5 AI Tools Every Small Business Should Be Using Right Now

A few years ago, AI was something only big companies with big budgets could touch. Custom machine learning models. Teams of data scientists. Six-figure implementation projects.

That's not the world we live in anymore.

Today, powerful AI tools are available to any business with an internet connection and a credit card. Some of the best ones are free. And they're not science projects — they're practical tools that save real time and money, starting the day you sign up.

The problem isn't access. It's knowing where to start.

Here are five AI tools that are actually worth your time — tools we've seen make a real difference for small and medium businesses.

1. ChatGPT or Claude — Your AI writing and thinking partner

What it does: General-purpose AI assistant for writing, research, analysis, brainstorming, and problem-solving.

Why it matters: This is the Swiss Army knife of AI tools. Need to draft an email? Summarize a long document? Write a job description? Brainstorm marketing ideas? Explain a complex concept in simple terms? These tools do it all — and they do it well.

Practical uses:

  • Draft and refine customer emails, proposals, and reports
  • Summarize meeting notes or long documents
  • Research competitors or market trends
  • Brainstorm names, taglines, or content ideas
  • Explain technical concepts to non-technical stakeholders
  • Write first drafts of blog posts, social media, or marketing copy

What to watch for: These tools are confident even when they're wrong. Always verify facts, especially numbers, dates, and quotes. And don't paste sensitive business data into the free versions — use the paid tiers with better privacy controls.

Cost: Free tiers available. Paid plans run $20-25/month per user.

Our take: If you're not using one of these yet, start today. The ROI is almost immediate.

2. Otter.ai or Fireflies — Meeting notes that write themselves

What it does: Automatically transcribes meetings, identifies speakers, and generates summaries with action items.

Why it matters: How much time do you spend in meetings? Now how much time do you spend writing up notes afterward — or worse, trying to remember what was decided?

These tools join your Zoom, Teams, or Google Meet calls, transcribe everything, and give you a searchable record with AI-generated summaries. No more "wait, what did we agree on?"

Practical uses:

  • Automatic transcription of all meetings
  • Searchable archive of everything discussed
  • AI summaries highlighting key decisions and action items
  • Share recaps with people who couldn't attend
  • Reference exact quotes when there's confusion later

What to watch for: Let participants know they're being recorded — it's both polite and legally required in many places. Also, transcription isn't perfect, especially with heavy accents or technical jargon. Review important sections.

Cost: Free tiers with limits. Paid plans $10-20/month.

Our take: This is one of those tools where you wonder how you lived without it. Especially valuable for client calls, sales conversations, and any meeting where decisions get made.

3. Grammarly — Professional writing without the proofreader

What it does: Real-time writing assistance that catches errors, suggests improvements, and helps maintain consistent tone.

Why it matters: Every email, proposal, and social post is a reflection of your business. Typos and awkward phrasing undermine your credibility — even if your work is excellent.

Grammarly works in the background across your browser, email, and documents. It catches the mistakes spell-check misses and suggests clearer ways to say things.

Practical uses:

  • Catch grammar and spelling errors in real-time
  • Improve clarity and readability
  • Maintain consistent tone (professional, friendly, etc.)
  • Check emails before sending
  • Polish proposals and client-facing documents

What to watch for: Don't accept every suggestion blindly. Grammarly sometimes "corrects" intentional style choices or industry-specific terminology. You're still the editor.

Cost: Free basic version. Premium is $12-15/month.

Our take: A no-brainer for anyone who writes regularly. The free version handles the basics; Premium is worth it if writing is a significant part of your job.

4. Zapier or Make — Connect your tools without code

What it does: Automates workflows between different apps — when something happens in one tool, it triggers actions in others.

Why it matters: Small businesses run on dozens of different tools that don't naturally talk to each other. CRM, email, spreadsheets, forms, calendars, accounting software — data gets stuck in silos, and someone has to manually move it around.

Zapier and Make let you build automated workflows (called "Zaps" or "Scenarios") that handle this automatically. No coding required.

Practical uses:

  • When someone fills out your contact form, automatically add them to your CRM and send a notification to Slack
  • When a new customer pays an invoice, add them to your email list
  • When a meeting is scheduled, create a task in your project management tool
  • When you get a new review, post it to a Slack channel
  • Automatically save email attachments to Google Drive or Dropbox

What to watch for: Start simple. It's easy to build overly complex automations that break. Get one workflow running reliably before building the next.

Cost: Free tiers with limits. Paid plans start around $20-30/month depending on usage.

Our take: This is where AI and automation start to compound. Once you see how much time one automation saves, you'll find ten more. We help clients identify their highest-impact automations and set them up properly. (If you're trying to decide between these two, we go deeper on Zapier vs Make.)

5. Notion AI or Microsoft Copilot — AI built into the tools you already use

What it does: AI assistance embedded directly in your workspace — document creation, data analysis, summarization, and more.

Why it matters: Instead of switching to a separate AI tool, these bring AI capabilities into the software you're already using. Less context-switching, more seamless integration with your existing workflows.

Practical uses:

  • Notion AI: Summarize pages, generate content, brainstorm in your workspace, extract action items from meeting notes
  • Microsoft Copilot: Draft emails in Outlook, create presentations in PowerPoint, analyze data in Excel, summarize documents in Word

What to watch for: These work best if you're already invested in the ecosystem. Notion AI is great if your team lives in Notion. Copilot makes sense if you're a Microsoft 365 shop. Don't adopt a new platform just for the AI features.

Cost: Notion AI is $8-10/month per user. Microsoft Copilot is $30/month per user (requires Microsoft 365 subscription).

Our take: Microsoft Copilot is pricier but powerful if you're already on Microsoft 365 — especially for Excel analysis and PowerPoint creation. Notion AI is a good value if Notion is your team's hub.

How to get started

If you're not using any AI tools yet, don't try to adopt all five at once. Here's a practical path:

Week 1: Start with ChatGPT or Claude. Use it daily for writing, research, and brainstorming. Get comfortable with prompting.

Week 2-3: Add Grammarly to clean up your writing automatically.

Week 4: Try a meeting transcription tool for your next few calls. See how much time it saves.

Month 2: Identify one manual workflow that's eating up time. Build a simple Zapier automation.

Ongoing: Look at where AI can integrate into tools you already use (Notion, Microsoft 365, etc.).

The goal isn't to use AI for everything. It's to use AI where it makes you faster, better, or both — without overcomplicating your workflow.

How we help

At DGK Technologies, AI implementation and automation is one of our core services. We help businesses figure out where AI actually makes sense — and where it's just hype.

That might mean setting up an internal knowledge assistant so your team can get instant answers from your own documentation. Or building a customer-facing chatbot that handles common questions. Or creating custom automations that connect your tools and eliminate manual data entry.

We focus on practical AI with measurable ROI. Not science projects.

Ready to automate?

If you're wondering how AI could help your business — or you've tried a few tools and want help getting more value — let's talk.

Let's Talk