AI-Powered Task Management and Work Summaries for Kitchen & Bath Design Businesses: Boost Efficiency with Artificial Intelligence

Get in Touch! Send us a message.

In our last episode, we explored how AI can be your go-to for summarizing complex information. In this episode we’ll explore another minute-freeing application of AI: using it for efficiency in task management and work summaries.

GET IN TOUCH
💡Learn how to hire and work with experts: https://higherhelpbook.com
⚡ See how we can help your Kitchen & Bath design business: https://fieryfx.com
🔥 Book our CEO, Brandy Lawson, to speak: https://brandylawson.com

FOLLOW US ON SOCIAL
LinkedIn: https://www.linkedin.com/company/fieryfx
Facebook: https://www.facebook.com/fieryfx
Instagram: https://instagram.com/fieryfx
YouTube: https://youtube.com/@thefieryfx.

Episode Transcript

(00:06):
I'm Brandy Lawson, and welcometo another episode of Elevated,
the podcast helping you build abetter kitchen and bath design
business.
In our last episode, we exploredhow AI can be your go to for
summarizing complex information.
In this episode, we'll exploreanother minute AI.
using it for efficiency and taskmanagement and work summaries.

(00:28):
In your kitchen and bath designbusiness, most days it can feel
like there are about a milliontasks to juggle at once.
From project kickoffs toinstallations, final inspections
to warranty claims, it's a lotto keep track of.
But what if AI could be yourpersonal efficiency expert?
Today, let's look at how AI canrevolutionize the way you manage

(00:49):
tasks and summarize work.
First up, Task generation.
AI is like a master delegator onsteroids.
It can break down big projectsinto smaller manageable tasks in
an instant.
Let's say you're starting a newkitchen remodel.
You can ask AI to generate atask list for the project
kickoff.
It might include things likeschedule initial client meeting,

(01:11):
send design questionnaire,create project timeline, and
finalize project budget.
Boom! You've got a startingpoint in seconds.
But here's where it gets evenbetter.
AI doesn't just regurgitate ageneric list.
It can help you think throughwhat's needed to tackle projects
effectively.
Let's say you've had some issueswith ordering quality lately.

(01:32):
You can ask AI to generate notjust a task list for ordering,
but also a verificationchecklist, or maybe You have a
checklist, but there's stillbeen some issues.
So give AI the issues and theexisting checklist and ask for
suggestions to improve it.
Now, maybe you've already got aprocess outlined.
Gold stars! But AI can still beyour buddy here.

(01:55):
Got a ton of stuff on your to dolist today?
Ask AI to help you prioritizeit.
It can even create a task listbased on your priorities.
It's your Energizer bunnypersonal assistant who never
needs a copy break.
Remember how we talked aboutpulling action items from
meeting summaries in previousepisodes?
Well, you can take that a stepfurther.
Have AI create tasks from thoseaction items and even spit out a

(02:17):
spreadsheet.
It's magic, but with morepractical applications and less
smoke and mirrors.
Here's another pro tip.
Use AI to verify that your tasklist is complete.
Tell it your objective and thelist of tasks you have, then ask
if anything's missing.
Using it as a second set of eyescan help you get a different
perspective without takinganyone on the team off task.

(02:39):
Now let's talk about wherebusiness owners struggle the
most.
Getting tasks off our plates.
Ask AI what someone would needto know to do a specific task.
You can even use thisinformation to write a standard
operating procedure.
AI can essentially create a howto guide for those tasks that
are a poor use of your time,making it easier to delegate or

(03:02):
outsource those tasks.
Sometimes we've got big areas inour business to tackle, like
getting more leads or increasingproject profitability.
While I always recommend gettingexpert help for those big goals,
AI can help you get started.
Ask it what tasks would beinvolved in achieving your
desired outcome.
Having AI help you in this waymeans you can take those first

(03:25):
steps and get clear on whatexpertise you need before you
bring in the big guns.
Now let's flip to the other sideof the coin.
Work summaries.
Ever struggle to answer thequestion what happened this
week?
Or what got done this month?
If you're tracking tasks andprojects in one place AI can
help answer those questions.
From individual daily summariesto team weekly roundups AI

(03:48):
summarization is stellar atgiving you the big picture.
Imagine wrapping up a kitcheninstallation.
You can feed AI the projectnotes and task completions and
it'll give you a concisesummary.
This is gold for clientcommunications.
Team updates, or even for yourown records.
Suddenly, creating that projectwrap up and possible case study

(04:09):
to use in upcoming social posts.
doesn't seem so daunting.
Now, a word of caution, rememberthat AI doesn't know everything
you know.
The tasks and summaries itgenerates need your expert
review and input.
Think of AI as yourbrainstorming partner, not your
replacement.
The key here is delegation, notabdication.
Your challenge this week is toconsider areas in your business

(04:31):
where task management orsummarization is a pain point.
Could AI help you streamlinethese processes?
for joining us.
Whether it's breaking down acomplex installation project, or
summarizing a month's worth ofwork for your team, AI could be
your new efficiency expert.
In our next episode, we'll geteven more specific, exploring

(04:52):
how to use AI for tasks andsummaries and project management
tools like monday.
com and ClickUp.
We'll also dive into how you canleverage chat GPT for these
purposes.
If you haven't already hit thatsubscribe button, your future,
more organized self will