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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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