Swipe to see each slide.
The short answer
AI suits problems where the bottleneck is information, such as reading, writing, searching or deciding, while a robot suits tasks that physically move or handle things. Start with the bottleneck, not the technology, and pick the simplest tool that fixes it, using both only when a job needs seeing, deciding and physical action.
Three things to remember
- 01Choose AI when employees spend time reading, searching, summarising or re-entering information across emails, documents and systems.
- 02Some jobs need both: vision sees, AI or logic decides, and a robot does the physical task.
- 03Start with where you lose time or make errors, not with a technology or a demo.
Every slide, in words
- 01
When you need AI
AI makes sense when the bottleneck is information, language, or decision support
Employees spend time reading, searching, summarizing, or re-entering information
The work involves emails, documents, forms, tickets, quotes, or customer requests
The task requires classification, prioritization, drafting, or recommendations
Information lives across multiple systems and people waste time finding it
The process has enough repetition to benefit from automation but still needs judgment
Common examples
Support triage, quoting, document search, scheduling, reporting, data entry
AI is a software solution to an information workflow problem.
- 02
Sometimes you need both
AI and robotics solve different layers of the same workflow
AI sees: Vision or software interprets what is happening.
AI decides: The system classifies, plans, or selects the next action.
Robot acts: The robot performs the physical task.
Example: random bin picking
Vision identifies the part → AI/logic chooses the grasp → robot picks the part
The intelligence and the physical machine are separate layers.
Do not force one technology to solve a problem that actually needs both.
- 03
The wrong way to choose
Do not start with the technology, start with the bottleneck
Bad start
"We need a robot."
"We need AI."
"Everyone else is doing it."
"This vendor has a cool demo."
Better start
Where are we losing time?
Where are errors happening?
What work is hard to staff?
Is the bottleneck physical or digital?
The right technology becomes much easier to choose once the actual constraint is clear.
- 04
The small-business decision guide
Use the simplest technology that solves the real problem
Does the task move or manipulate something physical? Yes → Robotics
Is the bottleneck mainly reading, writing, searching, or deciding? Yes → AI
Does the task need both perception and physical action? Yes → AI + Robotics
Is the process unstable or poorly defined? Fix the process first
Can a simpler automation solve it without AI or robotics? Use the simpler tool
Solve the bottleneck, not the buzzword.
Start with the business problem, then choose the least complicated solution that creates measurable value.
More in part 1
- 1What can AI actually do for a small business today?Written
- 2Where is your small business losing time every week?
- 3Do you need AI, or just better automation?
- 4What are the biggest AI myths holding small businesses back?Written
- 5Where does AI actually save a small business money?Extended
- 6What should you automate first?
- 7What should you never automate first?
- 8You don't think AI can help right now? Use cases by industry
- 9How can AI help with hiring, and where must a person decide?Written
- 10How can AI help with marketing without sounding like a robot?Written
- 11How can AI help you close more sales?Written
- 12How can AI take work off your operations?Written
- 13How can AI help you look after your clients?Written
- 14How can AI help with the books: invoices, bills and payments?Written
- 15AI should make work better, not just cheaper
- 16The human layer
- 17What should AI never take away from your business?
- 18Is your business ready for AI?
- 19Where do you start if you've never used AI?Written
- 20What does your first 30 days with AI look like?Written
- 21Robot or AI: which one do you actually need?You are here
- 22The real cost of bad automation
- 23The 4 D's of using AI safely
- 24Delegation: deciding what AI should and shouldn't do
- 25Description: telling AI what you actually want
- 26Discernment: catching AI when it's confidently wrong
- 27Diligence: owning what you ship with AI
Next step
Where does this fit your business?
Six quick questions about your business, then your AI plan: what to start with, what a person still checks, and the lessons that go with it. Or bring it straight to a free thirty-minute call.
