# Choose Your First AI Automation: A Small-Business Task Checklist

Authored ToolFlowKit practice material. These records are teaching examples, not customer data, current vendor offers, or measured software results.

## Which task should this team automate first?

Read the last column as the team's proposed scope, not a software ranking. For the reply trial, take three ordinary questions and two exceptions from material you are allowed to use. Record whether the draft cites the right policy and how much correction it needs. A task that needs little generative reasoning may be better handled by a rename rule than an AI service.

| Candidate | Input and exceptions | First deliverable | Decision |
| --- | --- | --- | --- |
| Delivery replies | Current policy; exceptions need a person | Reply draft plus source section | Trial as a draft-only task |
| Send replies automatically | Destination, authority, and exceptions vary | External customer message | Keep manual during the first trial |
| Rename downloaded files | Stable naming pattern; collisions possible | Old/new filename manifest | Try a deterministic preview first |

Guide: https://toolflowkit.com/guides/choose-first-automation

License: CC0 1.0.