Start with the work you could do in your sleep
Your best first tasks share a few traits: you do them often, you know exactly what a good result looks like, and they involve more clicking than thinking. Updating records, moving information between two apps, filing documents and assembling a weekly report are classic examples.
Because you know the right answer, you can check the agent's work in seconds. That builds trust quickly and shows you how the agent behaves before you give it anything more ambitious.
Run a one-week task audit
For one week, keep a short note every time you do something repetitive on your computer. Write down the task, the apps involved and roughly how long it took. You do not need precision; you need patterns.
At the end of the week, sort the list by how often each task happened multiplied by how long it took. The top of that list is your delegation shortlist.
- Frequency: daily and weekly tasks beat quarterly ones.
- Clarity: tasks with an obvious finished state are easiest to hand off.
- Low stakes: start where a mistake is easy to spot and easy to undo.
- Multiple apps: copying between systems is where agents shine.
Describe the outcome, not every click
When you hand over a task, describe what done looks like and any rules that matter. "Update the next step for every deal that has not moved in fourteen days, and draft a follow-up email for each, but do not send them" is far better than a list of buttons to press.
If there is a preference you always apply, such as a naming convention or a folder structure, say it once. A good agent with memory will carry it forward.
Use Guide mode for anything you have not done before
Some tasks are rare enough that you are not sure of the steps yourself. Those are perfect for Guide mode, where the agent highlights each click and waits for you. You learn the process, and next time you can decide whether to hand it off entirely.
Review, then expand
After the first few runs, look at the results with a critical eye. Was anything missed? Did the agent pause in sensible places? Adjust your instructions, then add the next task from your shortlist. Most people find that within a couple of weeks, the shortlist has become a routine.