Sharing How I Use AI for Company Work Automation
I'm writing this because I thought it might be useful even for non-developers. I'm on the planning/operations side, and these are the things I'm actually using right now.
1. Meeting notes
I transcribe the recording into text, then run it through a single summarization prompt. I've set it to output three chunks: "Decisions / Action Items / On Hold." This is the most useful. The 30 minutes I used to spend organizing after a meeting is down to 5.
2. Drafts for repetitive emails
For standardized emails to clients, I've set it up so they're generated by just inserting a template + variables. The time I used to spend polishing sentences has almost disappeared.
3. Asking about Excel functions/formulas
Surprisingly, this is what I use the most. If I just ask about complex conditional formatting or array formulas, it gives me an answer right away.
4. Summarizing competitor materials
I throw in several PDFs and tell it to make a comparison table. However, I always verify numbers against the original source. Once, it copied an incorrect figure as-is, and it almost caused a big problem.
One caution: don't trust the results as-is; always use them only as a "draft." In particular, numbers and proper nouns must always be verified. If you don't follow this, you'll end up spending even more time.
I'm curious how others are using it. If you have any tips, especially for document automation, please share.
3 answers
No. 3, the Excel formula one—I really relate lol. I always end up asking about array formulas too. 30 minutes searching vs. 30 seconds asking.
I write meeting minutes in a similar way, but I never thought of having it extract "pending items" too. We only split decisions/actions, so pending items kept getting buried and going unnoticed. I should try putting fixed categories into the prompt. But how do you handle speaker diarization? With long recordings, it often misattributes segments, so I end up having a human skim through it once.