Showing 7 of 7 modules
AI for Sales and Revenue Teams
The five sales workflows where an assistant pays for itself: pipeline triage, account and meeting prep, proposal and follow-up drafting from a brief, objection practice, and forecast commentary.
AI for HR and People
How to turn a role brief into a job ad and an interview kit, draft and plain-language a policy, build onboarding material, and run a bias check on all of it, without ever pasting a candidate or employee record into the wrong place.
AI for Finance
A verification discipline for finance work with an assistant: assumptions before formulas, formulas before numbers, a reconciliation check before anything leaves your desk, and commentary that points at the cells it came from.
AI for Project Managers
To turn raw updates into a status report people read, keep a decision log that survives staff turnover, write stakeholder communications for the audience rather than the project, maintain a risk register that changes, and schedule the recurring briefings where your platform supports them.
AI for Legal and Compliance Teams
Three contract-review patterns (clause extraction, playbook comparison, plain-language summary), how to build and use a clause library, and the four guardrails that decide whether any of it is safe: confidentiality, privilege, hallucinated citations, and what never leaves the firm.
AI for Content and SEO Teams
Two half-sessions with their own exercises: content (briefs to drafts in the house voice, editing, repurposing across channels, and the anti-AI-writing habit) and SEO (keyword clustering, search-intent mapping, on-page briefs, metadata at scale, and checking what AI answers say about your brand), plus the short list of what not to automate.
AI for Tech Teams
The non-agentic developer workflow: the reading-and-writing work around the code that an assistant in a chat does well today, on any platform, without touching your repository. Documentation and ADRs, code review summaries, ticket triage and refinement, incident notes and post-mortems, runbooks.