AI use cases for small businesses

193 sourced examples. Filter by area, industry, difficulty or tool — or search. Every card leads to a step-by-step playbook with the original source.

193 use cases

Finance & adminBeginnerAccounting & bookkeepingHas numbers

Let AI capture and code receipts before they reach the ledger

An accountancy firm in Poole wanted client documents sooner. An AI assistant made sending receipts easy enough for clients of all ages, and it suggests corrections that bookkeepers …

BKB Accountants · UK

Customer supportBeginnerHealth & wellnessHas numbers

Add an AI chat agent in front of a busy phone line

A spa business that has operated since 1996 had an overloaded call centre. It added live chat with an AI agent on its website that answers routine service questions in real time and …

Bella Santé

Documents & knowledgeBeginnerProfessional servicesHas numbers

Review and draft contracts with an AI assistant inside Word

A legal AI tool lets lawyers draft and review contracts inside Microsoft Word, spot issues and compare terms against the market. It is used for a very high volume of reviews each month.

Spellbook (used by law firms)

Marketing & contentBeginnerTravel & eventsHas numbers

Cut first-draft time for marketing content in half

A tiny-house ecotourism company uses AI for first drafts of marketing content, idea generation from campaign briefs, research checks, meeting notes and summaries of long email threads.

Big Tiny · Southeast Asia

Sales & leadsBeginnerAutomotiveHas numbers

Capture after-hours leads with AI-assisted live chat

The owner of an automotive repair business knew each lead in his sector was expensive and he couldn't afford missed chats. He added a chat service combining an AI chatbot with live …

ECU Repairs

Documents & knowledgeBeginnerTherapists & mental healthHas numbers

Draft therapy intake and supervision notes with an AI scribe

A clinical psychologist in Singapore uses an AI scribe to transcribe and structure intake, session and supervision notes, then reviews and edits them.

Dr Siew Soon (clinical psychologist) · Singapore

Operations & inventoryBeginnerProfessional servicesHas numbers

Use an AI notetaker to speed up follow-ups after client calls

A coach who didn't think she needed an AI notetaker now uses one to stay present in coaching and sales conversations. Follow-up drafts arrive about 70% done and she adds nuance.

Allenatore Coaching

Sales & leadsBeginnerProfessional servicesHas numbers

Get proposals to a 90% draft with AI

The COO of a promotional-products company told lawmakers that AI quickly generates proposals to a 90% complete draft.

Sonic Promos · US

Phone & bookingsBeginnerSalons & beautyHas numbers

Let an AI receptionist book, move and cancel beauty appointments

A beauty salon in Leyton, London used to stop treatments to grab the phone. An AI receptionist connected to the diary now books, moves and cancels appointments and passes messages to …

Essence of Beauty · UK

Phone & bookingsBeginnerHealth & wellnessHas numbers

Never miss a booking call when you work alone

A solo physiotherapist couldn't pick up the phone during sessions, yet many patients preferred calling with questions before booking. An AI receptionist now answers instantly with …

Native Physical Therapy · US

Phone & bookingsBeginnerHealth & wellnessHas numbers

Answer 35+ daily calls at a vet clinic with an AI receptionist

A small vet clinic owner was worried AI would miss information, but needed calls answered while she was in surgery. An AI receptionist customised for her clinic now answers, gathers …

The Pet Pad

Operations & inventoryBeginnerE-commerceHas numbers

Find and summarise feedback buried in months of email

An e-commerce manager needed feedback from colleagues testing new website features, scattered across hundreds of emails from six months earlier. An AI assistant found and summarised it …

The Rider Firm · UK

Operations & inventoryBeginnerAutomotiveHas numbers

Speak your process aloud and turn it into SOPs with AI

A Milwaukee auto recycler's CEO talks through tasks on her phone while doing them, has AI turn that into standard operating procedures, and put all SOPs into a shared notebook staff …

Select Auto Parts & Sales · US

Sales & leadsBeginnerE-commerceHas numbers

Use FAQ and greeting chatbots to lift online sales

An Italian natural hair-care brand consolidated two customer service apps into one and set up chatbots to greet visitors, gather information and answer frequently asked questions.

