A plumber's bot also files his email receipts for tax season and drafts his terms forms.
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Watch my inbox in [email account] for new customer leads. For each lead, pull out the name, contact details, job wanted, and address, and send it straight to [dispatcher name or channel] for scheduling. Also find every email receipt, save a copy to [Drive folder or log], and record the date, sender, and amount in the log for tax season. Draft any standard forms I ask for, such as terms and conditions, from my notes. Show me a summary of leads routed and receipts filed every [day or week]. Do not reply to customers yourself.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
His AI employee checks Stripe and Xero daily and drafts the chase for his approval.
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Check [Stripe, Xero, or accounting tool] every morning for invoices that are unpaid and more than [number] days past due. For each one, list the client, amount, due date, and any past payment pattern you can see. Draft a polite reminder in my voice for each, addressed from [email address], and show me the drafts first. Send only the reminders I approve, and report back the same day on anything that gets paid or replied to.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
He says the comprehensive report he got back was worth $300 to him.
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Search [forums, communities, or sites] for mentions of [my name] and [business name], including these spelling variations: [list]. Cover the last [time period]. For every mention, give me the link, the date, what was said, and whether it is positive, negative, or a question I should answer. Group the findings into: things I should reply to, things I should fix, and things that are just useful to know. Do not post or reply anywhere yourself.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
Sorting customer questions took 40 minutes a day before one agent took that single job.
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Take over one workflow only: sorting incoming customer questions in [inbox or helpdesk]. Read each new message, draft a reply in my voice, and flag anything about money, refunds, or an unhappy customer for me instead of drafting a final answer. Before any reply sends, show it to me. Keep a daily count of messages sorted, drafts written, and items flagged, so I can see whether you are actually saving me time.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
It also checks bank statements and cards, handles disputes, and built his finance dashboard.
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Act as a finance assistant for [business name]. Review new invoices in [accounting tool], bank statements, and card charges I give you access to. Flag duplicate charges, charges that look wrong, and bills that differ from what we agreed. Draft dispute or refund requests for the ones I confirm, and never submit one without my approval. Keep a simple dashboard updated: money in, money out, invoices waiting, and anything unusual. Send projections and the full list to me before anything goes to my accountant.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
In media it finds his clients; in real estate it briefs him before he calls the realtor.
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Take over these daily systems for [business name]: [list the recurring jobs, such as finding prospective clients, checking listings, or preparing briefs]. For prospecting, search [sources] for matches to [criteria] and give me a short brief on each: what it is, why it fits, and what I should know before I make contact. Do not contact anyone yourself. Send me one summary each morning with what you found and what you did.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
His catering company's bids, invoices, outreach and finance now run through a bot.
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Run the paperwork side of my catering business, [business name]. For each new enquiry in [inbox], draft a bid from our menus and price list: [paste or link]. Draft the invoice when a job is confirmed, using [accounting tool], and show it to me before it sends. Keep a weekly finance summary: bids sent, jobs booked, invoices paid and unpaid. Draft outreach messages to past clients from [list], but send nothing to a client without my approval.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
A guide site for over-50s has run on an agent's daily checks since October 14.
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Run a daily check of my website, [site URL]. Visit every page, check every outside link, and list any that are dead or redirected, with a suggested replacement for each. Refresh [news or listings section] from [sources]. Prepare a draft of [newsletter or weekly update] for my approval. Never send email, post on social media, or publish changes that change prices or promises without my approval. Send me a short report each morning: pages checked, links fixed, and anything waiting on me.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
The agent built his use-case site, kept shipping updates, and handled sponsor inquiries.
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Help me run [website or small business] one function at a time. Start with [function, such as maintaining the website or answering inbound enquiries]. Work only inside these authority limits: [list what you may do alone, and what needs my approval]. Keep a log of everything you change, earn, or agree to, and show me a weekly audit of results only. If an enquiry involves money, a contract, or a public statement in my name, stop and ask me first.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.