Dashboard · Operations
Task Audit
Every task in the business, who handles it, and what the future state should be.
Total Tasks
0
Automated
0
Handled by skills or agents
Manual
0
Still requires human effort
Automation Rate
0%

What is the Task Audit?

This is the Hormozi exercise: list every single task in your business at the most granular level, then figure out which ones can be automated. It's not "I do marketing" -- it's "I respond to new lead inquiries within 2 hours" and "I post to Instagram 3 times a week." The more specific, the more useful this becomes.

Why it matters

Every task that stays manual is time you're trading for money. Every task you automate with a skill or agent is leverage -- it runs at 100x speed, zero complaints, and a fraction of the cost. This page tracks your progress from a manual operation to an AI-first company. The automation rate is your scorecard.

How to do the audit

1
Brain dump in Claude Code. Open a conversation and say "let's do the task audit." Walk through your entire week -- Monday to Friday, morning to night. What do you actually do with your hands, eyes, and mouth? Max will ask follow-up questions and help you get specific.
2
Categorize and tag. Each task gets a category (Sales, Production, Finance, Admin, etc.), who currently does it (you, Jesy, a skill, nobody), and whether it's automated, partially automated, or fully manual.
3
Define the future state. For each manual task, decide: should this be a skill? A sub-agent's responsibility? Stay with a human? This becomes your roadmap for what to build next.
4
Build and update. Pick the highest-leverage manual task, build the skill (using the Ross Mike method -- walk through it live, successful run, then codify), and mark it as automated here. Watch the automation rate climb.

Quick add

Think of a task while you're away from Claude Code? Use the button below to add it quickly. It won't have all the detail of a full audit session, but it captures the thought so you don't lose it. You can fill in the details later.

"Write down a list of what you do every day. At the most granular level. Don't think chunked up. Take all of the tasks and then look at those tasks and take the first one and put it into AI and say, help me automate this."
-- Alex Hormozi