How would you use AI?
Pick everything that sounds useful. Not sure? Choose the last one and we’ll help you find the best uses.
Ask questions of our own documents Contracts, policies, manuals, past projects
Draft emails, proposals and reports First drafts in your voice and format
Summarize meetings and documents Calls, transcripts, long reports
Transcribe audio and video Meetings, interviews, dictation
Pull data from invoices, forms and PDFs Into your accounting or customer system
Analyze spreadsheets and data Trends, reports, plain-English answers
Help staff answer customers Suggested replies to email and chat
Sales and marketing content Posts, campaigns, listings, outreach
Write and review code A private coding assistant for your developers
Images and design Concepts, mockups, product images
AI your customers use directly A website chatbot or AI inside your product
Train or fine-tune our own model On your data, for your specialty
Not sure yet Help us find where AI would help most
Describe a task you’d love AI to take off your team’s plate
People and data
How often would it run?
Occasionally A few times a week, by a few people
Daily, during work hours Part of everyday work for the team
Around the clock Customers, automations or batch jobs, 24/7
What kind of sensitive data would it touch? (pick any)
Client confidential
Health info (HIPAA)
Financial or payment
Employee or personal
Trade secrets or IP
None of these
Where you are today
Do you have AI hardware?
No, we need a recommendation We’ll spec it with you
Yes, we already have AI servers We’ll host what you have
We plan to buy our own We’ll check your spec and host it
What do you have?
What AI do you use today? (pick any)
ChatGPT, Claude or Gemini
Microsoft Copilot
Cloud AI services
Built into our software
Nothing yet
Monthly AI spend today
Select…
None
Under $500
$500–$5,000
$5,000–$25,000
Over $25,000
Who runs your IT?
Select…
Our own IT team
An outside IT provider
Nobody, really
When would you like to start?
Select…
As soon as possible
Within 3 months
Within 6 months
Just exploring
How would you pay for hardware?
Select…
Buy it outright
Finance it (members)
Not sure yet