Practical AI for business“Everyone says AI. What would it actually do for us?”

You’ve heard AI can save hours. You’ve also heard it makes things up, and you’re not sure you want customer details going into it.

Most AI tools are useful for a few specific jobs. I’ll help you find yours, set them up with sensible rules, and tell you plainly where it won’t help.

What I do

Choosing and setting up a tool

Microsoft Copilot, ChatGPT or similar, picked for how you work and set up on business accounts, not personal ones.

Rules about what goes in

A short, plain policy for your staff: what’s fine to put into an AI tool, and what never goes in.

Drafting and summarising

Quotes, emails, job notes and meeting summaries drafted faster, with a person still checking them.

Pulling data out of documents

Invoices, forms and emails read automatically and the details put where they need to go, with a check before anything is relied on.

An assistant that answers from your own documents

Questions about your procedures, price lists or past jobs answered from your files, with the source shown so it can be checked.

AI connected to your own systems

An assistant that can look things up and make changes in your wiki, stock list, task list or job system, through a connector built for it. Read-only until you decide otherwise, a preview of every change before it happens, a confirmation before anything is deleted, and tested against the real system, not a copy.

What never goes in

Some things don’t belong in an AI tool: other people’s personal details, passwords, and anything a client gave you in confidence. Part of the job is setting the tools up so the sensible choice is the easy one.

Where it won’t help

AI is poor at anything that has to be exactly right every time without a person checking, and at judgement calls that need context it doesn’t have. If a plain automation or a better spreadsheet would do the job more reliably, I’ll suggest that instead.

How a job usually runs

  1. A free chat about where the time goes.

  2. A short list of jobs worth trying, and the ones that aren’t.

  3. A written quote for setting up the first one or two.

  4. Setup, the rules written down, and a session showing your team how to use it.

Jobs that touched this

Questions people ask

Is it safe to use AI with customer information?

It depends on the tool and how it’s set up. Business accounts with the right settings keep your data out of training, and some information shouldn’t go in at all. I’ll set it up so it’s clear which is which.

Can an AI assistant work inside our own systems?

Yes, through a connector that gives it the access you choose and no more. I build them read-only first, add changes one at a time with a preview, and keep anything destructive behind a confirmation. More on the software development page.

Will AI replace my staff?

That’s not what I set it up for. The useful jobs are the repetitive ones, drafting, sorting and pulling details out of paperwork, so people spend their time on the work that needs them.

We’re not a tech business. Is this worth it?

Often more so. A small business with plenty of paperwork usually has one or two jobs where AI saves real time. If there isn’t one, I’ll say so.

Tell me what’s going on

A free chat about the problem, then a written quote before any work starts.