What you can hand off to Will.

Eight tasks that eat up the day of anyone who runs a company or leads a team. Each page shows how Will does it, in which systems, and what you get at the end.

Late ordersLate orders: the reason behind each one, and Will chasing them down.Supplier follow-upWill chases the suppliers. You never ask "any updates?" again."Where’s my order?""Where’s my order?" answered on the spot, with tracking.Emails that become tasksAn email that needs action becomes a task, with an owner and a due date.A report every MondayThe weekly report, ready Monday morning.Check stock before you promiseBefore you promise a date, ask Will.Meeting agenda with what’s stuckThis week’s agenda, with what’s stuck and who decides.Bank reconciliationBank reconciliation done every day, through Open Finance.

Hand the running around to Will

Every task on this list is a job someone at your company does every week: chasing suppliers, answering customers, reconciling the bank, putting together the Monday report. Will does it and tells you when it’s done.

Each page shows the request, the step-by-step in each system, and which teams and industries use it most.

Frequently asked questions

Does Will do the task on its own?

Yes, from start to finish, with a receipt for every step. You decide what Will does on its own and what it brings to you; payments and anything you mark as sensitive always go through you.

Can I turn a task into a routine?

Yes. Describe the routine in your own words, and Will does it every week. You can edit it anytime.

What if the task depends on a different system?

If the system has a login, Will uses it. See all the systems.

Start with what you chase by hand.

Plans tailored to your company. Tell us what takes up most of your team’s day, and Will starts there.

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