AI automation use cases for office work

The five accounting workflows worth automating first, from client emails to bank reconciliation, the tool that fits each, and a free lesson for every one.

5 free lessons 5 min read

Stop retyping receipts and invoice PDFs. Five bookkeeping workflows AI can take a first pass at, the tool that fits each, and a free lesson for every one.

6 free lessons 6 min read

Five consulting workflows to give AI first: kickoff call to proposal, scope creep replies, client updates and invoice reminders, each with a free lesson.

7 free lessons 6 min read

Five support workflows to automate with AI first: inbox triage, answers from your own docs, after-hours chat and checked replies, each with a free lesson.

6 free lessons 6 min read

Five executive assistant workflows for AI: inbox drafts, booking from chat, connected tools, research briefs and decks, each with a free lesson.

7 free lessons 5 min read

Five HR workflows for AI, from a handbook agent that answers policy questions to leave replies, an AI policy rollout and onboarding audio. Free lessons.

7 free lessons 5 min read

Reply to claim and renewal emails without promising coverage, recap policy reviews and answer after-hours calls. Five agency workflows with free lessons.

7 free lessons 6 min read

Case-update replies that never predict outcomes, contract red flags, after-hours intake and version compares. Five law firm AI workflows, free lessons.

6 free lessons 6 min read

Five agency workflows to hand to AI, from scope-safe revision replies and chained campaign plans to content calendars, client status emails and decks.

7 free lessons 5 min read

Five nonprofit workflows AI can take a first pass at: board meeting recaps, donor and volunteer replies, intake forms, social posts and staff questions.

7 free lessons 6 min read

Five operations workflows to give AI first, from weekly review recaps and SOPs to vendor follow-ups and request forms, with a free lesson for each.

7 free lessons 5 min read

Five paralegal tasks AI can take a first pass at: intake call notes and conflict lists, contract compares, cited answers from case files and client FAQs.

6 free lessons 5 min read

Answer every lead fast, write listings in your own voice and keep buyers calm. Five real estate workflows for AI, the tool for each and a free lesson.

6 free lessons 6 min read

Five recruiting workflows to automate, from catching every application to fair resume screening and honest status replies, with a free lesson for each one.

6 free lessons 5 min read

Five sales workflows to hand to AI first, from discovery call follow-ups to lead scoring and deal nudges, with the right tool and a free lesson for each.

7 free lessons 6 min read

Build an AI voice receptionist that answers after-hours calls, knows your services, takes a message and never guesses. Free ElevenLabs and Twilio lessons.

6 free lessons 6 min read

Build an AI intake form, send every answer to a sheet with n8n or Make, summarize intake calls and answer new-client questions. Free hands-on lessons.

6 free lessons 6 min read

Send weekly client updates from a sheet, answer "any news?" emails without overpromising, and set up texting. Free n8n, ChatGPT, Lindy and Twilio lessons.

6 free lessons 6 min read

Get a contract in plain English, flag risky clauses with quotes, catch changes between versions and pull key dates. Free Claude, Foxit and KDAN lessons.

6 free lessons 5 min read

Build an AI agent that answers customer FAQs from your own docs, says when it does not know and hands off to a person. Chatbase, n8n and tawk.to lessons.

7 free lessons 6 min read

Label every new email by type, summarize what each sender needs and draft replies for review. Free lessons in n8n, Gmail, Zapier and Make, step by step.

6 free lessons 5 min read

Build an HR policy agent from your handbook, a cited n8n helpdesk, careful leave-policy replies and an audio onboarding guide. Free, hands-on lessons.

6 free lessons 6 min read

Read receipt photos with AI, sort expenses into categories, check reimbursement requests against policy and turn PDFs into rows. Free n8n lessons.

5 free lessons 5 min read

Read vendor invoice PDFs with AI, log them in a sheet, route big ones for approval and catch fake bank-change emails. Free n8n and Docparser lessons.

5 free lessons 6 min read

Build a weekly chase list, get a daily overdue digest, write reminders with late fees in n8n and run them on a schedule. Free, hands-on lessons.

5 free lessons 6 min read

Reply to every new lead fast, log inquiries automatically and draft deal follow-ups with AI. Free lessons in n8n, Zapier, Make and Capsule CRM.

6 free lessons 6 min read

Turn call transcripts into recaps, action items and CRM notes with AI, then push them with n8n. Free lessons in ChatGPT, n8n, Capsule CRM and OLVA.

7 free lessons 5 min read

Collect applications, score resumes against the job with quoted evidence and reply to candidates fairly, while a person makes every hiring call.

6 free lessons 6 min read

Plan posts in a sheet, let AI write captions in your brand voice, schedule a week at once and cut videos into clips. Free n8n, Blotato, SocialBee lessons.

7 free lessons 5 min read

Pull live data into Sheets, email scheduled summaries, draft client updates and clean messy exports. Free n8n, Make, Claude and ChatGPT lessons.

7 free lessons 6 min read