Ask Flex / Automating repetitive tasks
What does "automate repetitive tasks" mean?
It means setting something up once so the same steps happen without you doing them by hand each time, like a report that fills itself in from new numbers, or an email that gets filed the moment it lands. If you can describe a task as the same steps in the same order, it can probably be automated.
Same steps, same order, every time.
Say the steps out loud
If they're the same every time, that's a repeat.
Look inside your programs
Excel, Outlook and Word have built-in helpers.
Use AI for the drafting
Reports, emails, lists. You check.
Keep the judgment
Deciding and talking to people stay yours.
Explain "automate repetitive tasks" to me in plain words, with three examples from an ordinary office job. Then look at my week: [list your tasks]. Tell me which ones fit that description and which one to start with.
Before you paste work stuff into any AI, check what your company allows.Hand It Off or Keep It
Ten everyday office tasks, one at a time. Tap whether you'd hand it to AI or keep it. See Flex's call and why. A two-minute game.
Play a round Learn this in the Lab, free
A free group where you learn to use Claude for the repeat parts of your job: email, reports, forms. Start with a 15-minute chat that maps what Claude can do in your job.
- Free
- No coding
- Works in Claude
What's an example of automating a repetitive task?
Excel recording the clicks you make to format a monthly report, then replaying them with one button.
What is automation in the workplace?
The same idea at work: the steps that repeat get set up once, and people keep the parts that need thinking.
How do I start automating routine tasks at work?
List a week of admin, circle the repeats, hand those off first. Flex has a page on it.
Want to hand this to Claude?
Start in the Lab with the free 9-to-5 Job Triage: a 15-minute chat that maps what Claude can do in your job. Everything inside is free.