I do not want another AI giving me a beautifully formatted list of jobs for me to do. I want help getting the jobs done.

I use Tekmatix in my own business, and this is why I am excited about the latest Ask AI workspace. Your assistant can work with your contacts, offers and conversations, connect to your other tools and, with your permission, use browser control to work through screens.

As a business and AI educator, the shift I want you to notice is this: you can ask for the finished task, not just advice about the task. It can take on almost any kind of business job where the right tools and access are available. That does not make it infallible, and it does not remove your control over what is sent, published or spent.

What AI should I use?

Start with Ask AI, the inbuilt AI assistant inside Tekmatix. If you do not already have an external AI and do not want another subscription, this is the first place to try. It combines conversation with actions in your business account, with connectors and browser control extending what it can reach.

The prompts below should also work in Claude, ChatGPT, GrokBot or another AI you use, provided you have connected your Tekmatix account and granted the relevant permissions. Each AI has different tools and limits. For many everyday business jobs, Ask AI may replace your need for a separate Claude or ChatGPT subscription. It is not a promise that every specialist feature is identical.

*Tekmatix AI usage applies as a billable consumable. You can find out more about pricing on our public page: AI pricing.

Start by asking what your assistant can do

Log into your Tekmatix account and select Ask AI in the main menu. Start chatting. You can also use Ask AI on your phone through the LeadConnector mobile app, which I cover below.

Instead of learning every menu before you begin, ask your assistant about the outcome. For example, can it build a three-step funnel, connect the checkout and create the follow-up? Always check what is available in your own account, and whether the job uses a direct action or browser control.

Prompt to copy into Ask AI, GrokBot, Claude or ChatGPT

Taking everything you know about me and access to all of the data and systems you already have, use my Tekmatix account and confirm which business and sub-account you can access. Inspect your current tools and permissions. Can you create a three-step funnel, website pages, products and follow-up workflows for this business? Separate what you can do natively, what needs an authorised connector or browser control, and what is unavailable. Do not change anything yet.

Take Ask AI everywhere with the LeadConnector mobile app

This is one of my favourite features, and it is available to everyone on Tekmatix. Ask AI is not just on your desktop. It is in your pocket too, and I use it all the time when I am away from my desk.

All you have to do is download the LeadConnector app and log in with your Tekmatix account login details. That gives you your whole Tekmatix account on your phone.

• Download LeadConnector on the Apple App Store
• Download LeadConnector on Google Play for Android

Once you are logged in, tap Ask AI in your Pinned Apps, or tap the sparkle button in the bottom corner of the home screen. Then just chat to your assistant and get it to do jobs for you wherever you are and whatever you are doing.

For example, you can ask it to:

• Send out an email campaign
• Send out your newsletter
• Tell you what events and appointments you have today
• Tell you what revenue came in and what sales you made today
• Tell you how many enrolments you have in a particular course
• Create a workflow or a funnel for your next launch

You can try a prompt like this from your phone:

Taking everything you know about me and my business from my Tekmatix account, tell me what appointments I have today, what sales and revenue came in today, and how many new enrolments my courses have had this week. Then list the three most important things I should do next.

You can now run your business simply by talking to your Tekmatix account from your mobile app.

Give Ask AI hands with Browser Control

Open Customise (shown as Customize in some screens), then Connectors. Turn on Browser Control or Allow Browser Control, and select Get the Chrome extension. Follow the installation instructions shown in your account. Use the extension linked from your dashboard rather than a lookalike search result.

The Connectors screen explains that, with the Ask AI Chrome extension installed, your assistant can open pages, click, fill forms and complete multi-step tasks in a supported Chromium-based browser, including Chrome, Edge, Brave and Arc. That gives it a way to work through screens when a direct action does not cover the job, inside Tekmatix or another authorised website.

The usage note matters: browser control consumes your usage a bit quicker. It also depends on site access, permissions and the controls the website exposes. It is not a way around passwords, approvals, security checks or a website’s rules.

Connect your other tools, not just your CRM

In Manage Connectors, choose the apps you use and authorise the correct account for each. The connector options include Google Drive, Canva, Google Sheets, Google Calendar, OpenArt, Higgsfield, Google Docs, Zapier, Apify and Composio MCP. Availability and the actions offered can change, so check your own list.

You can also select Add custom MCP. MCP stands for Model Context Protocol. Think of it as a standard connection that lets an AI use permitted tools from another system, rather than only talking about the work.

