Tech, Tools & AI

Using AI as a Second Brain

Practical ChatGPT and AI workflows for quotes, emails and admin.

Notes from Randall Harper. Thirty years working alongside owner-operators, executives and boards — companies of all types and sizes — across entertainment & media, hospitality, service based business, lifestyle businesses, financial services, retail and not-for-profit, in Australia, Asia, the United Kingdom and the United States. What follows is the thinking I keep returning to.

AI is a tool, not a magic wand

AI is at its most useful for owner-operators when it does the work you would not have done well anyway — first drafts, brainstorming, summarising, structuring. It is at its least useful when used to outsource judgement, customer relationships, or anything that requires actually knowing your business. The skill is in the choice of what to delegate to it.

High-ROI uses for a small business

  • Drafting customer emails, then editing for your voice.
  • Summarising long documents — contracts, articles, transcripts.
  • Brainstorming — marketing ideas, blog topics, customer offers.
  • Structuring documents — turning rough notes into a clean proposal.
  • Researching a topic before you make a decision.
  • Transcribing voice notes from the car into clean tasks.

Treat it like a junior assistant

AI will produce a competent first draft of almost anything you ask. It will not produce a great final version without your editing. The best workflow is: ask AI for a draft, edit it to sound like you, fact-check anything specific, then send. Owners who skip the editing step end up with bland, slightly off-tone communications that quietly erode their voice.

What not to put into it

Never paste customer personal information, financial records, or anything confidential into a general AI tool unless you understand the privacy implications. Most consumer AI tools may use your inputs to train future models. For sensitive work, use a paid tier with clearer data handling, or a business-grade tool with appropriate controls.

Build prompts you can reuse

The same prompts come up repeatedly — 'rewrite this email more warmly', 'summarise this in three bullets', 'turn these notes into a quote summary'. Save the prompts that work in a simple document and reuse them. Over time, you build a small library of templates that turns AI from a curiosity into a quiet productivity multiplier.

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The contents of this paper are the opinion of Clear Point Advisory only. Readers should rely on their own judgement and obtain professional advice appropriate to their circumstances.

Clear Point Advisory · Randall Harper · randall@clearpointcollective.com.au · 0402 416 266
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