Procosmet · Italy

Operations & inventoryBeginnerProfessional servicesHas numbers

Collect CVs and answer candidate questions 24/7 with a chatbot

A hospitality recruiting firm automated the process of sending CVs and answering visitor questions. Its chatbot explains where to send a résumé and how the job board works, at any hour.

Gecko Hospitality

Finance & adminBeginnerFood & hospitalityHas numbers

Draft workplace policies quickly, then have a professional check them

When a new state rule required a written procedure, the owner drafted one with AI in about 30 seconds. A social-media policy drafted the same way was later reviewed by an outside HR …

Ted Taylor (Schlotzsky's & Cinnabon franchisee) · US

Documents & knowledgeBeginnerProfessional servicesHas numbers

Write standard operating procedures twice as fast

Staff at a personal-injury law firm use an AI assistant to draft standard operating procedures in Word, and routine tasks across the firm got faster.

Disparti Law Group · US

Customer supportBeginnerManufacturingHas numbers

Run separate AI bots for problem-solving and sales

A New Zealand wet-weather gear maker deployed AI across channels with two kinds of bots: one solving customer problems and one helping shoppers buy.

Stormline · New Zealand

Operations & inventoryBeginnerPhotography & creativeHas numbers

Cull photo sessions in minutes with AI

A family and newborn photographer uses AI culling that checks sharpness, composition and closed eyes, so she reviews a shortlist instead of every frame.

Alison Amick Photography · US

Marketing & contentBeginnerE-commerceHas numbers

Build a content strategy and org chart with AI in minutes

A Maine fly-fishing rod brand uses AI to write product descriptions and weekly blog posts, built a full website content strategy for its nonprofit side project, and asked AI to draft …

Maine Fly Company · US

Operations & inventoryBeginnerFood & hospitalityHas numbers

Turn a day of label data entry into an hour with an AI-built CSV

A New York granola maker used AI to check distribution compliance requirements and to generate a CSV for a label template, then built a spreadsheet tracking inventory, sales and …

Jamie's Farm · US

Documents & knowledgeBeginnerTherapists & mental healthHas numbers

Give every clinician in a group practice an AI note-taker

A therapy practice with back-to-back 50-minute sessions had about 10 minutes between clients. Not everyone liked the idea of AI, so they introduced an AI scribe gradually and let …

The Hummingbird Centre

Operations & inventoryBeginnerTravel & eventsHas numbers

Count merchandise from photos and get a reorder plan

Counting merchandise and planning reorders used to take the co-founder two to three days. She photographed the stock, uploaded the photos, and the AI built a spreadsheet and visual …

ATV Big Air Tour · US

Finance & adminBeginnerFood & hospitalityHas numbers

Reconcile cash against bank deposits in minutes

Each month the owner uploads each store's cash transaction data and bank records, and AI matches transactions to deposits. He also uses AI to summarise payroll inputs.

Ted Taylor (Schlotzsky's & Cinnabon franchisee) · US

Operations & inventoryBeginnerManufacturingHas numbers

Create an inventory part-numbering system in an afternoon

A Nevada salvage business needed a numbering system for over a thousand items. With ChatGPT it designed one in an afternoon instead of weeks, and it also uses AI to troubleshoot equipment.

Reno Salvage · US

Documents & knowledgeBeginnerTherapists & mental healthHas numbers

Finish psychology notes during the day instead of at night

A psychologist tried several AI documentation tools before finding one that fit her style. Notes are now drafted automatically and she completes them flexibly instead of at the end of …

Dr Olga Lavalle Psychology

Documents & knowledgeBeginnerTherapists & mental healthHas numbers

Stop weekend charting with an AI scribe that learns your template

A psychiatric nurse practitioner used to spend weekends finalising charts to meet insurers' 72-hour deadline. An AI scribe now drafts notes and treatment plans in her template, and she …

Mariah H. (PMHNP)

Customer supportBeginnerTrades & home servicesHas numbers

Let an AI chatbot answer and tag renovation enquiries

A renovation business used an AI chatbot backed by a knowledge base to answer customer questions across channels and tag tickets automatically for the team.

