Choose the work you need
1. AI, Ordinary Automation, or a Person? Choose the Right Help
Decide where AI, ordinary software, and human judgment fit a business task, using examples and a simple task map.
2. Choose Your First AI Business Project
Choose a manageable AI business project, define success, and test a customer-reply workflow with a reusable pilot brief.
3. Set Your Data and Privacy Rules Before You Upload
Decide what business information an AI tool may receive, check account-specific privacy terms, and record permissions.
4. Set Up an AI Workspace Your Team Can Actually Use
Build an approved reference pack, reusable prompt, review checklist, and reliable place for final business records.
5. Run a 30-Day AI Pilot—and Decide Whether to Keep It
Run a measured AI pilot over 30 days, compare quality and total effort, and decide whether to continue, revise, or stop.
Put this section to work
Start with the first chapter if this is new to you. Bring one real task, use permitted information, and write down the result you want before testing. Keep assumptions separate from observed results.
Use the worksheets for this section to record the work. A completed exercise is preparation for a pilot, not evidence that a live process has succeeded.