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8 resources

Tool · Beginner · 3 min
CSV cleaner
Tidy a CSV export before importing it anywhere, without opening a spreadsheet.
- Trims cells, drops empty rows, normalises line endings and reports ragged rows so an import does not fail halfway.
ChatGPTClaude
Checklist · Beginner · 10 min
Assistant use policy for a small team checklist
The rules a small team needs before everyone starts pasting things into assistants.
- Without a short policy, someone will paste a customer list or a contract into a consumer tool. Write the rules once.
- ☐ Which tools are approved and on which plan
- ☐ What must never be pasted: customer personal data, credentials, unreleased financials
Items 8ChatGPTClaude
Checklist · Beginner · 10 min
Before automating a business process checklist
Questions to answer before you build an automation, so you automate the right thing.
- Automating a broken process makes it break faster. Ten minutes on this list saves a rebuild.
- ☐ The process has been done manually at least ten times and is stable
- ☐ Inputs arrive in a consistent shape (or the first step normalises them)
Items 10ChatGPTClaude
AI tool guide · Beginner · 20 min
Notion AI for AI for business
Use Notion AI to summarise, draft and fill properties inside the pages and databases you already keep.
- Notion AI acts on the page or database you are in: it summarises pages, drafts sections, translates, and can auto-fill database properties such as a summary or a category from the page content.
- Workflow: Auto-summarise meeting notes
- Workflow: Draft from an outline
ChatGPTClaude
AI tool guide · Beginner · 20 min
Microsoft Copilot in Office for AI for business
Use Copilot inside Word, Excel and Outlook for documents you already have open.
- Copilot reads the document, sheet or mailbox you are working in and can summarise, draft, rewrite and build formulas from that content, which removes the copy-paste step of a standalone assistant.
- Workflow: Summarise a long thread in Outlook
- Workflow: Explain a sheet you inherited
ChatGPTClaude
Automation recipe · Beginner · 45 min
New customer welcome and internal alert: automation recipe
Build new customer welcome and internal alert as a Make automation: when a customer signs up, send the welcome sequence and post a short internal note with what they bought.
- Trigger: Webhook from the store on new order.
- 1. Webhook
- 2. Email marketing tool
Platform MakeActions 4ChatGPTClaude
Workflow · Beginner · 25 min
Policy draft from a decision workflow
Turn a management decision into a short written policy employees can follow, with the examples that stop questions.
- When: When a decision will apply to more than one situation.
- 1. Write the rule
- 2. Test it on the situations
Steps 4Tools Any assistantChatGPTClaude
Workflow · Beginner · 30 min
Supplier quote comparison workflow
Normalise several supplier quotes into one comparison so the decision is made on the same terms.
- When: When two or more quotes arrive for the same purchase.
- 1. Extract to a fixed table
- 2. Normalise the price
Steps 4Tools Any assistant, The quotes as textChatGPTClaude

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