-generated from structured inputs |
Directors’ Report section draft + SEBI disclosure template library | Hands-on |
| Late PM 3:45 – 5:30 |
Practice Operations AI + Live Build Compliance deadline reminder automation, client regulatory update newsletters, retainer communication workflows, and each participant builds one AI workflow for their specific practice — Q&A with Deepak |
Live compliance calendar automation + 40 CS AI templates to keep | Live Build |
📦 Every participant takes home:
Type rough notes from the board meeting into Claude AI with a structured prompt specifying the company, attendees, agenda items, and decisions. AI generates complete, SS-2 compliant minutes — reviewed and finalised in under 20 minutes versus 3–4 hours manually.
Time saved: 2–3 hours per board meeting 🕐
An automated workflow collects filing trigger data from your compliance calendar, drafts the covering letter, prepares the board resolution extract, and compiles the checklist — all ready for your review before the due date, without manual compilation.
Never miss a ROC deadline again 📅
Input the company’s financial highlights, key events, and statutory particulars into a structured AI prompt. Claude generates the Directors’ Report — including all mandatory disclosures under Section 134 of Companies Act 2013 — as a complete, formatted first draft in under 30 minutes.
Directors’ Report: 30 min vs 2 days ✍️
A Make.com workflow monitors upcoming compliance due dates for all your client companies. 7 days before each deadline, it automatically sends a personalised reminder email to each client — with the specific action required. Zero manual follow-up, zero missed deadlines.
All clients reminded automatically 🔔
Structure your Secretarial Audit observations into AI prompts. Claude generates the MR-3 report narrative, compliance observation paragraphs, and qualification language in ICSI-standard format — your professional review completes the certification process.
MR-3 first draft in 45 minutes 📋
Draft SHA clauses, JV agreements, debenture trust deeds, and corporate restructuring documentation using AI — structured around the specific transaction parameters your client requires, starting from a solid first draft rather than a blank page.
SHA first draft in 2 hours not 2 days 📄
Results reported by Company Secretaries trained by AI Workflow India across India.
Handle more client companies, draft faster, and meet every compliance deadline — without expanding your team. AI makes a solo CS practice as productive as a firm of three.
Scale your firm’s client capacity without proportional headcount growth. AI-powered practice operations mean your team spends time on client value, not paperwork.
Board management, SEBI compliance, BRSR reporting, and ROC filings — AI reduces the routine burden so in-house CS teams can focus on governance strategy and Board advisory.
Build AI skills before you qualify. CS professionals with AI fluency are starting their careers with a significant advantage — handling more complex work from day one.
Legal and compliance teams working alongside CS professionals benefit from AI-powered contract review, regulatory research, and compliance calendar management.
Understanding AI’s role in governance and compliance helps CFOs work more effectively with their CS team and make better-informed decisions on corporate secretarial requirements.
Curated for CS practice — all evaluated for client data confidentiality and ICSI professional conduct compliance.
🔒 Client Data Protocol: We never teach CS professionals to upload client company data, board decisions, or unpublished price-sensitive information (UPSI) to public AI platforms. All training uses anonymised company scenarios. Our prompt templates are designed to extract maximum AI productivity while keeping all confidential company information within your secure systems — fully compliant with ICSI professional conduct guidelines and SEBI insider trading regulations.
Every AI workflow and template is built around the requirements of the Companies Act 2013 — Section 134 Directors’ Report, SS-1 and SS-2 Secretarial Standards, ROC form formats, and MCA21 filing procedures. Accuracy is built into every prompt we teach.
For CS professionals serving listed companies, we cover AI workflows for SEBI LODR disclosures, insider trading policy compliance, related party transaction reporting, and BSE/NSE intimation drafting — all aligned with current SEBI regulations.
AI does not replace the CS certificate holder’s professional responsibility, attestation, or signature on compliance documents. We are explicit about this — AI is a drafting and operational tool, and every document requires the CS professional’s review and certification seal.
AI-generated templates for FEMA filing documentation, Form FC-GPR, annual return on foreign liabilities, and RBI intimations — reducing the compliance documentation burden for CS professionals handling foreign investment.
Business Responsibility and Sustainability Reporting (BRSR) is now mandatory for top listed companies. AI significantly speeds up the data compilation, narrative drafting, and disclosure formatting for SEBI’s BRSR framework.
Company data, board decisions, and client information held by CS professionals is subject to DPDP Act obligations. Our training ensures all AI workflows are designed to protect client data and maintain regulatory compliance under the new data protection framework.
Deepak Kaushik speaks with you directly to understand your practice type — solo practitioner, CS firm, or in-house — your current client base, compliance workload, and the 3 tasks consuming the most time. You leave with immediate, actionable AI recommendations. No commitment required.
We customise the workshop around your specific practice focus — whether you serve primarily private companies, listed entities, or a mix. Every template and workflow is built around your actual document types, your client base, and your compliance calendar structure.
Online via Google Meet or at your office. Deepak personally leads every session. We avoid board meeting season peaks and ROC deadline crunch periods when scheduling — fitting around the realities of a CS professional’s busiest months.
You leave with 40+ CS-specific AI prompt templates, working automation workflows for your top 3 use cases, a completion certificate, and 30 days of WhatsApp support. Most CS professionals use their board minutes AI template at the very next board meeting they manage.
“I handle 22 client companies as a solo CS practitioner. Board minutes used to take me 3–4 hours per meeting — I was spending entire evenings on this. After Deepak’s training, my minutes drafting time is down to 35 minutes per meeting. I have been able to take on 6 more client companies without hiring any support staff.”
“The Directors’ Report module was genuinely transformative. For our three listed clients, preparing the Annual Report used to consume 2 weeks of intensive work. After the AI training, our team generates the first draft of the Directors’ Report, MDA, and Corporate Governance Report in under 4 hours from the financial data. The quality has actually improved because we have more time to review and refine.”
“As in-house CS for a mid-size manufacturing company, the compliance calendar management was my biggest pain point. The automated deadline reminder system we set up during training now sends personalised reminders to the CFO and MD for every upcoming compliance — with the specific action required. I have had zero escalations from the Board since implementing this.”
“I was preparing for my ICSI practical training and attended the AI workshop. The difference in my drafting quality and speed was immediately noticed by my principal. I can now produce a draft board resolution or notice that my principal only needs to review and approve — not rewrite. It has completely changed my value to the firm.”
All packages include CS-specific templates, certificate, and 30-day support. Contact us for firm pricing and in-house team packages.
Start with a free 30-minute assessment. We will show you exactly which AI workflows will save your practice the most time — with a live demo using Companies Act scenarios. No commitment required.
Join Company Secretaries across India who are using AI to draft faster, serve more clients, and lead the governance function of India Inc. into the digital age.
AI Workflow India · Saraj Systems (OPC) Pvt Ltd · +91 987 3816 607 · Info@aiworkflowindia.com