Things people actually ask at work
What am I forgetting?
The renewal that was going to be a task. The follow-up you promised in a meeting. The document that is still in Downloads. You know something is loose.
Organize
What WagonWorks does about it.
Describe the follow-up you need and ask for a Planner task. Review the proposed task before confirming it. For a file move, check the proposed destination first, then inspect the result after approval.
Before · Loose ends
- Meeting notes · “I’ll send the COI by Thursday”
- Downloads › signed_W9.pdf
- Keller Farms renewal · no task
- Sticky note · “call Dana back”
The question
“What am I forgetting?”
After
A proposed task, waiting for your approval
- You asked: “a task to send Keller Farms the COI by Thursday”
- Planner task created only after you approve it
Fictional demonstration. The names and files are made up.
How
It works with the Microsoft 365 your business already uses.
03
Turn a follow-up into a task.
Describe the work, review the proposed Planner task, and confirm when the details are right. Check the result to see whether it was created.
It only sees what you can already see.
It runs on each person’s own Microsoft sign-in. Your files stay in your Microsoft 365; it sends the AI only the excerpts it needs for an answer, and a person approves anything that sends or saves.
Who asks this most
The trades where this question costs the most.
Or take in the whole map at who it’s for.
Next question
Things people also ask.
Find
“Where did we put that?”
The signed certificate is somewhere. Teams, an email attachment, a folder someone renamed in March. Three people are looking, and the client is on hold.
Find
“Which one did we send?”
Proposal FINAL.docx. Proposal FINAL 2.docx. Proposal Final-MarkEdits.docx. Proposal ACTUAL FINAL.pdf. The client has one of them, and nobody is certain which.
Catch up
“What happened while I was gone?”
Two days out and the inbox is a wall. Somewhere in it is the one reply that changes what you do first this morning.