AI Work Assistant

Ask me about your tasks, priorities, and work instructions.

Today Sales Approvals HR

Good morning! Here is your work plan for today:

  • Follow up with 3 pending CRM leads (due EOD)
  • Approve vacation requests in HRMS
  • Submit monthly expense report
  • Prepare Q3 sales projection deck

Suggested email draft for lead follow-up:

Hi [Name], I wanted to follow up regarding our conversation last week about [product]. Would you be available for a quick call this week to discuss further?

Generated from CRM activities

What should I work on now?

Based on priority and deadlines, I recommend:

  1. Complete the CRM follow-ups first (marked as high priority)
  2. Then approve the HR requests (3 pending)
  3. Finally work on the sales deck (due Friday)

I can guide you through each step if needed.

Suggested by AI based on your recent tasks

Today's Task List

Follow up with CRM leads

CRM High Priority

Due: Today EOD

Approve vacation requests

HRMS Pending

Due: Tomorrow

Submit monthly expense report

ERP Pending

Due: Wed

Guided Work Instructions

Step 1: Open CRM and filter pending leads

Navigate to Leads > Filter by Status = Pending Follow-up

Step 2: Review each lead's history

Check last interaction notes and scheduled follow-ups

Step 3: Contact leads via preferred method

Use the suggested email draft or call if marked urgent

Tasks completed today

4/12

Overdue tasks

2

AI-generated emails

3

Focus score

78%