Administrative Tasks Perfect for AI:

• Email drafting and response suggestions

• Calendar management and scheduling coordination

• Basic customer inquiry responses

• Data entry and organization

• Report generation from existing data

• Social media content scheduling

Skilled Tasks AI Can Augment:

• Research and information synthesis

• Content creation with your voice and brand

• Analysis and pattern recognition in business data

• Customer segmentation and targeting

• Competitive intelligence gathering

Example: Writing follow-up emails:

1. Review prospect's initial inquiry

2. Check what services they expressed interest in

3. Craft personalized opening

4. Include relevant information about services

5. Add appropriate call-to-action

6. Proofread and send

What information does someone (or an AI) need to complete this task successfully?

• What data inputs are required?

• What knowledge about your business is essential?

• What examples or templates would be helpful?

• What are your quality standards?

How will you know if the AI version is working well?

• What would 'good enough' look like?

• What mistakes would be unacceptable?

• How would you measure time savings?

• What feedback mechanisms would you need?

Based on what we've learned today, which approach would work best for this task:

• ChatGPT Project with custom instructions?

• Relevance AI agent with workflow automation?

• Hybrid approach with AI assistance and human review?

1. Is the task repetitive & time-hungry?

2. Does it rely on structured data (CRM, sheet, form)?

3. Is 90 % accuracy OK? (Think confirmations, not contracts.)

4. Can success be measured in minutes saved or dollars earned?

3-4 YES answers → perfect pilot task (ex: compiling bid-list contacts).
≤2 YES → leave for later or keep human-led.