Guide 5 min read

AI as a Coworker: How to Get More Out of AI

Most of us started with simple questions to ChatGPT – that is a natural starting point. With a small shift in perspective, you can get much more out of it. Here is a mental model that helps – plus six concrete projects for finance teams.

O

Orcha Team

February 2, 2026

When you first work with AI, you usually ask a short question and expect a finished answer. We all know that – that is how search engines work too. But AI can do much more.

The trick is surprisingly simple: Don't treat AI like a search engine, but like a colleague. Once you make this shift in perspective, it almost automatically changes how you write prompts, what you delegate, and how good the results become. The good news: you get used to it quickly.

Think of AI as a Junior Colleague

The most helpful picture: AI is like a new colleague who just started. Incredibly fast, extremely well-read, and available around the clock – but without any knowledge of your internal processes, terminology, and quality standards. The more context you provide, the better the results.

With this picture in mind, it quickly becomes clear where the strengths and limitations lie:

  • Strong at: Drafting emails and documents, summarizing long reports, data analysis and pattern recognition, structuring unorganized information, and handling repetitive tasks at scale.
  • Good to know: AI only knows your internal context if you share it. Critical results should always be reviewed, and the unwritten rules of your team need to be taught to it first.

The key: More context leads to better results. Just as you would share background documents with a new employee and walk through examples, AI benefits from this briefing too. A short one-liner delivers a generic answer – a paragraph with context delivers something truly useful.

In short

Imagine onboarding a new team member: you share your processes, terminology, and expectations. That is exactly what helps AI too. The more context you provide, the closer the result gets to what an experienced team member would deliver.

AI by Default

A simple habit that makes the biggest difference: For every new task, first ask yourself "Can AI help with this?" – and try it. Only if AI truly can't help, do it manually. It sounds simple, but it flips the usual way of thinking: instead of using AI as an exception, it becomes the starting point.

The more often you do this, the more natural it becomes. After a few weeks, you don't even think about it anymore – you simply open AI first, before you open a spreadsheet or type an email.

The check: Are you already using AI by default?

  • You open Claude before you open Excel.
  • Before typing an email, you let AI write a draft.
  • When AI is down for a few minutes, you'd rather wait than start the task manually – because it simply doesn't pay off.

If you're nodding at the last one: Welcome to the club. 😉

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