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45 guides for the office jobs that eat your week. Search by task or tool, or filter by job, level and setup time.

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Showing all 45 guides

Start here 1Easy · 15 min setup

Your first 15 minutes with a free AI assistant

Open a free AI chat, paste a made-up email, ask for a summary, check it line by line, and learn what never to paste in, all in about 15 minutes.

5min back per use,
our estimate
You check itRun once on made-up data
Inbox 3Easy · 5 min setup

Turn an email into an action checklist with owners and due dates

Paste an email into any AI chat and get a table of possible tasks, each marked as a request, a promise, an idea or a question, with who and when only if the email says so.

5min back per use,
our estimate
You check itRun once on made-up data
Inbox 4Easy · 10 min setup

Triage a messy inbox into reply now, delegate, file and ignore

Paste a list of senders, subjects and first lines into any AI chat and get each email sorted into reply now, delegate, file or ignore, with scams flagged separately.

15min back per use,
our estimate
You check itRun once on made-up data
Inbox 5Medium · 10 min setup

Write a calm, firm reply to an angry customer email

Paste an upset customer's email and your side of the facts into any AI chat, and get a short, polite reply that offers only what you choose, plus a note on any claims your records don't back up.

15min back per use,
our estimate
You check itRun once on made-up data
Inbox 6Easy · 5 min setup

Turn a voice memo into a clean email

Record a quick voice memo on your phone, paste the transcript into any AI chat, and get a short, tidy email that keeps your numbers and flags anything the transcript may have heard wrong.

10min back per use,
our estimate
You check itRun once on made-up data
Inbox 7Medium · 20 min setup

Build a library of saved email replies from your best past emails

Paste a few of your best sent emails into any AI chat and get reusable reply templates in your voice, with blanks for names and prices, plus a list of where your past answers disagree.

5min back per use,
our estimate
You check itRun once on made-up data
Inbox 8Easy · 5 min setup

Write a polite follow-up email when someone hasn't replied

Give any AI chat the facts about a quote or request that went quiet, and get three short follow-ups (gentle, helpful, closing the loop) with no fake urgency or invented deals.

10min back per use,
our estimate
You check itRun once on made-up data
Customers 1Easy · 10 min setup

Turn a phone or walk-in inquiry into a written quote draft

Paste your rough call notes and your own price list, and AI drafts a clean quote plus the questions you still need to ask, so you can send a quote the same day after you check every line.

15min back per use,
our estimate
You check itRun once on made-up data
Customers 2Easy · 5 min setup

Reply to online reviews, good and bad, and check the tone before posting

Paste your reviews and a few facts about your business, and AI drafts short, calm replies and flags the ones you should handle yourself, so you answer reviews faster without saying something you regret in public.

10min back per use,
our estimate
You check itRun once on made-up data
Customers 4Easy · 20 min setup

Write an FAQ page and saved answers from your most common customer questions

Paste the questions customers keep asking and a sheet of your real facts, and AI groups them into a clear FAQ with short ready replies, marking anything your facts don't answer, so you stop typing the same answers every day.

30min back per use,
our estimate
You check itRun once on made-up data
Customers 5Easy · 10 min setup

Turn customer feedback or survey answers into 3 themes and fixes

Paste a batch of customer comments, and AI groups them into the top three problems with comment numbers you can check, plus fix ideas, so you see what to work on first without reading every comment twice.

30min back per use,
our estimate
You check itRun once on made-up data
Customers 6Easy · 10 min setup

Write a win-back email to past customers, with a CAN-SPAM check

Give AI your offer and a few facts, and it drafts a short, honest email inviting past customers back, with the unsubscribe and postal address spots marked, so you can reach old customers without sounding pushy or breaking email rules.

20min back per use,
our estimate
You check itRun once on made-up data
Customers 7Easy · 5 min setup

Prepare for a sales call with a one-page brief from notes you already have

Paste the prospect's emails and your own call notes, and AI builds a one-page brief with their needs, concerns, questions to ask and what not to promise, so you walk into the call prepared in a few minutes.

20min back per use,
our estimate
You check itRun once on made-up data
Scheduling 1Easy · 5 min setup

Propose meeting times from your availability and write the reply

Type your free windows, the meeting length and both time zones, and AI picks up to three times that fit your rules and drafts the reply, so you end the back-and-forth email after you check the times in your calendar.

10min back per use,
our estimate
You check itRun once on made-up data
Scheduling 3Easy · 5 min setup

Draft a meeting agenda from last week's notes

Paste last meeting's notes and the AI drafts a timed agenda with open follow-ups, owners and questions to answer, so your next meeting starts where the last one stopped.

15min back per use,
our estimate
You check itRun once on made-up data
Scheduling 4Medium · 15 min setup

Draft a weekly staff schedule from availability and your rules

Give the AI your shifts, your hard rules and each person's availability, and it drafts a week's schedule with hours per person and every gap or risk flagged, for you to approve before anyone sees it.

30min back per use,
our estimate
You check itRun once on made-up data
Scheduling 5Easy · 10 min setup

Write appointment reminder and no-show messages

Give the AI your business details and cancellation policy, and it drafts a short text reminder, an email reminder and two no-show follow-ups you can paste into your booking tool after you check them.

