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Build your first local AI workflow with a folder of customer notes

By Greg Isenberg

The best way to start with local AI is to build a simple, useful workflow before doing anything fancy. Create a folder on your desktop called "customer notes," drop in 10 support tickets from a specific business — say, a home health agency, med spa, or water damage restoration company — and run a local model like Gemma against them. Ask the model to produce a file called "What customers are telling us.md" that includes the repeated complaints, the exact customer language, the likely root cause, the part of the business that seems broken, and the one high-priority thing the operator should test that week. This works as a first workflow because it's useful and simple: you have private, messy data, the model runs right next to it, and the output is a memo someone can actually use.

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