A FREE GUIDE. A USEFUL FIRST STEP.
A little AI.
A big first step.
Getting started with AI for your team.
10 practical pages. No technical background needed.
A little AI. A big first step.
Zero jargon.
- Find one everyday task worth trying
- Know what information to keep out
- Follow through with your team for 30 days
Want help putting it into practice? See our AI training options.
What's inside
| Section | Pages | What you get |
|---|---|---|
| AI in plain words | 2 | What the tools are good at, what to be careful with, and the rule of thumb: AI drafts, a person owns it |
| Find one task worth trying | 3 | Everyday tasks that suit AI, and a two-minute picker to choose your first one |
| The four-part prompt formula | 4 | Role, task, context and format, with a worked example and useful follow-ups |
| Starter prompts by role | 5–6 | Prompts to copy for office, management, client service, finance, HR and operations work |
| Safe AI use: what to keep out | 7 | Information that never goes in, and a quick check before you paste |
| An AI-use policy starter | 8 | The few decisions to write down before your team uses AI on real work |
| Your 30-day team plan | 9 | A week-by-week plan to turn one task into a habit |
| When to get help | 10 | Signs you can keep going on your own, and signs outside help is worth it |
Who it's for
The people who do the work: coordinators, managers, analysts, administrators, client and account teams, finance and HR staff, and owners who wear several hats, in any industry. If you can write an email, you can use everything in it. It's written for Canadian teams and takes about 20 minutes to read together.
A short sample: the four-part prompt formula
Most weak results come from short, vague requests. Give the tool the same briefing you would give a capable new colleague.
| Part | What it means | Example |
|---|---|---|
| Role | Who should the AI act as? | “You are an experienced operations coordinator at a 20-person professional services firm.” |
| Task | What do you want? | “Write an email reminding staff to submit their monthly expense reports.” |
| Context | What does it need to know? | “The deadline is the 5th. Late reports are reimbursed a month later. Receipts go in the shared finance folder.” |
| Format | How should the answer look? | “Under 120 words. Friendly but clear. One call to action. Give me two versions.” |
Then ask the most useful follow-up: “What did you assume that I should check?” It makes the tool point out its own guesses, so you know what to verify before anything leaves your hands.
The guide is free. It isn't legal advice, and you don't need to buy anything to use it. Related reading: what not to put into AI tools and the AI use policy template.