For most UK charities and SMEs, the fastest wins come from a simple, robust stack—not a single tool. Below is the practical setup we install during AI readiness projects, with clear guidance on when to pick OpenAI (GPT-5), Google Gemini, or Anthropic Claude, and how to connect research, automation, and reporting without blowing the budget.
Pick one primary model for most tasks, keep a backup for edge-cases:
Rule of thumb: if you live in Microsoft 365 or Google Workspace, keep the matching model handy for smoother permissions and integrations.
Start simple: one source of truth (Sheet or Airtable), one LLM, and two automations. Expand only when the workflow is stable.
Component | Tooling | Outcome |
---|---|---|
LLM core | OpenAI or Gemini | One API and policy everyone uses |
Automation | Zapier/Make + Google Sheets | 2–3 time-savers (e.g., inbox triage, meeting notes → tasks) |
Research | Perplexity + Exa | Faster discovery with source links & PDFs |
Reporting | Looker Studio / Power BI | Weekly KPI email with charts |
Typical install: 1–2 days including permissions, prompts, and a short playbook.
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Links: OpenAI · Google Gemini · Anthropic Claude · Perplexity · Exa · Zapier · Make