AI

AI tool guide

Choose the right AI tool before you start.

Beginners do not need a list of 100 AI tools. They need a simple decision system: what output do I need, which tool fits, and what prompt should I use first?

Fast decision rule

Need text, planning, research, or comparisonStart with a chat assistant
Need a graphic, thumbnail, ad, or brand layoutUse a design or image tool
Need a reel, short, captions, or voiceoverUse a video or voice tool
Need repeated work across appsUse automation after the manual steps are clear

Chat and research

ChatGPT, Gemini, Claude, Perplexity, Copilot

ResearchSummariesPlansComparisonsDrafts

When to use

Use this when you need ideas, comparison, drafts, explanations, or a research plan.

When not to use

Do not treat unsourced answers as facts. Verify important claims outside the chat.

Starter prompt

Compare [options] for [goal]. Use criteria, assumptions, risks, and a final recommendation I can verify.

Usually cheapest for text tasks. Cost grows when you upload long files or run many retries.

Writing and office

Microsoft Copilot, Google Workspace AI, Notion AI, Grammarly

EmailDocsMeetingsReportsSpreadsheets

When to use

Use this for email, documents, summaries, meeting notes, slide outlines, and office workflows.

When not to use

Do not paste confidential employer, customer, payment, HR, or legal data.

Starter prompt

Turn these notes into a professional [email/document/summary]. Keep the tone [tone], audience [audience], and list anything that needs human review.

Often included in workplace subscriptions, but premium office AI seats can be expensive.

Images and design

ChatGPT Images, Canva, Adobe Firefly, Midjourney

AdsLogosSocial postsProduct mockupsThumbnails

When to use

Use this for concepts, thumbnails, ad ideas, social graphics, icons, and brand experiments.

When not to use

Do not create misleading, copyrighted, fake endorsement, or sensitive personal images.

Starter prompt

Create a clean visual brief for [asset]. Audience: [audience]. Style: simple, high contrast, professional. Include text, layout, and export size.

Image generation can cost more than text. Generate fewer versions and refine the best one.

Video and voice

CapCut, Runway, HeyGen, ElevenLabs, Descript

ReelsShortsVoiceoversSubtitlesDemos

When to use

Use this for short scripts, voiceovers, subtitles, reels, demos, and presentation practice.

When not to use

Do not clone voices or create fake-person content without permission.

Starter prompt

Write a 30-second vertical video script about [topic]. Include hook, three on-screen text lines, voiceover, and CTA.

Video and voice tools can become expensive. Start with scripts before rendering final files.

Automation

Zapier, Make, n8n, AI APIs, Google Apps Script

Lead follow-upSupport triageContent schedulingReports

When to use

Use this after a manual workflow already works and has clear trigger, input, output, and approval rules.

When not to use

Do not automate refunds, payments, account changes, or customer messages without approval gates.

Starter prompt

Map this workflow into trigger, inputs, actions, approval step, error handling, and whether Zapier, Make, n8n, or manual process is best.

Automation costs come from task volume. Add daily limits and failure alerts.

Meetings, calendar, and inbox

Gemini, Microsoft Copilot, Otter, Fireflies, Fathom

Meeting recapAction itemsAgenda draftsFollow-upsCalendar planning

When to use

Use this for Meeting recap, Action items, Agenda drafts when the output is low-risk and easy to review.

When not to use

Do not use it with private data, regulated decisions, unsupported claims, or work you cannot review.

Starter prompt

Help me with [task] using Meetings, calendar, and inbox. Ask clarifying questions first, then produce a clear output, assumptions, risks, and review checklist.

Start with one small task before paying for premium seats or high-volume usage.

Knowledge, PDFs, and source-based research

NotebookLM, Perplexity, ChatGPT, Claude, Gemini

PDF summariesSource notesStudy guidesResearch briefsCitation checks

When to use

Use this for PDF summaries, Source notes, Study guides when the output is low-risk and easy to review.

When not to use

Do not use it with private data, regulated decisions, unsupported claims, or work you cannot review.

Starter prompt

Help me with [task] using Knowledge, PDFs, and source-based research. Ask clarifying questions first, then produce a clear output, assumptions, risks, and review checklist.

Start with one small task before paying for premium seats or high-volume usage.

Project management

Notion AI, Asana AI, ClickUp AI, Trello, Monday AI

Project plansTask breakdownsRisksStatus updatesRetrospectives

When to use

Use this for Project plans, Task breakdowns, Risks when the output is low-risk and easy to review.

