Using AI For My Business

You don’t need a moonshot to see value from AI. With a small cross‑functional “adoption cell” (ops + data + security + a domain owner), you can deliver two pilots inside 90 days. Here are five low‑friction plays that work across industries—each with a clear “what,” “how,” and “what to measure.”

1) BYO‑Data Answering (Sales, Support, Ops)

What: A private, grounded Q&A assistant over your docs, emails, tickets, and wiki.
How: Connect your content sources; index with embeddings; enforce least‑privilege; require citations.
Measure: Answer accuracy with sources, time‑to‑answer, deflection rate.
Tip: Keep raw data in your tenant; run compute to data to reduce leakage risk.

2) Inbox & Ticket Triage (First‑Line Automation)

What: Classify, summarize, and route inbound messages; propose replies with links to evidence.
How: Fine‑tune prompts with your taxonomy; add rules for sensitive intents; escalate on low confidence.
Measure: First‑response time, % resolved without human, customer CSAT.

3) Contract & Policy Copilot

What: Extract key terms, compare versions, flag risks, suggest clauses; produce a signed summary sheet.
How: Ground on your canon (playbooks, past deals); require citations; add “I don’t know” behavior; log all access.
Measure: Review time saved, % auto‑approved clauses, red‑line cycles.

4) Finance Ops Hygiene

What: Reconcile transactions, check invoices vs POs, surface anomalies, draft vendor emails.
How: Read‑only first; track every lookup with a consent receipt; add write actions later behind a second approval.
Measure: Reconciliation time, anomalies caught before close, zero PII spill incidents.

5) Team Knowledge Digests

What: Weekly digests for execs or squads: decisions, blockers, metrics—each item linked to source docs.
How: Calendar + docs + ticketing connectors; prompt templates for each role; mandate source links.
Measure: Meeting time reduced, actionables per week, % items with sources.

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