Create a proposal after a sales call
Turn notes about a client’s needs into a branded proposal and prepare an email for the account manager to review.
A FIELD GUIDE TO AI AT WORK
Good ideas. Better workflows.
Practical recipes for the work your business does every day.
ESSENTIALS / THREE FOUNDATIONS
People. Projects. P&L.
Build the foundations with three practical skills.
Start with what your team does.
Choose your recurring activities to build a starting set.
Turn one-to-one meetings into task updates
Connect meeting transcripts, summaries, and task records to keep commitments visible and prepare the next conversation.
Extract invoice data and flag uncertain records
PDF invoices become spreadsheet rows, while incomplete results enter a separate review queue. This can be adapted for an accounting firm or finance team.
Create a company org chart and responsibility map
Turn a team roster into a verified reporting structure, role directory and responsibility map. Make gaps and shared responsibilities visible without inventing reporting lines.
Create a client project register
Build a reliable register of client engagements, owners, scope, milestones and commercial status. Keep projects distinct from opportunities, invoices and individual tasks.
Create a management P&L
Turn approved accounting records into a traceable profit-and-loss report. Separate revenue, direct costs and overhead, reconcile the totals, and keep uncertain classifications visible.
Turn a won deal into a customer onboarding handoff
Transfer the agreed scope, sales commitments and customer contacts to the delivery team. Prepare a kickoff and welcome message while keeping incomplete or disputed promises visible.
Investigate a drop in funnel conversion
Compare funnel definitions, affected customer segments, recent releases and support evidence. Produce a ranked investigation brief that separates measurement problems from plausible product causes.
Collect missing evidence for the month-end close
Turn missing receipts, pending invoice approvals and unanswered close questions into an owner-specific request queue. Keep reminders and received evidence synchronized with the closing checklist.
Follow an outstanding agreement through signature
Keep an unsigned agreement connected to its current signer, correspondence and next action. Prepare contextual reminders, stop stale chases and verify completion before closing the log.
Reconcile the lead sources prospects mention on calls
Extract what prospects actually say about finding the business, connect each statement to the correct deal and build a deduplicated channel report with visible gaps.
Prioritize a refresh queue for declining content
Compare page performance across consistent periods, separate measurement problems from likely content decay and rank a small queue of evidence-backed refresh briefs.
Prepare a support escalation watch
Combine current ticket clocks, customer needs and dependency status into a focused escalation queue. Draft accurate updates and keep uncertain deadlines or unresolved fixes visible.
Review customer account health across systems
Combine account usage, support history and renewal context into a current review packet. Explain changes with dated evidence and give account owners a focused list of questions and next actions.
Prepare a review of unused software seats
Reconcile paid software licenses with authorized usage and staff records. Prepare seat-level keep, reassign or reclaim proposals, with ownership checks and contract-aware cost estimates.
Draft a valuation memo from approved inputs
Assemble a consistent valuation memo from an analyst-approved deal packet and capitalization table. Trace figures to their approved versions, flag conflicting dates or share definitions, and leave valuation judgments with the analyst.
Qualify creator sponsorship enquiries
Turn incoming sponsorship enquiries into commercial review records covering the creator, channel, deliverables, timeline, budget, and usage rights. Separate missing information from poor fit and draft the next reply without accepting a deal.
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