AI Simplified Series
Blog · · 3 min read

How to Use AI for Email, Meeting Notes and Daily Busywork

Most office work arrives as messages. There is email, chat, phone calls, and meetings that someone has to turn into a plan. The work you are judged on happens in the gaps. An AI assistant can take over some of the sorting, summarizing and first drafts. You just need to decide ahead of time what to hand over and what to check.

Sort email into four piles

Inbox Zero is about attention, not neatness. A full inbox keeps asking you to read it again. Four piles cover most inboxes:

  • Archive: newsletters, alerts, and messages where you are only copied.
  • One line: confirmations, approvals and scheduling. One sentence settles it.
  • Mine: judgment calls, bad news, money or a decision. You write these yourself.
  • Forward: work that belongs to a coworker.

Give the assistant a list of senders and subjects. Ask it to sort them into the piles and give a few words of reason for each. Look through the archive pile before you move anything. First remove names, account numbers and sensitive subjects. Or use a tool your company has approved for that kind of data.

Turn a meeting transcript into decisions and owners

"Summarize this" tends to return a list of topics. A better request says what a good answer must contain. Ask for the decisions only. For each one, ask for the exact sentence where it was agreed and the speaker's name. Then do a second pass for tasks with owners and dates, and a third for anything left open.

The check matters more than the prompt. A topic that was discussed for a long time can look like a decision, because length feels like importance. Compare the quotes to the transcript. Then send the final notes to the people who were there so they can confirm.

Ask questions of long reports

Before you read a 90-page PDF, ask it questions. What does it claim? What proof does it give? Where does it admit limits? Ask for the page or section behind each answer. This helps you decide which parts deserve a close read. To compare several sources, set the question first. Then have each source answer it in one shared table.

Go from voice memo to first draft

Many people write better when they talk. Speak for two minutes about your rough ideas. Ask the assistant to organize them without adding facts. Then edit one section at a time. The tool can change the wording for a new reader. It cannot add the judgment and detail that only you have, so add those yourself.

Five lines to hand a job over

For any task you repeat, write down five things. First, the job in one sentence. Second, the material, and only what is needed. Third, the shape of the answer. Fourth, a sample of your own writing so the draft sounds like you. Fifth, the one check you will make before the work leaves your hands. Write it once and reuse it.

Decide what to do with the time you save

The minute counts for these routines are goals, not promises. Your first try will take longer. Decide ahead of time what the extra hours are for. If you do not, they will fill up with more messages. Be open with coworkers about what you hand to a tool. And keep the parts of the job that depend on your judgment.

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Written by Dhi Sattva. This article is an original introduction to a topic and does not reproduce the book. It is general information, not legal, financial, medical or professional advice.