AI Use Case Finder Worksheet

How to use this worksheet

Work through each step in order. Answer honestly. This is for you, not for anyone else. The goal is to walk away with three specific AI use cases that fit your actual work, not generic ones from a list.

Step 1: What takes too long?

Think about the last five workdays. What tasks took longer than they should have? Write down everything that comes to mind. Don't filter. Common answers: writing emails, creating content, summarizing information, doing research, formatting documents, responding to the same questions repeatedly. Look at your list and circle the ones that happen at least once a week.

Step 2: What do you repeat?

Now look at recurring tasks specifically. What do you do every day, week, or month that follows a similar pattern each time? These are your highest-value AI targets because every time you improve the process, you save the same time again. Examples: weekly reports, client check-ins, social posts, invoices and proposals, onboarding new customers, scheduling and planning.

Step 3: Apply the AI fit test

For each item you've circled, ask three questions: (1) Does this involve writing, summarizing, brainstorming, or organizing information? (2) Is the output easy for me to review and correct in under 5 minutes? (3) Am I the bottleneck? Would a faster first draft help me move on? If you answered yes to two out of three, AI can help with that task.

Step 4: Pick your top three

From everything you've identified, pick three to start with. Choose the ones that are most frequent, most time-consuming, and easiest to verify. Write them down as specific tasks, not categories. Not 'marketing'. Write 'writing the caption for my weekly Instagram post'. Not 'admin'. Write 'summarizing my Monday team call into action items'. Specific tasks produce specific results.

Key takeaway

The best AI use cases are not the flashiest ones. They are the repeatable ones in your specific workflow. Three well-chosen use cases, done consistently, will save you more time than experimenting with every new AI feature.