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field-notes

Field Notes: What SMBs Actually Do With AI (Versus What We Tell Them To)

What owners actually use AI for is not what we tell them to use it for.

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I’ve spent the last quarter talking to small business owners about AI—not to sell them anything, just to understand what they’re actually doing with it.

The gap between what consultants pitch and what sticks is wider than I expected.

What They’re Actually Using

Writing drafts. Every owner I spoke to who uses AI at all uses it for drafting—emails, proposals, job postings. Not because they can’t write, but because starting is the hard part. The AI removes the blank page.

Summarizing documents. Contracts, vendor agreements, compliance documents. Small businesses often can’t afford legal review for every document. Using AI to get a plain-language summary of a 40-page services agreement isn’t replacing a lawyer—it’s giving the owner a map before they decide whether to hire one.

Customer service scripts. A few restaurant and retail owners use AI to draft responses to common customer scenarios. Then they edit them until they sound like themselves. The AI is a starting point, not the final voice.

What They’re Not Using

Anything that requires integration. If it doesn’t work through a chat interface or a simple web form, adoption is near zero. The “connect AI to your inventory system” pitch requires IT work that most small businesses don’t have capacity for.

Anything ongoing. One-shot tasks have traction. Workflows don’t—not yet. The owners who tried to build AI-assisted workflows mostly abandoned them within a month.

The Pattern

The tools that survive are the ones that fit into existing habits. If you have to change how you work to use it, you won’t. If it makes what you’re already doing 30% faster, you’ll use it every day.

This seems obvious when I write it down. But it’s routinely ignored in how AI tools for SMBs are marketed and positioned.

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