Tasks

Pick the chore, not the model. Each task page lists the setups we have written, and the trades they tend to fit.

• Automate email triage

  For a sole trader whose inbox is busy but not a shared team mailbox. Labels do the sorting. The agent only drafts.

  3 playbooks

• AI receptionist and missed calls

  For trades and salons that lose work when the phone rings during a job. The agent takes a message. It does not run the diary.

  3 playbooks

• Automate invoice chasing

  For anyone waiting on a handful of unpaid invoices. The books stay in the accounting tool. The agent only prepares a draft.

  1 playbook

• Meeting and job scheduling

  For quote visits, intro calls, and salon appointments. The calendar offers real gaps. The agent does not invent them.

  2 playbooks

• Receipts into bookkeeping

  For the weekly receipt pile, not for filing a tax return. Figures get checked against the photo before they touch the accounts.

  2 playbooks

• Customer FAQ replies

  For shops, salons, cafes, and agencies that answer the same questions every week. The policy is the source. You still send the mail.

  3 playbooks

• Social post repurposing

  For businesses that should post and do not, because writing three versions feels like a second job. Nothing is published automatically.

  3 playbooks

• Lead capture to a CRM

  For trades, coaches, and small agencies whose leads arrive in five different places and then get forgotten.

  1 playbook

• Weekly admin digest

  For consultants, accountants, and agency owners who lose Monday to remembering what is outstanding. Three lines, not a dashboard.

  1 playbook

• Research for quotes and suppliers

  For quotes that depend on materials, subcontractors, or software you do not buy every week. Estimates from a model are not prices.

  2 playbooks

• Quote and estimate drafts

  For a tradesperson who already has the measurements and the supplier prices in front of them. The draft fills a template. You check every line and you send it.

  1 playbook

• Google review replies

  For a salon, cafe, or shop that means to reply and then does not. The draft is a prompt. The post button stays with the owner.

  1 playbook

• Meeting notes into tasks

  For consultants, coaches, and small agencies who leave a call with a vague sense of what was agreed. The recording is not the task list. You write the tasks.

  2 playbooks

• Data entry from PDFs and forms

  For forms, supplier PDFs, and application packs that are not receipt photos. The receipt playbook is a different pile, with different columns. Both stop at a checked row.

  1 playbook

• File organisation

  For a Drive that has become a list of downloads. Three top folders, one folder per current job, and a rule that the model never receives the file.

  1 playbook

• Weekly client report

  For consultants and small agencies who already know the week's results and lose the afternoon writing them up. The sheet stays the source.

  1 playbook