Back to all guides
Founder NotesOctober 24, 2026•6 min read

10 Ways I Used an AI Assistant to Build My Business

Ten examples from my work with Nancy: organizing priorities, preparing follow-ups, revising presentations and checking what actually got finished.

Business Boomer artwork showing a business owner and connected customer follow-up workflows.

“What do I have to do next?”

I have asked Nancy, my AI assistant, that question more than once. I run AI Business Boomer alongside several other projects, and there is usually plenty of work to choose from. The useful answer tells me what I can actually move forward now.

That is one of the ways I have been putting AI to work in my business. Others include preparing client follow-ups, creating presentations, revising briefs, and working through email. Some results were good straight away. Others needed specific feedback.

Here are ten examples from the work itself.

1. Getting my priorities into Linear

I use Linear to organize work across projects. Nancy has helped me sort priorities and cycles so I can see what needs attention.

The repeated question, “What do I have to do next?”, is a useful test of that setup. If the answer requires another long conversation to work out which tasks are ready, the list needs more work.

I want to open it and find something I can act on: review a draft, make a decision, or give someone direction.

2. Keeping unfinished agent work out of my review queue

I gave Nancy a specific correction: remove agent-owned tasks from my review cycle until they are ready for me.

There was no reason for work she was still doing to sit alongside something waiting for my decision. It made the queue harder to use.

That was a small but important change in how I wanted us to work together. Keep preparing the work. Bring it back when there is something for me to review, or when a question genuinely needs my answer.

3. Helping me delegate to an intern

I have also used Nancy to help assign work to an intern, including work around presentations.

This brings AI into a collaboration between people. I still have to explain what I want, the intern needs a clear assignment, and the result needs a review.

The useful role for Nancy is helping organize that handoff: what needs to be produced, what information goes with it, and what comes back to me. A loose idea becomes easier to work on when the next step is concrete.

4. Pulling action items out of client meetings

I used Nancy to summarize meeting transcripts and pull together action items.

A transcript can hold the whole conversation, including the ideas we explored and the things we actually agreed to do. I need a shorter version I can use afterward.

That means identifying the decisions, the open questions, and the next steps. It gives me something to review while the work is still connected to the discussion, rather than another long document to read from the beginning.

5. Preparing recaps and the next agenda

Nancy helped turn meeting material into recap emails and agendas. Some client recaps were sent.

I like the connection between those two pieces of work. The recap records where a conversation landed. The next agenda picks up what still needs attention.

A good recap should make it easy for the client to recognize the discussion and see what follows. A useful agenda should help us get back to the unanswered questions without starting the whole conversation again.

6. Resolving calendar overlaps

I also used Nancy to help resolve overlapping calendar commitments, and the resulting calendar changes were checked.

A calendar conflict still needs sorting out, whatever else is happening across the projects.

It is a useful kind of task to delegate when the priorities are clear: which commitment stays, what can move, and what the calendar should look like when the job is finished.

7. Working through the inbox

Nancy helped triage email too.

Messages can contain a new request, a reply I have been waiting for, or information that changes another piece of work. The useful part is connecting the message to what needs to happen next.

I can then focus on the reply or decision that needs me. As with the review queue, the goal is to make the next action easier to see.

8. Making presentations more visual

I liked the first visual deck Nancy helped create. Then we made a longer, 20-slide version, and I liked it less. It repeated itself.

I asked for a shorter structure and more distinct visual storytelling. I wanted the visuals to do more of the work, with presenter notes carrying explanations that did not need to crowd the slides.

That experience gave me something specific to react to. We could look at the actual deck, identify the repetition, and work toward a clearer presentation.

9. Getting a one-page brief closer to what I wanted

The first versions of some one-page briefs were not right either. I wanted fewer words, more bullets, and exact changes to the layout.

That led to more concrete feedback than asking for a better document. I could identify what needed cutting, what should become bullets, and where the page needed to change.

For this kind of work, having a draft in front of me helps make the discussion practical. I still need to judge whether the page says the right thing and is easy to take in.

10. Exploring skills and preparing marketing work

I used Nancy to research creative skills, plan SEO and blog work, review social publishing, and prepare CRM prompts.

These tasks help turn possible next steps into material I can inspect. I can review a content idea, look at a proposed workflow, or decide whether a creative approach fits the job.

The CRM work, for example, produced prompts to use in a next step. It is preparation I can build on, rather than a finished implementation.

The rough edges are part of the story

I still had to correct repetitive slides and overlong briefs. On September 5, 2026, our records did not establish that the scheduled morning brief had produced a useful deliverable or email. A manual recovery delivered it after the morning slot on September 8, and the next scheduled run was verified on September 9. Those checks established what happened on those dates; they did not establish reliable delivery every day.

I am also not attaching a claim about hours saved or revenue generated to this list. These are examples of work I have done with an assistant, with results at different stages.

If you want to try something similar, choose one real task with a clear finish line. Give the assistant useful context, review what comes back, and be specific about what needs changing.

If you would like to explore one application in your business, get in touch with AI Business Boomer for a free, no-obligation conversation.

Keep building the system

Recommended next Business Boomer guides

These links are selected by topic and search intent so this guide connects to the most relevant service pages, industry pages, and supporting blog posts.

Related AI automation guides

Keep going with the connected Business Boomer guides in this automation cluster.

FAQ

Quick answers about this guide and how to put the idea into practice.

What is the main takeaway from 10 Ways I Used an AI Assistant to Build My Business?

Ten examples from my work with Nancy: organizing priorities, preparing follow-ups, revising presentations and checking what actually got finished.

How does 10 Ways I Used an AI Assistant to Build My Business help a small business?

10 Ways I Used an AI Assistant to Build My Business can help a small business reduce manual work, improve follow-up, organize repetitive tasks, and create a clearer operating process when it is tied to a real bottleneck.

Can Business Boomer help implement 10 Ways I Used an AI Assistant to Build My Business?

Yes. Business Boomer can help turn the idea into a practical workflow, page, checklist, or automation system depending on what the business needs first.

Find the workflow worth fixing first.

Use the Free 30-Minute AI Consultation to map where leads, invoices, notes, or follow-ups are slipping and choose the smallest useful system.

Book a Free 30-Minute AI Consultation
Book a free consultation

Allow optional analytics to help us understand site use? Rejecting does not affect site features. You can change your choice anytime.

Read our privacy policy