Automate the daily work of every role

What you'll see in this lesson

1. Where to start: tasks, not tools

   For one week, write down each role's repetitive tasks, then automate the frequent, long and low-risk ones first.

2. Copilot and Gemini: the AI already in your office

   Microsoft 365 and Google Workspace bring AI into email, documents and meetings: it is the first layer for everyone.

3. Sales and CRM: less typing, more selling

   AI logs, summarizes and prepares: salespeople spend their time talking to customers, not filling in fields.

4. Customer service: agents that solve

   An AI agent with your knowledge base answers repeated questions at any hour and hands sensitive cases to a person.

5. Accounting and invoicing with Verifactu

   AI reads invoices and suggests entries, but every invoice must be issued by Verifactu-compliant invoicing software.

6. HR and admin: help, not decisions

   AI writes job ads, answers internal questions and organizes paperwork; decisions about people remain human.

7. Professional firms and real estate

   In firms, AI summarizes and prepares drafts; in real estate, it writes listings and handles interested buyers.

8. E-commerce and teaching

   In the store, AI writes product pages and answers order questions; in class, it prepares materials and grades with a rubric.

9. Summary

   Automate specific tasks, start with what you already have and leave the decisions that matter to people.