Your tools
- Check a company or supplierThe facts from the Companies House register, the warning signs, and the checks the register cannot do for you.
- Build a quoteA clean quote with line items, VAT by rate and a total in pounds, ready to print or save as PDF, plus a covering email.
- Reply to a customer complaintA calm reply, the internal actions for your team and a note on whether to escalate.
- Build a weekly management reportA one-page report: summary, KPIs against target with status, risks, decisions needed and next week's priorities.
- 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.
- Write a job descriptionA job description, person specification and advert, with a wording check and the right official guidance for where the job is.
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
- 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.
- How do I get AI to do this the same way every week?Pick your AI. Each one has its own way to keep instructions, so you don't start from scratch every Monday.
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.