A job your AI assistant can take.

Set up Quote follow-up on Sails. Hang onto this quote, send it, and tell me Monday if they signed. Use Files, Mail, Jobs, Records. Ask me anything you need before you start.

Set up Monday briefing on Sails. Every Monday, tell me what is overdue, who went quiet, and what is due this week. Use Jobs, Mail, Slack, Records. Ask me anything you need before you start.

Set up Stale follow-up on Sails. Follow up with anyone who went quiet, send it or hold it for me, and put it on the board. Use Mail, Records, Jobs. Ask me anything you need before you start.

Set up Intake form on Sails. Put up a form for new work and keep every response on the board with a next step. Use Sites, Records, Mail. Ask me anything you need before you start.

Set up Jobs board on Sails. Keep a board of the jobs. Waiting, scheduled, done. Update it when mail comes in. Use Records, Mail, Files. Ask me anything you need before you start.

Set up Friday update on Sails. Every Friday, write the client update from the files and the board, and send it. Use Files, Records, Mail, Sites, Jobs. Ask me anything you need before you start.

Set up Client page on Sails. Make a page for this client with the files, the status, and the open questions. Use Sites, Files, Records. Ask me anything you need before you start.

Set up Invoice follow-up on Sails. Check unpaid invoices every weekday and follow up on anything past 30 days. Use Records, Mail, Jobs. Ask me anything you need before you start.

Set up Slack lookup on Sails. Sit in the channel. When someone asks if we still have it, find the file and answer. Use Slack, Files. Ask me anything you need before you start.

Set up Renewal tracker on Sails. Review renewals every Monday and flag anything in the next 90 days. Use Records, Jobs, Mail. Ask me anything you need before you start.

Set up Team handoff on Sails. Put this where the rest of the team can open it. I should not have to forward the chat. Use People, Files, Records. Ask me anything you need before you start.

Set up After-hours intake on Sails. If someone fills the form after hours, have the record and a draft reply ready in the morning. Use Sites, Records, Jobs, Mail. Ask me anything you need before you start.

Set up New-lead reply on Sails. When a new lead comes in, send the first reply and put them on the board. Use Mail, Records, Sites, Jobs. Ask me anything you need before you start.

Set up Meeting prep on Sails. Before this call, pull the last quote, the notes, and what is still open. Use Files, Records, Mail. Ask me anything you need before you start.

Set up Bid tracker on Sails. Keep a board of the bids. Tell me which ones are waiting and which went quiet. Use Records, Files, Mail. Ask me anything you need before you start.

Set up Change order on Sails. Write this change order, send it, and mark it waiting until they say yes. Use Files, Mail, Records, Sites. Ask me anything you need before you start.

Set up Approval request on Sails. Send this for approval, catch the yes, and file the decision. Use Mail, Files, Records, Sites. Ask me anything you need before you start.

Set up Review request on Sails. When a job is done, ask for a review and note that we asked. Use Mail, Records, Jobs. Ask me anything you need before you start.

Set up Site recap on Sails. Turn these visit notes into a recap, send it, and keep it on the job. Use Files, Mail, Records. Ask me anything you need before you start.

Set up Appointment reminder on Sails. Every afternoon, remind tomorrow's appointments and mark that we sent it. Use Jobs, Mail, Records. Ask me anything you need before you start.

Set up Job packet on Sails. The night before a job, put the address, files, and notes in one packet. Use Files, Records, People, Jobs. Ask me anything you need before you start.

Set up Daily close-out on Sails. At the end of the day, tell us what shipped, what slipped, and what is first tomorrow. Use Records, Mail, Slack, Jobs. Ask me anything you need before you start.

Set up Inbox triage on Sails. Every morning, sort the inbox, draft the easy replies, and flag what needs me. Use Mail, Records, Jobs. Ask me anything you need before you start.

Set up Callback list on Sails. Keep the callback list and tell me each morning who is still waiting. Use Records, Mail, Jobs. Ask me anything you need before you start.

