This toolkit brings together Meg McGilvra’s complete approach to using AI intentionally: from the life scan that helps you identify what to hand off, to a step-by-step to help you build your own bot. (Yes, can do it!).
From the Helia Library — based on the article What Can AI Actually Do for You?, from our Coffee Chat with Meg McGilvra.
What’s Inside
Two resources, meant to be used in sequence. Start with the life scan — the starter kit is most useful once you know what you’re handing off.
01 – The AI Handoff List: Meg’s 1-10 Exercise
A step-by-step exercise for tracking everything you do, rating it 1-10, and taking your below-7 list to AI to figure out what it can help with. Use this first — before you chase any tools — to identify exactly where AI should fit into your work.
02 – Build Your Own Bot (Seriously, you can do it!!)
A step-by-step guide to building a Custom GPT loaded with your team’s actual documents — so people can get answers without asking you. Use this when you’re ready to stop being the human search engine for your program, product, or initiative.
When Resources and Templates Aren’t Enough
These tools will help you figure out where AI fits in your work and how to use it well. What they can’t do is help you think through AI strategy at the organizational level, navigate the equity implications for your specific context, or build more complex systems for your team. If you’re thinking beyond personal productivity — or if you’ve tried this and still feel stuck — that’s usually where having a thought partner makes a real difference.
If you’re looking at these questions and feeling stuck — or if you’ve done surveys before and they didn’t lead anywhere — that’s usually where having someone outside the dynamics helps.
