A field guide to today's AI toolsRevised October 2026

The AI
Toolbox.

What exists beyond the chat window — what it can do, and what it costs

chat → agent → toolbox ↺
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Start with the task

Ask for a result you can review

A paragraph

“Write a summary of this quarter’s results.”

An editable draft

“Use these results and last quarter’s deck to build the next review. Flag missing data.”

The useful difference is the output: a file, a working draft, or an action you can inspect.

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Our route

Three questions for choosing a tool

What do I need?

A document, a design, a clip, an answer or a repeatable task.

Where should I start?

The tools your team already has, then a specialist if needed.

What must I check?

Accuracy, permissions, export, rights and the cost of iteration.

Product and price tables are optional reference material. The main talk is about choosing a useful workflow.

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A useful first task

Build the quarterly review from evidence

INPUT results.csv + Q1 deck + brand template REQUEST draft the Q2 review in the same structure CHECK reconcile chart totals with the CSV GAPS mark missing June data; ask for the export OUTPUT editable deck + a list of unresolved points

Illustrative workflow. Ask it to flag gaps; verify that it actually did. Review the numbers and the story before sharing.

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Basics · chatbot vs agent

A chatbot answers. An agent acts.

Chatbot — the one you know

You ask → it tells you what to do → you open the files, do the steps, paste results back… and repeat.

Agent

You ask → it does the work itself — reads the files, takes the steps, checks the result → you review at the end.

An agent combines a model with tools and a loop. Whether it acts safely depends on the access and checks around it.

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Basics · the loop

An agent is a loop

  • Choose the next action.
  • Run a permitted tool.
  • Inspect the result and decide what comes next.

For the review deck: read the CSV → build a chart → reconcile the totals → revise the draft.

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Basics · the brain

Give it the right material

  • For each step, the model needs the relevant instructions and information supplied to it.
  • For the review deck, provide the results CSV, prior structure and brand template.
  • Stored memories and connected files help only when the relevant information is actually retrieved.

Check which files it used. A connected folder is not evidence that every document was read.

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Review

AI drafts. You sign.

Check the facts

Reconcile numbers with the source. Open important citations.

Check the consequence

Review more carefully when money, people or public communication are involved.

Check the boundary

Approve publishing and external actions separately from making a draft.

A review step reduces risk only when someone performs a relevant check.

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Where it helps

Start with work you already repeat

Prepare a review

CSV + last deck → editable draft. Check every important number.

Digest a report

Source documents → summary or audio. Check the claims against the originals.

Adapt a campaign

Approved message + brand files → draft formats. Check layout and wording.

Choose one task with a result you already know how to judge.

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Choosing a tool

Start where your work already lives

Files and drafts

Try the file and agent features available in your approved assistant.

Office or Workspace

Check the AI features your organization already provides inside its apps.

Specialist output

Try a dedicated tool when the included option cannot produce the needed result.

Compare one real task before buying another subscription. Check availability for your account and region.

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Files

Give a file agent an outcome

“Use this folder to draft the Q2 review. Keep Q1’s structure and our template. List missing inputs. Ask before changing the source files.”

Example product: Claude Cowork. Inspect the input list, changed files and unresolved questions.

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Design

Use a brief, then refine the draft

Brief

Name the audience, purpose, brand references and required output.

Refine

Change one visible thing at a time: hierarchy, wording, layout or emphasis.

Export and inspect

Open the actual file. Check fonts, charts and editability before sharing.

Example tools: Claude Design or Canva. Supplying a brand kit still requires a review of the result.

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Research

Use the source as the final check

Ask a bounded question

“What changed in the customer study, and which pages support that?”

Inspect the evidence

Open the cited passage. Check that it supports the summary and its qualifications.

A source-grounded assistant such as Google’s notebook product can help you navigate documents. A citation is a starting point for verification.

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Cost

Budget for iteration, not one perfect attempt

Subscription

A recurring fee with usage limits. Check what your existing plan includes.

Credits

Each generation consumes a balance. Discarded drafts and retries count too.

For team use, check per-seat terms, data handling and commercial rights. API integrations add metered usage.

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Choosing a tool

Keep an exit route

  • Prefer outputs your team can open and edit outside the tool.
  • Keep the original data, prompts and approved assets.
  • Check the current product page before promising a feature or budget.

