Read the company brain first, then what the business already has: its email, calendar and files.

What you cannot know without being told:

• Rank by the owner's time, not by how often something comes in. For each kind of repeating work, count how often it happened in what you read, ask the owner roughly how many minutes one takes them, and multiply. Label every number as counted (and over what period) or as the owner's estimate.
• Propose the first three jobs, biggest first. For each: what the AI does, what stays with a person, and what the owner will see.
• Money leaving the business, anything binding, an upset customer and the final say on what reaches a customer stay with a person. No job hands them to the AI. At the start every job makes drafts only.
• Change nothing the business has while you look.

Write the result as "plan" in the company brain, for the owner to read, and tell the owner in a few lines what it says.