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3d ā¢ āļø General discussion
š Are you currently using any AI automations to streamline parts of your workflow?
If so, what are they doing for you?
And if not, what's one repetitive task you wish could be automated?
You donāt need to overthink it. Just describe a process thatās time-consuming, boring, or frustratingā¦ and letās see if we can help you build something.
š¬ Drop your thoughts in the comments below.
Bonus: Iāll pick one of the suggestions and create a custom automation example for it!
Need ideas to spark your thinking?
Here are a few things you might want to automate:
Recapping client meetings
Creating first drafts of proposal emails
Extracting expense invoices from emails
Weekly KPI summaries from spreadsheets
Chasing clients for missing info
Letās crowdsource the best automation ideas accountants needāand Iāll help turn them into step-by-step solutions š
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š Are you currently using any AI automations to streamline parts of your workflow?
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