Hands-On AI Workshops for Business Teams

Half day (4 hours) · Beginner

Any team that writes emails, quotes, or documents — no technical background needed.

Your team will be able to:

• ✓Use ChatGPT, Claude, Copilot, or Gemini confidently on real day-to-day work
• ✓Write prompts that get usable output on the first or second try
• ✓Know what to verify, what never to paste in, and when not to use AI at all

What we cover:

• The four major AI assistants — which to use for what (and which your data is safe in)
• Prompt patterns for email, quotes, summaries, and rewrites — practised on your real work
• Building a per-role prompt library your team keeps after the session
• Guardrails: verification habits, privacy basics, and a simple team AI policy starter

Full day (6 hours) · Intermediate

Owners and marketing staff who know consistency would grow the business but can't sustain it.

Your team will be able to:

• ✓Produce a month of on-brand social and email content in an afternoon
• ✓Set up an AI-assisted content workflow from idea to scheduled post
• ✓Draft email sequences that nurture leads without sounding like a robot

What we cover:

• Voice training: teaching AI your brand's tone with examples, not adjectives
• The content engine: ideas → drafts → edits → scheduling, built live for your business
• Email marketing with AI: newsletters, follow-up sequences, and re-engagement campaigns
• Image and creative basics, plus what to keep human — review workflows that protect your brand

Full day (6 hours) · Intermediate

Operations-minded staff and owners drowning in retyping, chasing, and copy-paste.

Your team will be able to:

• ✓Leave with one real automation built and running, connected to your own tools
• ✓Map any manual process into an automatable workflow
• ✓Maintain and extend automations without calling a consultant for every tweak

What we cover:

• The manual-task audit: finding the 10 hours a week your team is losing
• Make and Zapier hands-on: triggers, actions, filters, and error handling
• Build hour: every attendee ships one automation on their real accounts before lunch ends
• Adding AI steps safely — drafting, classifying, extracting — with human review where it counts

Full day (6 hours) · Intermediate

Sales and front-desk teams that answer enquiries, send quotes, and follow up all day.

Your team will be able to:

• ✓Respond to every enquiry within a minute — including after hours
• ✓Run follow-up sequences that chase quotes politely and persistently
• ✓Draft customer replies with AI at twice the speed, with guardrails that protect the relationship

What we cover:

• Speed-to-lead: instant acknowledgment and routing for every channel
• Chatbot fundamentals: what a bot should answer, what it must hand to a human
• Quote and invoice follow-up sequences — built live on your templates
• AI-drafted replies: tone, verification, and the never-automate list (complaints, negotiations)

Half day (4 hours) · Intermediate

Anyone who assembles numbers for the boss — bookkeepers, office managers, owners.

Your team will be able to:

• ✓Use AI to write formulas, clean messy data, and explain what the numbers say
• ✓Build a self-updating weekly report that assembles itself
• ✓Turn 'can you pull the numbers?' from an afternoon into ten minutes

What we cover:

• AI inside Excel and Sheets: Copilot and Gemini for formulas, cleanup, and summaries
• From raw export to readable report — practised on your own (anonymized) data
• Dashboards that update themselves: connecting sources so Monday's report exists by 7 a.m.
• Sanity-checking AI's math: the verification habits that keep reports trustworthy

Half day (3 hours, executive session) · Leadership

Owners, partners, and managers deciding what their company's AI posture should be.

Your team will be able to:

• ✓Leave with a one-page AI policy your staff can actually follow
• ✓Know which processes to automate first, later, and never
• ✓Understand the privacy obligations (PIPEDA) that shape which tools you can use

What we cover:

• The realistic AI landscape for SMBs — capabilities, costs, and the hype filter
• Risk mapping: customer data, confidentiality, and Canadian privacy law in plain English
• The automation priority framework: ROI vs. risk on your actual processes
• Writing your AI policy live — acceptable use, review requirements, and tool approvals