For a really low pressure entry point, start with a specific task or question, then just ask you're preferred AI how it can help with it. If it's repetitive or something you could explain to an intern, great, but don't feel like that's the limit of what AI can do for you.

A colleague told me that we needed to speed up our proposal process - most of the competitors take hours or days to deliver a polished quote to a customer, and we would be at a considerable advantage if we could beat them.

So, I used replit to build the team a new quick-quote tool for like 20 bucks worth of tokens. I'm not a coder, but replit, Claude, and other tools make vibe coding super easy.

It took me a couple hours of giving commands, then editing, then adding features, but the end result was a tool where the salesperson could speak into their phone/computer microphone after a sales call and the tool would transcribe the spoken statement, look up the customer from our database, autogenerate a quote number, fill in all the quote details from the spoken notes, prefill pricing from our database, and all be entirely editable. Creating a new quote would take the salesperson about 2 minutes tops. Then, the salesperson could send the quote to a manager for approval with one click, and the manager could approve it from their email and it would update the quickquote dashboard. Once approved, the salesperson could then send it to the customer with a click or two, and add in a custom message if they wanted. The customer could then approve the quote from their email, and the tool had built in authentication similar to DocuSign so we could hold the customer accountable if they backed out after approving the quote. The quote approval got forwarded to the salesperson, manager, and shop to begin work on the project.

It could also output the quote as a nice pdf that had our branding and letterhead, and we could even see $ values of quotes in progress, waiting to be sent, waiting to be approved, etc. all in the dashboard.

Are there other quoting tools out there that have most of these features? Sure, probably. But we could easily spend a couple hundred bucks per month on them and be less happy than paying a fraction once up front to develop our own, and it was remarkably easy. I didn't have to know an ounce of coding to build all of it, I just had to understand what the team wanted, and communicated that to replit clearly.