Keep product decisions connected to meeting evidence
Connect preparation, meeting analysis and reasoning checks so each discussion updates the next product decision.
A FIELD GUIDE TO AI AT WORK
Good ideas. Better workflows.
Practical recipes for the work your business does every day.
ESSENTIALS / THREE FOUNDATIONS
People. Projects. P&L.
Build the foundations with three practical skills.
Start with what your team does.
Choose your recurring activities to build a starting set.
Audit how buyers find a product through AI search
Review answers to representative buyer questions and use factual gaps to improve public product information.
Test original ad-image variants in controlled experiments
Generate several visual directions, then use a defined experiment to decide which creative merits further testing.
Prepare a bonus calculation from accounting exports
Combine project revenue and expense records into a traceable calculation workbook. Apply the approved allocation rules and separate unmatched items before the accountant reviews the bonus calculation.
Turn an emailed freight enquiry into a quote draft
Extract shipment requirements from an unstructured email, obtain a price from an existing pricing service, and prepare a response for the customer. Keep incomplete requests in a clarification queue.
Suggest useful peer connections within a community
Turn approved introductions and onboarding answers into comparable participant profiles. Suggest pairs or small groups around shared interests, complementary experience, or a chosen learning goal.
Review local redaction before sending records to an external assistant
Use local processing to prepare a reduced version of sensitive business records for further analysis. The workflow separates the original material from the copy proposed for external processing.
Build an action plan for an existing customer relationship
Combine correspondence, meetings, tasks, and product context to identify unresolved tensions in an existing account. Prepare a concrete plan for the account owner to discuss and act on.
Compare franchise performance in an interactive dashboard
Bring franchise operating and financial data into a dashboard that can be explored by partner, territory, month, and year. Use an assistant to prepare the data joins and reporting interface.
Prepare business documents from a CRM deal
Use approved deal information to assemble invoices, agreements, and completion documents. Keep document preparation connected to the deal record while a responsible person reviews and signs the result.
Turn retrospective evidence into a prioritized improvement backlog
Connect feedback and exit interviews to proposed changes. Display impact and effort estimates so the team can choose a small set of improvements and turn them into assigned tasks.
Map data and access requirements before building an automation
For a selected business process, identify the records the assistant needs, where they live, and which roles may read or change them. Turn the gaps into a concrete integration brief.
Create a review queue for unofficial business tools
Use approved subscription records and staff input to identify services used outside the official tool inventory. Summarize what each tool supports so the company can decide whether to adopt, replace, or retire it.
Turn selected automation initiatives into a quarterly delivery plan
Convert a small set of prioritized processes into an implementation plan. Describe the current workflow, the proposed assistant role, human checkpoints, dependencies, and the evidence needed to judge progress.
Decide what to do next with an automation pilot
Use observed pilot runs to choose whether to improve the workflow, share it with colleagues, automate its execution, or keep it limited. Include the time spent checking and correcting outputs.
Keep a reviewable history of assistant decisions
Record the context, reasoning summaries, artifacts, and unresolved factual questions from important assistant work. Use the record to investigate mistakes and preserve reviewed lessons for later tasks.
Allocate cloud spending to accountable teams
Turn detailed billing into an owner-level cost view.
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