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Twelve tools that finish a job. Each one works here, and shows you how to do the same thing in the AI you use.
Meetings and reports
- Turn meeting notes into actionsAn action table with owners and dates, the decisions, open questions and a follow-up email. (about 2 minutes.)
- Build a weekly management reportA one-page report: summary, KPIs against target with status, risks, decisions needed and next week's priorities. (about 5 minutes.)
Emails and customers
Documents and procedures
- Write a standard operating procedureA numbered procedure with an owner for each step, what to do when things go wrong, and a one-page checklist. (about 6 minutes.)
- Build a quoteA clean quote with line items, VAT by rate and a total in pounds, ready to print or save as PDF, plus a covering email. (about 4 minutes.)
Spreadsheets and data
People and HR
- Write a job descriptionA job description, person specification and advert, with a wording check and the right official guidance for where the job is. (about 8 minutes.)
- Draft an employee letterA letter to check and send for everyday situations, and the official route for the ones that need a set process. (about 5 minutes.)
- Plan a new starter's onboardingA dated plan from before day one to the three-month review, skipping weekends and bank holidays, ready for Excel or your calendar. (about 4 minutes.)