I know a lot of you reading this aren’t all sitting in huge corporations with millions of dollars at your disposal to take advantage of AI in both your learning design and local team level workflows.
The good news is you don’t need all that cash.
Not unless you’re a token hungry demon that uses AI for everything, but that’s a different problem to solve.
So I want to show you how to meaningfully leverage AI as a small L&D team or even a small business for less than $50 a month.
Okay, I’m going to break down six use cases of AI that you can apply across your small team or maybe a small business. I’m not going to recommend loads of tools because I really don’t think you need loads of tools.
The tools I’m specifically going to focus on are:
- NotebookLM
- Claude
- Sana Agents
- ElevenLabs
I will label each of the use cases with my recommended tools, but don’t take this as you can’t do these things without them.
1/ Your Digital Brain
Tools: NotebookLM, Claude
This is probably my favourite use case of AI today.
I refer to this use case as a “Digital Brain”.
To be clear, creating a digital brain with AI is not to replace you. It’s a space that helps you store all of the things that you’ve collected like your notes, your insights, research, but also helps you continue to learn and grow by leveraging these.
Back in 2022, Tiago Forte introduced the world to the concept of a second brain in his book “Building a Second Brain”.
My TL;DR (too long; didn’t read) overview is it was a system to help people organise all of the information spread across their life into a digital space like Notion and Obsidian. We could say note-taking on steroids.
While the idea is intriguing it still felt like a storage house rather than something living, unless you put in a lot of effort to make it that way.
Thankfully, AI changed this.
A lot of the challenge with creating knowledge management systems, which usually comprises things like your ideas, your notes, quotes, and operating processes, is that they are just lost in the web of tools that we’ve been using in the workplace and on personal devices.
I’ve always been jumping between so many tools in my personal stack. I’ve used Google Docs, I’ve used Notion, and I use a Mac-only app called Bear. These are mostly static libraries too.
Google and Notion now have AI baked into the interface, but I’m not totally convinced that’s a good thing.
What I love about AI is that I have the ability to put all of those assets in one place, not only as a storage locker but a space where I can revisit, I can ask questions, I can have conversations, I can generate new ideas and new ways of thinking out of everything that I’ve collected. I can even use these tools as a production studio to amplify and expand on those assets.
I hate using this word because it’s overused these days, but it really has been a game-changer.
What I recommend, if you want to create your own digital brain, is to use a tool which I love and pretty much have been in love with for quite some time called NotebookLM.
NotebookLM, from Google, is a space where you can do so much stuff. It would be a disservice for me just to say it is a space for research and analysis only. NotebookLM lets you create assets called notebooks, which are basically like project folders.
You can add up to, depending upon how much you’re paying Google, 500 sources at a time in one notebook, and you can have multiple notebooks, so you’re not restricted. But it doesn’t only store these assets, it gives you the opportunity to build from them in a production studio.
In this production studio, you can create:
- Audio overviews, which are basically podcasts of your notebook
- Slide decks
- Reports
- Blog posts
- Study guides
If you haven’t used NotebookLM before, I have a free video series on YouTube which will give you every single tutorial you need.
How to get started
In terms of creating a digital brain, NotebookLM is a great starting point, because you can create notebooks for lots of different categories.
One of the ways that I really enjoy using it is, of course, continuing to sharpen my skill set. I have some notebooks that have been running now for probably two to two and a half years that contain all the latest research and documentation around many topics.
One focused on generative AI skills, another on core human skills, and what I do is use those notebooks to store all of that research. I go back and have conversations about what the research told us a few years ago versus now, what insights can I uncover in that comparison, and also to break down all of the latest stuff that’s going on.
As I say, it is an incredibly underrated use case.
As a small team or a small business, you could use NotebookLM to store information, learn from it and share these notebooks with your team to collaborate on too. It’s a great opportunity for you, your team or clients to work on notebooks together for research or projects, onboarding, strategy development and performance reviews as well.
This is probably, for most of you reading this, going to be one of the biggest advantages that you can spend your time on now.
Get started with this by taking half an hour this week to explore my video series and start experimenting.
2/ Employee onboarding
Tools: NotebookLM, Claude
Yes, I’m going to mention NotebookLM again.
Onboarding is a shared experience for every single organisation. It doesn’t matter if you’re a team of five people or a team of 5,000 people. This is an incredibly pivotal process and milestone in the life of your organisation and individual employees.
You want to give the best experience possible, right?
There are some great opportunities for AI in this space, so let’s explore those.
I have seen lots of small teams and companies use notebooks for employee onboarding. You can bundle any documentation, and the important stuff that people need to know about the organisation to get started in their company in the first few weeks, and let your employees have a conversation with that document.
This is helpful because there are always loads of questions that we want to ask as new joiners, but we don’t always feel confident in asking a manager or the HR team. Sometimes there isn’t time, and things fall through the cracks.
Another idea, and this is kind of a two for one here, is that you could create a very simple AI assistant.
Now you can do this with Claude, or you could use something like Sana Agents as well, where you can create an assistant or an agent, as people like to call it nowadays, because it seems those words have interchanged.
This can act as an onboarding buddy.
It doesn’t replace your onboarding experience. It is another tool in the ecosystem of tools that you put in that onboarding experience (an example of how this works in practice).
