I built my first AI Automation for my Executive
It is incredible how taking away even one trivial task can help with energy focusing. In EA role, we often think about delegation as something we do only with humans. But you can delegate to AI and systems, too. When I started working with my executive, she was tracking employee leave manually with a Google Sheet. At first, it was manageable. But as we grew to 30 employees, it became overwhelming. I knew I had to put my automation skill to work🤗 How the System Works Airtable database automatically calculates PTO balances so no one has to do manual math. I created two separate portals. Employees have a simple form to request time off and see their own balance. My executive has a high-level dashboard to approve or reject with one click. When a request is made, she gets an email. When she makes a decision, Zapier sends a personalized email to the employee with the next steps and feedback. Since my contract is ending soon, my goal is to leave her with a self-operating executive office. Before I wrap up, I’ll be building: Expense Reimbursement Tracker: A no-friction way for the team to submit receipts and for the executive to approve them in seconds. I am so happy to have come across this community Demo if the workflow: https://youtu.be/SCaIJ2b6s3g?si=q94acprzK_nHtMEr