Checklist
Security and Privacy
Reliability
Data Exportability
Total Cost
Check whether the provider publishes security certifications (such as SOC 2), where your data is stored, and whether you can opt out of model training on your data.
Compare the full cost (seats, usage fees, add-ons) with the time the tool could realistically save your team.
Look for a public status page, published usage limits, and clear support options before you rely on a tool for daily work.
Make sure you can export your data in standard formats, so you can switch tools later without losing your work.
Common Use Cases
Where automation reduces overhead
Examples of back-office tasks where AI tools are commonly used.
Contract Summarization
Inbox Triaging
Inventory Forecasting
Tools that summarize vendor agreements and highlight terms like renewal dates and liability limits. Have important contracts reviewed by a professional.
Tools that sort and tag incoming emails so urgent client messages are easier to find. Review automated replies before they are sent.
Tools that use past sales and lead times to suggest reorder quantities. Treat forecasts as estimates, not guarantees.
Building your software stack?
Before you pay for annual seats or enterprise licenses, read our guide to choosing lean business software.