The most underrated AI use case for SMBs is not building dashboards or summarizing spreadsheets. It is making sense of the unstructured data that already exists inside every business: customer feedback comments, support ticket notes, sales-call summaries, and survey responses pasted into a column that no traditional reporting tool can touch. AI reads it at scale in minutes. This session starts there and builds outward.

Attendees will leave with a working understanding of when and how to use AI across the full reporting stack, from unstructured text analysis to structured spreadsheet work, with explicit guidance on which tools to use at each stage and a Reusable Prompt Library they can take back and deploy the same week.

You will Leave With:

• A data inventory and classification worksheet.
• A Reusable Prompt Library starter template with 10 prompts mapped to common SMB reporting workflows.
• A native versus external tools decision matrix: Copilot, Gemini, ChatGPT, and Claude mapped to use case.
• The code execution rule: a single, memorable standard that eliminates the most common AI reporting error.
• A 90-day action plan template.