Field Guide
Common business problems and practical AI approaches.
This guide is organized by business problem rather than by tool. Each section describes a common situation, a possible AI-assisted approach, and what still requires human review.
Possible approach
- Create reusable instructions for common email types
- Organize response types by category
- Prepare first drafts with ChatGPT
- Maintain consistent tone across communications
- Keep human review before sending
Human responsibility
Check facts, context, recipients, and sensitive details before sending any message.
Possible approach
- Convert notes into structured summaries
- Identify action items from meeting notes
- Organize content by topic
- Create a standard output format
- Generate a first draft for review
Human responsibility
Review the output for accuracy and completeness before distributing.
Possible approach
- Create shared prompt templates
- Define input requirements for consistent results
- Create quality-control checklists
- Document the workflow clearly
- Provide team training on the process
Human responsibility
Standardized processes still require human judgment for exceptions and edge cases.
Possible approach
- Create repeatable outlines for common content types
- Develop prompt sequences for recurring work
- Use approved examples as reference
- Edit drafts instead of starting from zero
- Maintain a review process before publishing
Human responsibility
All content should be reviewed for accuracy and appropriateness before use.
Possible approach
- Organize existing information into a clear structure
- Create standard summaries from scattered sources
- Build internal reference documents
- Improve naming and file organization
- Use AI to assist with retrieval and synthesis
Human responsibility
Verify that synthesized information is accurate before relying on it.
Possible approach
- Review current workflows to find repetitive tasks
- Identify low-risk use cases for a first pilot
- Select one task and test it carefully
- Train the user before expanding
- Measure whether the process actually improves
Human responsibility
Starting small reduces risk and makes it easier to evaluate results.
Important limitations
AI output is not automatically correct.
AI tools can assist with many routine tasks, but they require careful use. The following considerations apply to all AI-assisted work.