Aegis Boardroom
Tier 0 · Module 0.2 · 25 minutes

What AI is good for

What you'll get out of thisLearner identifies three practical daily-use opportunities specific to their role, plus one role-adjacent opportunity they could route to a teammate.

Lesson

AI is good at three categories of work.

1. Drafting

Writing the first version of something someone will edit.

ExampleTime saved
Customer email reply (draft)5 to 10 min
Internal meeting summary (draft)10 to 15 min
Job description (draft)30 to 60 min
Service quote text (draft)5 to 15 min
Social post, vendor outreach, or one-pager (draft)15 to 30 min
Translation (draft)varies

The rule: draft, then edit. The first draft is for unblocking, not for sending.

2. Summarizing and reading

Reading a long thing and giving you the shape of it.

ExampleTime saved
Long email thread5 min
30-page contract or policy30+ min
Customer support transcript10 to 15 min
Research article or trade journal20 to 30 min
Recorded meeting transcript30 to 60 min

The rule: summary is a starting point, not a substitute for reading the parts that matter. If a contract paragraph affects your obligations, read that paragraph yourself.

3. Explaining and rewriting

Taking words you have and changing the shape: simpler, longer, formal, casual, in another language, in another format.

ExampleTime saved
Plain-language version of a technical doc15 to 30 min
"Write this email in a friendlier tone"5 min
Convert a list into a one-paragraph summary or vice versa5 min
Translate an internal note into customer-facing copy10 min
Reformat data into a table10 to 15 min

The rule: AI rewrites words it can see. It doesn't add information that isn't there.

What AI is NOT good for (yet)

  • ·Numbers you can't verify. AI can do arithmetic but it can also confidently get arithmetic wrong. Use a calculator or a spreadsheet for actual math.
  • ·Live data. Unless your AI tool has explicit web search or your live database connected, it doesn't know today's news, today's prices, or your current customer's status.
  • ·Decisions only you should make. Hiring, firing, pricing, approving expenditures, customer contract terms.
  • ·Anything regulated. Patient data, financial advice, legal advice. These require humans with credentials. AI may help draft. Humans must approve.

In-module exercise (10 minutes)

Part A: Three daily-use opportunities specific to your role

For each, write:

  • ·The task
  • ·How long it takes you today
  • ·How AI could help (drafting, summarizing, or rewriting?)

Examples by role:

Office manager: (1) draft policy reminders, drafting; (2) summarize benefits-vendor RFP, summarizing; (3) rewrite long internal memos in plain language, rewriting.

Bookkeeper: (1) draft client outreach when an invoice is overdue, drafting; (2) summarize monthly transaction list with anomalies flagged, summarizing; (3) rewrite tax-prep instructions for partners, rewriting.

Sales coordinator: (1) draft follow-up emails after demo, drafting; (2) summarize call transcript into CRM notes, summarizing; (3) rewrite proposal text for different verticals, rewriting.

Field worker / dispatcher: (1) draft client status updates, drafting; (2) summarize service log into a customer-facing report, summarizing; (3) rewrite incident notes into a clean record, rewriting.

Project coordinator: (1) draft status emails, drafting; (2) summarize meeting notes, summarizing; (3) rewrite internal documentation for new team members, rewriting.

Part B: One role-adjacent opportunity

Name one AI use case you've seen or imagined that's not in your role but in someone you work with. Could you flag it to that teammate?

Example: "Our service writers spend 30 min/day on customer-facing service-completion emails. AI drafting could cut that to 5. I'm not their manager but I could mention it."

Knowledge check

  1. ·AI is good at: (a) drafting; (b) calculating exact totals; (c) reading recorded meetings to find action items; (d) deciding whether to fire someone)
  2. ·The rule for AI summaries is: (a) trust the summary; (b) summary is a starting point. Read the parts that matter)
  3. ·AI rewriting can: (a) add new information; (b) only rewrite information that's already there)

Answers: 1. (a) and (c). 2. (b). 3. (b).

What's next

Module 0.3 covers the safety side. The things AI should not see and the prompts you'd reject.

Run this with your team

Tier 0 is the activation layer for companies that do not have a CTO, CIO, CISO, or internal AI owner. Plain English. Practical. Safe.