The honest answer to “what do people use AI Assist for” is: the jobs that are too small to schedule and too annoying to do. Nobody blocks out time to log a phone call. It just quietly does not happen.
This page is a list of the things people actually use it for, grouped by when in the day they happen. Take the two or three that match your week and ignore the rest.
This is the highest-value group by a distance, because the alternative is not typing it later — the alternative is losing it.
Invoices drafted this way arrive with your Charge Types, your tax treatment and your branding already applied, because it is filling in your form rather than writing a document.
Covered properly in Talk Your Journal Entries. The pattern is the same: describe what happened, check the draft, post.
Underrated. Most people lose more time hunting for a record than doing anything with it.
With My Voice set up, dictated emails come out in your tone rather than sounding like a template.
Pick two, not twelve. The people who get value from this use it for a couple of things constantly, not everything occasionally.
Start with what you are already avoiding. Whatever is on your list undone at the end of every week is the right first candidate.
Match it to a moment, not a task. “After every call” sticks. “When I remember” does not.
Use your phone. Half of these happen away from a desk, which is exactly why they never got done before.
Read the draft for the first fortnight. After that you will know which kinds of request it nails and which need checking.
None of these are impressive individually. A logged call is a logged call. What makes them worth doing is that they all land in the same place — the note, the Task, the Invoice and the Payment all attach to one person, and the Invoice becomes bookkeeping without a second entry.
Ten seconds saved is not the point. The point is that the record exists at all, and that it is somewhere it will still make sense in a year.
I keep forgetting to use it. Attach it to a trigger you cannot miss — walking back to the car, ending a call.
It is not faster for me. Then you are probably using it for the wrong jobs. Short forms and single-field edits are faster by hand.
I do not trust it with money. Reasonable. Start with notes and Tasks, move to Invoices when you have seen how it drafts.
My team are not using it. Show them one thing that annoys them daily. Do not demonstrate the whole feature.
Logging calls and adding people. Both are jobs that were quietly not happening before.
Anything with exact strings — reference numbers, unusual email addresses — and anything where you do not know what the right answer looks like.
Yes, and that is where it shines. A new Client with a note and a Follow-Up is one instruction.
Yes. Most of these examples happen away from a desk.
Within their permissions, yes. An Assistant with Clients and Tasks can use it for those and not for the books.
Try it. See The Limit Is Your Imagination — and tell us when it cannot, because that is how the list grows.
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