Declutter and organize inbox folders

Flag and prioritize important messages

Create filters and rules to streamline communications

Respond to routine inquiries using templates

Unsubscribe from spam and newsletters

Manage client or customer communication

Draft professional email responses

Weekly or daily inbox summaries

Manage daily, weekly, and monthly schedules

Book appointments and send confirmations

Coordinate meetings across time zones

Set reminders for key events and deadlines

Block time for focused work or breaks

Reschedule or cancel appointments as needed

Schedule personal appointments (doctor, dentist, etc.)

Set up and maintain CRM systems (like HubSpot, HoneyBook, GoHighLevel, Dubsado, etc.)

Enter new leads and client details

Track communications and follow-ups

Create custom client workflows and pipelines

Set reminders for client check-ins or renewals

Prepare client onboarding, offboarding or proposal documents

Send client satisfaction surveys or review requests

Track sales metrics such as conversion rate, win rate, customer lifetime value, churn rate, etc.

Document formatting (Templates, PDFs, reports, etc.)

Create and update SOPs

Transcription and meeting notes

Research (tools, vendors, competitors, etc.)

Data entry and database cleanup

Organize digital files and folders (Google Drive, Dropbox, etc.)

Contract preparation and e-signature coordination

Draft, schedule, and publish posts

Design graphics using Canva

Research and use relevant hashtags

Engage with followers (comments, DMs, etc.)

Social media content calendar creation

Analytics reporting and engagement tracking

Repurpose content across platforms

Set up or refresh social media profiles

Invoice creation and delivery

Payment reminders

Track receipts and expenses

Reconcile transactions

Prepare basic financial reports

Coordinate with your bookkeeper or CPA

Track recurring subscriptions and tools

Create and manage task boards (ClickUp, Asana, Trello, etc.)

Set due dates and assign responsibilities

Track progress and update statuses

Break down big projects into manageable steps

Send reminders and follow-ups to team members

Weekly progress reports

Audit current systems and recommend improvements

Set up or clean up workflows and automations

Help choose and implement new tools (Calendly, Zapier, Slack, etc.)

Create digital checklists or templates

Document internal processes for scalability

Respond to customer inquiries via email or chat

Handle refund or reschedule requests

Follow up with leads or past clients

Prepare and send welcome packets or thank-you notes

Monitor and respond to reviews

Upload and manage product listings

Track orders and coordinate shipping

Manage inventory updates

Respond to customer inquiries

Set up discount codes or promotions

Create product descriptions or instructions

Format and schedule blog posts

Create email newsletters and campaigns

Draft copy for landing pages or sales pages

Research keywords or topics for SEO

Upload YouTube videos and write descriptions

Podcast episode formatting and upload

Collect testimonials and reviews

Draft and post job descriptions

Pre-screen applicants

Schedule interviews

Onboard new team members (welcome packet, access setup, etc.)

Track and maintain contractor agreements

Manage time tracking tools

Online shopping and returns

Research travel or accommodations

Book reservations or personal appointments

Reminders for birthdays, anniversaries, etc.

Holiday gift sourcing or mailing

Manage household service providers (cleaners, landscapers, etc.)

Troubleshoot basic software issues

Set up integrations between apps (e.g., Zapier automations)

Organize and maintain passwords using LastPass or 1Password

Update websites (via Squarespace, WordPress, etc.)

Set up forms, links, and landing pages