从公众号来?在这里领取模板,把文章里的方法用起来。From our WeChat articles? Get the templates and put the methods to work.
外贸实践 · AI 咨询与实施TRADE PRACTICE · AI ADVISORY & IMPLEMENTATION

把 AI 用进业务,
先跑通一个
真实工作流程。
Put AI to work.
Start with one
real workflow.

我们把正在经营的外贸业务中的 AI 实践,整理成模板、教案和实施方法。帮助个人经营者与小团队,从客户资料、邮件草稿和日常跟进开始,做出可以继续使用的成果。We turn AI methods from an actively operated trading business into templates, guides and implementation services. Start with customer information, email drafts or follow-up, and build a workflow your team can keep using.

公开资料 · 无需注册Public resources · no sign-up先了解范围,再决定合作Clarify the scope before you commit
持续经营的外贸实践An actively operated trading business保留来源与人的审核Sources and human review交付后能独立使用Independent use after delivery
Broadlatus / Customer workspace01
虚构样本 · 方法示意Fictional sample · workflow preview

Northline Systems

一份名片与会谈记录,整理成下一步能用的档案。A business card and meeting notes, organized for the next step.
客户业务BUSINESS项目集成Project integration
已知需求KNOWN REQUEST规格与兼容性资料Specs & compatibility
资料来源SOURCE名片 + 会谈记录Business card + notes
待核信息TO VERIFY数量、预算与交期Quantity, budget, timing
下一步:补齐产品事实,由业务负责人确认回应。Next: add product facts and have the business owner review the response.
资料有出处 · 未知留待核Keep sources · flag unknown facts用一份样本试试Try a sample
资料Inputs→规则Rules→成果Output→核对Review
先做一件具体的事One specific task从重复发生、能检查结果的任务开始。Start with a recurring task and an observable result.
用实际工具与资料Your actual tools and inputs结合自己的业务事实,明确适用条件。Use your business facts and clear prerequisites.
留下可重复的方法A method you can reuse模板、步骤和复盘进入日常工作。Keep the templates, steps and lessons in daily work.
从文章,到实际操作FROM READING TO DOING

从你现在需要的地方开始。Start where you need help today.

读过公众号里的方法,可以先下载、动手,再带着具体问题来沟通。After reading the articles, get the resources, try a small task and bring a concrete question.

01 / 想自己试TRY IT YOURSELF

领取模板与操作说明Get templates and guides

找到对应场景,了解工具条件,把资料直接下载到自己手里。Find a workflow, check the tool requirements and download the files directly.

打开资料库Open the resource library
02 / 想看怎么做SEE THE METHOD

先完成一份小练习Complete a small practice task

用虚构样本体验建档方法,看看成果长什么样,再决定怎么用。Use a fictional sample to see how the archive method works and what it produces.

体验客户建档Try the archive method
03 / 想结合业务落地ADAPT IT TO YOUR BUSINESS

说清楚一个具体问题Describe one concrete problem

生成一份需求说明,一起确认范围、工具条件和下一步安排。Prepare an inquiry so we can clarify scope, tool requirements and the next step.

准备我的需求Prepare my inquiry
资料与教程PRACTICAL RESOURCES

文章里的方法,
在这里接着做。
Continue working
with the methods you read.

三套公开模板,附使用条件、文件清单和配套文章。资料下载不要求留下联系方式。Three public template packs with prerequisites, file lists and companion articles. Downloads do not require your contact details.

官网整理版 · 2026.10Website edition · OCT 2026
推荐从这里开始 · 中文 ZIPSTART HERE · CHINESE ZIP

客户建档模板包Customer archive templates

把名片、客户官网与沟通记录,整理成有来源、能更新的档案。先填好自己的产品事实,再做客户匹配判断。Organize business cards, websites and conversation records into sourced, maintainable archives. Prepare your own product facts before judging customer fit.

V1.1 · 14 个文件 · 含虚构练习样本14 files · fictional practice sample included
MAIL
中文 ZIP · 需要邮箱配置CHINESE ZIP · MAIL SETUP REQUIRED

邮箱草稿模板包Email draft workflow

检索记录、准备草稿、核对签名与人工确认。附参考脚本,需在自己的邮箱环境中配置。Search records, prepare drafts and review signatures before sending. Reference scripts require setup in your own email environment.

V1.1 · 8 个文件 · Python 参考脚本8 files · Python reference scripts
RULE
中文 ZIP · 可修改规则CHINESE ZIP · EDITABLE RULES

AI 助手规则模板AI assistant working rules

把角色、工作规范和历史记录写下来,让助手得到清楚的上下文。按所用工具配置规则加载方式。Write down roles, working rules and history to give your assistant usable context. Configure loading according to your tool.

