Sheryl runs the moving parts — minutes, surveys, instructor logistics — and she felt the pain of AI first-hand, watching Co-Pilot's minutes come out differently every time. An assistant with memory fixes exactly that, and gives her time back for the clients and coordination only she can do.
The same logged work, sorted into what stays a human decision and what an assistant can carry.
Drawn directly from Sheryl's logged activity — and exactly how the assistant would take each one on.
| Task (from her log) | Time | The assistant's move |
|---|---|---|
| Ops meeting minutes — Co-Pilot draft, refine, file, email AI | 20m | Reliable minutes with memory of format and attendees → an auto-generated action list, filed and distributed. The exact inconsistency she raised on the call — fixed. |
| Build an Actions List in MS Lists AI | 1h20 | Generated straight from the minutes — no manually creating headings and fields first. |
| Lockheed Martin survey + 30/90-day follow-ups AI | 2h00 | A reusable survey template plus automated follow-up scheduling — templated once, reused every cycle. |
| Book Redlands & Sound Transit hotels · travel emails AI | 2h00 | Agent-assisted booking and drafted travel emails from the booking details; the card authorization stays a human step. |
| Logistics emails & the Kingsbury logistics form AI | 1h30 | Templatable logistics emails, and the very Word form the live dashboard demo was built from. |
| Pricing spreadsheet · Inbox cleanup AI | 2h10 | The sheet generated from defined pricing rules; the inbox handled by the Outlook triage agent the team asked about. |
| Relationship calls & team meetings Human | ~2h15 | Stays human — the assistant preps the agenda and writes up the follow-up. |
About seven in ten of Sheryl's logged hours touch work an assistant can carry — and the three biggest are the exact ones she and the team named on the call.
Reliable minutes with memory of your format and attendees, an auto-built action list, filed and sent — consistent every time.
Reusable survey templates and automated 30/90-day follow-up, so the Lockheed cycle stops being rebuilt by hand.
The Word logistics form and Excel tracker become a live status board in one prompt.
Hotels, travel and materials drafted and coordinated from the details you already have.
The minutes pipeline is the lowest-risk place to start: it touches no financial or client-confidential data, and Sheryl described — unprompted — exactly what's broken.