Good first candidates
These tasks create preparation a person can check quickly. They do not give software authority over money, people or commitments.
- Summarise a meeting into decisions and owned actions
- Turn approved notes into a first-draft SOP
- Draft standard customer update emails
- Convert a customer interview into case-study questions
- Research public facts before a sales call
- Prepare a follow-up draft from call notes
- Turn one approved article into channel-specific drafts
- Extract frequently asked questions from support messages
- Organise internal notes into a searchable index
- Compare supplied documents and flag differences
- Create a first-draft project status summary
- Classify incoming enquiries for human review
- Draft CRM notes from a transcript
- Create an agenda from unresolved actions
- Check a document for missing required sections
Useful, with an explicit approval gate
The next group can save preparation time, but the result affects customers, employees or commercial terms. A named person must approve it.
- Prepare pricing scenarios without choosing the final price
- Draft a response to a sensitive complaint
- Prepare proposal scope from approved meeting notes
- Summarise a contract for questions to ask a solicitor
- Draft employee communications from an approved decision
- Analyse cash-flow figures for an accountant to interpret
- Prepare marketing claims with an evidence checklist
Keep these decisions human
AI can organise information before these decisions, but it should not own the decision or execute it.
- Approve or make a payment
- Sign or accept a contract
- Fire, discipline or hire a person
- Give final legal, tax or regulated financial advice
Choose the first task
Score frequency, time, repetition, process consistency, business benefit, risk and ease of implementation. High risk should act as a gate, not a small deduction. A long task is not a good AI task when an unchecked error could create a serious commitment.