Write an introduction about you and your business. Tell your AI Platform of choice that you have written an introduction and you want it to remember these facts about you.

Second, ask the AI to interview you (10-20 questions) to fill in any gaps in it’s knowledge about you.

Then be specific about what you ask the AI to do. Vague requests lead to generic responses

Next time you take a load of photos and notes at an event, rather than letting them sit in your camera roll doing nothing, tell the AI some context on the event and paste in your notes and photos and ask it to help with next steps.

Rather than getting AI to write your content from scratch, write a rough draft yourself and ask the AI to refine it with your specific goal in mind but without changing your style. This way your voice stays intact but your message gets refined.

Error messages on your PC, warnings on your printer or even a physical remote control. Take a photo of it and ask your AI how to fix it or what you want to do before contacting your IT Support.

Make sure you have permission first and you can then use AI to review transcripts of your sales calls, tech support sessions etc.

Tell the AI what the goal of the call was and whether you could improve your message, the phrasing or what you missed that you maybe didn’t notice.

I gave the analogy of comparing 2 massive spreadsheets of data from 2 separate pieces of software that didn’t talk to each other but this applies any time you have a large manual task to complete. If you can explain the task and it requires lots of manual processing then AI is a great at working through it for you.

If you find yourself doing a long manual task and wish someone else could do it for you then that could be a good candidate for AI to help.

Next time you have a bunch of forms to complete try asking AI to complete it for you and as long as it knows your information (because you did step 1) then it should be good at doing this for you.

You can take this to the next level of asking it to complete application forms or even giving you a starting point for a client proposal if it has enough context on ones you have written before.

Once you’ve connected your AI to your emails (some are by default). you can ask it to review your inbox for things you might have missed.

I recently had a weeks holiday. When I cam back, even though I had been working on and off for the week, I asked Claude to analyse my inbox for any emails I might have missed replying to that were important and it highlighted a request from a potential client that I had missed and could have cost us £1500+ in work.

Especially if you work mostly solo, you can use AI as a sounding board to ask what you might be missing in your messaging, which customers it sounds good for and which demographics you might be overlooking.

I used it to analyse this presentation and tell me who I was communicating well with and who I might not be reaching with my message and while I couldn’t deliver the perfect session for everyone in the room I hope the back and forth I did with AI helped me ensure the information landed with as many people as possible.

The last item relates to automating your AI. If there are tasks you do regularly and wish you could hand off to someone else then you can set up scheduled tasks on most AI platforms.

I have one that monitors a folder on my desktop and if it sees I’ve added a new Remittance PDF it strips the relevant data out (invoice number, value, customer name etc) and adds them to a spreadsheet ready for me to match with transactions in quickbooks.

This little task only saves me 2 minutes each time it runs but allows me to stay on task and not get distracted every time I see a new remittance and need to add it to the spreadsheet manually.