The Kay & Co. resource library

AI & automation resources

Identify useful administrative workflows, test them carefully and keep people accountable for the outcome.

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50 resources

AI & saving time on admin

Reduce repetitive work, check AI suggestions and keep people in control of important decisions.

Inside this topicA practical first step towards less repetitive admin · Choose reliable sources for an internal AI assistant

The complete list

AI & automation resources

Showing 1–24 of 49 resources, ordered by title.

AI & saving time on admin Planning worksheet

Agree when automated meeting notes may be used

A team wants automated meeting notes without deciding which meetings or information the tool may process. Automated notes need an agreed purpose before…

AI & saving time on admin Planning worksheet

Agree which messages AI can help draft

Staff use an AI tool to draft routine communications but are unsure which content requires specialist review. Drafting assistance works better when everyone…

AI & saving time on admin Planning worksheet

Avoid creating several tasks for one enquiry

A website retries a submission and the automation creates several tasks for the same enquiry. Repeated submissions can create repeated calls and conflicting…

AI & saving time on admin Planning worksheet

Build onboarding around what a new starter needs

A new starter receives many welcome messages but essential access and equipment tasks remain incomplete. Welcome emails do not tell you whether a new…

AI & saving time on admin Planning worksheet

Check AI drafts for facts and promises

A polished draft includes a service claim that the organisation does not actually offer. Polished language can make an invented service promise harder to…

AI & saving time on admin Planning worksheet

Check automation delivers the result staff need

A monitoring screen says the automation is running while the receiving team sees no new tasks. A green running label may only show that the automation…

AI & saving time on admin Planning worksheet

Check new starters can do their essential tasks

A checklist is marked complete because accounts were created, but the new starter cannot perform the basic job tasks. An account can exist without allowing…

AI & saving time on admin Planning worksheet

Check report figures before they are emailed

A report sends automatically even though a changed source field has doubled one of its totals. Automatic distribution can spread an error quickly. Before a…

AI & saving time on admin Planning worksheet

Confirm meeting actions before assigning tasks

An automated summary assigns an action to someone who was merely mentioned during discussion. Being mentioned in a discussion is not the same as accepting a…

AI & saving time on admin Planning worksheet

Describe automation changes in business terms

A manager asks for a small automation change that unintentionally alters several connected workflows. A request that sounds small can affect connected teams…

AI & saving time on admin Planning worksheet

Give unclear enquiries a clear review route

An automated rule cannot classify a message and leaves it outside every team's queue. Some requests will not fit your categories. That does not make them…

AI & saving time on admin Planning worksheet

Grant the access that was actually approved

An automation interprets a manager's email as permission to grant every available system role. A general instruction to prepare for a starter should not…

AI & saving time on admin Planning worksheet

Keep automated task lists manageable

An automation creates more tasks than the team can review and older items disappear below new arrivals. A queue that grows faster than staff can review it…

AI & saving time on admin Planning worksheet

Keep important conditions in meeting summaries

A concise summary omits an important condition attached to a project decision. A short summary can change a decision by dropping its condition. Approval to…