Our Dot One presentation consisted of two parts:
- 👆 A talk with slides (you can download above)
- 👇 A hands-on look at using AI tasks (you can follow along below)
What You’ll Find Here
This page is intended to demonstrate how AI tools can become an integral part of your daily workflow. Whether you're enhancing your learning, conducting client and industry research, supporting your sales process, or rapidly prototyping ideas, these practical uses of AI can provide immediate benefits without falling for the hype.
You'll find the following sections below. Click on any section to jump there.
1. Getting Started with AI Tools
Before beginning, you’ll need to create a free ChatGPT (alternatively, you can use Claude, Perplexity, Gemini, or CoPilot) account using your email or a Google, Microsoft, or Apple account. Visit the ChatGPT website and click “sign up.” Verify your phone number and confirm your email to complete signup. Once logged in, navigate to the dashboard to start chatting.
Users can also opt to subscribe to ChatGPT’s pro plan, which is $20 per month for an individual user. A paid plan unlocks enhanced features, including faster response times, priority access to new features and updates, and increased usage limits.
Sending Your First Message
Once logged in, navigate to the dashboard to send your first message. You’ll see the interface resembles a chat or message window you might have with a coworker or a customer support rep.
2. Using AI to Help Digest Information and Learn
AI tools like ChatGPT and Claude can assist you in digesting complex information, learning new technologies, and keeping up with industry trends.
Create Your Own Podcasts using NotebookLM
Provide NotebookLM with source material—research papers, links, notes, etc.—and it will act as a research assistant. The flagship feature is its ability to create realistic podcast episodes based on the content you’ve given it.
3. Using AI to Conduct Research on Clients and Industries
AI tools can help you gather insights about potential clients, industry trends, and market data, saving time and enhancing your proposals.
4. Using AI to Support the Sales Process
Enhance your sales process by using AI to draft proposals, personalize communication, and prepare for client meetings.
5. Additional AI Resources
All The platforms we used today:
Additional tools to explore:
Articles to Dig Deeper:
- From our Blog: Simple Steps to Big Impact with Generative AI
- From our Blog: Getting to Edit Mode
- What Is ChatGPT Doing … and Why Does It Work?
- ChatGPT - Workflow AI Integrator
FAQs: Starting & Scaling AI in Your Workflow
How do I start with AI tools if I’m completely new?
Pick one platform—like ChatGPT or Claude—and start small with a daily task you already do. The faster you see it shave minutes off your workday, the faster you’ll want to explore more.
Which AI tool is best for research and learning?
It depends on your style—Perplexity shines for quick, sourced answers, while Gemini or Claude handle deeper context. Try a few and stick with the one that makes you feel like you hired a very smart (and tireless) intern.
How can I use AI for sales support without sounding robotic?
Use AI to draft outlines, personalize messaging, and prep talking points—but always add your own tone and context. Think of it as the prep cook so you can be the star chef in the pitch.
What are the best AI research prompts for my industry?
Start with “Give me a current trends summary for [industry]” or “Summarize competitor strategies for [specific market].” Then refine prompts based on the gaps or insights you need most.
Can AI help with rapid prototyping for client projects?
Yes—use it to brainstorm concepts, generate quick copy drafts, or even suggest design elements. It won’t replace your creative team, but it will help them move from idea to first draft in record time.
How do I integrate AI into my team’s workflow without slowing things down?
Begin with one repeatable process—like research summaries or meeting note cleanups—and track the time saved. Once your team sees the ROI, adoption stops being a mandate and starts being a habit.
Is AI safe to use with client data?
Only if you use secure, enterprise-approved tools and follow your company’s data policies. Treat AI like any other contractor—you wouldn’t give them your bank password, so don’t give them sensitive client files.
Where can I find the AI resources from the Dot One workshop?
The original slide deck and interactive examples are linked in the blog post. Bookmark them—they’re packed with prompts, workflows, and tool comparisons you can steal (ethically).