V1.1 · 7 个文件 · 含配置教程7 files · setup guide included

还没确定做哪个场景?Still choosing your first workflow?
用一张自检表,整理任务、资料、负责的人和可检查的成果。Use a worksheet to define the task, inputs, owner and an observable result.

下载场景自检表 · 中英Download worksheet · ZH / EN
场景体验TRY THE METHOD

先做出一份成果,再往下走。Create one useful output first.

先用演示样本,或填写脱敏资料。体验页按固定模板整理输入,不调用模型、不调研客户,也不发送邮件。Use the sample or anonymized information. This tool formats your inputs using a fixed template. It does not call an AI model, research a customer or send email.

填写内容留在当前页面,刷新后不保留。Your inputs stay on this page and are cleared on reload.

01 / 整理已知信息01 / Collect known information

不知道的先留空,生成后仍需自己核对。Leave unknown facts blank and review the resulting draft.

可先下载模板,再到你自己的助手和工作区中使用。Download the templates to continue in your own assistant and workspace.

02 / 客户档案预览02 / Archive preview
生成的是资料草稿。产品匹配、采购能力与下一步动作由人判断。This is an information draft. Product fit, buying capacity and next actions require human judgment.
创始人实战FOUNDER’S PRACTICE

方法从实际经营中来。Methods built in daily operations.

自有外贸业务中的三类工作:说明怎样做、人的判断在哪里,以及实际使用中遇到的限制。Three workflows from our own trading business: how they work, where human judgment matters and what their limits are.

自有业务案例OUR OWN BUSINESS
01 / CUSTOMER ARCHIVE

名片与记录,
成为能更新的客户档案。
From cards and notes
to maintainable archives.

展会、官网和沟通留下零散资料。先整理来源与产品事实,再建立档案、日志和联系人记录。Trade shows, websites and conversations leave fragmented information. Organize sources and product facts before building the archive and follow-up records.

原始资料 → 核对来源 → 档案与日志Inputs → source review → archive & log
看做法与使用边界Method and limits
留下什么What remains
统一的档案结构、来源标记、待核信息和更新记录。Consistent fields, source labels, unknown facts and an update log.
人的判断Human judgment
产品匹配、联系人角色和下一步动作,需要结合实际业务确认。Confirm product fit, contact roles and next actions against the actual business.
使用中要检查What to check
缺失信息、重复客户和更新是否同步,不能只看生成的文字。Check missing facts, duplicates and synchronized updates as well as the generated text.
阅读配套公众号教案Read the companion article · Chinese
02 / EMAIL DRAFTS

草稿先准备,
发送由人确认。
Prepare drafts.
People approve sending.

按内容检索邮件记录,结合客户和产品信息起草,再在实际草稿箱中检查正文、签名与附件。Search email history by content, draft with customer and product context, then review the message, signature and attachments in the actual drafts folder.

历史记录 → 草稿 → 人工审核History → draft → human review
看做法与使用边界Method and limits
留下什么What remains
检索条件、跟进模板、签名规范和审核清单。Search conditions, follow-up templates, signature rules and a review checklist.
人的判断Human judgment
收件人、报价、承诺与发送时间,由业务负责人确认。The business owner reviews recipients, pricing, commitments and timing.
使用中要检查What to check
客户端与服务器同步可能延迟;历史记录和实际草稿箱需要核对。Client-server synchronization can lag. Check history against the actual drafts folder.
阅读邮箱实操文章Read the email walkthrough · Chinese
03 / FOLLOW-UP

把下一步,
留在找得到的记录里。
Keep the next step
in a record you can find.

把客户状态、行动和检查日期写下来,形成工作清单;遇到漏同步和日期错误,回到原始记录核对。Record customer status, actions and review dates. Resolve missed updates and date errors by checking the original records.

状态 → 行动清单 → 使用复盘Status → actions → usage review
看做法与使用边界Method and limits
留下什么What remains
状态总览、开发日志和异常处理方法。A status overview, follow-up log and a way to handle exceptions.
人的判断Human judgment
客户关系、谈判和订单推进,持续由经营者负责。The operator remains responsible for relationships, negotiation and orders.
使用中要检查What to check
记录与事实是否一致、哪些资料仍缺失,以及清单是否真的执行。Check consistency with facts, missing information and whether actions were actually completed.
从建档练习开始Start with the archive exercise

以上为创始人自有外贸业务的实践整理。页面示意使用虚构资料,外部客户项目按实际范围与环境验收。These cases describe the founder’s own trading operations. The on-page example is fictional. External projects are accepted against agreed scope and conditions.

