Episode 11

March 20, 2026

00:20:22

AI First Mentality:The Future of Work

Hosted by

Elizabeth Gearhart
AI First Mentality:The Future of Work
Real AI Use Cases Business Owners Roundtable
AI First Mentality:The Future of Work

Mar 20 2026 | 00:20:22

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Show Notes

️ Episode 11: The AI-First Mentality – Winning in the New Era of Business

What does it really mean to run your business with an AI-first mindset?

In this episode of Real AI Use Cases – Business Owners Roundtable, host Elizabeth Gearhart and co-host Richard Gearhart are joined by futurist Kevin Surace and business leaders Tyler Dunnigan and Jen Millard to break down how AI is transforming productivity, decision-making, and even creativity in real-world businesses.

From analyzing factory workflows using video AI to generating investor pitch decks, optimizing Excel formulas, and even organizing your home—this conversation reveals how AI is no longer optional. It’s becoming the “third person in every meeting” and a core driver of competitive advantage.

⚡ TL;DL (Too Long; Didn’t Listen)

  • AI-first businesses use AI multiple times per hour, not occasionally

  • AI handles low-value tasks (writing, formulas, analysis) so humans focus on strategy and expertise

  • It acts as a real-time advisor for research, ideation, and decision-making

  • AI tools can analyze videos, images, and large datasets instantly

  • Creative roles aren’t disappearing—but they are evolving fast

  • Speed, cost, and output are improving dramatically with AI adoption

  • Businesses that embrace AI now will outperform those that hesitate

Key Topics Covered

  • What “AI-first” actually means in day-to-day business operations

  • Using AI for:

    • Press responses and professional writing

    • Complex Excel formulas and data analysis

    • Market research and ideation

    • Investor pitch customization

    • Workflow optimization using video analysis

  • AI as a “third brain” in meetings and decision-making

  • How AI is reshaping creative industries like graphic design

  • The future of productivity: doing more, faster, with fewer resources

  • Why prompting is becoming a core business skill

Real-World AI Use Cases from This Episode

  • Analyzing 42,000+ time entries to uncover business insights

  • Using AI to evaluate factory operations and suggest improvements

  • Customizing investor decks based on audience priorities

  • Using AI as a brainstorming partner and strategic advisor

  • Planning storage and logistics using image + volume analysis

  • Creating and refining presentations with AI-generated slide decks

Key Takeaway

AI isn’t replacing business owners—it’s amplifying them.
The winners in this new era will be those who integrate AI into their workflow consistently and strategically.

❓ FAQs

What is an “AI-first” mentality?
It means defaulting to AI as your first step for tasks like research, writing, analysis, and ideation—before doing them manually.

How often should I be using AI in my business?
Top performers in this episode report using AI multiple times per hour to maximize efficiency.

Will AI replace creative professionals?
Not entirely—but it will change the role. Creatives who learn AI tools will thrive; those who don’t may struggle.

What are the easiest ways to start using AI today?

  • Writing and editing content

  • Creating Excel formulas

  • Summarizing data or reports

  • Brainstorming ideas

  • Customizing presentations

Do I need technical skills to use AI?
No—but learning how to prompt effectively is quickly becoming an essential skill.

About the Show

Real AI Use Cases – Business Owners Roundtable explores how real companies are using AI right now to grow, scale, and compete in a rapidly changing world.

Recorded at iHeart Studios in Manhattan as part of the Passage to Profit radio show.

Chapters

  • (00:00:00) - Intro Owners Roundtable
  • (00:01:22) - Kevin Surace
  • (00:04:21) - Tyler Dunagin
  • (00:05:06) - Jen Millard
  • (00:07:03) - Richard Gearhart
  • (00:09:51) - Elizabeth Gearhart
  • (00:13:05) - Panel
View Full Transcript

