The October Cheat Sheet

20 Tips for Setting Up AI
For the Very First Time

No jargon. No tech skills. Just twenty simple things that will save you time, stress and a few false starts.

1

Start with one boring task

Don't try to change your whole business on day one. Pick the one dull job you put off every week (replying to enquiries, writing quotes, social captions) and hand that to AI first.

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2

Pick one AI tool and stick with it for a month

Jumping between tools is the fastest way to feel lost. Choose one, get comfortable, and only look at others once you know what you actually need.

3

Tell it who you are

Most tools have a settings page where you can describe yourself and your business. Fill it in once and every answer gets more useful, without you repeating yourself.

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4

Tell it who it's writing for

'Write a caption' gets you something bland. 'Write a caption for a busy cafรฉ owner who has never used AI' gets you something you can use.

5

Treat it like a new member of staff

It's not a search engine. Give it a proper brief, explain what you want and why, and expect to guide it, just as you would with someone on their first day.

6

Talk to it in plain sentences

There are no magic words. Type it the way you'd say it to a colleague. If it's clear to a person, it's clear to the AI.

7

Never settle for the first answer

The first reply is a rough draft. Say 'shorter', 'warmer', 'less formal' or 'try again with a different angle'. The real value is in the back-and-forth.

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8

Show it what good looks like

Paste in an email or post you're proud of and say 'write like this'. Examples beat instructions every time.

9

Say what you don't want

'No jargon, no exclamation marks, nothing salesy.' Telling it what to avoid saves you a lot of editing.

10

Ask it to interview you first

Stuck on what to say? Tell it to ask you five questions before it starts writing. You'll get something far more personal.

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11

Check the facts before you send

AI can sound confident and still be wrong. Always check names, prices, dates, numbers and anything legal or medical.

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12

Think before you paste in private information

Don't paste in anything you wouldn't put on a postcard: customer details, bank information, passwords. Check your tool's privacy settings too.

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13

Start on the free version

You can learn everything in this list without paying. Upgrade only when you keep hitting a limit that's actually costing you time.

14

Save the prompts that work

When something works well, copy what you typed into a note. In a few weeks you'll have your own little toolkit.

15

Ask for the format you need

A short email. A table. Five bullet points. A script you can read out loud. Tell it the shape of the answer and you'll save a lot of reformatting.

16

Try talking instead of typing

If you think better out loud, use the voice option on your phone. Ramble your ideas, then ask it to tidy them up.

17

Read the result out loud

If it doesn't sound like you, it won't sound like you to your customers either. Tweak it until you'd happily say it in person.

18

Give it your brand voice once

Write a few lines on how you sound (friendly, direct, no waffle) and keep them handy to paste in. Your content stays consistent without extra effort.

19

Keep a 'time saved' tally

Jot down how long a task used to take and how long it takes now. Seeing the minutes add up is the best motivation to keep going.

20

Little and often beats big and rare

Fifteen minutes a day will get you further than one long session a month. Make it part of your routine and it soon feels natural.

Want a hand getting started?

Book a Free AI Chat With Phil

No hard sell. No jargon. Just a plain-English conversation about where AI can help your business.

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