- Restor-AI-tion
- Posts
- From Busywork to Breakthroughs
From Busywork to Breakthroughs
Automating Admin Tasks with AI
Reclaim hours every week by teaching AI to handle the repetitive administrative work that slows your business down.
This article is for the business owner who feels like there aren't enough hours in the day. We'll show you how to delegate the busywork to AI, freeing you and your team to focus on the high-value activities that actually drive growth.
Key Takeaways:
Identify Your "Time Sinks": The best place to start with AI automation is by identifying the most repetitive, time-consuming administrative tasks your team performs daily.
AI as a Communications Assistant: Use AI to draft initial versions of common communications, like emails to clients, daily logs for adjusters, or summaries of project documents.
From Admin to Analyst: Freeing your team from administrative overload allows them to shift their focus to more strategic work, like improving processes, building client relationships, and analyzing performance.
The Big Picture: Your New Administrative Assistant
How much of your day is spent on work that isn't really work? Things like drafting the same kind of email you've written a hundred times, summarizing a long document for a team member, or formatting notes for an adjuster. This is administrative friction, and it's a major drain on your company's most valuable resource: time.
Think of AI as a tireless administrative assistant. It's a tool that can learn to handle these repetitive tasks instantly. It doesn't get tired, it doesn't need a coffee break, and it can produce a solid first draft of almost any document in seconds.
The goal isn't to create perfect, finished documents automatically. The goal is to eliminate the "blank page" problem and the tedious formatting work. By letting AI handle the first 80% of the task, you and your team can add the final 20% of human expertise and personalization in a fraction of the time.
Putting Administrative AI to Work
You can start reclaiming time immediately by applying AI to these common restoration tasks:
Drafting Emails: Need to send a homeowner an update on today's progress? Give an AI a few bullet points, and it will instantly draft a professional, empathetic email that's ready for you to review and send.
Summarizing Documents: You receive a long, dense report from an industrial hygienist. Instead of spending 30 minutes reading it, you can ask an AI to provide a bulleted summary of the key findings and recommendations in under a minute.
Preparing Communications: An adjuster needs a concise summary of the last three days of work on a project. You can feed the daily logs into an AI and ask it to create a clear, chronological summary, complete with dates and key milestones.
This isn't about removing the human element; it's about removing the tedious work so the human element can be focused where it matters most.
"Our project managers used to spend the last hour of every day just writing up their notes and daily logs. Now they feed their notes to an AI, and it drafts the reports for them. They use that extra hour to plan for the next day. It's made our entire operation more proactive."
🔧 Under the Hood: For the Tech-Minded
This section gets a bit technical. Feel free to skip to the Prompt Corner if you prefer!
One of the most practical applications for this kind of automation is creating custom templates and workflows using AI. Many AI platforms, and even tools like Microsoft Copilot, allow you to create pre-built prompts for your team.
For example, you could create a "Daily Adjuster Update" prompt. When an employee activates it, the AI asks for specific inputs: "Project Name," "Date," "Work Completed Today," and "Next Steps." Once the employee provides these details, the AI uses a pre-defined structure to generate a perfectly formatted report every single time.
This leverages the concept of few-shot prompting, where you provide the AI with a few examples of the desired output format. The AI learns this format and can then apply it to new inputs consistently. This ensures that all your company communications have a standard, professional look and feel, regardless of who is generating them.
💡 Prompt Corner: Your Starting Point
Use the "Mad Libs" prompts below in a tool like ChatGPT, Google Gemini, or Microsoft Copilot to get started. Just replace the text in [brackets] with your own details!
Prompt for Drafting an Update Email:
"Act as a project manager for a restoration company. Draft a professional and reassuring email to a homeowner, [Homeowner's Name]. Inform them about the work completed today, [Date], on their [Type of Damage] project. The key activities were: [List 2-3 key activities]. Let them know that the next step is [Describe next step]. End the email by reassuring them that their property is in good hands."
Prompt for Summarizing a Meeting:
"I have just finished a project kick-off meeting with my team for the [Client Name] job. Take the following raw notes and turn them into a clean, bulleted summary that I can share with the whole team. The notes are: [Paste your raw meeting notes here, e.g., 'John handling demo, needs to be done by Friday. Sarah to order drywall. Need to confirm paint color with homeowner. Start date is Monday.']"
Pick one administrative task that you personally do at least three times a week. It could be writing a certain type of email, summarizing notes, or creating a report.
Next time you have to do it, try giving the instructions to an AI first. See how close its draft is to what you need. This small experiment will immediately show you the potential for saving time.
If you find a prompt that successfully automates a piece of your daily busywork, reach out and share it! Your time-saving trick could be a breakthrough for another business owner.