AI at Work Playbook

โ˜… Popular workflows

The most common everyday AI workflows across every role.

๐Ÿ’ฌ Customer Support

๐Ÿ’ฐ Finance & Accounting

Analyze a spreadsheet of expenses๐Ÿ’ฐ Finance & AccountingChatGPTBeginnerโ˜… Popular
โฑ 1 hr per month (estimate, not measured)
Create formulas and highlight outliers in Excel๐Ÿ’ฐ Finance & AccountingMicrosoft 365 CopilotBeginnerโ˜… Popular
โฑ 30 min per sheet (estimate, not measured)
Build a month-end close checklist๐Ÿ’ฐ Finance & AccountingChatGPTBeginnerโ˜… Popular
โฑ 2-3 hrs one-off (estimate, not measured)
Reconcile bank statements to invoices with GPT and Sheets๐Ÿ’ฐ Finance & Accountingn8nIntermediateโ˜… Popular
โฑ 3-6 hrs per month (estimate, not measured)
Find unmatched items in an account reconciliation๐Ÿ’ฐ Finance & AccountingMicrosoft 365 CopilotIntermediateโ˜… Popular
โฑ 1-2 hrs per rec (estimate, not measured)
Extract invoices and receipts to Sheets with OCR๐Ÿ’ฐ Finance & Accountingn8nIntermediateโ˜… Popular
โฑ 2-5 hrs per week (estimate, not measured)
Chase overdue invoices with escalating AI reminders๐Ÿ’ฐ Finance & Accountingn8nIntermediateโ˜… Popular
โฑ 2-4 hrs per month (estimate, not measured)
Budget-vs-actual variance analysis in Excel๐Ÿ’ฐ Finance & AccountingMicrosoft 365 CopilotBeginnerโ˜… Popular
โฑ 1-2 hrs per month (estimate, not measured)
Check expense claims against your expense policy๐Ÿ’ฐ Finance & AccountingClaudeBeginnerโ˜… Popular
โฑ 1-3 hrs per month (estimate, not measured)
Get Excel formula help (XLOOKUP, SUMIFS, dates)๐Ÿ’ฐ Finance & AccountingMicrosoft 365 CopilotBeginnerโ˜… Popular
โฑ 15-30 min per task (estimate, not measured)
Draft board and management report commentary๐Ÿ’ฐ Finance & AccountingClaudeIntermediateโ˜… Popular
โฑ 2-3 hrs per month (estimate, not measured)

๐Ÿง‘โ€๐Ÿ’ผ HR

๐Ÿ› ๏ธ IT/Admin

๐Ÿ”Ž Internal Audit & SOX

๐Ÿ“ฃ Marketing

โš™๏ธ Operations

๐Ÿ“‹ Project Management

๐Ÿค Sales

โœ‰๏ธ One tested workflow a week

Practical AI workflows for your team. Placeholder signup, no provider connected yet.