The levels
Level 1—Chatbot
What it is: You ask, it answers. This is the classic chatbot experience: ChatGPT, Claude, Gemini, or any other model that’s not embedded in your files or your systems. You give it a task, and it returns a response.
What changes at this level: You move from doing everything yourself to drafting and synthesizing with an always-available AI generalist.
What you can use it for: Writing from rough notes, summarizing documents, or answering questions about uploaded files
Try it:
I need to send a post-meeting follow-up email to a client. Here are my rough notes, the decisions we made, and two risks we need to flag. Draft the email in a calm, confident tone and end with three clear next steps. Tell me if anything sounds unclear or unsupported before you start writing.
Input: Meeting notes
Output: A polished email draft that identifies if there’s any missing information that still needs to be filled in
Human judgment: Confirm that the tone and facts are right, and the email’s content is something you stand behind.
I am uploading a 20-page PDF on our new benefits policy. Summarize the five changes employees will care about the most, and then answer these three questions: Who is affected, what specific policies does the new timeline impact, and what would likely confuse someone who is reading this quickly?
Input: A PDF or set of documents
Output: A summary and direct answers to your questions grounded in the source material
Human judgment: Verify the summary is factual, and that the model recognizes when the material is ambiguous.
When to move up: Chatbots can assist with a wide variety of tasks, but each session requires manual setup: You have to explain what you want, provide the necessary context, and transfer the chatbot’s response to wherever you’re getting work done. Consider moving to the next level if you get a lot of value from chatbot exchanges but are tired of copy and pasting.
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