Business Technology Strategy

Inside January’s Innovative AI User Group

Written by Ryan Stickel | Jan 23, 2026 5:22:40 PM

Artificial intelligence continues to dominate headlines, but for most business leaders, the real challenge isn’t understanding what AI can do, it’s figuring out what’s actually worth doing next. That’s the purpose of Innovative's AI User Group.

Each month, we bring together business leaders from different industries, roles, and levels of technical expertise to talk through real-world AI use cases. It’s a collaborative, practical conversation about what’s working, what’s not, and how people are actively experimenting with AI in their businesses.

Please note that these are merely discussion recaps, not full recommendations or exhaustive how-to guides. We encourage businesses to lean into technology, but only do so with the guidance of a trusted IT partner and clearly stated policies and accountabilities.

Now, here's what came up in our most recent session.

Starting With Outcomes, Not Tools

One theme that surfaced early was the importance of starting with business outcomes rather than features. Several attendees shared that they’re intentionally avoiding “tool overload.” Instead of chasing every new platform, they’re asking these questions:

  • What process takes too much time today?
  • Where does knowledge live only in people’s heads?
  • What repetitive or tedious work could be reduced without sacrificing quality?

That framing led naturally into examples of how AI is being used in practice.

Turning Experience Into Processes

One attendee described a common challenge for long-established businesses: years of operational knowledge exist, but very little of it is formally documented.

The group discussed using conversational AI tools to:

  • Talk through a process out loud instead of writing it from scratch
  • Convert those conversations into checklists or SOPs
  • Build a usable knowledge base without a large documentation project

Another idea that resonated was using AI-assisted process-capture tools that record on-screen steps and turn them into documentation, something especially useful for office workflows and administrative processes. This provides a low-friction way for AI to capture expertise rather than replacing it.

AI Note-Takers as a Practical First Step

AI note-taking remains one of the most valuable entry points for many businesses. Attendees shared how they’re using AI note-takers to:

  • Automatically capture meeting summaries and action items
  • Reduce time spent on follow-up emails and recaps
  • Improve consistency in documentation across meetings

An important nuance from this conversation: not all note-taking tools are the same. Different platforms often suit different types of meetings, such as internal check-ins, sales calls, or client meetings. Several participants mentioned using multiple tools based on the situation, instead of relying on a single solution for all cases.

Using AI to Work With Existing Systems

Rather than replacing current tools, many examples focused on integrating AI into systems people already use.

Some attendees discussed:

  • Uploading internal documents into private AI workspaces to make policies, manuals, or historical data easier to search.
  • Using AI to summarize long transcripts or documents before pulling insights into CRMs or collaboration platforms.
  • Treating AI as a collaborative partner integrated with current workflows, not a standalone destination.

A recurring point: the more closely AI aligns with where work already happens, the more likely it is to stick.

Small Wins Still Matter

Not every AI win we discussed was transformational. One attendee shared how AI saves time on simple but repetitive tasks, like researching contact information or preparing for networking conversations. Another talked about using AI to turn notes and transcripts into polished written content without relying on outside sources.

Individually, these use cases might save minutes. Collectively, they accumulate to save hours upon hours of tedious work. The group agreed that dismissing “small” AI wins often misses the bigger picture.

Experimentation Without Perfection

A consistent thread throughout the conversation was permission to experiment.

AI tools are changing quickly. Interfaces evolve, features improve, and some platforms disappear entirely. Instead of waiting for certainty, attendees highlighted the importance of:

  • Testing ideas with low-risk use cases.
  • Staying flexible instead of getting locked into one tool.
  • Accepting that early versions won’t be perfect, and don’t need to be.

The goal is to build comfort, curiosity, and momentum rather than attempting to solve everything all at once.

What These Sessions Are and Aren’t

The AI User Group isn’t focused on giving businesses step-by-step instructions. The implementation of these tools will look different for every organization. Instead, it provides a platform to learn about what others are doing and determine what is doable in your own organization, while reinforcing best practices that can be applied across the board.

If you’re looking for:

  • Practical examples instead of abstract strategy
  • Peer insight instead of sales pressure
  • A place to ask “dumb” questions without judgment

These sessions are the right place to be!

Each month builds on the last, but every session stands on its own. You don’t need to be technical. You don’t need to be advanced. You just need to be willing to think differently about how work gets done. If that sounds useful, we’d love to have you join a future conversation.

Register now for an upcoming session!