Choosing AI tool categories for a small business
Start with the workflow, then evaluate a small number of tool categories across sales, operations, and admin work.
AI writing assistant
Can help draft emails, proposals, and summaries for sales and admin teams.
Meeting summary tools
Can capture action items and decisions for a team to review.
Automation platforms
Can connect systems and reduce repeated copy-and-paste work.
Customer support helpers
Can draft replies and surface knowledge-base material for review.
How to choose
Pick 1-2 workflows with repeatable tasks
Run a time-boxed test with representative data
Measure time saved per person
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