IT Insights
How-to
How-to provides some user operational guide for most common software and apps
August 09, 2026 | 12 min
How to Build No-Code AI Workflows with ChatGPT and Power Automate
A practical guide to no-code AI automation for SMEs: connector routes and where the API key really lives, three safe starter flows, and the governance that keeps them running after the builder leaves.
August 09, 2026 | 12 min
How to Use Gemini to Organise and Search Google Shared Drives
A practical guide to AI-assisted shared drive cleanup: what Gemini actually does across Drive, a safe inventory-propose-dry-run-apply workflow, and the irreversible mistakes to plan around.
August 09, 2026 | 12 min
How to Use Claude to Flag Phishing Attempts in Business Email
A practical guide to AI-assisted phishing triage: what to feed the model, how a "report suspicious" mailbox workflow works, and the hard limits that keep it a supplement to real email security.
August 08, 2026 | 11 min
How to Auto-Draft Jira Bug Reports from Support Tickets with ChatGPT
A practical guide to AI-drafted bug reports — enforcing reproduction steps and environment detail through prompt structure, wiring helpdesk to Jira, and the guardrails that keep your backlog clean.
August 08, 2026 | 12 min
How to Run Bilingual EN/ZH Customer Support in WeChat Work with DeepSeek
A practical guide to AI-assisted bilingual customer support inside WeChat Work — connecting DeepSeek, generating native Chinese replies with English internal briefs, and keeping the data onshore.
August 08, 2026 | 11 min
How to Auto-Generate Client Call Summaries and CRM Updates with Gemini and Google Meet
A practical guide to auto-summarising client calls in Google Meet with Gemini and pushing structured updates into your CRM — including consent handling, the review gate, and account-security basics.
August 08, 2026 | 11 min
How to Use Claude as a Financial Model Review Assistant in Excel
A practical guide to AI-assisted financial model review with Claude — formula and reference checks, a worked review workflow, how it compares to a formal audit, and why endpoint security is the real control point.
August 08, 2026 | 10 min
How to Auto-Score and Route Marketing Leads with ChatGPT and HubSpot
A practical guide to AI-assisted lead scoring in HubSpot — where ChatGPT adds signal HubSpot's native scoring can't read, a worked routing example, and the feedback loop that keeps it accurate.
August 07, 2026 | 11 min
How to Use Claude to Auto-Tag and Organise SharePoint Document Libraries
A practical guide to AI-assisted SharePoint document organisation — metadata strategy before automation, least-privilege Graph API scoping, how it compares to Syntex, and why a permission review has to come first.
August 07, 2026 | 11 min
How to Automate SME Expense Categorization with ChatGPT and QuickBooks or Xero
A practical guide to AI-assisted expense categorisation for SMEs — why QuickBooks and Xero bank rules should do most of the work, where ChatGPT genuinely helps, and the financial data governance that has to sit around it.