Instead of manually taking notes during research, use an LLM with a large context window (like Gemini) to process long video transcripts. This creates a searchable, summarized chat from hours of content, allowing you to quickly pull key points and unique perspectives for your own writing.

Most companies are not Vanguard tech firms. Rather than pursuing speculative, high-failure-rate AI projects, small and medium-sized businesses will see a faster and more reliable ROI by using existing AI tools to automate tedious, routine internal processes.

Writing detailed documentation is a task most employees avoid. By recording a quick video walkthrough of a process (e.g., how to pull a report), that video can be shared, referenced, and then automatically transcribed by AI into a structured SOP, eliminating the friction of manual writing.

Counterintuitively, the path to full automation isn't just analyzing conversation transcripts. Cresta's CEO found that you must first observe and instrument what human agents are doing on their desktops—navigating legacy systems and UIs—to truly understand and automate the complete workflow.

The best initial use for AI in marketing operations is automating high-volume, low-complexity "digital janitor" tasks. Focus AI agents on answering repetitive questions (e.g., "Why didn't this lead qualify?") and cleaning data (e.g., event lists) to free up specialist time for more strategic work.

To truly leverage AI, professionals must change their approach to tasks. Instead of automatically assuming personal responsibility, the first question should be whether an AI tool can perform it. This proactive mindset shift unlocks significant productivity gains by automating routine work.

WorkTrace AI addresses the bottleneck of identifying AI automation opportunities within enterprises. Instead of relying on expensive human consultants, its desktop app monitors employee workflows to automatically flag repetitive tasks, generating a prioritized roadmap of agent-based automation opportunities.

Don't get distracted by flashy AI demonstrations. The highest immediate ROI from AI comes from automating mundane, repetitive, and essential business functions. Focus on tasks like custom report generation and handling common customer service inquiries, as these deliver consistent, measurable value.

Overcome the hurdle of documenting processes by recording a screen-share video of yourself performing a task while talking through the steps. AI tools can then automatically convert the recording into a written playbook, eliminating the need to set aside dedicated writing time.