Smaller companies
Keep the business moving.
Inquiries, quotes, scattered files and follow-ups. Find a manageable starting point in the work that keeps landing on your desk.
Explore an inquiry workflow →Practical AI advisory for business
Make AI useful in
the work you
already do.
Improve the workflows that consume time, scatter information and slow decisions. Point B AI helps businesses identify useful applications, test them in daily operations and put them into practice.
Workflow assessment · Practical pilots · Adoption & handover
7 years in advisory work and coaching.
Useful workflowsClear boundariesOperational ownershipProgress you can assess
Start with the work
Which workflow
needs to work better?
Recurring reports. Scattered documents. Customer inquiries waiting for a response. Important knowledge that is difficult to find or hand over.
Start with an existing business process. Identify the bottleneck, define the required output and assess whether AI can improve the work within your operating constraints.
Busy executives
Start the day with clarity.
Briefings, meeting preparation and a clearer view of what needs your attention. Get help shaping a setup around the way you work.
Try the free setup guide →Corporate Copilot teams
Put existing tools to work.
Connect everyday use of Copilot to documents, research and decision preparation, within your organisation's approved tools and access.
Explore a briefing workflow →Experience behind the approach
Built from using
these tools in real work.
Three examples from Kris's own working practice. They inform the approach; they are not client case studies.
Internal workflows · Microsoft Copilot
Everyday work.
Practical applications.
Kris uses Microsoft Copilot every day in a corporate role: managing calendar and email, reading and summarising documents, due diligence, building models and improving processes.
That experience informs a practical starting point: identify recurring manual work and test where AI can reduce the effort.
Knowledge organisation · Drive & Obsidian
Rethink the software.
Keep what matters.
AI opens up new ways to rebuild workflows and replace software with options that fit the way you work. Kris’s work with Notion, Markdown files, Google Drive and Obsidian is one example: exploring a more flexible foundation for organising knowledge and putting it to work with AI.
The opportunity: keep the knowledge and capabilities you value, rethink the tools around them, and build a workflow that works better for you.
AI-assisted website development
From a brief to
a working website.
Kris uses AI to build and refine websites, moving from an initial brief to a working HTML draft that is checked for copy, layout and interactions in a browser. This Point B AI website is one example. Kris directs the work and reviews and approves the copy.
A concrete way to turn an idea into something that can be reviewed and improved, with human direction and approval throughout.
A working toolkit.
Tools from Kris's own work and experimentation.
AI tools & platforms
- Microsoft Copilot
- ChatGPT
- Claude
- Gemini
- Grok
- Grok Bot
- Muse
Everyday work & knowledge
- Microsoft 365 / Office
- SharePoint
- Outlook
- Microsoft Teams
- Google Workspace
- Google Drive
- Notion
- Obsidian
A few places to begin
One workflow.
A useful next step.
Illustrative possibilities.
These are examples to explore, not client results.
A clearer start to the morning.
Research & decision preparationPoint A · today
- Open several sources and collect the relevant updates.
- Reformat the same information for different people.
- Spend review time finding where a claim came from.
Point B · a workflow to test
- Gather updates from agreed sources into a consistent draft.
- Keep source links and flag gaps or conflicting evidence.
- A person reviews the brief before it informs a decision.
What we'd measure: preparation time, corrections needed and whether the brief is useful to its reader.
The resultAn automated briefing that brings multiple sources together, tailored to your priorities, format and schedule—so you can spend more time making decisions and less time gathering information.
Keep the next job moving.
Customer inquiries & follow-upPoint A · today
- Calls arrive when the owner is on a job.
- Job details and photos sit in different message threads.
- Following up depends on someone remembering.
Point B · a workflow to test
- Offer a clear way to leave job details and photos.
- Organise the request and prepare a response for review.
- Prompt the next follow-up; the owner controls quotes and commitments.
What we'd measure: response time, completeness of job details and time spent chasing information.
