With AI in every news article, how can it be used in your business? We offer this checklist of areas where small businesses are using AI tools to reduce process time and simplify their operations. This is not an exhaustive list, but these are common areas where you can find tools on the most popular AI sites. While we have not tried all these tips, we do use AI tools daily in our operations. Take a look at the tips below and see if they’re helpful to you.
- Finance & Administration
- Automate invoice entry, approval routing, and document capture
- Set up AI-assisted bank and credit card reconciliations
- Forecasting to anticipate cash-flow risks and opportunities
- Sales & Marketing
- Draft proposals, SOWs, pitch decks, and capability summaries
- Automate content for blogs, newsletters, and LinkedIn visibility
- Set up a website AI assistant to help prospects engage 24/7
- Qualify inbound leads and identify high-value prospects with AI agents
- Customer & Client Experience
- Set up an AI chat assistant to answer common questions instantly
- Use AI to summarize emails and surface urgent issues
- Automate work ticket triage, routing, and prioritization
- IT & Operational Efficiency
- Implement an AI helpdesk assistant
- Automate ticket classification and workload distribution
- Use AI to triage technical alerts
- Apply workflow automation to repetitive clerical tasks
- People & Talent Management
- Use AI to create job descriptions
- Use AI-based resume screening
- Autogenerate onboarding checklists and training guides
- Executive Leadership & Strategy
- Use AI to draft board updates, pipeline summaries, and executive memos
- Automate competitive and market research
- Model multiple scenarios for planning
- Build a 90-day AI roadmap tailored to company goals
As an example, if you have MS Copilot, you can ask Copilot to set up an invoice entry and review system in an Excel file that is routed to staff for approvals. The tool can then export the invoice to QuickBooks for processing and payment. If you have an MSP supporting your website and email system, they likely can assist you in setting up new processes.
C Squared Solutions provides interim or fractional CFOs, COOs, and CEO leaders in nearly all industries. We analyze and advise on these issues frequently through sophisticated modeling and experienced management. Give us a call or visit our website for more information and details.
