You don’t need to automate your whole business. You need one task: the one that takes time every week, feels tedious, and won’t cause damage if it goes wrong. In this lesson, AI interviews you about your week and makes a list; you choose the first task.
Goal: make a list of your repetitive tasks and choose the first one for the agent: lots of time, lots of boredom, low risk.
01 · From a packed week to the first task
Click each step to see what happens.
Click each block in the diagram to see what it does.
One new task per week, never several at once (lesson 8).
02 · How to rate tasks without getting stuck
Click each criterion.
1. Minutes
Add up the time: 15 minutes a day, five days a week, is 75 minutes per week.
A 5-minute task once a month is rarely worth the work of setting up an agent.
ExampleCopying orders from WhatsApp into a spreadsheet: 20 min a day, 100 min a week.
2. Boredom
5 is a task you put off. 1 is one you even enjoy doing.
A boring task is one you do in a rush, and rushing leads to mistakes: delegating can also improve quality.
3. Risk
Low: the agent only reads and writes a draft for you. Medium: it changes a record or company spreadsheet, or prepares a message for a customer. High: it pays, sends, deletes, or signs.
In this course, high risk always stays with you: the agent prepares it, you carry it out.
4. Decision
Start now: one task, the best one on the list. Later: the good tasks that can wait their turn. Do not delegate: anything high-risk or that depends on your judgment.
If you're unsure between two tasks, choose the one with lower risk.
03 · The prompt that interviews you
Copy and paste this into a new ChatGPT or Claude conversation. Take your time answering the questions.
In chat · find the boring task
Help me find the computer task I should hand over to an AI agent first.
Ask me these questions ONE AT A TIME and wait for my answer:
1. What’s a typical week like for me? What do I do on the computer that’s boring or repetitive?
2. Which websites, systems, or apps do I use every week?
3. What do I copy from one place and paste into another?
4. Which numbers or reports do I put together every week?
5. When a new client comes in, what do I need to enter or prepare, and in which tools?
Then make a list with ONE LINE PER TASK, in this format:
N | task | apps | X min | boredom N | low/medium/high risk | start now / later / do not delegate
Rules:
- Any task that involves money or talks to a client is at least medium risk.
- Paying, sending, deleting, or signing is high risk and must be marked "do not delegate".
- Only ONE line can say "start now": the task that combines the most minutes and the most boredom with low risk.
- Sort from the best first task to the worst.
At the end, write: "Your first task is ___" and a paragraph saying what goes in (where the data comes from), what comes out (what I receive), and how often. I’ll use that paragraph in the agent sheet.
Example of a finished list (a custom furniture store)
1 | Weekly website report for your business partner | Search Console (Google’s free dashboard), spreadsheet | 60 min | boredom 5 | low risk | start now
2 | Copy quotes from email to the spreadsheet | Gmail, spreadsheet | 90 min | boredom 4 | medium risk | later
3 | Enter supplier invoices in accounts payable | email, spreadsheet | 45 min | boredom 5 | medium risk | later
4 | Set up a folder and schedule for the new client | Drive, spreadsheet | 40 min | boredom 3 | medium risk | later
5 | Pay suppliers | banking app | 30 min | boredom 3 | high risk | do not delegate
Simulation: illustrative example
The list has at least 5 lines, one per task.
Every line has minutes, boredom, risk, and a decision.
Only one line says start now, and its risk is low.
Paying, sending, or deleting is marked do not delegate.
In Claude Code or Codex, use the same prompt: open a terminal in a new folder (for example, my-agents), run claude or codex, paste the prompt, and at the end ask it to save the list in tasks.md. Starting with lesson 2, that folder will hold your agent sheets.
Choosing the hardest task to "test the AI": the first task needs to go well, not impress.
Choosing the rarest task: it takes months to trust an agent with a monthly task.
Marking a message to a customer as low risk: once a wrong message is sent, you can't take it back.
04 · Check your list
Test first with the example that passes and the one with an error. Then paste your list. The page checks the format (a number, minutes, risk, and decision on each line); you decide whether the order makes sense.
tasks.txt
05 · Practice: your list and your first task
Follow the steps in order. Move on only when "done when" is true.
E1 · The interview
15 min
Paste the request "find the boring task" into a new ChatGPT or Claude conversation and answer the five questions based on your actual past week.
Done when: the AI returned a list with at least 5 lines in the format N | task | ... | decision.
E2 · Check and adjust
10 min
Paste the list into the checker above. Fix anything missing by hand or by asking the AI. Check that paying, sending, or deleting is marked "do not delegate".
Done when: the checker responds OK and only one line says "start now".
E3 · Save the list
5 min
Save the list and final paragraph in a file called tasks.txt (or in a note). You’ll come back to it in lessons 2 and 8.
Done when: the file exists, and the paragraph for the first task says where the data comes from, what you receive, and how often.
06 · Test what you learned
The explanation appears after your answer.
Question 1 of 4
Which of these is the best first task for an agent?
Correct
Summarizing something for you to read is low risk, happens every week, and is boring. Replying to a client and paying a bill are medium or high risk; the year’s strategy is rare and depends on your judgment.
That's not it
Summarizing something for you to read is low risk, happens every week, and is boring. Replying to a client and paying a bill are medium or high risk; the year’s strategy is rare and depends on your judgment.Review: From a packed week to the first task
Question 2 of 4
A task prepares a payment reminder for a customer but doesn’t send it. What’s the risk?
Correct
Money or customer-related tasks start at medium risk, even as a draft, because an incorrect text approved in a hurry goes out with your name on it. Risk is high when the agent pays, sends, or deletes.
That's not it
Money or customer-related tasks start at medium risk, even as a draft, because an incorrect text approved in a hurry goes out with your name on it. Risk is high when the agent pays, sends, or deletes.Review: How to rate tasks without getting stuck
Question 3 of 4
Why does only one task get "start now"?
Correct
At first, you check every result. With one task, that fits into your week; with five, you stop checking and mistakes slip through. The others can wait their turn: add one new task per week, as the plan in lesson 8 shows.
That's not it
At first, you check every result. With one task, that fits into your week; with five, you stop checking and mistakes slip through. The others can wait their turn: add one new task per week, as the plan in lesson 8 shows.Review: From a packed week to the first task
Question 4 of 4
The task "copy orders to the spreadsheet" takes 20 minutes a day, five days a week. How many minutes per week go on the list?
Correct
20 minutes times 5 days is 100 minutes a week. A common mistake is to write down just one day's time and underestimate the task.