Renovate Direct

Documents & knowledgeBeginnerHealth & wellnessHas numbers

See a full patient list and still finish notes on time

A family nurse practitioner in rural Idaho who sees about 24 patients a day adopted an AI scribe; other providers in the practice and two other local clinics followed.

Blake Thompson (FNP, rural clinic) · US

Marketing & contentBeginnerFood & hospitalityHas numbers

Write social media posts and ads with AI to save an hour a day

A San Diego jam maker that grew from farmers' markets into grocery chains and hotels uses generative AI to write social-media ads and messages and handle back-office writing.

Jackie's Jams · US

Documents & knowledgeBeginnerTherapists & mental healthHas numbers

Dictate a quick session summary and let AI write the note

Instead of recording sessions, a psychologist speaks a short summary of key points after each session. The AI turns it into a structured draft, which she refines.

Miki Skinner (psychologist)

Marketing & contentBeginnerTravel & eventsHas numbers

Draft emails and research blog posts with AI when typing is hard

A wheelchair-using travel blogger who finds typing difficult uses AI to draft full emails, brainstorm topics and verify historical facts, while adding the accessibility details himself.

Curb Free with Cory Lee · US

Documents & knowledgeBeginnerManufacturingHas numbers

Compile technical guides and summarise finance sheets with AI

A Nevada builder of carbon fibre expedition vehicles uses AI to compile technical documents, reformat files, summarise financial spreadsheets, query inventory and turn voice notes into …

TruckHouse · US

Operations & inventoryBeginnerPhotography & creativeHas numbers

Cull and base-edit a full wedding with AI in an hour

A photographer with weddings almost every weekend tested AI culling and editing: the AI culled a 6-hour wedding and applied a base edit before it had learned her style.

Ash Durham (photographer)

Documents & knowledgeIntermediateTherapists & mental healthHas numbers

Write long assessment reports faster with AI structuring

An ADHD assessment clinic considered building its own AI tool, but instead adopted an AI scribe that turns long consultations into structured reports, which clinicians then refine.

Divergence

Marketing & contentIntermediateAgencies & mediaHas numbers

Build client reports from live ad data by chatting with AI

A 25-person Norwegian marketing agency had quoted a client 10 hours of billable work for a report pulling data from five sources. By connecting live ad and analytics data to an AI …

Layer (via Supermetrics) · Norway

Operations & inventoryIntermediateAgencies & mediaHas numbers

Move recurring agency workflows into one shared AI environment

A marketing and PR agency moved seven recurring workflows, such as carrying context from discovery calls into onboarding documents, into one shared AI setup instead of giving everyone …

Percepture · US

Customer supportIntermediateE-commerceHas numbers

Run one AI agent across chat, email and social messages

A UK mattress retailer connected an AI agent across several support channels. The AI handles the bulk of conversations and only transfers a small number to staff, who can focus on …

MattressNextDay · UK

Customer supportIntermediateAutomotiveHas numbers

Halve chat volume in a busy support team with an AI agent

A marketplace for selling cars rolled out an AI customer agent across its busiest support teams. The team now has time for coaching and quality work instead of answering the same questions.

Peddle · US

Customer supportIntermediateE-commerceHas numbers

Answer post-visit FAQs from showroom customers with AI

A suit retailer with physical showrooms found that a fifth of support tickets came from showroom customers asking about returns and tailoring. An AI agent now answers those FAQs using …

SuitShop

Customer supportIntermediateE-commerceHas numbers

Build an AI 'consultant' from detailed product knowledge

A bridal-wear brand serves brides in many time zones who have detailed questions about customisation, sizing, fabrics and production time. It trained an AI chat agent on a large …

Olivia Bottega

Documents & knowledgeIntermediateProfessional servicesHas numbers

Draft responses to long official letters in hours, not days

The firm uses AI to extract arguments from long filings by tax authorities and prepare counterpoints, and asks AI for counter-arguments to its own positions to stress-test articles.

