For beginners

How to use AI at work, if you've never used it

You don't need to "learn AI". Using it at work mostly means typing what you need into an AI chat tool, getting a first draft back, and checking it before you send it. Start with one boring job, not your whole business.

Five steps for your first go

  1. Pick one boring job you do every week. A quote, a reply to an enquiry, a reminder, a chaser for a late invoice. Something you know well, so you can spot mistakes.
  2. Open an AI chat tool. ChatGPT (chatgpt.com), Google Gemini (gemini.google.com) or Microsoft Copilot (copilot.microsoft.com), on your phone or computer. You can start with a free version of ChatGPT, Google Gemini or Microsoft Copilot; each tool sets its own limits, so check its own page.
  3. Paste a prompt written for that job. Our playbooks give you the exact words for each job. Fill in the parts in [square brackets] with your own details.
  4. Check the draft. Read it as if a new member of staff wrote it. Check names, prices, dates and anything that sounds like a rule or a legal point.
  5. Send it yourself, and save the prompt. Next time the same job is quicker.

Good first jobs to try

More ideas, grouped by type: what can AI do for a small business?

What to keep out of AI tools

Don't paste customers' full names, addresses or other personal details into AI tools unless you need to and you've checked the tool's privacy settings. Some of our playbooks say never to paste certain information at all; when a job says that, follow it.

Find the playbook for your business

Trades and home services

Health, beauty and wellbeing

Creative, digital and events

Food, drink, retail and hospitality

Professional services and property

Childcare and education

Community, charity and the arts

Common questions

Do I need to pay for an AI tool to start?

You can start with a free version of ChatGPT, Google Gemini or Microsoft Copilot; each tool sets its own limits, so check its own page.

Do I need to learn how to write prompts?

No. Each job in our playbooks gives you the exact prompt to copy. You fill in the parts in [square brackets] with your own details.

Will the AI send anything for me?

Not in these playbooks. The AI writes a draft; you read it, fix anything that is wrong, and send it yourself.

Can I paste customer details into an AI tool?

Don't paste customers' full names, addresses or other personal details into AI tools unless you need to and you've checked the tool's privacy settings. Many jobs work with first names or placeholders.

What if the answer looks wrong?

AI tools can get facts, prices, dates and rules wrong, so treat every answer as a first draft. Each job has a "check before you send" list for exactly this.