50 tasks you can hand to AI agents this week
Every one of these is something a small business team does on a computer, every week, that an AI agent can do or draft today with the right setup and someone checking the work. Read the list here, or grab the printable PDF.
Enter your email and the PDF opens right away. Or just scroll: the whole list is right here.
How to use this list
Read it with a pen. Check every task your team does at least once a week. Then circle the three that eat the most hours. Those three are your first month.
A note on "do or draft": some of these an agent can finish on its own once it's set up (sorting email, sending reminders, moving data between apps). Others it drafts and a person approves (proposals, review replies, anything a customer reads). Both save real time. Neither works well without someone checking the output, which is the part most people skip.
Sales and lead follow-up (1 to 10)
Speed and consistency win here. Most small businesses don't lose leads to competitors. They lose them to slow replies and forgotten follow-ups. More on that in AI lead follow-up.
- Reply to every new web form or inquiry within five minutes, day or night.
- Send a follow-up sequence to leads who haven't answered.
- Log every email and call in the CRM without retyping.
- Score new leads by fit and urgency so the best ones get called first.
- Draft quotes and proposals from your template and your notes.
- Turn a sales call recording into notes, next steps and a follow-up email.
- Build a prospect list for a new service area or industry.
- Look up and add missing emails, phone numbers and websites to a lead list.
- Remind your team about deals that haven't moved in two weeks.
- Send a "still interested?" email to old leads every quarter.
Customers and service (11 to 18)
The goal isn't to put a robot between you and your customers. It's to make sure nobody waits, nothing slips, and your people spend their time on the conversations that need a human. Number 17 is the one you can try right now.
- Draft answers to the questions customers ask most.
- Send appointment reminders and handle reschedules.
- Ask for a review after every finished job.
- Route unhappy replies to the owner before they turn into public reviews.
- Send a welcome sequence and collect intake forms for new clients.
- Summarize long customer email threads for whoever picks them up.
- Answer after-hours calls and book callbacks (like the agent on my number).
- Send check-in messages to past customers at the right time of year.
Admin and finance (19 to 28)
This is where the copy-and-paste hours hide. Agents prepare and draft, and the money decisions stay with you and your bookkeeper. See business process automation for how the connections work.
- Build and send invoices from completed jobs or timesheets.
- Chase late payments with friendly, escalating reminders.
- Pull a weekly list of who owes what.
- Read receipts and bills and enter them for your bookkeeper.
- Move data between your apps so nobody copies and pastes.
- Sort, label and file incoming email and attachments.
- Turn emailed requests into tasks with an owner and a due date.
- Rename and organize shared drive files into a sane folder system.
- Fill out repetitive forms and applications from information you already have.
- Compare vendor quotes and summarize the differences.
Marketing (29 to 38)
Agents produce the volume, and you keep the voice. Everything public gets reviewed before it goes out. More in AI content production and Can AI write my marketing without sounding like a robot?
- Draft a month of social media posts in your voice.
- Write blog posts built around what your customers search for.
- Write and schedule a monthly email newsletter.
- Make text and page updates to your website.
- Keep your Google Business Profile current and post updates to it.
- Reply to Google reviews (with your sign-off).
- Pull ad, website and social numbers into one weekly summary.
- Write landing pages for a new service or promotion.
- Repurpose one video or blog into posts, emails and a short script.
- Check what competitors are advertising and charging.
Operations, team and reporting (39 to 50)
The quiet backbone of the business. Written processes, weekly numbers and clean data make every other task on this list work better. See AI SOPs and training and reporting and dashboards.
- Write SOPs from a voice memo or a screen recording.
- Turn binders and PDFs into searchable training modules.
- Answer staff "how do I..." questions from your own SOPs.
- Build a one-page weekly report for the owner.
- Track recurring deadlines (licenses, renewals, filings) and send reminders.
- Draft job postings and screen applications against your criteria.
- Prepare an agenda and notes for your weekly team meeting.
- Summarize meeting recordings into decisions and action items.
- Research a tool, vendor or software switch and recommend one.
- Clean up and de-duplicate your contact lists and spreadsheets.
- Build a simple internal tool (tracker, estimator, checklist) when off-the-shelf doesn't fit.
- Audit your software subscriptions and flag the ones you don't use.
What's not on the list
Anything physical, anything that moves money without a person approving it, and anything that needs a licensed professional's sign-off. AI agents are very good at the computer work around those jobs (the scheduling, the paperwork, the follow-up). The job itself stays with your people.
Wondering which of these fits your business best? What can AI actually automate in a small business? walks through it by industry.
Count how many of these your team does.
If it's more than ten, you have a list. Book a call and bring your top three, or let the Task Audit turn them into hours, dollars and a first-month plan in three minutes.