Work Smarter: AI Productivity

Advisor Facilitator

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Get in Deep w/ AI Wins for Small Business Owners & Individuals

AI is still blazing out there—moving at a pace that is hard to keep up with. But your workload doesn’t have to feel like standing on a hot pavement. This month, we want go beyond quick tips to show you exactly what to do, why it matters, and how to stay cool and build from there.

We’ll dive into:

  • AI Confidence Playbook
  • Social Media – A LinkedIn Post
  • Using AI with email
  • Research w/AI

Scared of AI? It’s Easier Than You Think

Let’s be real: AI is here to stay, and if you’re not already dipping your toes in, it’s easy to get left behind. Good news: your fellow business owners and subscribers asked, and we delivered a playbook to get you AI-confident, fast.

The AI Confidence Playbook, specially crafted for non-tech business owners and individuals. Think of it as your friendly guide to leveraging AI for more automation,Standard Operating Procedures (SOPs), and a serious bump in productivity.

Why care? Because learning the basics now means you’re ahead of the curve, setup for the future and not left behind.

  1. AI is Now, Not Later The future is here everyone, so it’s time to learn the ropes. This eBook gets you up to speed on AI fundamentals, especially if you’re a newbie or just wanting to level up.
  2. Built for You (Not the Techies) This isn’t for the coders or algorithm gurus. It’s for peeps who want to understand AI’s power for everyday tasks, such as, simple prompting to solve tedious work that takes up all your time.
  3. Become an AI Superhero The more you know, the stronger your game. Get an overview of top chatbots and tools like ChatGPT, Gemini & Copilot, all laid out clearly so you can start using them today.

With no sweat, you can start using AI today. Sign up for a free account with one of the chatbots mentioned, and just tell it your problem. Need a quick email drafted? Ask AI. Want ideas for social posts? Ask AI. Just remember: keep your super-secret personal info out of public chats. This eBook gives you the simple steps to start small and win big.

AI is here to make your life easier-not take your job. Still unsure? grab this eBook to get confident, pronto.

  • Pick up the Playbook: Get an overview and easy-to-understand basics and practical tips.
  • FREE Webinar: Not a big reader of eBooks? ask us about the webinar.

AI isn’t scary; it’s your new secret weapon.

Get confident, get productive, and take control with AI!

LinkedIn: AI-Supported Carousels

Those slick sliders on LinkedIn that captures your attention & keep you engaged? Using AI to assist in creating then scheduling one of those.

LinkedIn Carousel-AI Assisted. Instead of a single static post, you’ll use AI (like ChatGPT or Gemini) plus Google Slides to quickly craft a multi-page, scrollable document right on LinkedIn.

Learning how to use the tools you already use-assuming you’re a Google User-to get your post ready and scheduled on LinkedIn for efficiency.

  1. Grab Attention, Deliver Value Carousels are super engaging on LinkedIn, letting you share bite-sized, rich content that viewers can use now.
  2. Time-Saving Power Duo Combine AI for sharp, concise text and Google Slides for easy visual creation.
  3. Be Smart, Be Safe Always use your own photos or royalty-free assets. And remember, never paste private customer info into AI chats – ever.

Draft a concise, engaging intro for LinkedIn, setting a friendly, curious tone. Copy and refine that text. Then, open Google Slides, set your page to portrait (like 8.5×11 inches), and start building your carousel. You’ll prompt the AI again, using a “Hook, Value, CTA” framework for each slide’s content. Pop your text into slides, add eye-catching stock images from within Slides, and highlight your Call to Action. Once everything looks sharp and branded, download it as a PDF. Finally, upload that PDF directly to a new LinkedIn post, add a descriptive title, schedule it, and boom! Your engaging carousel is live.

You can use any combination, of AI and your preferred graphic tool. Here we used Google Slides to create scroll-stopping LinkedIn carousels to hopefully boosts engagement and saving you time.

  • Prompt AI for Content: Use a “Hook, Value, CTA” framework for each slide’s text.
  • Design in Slides: Create engaging visuals and add royalty-free images.
  • Schedule & Share: Upload your PDF to LinkedIn and schedule for optimal reach.
  • Fun Fact: LinkedIn document carousels often see 3x higher engagement than single image posts!

