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Practice mgmt

How can you use AI to find tasks on your daily to-do list that it could take off your plate?

45:25From the June 2 call · Beginner Lab: Claude Basics, Custom GPTs, and Practice Wins

One member's habit is to look at their daily task list each morning and ask Claude what it could lift off the list or what they aren't thinking of that AI could handle for them. They described this as a new way of thinking that isn't natural for accountants, since the default is to assume tasks require manual work. As an example, they mentioned converting a spreadsheet used to help decide which clients to fire into an interactive HTML tool that was more user-friendly than the spreadsheet.

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