Steuerrecht.com · Germany

Sales & leadsIntermediateE-commerceHas numbers

Use an AI shopping assistant to suggest matching products

A personalised-jewellery brand was missing upsell opportunities and answering slowly during peak season. An AI shopping assistant now answers product questions around the clock and …

Caitlyn Minimalist

Customer supportIntermediateSoftware & SaaSHas numbers

Use an AI agent to walk customers through troubleshooting

A home-security company deployed an AI agent that answers in multiple languages and walks customers through step-by-step troubleshooting with visual guides, connected to several …

Cove Smart

Documents & knowledgeIntermediateFood & hospitalityHas numbers

Assemble licence and grant applications from scattered files in hours

A Denver social club for parents, opening a second location, connected its email, chat and drive to ChatGPT so it could gather documents, spot what was missing and convert files for a …

The Den Family Social · US

Customer supportIntermediateE-commerceHas numbers

Automate order-tracking and return tickets with an AI agent

A comfort-footwear brand replaced several disconnected support tools with one helpdesk. Because the AI agent can read order data, it handles 'where is my order' and return requests on …

Orthofeet

Sales & leadsIntermediateAutomotiveHas numbers

Replace 'request a quote' phone calls with an AI chat flow

Sales specialists at a tyre-and-track retailer spent 30% of their time on routine quote calls. A chat flow now collects the details needed for a quote and hands a neat summary to a …

Monster Tires

Customer supportIntermediateTrades & home servicesHas numbers

Cut phone calls for a local service business with an AI chatbot

A waste-management company wanted to reduce phone calls about pickups, schedules and billing. It built a large knowledge base for its AI chat agent and used fixed flows for predictable …

Evergreen Waste Management

Phone & bookingsIntermediateHealth & wellnessHas numbers

Let an AI front desk sort clinic calls and protect evenings

About 15% of a small clinic's calls came after hours and went to the founding physician's mobile. An AI front desk now answers, categorises and handles routine calls; staff clear the …

Premonition Health

Documents & knowledgeIntermediateTrades & home servicesHas numbers

Turn piles of regulatory documents into a timeline in minutes

A Virginia tank-removal and remediation contractor loads historical regulatory files for each new site into NotebookLM to get a timeline, flowchart and source-linked answers. It also …

Hill Top Contractors · US

Documents & knowledgeIntermediateProfessional servicesHas numbers

Generate standard contracts from templates with custom GPTs

A ten-person German tax-law firm built custom GPTs on its own templates and text modules to generate standardised but individualised contracts, such as executive employment contracts …

Steuerrecht.com · Germany

Marketing & contentIntermediateTravel & eventsHas numbers

Have AI check every online listing of your events each morning

A touring motorsport show runs about 26 events a season, promoted by organisers, media and ticket sites that often get details wrong. A scheduled AI briefing now checks priority …

ATV Big Air Tour · US

Marketing & contentIntermediateTravel & eventsHas numbers

Audit your website daily for AI-search visibility

Wanting to be found when families ask AI assistants about events, the co-founder set up a daily AI audit checking whether dates, locations and ticket details are clearly structured for …

ATV Big Air Tour · US

Documents & knowledgeIntermediateHealth & wellnessHas numbers

Automate consultation notes and referral letters in a dental clinic

A denture and implant clinic set up an AI assistant that generates consultation notes after each appointment and drafts referral letters, so the practice could grow without hiring more …

Winnipeg Denture & Implant Centre · Canada

Documents & knowledgeIntermediateProfessional servicesHas numbers

Draft demand letters from medical records in minutes

Paralegals at personal-injury firms used to build medical chronologies and total bills by hand. An AI legal product reads records, extracts the facts and drafts demand documents; solo …

EvenUp (used by small law firms) · US

Sales & leadsIntermediateTrades & home servicesHas numbers

Answer every home-services lead on the channel it came in on

A home services company that had tried automation before deployed an AI agent across voice and text, answering each lead where it arrived and booking appointments day or night.

