Every inbox has a new “AI transformation” offer. Most are not wrong—they are just not yours yet.
A simple filter
Before you book a demo, write one sentence about the job you need done:
- Reduce time on repetitive customer email
- Summarize internal docs for onboarding
- Flag policy changes that affect your industry
If the vendor cannot map their pitch to that sentence in five minutes, pause.
Red flags worth noting
- Guarantees about compliance without naming which rule set
- “Everyone in Utah is adopting this” without sources
- Bundles that hide per-seat costs behind annual contracts
Green lights
- Clear data handling language
- Pilot terms you can exit in 30 days
- References from businesses your size—not only enterprise logos
When in doubt, wait one news cycle. Urgency is cheap; clarity is not.