Step 1: list your repeat tasks
Go through last week. Write down every job you did that you also did the week before: replying to the same questions, copying numbers between screens, writing the same report, chasing the same follow-ups. Aim for ten to twenty lines. Do not judge them yet.
Step 2: put two numbers beside each
- Hours a week it takes. Your best guess is fine for now.
- Risk: what happens if it comes out wrong. A typo in an internal note is low. A wrong number sent to a customer is high.
Step 3: pick one
Choose the task with the most hours and the lowest risk. If two tie, pick the one where you can read the result before it goes anywhere. Leave anything that sends messages to customers, handles money or touches private records until you have a policy and a checking step.
Step 4: try it, time it, decide
Run the task with AI for two weeks. Time it each run. Compare with the number from step 2. If it saves time and you trust the result, keep it. If you keep pasting commands between the chatbot and your tools and arguing with it to get what you want, the task may need to be set up properly, with clear rules and a check. That is a job worth handing off.
When you do not need help
If a tool you already pay for does the job, use it. Many tasks on your list will end there. Write a short AI policy before your team starts using it on real work.
If you want a second pair of eyes
Bring your list to a free 45-minute Discovery call. I will tell you which task I would start with, and whether you need me at all.