Animation: A small team copies orders between chats and spreadsheets while the owner checks shipments and stock. An AI-assisted replenishment pilot consolidates records and flags exceptions so a manager can review and place the order.
01 / THE CHALLENGEWhen moving data takes up the day
02 / THE APPROACHGive the system and your team clear roles
03 / IN PRACTICEExample: retail stock replenishment
Customer messages
I’d like 3 boxes.
Please change the address.
Can I make it 5 boxes?
When will it arrive?
Orders span multiple chats
Spreadsheets
Item
Qty
Date
A01
3
10/2
B12
10/3
A01
5
2
10/5
Manual copyingleads to gaps
Owner decisions
Today’s tasks 12
Shipment status?
B12 low stock
Customer issue pending
Check stock, progress, and exceptions
Current workflowCheck each item manually
Review sales
Check stock
Copy items
Ask manager
Create order
Pilot workflowPrepare, then review
Combine data
Flag exceptions
Human reviewManager approves
Place order
Missing data goes back to staff for entry and review
Order
Order
Order
Order
One workflow
Inputs · Outputs · Rules · Owner
System processingHuman review
01Data inputSheets, orders, and work records
02System processingCombine, check, and flag tasks
03Human reviewReview suggestions and exceptions
04Performance reviewTime, rework, and operating cost
MICRO BUSINESS AI
Start with one recurring task.Give your team time back.