Managed front and back office

AI for small businesses: automation and rollout

Refo helps your team use AI safely and usefully. We automate one workflow at a time in two-week projects, roll out tools like Microsoft Copilot or ChatGPT with training and sensible policies, and review where AI can save your team the most time.

Last reviewed 2026-09-30 by the Refo team.

What's included

What Refo handles

Automate
  • One workflow in two weeks
  • Email, documents and data entry
  • Connected to the tools you already use
Roll out
  • Copilot or ChatGPT set up for your team
  • Hands-on training
  • Usage and value reported monthly
Govern
  • An AI use policy your team understands
  • Rules for customer and patient data
  • Vendor and tool review
Get ready for AI assistants
  • Customers' AI assistants can reach you
  • Your services described so assistants understand them
  • Requests answered in seconds
What it replaces

Scattered AI experiments, unclear rules about customer data, and staff who don't know where to start.

First stepFree
A one-hour AI review

We look at your team's week and show the three workflows where AI would save the most time, with a plan for the first one.

How it works
  1. Assessment30 minutes
  2. Plan and one monthly priceWithin 2 days
  3. Setup1 to 4 weeks
  4. We run it, with a weekly reportOngoing
What affects the price
  • Number of workflows
  • Number of users to train
  • Data sensitivity and compliance
  • Whether we also run your IT
Who it's for

Teams of 2 to 200

Questions

Common questions

Where should a small business start with AI?

Start with one repetitive workflow that eats hours every week, like data entry, scheduling or answering the same questions. Prove it saves time, then expand.

Is it safe to use AI with customer data?

It can be, with the right tools and settings. We set up approved tools, write a clear policy and keep sensitive data out of the wrong places.

Do we need Copilot or ChatGPT?

It depends on the tools you already use. Teams on Microsoft 365 often start with Copilot. We'll recommend one in the review.

What does agent-ready mean?

Customers are starting to use AI assistants to find, contact and book businesses. Agent-ready means your business can be found by them and answers their requests quickly and clearly.

For AI assistants

Booking or asking for a quote on someone's behalf? Email hello@getrefo.com or see llms.txt and our agent card. We reply with a short summary you can forward for approval.