咨询与实施ADVISORY & IMPLEMENTATION

先约定一个场景,
再交付一套可用的方法。
Agree on one workflow.
Deliver a method you can use.

首期围绕外贸与小团队日常工作开展。先确认资料、工具与负责的人,再确定范围、安排和报价。Initial services focus on trading and small-team operations. We clarify inputs, tools and ownership before agreeing on scope, timing and price.

首期试点服务INITIAL PILOT SERVICES
先把问题看清CLARIFY THE TASK

AI 业务场景诊断Workflow assessment

用过 AI,想找到一个适合开始的业务场景。For operators who use AI and want a practical starting point.

¥699 / 次 · 试点报价/ session · pilot price
  • 事前需求与资料梳理Pre-session inquiry and input review
  • 60 分钟远程沟通60-minute remote discussion
  • 诊断摘要与下一步清单Assessment summary and next steps
  • 7 天内一次集中补充答疑One consolidated follow-up within 7 days
了解场景诊断Discuss an assessment
带着任务一起做LEARN WITH A REAL TASK

AI 实操培训Practical team training

围绕相似任务,帮助小团队掌握使用方法。Help a small team learn the method around a shared task.

¥1,980 / 场 · 试点报价/ session · pilot price
  • 90 分钟远程实操90-minute remote workshop
  • 同一团队,建议不超过 5 人One team, recommended up to 5 people
  • 一个任务与一份练习成果One task and a practice output
  • 练习材料与可复用步骤Practice inputs and reusable steps
了解团队培训Discuss team training
试点怎样验收?How is a pilot accepted?
成果能找到、事实有来源、使用者能独立处理一份新样本。Findable outputs, sourced facts and a user who can handle a new sample independently.
资料齐备后,标准试点计划约两周;实际日期在沟通中确认。交付后一周内两次集中答疑。新增场景、接口与多人系统另定范围。工具订阅、模型用量及第三方服务费用单独说明。A standard pilot is planned for about two weeks after inputs are ready; dates are agreed together. Includes two consolidated support exchanges during the following week. Additional workflows, integrations and multi-user systems are scoped separately. Tool subscriptions, model usage and third-party charges are disclosed separately.
01适配沟通Fit discussion

描述任务、样本和当前卡点。Describe the task, sample and current obstacle.

02范围确认Agree on scope

确定交付、日期、费用和验收。Agree on deliverables, timing, price and acceptance.

03实施与交付Implement & deliver

按项目交付文件、步骤与演示。Deliver the files, steps and project walkthrough.

04使用与复盘Use & review

实际使用,记录问题并整理改进。Use it, record issues and capture improvements.

范围明确的需求可直接进入试点;需要进一步梳理的需求先做诊断。诊断后 14 天内升级试点,可抵扣已付诊断费。Clearly scoped needs may proceed directly to a pilot. Unclear needs start with an assessment. Assessment fees may be credited toward a pilot agreed within 14 days.

思考与方法THINKING & METHOD

博纳图是,
写进每一步工作。
Broadlatus:
a method in each step.

我们相信,把经验写下来、把资料整理好、把结果交回真实工作,AI 才能持续产生价值。四条原则从文章走进项目,也在项目中接受检验。We believe AI creates lasting value when experience is documented, inputs are organized and outputs return to real work. These four principles guide projects and are tested in practice.

阅读品牌与方法文章Read our approach · Chinese
博

博以广知Explore broadly

盘点资料与来源,找清楚现有条件和缺口。Inventory inputs and sources. Identify what is available and what is missing.

纳

纳以融通Integrate thoughtfully

整理字段、目录和规则,让信息进入自己的业务体系。Organize fields, folders and rules around your own business.

图

图以成事Define the outcome

约定一个场景、负责的人和可检查的成果。Agree on one workflow, its owner and an observable result.

是

是以求真Verify in practice

核对来源,保留人工判断,用实际使用反馈改进。Verify sources, keep human judgment and improve with actual use.

文章与实操记录Articles & practice notes

从思考到行动,记录自己的使用、判断和复盘。From thinking to action: notes on practice, decisions and reflection.

找了七天新名字,答案原来在老名字里Seven days of searching for a name led back to my original one

品牌名字背后的选择,以及长期做事的原则。The choices behind the name and the principles for building over time.

阅读公众号原文Read original · Chinese

用 AI 干活,到底该不该买最贵的?Should you buy the most expensive AI tool?

