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For yourself

Make the first project small and clear.

Choose a task you care about, use your own pace, and ask for explanations in plain English.

Your starting plan

Get something set up

Describe the task before choosing a tool. A small project with a clear result is easier to price, test, and hand over.

Works anywhere in the United States.

  1. Write down the job

    Describe what happens now, what is repetitive, and what a better result looks like. Use sample information instead of private records.

  2. Check what you already use

    Ask your current IT or software provider whether the task is supported. Discuss setup, subscriptions, ownership, and maintenance.

  3. Request a written first step

    Ask for a small scope, clear deliverables, a test you can observe, and a handover plan. Compare proposals before committing.

Questions to ask

  1. What will I learn or receive, and how will we check that it works?
  2. What is the total price, including subscriptions and follow-up?
  3. Can you show a relevant example without exposing another customer’s information?
  4. Will I own the accounts, files, and work when the project ends?
  5. What information do you need, and how will you protect it?

Before you spend

Request a quote separating setup, recurring subscriptions, training, and support. Ask what happens when requirements change.

Keep ownership of accounts. Use permission-based access rather than sharing passwords, and agree how to remove access afterward.

Keep going

Getting set up

Plan a small AI project before hiring anyone

Turn a vague automation idea into a clear scope, test, and handover.

Read the guide Anywhere

Learning online

Compare remote and self-paced learning.

Explore Your next step

Change your plan

Choose another situation or type of help.

Explore

Email this plan to myself

Email opens a draft in your mail app. Review the recipient and message before sending.

Choose another situation

Choose your situation

For yourself

Choose a task you care about, use your own pace, and ask for explanations in plain English.

Use this plan Choose your situation

For your small business

Pick a task you repeat and use sample data. Decide who will own the tool and teach the rest of the team.

Use this plan Choose your situation

For your team

Choose a project owner, use approved tools, and agree how staff will check results before using them with customers.

Use this plan Choose your situation

For a family member or senior

Ask for plain language, larger text, and time to practice. Invite a trusted person if you want support. Keep control of your accounts and passwords.

Use this plan