On this page:What it isWhy it mattersHow to do itExampleCommon mistakesTry it this weekGoing furtherKey words
What it is
Some tasks come back every week in the same shape: answering a common customer question, writing a status update. Each time, someone explains the task to the AI again.
"AI behind a button" means packaging that task into a small tool. The person fills in the changing part (the input), presses one button, and gets a draft back. The instructions stay fixed inside the tool, so nobody has to remember them.
Think of a coffee machine button: the recipe is set once, you press, and you still taste it before serving.
Why it matters
- Repeat work becomes faster and more consistent across the team.
- People who are not confident with AI can still use it well, because the hard part is already written.
- It shows clear, countable value: one task, done weekly, with time saved each time.
How to do it
- Choose one task that happens at least weekly, has a clear input and a clear output, and is low risk if a draft is wrong.
- Write down the four parts: inputs (what changes each time), fixed instructions (what never changes), output (format and length), and human check (who reviews before use).
- Pick the simplest approved option you already have: - a saved custom assistant or project in Claude, ChatGPT, Microsoft Copilot or Gemini; - an AI add-in inside your spreadsheet or document software, where a formula or menu sends a cell's text to the AI; - a form that sends the text to an AI and returns a draft; - a no-code automation tool (one where you connect steps by clicking rather than programming).
- Build it with made-up examples first, never real customer or personal data.
- Test it on ten realistic, made-up inputs and compare the drafts with what a skilled colleague would write.
- Add the human check as a visible step: the output says "Draft, to be checked by [role]".
- Launch it with two or three colleagues, collect feedback for two weeks, then improve the instructions.
Example
Task: the team answers questions about delivery times several times a day.
Before: each person writes a reply from scratch, with different tone and sometimes the wrong policy.
After: a custom assistant called "Delivery reply" with fixed instructions:
You draft replies to customer questions about delivery. Input: the customer's message, pasted below. Rules: - Use only the delivery policy in the attached file. If the answer is not in it, write: [Check with the logistics team]. - Friendly, clear, under 120 words, British English. - Never promise a date. Use the ranges in the policy. - Do not include any personal data beyond the customer's first name. Output: - Subject line - Reply text - One line at the end: "Draft. Checked by: [name]" Customer message: [paste message here]
A team member pastes the message, checks the draft against the policy and sends it themselves.
Common mistakes
- Starting big. Begin with one small weekly task where a wrong draft is easy to spot.
- Removing the human check to save time. Keep a person reviewing every output until you have strong evidence the drafts are reliable, and keep spot-checking after that.
- Using an unapproved tool. Use only approved tools, and check where the text goes.
- Letting instructions drift. Give the tool an owner and a version number.
- Not measuring. Note how long the task took before and after, so you know whether it helps.
Try it this week
- List three tasks you did more than once last week (3 minutes).
- Pick the one with the clearest input and output (2 minutes).
- Write the four parts: inputs, fixed instructions, output, human check (5 minutes).
- Save it as a custom assistant or saved prompt and test it on two made-up inputs (5 minutes).
Going further
- Spreadsheet add-ins can run the same instruction across many rows; check a sample of rows by hand, not just the first one.
- Ask the AI for structured output (for example fixed headings or separate columns) so it fits neatly into the next step.
- In no-code automation tools, add an approval step before anything is sent or saved outside your team.
- Keep a small test set of inputs and expected outputs, and rerun it whenever you change the instructions or the AI model changes.
Key words
- Input: the part that changes each time, such as a customer message.
- Fixed instructions: the rules that stay the same every time the tool runs.
- Add-in: an extra feature installed inside software you already use, such as a spreadsheet.
- No-code automation: a tool that links steps together by clicking and choosing options, without programming.
- Human check: the named step where a person reviews the output before it is used.
Examples and figures in this guide are illustrative. AI tools change often: check what your organisation's approved tools offer today. Use approved tools only, and a person checks and decides.
Prefer to print or share it? Download this guide as a PDF (243 KB), or the complete AI Field Guide (1.7 MB).
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