The Business AI Handbook
Operations and Product · Nº 19
The Business AI Handbook
Where to Use AI in Your Business, and Where Not To, with Clear Rules That Protect Your Customers
Your team is already using AI. Do you know what they're pasting into it?
24 tools, a one-page AI use policy, and a spreadsheet to decide where AI goes in your business, who checks its work, and which data never leaves the building.
You get 24 tools to map your team's tasks, choose the first three AI uses, write the rules, review what AI produces, and run a 30-day pilot. Plus 11 templates, starting with a one-page AI use policy, and a 9-tab spreadsheet filled in with the example.
A book explains the method. This handbook puts it to work: the tool, a worked example, and a spreadsheet with your numbers.
One-time payment of $29.00. The order form shows the final amount, with any taxes for your country, before you pay.
Digital delivery: PDF handbook, spreadsheet and access on the Consylion platform.
14-day money-back guarantee: if it isn't what you expected, request a full refund within 14 days of purchase.
Your order is processed by Digistore24, our authorized reseller. By purchasing, you accept the terms of use and purchase · refund policy.
Nobody decided to bring AI into the business. It just showed up. One person drafts proposals with it. Another summarizes spreadsheets. Someone pastes a customer's complaint into a free app to get a polite reply. Then a quote goes out with the wrong measurements and the wrong customer name, and nobody can say which tool wrote it, who checked it, or what any of this is costing you.
THE SPREADSHEET
AI in business spreadsheet
Use the completed example as a reference and enter your business data in the marked fields. Check the instructions and the calculations before you make a decision.
SOUND FAMILIAR?
Three situations this handbook solves
Someone wants to try a new AI app
Before anyone signs up, you run the task through the five-question filter and check the policy. Does it touch confidential data? Is checking faster than doing? You walk out with a clear answer: AI, AI with review, or a job for a person.
A proposal is about to go out
AI wrote the first draft. Before it reaches the customer, whoever sends it runs the five review checks taped next to the screen: numbers and measurements, customer details, lead times and promises, tone, and the policy. The mistake gets caught at your desk, not in your customer's inbox.
An angry customer messages after hours
AI doesn't try to talk its way out of a complaint. It hits a handoff trigger, tells the customer when the team will reply, and passes the conversation to a person with a summary of the case. Your agent picks it up first thing.
INSIDE
What you'll find in each tool
Five parts. First, where AI fits: a map of your team's tasks, a five-question filter, and a one-page policy. Then text and customer service: better requests, human review, and when a conversation goes to a person. Then data, checked before you trust it. Then images, automation, and the true cost of each tool. Finally, a 30-day pilot, team training, an incident log, and a dashboard.
WHAT YOU GET
Everything included in your purchase
- The Business AI Handbook in PDF: 24 tools, each with a step by step, a worked example, and an exercise
- The AI in business spreadsheet in Excel and Google Sheets, with 9 working tabs, filled in with the example company
- The Template kit: 11 ready-made texts, including the one-page AI use policy, a human review guide, and a 30-day pilot plan
- 2 worksheets to fill in (task filter and incident) and a 30-day plan, one week per stage
- Access to your handbook on the Consylion platform
Full table of contents
The 24 tools, in the order you'll use them
Part 1 · Part 1 · Where AI fits in
- 01Company task mapWhat your team does every week, listed before you pick any tool
- 02The 5 use categoriesText, customer service, data, images, and automation, whatever the brand
- 03The go/no-go filterFive questions that tell you whether a task belongs with AI or with a person
- 04Value and risk matrixPick your first three uses with a clear yardstick instead of a hunch
- 05AI use policyOne page: what's allowed, what's not, and who approves new cases
Part 2 · Part 2 · Text and customer service
- 06The 5-part promptRole, context, task, format, and example in every request
- 07Prompt libraryThe requests that work, saved in one place, each with an owner
- 08AI draft, human reviewFive checks before any AI-written text goes out the door
- 09Tiered customer serviceWhat AI answers, what it prepares, and what always stays with a person
- 10Customer service knowledge baseThe approved answers AI is allowed to use
- 11Handoff to a personThe triggers that move a conversation from AI to a person at the right moment
Part 3 · Part 3 · Data and decisions
- 12Question first, data secondWrite down the decision before you ask for the analysis
- 13Analysis-ready spreadsheetClean up the data so the math comes out right
- 14AI-assisted analysis in 4 stepsQuestion, calculation, check, and decision
- 15Fabrication checkVerify numbers, sources, and quotes before you use them
- 16Data that stays in-housePublic, internal, and confidential: what can go into each tool
Part 4 · Part 4 · Images and automation
- 17AI images in your businessWhere they help in proposals and posts, and where they don't belong
- 18Automating repetitive tasksTrigger, action, and check, in simple workflows
- 19Human in the loopThe point where someone approves before AI acts
- 20Total cost of the toolSubscription, team hours, and review time in one calculation
Part 5 · Part 5 · Roll out and monitor
- 2130-day pilotOne use, one team, and one number before you expand
- 22Team trainingThree levels: people who follow the rules, people who use AI, and people who own a use
- 23Incident logEvery AI mistake written down, with its cause and its fix
- 24AI use dashboardUses, costs, errors, and the next review on one screen
Who it's for
It's for you if
- Your team already uses AI, each person their own way, and you want rules, review, and a number to track
- You answer a lot of messages, write a lot of proposals, or spend your days in spreadsheets
- You worry about customer data ending up in the wrong tool, or about AI sending something wrong to a customer
- You want to decide where AI fits before you sign up for one more subscription
It's not for you if
- You want to learn to code or train your own AI model. This handbook is about managing AI, not building it
- You want a ranking of this month's hottest apps. The handbook is organized by type of use, not by brand
- You want ads, channels, or sales copy. See The Digital Marketing Handbook and The Copywriting Handbook
- You want to document how work gets done before deciding what to automate. Start with The Process Handbook
Frequently asked questions
Which AI tool should I subscribe to?
