Guides.

Step-by-step guides for putting AI to work.

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Copilot

Copilot for the work you already do, Workflow 1: the by-hand list

Most people in a large company have the Copilot chat window and nothing else.

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Copilot

Copilot for the deck, Workflow 1: the sentence under each slide

Ask Copilot to turn a spreadsheet into a deck and you get slides titled Q3 Performance with five bullets restating the sheet.

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Finance

Claude for finance, Workflow 1: the board deck

Every month somebody rebuilds the same board deck by hand, out of a close export, a budget file and last month's deck that disagree.

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Government relations

AI for government relations, Workflow 1: the watchlist

Somebody at your organization is supposed to know what council, the ministry and the regulator are about to do, and it is usually a person with another full time job.

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Renewals

AI for the renewal, Workflow 1: what changed since last year

The change is almost never in the price.

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Competitor watch

AI for watching competitors, Workflow 1: the watch

A price change is public the moment it happens and nobody tells you.

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Insurance

Claude for insurance brokers, Workflow 1: the renewal review

A renewal arrives and somebody reads the expiring policy against the new quote line by line to find what moved.

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Wealth management

Claude for wealth management firms, Workflow 1: the client file review

Before anybody else looks, somebody opens every client file to check the paperwork is complete and still agrees with itself.

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