THE UNSEXY LIST
Free, no emailWhat to get your AI doing first.
The AI everyone posts about is the AI that looks good on camera. A chatbot answering your DMs, five carousels a day, a tool that writes your captions. The work that moves a business looks like chasing invoices and writing up meetings, so nobody films it.
Every job below runs in my own companies. More than fifteen routines like these run across the agency and my ventures every day.
None of this needs you to write code.

The ten jobs, in order.
- LEVEL TWO
Write your SOPs, prices and process down.
Every AI you open starts from nothing until your business exists as files it can read: what you sell, what it costs, who buys it and how the work gets done.
- Replaces
- Explaining your business again at the start of every conversation, and getting a generic answer anyway.
- What I run
- A folder of plain files that every tool I use reads before it does anything else. It is the reason the other nine work at all.
The Vault Prompt builds this one for you in a single sitting.
- LEVEL FOUR
Chase the invoices nobody is chasing.
Something that reads your invoice list every week and tells you who owes you money and how long they have owed it.
- Replaces
- Finding out at month end, and only when somebody remembers to look.
- What I run
- Every Monday morning a check runs across the live finance sheet, reports outstanding invoices by client and by age, and messages me the ones that have gone past terms.
- LEVEL FOUR
Track your cash without waiting for your accountant.
How many months you can keep paying everybody, answered on a schedule instead of during a panic.
- Replaces
- Waiting for your accountant to close the month before you know where you stand.
- What I run
- A dashboard that rebuilds itself from the ledger every weekday, a cash and runway check on the 15th, and a full monthly close on the 1st across three sets of books.
- LEVEL FOUR
Stop writing up your own meetings.
The recording becomes the notes, the notes become the tasks, and the tasks go into the place the work already lives.
- Replaces
- The write-up you keep meaning to do, and the action items nobody wrote down.
- What I run
- Recordings sync into my notes every night and a digest reads the new ones, files each against the right client and proposes the tasks. It proposes and I confirm. Nothing gets created behind my back.
- LEVEL FIVE
Put every job on one screen.
Every job, who owns it, what stage it is at and who it is waiting on, on one screen.
- Replaces
- Work living in chat threads, where nothing has a status and everything gets asked twice.
- What I run
- Two operating systems I built, one for the agency's production work and one for my own week. Most of the other jobs on this list write into them.
- LEVEL FOUR
Get told when your ad numbers move.
Something that reads your ad accounts every week and only speaks up when a number has moved.
- Replaces
- A weekly report nobody opens, or no check at all until the month comes in wrong.
- What I run
- A Monday pulse across the client ad accounts I watch, comparing the last complete month against the one before it, which messages me only about new problems or ones that have gone unfixed too long.
- LEVEL THREE
Research your competitors without doing the reading.
Finding out what your competitors are doing, what is working in your category and where the gap is, on the day you need it rather than never.
- Replaces
- Guessing, or paying for a report that arrives after you have already decided.
- What I run
- A set of tools that read competitor ads, public video performance and any page on the web, and hand back the comparison instead of the raw pile.
- LEVEL FOUR
Never start writing from a blank page.
The writing you do every week, taken to a first draft on a schedule, written into the place it gets published.
- Replaces
- Sitting down to a blank page twice a week.
- What I run
- Two mornings a week a draft is written straight into the live site and checked that it builds, then sent to me to review. It never publishes on its own.
- LEVEL FOUR
Find out the day an automation breaks.
Something that tests your own routines every morning and tells you the day one of them stops running.
- Replaces
- Finding out weeks later that the routine you had been relying on quietly stopped.
- What I run
- A self-test at 7am across every connection and script. It stays quiet while everything is healthy and messages me the moment something is not.
- LEVEL FIVE
Have your AI review its own work.
A standing review that reads how the work went and writes you the list of fixes.
- Replaces
- The same mistake happening again because nobody wrote down that it happened the first time.
- What I run
- Twice a week the system reads its own transcripts and sends me a list of proposed improvements to sign off. Small ones apply themselves and anything structural waits for me.
WHERE TO START
Where to start.
Do number one first. Everything else on this list sits on top of those files, and skipping them is why people end up with automations that break the first time the business changes.
After that, take the job costing you the most money right now rather than the one that sounds the most interesting. For most owners that is number two, because it is the only job on this list that brings money in instead of saving time.

THE FIVE LEVELS
The five levels.
The tag on each job is one of the five levels of an AI operating system. Levels three and four are the jobs and the routines. Level five is where they all report into one place you own. You cannot buy your way to level five, which is why this list starts at level two.
Find your levelNumber one is the whole job of the Vault Prompt, which is free and needs no email either.

