1
Which platform does your firm run on?
Determines which tools appear in your automation ideas
🪟
Microsoft 365
Outlook · Teams · SharePoint · OneDrive · Excel · Word · Power Automate · Power Apps · Copilot · Azure Functions · Zapier
🔵
Google Workspace
Gmail · Google Chat · Drive · Sheets · Docs · Forms · AppSheet · Gemini · Gemini Agents · Cloud Functions · Looker Studio · Zapier
Use both? Select your primary platform above, then check "Both / Hybrid" below.
2
Which software does your firm use?
Select all that apply
Practice management
Tax software
Accounting & bookkeeping
Payroll & HR
Document & e-signature
No software selected — your ideas will still work, but they'll be more generic. Select what you use for more specific suggestions.
3
Where do you store client files?
Select all that apply
4
Describe the task that's driving you crazy
The more detail you give, the better the ideas will be
Please describe the task before building your prompt.
5
A little about your firm
Used only to estimate time savings — nothing is stored
Staff involved in this task
Average billing rate per hour ($)