Admin Automation Checklist for Management Consultants

Workshop & Meeting Intelligence

Reconstructing illegible whiteboard photos into action items
Just voice note your debrief. Christine transcribes owners and deadlines, then formats a client-ready summary doc instantly.
1h 30m/week
Automatable
Typing up raw meeting notes for client distribution
Send a voice memo after the call. Christine generates structured minutes with clear next steps right in Google Docs.
1h/week
Automatable
Building rapport during initial discovery calls
Real connection needs your personal touch and strategic listening skills.
45 min/week
Manual

Logging ad-hoc Slack calls and email reviews to Toggl
Text 'Log 45 mins for Apex Logistics' and Christine updates your timesheet and billing log automatically.
45 min/week
Automatable
Reconciling monthly hours against invoiced amounts
Christine cross-references logged tasks with calendar events to catch unbilled hours before month-end close.
30 min/week
Automatable
Defining scope boundaries for complex strategy engagements
Setting scope requires your expert judgment on deliverables and client constraints.
20 min/week
Manual

Drafting SOW emails and scheduling reference calls
Text 'Draft SOW email to Rachel Yun at TerraVerde'. Christine writes the draft and attaches the file for review.
50 min/week
Automatable
Tracking proposal deadlines and sending reminders
Set a rule: 'Remind me Friday 9am re: Meridian deck.' Christine pings you via iMessage before the Monday due date.
25 min/week
Automatable
Customizing strategic recommendations for specific clients
Tailoring high-level strategy to a client's unique market position is where you add real value.
2h/week
Manual

Reformatting slide decks to match new brand guidelines
Upload brand hex codes. Christine applies formatting rules to charts and text across your Google Slides deck.
1h 20m/week
Automatable
Compiling data from multiple sheets into a master report
Tell Christine to 'Merge Q3 actuals from Sheet A and B into the Master Report tab,' and she handles the data entry.
40 min/week
Automatable
Synthesizing qualitative interview data into insights
Interpreting nuance in stakeholder interviews takes human empathy and strategic context.
1h 30m/week
Manual

Check off automatable tasks above to see how much time and money Christine could save you each month.

Ready to automate your admin?

Christine handles your emails, scheduling, documents, and more — so you can focus on management consultants.

Automatable — Christine handles this for youManual — requires your personal judgment or presenceEstimated weekly time cost for this task