Pick your business type
These suggestions come from how the work behaves in each kind of business, not from survey data. Treat them as a starting point to adapt.
First jobs for agency or consultancy
Follow up with every lead
Referrals and enquiries are your lifeblood, and the first reply is where deals are won or forgotten.
Approval: You approve every output. Role: Sales Follow-Up Coordinator.
Start the blueprint with this jobResearch companies before I call them
A one-page brief before every discovery call is cheap to produce and makes you look prepared.
Approval: Internal work, nothing sent outside. Role: Research Analyst.
Start the blueprint with this jobTurn meetings into follow-up tasks
Client calls generate decisions. Turning them into owned tasks is repetitive and easy to review.
Approval: You approve every output. Role: Operations Assistant.
Start the blueprint with this job
Be careful with: Do not let it speak for your expertise. Keep opinions and recommendations with your team.
The profile of a good first job
- It repeats. At least weekly, so the setup effort pays back.
- You can write the steps. If you cannot describe the process on one page, write it first.
- The information is digital. Email, a CRM, a spreadsheet or your website.
- A mistake is cheap and visible. You will catch it before it matters.
Check a candidate quickly with the delegation score, or browse 25 candidate tasks in the Opportunity Map.
A 30-day introduction plan
- Week 1: write it down. Describe the job, gather the knowledge it needs (website, prices, policies, ten good past examples), and decide what needs your approval. Our free builder produces this as a blueprint in about five minutes.
- Week 2: practice with everything reviewed. Run ten real examples. Approve or correct each output. Keep a note of every correction.
- Week 3: turn corrections into rules. Each pattern in your corrections becomes a written rule or a knowledge item.
- Week 4: measure and decide. Count what it handled, what it escalated and what you corrected. Estimate time saved with your own numbers. Then decide whether to let the lowest-risk outputs go out without review.
Mistakes to avoid
- Starting with the hardest job. Start with the one that is tedious and low-risk.
- Giving it everything at once. Connect one tool, read-only, then extend.
- Letting it speak without approval. Early on, a human approves everything that leaves the company.
- Skipping the never-do list. The most useful rules are the things it must never do.
- Judging it on one good demo. Judge it on ordinary days and odd messages.
How we wrote this
We build AI employees for a living, so we have a point of view. Where a point favors us, we say so. We have no customer results to publish yet, so we publish none: every claim on these pages is either reasoning you can check, a fact about how our own product works, or a clearly labeled example.
Spotted a mistake or something unclear? Tell us through the contact form and we will correct it and update the date above.
Free blueprint in about five minutes.