Glad someone asked this. I’ve been trying to figure out where AI actually fits in my workflow vs. where it just adds more noise. I use ChatGPT and Notion AI a lot for writing and synthesis, but when it comes to client deliverables, I still feel like I’m doing 90% manually. Curious what tools others actually trust with real work.

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lol, this bowl has been asking this for a year.

1. Use the tools that your firm has approved and are behind your firm’s firewall . Understand that putting client data on chatgpt or any random tool is as secure as posting it on reddit. Unless you work for a firm who thinks data confidentiality and security is overrated. Or you run your own firm

2. If you could trust it 100%, you won’t be needed. Always verify everything.

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AI is just a collection of tools and techniques. There is no actual intelligence. The quality of what AI can inference or output/generate is dependent on data quality, architecture, the use case/context fit.

As an everyday user, you'll benefit from an LLM, especially one that has rag or context dump. This is a portion of generative AI. This will be your thought partner and personal accelerator. You must provide good context and verify and evaluate the generated output. For workflows, tasks automation this is a agentic AI, a combo of something like an LLM and tool/function/mini program that an LLM can you use or call when appoproate.

What do you do? Maybe I can give you some ideas

Pretty good summary.

Agentic workflows can be pretty powerful (can replace some process facilitators), but it assumes the underlying data schemas for tools it uses are good.

Unfortunately, it’s a classic case of garbage in vs out. And getting ppl to enter decent data is a 20+ year old problem

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