Go beyond the chat box. Set up your first AI coworker in a hands-on workshop built around your team’s actual work.
One department. Your own files. No coding.
Start with something you do every week.
Illustrative examples · you check the work
Turn weekly updates into a clear team status note.
Illustrative example
Your starting point
weekly-team-updates.md
delivery-notes.md
open-questions.md
Approved files. A task you know.
A better brief
“Summarize progress, blockers, and open questions for the team. Use only these files, keep uncertainty visible, and do not assign owners or invent dates.”
Context + instructions + boundaries
Team status note
The delivery notes describe progress on the current work and flag an unresolved handoff question. The updates do not name a confirmed owner or date for that handoff.
Your check
Compare each stated blocker and progress item with its source file; confirm no owner or deadline was added.
Keep the useful part.
Summarize the team's weekly updates using only supplied files; separate confirmed progress from open questions and never infer owners or dates.
Find recurring themes in anonymized customer feedback.
Illustrative example
Your starting point
anonymized-support-themes.md
campaign-feedback.md
product-review-notes.md
Approved files. A task you know.
A better brief
“Group repeated feedback themes across these notes, include a short supporting excerpt for each, and separate direct evidence from interpretation.”
Context + instructions + boundaries
Feedback theme summary
Customers mention confusion about where to find product guidance. Several notes ask for clearer explanations, while the material does not establish how common that concern is.
Your check
Trace each theme and excerpt to the source notes; ensure the summary does not imply frequency beyond the supplied material.
Keep the useful part.
Group supplied customer feedback into themes, attach source excerpts, and label interpretation separately from direct evidence.
Make onboarding guidance easier for new starters to navigate.
Illustrative example
Your starting point
first-week-checklist.md
onboarding-faq.md
team-tools-guide.md
Approved files. A task you know.
A better brief
“Draft a plain-language guide to the first week using only these documents; flag conflicting or missing instructions instead of resolving them yourself.”
Context + instructions + boundaries
First-week guide draft
The draft groups the checklist, common questions, and team tools into a day-by-day guide. One item needs confirmation because the source documents describe different ways to request access.
Your check
Verify the access-request steps and any day-specific instructions against the source documents before sharing the draft.
Keep the useful part.
Turn approved onboarding documents into a plain-language guide; preserve source instructions and flag gaps or conflicts for HR review.
Organize non-sensitive expense guidance into a staff reference.
Illustrative example
Your starting point
expense-policy-extract.md
receipt-submission-steps.md
common-expense-questions.md
Approved files. A task you know.
A better brief
“Create a staff-facing summary of the documented expense process. Quote policy wording for requirements and flag anything unclear for finance review.”
Context + instructions + boundaries
Expense process summary
The notes describe which materials staff submit and where the request is sent. The source set does not clarify how exceptions are handled, so the draft marks that for finance review.
Your check
Check every requirement against the policy extract and confirm exceptions are referred to finance rather than answered by the draft.
Keep the useful part.
Summarize approved expense guidance for staff, quote requirements accurately, and send policy gaps or exceptions to finance for review.
Built for people who know their work.
Bring the files. We’ll bring the method.
You set the direction. You own the result.
A small start. A useful next step.
Private AI workshops for one department at a time. Start with one recurring task, then build a way of working your team can share.
2hours
Set up your first AI coworker
Work through one recurring task on your own files, check the result, and save the brief you used.
Instructions tested on a colleague’s files, with feedback
Teams ready to develop and share repeatable ways of handling their everyday work with AI.
8–16 people per groupOne company-approved toolYour manager in the room
You know the job. Teach AI how to help.
Think of it as onboarding a new coworker. Give it context, work through a first task together, and check before you trust the result.
Your knowledgeContext Judgement
Work you review and own
AI assistanceDrafting Organising
AI can help with parts of a task. You check and own what gets used.
Your judgement stays at the centre.
Brief it.
Give it a goal, the right files, your constraints and an example of a good result. Practise improving the instructions when the first draft misses the point.
Check it.
Check coverage, facts, numbers and tone. Trace an answer back to the files. Decide what is a draft, what is ready to use, and what should stay with a person.
Make it repeatable.
Save the instructions that worked. In the longer workshop, have a colleague try them. Learn when to reuse context and when to start fresh.
The workshop ends. The practice continues.
A useful session needs somewhere to go next. We build follow-through around a task each person owns, with the manager involved.
Before we meet
Choose the work.
Agree a recurring task, the company-approved tool and which files are appropriate to use. Prepare sample files where needed.
In the workshop
Build together.
Bring your laptop. Work in pairs, try the task, check the output and save the instructions. Leave with a next task to practise.
Day 7 + day 30
Come back to it.
A day-7 office hour to work through sticking points. A day-30 check-in with your manager to discuss what was used and what needs changing.
A few things you might be wondering.
Do we need technical experience?
No coding is required. The starting point is knowing your own work: a report, a set of documents, a recurring question. We practise together using a tool your company approves.
Which AI tools will we use?
We choose one platform for the session: Claude Cowork or ChatGPT on your company plan. We check the available features and permissions beforehand, so the exercises fit your setup.
Can we work with company files?
Only the files your company permits in its approved AI workspace. We agree those boundaries before the session. If real files are not suitable, we work with sample material. People review outputs before using or sharing them.
What should our team bring?
A laptop, access to the agreed tool, one recurring task and relevant approved files. Your manager helps pick a useful starting point. We confirm the preparation together before the workshop.
What if AI is not useful for our task?
That is a useful finding too. We teach you to recognise when checking costs more effort than the task saves, when context is missing, and when the work needs a person. Not every task needs AI.
What could your team do next?
Start with one task you would like help with. Put together a short workshop brief to share with your team.
This creates a file for you to keep. Nothing is sent, and no booking is made.