You Your role Choose your role Founder / owner Engineering Marketing Sales Customer support Operations Design / creative Data / analytics Student Other Team you are rolling AI out for Choose a team Whole company Engineering Product Marketing Sales Customer support Operations Finance People / HR Legal Design Data
Workflows you want AI to handle Pick up to six. The first one becomes the starting point of your adoption plan.
Writing & content Documents, proposals, marketing copy Customer support Tickets, replies, help content Software engineering Code, review, delivery speed Marketing & sales Campaigns, outreach, creative Operations & admin Meetings, automation, reporting Research & analysis Reading, data, evidence
Where you are, and what you can spend How much AI is in use today No AI in regular use A few people use it informally Used across several teams Budget per person, per month (USD)
How sensitive is the data involved?
Ordinary business data Documents, marketing copy, internal notes. Standard vendor terms are fine. Regulated or client-confidential Health, finance, legal or client data. Needs no-training terms and a written policy. Restricted — cannot leave our systems Public tools are off limits for the real data; pilot with anonymised inputs only.
Anything else we should know