For Composio, enter this URL exactly:

https://connect.composio.dev/mcp

Composio has a free plan. It lets you organise connections to many tools and business accounts in one place. This can be useful if you use several AIs: connect the tools to Composio, then authorise each compatible AI to use that hub, rather than rebuilding every individual connection in every AI. Account permissions and any further app authorisations still apply.

It is particularly useful when you have multiple businesses, Google accounts or Stripe accounts. Give connections clear names, such as the business and purpose. Tell your AI which business to work in every time. Connecting several accounts does not mean it should mix their customers, money, files or messages. Check Composio’s current allowances and any charges from the tools you connect.

Prompt to copy into Ask AI, GrokBot, Claude or ChatGPT

Taking everything you know about me and access to all of the data and systems you already have, use my Tekmatix account and inspect my authorised connectors. List the business, account name, available read actions and available write actions for each tool. Identify which connections would help manage my inbox, content, bookings and sales. Use existing connections first. If something is missing, guide me through the official connection screen without asking me to paste passwords into chat. Do not connect the wrong business, change payment settings or take any external action.

What jobs can you give Ask AI?

Think beyond writing a paragraph. Ask for the finished business task, with a clear review point. Some jobs use native actions, some need an authorised connector, and others need browser control. Ask AI should tell you which route it can use before promising completion.

Clean your email inbox

Prompt to copy into Ask AI, GrokBot, Claude or ChatGPT

Taking everything you know about me and access to all of the data and systems you already have, use my Tekmatix Conversations inbox and any authorised external email connector to review unread messages from the last seven days. Group customer questions, sales enquiries, newsletters and urgent issues. Draft a tidy-up plan and replies. Do not delete, archive or send until I approve the exact changes.

Add mailing list contacts

Prompt to copy into Ask AI, GrokBot, Claude or ChatGPT

Taking everything you know about me and access to all of the data and systems you already have, use my Tekmatix form submissions and existing contact records to identify people who explicitly opted into marketing but are missing from my mailing list. Check consent and duplicates, show the proposed matches, then wait for my approval before adding the correct tags. Never treat every contact as a subscriber.

Create smart lists

Prompt to copy into Ask AI, GrokBot, Claude or ChatGPT

Taking everything you know about me and access to all of the data and systems you already have, use my Tekmatix contacts to find opted-in non-buyers who have enquired about my current offers. Check payments and subscriptions before classifying anyone as a non-buyer. Propose a smart list with the filters and contact count, excluding DND, unsubscribed and bounced contacts. Wait for approval before saving it.

Create and send helpful emails

Prompt to copy into Ask AI, GrokBot, Claude or ChatGPT

Taking everything you know about me and access to all of the data and systems you already have, use my Tekmatix products, current offers and recent customer questions from emails, DMs and support tickets to draft a useful educational email. Choose a relevant verified offer and link. Show me the subject, preview text, complete body, consent-based audience and count. Do not send or schedule until I explicitly approve that exact email and audience.

Answer emails and DMs

Prompt to copy into Ask AI, GrokBot, Claude or ChatGPT

Taking everything you know about me and access to all of the data and systems you already have, review unanswered emails and social conversations, including Facebook and Instagram DMs, in my Tekmatix account from the last seven days. Read each contact’s history and use my approved policies and offers to draft a personal reply. Show recipient and channel. Flag complaints, legal issues and refund requests for human review. Send nothing yet.

Create appointments and reminders

Prompt to copy into Ask AI, GrokBot, Claude or ChatGPT

Taking everything you know about me and access to all of the data and systems you already have, use my Tekmatix contacts, consultation history and connected calendars to identify leads who requested a call and have not booked. Find suitable available slots in my account timezone. Show the contact, purpose, date, duration and reminder plan for approval before creating an appointment or sending an invitation. Do not double-book anyone.

Build funnels and websites

Prompt to copy into Ask AI, GrokBot, Claude or ChatGPT

Taking everything you know about me and access to all of the data and systems you already have, use my Tekmatix products, offers, brand voice and the questions in my emails, DMs, comments and consultation transcripts to prepare a three-step funnel for my most relevant current offer. Create a sales page, checkout and confirmation page as drafts where supported. Explain whether full website work needs browser control. Use verified prices and links, test the journey and show previews before publishing.

