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