The AI Employee Opportunity Map
Find the first 10 jobs you should hand off to AI, and the ones you should not. Free to read here. Takes about 10 minutes.
25 tasks a small business can delegate
Start by seeing how much of your week is repeatable.
Tap every task you or your team does at least weekly. Tasks marked “good first job” are low-risk and rule-based, so they are the safest place to start.
Your shortlist appears here.
The AI Employee Opportunity Scorecard
Five questions. Ten points. Score any task before you hand it off.
Answer all five questions to see your score. 0/5 answered.
Should AI do this?
A short decision tree for the tasks that make you hesitate.
Would a mistake cause serious harm that you could not undo? Think legal trouble, safety, large sums of money or a ruined relationship.
10 example AI employee job descriptions
Steal these. Each one is a real job description you could hand to an AI employee, with its limits written in.
Lead Follow-Up Coordinator
Reply to every qualified lead and keep opportunities moving.
- Check each new lead against your rules
- Draft the first reply and follow-ups
- Log everything in the CRM
Asks first: The first email to any new lead. Never: Promise a discount or a price.
Prospect Research Analyst
Find companies that fit and brief you before you call them.
- Build a weekly list of fitting companies
- Write a one-page brief with sources
- Remove companies you already serve
Asks first: Contacting anyone. Never: Present a guess as a fact.
CRM Upkeep Coordinator
Keep every contact and deal record true and current.
- Write notes after calls and emails
- Update next steps and owners
- List unclear items for you each day
Asks first: Changing a deal stage without clear evidence. Never: Overwrite a field without recording the old value.
Meeting Follow-Up Coordinator
Make sure every decision becomes a task with an owner and a date.
- Read notes or a transcript
- List actions with owners and dates
- Send a short recap
Asks first: Creating tasks for other people. Never: Invent an owner or a deadline.
Social Media Coordinator
Keep your social channels steady without eating your week.
- Propose a weekly plan
- Draft posts in your voice
- Report on what performed
Asks first: Publishing anything. Never: Make claims you have not confirmed.
Newsletter Coordinator
Get a newsletter draft in front of you every cycle.
- Collect what happened since the last issue
- Draft the issue and three subject lines
- Check every link
Asks first: Sending to the list. Never: Add facts that are not in your material.
Customer Support Employee
Answer what your policies cover and hand off the rest.
- Answer common questions with the source cited
- Sort and tag every request
- Escalate with a three-line summary
Asks first: Refunds, credits and exceptions. Never: Guess an answer.
Website Watch Coordinator
Notice broken pages and forms before customers do.
- Check key pages every morning
- Test the contact form
- Alert you with what it saw
Asks first: Nothing. It only reports.. Never: Edit the website.
Executive Assistant
Keep your inbox, calendar and day under control.
- Sort the inbox
- Propose meeting times
- Send a daily brief
Asks first: Sending any email for you. Never: Delete email or files.
Invoice Follow-Up Coordinator
Make sure overdue invoices get a polite reminder.
- List invoices past due
- Draft the right reminder for how late each is
- Log what was sent
Asks first: Sending each reminder. Never: Change an invoice amount.
The 10-minute AI Employee planning worksheet
Do this with a pen. The printable edition has room to write.
- 1
List ten tasks from last week that you did not enjoy or that kept repeating.
- 2
Circle the ones you do the same way most times.
- 3
Score your top three with the Opportunity Scorecard. Write the scores here.
- 4
Pick the highest score. Finish this sentence: I need someone to ______ so that ______.
- 5
Write three rules. One thing it always does. One thing it asks you first. One thing it never does.
- 6
Where does the information for this job live? Email, documents, CRM, spreadsheet.
- 7
What does a good result look like? How would you check it in under a minute?
Want the printable edition?
A clean version of everything above, with space to write, ready to save as a PDF.
Found your first job? Turn it into a blueprint in about five minutes.