Guides · 44 guides
AI how-to guides for small businesses
Start with the general guides, then follow the setup walkthrough for each tool you pick. Every step links to the vendor’s own docs. Looking for a tool? Browse the AI directory
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AI assistantsHow to Choose an AI Assistant for Your TeamCompare ChatGPT, Claude, Gemini and Microsoft 365 Copilot for a small team, including business plans, admin controls and what each vendor says about your data.Updated November 6, 2026Automation and workflowsHow to Draft Email Replies with Zapier and AIBuild a Zapier workflow that reads new Gmail messages, writes a draft reply with an AI step, and saves it for a person to review. Nothing is sent automatically.Updated November 6, 2026Meeting notes and transcriptionHow to Record and Summarize Meetings with AISet up an AI note taker like Fathom, Otter or Fireflies, get consent from everyone on the call, and share meeting summaries with your team the safe way.Updated November 6, 2026AI assistantsHow to Write an AI Use Policy for Your Small BusinessWrite a one-page AI use policy for your small business covering approved tools, banned data, accounts, review of AI output and who to ask. Not legal advice.Updated November 6, 2026
Setup walkthroughs, tool by tool
Each one takes a tool from sign-up to your team using it: accounts, invites, admin and data settings, connected apps, and three tasks to try first.
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