Your tools
- Turn meeting notes into actionsAn action table with owners and dates, the decisions, open questions and a follow-up email.
- Clean a spreadsheetA clean table you can paste back into Excel or download as CSV, plus a list of every change and every problem it could not fix.
- Write a professional emailA subject line, a clear email in British English, a shorter version and the lines to check before you send.
- Write a standard operating procedureA numbered procedure with an owner for each step, what to do when things go wrong, and a one-page checklist.
- Check a company or supplierThe facts from the Companies House register, the warning signs, and the checks the register cannot do for you.
- Plan a new starter's onboardingA dated plan from before day one to the three-month review, skipping weekends and bank holidays, ready for Excel or your calendar.
Want one of these running for your whole team? We set it up in the AI your team already uses, test it on your own examples and show everyone how to use it. It starts with a free 20-minute call.
Have it set up for youWhen your AI gets in the way
- Copilot can't find my fileFour questions. Most of the time the answer is which Copilot you have, where the file lives, or who can open it.
- Can I paste staff or customer details into AI?Three questions about your account, your employer's rules and the kind of details. Not legal advice: it points you to the rules that apply.
New tools, at most once a month
One short email when a tool is added or a rule changes. Or join the pilot for teams: shared templates and an approved-AI list for your company.