Management
2–3 h (workshop) or a 90-min executive session
Decide with judgement what to automate and what not to; understand risks and opportunities.
Who it's for: CEO, management and area leads.
Contents
- •Assisted reporting and alert cases
- •AI limits in sensitive decisions
- •Light governance and prioritisation
- •When to ask for a pilot vs operational training
Practical exercises
- •Reviewing an assisted report with fictional data
- •Prioritising opportunities from the map
Deliverables
- ✓Executive summary of opportunities
- ✓Decision checklist
Related demo: Management and intelligent reporting
Next step: Data-to-Decisions Dashboard
Request this trainingAdmin
2–3 h practical workshop
Reduce the load of email, documents and repetitive tasks, with human review.
Who it's for: Admin, back-office and assistants.
Contents
- •Inbox classification and triage
- •Reviewable drafts
- •Basic document extraction
- •Anonymisation before using AI
Practical exercises
- •Triage of a fictional inbox
- •Reviewing fields extracted from a document
Deliverables
- ✓Safe-use playbook
- ✓Candidate flows identified
Related demo: Advisory and accounting firms
Next step: Inbox Intelligence System
Request this trainingSpeed up follow-up, CRM summaries and preparation of reviewable proposals.
Who it's for: Salespeople and account managers.
Contents
- •Lead classification
- •Follow-ups and CRM summaries
- •Assisted proposals with limits
- •Personalisation vs automation
Practical exercises
- •Fictional lead → classification → next step
- •Follow-up draft with review
Deliverables
- ✓Operational prompt templates
- ✓Commercial review criteria
Related demo: Estate agencies
Next step: AI Automation Sprint for sales
Request this trainingMarketing / agencies
2–3 h workshop
Turn briefs into an assessment and initial proposal faster and more consistently.
Who it's for: Strategy, accounts and agency management.
Contents
- •Analysing an incomplete brief
- •SEO/SEM/content/data checklists
- •A reviewable proposal before sending
- •Brief portfolio and prioritisation
Practical exercises
- •Incomplete brief → assessment → prioritised tasks
Deliverables
- ✓Assisted-analysis template
Related demo: Marketing/web agencies
Next step: Agency Copilot pilot
Request this trainingSafety and best practice
90 min – 2 h
Usage policy, confidentiality and what not to upload to public tools.
Who it's for: The whole team, especially before pilots.
Contents
- •Personal data and trade secrets
- •Retention and providers
- •Cases like "can I paste this into ChatGPT?"
- •Human review is required
Practical exercises
- •Assessing anonymised real cases
- •Drafting a one-page checklist
Deliverables
- ✓A one-page checklist and guide
Related demo: Any vertical demo
Next step: AI Opportunity Audit
Request this trainingPrompts, human review and best practice
2 h workshop
Quality and consistency of assisted outputs in operation.
Who it's for: Advanced AI users in day-to-day operations.
Contents
- •Structure of operational prompts
- •Validation and traceability
- •When to escalate to a human
- •Detecting drift in outputs
Practical exercises
- •Improving a poor output
- •Designing a review point in a flow
Deliverables
- ✓An initial library of operational prompts
Related demo: Advisory firms or agencies
Next step: Prompt/Workflow Maintenance retainer
Request this trainingNo-code/low-code automation
2–3 h workshop
Connect existing tools without premature custom development.
Who it's for: Operations, admin and hybrid roles.
Contents
- •Triggers and human approvals
- •The limits of no-code
- •When to ask for a custom build
- •Basic logs and traceability
Practical exercises
- •A simple automation with human review
- •A flow diagram of the current process
Deliverables
- ✓Flow diagram
- ✓Pilot automation
Related demo: Workflow Automation Planner
Next step: Workflow Automation
Request this training