The Task Sorter
What stops if you take a day off?
Pick one task that keeps landing on you. Four questions tell you whether to automate it, give it to AI, hand it off or keep it, and the first move to make.
About three minutes. No email to see your answer. Nobody calls you.
Which process keeps pulling you back in?
Pick the closest. Next, you’ll pick one task inside it.
Fair. That’s what it feels like when you’re the one holding it.
We can’t sort everything at once. We can sort one task, then the next. Pick the process that pulled you in most recently. Yesterday counts.
Which task sounds most like yours?
Pick one task, not the whole process.
Give it a name first.
How often does that land on you?
When it lands, how long does one round take?
Start to finish, including the getting-ready part.
Is it a decision no one else should make, even with a written rule or limit?
Yes only if no one else could make this call, even with a rule or a dollar limit. Licensed work only you can do counts as yes.
Could software do it the same way every time, with no judgment?
Same steps, same result, every time. Like a reminder that goes out three days after an invoice.
Does it turn information into words, like a draft, a summary or a comparison?
AI can write the first draft. A person still reads every word before it goes out.
Could someone else do it once the steps are written down?
Think two weeks of training, not two years. Nobody working for you yet? Answer for the person you’d hire, if you ever do.
Is it the decision itself, or the gathering, typing or chasing around it?
Then the legwork is its own task. Name it, and we’ll sort that part.
Give it a name first.
While you’re doing it, what’s waiting?
One more tap. Is it a setting inside one program, or getting two programs to talk?
Not sure? Pick the first. Checking what you already own comes first either way.
Does anyone else work with you?
So just out of curiosity, what should that time be going towards?
Tell us where to send two free tools, built from what you just answered on .
- Right now: Your Task Sorter Playbook. A short PDF for this task, plus a fill-in page you work through yourself.
- The next day: How to Map a Process, the worksheet. The four questions on one page, so you can sort the rest of the process yourself.
Not handing over your email? Fair enough. Screenshot the answer above. It’s yours. You don’t need anything else from us to act on it.
Rather just ask? Call (816) 443-0826 and talk to Finn, our AI assistant. He’ll answer questions about what you just sorted and get you on the calendar if you want that. Any hour. He doesn’t take texts.
Or grab 15 minutes. Bring the task you just sorted.
Same address, one more playbook. Your emails stay as they are.
Got it.
Your playbook is on its way to your inbox now. If you don’t see it in a minute, look in Promotions, Spam or Junk.
Found it in Spam or Junk? Tap “Not spam” (Outlook calls it “Not junk”). If it’s in Promotions, move it to your main inbox.
Quickest fix of all: reply to it with a single word. A reply is the strongest signal you can send your email program that you want to hear from us, and it takes two seconds.
Want to go over it with someone?
Clarity Call, 30 minutes, no charge. We go over the result you just got and what to do first. Nothing else is on the agenda.
Or call (816) 443-0826 any hour. That’s Finn, our AI assistant. He can answer questions and book the call for you.
Or keep sorting. It’s still free.