Use AI in the tools you work with daily.
Put AI inside email, documents, spreadsheets and meeting notes, one real task at a time. Eight short lessons, each with something to do on your own work.
- Lessons
- 8
- Time
- 1 h 14 min
- Rung
- 02 of 04
- Cost
- Free
What you’ll be able to do
- Find any AI features already inside the software you pay for
- Turn meeting notes into follow-ups with owners and dates
- Draft replies to routine customer emails, with a human check
- Summarize long documents and threads without losing the details
- Clean up messy spreadsheets and explain every change
- Build a prompt library your team can share
The eight lessons
1 h 14 min total · do them in any order
- 01Where AI already lives in your toolsFind any AI features hiding in the email, documents and spreadsheets you already pay for.Learn · 3 min · Try it · 3 min3 min3 minStart
- 02Turn meeting notes into follow-upsPaste rough notes, get a clear follow-up with owners and dates, then check it.Learn · 4 min · Try it · 5 min4 min5 minStart
- 03Draft replies to routine customer emailsBuild an answer bank from 20 real questions, then draft from it.Learn · 4 min · Try it · 6 min4 min6 minStart
- 04Summarize a long document without losing the detailsAsk for structure first, then the summary; check it against three facts.Learn · 4 min · Try it · 7 min4 min7 minStart
- 05Clean up a messy spreadsheetDescribe the mess, get a step-by-step fix, keep the original.Learn · 3 min · Try it · 8 min3 min8 minStart
- 06Get a first draft of a report from your dataFrom a question to a draft summary, with every number traced to a cell.Learn · 4 min · Try it · 6 min4 min6 minStart
- 07Check AI’s work: a 60-second review habitNames, numbers, promises: the three things to check before anything leaves the building.Learn · 3 min · Try it · 4 min3 min4 minStart
- 08Build a prompt library your team can shareTurn your best prompts into a shared doc with examples and owners.Learn · 4 min · Try it · 6 min4 min6 minStart
Put it together
Pick one task from this path and use AI for it every day for a week. Log time spent and how many drafts you sent unchanged.
Where judgment stays human in this path
A person always approves anything sent to a customer, anything with a number in it, and anything about money, contracts or promises. Every lesson ends with the check for that task.
Who it’s for
- “I use ChatGPT, but only in a separate tab.”
- “I want AI inside the tools my team already uses.”
- “I’m the one who got handed AI at work.”
Questions, answered plainly
Do I need a paid AI subscription?
No. Every Try-it works on the free tier of ChatGPT, Claude or Gemini. Where a paid feature helps, the lesson says so and why.
Which tools does this cover?
Email (Gmail or Outlook), documents (Google Docs or Word), spreadsheets (Google Sheets or Excel), meeting notes and transcripts (Meet, Teams or Zoom) and a shared inbox or help desk. Each lesson names the tool it uses.
How long does it take?
About 75 minutes in total, in lessons of 6 to 11 minutes. Do them in any order.
Can I do it with my team?
Yes. Every Try-it works as a 15-minute team exercise, and lesson 8 turns what you learn into a shared prompt library.
Is there a certificate?
No. The proof is the work you do in each Try-it. A simple completion note may come later, if accounts launch.