You use AI to help you write, think and answer questions. But every time you want to move forward, you have to find a file, copy an email, explain the project again and take the answer somewhere else.

AI does part of the work. You do the carrying.

For me, the big step comes when you connect AI to your working environment. It can consult the materials it needs, retain useful context and prepare an action in the right place. You stop being the person responsible for moving information between applications.

These are the pieces I would put together. I would start with those that solve a specific problem and expand as I used them.

1. An agent: the model within a working system

The model provides the ability to interpret, reason and generate responses. To keep working over time, it needs something around it: instructions, tools, context and a way to carry out tasks. That combination is often called a harness. I prefer to explain it as the AI's working system.

An agent can receive a goal, consult information, use tools and review the result. Its autonomy depends on how it is configured: it carries out some steps on its own, while others require your decision.

One well-organised agent is enough to start with. It would have a clear role, a defined scope of access and three elements:

  • Memory: facts and decisions worth keeping between conversations. Your preferences, active projects and agreements that still apply. With the option to correct and delete them.
  • Skills: reusable procedures for recurring tasks. How to prepare a report, check a deliverable or choose a format. Saving a procedure avoids having to explain it from scratch; you still need to check that it is followed.
  • Connections: the tools it uses to consult information and act in your applications.

There is no need to fill its memory with your entire history. What matters is keeping what is relevant and retrieving the right document when it needs it.

2. A computer where it can get things done

To create a website, transform files or write a program, AI needs an execution environment. This could be your computer, a virtual machine or a remote environment set up for that project.

That access may allow it to read and write code, run tests, convert documents or generate a file you can open and use. A task such as “turn these spreadsheets into a report” then has a concrete deliverable.

I would start with a project folder and test materials. The AI works there and saves versions you can recover. The rest of the computer stays out of scope until broader access is needed.

A virtual machine helps separate environments, but it also needs configuration, updates and permissions. The decision depends on the data, the tools and the work you want to delegate.

The result has to be verifiable: the program opens, the document exists and the operation produces what you asked for. The AI saying “done” is no substitute for checking.

3. A simple channel for assigning work and receiving results

Even the best tool becomes less useful if every assignment means opening a console, remembering a path and pasting five instructions.

Telegram, WhatsApp or a dedicated app can serve as a communication channel when the chosen system supports connecting them. Ease of setup, available features and terms of use vary between platforms.

What I would ask for is simple: send a message or voice note, attach a document and receive the result in the same place. I would also want to be able to revise the assignment and know whether it is still working or has stopped.

The channel must identify who is allowed to give instructions. A forwarded message or an attached document may contain information, but it should not gain the authority to change the agent's permissions.

Your phone then becomes a command centre. You can assign work without sitting at your computer and use the computer screen for reviews that really need it.

4. Reading email: finding what you already know is there

Email accumulates decisions, documents and commitments. Without access, you have to locate each message and copy it into the chat.

A connection with read access lets you ask things like: “Find the email where we agreed on the date”, “Summarise what is still outstanding with this supplier” or “Find the document they sent me last week”.

Access can be limited to an account, a folder or a set of messages, depending on what the integration supports. It also matters whether it can read attachments and how much history it consults.

I would keep reading and sending separate. Being able to find an email does not require being able to reply to it. And when summarising a commitment, the agent should let you return to the original message: who said it, when and on what terms.

In professional work, another question comes first: what content may leave the email service and reach the model provider? Technical access has to fit the obligations that apply to that data.

5. Calendar: checking availability and turning decisions into scheduled time

Reading the calendar helps identify gaps and conflicts. Being able to modify it allows “block out an hour for me to finish this” to become a real block of working time.

The connection must distinguish between creating a personal appointment, changing a meeting and inviting other people. Each operation has different effects.

A meeting requires some basic details: date, time zone, duration, attendees and a location or link. If a missing detail changes the meaning of the request, it needs to be resolved. Then you need to check that the event ended up in the right calendar.