Stop blending in and start standing out.

Power up your LinkedIn with AI carousels today!

Drowning in Email? Gemini To The Rescue

Long email threads, endless replies, searching for that 1 detail. Email clients like Gmail can summarize those monster threads, draft replies & provide actions items.

Gemini in Gmail, your personal AI assistant built right into your inbox. ( with Google AI Premium or a Workspace add-on).

Instead of sifting through endless messages, Gemini can summarize complex email threads, draft polished replies, and even dig out key details for you.

  1. Time Saver, Big Time Gemini, like a real assistant, managing your email workload & giving you back time..
  2. Smart & Seamless It’s context-aware, meaning it understands your conversations and even uses info from your Google Drive to keep things on point.
  3. Easy Access, Paid Feature You’ll need Google One AI Premium or the Gemini for Workspace add-on to access this superpower. Incase you don’t have the paid version, you can use other workflow tools, like zapier to get the same Gemini experience or other email platforms that supports AI in email.

You open a super long email chain. Using Gemini, just tap “Summarize this email,” Poof! You get the gist in seconds. Need to reply? Tell Gemini to “Help me write” or “Refine draft” and watch it create a polished response. You can even ask it to “find dates” or “show action items” from a thread.

Stop drowning in emails. Use Gemini in Gmail to summarize, draft, and extract info, saving you hours weekly.

  • Get Access: Subscribe to Google Gemini for Workspace add-on.
  • Gemini in Google Gemini for Slides, Google drive, even in Calendar, in the tools you use regularly.
  • Ask about Gemini prompt Cheat-Sheet – Commands to use Gemini in Gmail

Unleash Gemini in your Gmail like I do.

Get Answers: AI-Powered Research

The dreaded “rabbit hole” effect, that steals precious time you don’t have. The Google Search. You look at every result that may not provide the clarity you want for your Grant search. Snap your fingers and get straight to the point, with references & sources for you to validate, skipping the extras.

Focused AI Research. Instead of Google’s endless scroll, you use tools like Gemini or ChatGPT to ask super detailed questions. Then, you hit ’em with follow-ups to drill down further, getting exactly what you need, complete with clickable sources.

Because cutting research TIME by up to 60% means you make smart decisions fast, freeing you up to actually work on your business.

  1. Decide in Minutes, Not Hours or Days Quick, accurate insights mean you can make fast decisions, keeping your business lean & productive, especially when every minute counts.
  2. Time is Money, Save Both Cut your research time dramatically, especially when working with multiple customers, orders, deliveries or initiatives. No more endless scrolling!
  3. Trust, But Verify Always ask AI for clickable sources and take a quick peek at 1 or 2. For super sensitive stuff (legal, health, money), AI’s a great start, but always check with a pro advisor.

Say you need to know “top summer grant trends for Texas SMB in 2025.” Just ask Gemini or ChatGPT for the trends and a link for each trend. Then read all the bullet points, click sources to verify. Go deeper: Ask a follow-up, like “Expand on trend #2 with vendor examples in Texas” In minutes, you’ve got solid info for your newsletter, blog, or even inventory planning ideas, without getting lost online.

Don’t do like I used to & stop drowning in browser tabs views-you’re already in AI chat so just use it for quick, sourced research to save massive time.

  • Ask Clear Questions: Get specific with your AI prompts.
  • Demand Sources: Always ask for clickable links to verify info.
  • You’re now ready for Deep Research: With your feet wet now, take an even deeper dive-let AI research your competitors and not only provide summary of the results, but valuable insights pulled from all sources.

Turn insights into action.

Get your time back, starting now!

AI isn’t just for tech giants anymore, it’s for everyday individuals & business owners ready to reclaim their time and elevate their game.

This issue was packed with tactical insights on how to start using AI without feeling overwhelmed. From building confidence with our AI Playbook, to writing your first LinkedIn post in minutes, to having AI summarize and draft your emails, and even cutting research time by over 50%

You can put AI to work right now. You don’t need to be an expert. You just need to know where to start and that’s where we come in.

If this helped you feel more prepared, pass it on. If you’re still wondering how this applies to your work, ask us.

Just remember: we have your back, when you’re ready.

Sign up the FREE AI Confidence Webinar

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