01
What AI Can Actually Do Today
A practical overview of the capabilities most relevant to everyday business work.
Examples may include:
- research
- writing
- customer communication
- document review
- data analysis
- meeting follow-up
- reporting
- internal knowledge
- sales support
- administrative work
- workflow assistance
- decision support
The goal is not to make your team technical. It is to help them recognize where these tools are useful
and where they are not.
02
What Your Business Is Already Using
We review the tools and capabilities already present in your business.
This may include:
- ChatGPT
- Microsoft Copilot
- Google Gemini
- Claude
- CRM features
- accounting or ERP tools
- Microsoft 365
- Google Workspace
- Zapier
- Make
- meeting assistants
- marketing tools
- customer service tools
- internal assistants
- existing automations
We discuss what people are using, who is using it, what is helping, what is duplicated, what may create risk, and what you are already paying for but not fully using.
Before recommending something new, we look at what you already have.
03
Where AI Fits in Your Business
We look at how your company actually works.
- Where does your team lose time?
- Where does information get copied?
- Where does follow-up depend on memory?
- Where do customers wait?
- Where do employees repeat the same work?
- Where does reporting take too long?
- Where do people search for the same information again and again?
Then we identify practical opportunities that are relevant to your business.
Sales
Operations
Customer Service
Administration
Leadership
Marketing
04
What Actually Deserves AI
Not every problem needs AI. Sometimes the process needs to be improved first. Sometimes the software you already own can solve the problem. Sometimes simple automation is more reliable. Sometimes these tools can add meaningful value.
KEEP
It works. Leave it alone.
FIX
Improve the process, ownership, or configuration first.
AUTOMATE
The work is repetitive and predictable.
AI-ENABLE
These tools can meaningfully improve the workflow.
REPLACE
A different system may create more value.
RETIRE
Stop spending time or money on it.
The goal is not more technology. The goal is better operations.
05
How Your Team Can Use AI Better
Most employees learn by opening a tool and experimenting. The workshop helps create a stronger baseline.
Depending on the group, we may cover:
- giving better context
- writing better instructions
- reusable prompts
- document analysis
- spreadsheet analysis
- structured research
- meeting follow-up
- drafting
- repeatable workflows
- internal assistants
- evaluating output
- knowing when human review is required
The goal is practical improvement your team can use immediately.
06
Where Your Business Needs Clearer Guardrails
Tool use can spread across a business before leadership has a clear view of what is happening. We discuss
practical considerations around:
- customer information
- confidential business information
- employee use
- approved tools
- account ownership
- human approval
- sensitive decisions
- data handling
- documentation
You do not need a complicated policy to start making better decisions. You need visibility, ownership,
and clear expectations.