Awesome Home Services

Phone & bookingsIntermediateTrades & home servicesHas numbers

Offer customers an AI booking agent alongside online booking

A heating and cooling company whose owner prided himself on answering every call now lets an AI agent take bookings and maintenance calls, positioned as help for the team rather than a …

Comfort Now · US

Marketing & contentIntermediateAgricultureHas numbers

Run one AI-optimised ad campaign instead of several manual ones

A family company that ships live crawfish moved from wholesale toward consumers and replaced several time-consuming campaigns with one AI-optimised campaign across Search, Shopping, …

Louisiana Crawfish Company · US

Finance & adminIntermediateFood & hospitalityHas numbers

Reprice a restaurant menu with AI analysis

An independent franchisee with three restaurants reprices menus yearly. He has AI research local competitor prices and strategy, then gives it the menu with in-store and delivery …

Ted Taylor (Schlotzsky's & Cinnabon franchisee) · US

Customer supportIntermediateE-commerceHas numbers

Automate bilingual customer support when switching helpdesk

A Polish personal-care brand had support spread across fragmented tools. It moved to a new helpdesk in under 14 days and made an AI agent the core of the setup, answering in Polish or …

Your KAYA · Poland

Customer supportIntermediateSoftware & SaaSHas numbers

Build a no-code AI support agent from a template

A software company's head of customer success found an out-of-the-box chat AI too rigid, so he built a custom AI support agent from a template in a visual builder, without training.

Roam · US

Documents & knowledgeIntermediateHealth & wellnessHas numbers

Run a 12-week AI scribe trial and measure minutes saved

A family nutrition clinic ran a structured 12-week trial of an AI medical scribe across its practitioners and measured documentation time and billable hours recovered.

Nourish Family Nutrition

Documents & knowledgeIntermediateHealth & wellnessHas numbers

Shorten long functional-assessment reports with AI

An Australian OT practice found that functional capacity assessments could take up to 15 hours each, creating waiting lists. AI documentation now handles notes and drafts, so …

Accelerate Abilities · Australia

Sales & leadsIntermediateE-commerceHas numbers

Run sales chat with one operator plus AI

A family-owned beauty-supply company uses an AI agent across several channels so that a single human operator can handle the volume of a much larger team, while the AI helps shoppers …

NSI Australia · Australia

Marketing & contentIntermediateNonprofitsHas numbers

Run a one-person content engine from a four-column spreadsheet

A nonprofit with a one-person digital marketing team used to spend six to eight hours on each piece of content. Now the marketer fills in four columns in a Google Sheet (topic, keyword …

SisterLove

Marketing & contentIntermediateAgencies & mediaHas numbers

Turn one recording into several short videos with AI editing

A media and events company publishes three to four videos a day by cutting each recording into teasers, clips and reels with text-based editing and an AI assistant that keeps quality …

SaaStr · US

Customer supportIntermediateSoftware & SaaSHas numbers

Rewrite your knowledge base to make your AI agent much better

An HR-software company for small businesses knew its AI agent would only be as good as its content. It got ISO-compliance approval for AI use, then rebuilt its knowledge base so the AI …

Breathe

Customer supportIntermediateHealth & wellnessHas numbers

Answer technical product questions with an AI agent

A maker of laser hair-growth devices handles tens of thousands of customer interactions a month. With an AI agent trained on its product documentation, more questions are solved on …

HairMax

Marketing & contentIntermediateTravel & eventsHas numbers

Shift bookings from affiliates to direct with AI-optimised ads

A Maui rafting tour company used AI-driven ad campaigns to get more direct bookings instead of affiliate bookings, and uses analytics insights to shape marketing and membership programmes.

Hawaii Ocean Rafting · US

Operations & inventoryIntermediatePhotography & creativeHas numbers

Train an AI editor on your own Lightroom style

A New Jersey wedding photographer who once shot 27 weddings in 22 weeks trained an AI editor on her own past edits (at least 5,000 photos) so new galleries come back in her style.

