By profession
AI for your profession
The automations that are worth building for your kind of work, not a tour of every tool. Pick your role and see what to automate first.
AI for · Accountants
AI for accountants: what it does well and where to be careful
How accountants use ChatGPT and Claude for reconciliations, client emails, workpapers and reports, plus the confidentiality checks to keep in place.
5 automations →AI for · Consultants
AI for consultants: faster synthesis, no shortcuts on accuracy
How consultants use ChatGPT, Claude and Perplexity for research, synthesis, proposals and client reporting, with confidentiality and accuracy safeguards.
6 automations →AI for · Executives
AI for executives: briefings, drafts and better questions
How executives use ChatGPT and Claude for briefings, board materials, email and decision prep, plus the confidentiality and accuracy risks to manage.
6 automations →AI for · Financial advisors
AI for financial advisors: efficiency with compliance in view
How financial advisors use ChatGPT and Claude for meeting prep, client emails, summaries and reports, with fiduciary, recordkeeping and privacy cautions.
5 automations →AI for · HR
AI for HR professionals: useful for drafting, careful with people decisions
How HR teams use ChatGPT and Claude for job descriptions, policies, employee communications and reports, with employment-law and privacy cautions.
5 automations →AI for · Lawyers
AI for lawyers: useful for drafting, dangerous without verification
How lawyers use ChatGPT and Claude for drafting, summaries and contract review, and the privilege, confidentiality and verification risks to manage.
5 automations →AI for · Marketers
AI for marketers: research, drafts and reporting without the generic output
How marketers use ChatGPT, Claude and Perplexity for research, briefs, copy drafts, reporting and campaign analysis, and where AI content goes wrong.
5 automations →AI for · Operations managers
AI for operations managers: fewer manual handoffs, more reliable reports
How operations managers use ChatGPT and Claude to automate reports, document processes, clean data, summarize vendor documents and connect tools.
6 automations →AI for · Project managers
AI for project managers: less status-writing, more managing
How project managers use ChatGPT and Claude for status reports, meeting notes, risk logs, stakeholder emails and plans, and what needs human judgment.
6 automations →AI for · Real estate agents
AI for real estate agents: faster follow-up, careful wording
How real estate agents use ChatGPT and Claude for listing copy, follow-ups, market summaries and contracts, with fair housing and accuracy guardrails.
6 automations →AI for · Sales teams
AI for sales teams: prep faster, follow up consistently
How sales teams use ChatGPT, Claude and Perplexity for account research, outreach, call notes, CRM updates and proposals, and the accuracy limits to know.
5 automations →AI for · Small business owners
AI for small business owners: do more of the admin in less time
How small business owners use ChatGPT and Claude to handle email, quotes, bookkeeping prep, customer replies and simple tools without hiring staff.
6 automations →Applied AI Workflow Automation · Boston
Build this with us, in person
Two days, hands-on, 20 seats. You practice AI workflow automation on provided case files for email, documents and spreadsheets. Next class: early 2027, dates to be announced · $1,299 tuition.