Every task Amy can take.

160 tasks

• File every meeting's notes where the project livesMeetingsWhen it happensSaves 45 min to 2h a weekSetup 1 min
• Send the follow-up after every meetingMeetingsWhen it happensSaves 1h to 2.5h a weekSetup 1 min
• Send appointment reminders before every bookingAdminDailySaves 30 min to 1.5h a weekSetup 1 min
• Book new leads straight into open slotsSalesWhen it happensSaves 30 min to 1.5h a weekSetup 2 min
• Keep the CRM pipeline tidySalesDailySaves 45 min to 2h a weekSetup 1 min
• Nudge deals that have gone quietSalesDailySaves 1h to 2.5h a weekSetup 2 min
• Research every new lead as it lands in the CRMSalesWhen it happensSaves 1h to 3h a weekSetup 2 min
• Write the stand-up update from yesterday's workDeliveryDailySaves 1h to 2.5h a weekSetup 1 min
• Draft the weekly status reportDeliveryWeeklySaves 1h to 2h a weekSetup 1 min
• Chase the team for overdue updatesDeliveryDailySaves 45 min to 2h a weekSetup 1 min
• Keep the content calendar filledMarketingWeeklySaves 30 min to 1.5h a weekSetup 2 min
• Build the weekly marketing report from your channelsMarketingWeeklySaves 1h to 3h a weekSetup 2 min
• Chase overdue invoicesFinanceDailySaves 1h to 3h a weekSetup 1 min
• Categorise receipts as they come inFinanceDailySaves 1h to 3h a weekSetup 1 min
• Send a mid-month snapshot of cash, invoices and spendFinanceMonthlySaves 30 min to 1.5h a weekSetup 2 min
• Build the onboarding checklist for each new hirePeopleWhen it happensSaves 30 min to 2h a weekSetup 2 min
• Triage support tickets as they arriveSupportReal-timeSaves 2h to 5h a weekSetup 2 min
• Draft the first reply to every support ticketSupportReal-timeSaves 2h to 5h a weekSetup 2 min
• Summarise what support saw this weekSupportWeeklySaves 45 min to 1.5h a weekSetup 1 min
• Sort your inbox into needs-you and can-waitCommsDailySaves 1.5h to 4h a weekSetup 1 min
• Summarise long documents down to what mattersReportingWhen it happensSaves 1h to 3h a weekSetup 1 min
• Clean up messy spreadsheetsOperationsWeeklySaves 45 min to 2h a weekSetup 2 min
• Move data between systems without you retyping itOperationsWhen it happensSaves 1.5h to 4h a weekSetup 2 min
• Summarise what the week's meetings decidedMeetingsWeeklySaves 30 min to 1.5h a weekSetup 1 min