从实际任务出发,看能力、成本和使用边界。Choose around real tasks, capability, cost and practical limits.

阅读公众号原文Read original · Chinese

技术门槛抹平了,真本事露出来了When technical barriers fall, real expertise becomes visible

AI 普及之后,经验与业务判断怎样发挥价值。How experience and business judgment create value as AI becomes accessible.

阅读公众号原文Read original · Chinese

从收件箱到草稿箱From inbox to draft folder

把 AI 放进日常邮件工作,保留人工审核。Bring AI into daily email work while keeping human review.

阅读公众号原文Read original · Chinese

一张名片进去,一份客户档案出来One business card in, one customer archive out

把现场碎片整理成可复用的客户资料。Turn fragments from a visit into reusable customer information.

阅读公众号原文Read original · Chinese

出差20天,AI替我干了这些活20 days on a business trip: the work AI helped with

从真实差旅复盘可落地的 AI 工作方法。Practical AI workflows drawn from a real business trip.

阅读公众号原文Read original · Chinese
联系与初期交付CONTACT & FIRST DELIVERY

把一件想做的事,
说给我们听。
Tell us about
one task you want to improve.

先描述具体任务,带上现有工具和一份脱敏样本的情况。我们一起判断适不适合、需要准备什么,以及怎样开始。Describe the task, your current tools and whether an anonymized sample is available. Together we can clarify fit, preparation and the first step.

从公众号来的读者FOR WECHAT READERS

也可以复制右侧生成的需求说明,回到公众号对话里发来。请说明你正在使用哪份资料、卡在哪一步。You can also copy the prepared inquiry back to the official-account conversation. Mention which resource you are using and where you are stuck.

合作后的资料怎样交付?How are project materials delivered?
确认服务后,按约定渠道交付模板、操作说明和项目文件;项目录屏及支持安排随交付清单一起说明。After agreeing on the service, templates, instructions and project files are delivered through the agreed channel. Walkthrough recordings and support are specified in the delivery checklist.

整理一份需求说明Prepare a clear inquiry

内容只在当前页面整理,不自动提交。生成后可复制或下载,再通过微信或约定的渠道发送。请使用脱敏描述。Inputs are prepared on this page and are not submitted automatically. Copy or download the inquiry, then send it through WeChat or an agreed channel. Use anonymized descriptions.

常见问题COMMON QUESTIONS

开始之前,你可能想知道。Before you get started.

下载资料需要注册或付费吗?Do I need an account or payment to download?

当前三套公开模板与场景自检表可直接免费下载。咨询、实施和培训按确认的范围收费。The three public template packs and worksheet are free to download directly. Advisory, implementation and training are priced against agreed scope.

我没有技术基础,应该从哪里开始?Where should I start without technical experience?

先用客户建档练习和场景自检表,了解资料与成果。模板说明会列出所需工具;邮箱脚本需要额外配置,遇到卡点可以带着具体问题来沟通。Start with the archive exercise and workflow checklist. Guides list the necessary tools. Email scripts need additional setup; bring specific questions if you need help.

体验页面会保存我的客户资料吗?Does the practice page store my customer data?

体验与需求说明在当前浏览器页面内处理,不上传到本站后台,刷新后不保留。你主动复制、下载或发送的内容,进入你选用的文件、微信或邮件环境。语言偏好可能保存在浏览器中。Practice inputs and inquiry text are processed on the current page, are not uploaded to this site and are cleared on reload. Content you copy, download or send goes into your chosen file, WeChat or email environment. Your language preference may be stored in the browser.

资料是中文还是英文?Which languages are the resources available in?

网站说明提供中英文。三套现有模板包为中文,场景自检表为中英双语;建档体验可生成中文或英文档案。配套公众号文章为中文。The website is bilingual. The three template packs are Chinese, the worksheet is bilingual and the archive exercise can generate Chinese or English output. Companion WeChat articles are Chinese.

服务包含模型和软件订阅吗?Are model and software subscriptions included?

试点报价对应约定的咨询、实施或培训交付。模型用量、工具订阅及其他第三方费用另行说明,由你确认后安排。Pilot prices cover the agreed service deliverables. Model usage, tool subscriptions and other third-party charges are disclosed separately and arranged after your confirmation.

以后的视频和付费内容怎么获取?How will I receive recordings or paid materials?

项目约定的操作录屏按交付清单提供。独立视频教程和付费实操包将在内容完成后发布;当前可下载内容以资料页实际清单为准。Project walkthrough recordings are provided as specified in the delivery checklist. Standalone video guides and paid practice packs will be published when complete. Current downloads are listed on the resource pages.

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