Create automations

Prompt to copy into Ask AI, GrokBot, Claude or ChatGPT

Taking everything you know about me and access to all of the data and systems you already have, inspect the existing workflows in my Tekmatix account and the journey for the draft funnel. Map purchase, delivery, follow-up and abandoned-checkout steps without duplicating existing automations. Explain which parts you can build natively and which need browser control. Build only as inactive drafts after I approve the plan, test with a test contact, and wait for approval before activation.

Manage your customer journey and pipeline stages

Prompt to copy into Ask AI, GrokBot, Claude or ChatGPT

Taking everything you know about me and access to all of the data and systems you already have, review open opportunities in my Tekmatix account, their recent emails, notes, call transcripts and bookings. Group them by stage and identify stalled leads. Propose sensible stage changes and follow-up tasks with evidence. Do not mark a deal won or move it just because an email sounds positive. Wait for approval before updating records.

Create products

Prompt to copy into Ask AI, GrokBot, Claude or ChatGPT

Taking everything you know about me and access to all of the data and systems you already have, read my existing Tekmatix products, offers and approved sales materials. Prepare a draft product for the offer that is ready to sell, reusing its verified name, price, currency, tax treatment and delivery details. Flag anything missing. Do not invent pricing, duplicate a product or activate a checkout without approval.

Create and set up your course portal

Prompt to copy into Ask AI, GrokBot, Claude or ChatGPT

Taking everything you know about me and access to all of the data and systems you already have, use my Tekmatix course products, existing lessons, authorised training files and support questions to prepare a course portal structure. Organise modules, lessons and learner instructions using content I own. Show the proposed access rules, offer mapping and welcome process. Build drafts where supported, but do not enrol students, publish lessons or change access until approved.

Create and schedule social media content

Prompt to copy into Ask AI, GrokBot, Claude or ChatGPT

Taking everything you know about me and access to all of the data and systems you already have, use my Tekmatix offers, products, brand voice and the questions in my emails, social conversations, comments, DMs, support tickets and call transcripts to create 28 days of useful on-brand posts. Prepare one post per day for each connected social account, adapted to its format. Put the CTA in the first comment where supported. Show the calendar, captions, creative, comments, links and times for approval before scheduling.

Prepare for a customer call

Prompt to copy into Ask AI, GrokBot, Claude or ChatGPT

Taking everything you know about me and access to all of the data and systems you already have, find the contact for my next booked consultation in my Tekmatix account. Summarise their emails, DMs, notes, purchases, support history and previous call transcripts. List unresolved questions and relevant current offers. Separate recorded facts from assumptions. Do not edit their record or message them.

Follow up unpaid invoices and inactive students

Prompt to copy into Ask AI, GrokBot, Claude or ChatGPT

Taking everything you know about me and access to all of the data and systems you already have, use my Tekmatix invoices, payment records and course progress to produce two separate lists: genuinely overdue invoices, and enrolled students who have stopped progressing. Draft helpful, appropriate reminders using verified payment or login links. Exclude disputed invoices and protected contacts. Show recipients and exact messages for approval, and send nothing yet.

Produce a useful business report

Prompt to copy into Ask AI, GrokBot, Claude or ChatGPT

Taking everything you know about me and access to all of the data and systems you already have, use my Tekmatix contacts, opportunities, appointments, payments, campaign results and Social Planner data to summarise the last full month. Show leads, bookings, recorded sales by currency and content performance. Give the date range, identify missing data and suggest three next actions. Do not invent metrics or change anything.

These examples adapt practical ideas from our original Ask AI guide and ChatGPT MCP connection guide. The newer prompts add account-data research, permission checks and review points, so you do not have to copy customer data between tabs.

Save repeatable jobs as Skills

Go to Customise > Skills, then select the + button. A skill is a reusable set of instructions describing how you want a job done. It is the same general idea as skills in Claude, ChatGPT and GrokBot. You can copy useful skills, tasks and routines into Ask AI, but check the tool names, account access and scheduling support rather than assuming they transfer perfectly.

Tekmatix already holds your contacts, funnels, pipelines, products and conversations. That makes it a useful home for skills that turn customer knowledge into personalised content and helpful follow-up.

Here are two complete starter skills. Copy one into a new skill, give it the name shown, and review its permissions before the first run. Creating a skill does not automatically create a daily schedule.

Starter skill 1: Daily social content, always four weeks ahead

Prompt to copy into Ask AI, GrokBot, Claude or ChatGPT

Taking everything you know about me and access to all of the data and systems you already have, use my Tekmatix account as my source of truth and act as my on-brand social media content creator.

