A hands-on workshop for teams that already use AI. In two hours you’ll wire an assistant into the systems you run on — financials, analytics, spreadsheets, CRMs — so it briefs you every morning and tells you what actually needs your attention.
The numbers that should drive your week are scattered across five tools and a dozen tabs. By the time anyone pulls it together, the moment’s passed. So decisions get made on gut and whoever shouted loudest.
A live, hands-on session where your team stands up a working assistant on your own systems.
We safely wire an AI assistant into the systems that hold your real numbers.
We build an automated daily briefing so the business comes to you.
We push past dashboards to an assistant that tells you what to do next.
Run over video or on-site. Your team builds the real thing during the session — you leave with a working prototype, not notes.
We connect to your actual tools with read-only, permissioned access. Your data stays yours and never leaves your control.
You keep the setup, the prompts, and a written plan for connecting more sources and adding briefs over time.
Built for the people who need the whole picture and never have time to assemble it.
“By the end of the session it was pulling our revenue, pipeline, and cash into a single morning brief. I now start every day knowing exactly where to look instead of guessing.”
$300 per person for a single live session. Bringing a bigger group? Ask about volume pricing.
Request a workshop →Yes. We connect with read-only, permissioned access, and your data stays inside your control the whole time. We’ll walk through exactly what the assistant can and can’t see.
Most common ones — accounting and finance tools, analytics, CRMs, and spreadsheets. Tell us your stack when you book and we’ll confirm the fit beforehand.
No. It helps to have whoever owns access to your tools, but the whole point is that non-engineers can set this up and maintain it.
A working assistant connected to at least one real source, a configured daily brief, the prompts behind it, and a written blueprint to extend it.
If your team is new to AI, yes — start there. This workshop assumes you’re already comfortable using AI day to day.
Either. Most sessions run over video; on-site is available nearby. Same format and price.
Tell us which systems you run on and we’ll follow up with times and next steps. No pressure, no sales call marathon.