Charmi Peña (wedding photographer) · US

Sales & leadsAdvancedProfessional servicesHas numbers

Let AI agents research leads and reply after hours

An Australian energy-broking consultancy built a team of AI agents for lead research and after-hours responses, and manages them with the same performance reviews as human staff.

Zembl · Australia

Customer supportAdvancedE-commerceHas numbers

Connect your AI chat to a custom order-tracking system

A dog-training-collar company running three online brands wanted to automate routine questions across all of them. It deployed an AI chat agent and connected it to its own …

Educator Collars

Customer supportAdvancedHealth & wellnessHas numbers

Let your chatbot look up orders with custom statuses

A health-products shop used custom order tags and statuses that the standard Shopify integration couldn't read. Using AI actions that call its own systems, the chatbot now answers …

Curate Health

Customer supportAdvancedSoftware & SaaSHas numbers

Deflect help-centre tickets with an AI search agent

An auction-bidding tool with millions of users and around 9,000 tickets a month built an AI agent with a trained knowledge base, connected to its site through an API script.

eSnipe · US

Phone & bookingsAdvancedTrades & home servicesHas numbers

Book appointments from late-night SMS replies with an AI scheduler

A lead-generation business for home-improvement contractors noticed that homeowners often replied to text messages late at night, when nobody was there to answer. They connected their …

Contractor Appointments

Operations & inventoryAdvancedFood & hospitalityHas numbers

Draft staff schedules and flag overtime with AI

With read-only access to sales and labour data, AI compares scheduled, budgeted and actual hours to sales and flags overtime and gaps. For one store, it also drafts the weekly schedule …

Ted Taylor (Schlotzsky's & Cinnabon franchisee) · US

Sales & leadsAdvancedSoftware & SaaSHas numbers

Score every sales call automatically for coaching

Sales managers didn't have time to review enough calls. The company already had a coaching rubric; its AI-ops lead built a workflow that scores every eligible call automatically …

RoomPriceGenie

Documents & knowledgeAdvancedProfessional servicesHas numbers

Draft structured valuation memos and extract cap tables with AI

A firm that prepares valuation memos for venture, private equity and real estate funds uses AI to extract cap-table data, draft memos from structured deal data and run consistency and …

VC CFO

Customer supportAdvancedE-commerceHas numbers

Let an AI agent change shipping addresses before orders ship

Order changes made up 11% of a beauty brand's post-purchase tickets and had to happen before the warehouse shipped. The brand let its AI agent take action, not just reply: it collects …

Glamnetic

Sales & leadsAdvancedReal estateHas numbers

Let AI nurture long-term buyer leads until they're ready

A Charleston brokerage found agents were jumping into AI conversations too early. They moved AI-engaged leads into a 'hidden pond' where the AI keeps nurturing until the lead shows …

Jeff Cook Real Estate · US

Sales & leadsAdvancedFinance & insuranceHas numbers

Qualify WhatsApp leads 24/7 with an AI calculator bot

A Spanish digital agency built a conversational mortgage calculator on WhatsApp for a mortgage-broker client. Leads from Meta ads used to arrive at all hours and wait; now the AI …

AP AGENCY® for Hipofinance · Spain

Customer supportBeginnerHealth & wellnessQualitative

Set up an AI support-and-sales agent in about an hour

A small health brand used one AI agent for support, service and sales. It even used another AI assistant to help write the prompts and training material, and was running in about an hour.

LUV Health

Operations & inventoryBeginnerManufacturingQualitative

Troubleshoot equipment faster with an AI assistant

The salvage business uses ChatGPT to work through equipment problems step by step, describing symptoms and getting likely causes and checks to try.

Reno Salvage · US

Operations & inventoryBeginnerProfessional servicesQualitative

Let AI take client-meeting notes in a small firm

The founder of a small tech firm thought automation tools were for bigger companies. An AI notetaker now captures notes, summaries, transcripts and action items from client calls so he …

Trusted Tech

Marketing & contentBeginnerAgencies & mediaQualitative

Use AI to polish sensitive client emails

A film-production company's whole team uses AI in email to draft and refine messages, including sensitive client communications, and automated its project kick-off with a no-code app.