GOAL: Maintain at least 28 days of scheduled content, with one post per day on every connected social account that supports the required format.

1. Confirm the business, sub-account, account timezone and connected social profiles. Read my saved brand voice, brand assets, products, services, current offers and approved promotions. Use verified prices, dates and links. Never ask me to retype company information already accessible. If a critical detail is genuinely unavailable, flag it rather than inventing it.
2. Research the last 90 days of emails, social conversations, comments, DMs, support tickets and call or consultation transcripts in my Tekmatix account using available authorised access. Identify real questions, objections and useful teaching topics. Do not publish customer names, private details, screenshots or attributed stories without permission.
3. Inspect Social Planner, including drafts and scheduled posts, before creating anything. Maintain a ledger with business, profile, local date, time, topic and post ID. Do not create duplicate daily slots or recreate posts already scheduled. Preserve existing approved content.
4. Mix practical education, helpful answers, relevant products and services, verified promotions and invitations to take the next step. Tie the content to my actual offers without making every post a sales pitch. Adapt captions, creative and format for each platform. Do not invent testimonials, scarcity or results.
5. Put the CTA and verified link in the first comment where the platform and planner support it. Check comment length limits. If first comments are unsupported, do not pretend one was scheduled: propose an appropriate alternative for that profile and flag it for approval.
6. Prepare the initial 28-day calendar and exact captions, visuals or creative briefs, alt text, first comments, profile names, links and local schedule times. Show these for my approval. Do not publish or schedule unapproved content. After I explicitly approve the exact batch and destinations, schedule only that batch and verify each saved post ID and time.
7. Use Ask AI Scheduled, where available, to propose a daily review in my account timezone. Obtain my approval for its time and scope before enabling it. Each daily run checks all 28 future days for gaps, removes expired offers from proposed content, prepares only the missing slots and requests approval for the exact new batch before scheduling. Do not create multiple recurring jobs. A saved skill alone is not a schedule.
8. Stop and report if an account is disconnected, a permission is missing, a link fails, the scheduler cannot save, a promotion has expired or the permitted usage is insufficient. Do not bypass any restriction. Report what was researched, drafted, approved, scheduled and still blocked, with the verified number of days ahead for each profile.

Starter skill 2: Helpful non-buyer outreach, maximum 50 emails a day

Prompt to copy into Ask AI, GrokBot, Claude or ChatGPT

Taking everything you know about me and access to all of the data and systems you already have, use my Tekmatix account as my source of truth and act as my helpful lead generation and personalised outreach assistant.

GOAL: Work through eligible non-buyers already on my list, offering genuine help and an appropriate next step. Send no more than 50 approved outreach emails per calendar day across this business, not 50 per list or per run.

1. Confirm the business, sub-account, sending identity and account timezone. Read my brand voice, current offers, products, services, approved educational resources and available booking calendars. Use actual account data rather than asking me to paste it.
2. Review the entire contact database with pagination, saving a resume cursor and an eligibility ledger so later runs continue from where the last run stopped. Check current subscriptions, purchases and payment history before calling someone a non-paying contact. Exclude paying customers and anyone whose payment status is unclear.
3. Include only existing contacts with recorded permission to receive this type of marketing. Skip DND, unsubscribed, suppressed, bounced, invalid or complaint contacts, people who asked not to be contacted, staff, suppliers, duplicate addresses and contacts with an unresolved sensitive support or billing issue. Do not scrape, buy or import new addresses. If consent cannot be verified, do not send.
4. Read each eligible contact’s emails, social conversations, comments, DMs, support tickets, notes and call or consultation transcripts available in my Tekmatix account. Personalise using relevant business context, never private or sensitive details. Do not pretend we know information that is not recorded.
5. Check all recent outbound campaigns and conversations. Do not send this outreach to the same contact more than once within 90 days. Also skip anyone who received another marketing email in the last seven days, is already in an active sales conversation, has booked a call or has replied since the last review. Recheck eligibility and replies immediately before sending.
6. Draft a short, useful email that answers a genuine question or shares a relevant verified resource. Offer my existing free strategy call only if I actually offer one, capacity is available and the booking link is verified. Otherwise suggest the most relevant current product, service or appropriate next step. Never invent a free call, discount, promise or deadline. Include the required business identity and working unsubscribe mechanism. Honour applicable marketing laws and my sending-domain requirements.
7. Show me each recipient, the evidence for eligibility, subject, complete personalised body, resource link and CTA. Obtain my explicit approval for that exact daily batch before sending. Use no more than 50 eligible recipients in total for the local day, or a lower account limit where applicable. This skill itself does not grant permission to send.
8. After approval, send only the approved messages through the correct account. Use a unique contact-and-campaign key, check today’s log before each send and never retry an ambiguous send until its delivery status is checked. A reply, opt-out, complaint or changed customer status stops outreach for that contact immediately.
9. Add a dated contact note and append the tag lead-outreach-reviewed or lead-outreach-sent as appropriate, preserving all existing tags. Log the message ID, campaign key, resource, CTA and next eligible date. Never claim a note or tag was saved if the tool did not confirm it.
10. Use Ask AI Scheduled, where supported, to propose one daily eligibility review and draft run in my timezone. Ask me to approve the time and scope before enabling it. Daily scheduling must not bypass the exact-message approval gate. If no eligible contacts remain, send nothing and report it.
11. Stop sending and report if there is a complaint, unusual bounce pattern, broken unsubscribe link, missing consent, unavailable connector, unclear payment data or sending-limit warning. Do not replace failed sends with unapproved recipients. End each run with reviewed, excluded, drafted, approved, sent and failed counts, links to records, the saved resume cursor and any action needed.

