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Set up AI for small business admin

Let's do this one step at a time. Tick them off as you go.

Pick a business-grade plan
Business and team plans from the major assistants usually add admin controls and commitments about how your data is handled. Read the data terms before you upload customer information.
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Keep your records in proper software
AI drafts; your accounting and CRM software keeps the records. If you don't have them yet, see our sister site's comparisons of invoicing and team tools.
Compare invoicing software
Build a prompt library
Save the requests that work well, such as a quote cover letter, a late-payment reminder or a job advert, so anyone in the team can reuse them.
Set a review rule
Agree that a person checks anything sent to a customer, and anything involving money, contracts or employment, before it goes out.

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