Learn AI in Simple, Practical Steps
Who This Is For
Adults 50+ who want to benefit from AI without feeling overwhelmed. We use real-world examples, not jargon.
Example Topics
- Using AI to draft emails and letters
- Planning trips, events, and daily routines
- Organizing finances and budgets with AI
- Creating checklists, reminders, and schedules
- Learning how to ask better questions (prompts)
Real-Life Examples That Make People Say “Oh wow…”
You don’t need to be technical to use AI effectively. The key is describing your situation in plain English and asking for practical, step-by-step help.
Example 1 — Nonprofit bookkeeping & tax readiness
AI won’t replace a CPA, but it can help you stay organized and prepared before you ever pick up the phone.
Prompt:
I volunteer as treasurer for a small nonprofit charity.
I’m not a professional accountant, but I need help managing day-to-day bookkeeping and staying prepared for quarterly and annual tax reporting.
Please help me:
1) create a simple daily bookkeeping routine,
2) build a monthly close checklist,
3) prepare a quarterly reporting checklist,
4) assemble an annual “tax-ready” packet for a CPA,
5) identify common mistakes small nonprofits make.
Use plain English and assume I’m using either a spreadsheet or QuickBooks Online.
Example 2 — Turn a pile of medical bills into an action plan
AI can help you get organized before calling an insurer or provider.
Prompt:
I have a pile of medical bills, explanations of benefits (EOBs), and appointment notes,
and I’m overwhelmed.
Please give me a step-by-step process to:
1) sort these documents,
2) determine what I actually owe versus what is pending,
3) create a short phone-call script to ask billing questions,
4) build a simple tracking spreadsheet (with example columns),
5) draft a polite email or letter template to dispute a billing error politely.
Ask me questions one at a time if you need more details.
Example 3 — “Life admin” help for busy adults over 50
AI is especially good at turning vague stress into checklists, timelines, and scripts.
Prompt:
I’m over 50 and trying to get organized for the next 6–12 months.
I have appointments, travel plans, home projects, family responsibilities, and financial tasks to manage.
Please help me build a personalized “Life Admin Dashboard” that includes:
1) a weekly checklist,
2) a monthly checklist,
3) a simple planning calendar I can copy into reminders,
4) a list of important documents I should keep in one place,
5) guidance on how to ask AI good follow-up questions as new tasks come up.
Start by asking me 8–10 questions to tailor this to my situation.