How to use AI at work: a practical starter guide
By Rafael · Updated · 2 min read
The short answer
Use AI for first drafts, summaries, brainstorming and repetitive writing, then check and finish the work yourself. Give it context and examples, keep private data out unless your tool is approved for it, and never send AI output without reading it.
Where AI helps most
Surveys of small businesses consistently find the most common uses are marketing content, customer communication and admin tasks. They're good places to start:
- Writing: emails, social posts, newsletters, job descriptions, first drafts of anything.
- Summarizing: long emails, documents, meeting notes and reports.
- Planning: agendas, project plans, checklists and schedules.
- Customer messages: polite, clear replies to common questions.
- Thinking partner: brainstorming ideas, spotting gaps, preparing for a hard conversation.
How to ask so you get good results
- Give it a role and a goal"You're helping a small bakery reply to customer emails. Write a friendly reply that…"
- Give it contextPaste the relevant details it can't know: your policy, the customer's message, your tone.
- Show an example"Here's a reply we liked. Match this style."
- Ask for the format"Three bullet points," "under 100 words," "a table."
- Iterate"Shorter." "Warmer." "Remove the jargon." The second and third drafts are usually the good ones.
What to keep out of AI tools
Unless your organization has approved a tool for it, don't paste in passwords, financial account numbers, health or HR details about people, or private customer, donor or member information. Free consumer accounts may store or use what you type, depending on the tool's settings and terms.
Always check its work
- Facts, names, numbers, dates and quotes. AI can state wrong things confidently.
- Tone: would you be comfortable signing it?
- Promises: make sure it didn't offer something you don't do.
Common questions
- Which AI tool should I use at work?
- Use the one your organization has approved. If there isn't one, choose a business or team plan from a major provider, which typically offers stronger privacy terms than free personal accounts.
- Is it okay to use AI to write emails at work?
- Generally yes, as long as you review and personalize them, keep private information out of unapproved tools, and follow any AI policy your workplace has.
- Will my employer know if I use AI?
- Possibly. Many workplaces now have AI policies. It's best to ask, and to be open about using AI for drafts while taking responsibility for the final work.