AI Tools Field Guide

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Beginner — Use AI tools at work

The map

The limit The workaround Where to find it
It does not do arithmetic Make it compute with a tool, or make it write the formula and you run it Grok runs code through its skills; every tool writes Excel or PowerShell for you
Its knowledge stops at a date Give it the current document; keep it in a project or a helper so it is always there Projects, GPT knowledge, agent knowledge files, a document connector if your tool has one
It does not know your organization Same fix: your files and your standing instructions, saved once Projects (ChatGPT, Grok), agents (Gemini)
It invents references Make it quote, then make it verify its own citations against the file Attach the source; a second chat as checker
Long files are read unevenly Ask for a map first, then work section by section; or let a project retrieve the right passages Projects and agents retrieve from files; "quote the passage you used"
It drifts in long chats Ask for a hand-off summary, start fresh with it New chat; a project keeps the files and rules
A document can steer it Tell it the attachment is data, and to list any instructions found inside it Any tool; treat outside files as untrusted
No time to check everything Check by design: references beside claims, a claims list, depth by risk Checking output

Numbers: make it use a tool, or write the tool

A language model predicts the next word; it does not carry a calculator. But it is very good at writing the calculation for something that does.

The rule: the model may plan the calculation, describe the calculation, or write code for the calculation. The result comes from a spreadsheet, a script, or a skill that ran code.

Currency and your organization: give it a memory it can read

The cut-off date and "it does not know my organization" are one problem: the model only knows what is in front of it. The fix is retrieval, which these tools offer under a few different names.

  1. Put the current instruction, template and last year's package in a project or a helper
  2. Write the standing instruction once ("use only these files; cite the paragraph")
  3. Every chat in that project starts already knowing them
  4. Update the file when the instruction changes; nothing else to retrain

That is retrieval-augmented generation (the Intermediate lesson Your documents at scale explains the mechanism): the tool finds the relevant passages of your files and puts them in front of the model each time. Claude, ChatGPT and Grok all offer a version of this as a project that keeps files, instructions and chats together; some tools also offer a document or policy connector for a shared library, so ask what yours supports. For anything that changed last week, paste it in; a tool's web search is a periodic index, not the live internet.

References: make it quote, then make it check

An invented citation looks like a real one. Three moves turn that from a risk into a routine.

Move The prompt
Make it quote "For each claim, give the paragraph number and quote the exact sentence from the attachment. If you cannot quote it, write NOT IN SOURCE."
Make it verify itself New chat, attach the draft and the source: "For each citation in the draft, paste the sentence from the source that supports it, or write NOT FOUND."
Check only what you would act on Open the references behind the claims that carry consequences; skim the rest. Depth by risk.

Worked example, the one people give up on: updating every reference in an instruction after a governing directive was revised. Attach the old directive, the new one and your instruction. Ask: "List every reference in my instruction to the old directive as a table: our paragraph, the old reference, the new paragraph that replaces it, and the quoted sentence from the new directive." You now check a table of a dozen rows instead of re-reading three documents, and the rows that say NOT FOUND are the ones that need a human.

Long documents, long chats, hostile documents

Too thin, too generic, too slow

Symptom Fix
A generic answer that could be about any unit Give the role, the reader and one example of good; switch to the careful tier and ask again
A refusal or a hedge on an ordinary request Add the context it is missing; the refusal is usually caution. This is not a way round prohibited data
A file job that takes ten minutes Ask for the words and the structure as text; drop them into your own template
"I do not have time to validate this" The validation is faster than the writing when it is designed in: references beside each claim, a claims list, a fresh-chat check, depth by risk

Vendor facts checked ; re-verify before relying on them.