Blue Ox Films · US

Phone & bookingsBeginnerFinance & insuranceQualitative

Give a one-person tax firm a consistent phone voice

A boutique tax preparer without office staff needed phones answered consistently. An AI receptionist answers every call with the same voice, gathers details and leaves summaries she …

TheTaxChick.PRO

Finance & adminBeginnerFood & hospitalityQualitative

Write clear staff letters across languages with AI

The same tamale business uses ChatGPT to turn Spanish drafts into clear English letters for staff matters, so the owner can write in the language she thinks in.

The Original Tamale Co. · US

Marketing & contentBeginnerReal estateQualitative

Draft property listings with ChatGPT, then edit carefully

A New York City broker uses ChatGPT to draft listing descriptions in seconds. He learned that the drafts need a real review to remove repetition and make them flow, not just a quick glance.

Randy Baruh (broker) · US

Documents & knowledgeBeginnerProfessional servicesQualitative

Create candidate profiles faster with an AI assistant

A recruitment consultancy piloted an AI assistant on its most time-consuming task: writing candidate profiles. Time saved goes back into personal client relationships.

Rau Consultants · Germany

Operations & inventoryBeginnerHealth & wellnessQualitative

Auto-summarise meetings and build staff training docs with AI

A Utah climbing-gym company uses AI note-taking in meetings so the CEO can follow more meetings than she can attend, and uses AI to turn existing material into structured training …

Momentum Indoor Climbing · US

Customer supportBeginnerTherapists & mental healthQualitative

Share AI-written session notes with clients (with consent)

A person-centred counsellor uses an in-platform AI to transcribe and write notes, so he can focus on clients in session. With consent, he shares the notes with clients as a takeaway.

David Goodman (counsellor)

Marketing & contentBeginnerAgricultureQualitative

Create event images and a first business plan draft with AI

A seventh-generation Iowa dairy farm first tried AI to make an image for a Christmas event, then used it to create branded social images and to draft a business plan for a new idea.

Hansen's Dairy · US

Documents & knowledgeBeginnerAgricultureQualitative

Digitise decades of handwritten records with photos and AI

A South Carolina family seed farm kept crop records in a handwritten ledger going back to 1971. The family used ChatGPT to turn the ledger into digital records, and now logs field work …

Sharp & Sharp Certified Seed · US

Marketing & contentBeginnerNonprofitsQualitative

Brainstorm fresh fundraising email copy with AI

An events-based nonprofit uses AI during its yearly fundraising campaign to experiment with email copy and come up with fresh takes on a familiar appeal.

Climate Ride · US

Documents & knowledgeBeginnerNonprofitsQualitative

Draft grant-application answers with AI trained on your mission

A Dutch founder-led foundation gave its AI assistant background on its mission so it can draft answers to grant questions. Before one deadline, the founder quickly folded in input from …

Dutch Bamboo Foundation · Netherlands

Phone & bookingsBeginnerSalons & beautyQualitative

Use an AI receptionist with human escalation for a high-touch clinic

A New Jersey med spa had tried an AI answering service that sounded robotic and dropped calls. It switched to an AI receptionist that can hand calls to a live person 24/7 when patients …

Mirelle Institute for Anti-Aging Medicine · US

Customer supportBeginnerHealth & wellnessQualitative

Explain medical terms to patients in plain language with AI

An Oklahoma optometrist asks AI for several plain-language ways to explain conditions like astigmatism, adapted to the patient, and uses them in emails and in the exam room. She also …

Family Vision Care of Ponca City · US

Operations & inventoryBeginnerManufacturingQualitative

Use AI to find and qualify vendors across departments

An Ohio manufacturer uses AI in every department: the supply-chain team finds and qualifies vendors, sales researches competitors, finance writes reports and grant applications, and HR …

Alloy Precision Technologies · US

Operations & inventoryBeginnerPhotography & creativeQualitative

Show your team display ideas as AI-generated concept images

A Mississippi vintage store's owner describes a display concept to AI to get a visual, so the design team can see the idea and discuss changes before building it.

