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25 workflows your company can improve with AI this month.
Use this checklist to spot practical AI opportunities before you invest in tools, automations, or training. Score each workflow by impact, ease, and risk.
Leadership
- Meeting notes into action plans
- Board/executive summaries
- Decision briefs
- Competitor scans
Operations
- SOP drafting
- Process checklists
- Vendor comparison
- Internal FAQ answers
Sales
- Lead qualification
- Follow-up emails
- Proposal outlines
- Call recap summaries
Marketing
- Content repurposing
- Campaign briefs
- Social post drafts
- Newsletter outlines
Admin + Client Service
- Inbox triage
- Client response templates
- Onboarding checklists
- Documentation cleanup
How to score each workflow
Give each workflow a 1–5 score for impact, ease, and risk. Start with high-impact, low-risk work that employees already understand. That is where Company AI Day creates the fastest win.
Impact: time saved or revenue unlocked
Ease: simple enough to test quickly
Risk: safe to use with human review