Free wins
Are you using what you already pay for?
Usually not. AI isn't the only automationand it's rarely the first one. Most businesses are already paying for capability nobody switched on: in Xero, Microsoft 365 or Google Workspace, ChatGPT, Claude, the calendar, the phone in everyone's pocket. Pick a win and start on the steps. The first few are open, and your email gets you the rest.
If one of these fixes your problem you don't need us, and we'd rather say so. Pick the tab that's you.
Things you can do on your own phone and inbox this afternoon without asking anyone. They're yours to keep when you change jobs.
- File email by client, automatically20 to 30 minutes
- Templates for the reply you send twenty times a week10 minutes
- Gmail filters that label and archive by client20 minutes
- Working hours on your calendar5 minutes
- Auto-decline when double booked2 minutes
- Scan documents from your phoneAlready there
- Dictate notes on the drive back2 minutes
- Copy a number off a photoAlready there
- Focus modes for work hours and driving10 minutes
- One-tap “on my way” and job log20 minutes each
- Photograph the receipt at the counter5 minutes
- Teams meeting recap without typing the notes5 minutes to switch on
- ChatGPT custom instructions for your role15 minutes
- ChatGPT projects for recurring work20 minutes
- Claude projects for client work with files20 minutes
- Never paste client PII into a consumer AI chat10 minutes
- Wispr Flow: dictate into any app5 to 10 minutes
- Wispr Flow into ChatGPT and Claude10 minutes
You're the whole business. These are the ones that give you your evenings back, in roughly the order to do them.
- Xero bank rules10 to 20 minutes
- Forward bills straight into Xero15 minutes, then one email to your suppliers
- File email by client, automatically20 to 30 minutes
- Photograph the receipt at the counter5 minutes
- Never paste client PII into a consumer AI chat10 minutes
- Wispr Flow: dictate into any app5 to 10 minutes
- Wispr Flow into ChatGPT and Claude10 minutes
- Wispr Flow: client updates from the car10 minutes
- Wispr Flow snippets for the lines you repeat15 to 25 minutes
- Repeating invoices and bills15 minutes
- Automatic invoice reminders10 minutes
- Hubdoc auto-fetch from suppliers20 minutes
- Scheduled Xero reports to your inbox10 minutes
- A booking link instead of email tennis15 to 30 minutes
- ChatGPT for quoting from past work25 minutes
- Claude: voice notes into client emails15 minutes
- Claude project as a second brain40 minutes
- Separate business and personal ChatGPT20 minutes
The things that stop knowledge living in one person's inbox, and the settings that keep AI use contained inside the company.
- Teams meeting recap without typing the notes5 minutes to switch on
- Never paste client PII into a consumer AI chat10 minutes
- Wispr Flow into ChatGPT and Claude10 minutes
- Wispr Flow snippets for the lines you repeat15 to 25 minutes
- Wispr Flow for the team1 to 2 hours
- Shared mailbox for accounts@ or jobs@20 minutes
- Shared drives with a fixed folder structure1 hour, once
- Approvals in Teams for leave, purchases, quotes30 minutes
- Google Forms into a Sheet for intake30 minutes
- Shared team calendar for leave and deadlines20 minutes
- Hubdoc supplier rules into Xero5 minutes per supplier
- Copilot or Gemini inside your own tenancyAlready there if licensed
- AI data settings: prompts not used for training10 minutes
- One-page “what you can and can’t paste” guideAn hour, or ask us
- ChatGPT Team (or Enterprise) as the company workspace1 to 2 hours
- Claude Team projects for shared delivery1 hour
- Shared prompt library for the work you repeat45 minutes
Why we give these away
Turning something on beats building something new.
The order is always turn it on, tidy it up, then build. A firm that tells you that before selling you anything is a firm you can believe later. The first steps are open to anyone. We ask for an email for the rest so we can send you the walkthrough and see who found it useful, not to drip-market you.