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Volunteer Construction - AI Assistant & Automation Priorities
This should take about 7 to 10 minutes. It will help define the right AI work without mixing it into the operations intake. Best estimates are fine. Do not include passwords, API keys, or access details.
What should AI help with first?
Which outcomes would make an AI assistant useful right away? Select up to three.
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Draft professional emails and follow-ups
Prepare estimates and scopes
Give me a daily priorities brief
Find job or project information quickly
Spot budget, schedule, or receipt risks
Turn meetings or notes into action items
Answer marketing or Hibu performance questions
Describe the one daily or weekly task you most want the assistant to take off your plate.
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Which systems should it eventually be able to read from?
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JobTread
QuickBooks
Email and calendar
Hibu or marketing platforms
Files and documents
Meetings and notes
Other
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