Reduce tool switching
Use one layer across the Windows apps and files the team already knows.
CFAI for Small Business
One Windows AI workspace for the work a small business repeats every day
Bring meetings, customer documents, research, Office work and recurring desktop procedures into a controlled AI workflow without adopting a separate tool for every task.
No credit card required. Windows desktop app.
Keep knowledge focused
Organize client, operational and project context in separate sessions.
Repeat proven work
Capture recurring desktop procedures and review them before reuse.
01
Connect the work between applications
A small-business workflow may begin in a call, continue through email and browser research, and finish as a Word document or spreadsheet. CFAI helps connect those stages instead of treating each as a separate AI conversation.
Working folders and project memory keep the context focused while local model options can support privacy-conscious tasks.
02
Adopt automation gradually
Start with low-risk workflows such as drafting, search and summarization. Introduce computer actions only after the team has tested the procedure and understands the approval points.
CFAI does not replace professional review, access controls, backups or legal and financial responsibility.
Practical workflow
Start with one repeatable workflow
Choose the task
Identify a frequent workflow with clear inputs and output.
Collect context
Create a focused session with the relevant files and applications.
Test safely
Run the workflow on non-critical data and review every step.
Standardize
Reuse the proven process while keeping approval in place.
Clear boundaries
Local, cloud and human control
Local retrieval, transcription and compatible models can support privacy-conscious business workflows.
Cloud services can add capability when selected and consume Cloud Credits according to usage.
Owners remain responsible for access, customer data, professional review and approval of consequential actions.
Questions
What to know before you start
Does CFAI require a technical automation team?
CFAI is designed for natural-language and visual workflows, but important automations still need careful setup, testing and review.
Can each client have separate context?
Focused sessions, working folders and project state can help keep unrelated client work separated.
Can a small business use local AI?
Yes, with compatible runtimes and suitable hardware. Model quality and performance depend on the selected setup.
CFAI AI Meta Layer
Put CFAI to work on your computer.
Create your account and experience CFAI with 10 free Cloud Credits.