20min back per use,
our estimate
You check itRun once on made-up data
Scheduling 6Easy · 5 min setup

Turn a long phone call into a written recap for the customer

Paste your rough notes from a customer call and the AI drafts a short recap email of what you discussed, what's still open and the next steps, so you both have the same record in writing.

15min back per use,
our estimate
You check itRun once on made-up data
Money 1Easy · 10 min setup

Write payment reminder emails in three tones (friendly, firm, final)

Give the AI one unpaid invoice's facts and it drafts three calm reminder emails, from a friendly nudge to a final notice, after checking that the balance adds up, for you to review and send.

20min back per use,
our estimate
You check itRun once on made-up data
Money 3Easy · 5 min setup

Explain a bill or invoice line by line in plain words

Paste a vendor's bill and what you agreed to, and the AI explains each line, re-adds the math and lists charges worth questioning, so you can spot errors before you pay.

15min back per use,
our estimate
You check itRun once on made-up data
Money 4Medium · 15 min setup

Run a simple cash-flow "what if" from your monthly numbers

Give the AI your starting cash, a normal month's money in and out, and one change you're worried about, and it builds a month-by-month table showing when cash would run low, for you to check with your accountant.

30min back per use,
our estimate
You check itRun once on made-up data
Money 5Easy · 5 min setup

Compare two vendor quotes side by side

Paste two quotes for the same job and the AI lines them up item by item, adds up the known costs, and lists the open-ended charges and questions to ask, so you compare like with like before you choose.

20min back per use,
our estimate
You check itRun once on made-up data
Money 7Easy · 10 min setup

Turn receipts and trip notes into a mileage and expense log draft

Snap photos of your receipts, paste your trip notes, and the AI drafts a mileage table and an expense table, flagging anything blurry, missing or personal so you fix it before tax time.

30min back per use,
our estimate
You check itRun once on made-up data
Reporting 1Medium · 15 min setup

Write a weekly owner report: what came in, what's stuck, what's next

Paste this week's payments, jobs and notes, and the AI drafts a one-page report with money in, work done, what's stuck and what needs your decision, using only your checked numbers.

30min back per use,
our estimate
You check itRun once on made-up data
Reporting 2Easy · 10 min setup

Turn your task list into a handoff note for a helper or contractor

Paste your task tracker or to-do list and the AI drafts a clear handoff note showing what's theirs, what's still yours, what has no owner yet and what to ask before you leave.

25min back per use,
our estimate
You check itRun once on made-up data
Reporting 3Easy · 10 min setup

Turn your to-do pile into a one-page monthly plan with 3 priorities

Dump every idea and worry for next month into an AI chat and get back one page with three priorities, a first step for each, fixed dates and a "not this month" list, with the targets left for you to set.

20min back per use,
our estimate
You check itRun once on made-up data
Reporting 5Medium · 10 min setup

Read a contract or lease in plain words and list questions for your lawyer

Paste the text of a lease or contract and the AI explains each part in plain words, pulls out every date and dollar amount, and drafts questions for your lawyer. It does not tell you whether to sign.

30min back per use,
our estimate
You check itRun once on made-up data
Reporting 6Medium · 15 min setup

Prepare a one-page business summary for a bank or lender meeting

Paste your notes about the business and the loan you want, and the AI drafts a one-page summary, a papers-to-bring checklist and a list of gaps to fill, using only the numbers you give it.

45min back per use,
our estimate
You check itRun once on made-up data
Team 1Easy · 10 min setup

Write a step-by-step checklist (SOP) for a task you always do yourself

Describe a routine task the way you'd explain it out loud, and the AI turns it into a numbered checklist with "done when" checks, money and safety steps marked, and questions where your words were vague.

30min back per use,
our estimate
You check itRun once on made-up data
Team 3Easy · 10 min setup

Write a day-by-day first-week plan for a new hire

Turn a list of what your new hire must learn and who can train them into a five-day plan, with the gaps flagged so nobody shows up to an empty schedule.

40min back per use,
our estimate
You check itRun once on made-up data
Team 4Easy · 5 min setup

Turn a policy change into a clear staff announcement

Paste your notes about a new rule and get a short, friendly staff announcement, a group-text version and likely questions, with risky rules flagged for an expert.

20min back per use,
our estimate
You check itRun once on made-up data
Team 5Easy · 10 min setup

Write a short "how we use AI" statement for your business

Get a plain, honest paragraph for your website that tells customers what AI helps with, what a person always checks, and what information never goes into AI tools.

30min back per use,
our estimate
You check itRun once on made-up data
Team 6Easy · 10 min setup

Make a "do not paste into AI" list for your staff

Turn a list of the records your business handles into a one-page staff rule sheet that says what never goes into AI, what is fine with details removed, and who to ask.

30min back per use,
our estimate
You check itRun once on made-up data
Marketing 3Easy · 10 min setup

Draft product or service descriptions for your website

Turn your notes about what you sell into short, accurate descriptions and detail lists, with missing facts and risky claims flagged before anything goes on your site.

30min back per use,
our estimate
You check itRun once on made-up data

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