Use Scheduled for daily work, not wishful thinking

The Ask AI workspace includes Scheduled. Use it to set supported jobs to run at a chosen time. Confirm the timezone, recurrence, access and review process, then check the saved schedule and first result. A connector is a connection, a skill is instructions, and a schedule is what triggers a supported repeat job. They are different things.

For the social skill, the daily run checks whether you are still four weeks ahead and prepares missing posts. For the outreach skill, it reviews eligible contacts and prepares up to 50 personalised emails. Both keep you in control of what is actually published or sent. If your account does not support the full repeated action, ask it to explain the gap rather than claiming it will happen.

Templates give you a starting point

Open Templates in the Ask AI menu. These are ready-made starting prompts and guided tasks, so you do not need to invent every instruction. Categories include Communication, CRM, AI Agents, Integrations, Commerce & Payments, Social Media, Sales, Marketing and Memory.

Example templates include:

• Scan your website to generate a brand voice.
• Create a pipeline with stages and add the first deal.
• Connect Google Calendar and create a booking calendar.
• Link Facebook pages to Social Planner.
• Connect Facebook Messenger and Instagram DMs.
• Build a Facebook lead capture flow.
• Create a Conversation AI agent trained on your business profile and website.
• Configure a Voice AI agent using conversation analysis.
• Create a Review AI agent and connect Google.
• Guide phone-number purchase and regulatory requirements, or US brand and SMS campaign registration. These can involve charges, documents and carrier approvals, so review them before proceeding.

A template is a head start, not permission to spend money, publish content or send a message. Read what it proposes and check the destination business before you approve it.

A few sensible rules make this much more useful

• Ask it to use your account data. Emails, DMs, comments, support tickets and call transcripts tell it what people actually need. Give only authorised access and respect customer privacy.
• Name the business. Especially when several Google, Stripe or CRM accounts are connected.
• Request drafts and tests first. Review links, prices, dates, personalisation, mobile layout and the complete customer journey before anything goes live.
• Keep important decisions with you. Require explicit approval before messages, public changes, deletion, payments, refunds or permission changes.
• Check the result, not just the confident answer. Ask AI can make mistakes. Request record IDs, saved links, previews and a clear list of anything blocked.
• Watch usage. Ask AI is built in, but AI usage is billable. Emails, SMS and calls can also incur usage charges. Browser control can use your allowance faster.

Start with one job you do not want to do again

You do not need to set up everything today. Open Ask AI, give it one real task and ask it to show you what it can do with the access you have granted. Then turn a useful repeat job into a skill.

All you have to do is ask your AI inside Tekmatix to get the job moving. It can do the work through the tools available to it, then you check and approve the important parts. That is a very different way of running a business from spending your week learning where every button lives.

Already a customer? Bring your questions to the free daily training calls with a Tekspert. You can share the job you want your assistant to do and get help with the setup.

If you already use another AI, keep what is useful

I talked about this back on 21 July 2026 in my ChatGPT Work tutorial: keep your reusable business instructions somewhere you control, so you can use them across tools. The same principle applies here. You do not have to rebuild good instructions from scratch just because you are trying Ask AI.

Sarah x