Episode Transcript

TL;DL (Too Long; Didn’t Listen) Adopting an AI-first mindset means using AI throughout your day—not just occasionally AI is best used for low-value, time-consuming tasks like writing, formulas, and data analysis It acts as a “third brain” or advisor in meetings, brainstorming, and decision-making Business owners are using AI for: Excel formulas and financial modeling Market research and idea validation Investor pitch customization Workflow and operations analysis (even from video) AI dramatically increases speed, accuracy, and productivity Creative roles are evolving—success now requires AI fluency + human judgment The biggest advantage comes from consistent, daily use of AI tools The future belongs to those who learn, experiment, and integrate AI into everything they do The AI-First Mentality – Winning in the New Era of Business Elizabeth Gearhart: What I'm trying to do with this segment is to give people ideas on how to use AI in their businesses—especially if they hadn’t thought of some of these things. Kevin Surace: Think about all of the things you can do every hour with an AI-first mentality. It’s going to change your productivity. Tyler Dunnigan: It’s like the third person in a one-on-one meeting. It’s constantly moving and evolving—from market research to analyzing an idea. Jen Millard: If you're a graphic artist today, I’d be very concerned. You need to learn AI tools. You’re not going to get paid just to draw pretty pictures anymore. Richard Gearhart: A graphic artist of the future is going to be someone who really knows what the options are—and knows which option to use for a particular job. 🎧 Intro This is Real AI Use Cases – Business Owners Roundtable with host Elizabeth Gearhart, podcast consultant, marketing expert, and PhD researcher using AI every day, and Richard Gearhart, entrepreneur, seasoned business owner, and intellectual property attorney specializing in innovation. Here’s how real companies are using AI. 🧠 Main Discussion Elizabeth Gearhart: Welcome everybody to Real AI Use Cases – Business Owners Roundtable. Kevin Surace—your life is AI—but is there one way in particular that you’re using AI in your business that you really like? Kevin Surace: I’m using it five times an hour. One example is press responses. I give my opinion, and then I let AI take my opinion—not its opinion—and rewrite it into something appropriate for publication. I also use it a lot with Excel. Some formulas are so complicated. I just say, “Write the formula for me.” Otherwise I’d spend an hour figuring it out—and why would I? That’s not where I add value. The value is your experience and your opinion. You say: “Here’s my experience, here’s my opinion—write the report.” Let the machine handle the rest. Richard Gearhart: Is this your clone by any chance? Kevin Surace: I actually did have a Zoom clone for a while—it was hard to tell if it was me or not. But more importantly, you can do almost anything now. Take a picture of a meal—AI gives you the recipe. Analyze a factory video—AI tells you what’s happening and how to improve it. You should be doing these things multiple times per hour. That’s how you win. Elizabeth Gearhart: That’s exactly why we’re doing this—so people can get ideas. Tyler, no pressure—what’s one way AI is helping your business? Tyler Dunnigan: I use it all day—wake up with it, go to sleep with it. For us, it improves quality of life, accuracy, and speed. It’s like having a third person in every meeting—constantly analyzing, brainstorming, and challenging ideas. We use it for: Building websites Market research Data analysis Brainstorming It can be creative or analytical—whatever you need. And for me, it keeps me focused. As a creative, I want to do everything. AI helps keep me on track. Elizabeth Gearhart: That’s great. Jen—how about you? Jen Millard: We use it heavily for formulas in Excel. In our business, we deal with complex conversions—ounces, barrels, batch yields. The formulas are intense. Instead of struggling through them, we let AI generate them. We also use AI for investor materials. I built my own LLM to customize pitch decks based on investor priorities. For example: One investor cares about sustainability Another cares about economic development AI helps tailor the story for each audience. That’s probably our biggest time saver. Elizabeth Gearhart: That’s brilliant. Richard? Richard Gearhart: I’ll give a business example and a personal one. On the business side, I analyzed 42,000 time entries from our law firm using AI. It gave insights I never could have gotten manually: Which projects are most profitable Where revenue is coming from Team performance Then I used it to generate management reports. On the personal side—Christmas decorations. We had bins everywhere and were paying for storage. I took pictures of the bins and closets and asked AI if everything would fit. It calculated volumes and created a plan. We eliminated the storage unit. AI isn’t just a business tool—it’s useful everywhere. Elizabeth Gearhart: That’s such a good point. I recently gave a presentation at Podfest on influencing what ChatGPT says about you. I asked multiple AI tools for insights—and interestingly, each one said itself was the most accurate. Richard Gearhart: Which proves your point—you need to check multiple tools. Elizabeth Gearhart: Exactly. Then I tried using Manus to generate a presentation. It created a beautiful slide deck—about 70–80% complete. But it needed refinement. I had to: Update outdated data Adjust for my audience Fix design choices But it saved a huge amount of time. Jen Millard: That’s the key—you still need human judgment. Also, tools like A+ AI for slides are very strong—but you always need to refine. And back to graphic design—this is why creatives need to adapt. Richard Gearhart: So the skill becomes knowing which tools to use. Kevin Surace: Exactly. This has happened before. Graphic artists used to draw everything by hand. Then tools like Illustrator and Photoshop came along. Now AI is the next step. You still need expertise—but the time and cost are dramatically reduced. A project that took weeks might now take hours. Tyler Dunnigan: If you can prompt, you can design. Kevin Surace: And tools like Envato Elements are powerful—stock plus AI generation in one place. Also, Google’s AI stack is impressive: Improve old images Generate video from a still image Create scenes for storytelling The barrier to creating content has never been lower. Elizabeth Gearhart: But learning these tools does take time, right? Kevin Surace: Yes—but it’s worth it. You need to: Learn prompting Experiment Iterate Sometimes you generate 20 versions to get one right. But for a few hundred dollars, you can now create what used to require a full production team. That’s democratization of storytelling. 🎯 Closing Elizabeth Gearhart: Thanks everyone—this has been Real AI Use Cases – Business Owners Roundtable. 🎧 Outro You’ve been listening to Real AI Use Cases – Business Owners Roundtable. We hope you found this valuable. Join us again for more stories—because the future of business is driven by AI. Recorded at iHeart Studios in Manhattan as part of the Passage to Profit radio show. ❓ FAQs What does “AI-first mentality” mean in business? It means starting with AI as your default tool for tasks like writing, research, analysis, and ideation—before doing them manually. How often should I be using AI? High-performing business owners in this episode report using AI multiple times per hour to maximize productivity and efficiency. What are the easiest ways to start using AI in my business? Start with: Writing emails, reports, or marketing content Generating Excel formulas Summarizing data or documents Brainstorming ideas and strategies Creating or refining presentations Can AI really replace tasks like data analysis or reporting? Yes—AI can analyze large datasets, identify trends, and generate reports in minutes, saving hours (or days) of manual work. How is AI changing creative roles like graphic design? AI is speeding up production and lowering costs, but human creativity still matters. The future belongs to creatives who use AI tools effectively, not those who avoid them. Do I need technical skills to use AI tools? No—but you do need to learn how to prompt effectively. Prompting is quickly becoming a core business skill. Should I rely on just one AI tool? No. Different tools (ChatGPT, Gemini, Claude, etc.) can produce different results. It’s often best to cross-check and compare outputs. What’s the biggest mistake people make with AI? Using it occasionally instead of integrating it into daily workflows. The real gains come from consistent, repeated use. Is AI only useful for business, or personal life too? Both. As discussed in this episode, AI can help with everything from business analytics to organizing your home and making everyday decisions.

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