BridgeThink logoBridgeThink

Free worksheet

Find out where your week goes before you buy any AI

Log one normal week, sort it, and you'll know which two or three tasks are worth handing to AI, and which ones aren't. Free, no signup, about 30 seconds per entry.

Download the log (CSV)

Opens in Google Sheets, Excel or Numbers. The five example rows are made up. Delete them before you start.

1. Pick 8 categories on Monday

Free-text task names don't add up on Friday. Choose your categories first and use only those all week. A set that fits most small offices and service businesses: new leads, quotes and estimates, scheduling, customer emails and updates, invoicing and payments, data entry and admin, team questions, and the actual work.

2. Log anything over 10 minutes, when you do it

Write it down right after, not at the end of the day. People rebuilding a day from memory tend to miss the small, repeated tasks, and those are often the ones worth fixing.

ColumnExample
DayMon
TaskWrote 4 customer update emails
CategoryCustomer emails
Minutes40 (round to 5)
Same steps each time?Y, N, or Part
Needs my judgment?Y, N, or Prep (gathering info before a decision)
Leaves the building?Y if a customer reads it or money moves

3. Decide what to do with your top three

On Friday, total the minutes by category. For each of the top three, try these in order. AI is fourth on purpose.

  1. 1

    Stop it

    Would anything break if this stopped for two weeks? Reports nobody reads usually go here.

  2. 2

    Template it

    Same words every time? A saved reply or document template fixes it. No AI needed.

  3. 3

    Hand it off

    Needs a person, but not you? Your log is half a training document already.

  4. 4

    AI drafts, you check

    Needs judgment and leaves the building: customer emails, quotes, invoice follow-ups. AI writes the first draft, a person checks every date and dollar amount and sends it. Most of the hours usually sit here.

  5. 5

    Automate fully

    Only for work that needs no judgment, stays inside the business and is easy to undo, like internal reminders.

4. Or let AI do the sorting

Paste the week's log into ChatGPT, Claude, Copilot or Gemini with this prompt. Remove customer names and account numbers first.

Prompt
Below is one week of my work log as a table. Columns: day, task, category, minutes, same steps each time (Y/N/Part), needs my judgment (Y/N/Prep), leaves the building (Y/N).

1. Total the minutes by category and list them from most to least.
2. Pick the 3 categories most worth changing first. Favor tasks that repeat and are marked N or Prep for judgment.
3. For each, choose one: stop it, template it, hand it off, AI drafts and a person checks, or automate fully. Explain why in one sentence.
4. For anything that leaves the building, write the check step a person must do before it goes out.
Use only numbers in my log. Do not estimate savings I didn't give you. If something is unclear, write UNCONFIRMED.

[paste your log here, with customer names and account numbers removed]

AI can add wrong or invent numbers. Check the totals against your log before you act on them.

What this won't tell you. A week of logging shows where time goes. It doesn't show how to set up the fix in your tools, what to check, or what not to trust AI with yet. That's what the AI Workflow Assessment is for. If you bring a filled-in log, most of the intake is already done. See a sample plan (made-up business).

Finished your week?

Book an assessment

Or keep the log and do it yourself. Both are fine.