When not to use

Do not use it with private data, regulated decisions, unsupported claims, or work you cannot review.

Starter prompt

Help me with [task] using Project management. Ask clarifying questions first, then produce a clear output, assumptions, risks, and review checklist.

Start with one small task before paying for premium seats or high-volume usage.

Coding and no-code building

ChatGPT, GitHub Copilot, Replit, Cursor, v0

Code helpBug explanationNo-code app briefsTest plansDocumentation

When to use

Use this for Code help, Bug explanation, No-code app briefs when the output is low-risk and easy to review.

When not to use

Do not use it with private data, regulated decisions, unsupported claims, or work you cannot review.

Starter prompt

Help me with [task] using Coding and no-code building. Ask clarifying questions first, then produce a clear output, assumptions, risks, and review checklist.

Start with one small task before paying for premium seats or high-volume usage.

Business intelligence and dashboards

Excel Copilot, Google Sheets, Power BI, Looker Studio, ChatGPT

KPIsDashboardsInsight reviewForecast notesDecision memos

When to use

Use this for KPIs, Dashboards, Insight review when the output is low-risk and easy to review.

When not to use

Do not use it with private data, regulated decisions, unsupported claims, or work you cannot review.

Starter prompt

Help me with [task] using Business intelligence and dashboards. Ask clarifying questions first, then produce a clear output, assumptions, risks, and review checklist.

Start with one small task before paying for premium seats or high-volume usage.

Sales, CRM, and customer support

HubSpot AI, Salesforce Einstein, Intercom, Zendesk AI, ChatGPT

Lead repliesCall notesSupport triageFAQ draftsObjection handling

When to use

Use this for Lead replies, Call notes, Support triage when the output is low-risk and easy to review.

When not to use

Do not use it with private data, regulated decisions, unsupported claims, or work you cannot review.

Starter prompt

Help me with [task] using Sales, CRM, and customer support. Ask clarifying questions first, then produce a clear output, assumptions, risks, and review checklist.

Start with one small task before paying for premium seats or high-volume usage.

HR, recruiting, and training

ChatGPT, Copilot, Gemini, Notion AI, Canva

Job postsInterview rubricsTraining plansOnboardingPolicy drafts

When to use

Use this for Job posts, Interview rubrics, Training plans when the output is low-risk and easy to review.

When not to use

Do not use it with private data, regulated decisions, unsupported claims, or work you cannot review.

Starter prompt

Help me with [task] using HR, recruiting, and training. Ask clarifying questions first, then produce a clear output, assumptions, risks, and review checklist.

Start with one small task before paying for premium seats or high-volume usage.

Finance and admin operations

Excel, Google Sheets, Copilot, ChatGPT, QuickBooks AI

Budget summariesExpense categorizationInvoice notesAdmin SOPsRisk checks

When to use

Use this for Budget summaries, Expense categorization, Invoice notes when the output is low-risk and easy to review.

When not to use

Do not use it with private data, regulated decisions, unsupported claims, or work you cannot review.

Starter prompt

Help me with [task] using Finance and admin operations. Ask clarifying questions first, then produce a clear output, assumptions, risks, and review checklist.

Start with one small task before paying for premium seats or high-volume usage.

Personal productivity and learning

ChatGPT, Gemini, Copilot, Notion AI, Perplexity

Study plansTravel planningDecision listsRoutinesPersonal checklists

When to use

Use this for Study plans, Travel planning, Decision lists when the output is low-risk and easy to review.

When not to use

Do not use it with private data, regulated decisions, unsupported claims, or work you cannot review.

Starter prompt

Help me with [task] using Personal productivity and learning. Ask clarifying questions first, then produce a clear output, assumptions, risks, and review checklist.

Start with one small task before paying for premium seats or high-volume usage.

Safety, privacy, and compliance review

AI For Work Lab checklists, ChatGPT, Claude, Copilot, Perplexity

Sensitive data checksClaim reviewFact checksApproval gatesPolicy drafts

When to use

Use this for Sensitive data checks, Claim review, Fact checks when the output is low-risk and easy to review.

When not to use

Do not use it with private data, regulated decisions, unsupported claims, or work you cannot review.

Starter prompt

Help me with [task] using Safety, privacy, and compliance review. Ask clarifying questions first, then produce a clear output, assumptions, risks, and review checklist.

Start with one small task before paying for premium seats or high-volume usage.

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