Four AI workflow templates I use

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Most mornings used to start in calendar, inbox, and whatever fire was loudest. I built four AI-assisted templates for recurring work.

They help me prepare drafts; I review the output and approve anything outbound or irreversible.

Independent consultancy, with delivery partners when the work needs them.

Live templates

One brief for the morning and evening call preparation. Template

What shipped, hours, dollars avoided, and cycle time. Template

Hygiene work with gates before send, delete, or publish. Template

A report spine for relationship management and service delivery. Template

Each workflow prepares a draft for review. A person must approve any send, deletion, publication, or other irreversible action.

Explore more insights or talk with Monty.

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