Entrepreneurs edition
A quote can be ready faster. But customer contact and checking are still your job.
Teamleader can prepare quotes using information from your business
Focus AI prepares quotes and payment reminders. You check and approve them.
Teamleader has added Focus AI to Teamleader Focus. The assistant uses information already in the system, such as details about customers, projects and invoices. It can use this to prepare quotes. It also shows which quotes need follow-up. And it can prepare payment reminders. You check the result and approve it yourself. More than 1,000 small and medium-sized businesses tested the trial version. Each plan gets AI credits every month. These are credits for using AI: 100 in Smart, 200 in Grow and 300 in Flow. In October, every account will temporarily get five times as many credits. Later this month, a paid Pro Booster will become available for anyone who needs more credits. For a small business, this could reduce repeated writing work. The source does not say how much time business owners save. So compare the results with your current way of working first. Only count time saved once you have measured it yourself. This week, see which tasks Focus AI can prepare for you. Check every quote and approve it yourself. Focus AI uses customer, project and invoice details from Teamleader Focus. It uses this information to create a first draft of a quote or payment reminder. You check the text and approve it. The skills mentioned are ready-made routines for repeated work. They help you prepare the same kind of task in the same way each time. That means you do not have to start from scratch every time. The assistant uses information already in the system. So you do not have to enter it again. But an error in that information could also appear in a proposal. The source gives no measurement of time saved or accuracy. AI credits are also limited for each plan. You may later need a paid Pro Booster for extra use. So keep track of how many proposals you ask it to make. Also note how many still need changes. Start by testing a few quotes. Compare the total time with your usual approach.
Background for subscribersThis edition shows how AI can prepare or handle repeated work. Examples include quotes, customer questions and product information. The time saved is not known for every business. So check the result. Ask what customers want and make sure product details are up to date. Checking is especially important for payments and tax questions. Use contact details you already know and consult a reliable second source.
Gemini can remember regular tasks as skills
Google is rolling out skills in Gemini chat worldwide. A skill is a saved set of instructions for a task you do often. You can ask Gemini to create one during a conversation. After that, the routine starts when you type a suitable request. Google says skills replace the earlier Gems. Do you often create similar reports, emails or quotes? This could reduce repeated work. The source gives no price or estimate of time saved. Check that the result suits your business before sending it. Create a skill for a regular task this week. Check the first results carefully. The instructions are saved, so you do not have to explain them again each time. Gemini starts the saved process when you type a suitable request. This makes it easier to repeat the same approach. The source does not say how Gemini decides whether a request is suitable. A regular routine can save time. But that does not mean every result will be right. The source also does not say which subscriptions include access or what using it costs. So start with a task where an error is easy to fix. Check the result before sending it to a customer.
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