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Workshop Recaps

Sessions we've run with clients and operators. The questions asked, the frameworks covered, and what to take away even if you missed it live.

Live Workshop RecapMay 8, 2026

AI Automation Fundamentals: A Live Walkthrough

An introduction to how AI automation actually gets built — from mapping a workflow to deploying a working pipeline — walked through live with real examples, no slides-only theory.

Workflow mappingAutomation vs. AIBuild process overview
Live Workshop RecapJune 19, 2026

Automating Your CRM Workflow With AI

A hands-on session on enriching leads, auto-updating records, and triggering follow-ups from your CRM without manual data entry — demoed on HubSpot and Salesforce.

CRM enrichmentLead scoringFollow-up automation
Live Workshop RecapJuly 24, 2026

Building Your First AI Chatbot in a Week

What it actually takes to scope, train, and launch a customer-facing AI chatbot in five business days — including where most first attempts go wrong.

Scoping a chatbotTraining on your dataHandoff to human support

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