If you’re a small business leader wondering how to get started with AI, you’re not alone. During our recent AI in Action webinar, we heard loud and clear: the biggest hurdle is simply knowing where to begin.
That’s why we shared a list of 10 practical AI tasks that any team can try today—no technical background required. These tasks are designed to help you save time, improve client experience, and boost productivity across roles. Watch the two minute segment from the webinar here.
Top 10 AI Tasks to Try First
- Recap a Meeting Let Copilot track key topics and action items so you can stay focused—and skip the recording later.
- Draft an Email from Meeting Notes Turn your meeting recap into a personalized follow-up email with tone and length control.
- Summarize an Email Thread Catch up on long, complex email chains instantly with a single click.
- Summarize a Document Focus on what matters by asking AI to pull key points from lengthy files.
- Get Up to Speed on a Topic Ask AI to gather insights from emails, chats, and files to help you understand a project or trend.
- Generate Creative Ideas Need a tagline, agenda, or social post? AI can brainstorm with you.
- Find What Someone Said Vaguely remember a comment? Let AI search across your communications.
- Translate a Message Communicate across languages with instant translation support.
- Draft Emails with Tone Control Adjust tone, length, and style to match your audience and intent.
- Organize Your Day Use AI to prioritize tasks, schedule meetings, and stay on track.
Why These Tasks Matter
Each of these tasks supports the KPIs that drive client experience:
- Faster response times
- More personalized communication
- Standardized processes
- Greater efficiency across roles
Whether you’re in sales, marketing, customer service, finance, or operations, these AI tasks can help you deliver more value with less effort.
Ready to Try?
Start with one task. See the impact. Then build from there.
And stay tuned—our next webinar will explore AI + Security, where we’ll dive into how AI can both strengthen and challenge your cybersecurity posture.