Set up Deposit reminder on Sails. Check for missing deposits and follow up on anything that has not come in. Use Records, Mail, Jobs. Ask me anything you need before you start.

Set up Paid invoice on Sails. When a payment comes in, mark it paid and start the next step. Use Records, Mail, Jobs. Ask me anything you need before you start.

Set up End-of-day notes on Sails. At the end of the day, write what happened and leave it for whoever opens it tomorrow. Use Files, People, Slack, Jobs. Ask me anything you need before you start.

Set up Who is on what on Sails. Keep a board of who is on what, and update it when the work moves. Use Records, People, Slack. Ask me anything you need before you start.

Set up Price request on Sails. When someone asks how much, write the number, send it, and put it on the board. Use Files, Mail, Records. Ask me anything you need before you start.

Set up Ghosted estimate on Sails. Find estimates that went quiet and follow up, or hold the send for me. Use Mail, Records, Jobs. Ask me anything you need before you start.

Set up No-show follow-up on Sails. When someone no-shows, mark it, send a follow-up, and offer a new time. Use Mail, Records, Jobs. Ask me anything you need before you start.

Set up Walkthrough recap on Sails. Turn these walkthrough notes into a recap, send it, and keep it on the job. Use Files, Mail, Records. Ask me anything you need before you start.

Set up Status again on Sails. When a client asks for status, answer from the board and the files, and send it. Use Records, Files, Mail. Ask me anything you need before you start.

Set up Send it again on Sails. When someone says they never got it, find the file and send it again. Use Files, Mail, Slack. Ask me anything you need before you start.

Set up Running late on Sails. Send a running-late note with a new time and log it on the job. Use Mail, Slack, Records. Ask me anything you need before you start.

Set up Delay notice on Sails. When a job slips, tell the client, and update the board. Use Mail, Records, Files. Ask me anything you need before you start.

Set up Punch list on Sails. Keep a punch list on the job, share it, and mark items done as we finish them. Use Records, Files, Sites. Ask me anything you need before you start.

Set up Thank-you note on Sails. After a job closes, send a thank-you, or hold it for me. Use Mail, Records, Jobs. Ask me anything you need before you start.

Set up Voicemail dump on Sails. Turn these voicemails into a list with a next step, and flag what needs me. Use Records, Mail, Jobs. Ask me anything you need before you start.

Set up Who called on Sails. Log who called, what they needed, and the next step, so I do not hear about it later. Use Records, Slack, Mail. Ask me anything you need before you start.

Set up Saturday inquiry on Sails. Catch weekend inquiries, put them on the board, and have a Monday reply ready. Use Mail, Records, Jobs, Sites. Ask me anything you need before you start.

Set up Weather delay on Sails. When weather kills the day, tell the clients and move the jobs on the board. Use Mail, Records, Jobs, Slack. Ask me anything you need before you start.

Set up Parts on order on Sails. Watch parts on order, tell the client when something changes, and flag me when it arrives. Use Records, Mail, Jobs. Ask me anything you need before you start.

Set up Cert of insurance on Sails. When someone asks for a cert of insurance, find it, send it, and keep a copy on the job. Use Files, Mail, Records. Ask me anything you need before you start.

Set up W-9 request on Sails. When someone asks for a W-9, find it, send it, and note who got it. Use Files, Mail, Records. Ask me anything you need before you start.

Set up Partial payment on Sails. When a partial payment lands, record it, show what is left, and draft the remainder note. Use Records, Mail, Jobs. Ask me anything you need before you start.

Set up Tell the team on Sails. When the plan changes, write it down, tell the team, and put it where they can open it. Use Slack, Files, People, Records. Ask me anything you need before you start.

Set up Sick-day cover on Sails. When someone calls out, reshuffle the jobs and tell anyone whose time changed. Use Records, People, Mail, Slack. Ask me anything you need before you start.