The handbook doesn't pick brands, because they change every month. It shows you how to choose: test two tools in the right category on the same five real cases, then compare the total cost, including your team's hours and review time.
Can I paste customer data into AI?
Only what your data classification allows, in an approved tool, on a company account. The handbook helps you sort your data into public, internal, and confidential, and shows what to strip out before anything confidential goes in.
Is my business too small for this?
No. With five people or fewer, there's a short version: the task map, the filter, the policy, and human review. Add the rest of the tools as AI use in your business grows.
Do I need to know how to code?
No. The automations in the handbook use tools that are simple to set up. The part that takes care is the rule: what AI can do on its own, and where a person signs off first.
What about the rules on AI and data in my country?
They differ from place to place and they're changing. Wherever a local rule matters, the handbook flags it in an "In your country" box and tells you what to bring to a lawyer, so the conversation is shorter and more focused.
How much time does this take?
About 2 hours and 24 minutes of reading, plus the exercises. It's written at an intermediate level. The 30-day plan breaks the work into four weeks: the map and the policy, text and customer service, data, then cost and the pilot.
What do I get, and in what formats?
Each handbook is a PDF of about 100 pages with 24 to 27 tools. Every tool has step-by-step instructions and a worked example. You also get the handbook's spreadsheet in Excel (.xlsx), which opens in Google Sheets too, with the example already filled in. The message, policy, and clause templates are in the Template Kit inside the PDF, ready to copy and adapt. Read it in the member area or download the files.
How do I know if it fits my business?
Each handbook's page shows the problem it solves, who it is for and who it is not for, the full table of contents, sample pages, and the company used in the examples. The examples come from small businesses in several industries, with illustrative numbers. If it is not a fit, you can ask for a full refund within 14 days of your purchase, as described in the Refund Policy.
What is the difference between a handbook, an area set, and the Series?
A handbook solves one problem. An area set brings together every handbook and spreadsheet in one of the 6 areas, for less than the price of 5 single handbooks. The Consylion Handbook Series brings together all 100 handbooks and 100 spreadsheets, for less than the price of 8 single handbooks, and includes the next handbooks in the Series. Products outside the Series, from Consylion Life or Consylion Business, have their own price. They are sold separately and are not part of an area set or the Series.
Do I need to read everything before I start?
No. Each tool works on its own. Open the table of contents, pick the tool for today's problem, and start there. You can also read it cover to cover.
Do I need to know Excel?
The basics are enough: open the file and fill in the marked fields. The formulas are already built, and the handbook's example is filled in for reference.
How do I pay, and when do I get access?
By card or bank transfer, as a one-time payment with no subscription. Once your payment is confirmed, you get access to the member area by email. Approved card payments are confirmed right away. Bank transfers are confirmed when the funds clear. If access does not arrive within 24 hours of confirmation, check your spam folder and write to team@consylion.org.
How long do I have access, and how can I use the files?
Access does not expire, and you can download the files for offline use. The license is individual. You may read the handbooks, print them for your own use, and fill in and adapt the spreadsheet and templates with your company's data. If you are a consultant, accountant, or manager, you may apply the tools with your clients and deliver the result of your work, not the files. You may not share, resell, or distribute the files or the access.
How do support and refunds work?
Support is by email at team@consylion.org, on business days, with a reply within 5 business days. It covers questions about access, files, and payment. It does not include consulting or advice on applying the material to your case. You can cancel within 14 days of your purchase, without giving a reason, and get the full amount back through the payment method you used. Send the request to the same email. The details are in the Refund Policy.
CONSYLION HANDBOOK SERIES
The 6 departments of your business, for less than the price of 8 single handbooks.
This handbook solves today's problem. The Series solves the next one, and the one after that, with nothing more to pay.
- 100 handbooks with 2,403 ready-made tools, to read on screen and download as PDFs
- 100 spreadsheets for Excel and Google Sheets
- 6 business areas
- Lifetime access, unlocked once payment is confirmed
One-time payment of $197.00. The order form shows the final amount, with any taxes for your country, before you pay.
Digital delivery: PDF handbook, spreadsheet and access on the Consylion platform.
14-day money-back guarantee: if it isn't what you expected, request a full refund within 14 days of purchase.
Your order is processed by Digistore24, our authorized reseller. By purchasing, you accept the terms of use and purchase · refund policy.
Operations and Product · Nº 19
Put some rules around the AI you already use
AI is already in your business. This handbook gives you the map, the policy, the review checks, and the spreadsheet to decide where it helps, where it stays out, and who checks its work. Which tasks you hand over is still your call.
See all 100 handbooks · $197.00
One-time payment of $29.00. The order form shows the final amount, with any taxes for your country, before you pay.
Digital delivery: PDF handbook, spreadsheet and access on the Consylion platform.
14-day money-back guarantee: if it isn't what you expected, request a full refund within 14 days of purchase.
Your order is processed by Digistore24, our authorized reseller. By purchasing, you accept the terms of use and purchase · refund policy.