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.
Assistant ideas
24 possible jobs for an assistant.
- The Front Desk AnswererA good first pilot
- The File FinderORGANIZE FIRST
- The Quote ChaserCAREFUL REVIEW
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.
The Quote Chaser
Drafts the next nudge on a quote nobody has answered yet.
Get ready first
Meet this assistant
The current quote list, the message history, a written follow-up routine and one estimator who owns the list.
The File Finder
Finds the current copy of a file and shows where it came from.
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Meet this assistant
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.
The Front Desk Answerer
Drafts the everyday answers. Hours, directions, how to reach the office.
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Meet this assistant
A list of approved public answers, someone to keep that list current, a rule for what gets escalated and a front desk owner.
The Receipt Catcher
Rounds up receipts into a review queue, with the original attached.
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Meet this assistant
One receipt inbox, a naming routine, approved access and your bookkeeper as the owner.
The Schedule Keeper
Spots the missing address or the double booking before anyone commits.
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Meet this assistant
One calendar that is actually current, the availability rules, the scheduling steps and a scheduler who owns changes.
The Review Asker
Writes a plain request for honest feedback once the work is done.
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An approved list of finished work, each customer’s contact preference, a written policy on asking and a customer contact owner.
The New Hire Guide
Points a new colleague to the instructions that already exist.
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A staff welcome checklist, written access steps and an onboarding owner. Employee files stay somewhere else entirely.
The Inbox Sorter
Suggests a queue and an owner for each request that lands in the inbox.
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One approved inbox, routing rules, a clear line around private messages and a named queue owner.
The Follow-up Writer
Turns an approved next action into a draft message.
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A current contact list, a few approved example messages, the follow-up steps and a contact owner.
The Job File Builder
Pulls one job’s records into a packet and flags what is missing.
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Job identifiers, a packet checklist, version rules and a job owner.
The Handover Keeper
Writes the checklist for whoever covers while someone is away.
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Current procedures, a task list, who to call when it goes wrong, and a handover owner.
The Procedure Librarian
Looks up the written steps for a routine task and shows the source.
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Meet this assistant
Written procedures with a date and an owner on each, permissions, and a way to fix one when it is wrong.
The Meeting Action Clerk
Turns approved meeting notes into a draft action list.
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Meet this assistant
Approved notes, a simple action format, privacy rules and a meeting owner.
The Maintenance Intake Clerk
Gets a repair request complete before a person routes it.
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Meet this assistant
A request form, property identifiers, access rules, the urgent escalation steps and a maintenance owner.
The Appointment Prep Clerk
Checks the admin details on an appointment for the front desk.
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Access the practice has approved, an administrative checklist, privacy handling and a front desk owner.
The Referral Record Clerk
Flags the admin documents missing from a referral packet.
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A practice-approved document list, restricted access, written handling rules and an authorized owner.
The Volunteer Shift Keeper
Builds the shift list and shows the coordinator the gaps.
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Approved availability, role descriptions, each volunteer’s contact preference and a volunteer coordinator.
The Donor Thank-you Writer
Drafts a thank-you from donation details someone has already reviewed.
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Reviewed donation records, approved wording, privacy rules and a development owner.
The Grant Deadline Keeper
Keeps the grant dates and checklist gaps in front of the right person.
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The funder’s current instructions, a grant calendar, a document checklist and a grant owner.
The Stock Lookup Clerk
Finds the recorded stock answer and says how fresh it is.
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Item codes everyone uses the same way, pack sizes, a current stock source, lookup steps and a warehouse owner.
The Order Entry Checker
Compares a draft order with the customer’s original and flags the differences.
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Item mappings, the source orders, written entry rules and an order desk owner.
The Supplier Chaser
Drafts the nudge when a supplier has gone quiet.
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Current supplier contacts, the open order references, follow-up rules and a purchasing owner.
The Return Packet Clerk
Gathers the return details for the person who decides.
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Return instructions, the source order records, attachment rules and a returns owner.
The Supply List Keeper
Turns a pile of supply requests into one draft list.
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Meet this assistant
An agreed supply list, names for the shelves, a way to ask, and an office supply owner.
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.