The best way to start using AI in your job is to start thinking about your tasks. What do you do every day? It’s a simple question but an important one. Breaking down your job into tasks is a great way to begin leveraging AI to help.
Every job is a bundle of tasks. An accountant doesn't just "do accounting." They perform client financial oversight, compliance reviews and filings, cash flow and controls reviews, reconciliations, client communication, and exception handling, often all in the same week. A financial planner meets with clients, monitors investment portfolios, creates customized strategies, drafts plans, and follows up on implementation.
Each of those responsibilities can be broken down even further into discrete, specific tasks. And every task is a potential AI use case. This process of breaking your role into its component parts is called unbundling, and it's the single most effective way to move from "I should probably use AI" to "here are three things I can try AI with this month."
And you don't have to break down your job manually, which would take hours. Custom AI tools, including JobsGPT and CampaignsGPT (built by SmarterX), do this in seconds. Give JobsGPT a job title — or paste in your full job description — and it generates a detailed table of tasks, each with an AI exposure rating, estimated time savings, and a rationale.
CampaignsGPT does the same for workflows, mapping each step and showing where AI can automate, augment, or elevate. What would take hours of brainstorming becomes a ready-made starting point in minutes.
Not every task is a fit for AI. Once you have your list, run each one through these four criteria. If a task matches one or more, it's likely a strong AI candidate:
The goal is simple: spend more human time on high-impact work and less on low-impact work. Offload the mundane stuff, so you can focus on the judgment calls, relationships, and strategy that actually require you.
A long list of possible use cases isn't a plan. To turn it into one, evaluate each task on several factors: exposure level, value and ability.
Exposure level indicates the technical likelihood that current or near-term AI can handle the task. Value is simple: How valuable would it be to automate all or part of this task? Finally, ability: can you actually automate this today, given the AI tools and talent you currently have or could reasonably acquire?
To sharpen your prioritization even further, estimate the time each task takes and how frequently do you perform it? AI doesn’t always eliminate a task entirely, but it accelerates a portion of it, which can save you hours a day, week or month.
You don't need a company-wide AI strategy to begin. Pick one or two high-priority tasks from your list, identify the tool that can handle them (ideally something you already have access to), and run a pilot. The professionals and teams gaining ground with AI right now aren't waiting for perfection. They're unbundling, prioritizing, and experimenting one task at a time.
Learn More at AI Academy
AI for Financial Services provides a complete journey from strategic understanding to tactical execution. The series begins by diagnosing the "administrative tax" and "scalability ceiling" that have historically limited advisors, leaving trillions in mass affluent assets underserved.
It then equips you with the core mental models needed to rethink your strategy, focusing on the shift from "production (human-doing)" to "orchestration (human-directing)" and moving from effort-based accuracy to systems-based outcomes. The series culminates in a hands-on capstone where you will apply frameworks for technology selection, enabling you to turn strategy into action across your organization.