A tool can change its name, plan or export support. Your work should remain usable.

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Choose by task

A prototype people can try

Give the brief

“Make a savings calculator with these inputs and an explanation of the result.”

Inspect the output

Test the calculations, empty states and forms. Review access and data handling before launch.

Examples: Lovable, v0 or Replit. Budget for revisions; a working preview still needs checks.

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Choose by task

Plan a shot before you generate it

Brief one shot

State the subject, action, framing and duration. Start from approved material when useful.

Review each take

Check continuity, text, product details, rights and the credit cost of discarded takes.

Examples: Veo / Flow, Runway or Higgsfield. A good shot is one ingredient in a finished video.

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Choose by task

Repeat a design with new data

Lock the template

Set layout, fonts, colours and timing once.

Change the content

Render another report or language version, then check text fit, data and timing.

Example: HyperFrames. A reusable template improves consistency; new content still needs review.

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Choose by task

Change the script without a studio visit

Make a draft

Turn an approved script into narration or a translated voice-over.

Listen before release

Check names, numbers, pronunciation and meaning. Confirm rights and consent for the voice.

Example: ElevenLabs. Compare a short sample before choosing a voice or buying capacity.

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Choose by task

Choose by the output you need

Layout and brand

Use a design tool when you need controlled text, logos and repeatable formats.

New imagery

Use image generation for a concept or source image, then inspect and refine it.

Examples: Canva, Firefly or Ideogram. Review text, rights, privacy settings and visual accuracy.

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Choose by task

Put a checkpoint in the workflow

Trigger and draft

A form arrives → prepare a follow-up and a proposed CRM update.

Approve and act

A person checks the draft → send and record only the approved changes.

Examples: Zapier, Make or n8n. Check the actual data flow, permissions and failure handling.

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Before adoption

Check the terms, access and result

Rights and privacy

Can you use the output commercially? Are inputs or outputs public?

Data and access

Where does the data go, and which actions can the tool perform?

Cost and review

What do retries cost? Who checks the result before it is used?

Check the actual plan and intended use. A paid tier alone does not establish permission, privacy or suitability.

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A real-world lesson

An agent’s operating setup changes the result

The experiment

Claude ran a snack shop: ordering stock, setting prices and talking to customers.

The lesson

Early failures exposed weak inventory and decision controls. Later iterations added tools and operating structure.

A bounded experiment, not evidence that an agent can run any business unattended. Source: Anthropic, Project Vend.

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A real-world lesson

Judge the finished work

One campaign choice

Anthropic’s Super Bowl campaign used human performers and a conventional production team.

Your choice

Use AI where it helps the brief. A lower production barrier does not decide the best creative approach.

One campaign is an example, not proof of a universal ceiling on AI-generated work. Campaign sources are in the reference list.

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Working in your apps

Where should the work happen?

Create a new file

Upload the source material in chat and download an editable draft.

Edit an existing file

Use an approved assistant inside the document or spreadsheet.

Connect another system

Give access to the specific records or actions the task needs.

Start with the route that fits the task. Check your organization’s approved tools and permissions.

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Route 1 · create

For a new draft, start with the source files

UPLOAD results.csv + Q1.pptx + brand template ASK create an editable Q2 review DOWNLOAD open the actual presentation file CHECK chart data, layout, fonts and missing inputs

Confirm that your tool supports the required file type and that the downloaded output remains editable.

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Route 2 · edit

For an existing file, keep the review nearby

Make a scoped request

“Update this chart from the new data. Preserve the formulas and template.”

Inspect the changes

Check the affected cells or slides. Recalculate, compare with the source, and review the final file.

Use an approved Office or Workspace integration. Availability and permissions depend on your account and organization.

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Plugging in · mcp

MCP = "USB-C for AI"

without MCP — N×M glue with MCP — connect once MCP
  • For the review deck, connect the approved source and inspect which records were retrieved.
  • MCP is one standard for tool access. Compatibility, authentication and permissions depend on the integration.
  • Expose only the records and actions needed. Review a proposed write before it happens.
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Try this next

Try one useful workflow this week

  • Choose: a recurring task with a result you know how to judge.
  • Start: with an approved tool you already have.
  • Review: the facts, file and permissions before using the output.

Optional reference: product tables and supporting examples · All talks