We share practical, step-by-step guides for using AI in recurring business tasks. Choose the situation you are currently addressing.
Our guides provide concrete blueprints detailing prompt structure, safety rules, and human review.
Guide 01
Focus: Using AI as a preparation and control assistant for payroll processes.
Core concept: A human payroll specialist remains in control of the final output, using AI only to check inputs, format documents, and double-check logic.
Safety: No financial, tax, or legal decisions are made by AI. No raw payroll data or client names are shared without complete anonymization.
Guide 02
Focus: Turning raw client communications (chat history, transcripts, emails) into a structured brief.
Core concept: Help structure requirements, extract key client objectives, highlight constraints, and flag ambiguous items needing clarification.
Safety: Make sure chat records and customer names are anonymized before pasting them into any public AI tools.
Guide 03
Focus: Initial filtering of inbound client inquiries to draft project scopes and action plans.
Core concept: Extract the prospect's main needs, evaluate them against your business criteria, identify missing details, and draft an initial response outline.
Safety: Keep client details anonymized. Final commercial reviews and outreach must be manually checked and sent by a human.
SUPPLEMENTARY GUIDE
A general guide for mapping processes, defining human and AI roles, and preparing your first step. Use as an optional reference alongside a specific guide.
I can help you adapt a guide to your real process, test it safely on anonymized examples, and set it up together in person or over Zoom.