Find repeated work
Look for tasks the team does every week: reports, emails, proposals, onboarding, research, or documentation.
Prompt List the admin tasks we repeat every week.
Prompt Group these tasks by time spent and business risk.
Owners and managers of UK SMEs
Where AI Can Make or Save Money in a UK SME
A useful AI plan starts with work that already costs time or money. The goal is not to automate judgement. It is to speed up repeatable preparation while keeping people in control.
Find commercial drag
Look for delays that cost sales, margin, or service quality: slow follow-ups, late quotes, inconsistent reports, or missing documentation.
Prompt Which delays cost us money or client trust?
Prompt Turn these delays into a priority list.
Set approval rules
Decide what AI can draft, what humans must check, and what should never go into public tools.
Prompt Create approval rules for customer-facing AI drafts.
Prompt List data we should not put into public tools.
Next step
Start with one high-repeat task, one commercial bottleneck, and one clear approval rule.
A workshop turns the idea into usable workflows, templates, and human approval rules for your actual team.