Workflow & AI

What can I automate with AI in my business?

The work that is repeatable, knowledge-heavy, and currently done inconsistently: outbound, inbound response, recurring content, meeting follow-through, month-end close, and reporting. The test is whether a well-briefed new hire could do it from your documentation.

By Nick Dinsmoor · Last reviewed August 4, 2026

Good candidates

Recurring newsletters, outbound sequences, inbound triage, meeting summaries and follow-through, bookkeeping close, status reporting, and content repurposing.

Poor candidates

Anything requiring relationships, negotiation, or a judgment call with real consequences and no precedent. Also anything where you cannot articulate what good output looks like.

How to pick the first one

Not the biggest: the one that annoys you most and has a clear definition of done. Early wins should be obvious to everyone.