The resultA smoother path from first inquiry to next step: organised job details, ready-to-review replies and timely follow-ups that keep opportunities moving while you focus on the work.
Make experience easier to share.
Team knowledge & handoversPoint A · today
- The same questions keep coming to one person.
- Procedures describe the happy path, but miss the exceptions.
- New colleagues piece things together from old files.
Point B · a workflow to test
- Capture an expert's process in a focused conversation.
- Draft a playbook with examples, exceptions and source material.
- The expert verifies it; the team tests it on a real task.
What we'd measure: time to find an answer, repeat questions and gaps the team still encounters.
The resultYour team’s know-how, ready when it is needed: a practical, searchable playbook that helps people find answers, get up to speed and move forward with confidence.
How we work
Define the work.
Test the improvement.
A focused piece of work, with a clear question to answer before you invest further.
Assess the
workflow.
Walk through the work with the people who do it. Find the friction, the tools already available and the constraints that matter.
You leave withA prioritised starting point and a clear definition of success.
Run a
focused pilot.
Agree a small scope. Set boundaries for data and review. Try the workflow with real tasks and compare it with how things work today.
You leave withA tested workflow and evidence to decide whether to keep it.
Embed it in
operations.
Document the workflow, train the users and assign an owner. Set review points so the team can maintain quality and adapt the process as needs change.
You leave withA handover, a named owner and a practical next step.
Scope, fees, tools and any ongoing support are agreed before work begins.
From pilot to daily use
A workflow needs
an owner.
And a way to last.
A useful pilot has to fit the way the business operates. That means clear inputs, agreed outputs, appropriate access and a person accountable for the result.
The handover matters as much as the setup: documentation, user training, review standards and a practical way to maintain the workflow.
Each scope defines the training and handover needed for the team to run the workflow. Any ongoing support is agreed separately.
A free starting point
Give your AI
a useful first brief.
Tell it what matters, where you need help and when to ask you first. Our guided questionnaire turns your answers into a setup prompt you can take to Grok Bot, Muse or another AI.
No email required. Review it, copy it or download it, then work through the setup in your chosen app.
A free gift for friends, colleagues and anyone finding their way into AI. It creates a brief; it does not create accounts or connect tools.
Commercial experience
Grounded in how
businesses work.
Kris Smith brings more than 20 years in energy marketing, trading and risk, working where markets, systems, data and decisions meet.
Point B AI combines that commercial background with hands-on use of AI in internal workflows, research and knowledge organisation. The starting point is the business process and the result it needs to produce.
Kris also brings coaching experience to user training and adoption, helping teams understand and own the process.
Point B AI is a new advisory offering. The experience on this page is Kris's own work, not a portfolio of client engagements.
Good questions
Before
we begin.
We already have AI tools. Can you help us use them?
That is a useful place to start. The assessment looks at what you already have, the work that matters and what is getting in the way of using it. A new subscription is only worth considering when there is a reason for it.
Do we need a big AI strategy first?
The starting point is a clear business purpose and sensible boundaries. A single workflow can be a practical way to learn what is useful before you commit to a wider programme.
How do you handle sensitive information?
Before a pilot, the scope establishes what information may be used, which tools are approved, who can access it and what needs human review. Work can start with sample or anonymised material. Your organisation's requirements guide the setup.
What kind of businesses is this for?
Smaller companies, busy executives and corporate teams using Microsoft Copilot. The starting point is a workflow worth improving and someone ready to own the change. Kris brings his deepest commercial experience from energy marketing, trading and risk.
What happens after the first piece of work?
The review looks at what changed, what it took to get there and whether the team wants to keep using it. You can take the handover and run with it, refine the workflow or agree on further support.
Start here
Bring one workflow
worth improving.
Tell Kris how the work runs today, where time is lost and what a better outcome would look like. Start with a conversation about scope and fit.
[email protected]