A to-do list in eight places


Last week I asked a nonprofit executive director about her biggest pain point at work.

Her answer: her to-do list.

It lives in eight or more places. Email, calendar, meeting notes, and a separate email thread for each of her direct reports, where team notes pile up between one-on-ones. There's no single place she can look and see everything she owes everyone.

If you run a team, you probably recognize that list. (I certainly do.)

We looked at two options together. The first is an automated task board, where AI scans email, calendar and meeting notes for action items and pulls them into one place. The second is a simple board she fills in by hand, organized by direct report, so before each one-on-one she can see exactly what's open with that person.

Both work. What they share is one home for the list.

Six days later, Laura Entis at Every wrote about using an always-on AI agent to track something even sneakier: the small promises she makes in passing. A quick "sure" in Slack. A "let me look into it" in an email reply.

Those are the tasks that slip. The big projects have a deadline and a meeting attached. The casual yes has nothing holding it in place except your memory, and your memory is busy.

This is where AI earns its keep. Reading two weeks of email to find every commitment you made is tedious work for a person. For an AI with access to your inbox, it's a few minutes. It can pull out the deadlines, the unanswered requests and the decisions waiting on you, then tell you why each one matters.

Context is everything, and that includes the context of what you've promised.

There's a leadership angle too. When a direct report asks for something in passing and it disappears, the conclusion they draw is that it didn't matter to her. Catching those small promises is how people learn you follow through.

For business owners, the math is simple. One missed follow-up with a client or donor can cost more than a year of whatever tool you'd use to catch it.

And the part I'd add, from watching clients try this: a list that never shrinks stops being useful. If you decide not to do something, delete it. A short list you trust beats a long one you avoid.

What would you find if you asked AI to show you everything you've said yes to in the last two weeks?

Alex

AZAI Advisory

As an AI Coach, Advisor, and Agent Builder, I help organizations and business leaders harness the power of artificial intelligence to boost productivity and streamline operations. I enable organizations to navigate the transformative landscape of AI, educating teams, identifying operational and strategic opportunities with AI and creating a framework for safe and transparent use of data in the organization.

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