Which AI tools should a small business use?
Start with the AI already built into software you pay for, like Google Workspace, Microsoft 365, QuickBooks, Square, and most booking and field-service apps. Most small businesses then need one general AI assistant, such as ChatGPT, Claude, or Gemini, on a business plan, and when a repeat job is worth handing off, an AI agent like Claude Code or Codex. Anything beyond that should earn its monthly cost. Which ones fit you depends on how your business runs, which is what the free call is for.
Is it safe to put customer information into ChatGPT or other AI tools?
Not on a free or personal account without checking its settings first. Consumer AI plans may use your chats to improve their models unless you turn that off, while business plans (like ChatGPT Business and Enterprise, Claude Team and Enterprise, and Gemini in Google Workspace) say they don't train on your data by default. Either way, keep private details like account numbers, health information, and passwords out unless the tool is approved for that kind of data.
What is an AI agent, and does my small business need one?
A chatbot answers questions; an AI agent gets things done, like drafting replies, updating a spreadsheet, or moving information between your apps, with your approval along the way. Claude Code and Codex are two well-known examples, and you don't need to code to use them. Many small businesses get most of the value from simpler tools first. An agent makes sense when you have a repeating job with clear steps, and we'll tell you honestly whether yours qualifies.
What can a small business automate with AI?
The repeat work around the real job: first drafts of quotes and proposals, replies to common questions, review responses, appointment reminders, pulling receipts and forms into a spreadsheet, meeting notes, and how-to guides for new hires. A person should still approve anything that goes to a customer.
Can AI do my repeat tasks automatically, on a schedule?
Yes: once an AI agent does a task right, you can save it as a skill and have it run on a schedule or when something happens. For example, every weekday at 10am it checks the inbox for quote requests and drafts the quotes, or it files each new receipt as soon as it lands in a folder. Claude Code and Codex both have scheduling built in, and we can set up custom triggers. Scheduled jobs need the agent's computer to be on (or a cloud agent like OpenAI's dots or Grok Bot). Start with tasks where a small mistake is cheap, and keep a person approving anything that goes to a customer until you trust it.
How do I set up an AI agent for my small business?
Start with one repeat task, pick an AI agent that fits it, and set it up on a computer you control, with a person approving anything that reaches a customer. For most small businesses that means an agent like Claude Code or Codex, but the right tool depends on the job. Do the task once with the agent, save it as a skill once it's right, then put it on a schedule. We set it up with you and teach you to run it.
Does an AI agent need a computer that's always on?
For scheduled jobs, yes: an AI agent that lives on your computer can only run a routine while that computer is on. A computer that stays on around the clock keeps routines running day and night. Running the agent in the cloud instead is possible, but it takes more setup and has more limits. Cloud agents like OpenAI's dots and Grok Bot are built for it: they live on a computer of their own online and work around the clock, each with its own plans and limits. We walk through the options and recommend what fits your business.