How to Use AI to Save Hours Each Week
If you've ever wished your inbox could magically manage itself or that AI could tackle your overflowing to-do list, you're not alone. In our recent webinar, we teamed up with Julian Moore, Chief AI Officer at Strategic Membership Solutions, to uncover practical, real-world ways association professionals can save time with AI.
This wasn’t a high-level AI theory session. It was packed with immediately actionable tips and Julian showed us exactly how to set them up, with zero coding required. Here are some of the biggest takeaways:
1. Personalise Your AI Assistant (So It Actually Sounds Like You)
Before AI can truly help, it needs to understand how you work. That means:
- Turning off training so your data stays secure
- Uploading tone of voice prompts to teach it how you write
- Committing key info to memory like how you sign off emails, who you work with, and the types of tasks you handle
Once trained, your AI assistant will start writing emails, messages and content in your voice—not like a tech bro from Silicon Valley.
2. Connect Your Tools: Outlook, Gmail, SharePoint, Google Drive + More
Imagine if your AI could check your calendar, draft emails based on unread messages, or access your meeting notes on demand. It can.
Julian walked us through how to securely connect your:
- Inbox (Outlook or Gmail)
- Calendar
- Cloud storage (Google Drive, SharePoint)
- CRM or social tools
Once connected, AI can search, summarise, respond, or suggest actions based on your data.
3. Automate Schedules & Smart Replies
Tired of the same tasks every day? Create AI schedules that:
- Review your unread emails every morning
- Draft replies in your voice
- Suggest meeting times based on your calendar
You still hit send, but the thinking is done for you.
Bonus: Julian also built a tool to automatically unsubscribe from unwanted newsletters while keeping the useful ones. Magic.
4. Agents That Take Action (Not Just Talk)
AI is evolving fast. With agents, you can:
- Book travel online (yes, really)
- Order groceries from a photo of your shopping list
- Pull reports from your CRM
- Post content to socials
These aren’t futuristic ideas. You can build these today with tools like ChatGPT’s agents and a bit of setup.
Julian’s biggest advice? Don’t try to automate everything at once. Start with one small task you do often. Train the AI to do it. Test it. Improve it. Then move to the next one.
The payoff isn’t just time saved. It’s reduced mental clutter and more space for meaningful work. Want to try it yourself? Reach out to request the full replay.