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⚡ Module 3: AI for Everyday Tasks · Lesson 8 of 18

AI for Office Work: Email, Documents, Meetings and Spreadsheets

The quickest wins with AI at work are the repetitive writing and analysis tasks you already do every week. Here are workflows you can use today.

9 min read · Beginner

Emails

Paste the email you received and describe what you want to say in a few rough words. Ask for two versions with different tones and pick one.

Reply prompt
Here is an email from a client. Draft a reply that: agrees to the new deadline, asks for the final logo files by Friday, and stays friendly. Give me a formal and a casual version.

[paste email]

Meetings

Paste a transcript or your rough notes and ask for a summary, decisions made, open questions, and action items with owners. Always confirm action items with the people named before sending.

Reports and documents

  1. 1

    Outline first

    Give the goal, audience and your data; ask for a section outline.

  2. 2

    Draft section by section

    Fill each section using your real numbers and facts.

  3. 3

    Edit for the reader

    Ask it to cut 20%, simplify jargon, or add an executive summary.

Spreadsheets

Describe your columns and what you want to calculate — AI will write the formula and explain it. For larger analysis, upload the file to an assistant with data analysis enabled and ask questions in plain language.

Formula prompt
In Excel, column A has dates, column B has salesperson names, column C has sales amounts. Write a formula that totals sales for the name in cell F1 during March 2026 only, and explain each part.

Protect company data

  • Check your company’s AI policy and which tools are approved.
  • Do not paste passwords, customer personal data, or confidential numbers into tools that are not approved.
  • Prefer business plans of AI tools that do not train on your data.

Key takeaways

  • ★ Start with repetitive writing: emails, summaries, reports.
  • ★ Always verify names, numbers and action items.
  • ★ Follow your company’s data rules.

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