Shortlist AI opportunities from a time logFree sample Strategy & planning · Foundation · Founder, Operations — A ranked shortlist of five tasks with baselines Save
Estimate a time-saving range you can test Strategy & planning · Intermediate · Founder, Finance — A conservative, testable improvement range Save
Draft a one-page AI use policy Strategy & planning · Foundation · Founder, HR, Manager — A first policy to adapt with your advisors Save
Turn a recorded walkthrough into an SOPFree sample Operations · Foundation · Operations, Manager — A draft SOP with steps, decisions and quality gates Save
Stress-test an SOP for gaps Operations · Intermediate · Operations, Manager — A list of failure points to fix before automating Save
Meeting notes to owned action list Operations · Foundation · Manager, Operations, Founder — Actions with owners and dates, plus open decisions Save
Compare vendor proposals side by side Operations · Intermediate · Operations, Finance, Founder — A comparison table and questions to ask each vendor Save
Discovery-call brief from public informationFree sample Sales · Foundation · Sales, Founder — A one-page brief with hypotheses and questions Save
Follow-up email after a sales call Sales · Foundation · Sales, Founder — A concise recap email ready for review Save
Proposal outline from a scoped call Sales · Intermediate · Sales, Founder — A structured proposal draft with explicit scope limits Save
Prepare for real objections Sales · Intermediate · Sales, Founder — Honest responses grounded in your evidence Save
Content themes from client questionsFree sample Marketing · Foundation · Marketing, Founder — 4–6 themes with 6 piece ideas each Save
Rewrite a draft in your brand voice Marketing · Foundation · Marketing — A draft closer to your voice, with changes explained Save
Three-email welcome sequence Marketing · Intermediate · Marketing, Founder — A reviewed welcome sequence for new subscribers Save
Extract customer language for positioning Marketing · Intermediate · Marketing, Founder, Sales — Phrases, pains and desired outcomes in customers' words Save
Build a reviewed reply libraryFree sample Customer service · Foundation · Customer service, Operations — Approved templates per request type with escalation rules Save
Draft a careful reply to a complaint Customer service · Intermediate · Customer service, Founder — A calm, accountable draft for a person to finalise Save
Summarise customer feedback into fixes Customer service · Intermediate · Customer service, Operations, Manager — Ranked issues with evidence and proposed fixes Save
Monthly cash commentary from reportsFree sample Finance · Intermediate · Finance, Founder — A one-page narrative and questions for your bookkeeper Save
Polite overdue-invoice reminders (three stages) Finance · Foundation · Finance, Operations — Approved reminder templates for 7, 21 and 45 days overdue Save
Sanity-check expense categorisation Finance · Intermediate · Finance — A list of likely miscategorised transactions to review Save
13-week cash scenarios (structure, not prediction) Finance · Advanced · Finance, Founder — A spreadsheet structure and three scenarios to fill with your numbers Save
Role scorecard before the job advertFree sample People & HR · Foundation · HR, Founder, Manager — Mission, measurable outcomes and competencies Save
Structured interview questions per outcome People & HR · Intermediate · HR, Manager — Consistent questions and scoring guides Save
30-day onboarding plan People & HR · Foundation · HR, Manager, Operations — Week-by-week onboarding with owners and checkpoints Save
Question log to knowledge-base outlineFree sample Knowledge & documentation · Foundation · Operations, Manager, Founder — Sections and question-titled pages ranked by frequency Save
Instructions for a grounded internal assistant Knowledge & documentation · Intermediate · Operations, Builder — System instructions that keep answers to approved content Save
Improve a prompt that isn't working Knowledge & documentation · Foundation · Founder, Operations, Marketing, Builder — A stronger prompt with role, context, task, format and check Save
Tighten metric definitionsFree sample Analytics · Intermediate · Founder, Manager, Finance, Operations — Unambiguous definitions with source and calculation Save
Weekly scorecard commentary you can verify Analytics · Intermediate · Founder, Manager — Three-line commentary with every figure quoted Save
Summarise survey results honestly Analytics · Intermediate · Marketing, Manager, Customer service — Findings with sample size, quotes and caveats Save
Design an automation on paper firstFree sample Automation & agents · Intermediate · Builder, Operations — Trigger, data, actions, approvals and error handling Save
Agent safety review before granting access Automation & agents · Advanced · Builder, Operations, Founder — Minimum permissions, stop conditions and monitoring plan Save
Decision memo with a devil's advocateFree sample Leadership · Advanced · Founder, Manager — Options, trade-offs and the strongest counter-argument Save
Announce an AI change to your team Leadership · Intermediate · Founder, Manager, HR — A clear, honest announcement addressing concerns Save