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Before taking an AI course, look at your daily work first

In short

The right training often starts with what you’d like to stop doing by hand.

Illustration: daily desk work and AI assistance

When you start using tools like Copilot, Gemini, or ChatGPT seriously, one question often comes up:

“What course should I take to go further with AI?”

It’s a good question.

But it might not be the first one to ask.

Start with what eats your time

Before hunting for a certification, I find it more useful to look at your daily work.

  • What are the repetitive tasks?
  • What do you keep putting off?
  • What takes lots of small steps, copy-paste, checks, or follow-ups?

In a small business or as a consultant, that might mean:

  • sorting through email;
  • spotting messages that need action;
  • drafting replies;
  • summarizing meetings;
  • pulling out next steps;
  • preparing proposals;
  • creating or updating Excel files;
  • generating invoices;
  • sending payment reminders;
  • tracking payments received;
  • finding information quickly in documents;
  • preparing client follow-ups.

These aren’t always flashy tasks.

But stacked together, they can eat a lot of time.

AI isn’t only for asking better questions

Your first use of AI often looks like this:

  • “Summarize this document for me.”
  • “Make me an Excel table.”
  • “Help me write this email.”

That’s already very useful.

But there’s a second step: weaving AI directly into certain processes.

  • For example, instead of opening your inbox several times a day, a system could surface important messages and prepare a summary.
  • Instead of manually checking overdue invoices, a process could flag the ones that need follow-up and draft the reminder.
  • Instead of rereading your notes after every meeting, AI could produce the summary and action list.

You stay in the loop, but you don’t necessarily do every step yourself anymore.

A simple exercise

For a few days, jot down every time you catch yourself thinking:

“I’m still doing this by hand?”

At the end of the week, look at your list.

Then for each task, ask:

  • Can AI help me do this faster?

  • Could this task be automated?

  • Does it really need my judgment?

  • Some tasks will stay manual.

  • Others can be sped up.

  • And a few might almost disappear from your day.

What about courses?

They can obviously be very helpful.

But training becomes much more relevant when you know what you’re trying to improve.

  • If your pain point is Excel, you can go deeper on Copilot in Excel.
  • If it’s email management, you can look at automation tools and agents.
  • If it’s preparing client documents, you can work on your templates, data, and processes.

The question then becomes less:

  • “What AI course should I take?”

and more:

  • “What would I like to stop doing manually?”

From there, it’s much easier to choose the right tools… and the right training.

Tech, simply.