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Which task should I start with in a business of 1 to 10 staff?

By Megan Hogan, founder of Clockwise · Published · Last checked 29 October 2026

Start with one recurring, text-based task that takes you at least an hour a week and where you can check the result in minutes. Drafting emails, summarising documents and analysing customer feedback fit. The WA Small Business Development Corporation lists these uses.

Where do other businesses start?

Adopters start with productivity tasks that carry low risk. The National AI Centre's survey for December 2025 to February 2026 found content generation and data analytics each used by 54% of businesses using or planning to use AI. The centre notes these uses are productivity-oriented and relatively low-risk to experiment with.

The Australian Government's Copilot trial reported consistent quality and efficiency improvements in three activities: summarising content, creating first drafts and searching for information.

What does government guidance suggest?

The SBDC's AI page lists five uses for small businesses. They are summarising complex ideas, streamlining processes, getting more from spreadsheets, analysing customer data and communicating with customers. Each has an example, such as writing an Excel formula from a plain description or finding themes in survey responses.

The SBDC also notes you can ask an AI tool to evaluate a process and write step-by-step instructions for the new process, which helps you document and share it with your team.

How do you score a task?

Score each candidate task from 1 to 5 on five factors and choose the highest total. This method is Clockwise's own and is not drawn from a study.

FactorScore 5 meansScore 1 means
FrequencyHappens several times a weekHappens a few times a year
Time per runAn hour or moreUnder 10 minutes
CheckabilityYou can verify the result in minutesErrors would surface only after the work is delivered
Data sensitivityNo personal or confidential data involvedClient personal or financial data throughout
Definition of doneYou can describe a good result in two sentencesThe result is a matter of taste or judgement

Reject any task that scores 1 on checkability or data sensitivity, whatever its total.

Which tasks suit a service business?

Six tasks usually score well in a service business of one to ten staff. Check each against your own scores.

  1. First drafts of proposals and quotes. The SBDC names developing proposals as a communications use.
  2. Summaries of meeting notes or long client documents. The Copilot trial reported summarising as a consistent gain.
  3. Turning notes into a step-by-step process. The SBDC describes this use.
  4. Spreadsheet formulas. The SBDC describes describing the outcome you want and asking for the formula.
  5. Themes from client feedback or survey responses. The SBDC describes analysing survey responses to identify key themes.
  6. Replies to routine enquiries. The SBDC cautions that real interactions drive success and that AI output needs review.

Which tasks should you avoid first?

Avoid any task where AI output reaches a client without a person checking it. The SBDC says to always review AI output before relying on it or sharing it. The National AI Centre found only about half of businesses using AI check outputs before they affect customers.

Avoid tasks that involve personal or confidential data until you have read the tool's terms. The SBDC says to know where information may be stored, processed or shared before you enter it. Avoid tasks where AI would make decisions about people. The government policy template requires human oversight.

How do you run the first test?

Run the task five times and compare.

  1. Time the task without AI and record the result.
  2. Write one prompt with context, an example and the format you want. See what to do with AI in 30 minutes a week.
  3. Run the task with AI, check the output against your checklist and record total minutes.
  4. Compare. Keep the task if you save time and the quality holds. See how to measure your own hours.

If the task depends on messy data or an undocumented process, read do I need to fix my systems before using AI.

What to do next

Score three tasks this week and test the winner. The Clockwise Intensive is one focused hour with Megan, one-on-one on Google Meet, on where AI fits in your business and which process to hand over first. It costs $550 AUD.

Book the Clockwise Intensive →

Frequently asked questions

What is the best first AI task for a small business?

A recurring, text-based task that takes at least an hour a week and where you can check the result in minutes. The National AI Centre found content generation and data analytics lead among adopters, and the SBDC lists summarising, process documentation, spreadsheets, customer data analysis and communications.

Should I start with customer-facing AI?

Start with internal tasks. The SBDC says to review AI output before sharing it and notes real interactions with customers drive success. The National AI Centre found only about half of AI-using businesses check outputs before they affect customers.

Megan Hogan, founder of Clockwise

About the author

Megan Hogan is the founder of Clockwise and works as a fractional COO inside small to medium businesses. She spent seven years at Optus and has led customer experience transformation and AI-enabled contact centre implementation.

More about Megan · LinkedIn

Editorial standards

Guidance comes from government sources, each dated. The scoring method is Clockwise's own and is labelled as such. This article is general information.

Sources and dates

All checked 29 October 2026.

  1. SBDC, Artificial intelligence. Copyright 2026. https://www.smallbusiness.wa.gov.au/digital/artificial-intelligence
  2. National AI Centre, AI adoption insights: December 2025 to February 2026. 7 May 2026. https://www.ai.gov.au/news-and-insights/blog/ai-adoption-insights-december-2025-february-2026
  3. Digital Transformation Agency, Evaluation of the whole-of-government trial of Microsoft 365 Copilot, executive summary. October 2024. https://www.digital.gov.au/initiatives/copilot-trial/microsoft-365-copilot-evaluation-report-full/executive-summary-glossary
  4. Department of Industry, Science and Resources, AI policy guide and template v1.0. October 2025. https://www.industry.gov.au/sites/default/files/2025-10/ai_policy_guide_and_template.pdf
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