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AI Opportunity Workbook
Find your first AI win.
A guided workbook to figure out where AI fits in your business. Pick the path that sounds like you.
01
Snapshot
02
Find
03
Score
04
Prioritize
Step 1 of 4
Business Snapshot.
Three quick questions to ground the rest of the workbook. Your answers stay on your device unless you choose to email yourself the results at the end.
Examples: "Sales reps spend hours on CRM admin after every call." "We can't keep up with customer support emails." "Reporting takes a full day every Monday."
Step 2 of 4
Where might AI help?
Pick a category that resembles a workflow in your business, or add a blank card. Aim for 3 to 6 candidates. You can edit, reorder, or delete any card. Be specific, generic answers produce generic results.
For your industry
Common across all businesses
Your selections appear below↓
Quick note. The workbook compares your options against each other, so the matrix gets more useful with more cards. We recommend 3 to 6 use cases for the strongest result. You can continue with one if you'd like.
Recommended: 3 to 6 use cases
Step 3 of 4 · Scoring 1 of 1
Score each use case.
For each use case, rate it on six quick dimensions. Trust your gut, this is a first-pass diagnostic, not an audit.
Your Results
Your top AI opportunities.
Based on your scoring, here is how each use case maps to value and feasibility.
The Matrix
Value vs Feasibility
Each dot is a use case you scored. Hover to see the name.
Value →
Strategic Projects
High value, lower feasibility. Worth investing in, needs prep.
Sweet Spot
High value, high feasibility. Your best first move.
Hold For Now
Low on both. Revisit when conditions change.
Quick Wins
Lower value, easy to do. Good for testing the waters.
Feasibility →
Ranked recommendations
Use cases ordered by overall opportunity score. Each includes a first test to run, a success metric, and a risk note.
Take it with you
Download a branded PDF of your results, share them with your team, or refine your use cases for a sharper picture.
Next Step
Your highest opportunity needs a conversation, not a tool recommendation.
The matrix shows where each use case sits, but choosing the right AI tool depends on details a workbook cannot see: your existing tech stack, your data sensitivity, your team's current workflows, and what you have already tried. A 30-minute call gets you a specific recommendation grounded in your actual setup.
Bring your top 3 results. No sales pitch. We will talk through tool selection, integration approach, and a realistic rollout plan.
Want a follow-up from Cedral?
Optional. We'll review your results and reply with thoughts within a few business days.
Cedral Advisory is tool-agnostic. We help SMBs identify the right AI tool for each workflow. For sensitive data workflows, financial, legal, health, or confidential business data, we recommend Cedral AI, our own private workspace built for confidential queries. For everything else, we recommend whatever fits your team and budget. Your data is yours.