Checklist

Where can an AI help you in your business?

Mark existing tasks. If a task doesn't repeat, it doesn't consume time or has sensitive data that you can't protect, it's not a good first test.

Search for repeated tasks

Clients: Cloud or self-hosted Frequently Asked Questions, Follow-up, Complaints, Long Answers.
Budgets: to explain services, order customer data, prepare initial proposal.
Documents: summarize emails, contracts, internal notes or conversations.
Content: ideas for networks, ad texts, service descriptions.
Decisions: Compare tools, list risks, calculate monthly cost.

Rapid punctuation

Choose a task and rate it 0 to 2 on each point.

Frequency: It repeats every week.
Time: Consume more than 20 minutes each time.
Template: usually follows a similar structure.
Low Risk: You can try without sensitive data.
Human Review: Someone can review before sending or publishing.

Resultados 0-4 wait; 5-7 free trial; 8-10 prepare a template and measure a week.

First recommended test

Choose only one task. Write how it's done today, save two real examples without sensitive data, ask AI for a draft and compare time, quality and errors. If it doesn't improve something measurable, don't pay for a tool yet.

View initial orientation