
AI can sound like something large, technical and threatening. A better place to begin is with a repetitive task you already do, especially turning spoken thoughts into useful written information.
You do not need to overhaul the way your business works or hand important decisions over to AI. Start small, with a task you already understand well, and use AI to reduce some of the time spent typing, sorting and remembering.
Two simple examples are:
You can also use the same approach to capture an idea while driving, draft the outline of a proposal, summarise a long discussion or create the first version of a procedure from an experienced employee’s explanation.
The aim is not to hand over your judgment. It is to remove the blank page and reduce the time spent typing, sorting and remembering.
The easiest way to see whether this approach is useful is to test it on one low-risk, repetitive task.
Start with something simple:
When recording, include the context that matters, the purpose of the task, any decisions that have already been made, who is responsible and what the next steps are.
When you give the transcript to an AI tool, be specific about what you want it to produce. A clear instruction is much more useful than simply asking it to “make this better”.
For example:
Turn this transcript into a checklist. Include the important details. Use a clear, professional tone. Do not invent missing information. Mark anything that needs me to check.
AI should give you a useful first draft, not the final word.
Before using the result, check every name, date, number, decision and commitment. Remove anything the AI has invented or assumed, and edit the wording so it sounds like you and suits the person who will receive it.
The final responsibility still sits with you.
Protect confidential, personal and client information.
Remove information the AI tool does not need, and make sure people know when a conversation is being recorded. Obtain permission before recording other people, and use transcription and AI tools with settings that are appropriate for your business.
Think carefully about how information is stored, processed and shared before introducing any new tool into your workflow.
You do not need a complicated AI strategy to get started.
Choose one repetitive task, record a short explanation, turn it into a useful first draft and see whether it saves you time.
If it works, you can then look for another simple task where the same approach could help.
The goal is not to replace your experience or judgment. It is to make the work you already do a little easier.
Use our AI Voice Memo Checklist as a simple step-by-step guide for choosing a task, recording clearly, transcribing your notes and checking the final result before you use it.
Download the AI Voice Memo Checklist