Free guides
Free guides to automating your business with AI agents
Three free PDFs that take you from “what should I automate?” to a working AI agent: a business automation checklist, an AI agent readiness audit and a guide to building your first agent.
Start with the checklist. It takes about ten minutes and shows you where your week goes.
Where to start
Which guide should you read first?
Read them in order. Each one answers the question the last one raises, and together they take under an hour.
- 1
What should I automate?
Tick the tasks your team still does by hand and see where the hours go.
Business Automation Checklist - 2
Where would an agent help most?
Score five areas out of 40 and find your two best starting points.
AI Agent Readiness Audit - 3
How do I build it?
Build your first agent in Claude, or compare it with having one built for you.
How to Build AI Agents
Prefer to read online?
Start with these guides on the blog
AI Agents
What Are AI Agents? A Plain-English Guide for Business Owners
· 14 min read
AI Agents
How to Build an AI Agent: A Step-by-Step Guide for 2026
· 16 min read
AI Agents
AI Agents for Small Business: How SMBs Are Automating Operations Without a Tech Team
· 13 min read
Frequently Asked Questions
Are the guides really free?
Yes. All three guides are free PDFs. Enter your name and email and the PDF is sent to your inbox straight away. There is no card, no trial and no signup to the app, and you can unsubscribe from our emails at any time.
Which guide should I start with?
Start with the Business Automation Checklist if you're not sure what to automate yet. Take the AI Agent Readiness Audit next to score where an agent would help most. Read How to Build AI Agents when you're ready to build your first one, or to decide whether to build it yourself or have it built for you.
Do I need technical knowledge to use them?
No. The guides are written for business owners and operators, not developers. The checklist and the audit are tick-box and multiple choice, and the build guide explains every step (Claude Projects, instructions and connecting tools with MCP) in plain language.
What is an AI agent?
An AI agent is software that is given a goal and works towards it on its own: it reads data, uses your tools (inbox, CRM, calendar, accounting software), checks its work and keeps going until the task is done. Unlike a chatbot, it takes actions rather than only answering messages.
Can you build the agent for me?
Yes. Talk to Me Data designs, builds, hosts and monitors AI agents for small and medium businesses. Bring your checklist or audit results to a free 20-minute call and we'll map your lowest-scoring areas to a specific agent, what it would automate and what it costs to run.
Skip the build. Let an agent do the work.
Sign up free and start with a ready-made agent for social media or SEO. No code, no card required.