Find past work. Prepare for clients. Spot what needs attention. Explore ten ways AI could help with your own working day.
These are examples to discuss, not customer results. Start with a small set of approved files; connected systems and ongoing automation need separate scope.
For your own work
Manually run tasks using a small set of approved files.
Consultants & researchers
Use what you already know.
Find the right example across your past projects, notes and reports.
CodexClaude
BRING
Selected past work and reference files
WORK TOWARDS
Relevant examples, with links to the originals
What to check & what’s included
Check that each example fits the new task.
Start with a small, approved collection of files.
Consultants & business owners
Show up prepared.
Bring the client background, open promises and questions together before a call.
CodexClaude
BRING
Previous meeting notes and client updates
WORK TOWARDS
A one-page brief with decisions, open actions and questions
What to check & what’s included
Confirm dates and separate facts from assumptions.
Start with selected files. Email and calendar connections are scoped separately.
Consultants & freelancers
Finish the call. Start with a proposal.
Turn the conversation into a draft that reflects your services and approach.
ClaudeChatGPT
BRING
A call transcript, service list and past proposal
WORK TOWARDS
A tailored draft with deliverables, assumptions and next steps
What to check & what’s included
You approve scope, fees and promises before sharing.
Use an existing document template; custom proposal software is separate.
Consultants & business owners
One idea. A week of useful content.
Turn your expertise into posts and a newsletter that sound like you.
ClaudeChatGPT
BRING
A voice-note transcript, article or webinar
WORK TOWARDS
Three post drafts, a newsletter and a visual brief
What to check & what’s included
Check facts, tone and permissions before publishing.
Start with your own material and writing samples. Publishing is your choice.
Academics & advisers
Find the answer. See the evidence.
Compare sources without losing sight of where each finding came from.
NotebookLMClaude
BRING
Selected papers, reports or supplier documents
WORK TOWARDS
A comparison of findings, disagreements and unanswered questions
What to check & what’s included
Verify claims and references against the original sources.
Work with permitted sources and follow your institution’s rules.
For your business processes
Start with one process. Connections, automation and participating users are agreed in your proposal.
Business owners & marketers
Spot your next opportunity.
Discover what customers keep asking for—and what stops them buying.
CodexChatGPT
BRING
A batch of enquiries, reviews or comments
WORK TOWARDS
Recurring questions, objections and ideas backed by customer examples
What to check & what’s included
Check the examples and avoid treating a small sample as the whole market.
Start with an approved export. Live data collection needs separate scope.
Owners & managers
Know what needs attention.
Get a short view of upcoming meetings, unanswered requests and overdue work.
CodexCopilot
BRING
Your approved calendar, task list and updates
WORK TOWARDS
A daily brief with three suggested priorities
What to check & what’s included
Check urgency and decide what comes first.
A manual brief is a starting point. Connected or scheduled monitoring is quoted separately.
Sole traders & business owners
Get your monthly admin in order.
Turn statement exports into a spending tracker with items to check.
CodexClaude
BRING
Approved statement exports
WORK TOWARDS
A categorised spreadsheet with possible duplicates and recurring costs
What to check & what’s included
Check totals and uncertain categories before using it for bookkeeping.
Bookkeeping preparation only. Bank connections and accounting advice are not included.
Service-business owners
Keep good enquiries from going cold.
See who is waiting and prepare a helpful follow-up in your voice.
ClaudeChatGPT
BRING
An approved list of open enquiries
WORK TOWARDS
A review queue and personalised follow-up drafts
What to check & what’s included
Confirm the recipient, details and timing before sending.
Start with a selected list. Inbox monitoring and automatic sending need separate scope.
Owners & managers
Explain it once. Make it repeatable.
Turn the way you do a task into a guide someone else can follow.
ClaudeCodex
BRING
A walkthrough transcript and selected screenshots
WORK TOWARDS
A clear checklist, illustrated guide and common questions
What to check & what’s included
Have someone unfamiliar with the task try the instructions.
One procedure is a useful start. Team training and shared systems are quoted separately.
AI prepares a starting point. You decide what is good enough.
We build a review step into each workflow. We don't promise automatic accuracy or publish invented time savings.
A GOOD PLACE TO START
Bring one real task. Let's make it easier to do again.
A report. A proposal. The emails you keep rewriting. Tell us what takes your time. We'll start there.