The Lucky Rabbit · US

Marketing & contentBeginnerTrades & home servicesQualitative

Draft personal replies to every customer review with AI

The marketing manager at a western New York windows and doors company replies to every review. He asks AI for tailored suggestions and edits them so each reply feels personal.

Big L Windows and Doors · US

Sales & leadsIntermediateE-commerceQualitative

Solve complex product-matching questions with an AI recommender

A battery retailer's owner spent months with another AI vendor without results. Already using an AI assistant in his business, he prototyped a battery recommendation engine himself to …

West Coast Batteries

Phone & bookingsIntermediateProfessional servicesQualitative

Route law-firm calls to the right department with AI intake

A growing Phoenix law firm used an AI receptionist with custom playbooks to answer every call 24/7, collect precise intake information and route requests to legal, finance or sales, …

Maria Jones Law Firm · US

Operations & inventoryIntermediateE-commerceQualitative

Generate purchase orders automatically from incoming orders

A New York jewellery founder built a system that feeds orders into a work-management board and uses AI to generate purchase orders for sourcing. She also uses ChatGPT around 30–40 …

Shahla Karimi Jewelry · US

Marketing & contentIntermediateHealth & wellnessQualitative

React to search trends and mock up products with AI in a small shop

A historic Chicago apothecary, now about 75% online, watches Search Console alerts for sudden interest in products and quickly publishes content on them. The team also used an AI image …

Merz Apothecary · US

Customer supportIntermediateTravel & eventsQualitative

Plan an internal Q&A bot from your staff handbooks

A luxury campervan rental company uses AI to edit blog posts and take meeting notes across seven regions, and plans an internal chatbot grounded in its handbooks so staff can answer …

Moterra Campervans · US

Customer supportIntermediateTravel & eventsQualitative

Turn scattered local information into a multilingual AI guide

A small Japanese company organised a municipality's scattered regional tourism content into AI-ready material and launched a multilingual AI guide that travellers can talk to, without …

Vision Service K.K. · Japan

Operations & inventoryIntermediatePhotography & creativeQualitative

Replace an outsourced editor with AI that learns your edits

A wedding photography business had mixed results outsourcing editing (quality, training time, turnaround). It moved to an AI editor trained on its Lightroom catalogues and sends …

Formed From Light

Finance & adminIntermediateAccounting & bookkeepingQualitative

Give every client an AI-generated performance report before meetings

A solo accountant built advisory into her annual fee: before each meeting she generates an automated performance report clients can understand. An automated close checklist flags …

Jessica Stebbings (accountant)

Marketing & contentIntermediateProfessional servicesQualitative

Get a weekly social-ads report written for you

A print shop built an agent that compiles weekly ad performance from Instagram and Facebook and shares a summary with the team. The advisor quoted recommends starting with one file and …

A print shop (via Bill Furlong) · US

Sales & leadsAdvancedAutomotiveQualitative

Clean and route messy inbound leads automatically with AI

A high-volume car dealership receives 200+ leads a day from different sites, each in a different format. Its operations director built a workflow where AI extracts name, contact …

Toyota of Orlando · US

Operations & inventoryAdvancedTrades & home servicesQualitative

Match cleaners to new jobs and automate customer messages with AI

A Miami cleaning company built its own operating system with AI embedded. When a lead comes in, AI ranks the best-matched cleaners, and it sends personalised arrival-window texts and …

The Prime Cleaner · US

Operations & inventoryAdvancedFood & hospitalityQualitative

Design a small production-line fix with AI help

A San Francisco family coffee roaster designed, with ChatGPT's help, a system using software and sensors that sprays water on beans to prevent static, which made bagging messy.

Henry's House of Coffee · US

Operations & inventoryAdvancedFinance & insuranceQualitative

Let a non-technical employee automate document prep with AI

A French online mortgage broker encourages every employee to automate their own work. A non-technical employee built a long multi-step workflow that retrieves loan data, uses ChatGPT …

Pretto · France

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