Because work is
enough work already.
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Because work is enough work already.

Assistant Match

Who would you give that job to?

Six quick questions. Three assistant ideas. A person stays in charge.

The Assistant Match is a free tool. It picks three AI assistant ideas for your office from a catalog of 24. No email needed. Your answers stay in this tab and clear when you reload. Not sure is a perfectly good answer.

The catalog

Assistant ideas

24 possible jobs for an assistant.

Each one says what to organize first and who checks the work.

The assistant catalog

Browse the jobs below or answer the questions to find a shortlist.

  1. The Quote Chaser

    Drafts the next nudge on a quote nobody has answered yet.

    Get ready first
    The current quote list, the message history, a written follow-up routine and one estimator who owns the list.

    Meet this assistant
  2. The File Finder

    Finds the current copy of a file and shows where it came from.

    Get ready first
    Named folders, a rule for what counts as current, who can see what, and an owner who can say which copy is the real one.

    Meet this assistant
  3. The Front Desk Answerer

    Drafts the everyday answers. Hours, directions, how to reach the office.

    Get ready first
    A list of approved public answers, someone to keep that list current, a rule for what gets escalated and a front desk owner.

    Meet this assistant
  4. The Receipt Catcher

    Rounds up receipts into a review queue, with the original attached.

    Get ready first
    One receipt inbox, a naming routine, approved access and your bookkeeper as the owner.

    Meet this assistant
  5. The Schedule Keeper

    Spots the missing address or the double booking before anyone commits.

    Get ready first
    One calendar that is actually current, the availability rules, the scheduling steps and a scheduler who owns changes.

    Meet this assistant
  6. The Review Asker

    Writes a plain request for honest feedback once the work is done.

    Get ready first
    An approved list of finished work, each customer’s contact preference, a written policy on asking and a customer contact owner.

    Meet this assistant
  7. The New Hire Guide

    Points a new colleague to the instructions that already exist.

    Get ready first
    A staff welcome checklist, written access steps and an onboarding owner. Employee files stay somewhere else entirely.

    Meet this assistant
  8. The Inbox Sorter

    Suggests a queue and an owner for each request that lands in the inbox.

    Get ready first
    One approved inbox, routing rules, a clear line around private messages and a named queue owner.

    Meet this assistant
  9. The Follow-up Writer

    Turns an approved next action into a draft message.

    Get ready first
    A current contact list, a few approved example messages, the follow-up steps and a contact owner.

    Meet this assistant
  10. The Job File Builder

    Pulls one job’s records into a packet and flags what is missing.

    Get ready first
    Job identifiers, a packet checklist, version rules and a job owner.

    Meet this assistant
  11. The Handover Keeper

    Writes the checklist for whoever covers while someone is away.

    Get ready first
    Current procedures, a task list, who to call when it goes wrong, and a handover owner.

    Meet this assistant
  12. The Procedure Librarian

    Looks up the written steps for a routine task and shows the source.

    Get ready first
    Written procedures with a date and an owner on each, permissions, and a way to fix one when it is wrong.

    Meet this assistant
  13. The Meeting Action Clerk

    Turns approved meeting notes into a draft action list.

    Get ready first
    Approved notes, a simple action format, privacy rules and a meeting owner.

    Meet this assistant
  14. The Maintenance Intake Clerk

    Gets a repair request complete before a person routes it.

    Get ready first
    A request form, property identifiers, access rules, the urgent escalation steps and a maintenance owner.

    Meet this assistant
  15. The Appointment Prep Clerk

    Checks the admin details on an appointment for the front desk.

    Get ready first
    Access the practice has approved, an administrative checklist, privacy handling and a front desk owner.

    Meet this assistant
  16. The Referral Record Clerk

    Flags the admin documents missing from a referral packet.

    Get ready first
    A practice-approved document list, restricted access, written handling rules and an authorized owner.

    Meet this assistant
  17. The Volunteer Shift Keeper

    Builds the shift list and shows the coordinator the gaps.

    Get ready first
    Approved availability, role descriptions, each volunteer’s contact preference and a volunteer coordinator.

    Meet this assistant
  18. The Donor Thank-you Writer

    Drafts a thank-you from donation details someone has already reviewed.

    Get ready first
    Reviewed donation records, approved wording, privacy rules and a development owner.

    Meet this assistant
  19. The Grant Deadline Keeper

    Keeps the grant dates and checklist gaps in front of the right person.

    Get ready first
    The funder’s current instructions, a grant calendar, a document checklist and a grant owner.

    Meet this assistant
  20. The Stock Lookup Clerk

    Finds the recorded stock answer and says how fresh it is.

    Get ready first
    Item codes everyone uses the same way, pack sizes, a current stock source, lookup steps and a warehouse owner.

    Meet this assistant
  21. The Order Entry Checker

    Compares a draft order with the customer’s original and flags the differences.

    Get ready first
    Item mappings, the source orders, written entry rules and an order desk owner.

    Meet this assistant
  22. The Supplier Chaser

    Drafts the nudge when a supplier has gone quiet.

    Get ready first
    Current supplier contacts, the open order references, follow-up rules and a purchasing owner.

    Meet this assistant
  23. The Return Packet Clerk

    Gathers the return details for the person who decides.

    Get ready first
    Return instructions, the source order records, attachment rules and a returns owner.

    Meet this assistant
  24. The Supply List Keeper

    Turns a pile of supply requests into one draft list.

    Get ready first
    An agreed supply list, names for the shelves, a way to ask, and an office supply owner.

    Meet this assistant

A match is a place to start.

A good first pilot is a small idea worth a conversation once the information and a reviewer exist. ORGANIZE FIRST means start there. CAREFUL REVIEW means the work is sensitive and gets extra checks. We have not seen your systems, so treat the tags as a starting point.

Get It Together, Denver does the organizing, in person, in Denver. Innovation Theory builds the AI and automation, and that conversation can happen wherever your office is.

Rather talk it through?

Call (303) 900-8931 or send a text. Tell us what’s piling up. That’s enough to start.