Just wrapped our school association board meeting prep, and I had to share this little win.
I needed to create a financial report based on P&L statement, budget forecast, the whole nine yards. Not exactly how I wanted to spend my morning.
So I thought: “Let me test something…”
I spun up my local AI models, fed them our financial docs, and waited. From loading the documents to final report, including cross-checking every single number, total time spent?
4 minutes and 20 seconds.
Could I have done it faster manually? No. This saved me at least (!) 30 minutes of work in Office applications.
Did I verify the numbers myself? Of course I did. But here’s the kicker: every calculation was spot-on. Not a single error.
People tell me they struggle with real-life AI applications. THIS is how you leverage AI in your workflow. It’s not about replacing your brain – it’s about doing the tedious heavy lifting so you can focus on the stuff that actually matters.
The same approach works for:
• Meeting notes
• CRM updates
• Prospect research
• Meeting prep
And if you’re a Mac user running local models like me, you don’t even have the “but what about my sensitive data?!” excuse.
Look, I’m not saying AI will close deals for you. But if you’re still manually grinding through admin work that could be automated, you’re essentially leaving money on the table every single day.
Work smarter, not harder. Your future self (and your quota) will thank you.