Phase 1: Getting Started with AI Assistant Tools
AI in the Workplace: Phase 1 – AI as Your Assistant
Sixth City AI | AI Adoption Series: Part 1 of 3
"AI assistant tools for the workplace are the simplest entry point"
Phase 1: “Human with Assistant”
In Microsoft’s 2025 Work Trend Index, the first phase of AI adoption is all about using AI as a personal helper. Think of tools like ChatGPT, Notion AI, Microsoft Copilot, or GrammarlyGO lending a hand with everyday work—summarizing notes, drafting emails, pulling quick info, or getting ideas flowing. You’re still doing the work, but with some backup.
Right now, AI in this phase doesn’t replace roles or run full processes—it just makes the stuff you already do a little faster and less draining.
Is This a Good Place to Start?
Absolutely. Phase 1 is the easiest way to get started with AI. There’s no need to overhaul your systems or invest big dollars. It’s a “dip your toes in” phase—perfect for business owners, team leads, or office managers looking to test the waters. It’s like test-driving AI—low risk, high reward, and easier than you think. If your team uses Microsoft 365, chances are the tools are already there.
The only skill you need? Learning to write a decent prompt and knowing when to double-check the results.
From a Manager or Owner’s Point of View
You may already be using AI without knowing it—and that’s a great place to start. Maybe your marketing team’s using AI to help write social posts. Your admin uses it to schedule follow-ups. Your finance lead relies on AI-driven formulas in Excel. These are all signs that AI is already at work.
Here’s what Phase 1 might look like on the ground:
- People saving time on simple, repetitive tasks
- Hearing things like, “Let’s try this with Copilot first”
- Reviewing AI-drafted content during brainstorms
- Team members using AI tools on their own, without being asked
The change can feel subtle—but you’ll notice faster turnarounds and fewer first-draft rewrites.
Who’s Here Now?
According to Microsoft’s report, about a quarter of leaders say AI is already in place across their orgs, while another chunk is still testing it out. Most small and mid-sized businesses, though, are still in this early phase—exploring AI as a support tool, not a full-on automation engine.
Interestingly, it’s employees—not executives—leading the way. In 2024, nearly 3 in 10 knowledge workers said they were using AI multiple times a week. Often, it’s this kind of bottom-up momentum that nudges leadership to pay attention.
Bottom Line
Phase 1 is where smart adoption starts. It’s simple to try, low-risk, and packed with small wins that add up. If your team is curious, this is the moment to lean in.
