Plan your next AI task

Start with the work you want to hand off. Choose a topic, prepare a task brief and decide what you want to check.

Workflows and handoffs

Map a process, name each handoff and plan what to do when a file or detail needs a check.

Document workflow automation: trace the handoffs

Map document workflow automation from receipt to storage. Name who drafts, reviews and approves each file, and where missing details go for a check.

Content agency workflow tools: check the handoffs

Choosing content agency workflow automation tools? Trace a brief through drafts, client comments and release to see where each handoff needs an owner.

Automate your business: pick the work first

Wondering how to automate your business? Rank repeat tasks by their inputs and outputs, then mark the judgment calls and approvals a person keeps.

Automate a business process with AI: set decision points

To automate business processes with AI, map fixed rules apart from draft work. Use a worksheet to mark where a person checks an uncertain decision.

Automate client onboarding: plan the full process

Want to automate the client onboarding process? Map the steps from signed agreement to first work, with an owner and needed inputs at each handoff.

Automate client onboarding: handle incomplete intake

Can you automate client onboarding when an intake form is incomplete? Use an intake checklist to flag missing details and send questions to the owner.

Why automate a process: write a testable reason

Why automate business processes? Write down the change you want to see and what would count as evidence. Use that note to weigh a pilot against manual work.

Automate AI business workflows: handle a failed step

Ready to automate business workflows with AI? Plan for missing inputs and failed steps, with a review queue and a person who decides how work resumes.

AI automation: what happens between input and review

What's AI automation? Use an example to trace the input, AI draft and human review. See how people direct, check and approve the work along the way.

Marketing and lead follow-up

Plan a draft, organize your contact records and choose the next step for a lead.

Choose an AI tool for one content job

What's the top AI tool for your content marketing work? Set the output you need, try a sample prompt and score the draft before you choose a tool.

AI marketing tools for a small business: fill one gap

Before choosing AI marketing tools for a small business, check what you already use. Find a missing task and plan a sample handoff for its owner.

Follow up on sales leads after the first reply

How do you follow up on sales leads? Start with the lead's reply, answer what they asked and name one next step. Take away a plan for checking the draft.

Automate lead generation: plan the capture and handoff

How do you automate lead generation? Start with an inquiry and map its path to a record. Choose an owner and the fields to check in a repeat report.

Track leads by where they came from

Learn how to track leads with a source log for each inquiry. Record the evidence for where it came from, and leave unknown sources open for a check.

Track sales leads by their next step

See how to track sales leads by stage, owner and next action. Sketch a sales board, then decide what to do with a lead that has no next step recorded.

Build a follow-up system for leads

Build a follow-up system for leads around a schedule you choose. Assign an owner, check each planned send and decide when it's time to stop contact.

Follow up with a lead without losing the thread

Unsure how to follow up with leads after a gap? Look at the last exchange and agreed channel, then choose a next date and a reason to stop reaching out.

Keep sales lead records usable

Need to keep track of sales leads when records go stale? Make a cleanup list with an owner, source evidence and space to note what needs a fix.

Follow up with real estate leads after an inquiry

Follow up with real estate leads by answering the property question they asked. Keep a note of facts to check, the agreed channel and the next contact.

Use AI for one small-business marketing campaign

Use AI for small business marketing to plan one campaign task. Put the audience, draft formats and review choices in a brief before work is released.

AI for email marketing: divide the work

AI for email marketing raises a work question: who drafts, checks and sends? Set out those roles and read selected email duties before planning a send.

AI content marketing: keep review in the workflow

Bring AI content marketing into a repeat review routine. Set the brief and check drafts against sources. Name who approves the version to publish.

Using and checking AI

Choose a task, set its limits and decide which claims and outputs need a check.