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Starting with draft-only and no deletions teaches you how the bot works without any risk.
Goal: tidy my inbox for the next hour. Steps: read new emails, label anything from a client as Client, archive obvious newsletters, and draft (do not send) a reply to anything that needs one. Apps: Gmail only. Ask me before sending any email or deleting anything.
Teach-a-task is the standout feature; asking the bot to repeat the steps back catches mistakes early.
I am going to screen-record how I export last week's sales from our dashboard and paste them into our Google Sheet. Watch the recording, then write the task back to me in plain steps so I can check you understood before you run it.
A read-only routine is a gentle way to see the bot run on a schedule.
Every weekday at 8am, check my calendar and email, then write me a short brief: my meetings today, anything that needs a reply before lunch, and one thing I said I would do yesterday but have not. Post it as a draft, do not send anything.
Meeting prep is a clear, bounded job that shows how the bot pulls from several sources at once.
I have a meeting with [NAME] from [COMPANY] at [TIME]. Pull our last three emails with them, find their company's recent news, and write me a half-page prep note with three smart questions to ask. Do not contact them.
Doing jobs one at a time with a check between each keeps you in control while you build trust.
Here are three small jobs: 1) rename these five files to [FORMAT], 2) add this week's receipts from my inbox into the Expenses sheet, 3) unsubscribe me from [SENDER]. Do them one at a time and show me each result before moving on.
Setting clear approval gates up front is the single most important safety habit with any agent.
From now on, always ask me before you send an email, delete a file, spend money, or message anyone outside my company. For everything else, go ahead and show me what you did afterwards.
Saving a proven job as a routine is how you get hands-off time back each week.
The weekly sales export worked well. Save it as a routine called 'Monday sales update' and run it every Monday at 9am. Message me when it is done or if anything looks wrong.
A clear 'when in doubt, hand back' instruction stops the bot guessing on things that matter.
If you ever get stuck, hit a login wall, or are not sure what I meant, stop and hand the task back to me with a short note on exactly where you got to and what you need from me.
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