
Route incoming emails by rules you understand: sender, keywords, or labels feed a Zapier or Make scenario that asks AI for a three‑bullet summary, urgency level, and suggested next step. Add links to attachments and related docs. Post a morning Slack digest with grouped highlights for review. You still decide and reply, but the scrolling disappears. Track minutes saved, and prune rules monthly so everything stays tidy and legible.

Use Zoom or Meet transcripts, then ask AI to extract decisions, owners, and deadlines. Create tasks in Notion or Asana with links back to the recording and notes. Add a same‑day reminder to confirm accuracy and catch missing context. Prefer vendors with strong security and clear data retention. Establish a Friday ritual: review flagged items, close loops, and archive agendas so next week starts with momentum rather than mystery.

After a sales call, drop rough notes into a channel; AI extracts company, contact details, stage, and next steps, then drafts a CRM update for approval. Enrich with public data if permitted, match records using email domain, and avoid duplicates by hashing key fields. Log changes and keep a two‑way sync with your deal board. The result feels human but fast, keeping pipelines honest without weekend copy‑paste marathons.