I would set a simple rule: what it can schedule on its own, which changes require confirmation and which events it must not move. That way, the calendar helps organise the day without becoming another source of surprises.

6. Selected files: working from the source, rather than pasted fragments

A carefully chosen folder can be more useful than unrestricted access to the drive.

The agent can consult a project's documents, compare versions and prepare a response grounded in the original material. To do that, it needs to recognise which file is current and where to save new deliverables.

I would separate originals from outputs. Read access for documents that must remain intact, and write access to an output folder. I would expand permissions when a specific task justified it.

If the files are in a cloud service, I would check what access the connection actually offers: searching by name, reading content, downloading attachments and editing documents are different capabilities.

What matters is being able to ask “where did you get this from?” and retrieve the file and the relevant passage.

7. An email address of its own for authorised deliveries

An email address of the agent's own can be used to send you reports, documents or notifications. It can also deliver results to specific authorised accounts.

It makes sense to define what it is used for, who it may write to and what information it may include. If the system supports a technically enforced list of allowed recipients, that is better than relying solely on a written instruction.

Sending a report to your usual address and replying to a client on your behalf are different assignments. The sender details and signature must reflect who is sending the message and who is responsible for its content.

Before trusting the workflow, I would run a complete test: prepare a harmless deliverable, send it to a test account and check that it arrives correctly. Then I would test that an unauthorised recipient is rejected.

An account of its own can also receive information, but not every incoming message should automatically become an instruction.

8. Voice: taking the keyboard out of many conversations

I want to be able to explain an idea, revise a task and ask about a result without typing everything. That requires speech recognition, spoken responses and a channel that brings them together.

There is an important difference between sending voice notes and having a live conversation. With notes, each audio recording is a message. In a call, silences, latency, the ability to interrupt and knowing when the agent is still working all matter.

I would ask for conversation and task execution to be able to run alongside each other. If a task takes time, I want to be able to ask how it is going or talk about something else without losing the previous assignment.

For sensitive data, visual confirmation can still be useful. Speaking naturally does not remove the need to check a recipient, an amount or an instruction that has been transcribed incorrectly.

9. Tasks and reminders: keeping an assignment alive beyond the conversation

Connecting tools is not enough if the work drops out of the agent's attention as soon as the topic changes.

Every outstanding assignment needs a status: what was requested, who is carrying it out, what result is still missing and when it should be checked. Scheduled tasks serve recurring work; completion notifications and reviews of outstanding tasks help collect deliverables and detect stoppages.

Here I would insist on a real test: interrupt a trial task and check that the system detects the stoppage and passes the matter back to someone who can resolve it. Having a reminder configured does not prove that the workflow works.

Productivity includes bringing assignments to completion. If I have to ask three times whether something is finished, part of the coordination work is still falling to me.

10. The applications where the work ends up

Next would come the connections specific to your work: a project management tool, a database, a notes system or the application where you prepare quotes.

I would choose each one by asking: which manual transfer will I no longer have to make?

If the result needs to end up in a record, a shared document or an assigned task, connecting that destination makes sense. First, I would check whether the integration can read, create and update exactly what is needed, and how to undo an action if something goes wrong.

I would also ask for visibility into usage and costs: subscriptions, API charges and additional services shown separately. Connecting more tools can increase useful work, spending and the opportunities for mistakes alike.

Where I would start

My first version would have:

  • an agent
  • a project folder
  • a communication channel
  • a task log

Then I would add read access to the necessary files and emails. Calendar access and sending would come with clear rules about what it can do on its own.

Voice would come when I needed to step away from the keyboard. The other applications would follow when they saved a step I actually repeat.

I would not look for the biggest collection of connections. I would look for a complete workflow that worked: ask for something, give it access to the right material, receive a deliverable and check that it ended up where it was supposed to.

A connected AI can do much more. A well-organised AI means you have to do less.

Text by Roberto Ortega, prepared with AI editorial assistance. The Norwegian and English editions are editorial adaptations of the Spanish original.