Personal Workflows I’ve Found Useful

These are simple workflows I have personally used and found genuinely useful.

• pull all my raw transaction data from my

• Turn rough notes, transcripts, or brain dumps into a clean summary with action items

• Rewrite emails, proposals, or docs to be clearer, shorter, and more direct

• Research a company or person before a meeting and pull out the few things that matter most

• Compare several sources or options and produce a short recommendation with tradeoffs

• Turn a messy task into a step-by-step checklist or SOP

• Draft a first version of a training outline, workshop plan, or presentation structure

• Summarize long threads, documents, or meeting notes before deciding what to do next

• Turn raw data, exports, or status updates into a client-friendly recap

• Break a larger project into smaller next actions with clear sequencing

• Generate a first pass on code, scripts, or internal tools for repeated tasks, then refine by hand

The common pattern is simple: use AI to reduce setup, cleanup, summarization, and formatting work so more time goes to judgment and decisions.