As I mentioned, there are lots of questions that we have as newbies, and sometimes we don’t know where to find the answers.
So having a little always-on digital assistant where we can say:
- Hey, how do I get myself set up on the printer?
- Who do I need to talk to about this?
- Where’s the team for that?
We can shortcut some of that stuff with an AI assistant paired with the right data.
This is about supporting that process overall and filling in the gaps where they might exist. I hope it gives you some inspiration to think about how to use AI with onboarding.
3/ Performance reviews and 1:1s
Tools: NotebookLM, Claude, Sana Agents
I’m bucketing these two under the same category because they are kind of related.
I think the ideas will make more sense with this connection, but stay with me.
Let’s start with 1:1s. One of the ideas that I’ve always loved and would use if I were still in corporate is keeping a catalogue of 1:1 conversations within a tool like NotebookLM or within a project in Claude. I would do this as a team member, but I’d also do this as a manager.
I would have a running schedule of the notes from all of my conversations:
- TL;DR overviews
- Actions that I want to do
- General notes from these conversations
This gives me a holistic picture of how those conversations are going.
I can use Claude to dissect them and understand how I’m feeling about my own performance, and how people are feeling in their 1:1s too.
Over time, that becomes a way of tracking what performance looks like across a broader view.
Here’s how you could do this:
- Create a project in Claude, or a notebook in NotebookLM, to create a space where you can put all those notes, all dated by the time you’re having those conversations, either for yourself or for you as a manager with your team members.
- Add your files: Keep any feedback you get on yourself and/or team. Then you can have a conversation with your tool of choice to get a holistic view of how performance has been across a 12-month period, instead of relying on recency bias with whatever you’ve heard in the last two weeks.
4/ Strategy development
Tools: NotebookLM, Claude, ChatGPT or any LLM
I think this one is probably straightforward. You can achieve the same results in most of the AI chat (LLM) tools that are available today.
Too often I see people use AI only in a Q&A style, so you ask something, it answers and that’s it.
The real gold is in a long-form conversation where you provide context (emails, documents, your own thoughts/ideas) and explore these to uncover insights and create new points of view.
Those who do this are choosing to become wiser with AI, not just look smarter.
Let’s say you’re a small business owner who wants to formalise a strategy for the next year.
Here’s how you could work with AI:
- Open your AI chat tool of choice
- Create a project folder if using Claude/ChatGPT/Copilot or a notebook in NotebookLM
- Feed it context with any documents on previous strategies, business results, customer feedback etc
- Compound this by sharing your goals/ambitions/wishes for the business for the year ahead
- Now, converse with your AI tool about past performance, what can be learned and steps you could take to achieve this year’s progress
- Work with AI until you understand your options ahead
The goal is not to get AI to write your strategy.
Instead, you’ll use this interaction to learn more about your business and how to build a plan that makes sense for your business. Don’t expect AI to craft you a “great strategy” on its own.
Note: Steps 2 + 3 are vital to make this whole thing work. You need a centralised workspace to store your chats, documents and manage what your AI remembers. I don’t advise random chat threads that you struggle to find in three months’ time and your AI cannot recall when you need it.
This is an older video but the thinking behind it with context and conversation remains the same.
5/ Research + Analysis: competitor, internal and industry based
Tools: Claude, NotebookLM
You might already have used AI for this, but if you haven’t you certainly should.
Again, no shockers, Claude and NotebookLM are my go-to recommendations here.
AI has reshaped the way we surface research. Both in a good and not so good way (looking at you, hallucinations). It’s never been easier to make use of Deep Research features across most popular LLMs to uncover and analyse hundreds of sources in under 30 minutes (NotebookLM is my favourite to do this).
As a small team or business, this is another powerful weapon in your arsenal.
No matter if you’re keeping up to date on industry trends, exploring what others are doing to tackle a problem or scouting the competition. Each of us is doing some form of research and analysis almost daily.
There’s no need to take a course to understand how to do this either. Just visit your AI tool of choice, tell it what you want to achieve and engage in back and forth conversation until you get something that works for you.
Once more, I’d suggest creating a notebook for NotebookLM users or a project folder in Claude to keep all of this in one place.
6/ Customer support
Tools: ElevenLabs, Sana Agents
Getting to the heart of what your customers need and making that a reality is the goal of any great team and business.
Sadly, the support functions of many small teams and businesses can often be a let down. We have an opportunity for AI to make that experience better. Anyone, and I mean anyone, can now create an AI customer support assistant.
You don’t need to be technically minded, you just need to understand what makes a great experience and how to set up AI to enable that. This could come in the form of a text or voice based (or both) assistant that sits on your website and/or product. You could even take this a step further and build a fully capable voice agent trained on your organisation’s knowledge base that customers can call directly to resolve any queries.
Check out these videos to see those ideas in action.
Final Thoughts
Remember what I promised at the top: all of this for less than $50 a month.
Here’s roughly how that stacks up:
- NotebookLM: free tier is good but I recommend the $5 per month plan with Google Gemini Plus
- Claude: $20
- ElevenLabs: $6
- Sana Agents: $0 month with limits (paid plans available)
You don’t need a transformation programme or a six-figure budget. You need one or two tools, your own context and half an hour a week to experiment.
Pick one use case from this list and start there this week.
Go forth, human.
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