Hand Off the Busywork: Using AI to simplify everyday tasks and free up time for yourself
As you plan your business for 2027, think about how much of your week goes into the work around serving your customers. A great consultation leads to a CRM update and a follow-up email, while a transaction update can send you back through a long message thread to figure out what happens next. That work keeps your business moving, but it can also fill the time you wanted for building relationships or pursuing your next opportunity.
This is a good time to look at where AI could take more off your plate next year. Start with something you do repeatedly and consider which parts a tool could prepare for you to review. To get you started, here are two examples you can start leveraging right away -
GIVE THE CONVERSATION YOUR ATTENTION
Use an AI notetaker during your next customer consultation so you can spend more time listening and less time trying to write everything down. (Let your customers know and get their permission before recording.) The tool can record and transcribe your conversation, then organize it into a summary for you and them to review afterward.
Then, instead of leaving with scattered notes, you’ll have a recap to help you update your CRM, schedule tasks related to the meeting, and prepare a personal follow-up email. It’s a win-win because your customers get your attention during the meeting, and you spend less time catching up afterward!
FIND THE ACTION BURIED IN THE EMAIL THREAD
When several people are exchanging updates, figuring out who's waiting for what can take longer than writing your reply.
Paste the relevant, anonymized messages into a new chat and ask:
“Summarize this thread, then create a task table with the action, responsible person, due date if stated, and what we're waiting on. Separate confirmed decisions from suggestions and don't invent deadlines. Draft a brief reply addressing the open questions. [PASTE THREAD].”
The result gives you a clearer next step without another pass through the entire exchange.
MAKE MORE ROOM IN YOUR 2027 PLAN
Use these examples as a starting point for doing more with AI in 2027. And moving forward, look at the repeated work that fills your week, including your marketing, and choose another task to simplify.
Save the instructions that work, remove sensitive details before sharing information, and review the results. Small improvements can add up to more time for the business and life you want to build.
Let's sit down and explore what AI could take off your plate.
Bring a task that eats up your time, and we'll look at ways to simplify it with AI and the resources available to you.
Together, we can make freeing up your time part of your 2027 business plan.