These are common jobs we set up for businesses, shown as examples. They use the same tools and approach as the systems above, adapted to how your team works.
New hireStarts Monday
- Email and accountsCreated
- LaptopOrdered
- First-week planDrafted
- Handbook and policiesWaiting for signature
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Example solution
Employee onboarding
When you hire someone, one form starts everything: accounts are requested, equipment is ordered, the paperwork goes out to sign, and a first-week plan is drafted for the manager to adjust.
- Works with
- Microsoft 365 or Google Workspace, e-signature, your HR checklist
- What it saves
- Nothing forgotten on day one, and no chasing paperwork by hand.
New clientIntake
- Intake form received
- Checked for missing details, client record created
- You review the scope
- Welcome email sent, shared folder ready
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Example solution
Client intake
A new client fills in one form. Missing details are flagged, a client record and folder are created, and a welcome email is drafted for you to approve.
- Works with
- Web or Microsoft Forms, SharePoint or Google Drive, Outlook, your CRM or a spreadsheet
- What it saves
- The same details typed once, and every new client set up the same way.
CustomerSample account
- Last orderOct 28
- Open quoteSent 8 days ago
- Next follow-upDraft ready for Nov 12
- NotesPrefers phone calls
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Example solution
Customer records and follow-up
Every customer in one place, with their history, open quotes and the next follow-up. The assistant drafts check-ins when a quote goes quiet, and you decide what gets sent.
- Works with
- Excel or a simple CRM, Outlook, your accounting app
- What it saves
- Fewer lost quotes, and anyone on the team can see where a customer stands.
This weekBookings
- Tue 10:00Consultation booked online
- Wed 9:30Reminder sent
- Thu 2:00Moved by customer, please confirm
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Example solution
Appointment scheduling
Customers book from your website into the real calendar, reminders go out automatically, and changes are sent to you to confirm.
- Works with
- Microsoft Bookings or similar, Outlook or Google Calendar, text or email reminders
- What it saves
- Less phone tag, fewer no-shows, and a calendar that stays accurate.
RequestsQueue
| Request | Priority | Assigned |
| Billing question | Normal | Office |
| Equipment fault | High | Field team |
| Change of address | Low | Office |
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Example solution
Service requests
Requests from email, phone notes or a web form land in one queue. The assistant sorts them by type and urgency and suggests who should take each one, and your team works from a single list.
- Works with
- Outlook, Microsoft Lists or a spreadsheet, Teams
- What it saves
- No request lost in someone’s inbox, and a clear view of what’s open.