Copilot-first, tool-agnostic, Atlanta plus remote
Practical AI enablement
for managers, ops, and support teams
Operator-led AI enablement that installs an AI operating system—templates, guardrails, and a rollout plan—so teams adopt AI quickly and safely using the tools they already have.
Most teams start with the AI Workflow Audit + Roadmap — a fixed-scope diagnostic that maps your use-cases and defines your rollout plan.
Not textbook training—hands-on workflow installation using sanitized examples from your team’s real work.
What you get
Prompt Library
Custom templates and reusable prompts for your team's actual workflows — included in every engagement.
Verification Checklist
Safe-use rules and output review habits so your team can trust — and catch errors in — what AI produces.
Role-Based Workflows
Separate use-case tracks for Managers, Ops, and Support, because the workflows are genuinely different.
Tool-Agnostic Support
Copilot-first recommendations, but fully compatible with ChatGPT, Gemini, Claude, and what you already use.
Tooling Strategy
Recommended Stack + Usage Boundaries
Copilot-first for Microsoft 365 teams. Otherwise we recommend a sensible default stack based on your workflows, tool access, and data-handling requirements.
We focus on adoption patterns that transfer across tools—so your team isn’t dependent on one model.
| Tool | Primary Use Cases | Usage Boundary |
|---|---|---|
| Microsoft 365 Copilot | Email drafts, meeting recaps, doc summarization, Excel insights — within M365 workspace | Within M365 suite only; no external data. Requires M365 Copilot license. |
| Google Workspace + Gemini | Docs, Sheets, Gmail drafts, Meet summaries — within Google Workspace | Within Google Workspace; governed by your Workspace plan. |
| ChatGPT (Team/Work) | General drafting, research synthesis, brainstorming, summarization | Use Team or Work plan for data controls. Free/Plus: no confidential or proprietary data. |
| Claude (Projects) | Long-document summarization, nuanced writing, complex research tasks | Teams plan: Anthropic does not train on inputs. Apply your internal data-handling rules. |
| NotebookLM | Knowledge synthesis from internal docs, policy Q&A, research deep-dives | Documents stay in your Google workspace. Best for read-only synthesis, not live editing. |
| Claude Coworklimited availability | Multi-agent task coordination via skills, connectors, and slash commands | Limited availability / optional — where available. Features evolve rapidly; treat as supplemental, not a core workflow dependency. |
Microsoft 365 Copilot
Use cases: Email drafts, meeting recaps, doc summarization, Excel insights — within M365 workspace
Boundary: Within M365 suite only; no external data. Requires M365 Copilot license.
Google Workspace + Gemini
Use cases: Docs, Sheets, Gmail drafts, Meet summaries — within Google Workspace
Boundary: Within Google Workspace; governed by your Workspace plan.
ChatGPT (Team/Work)
Use cases: General drafting, research synthesis, brainstorming, summarization
Boundary: Use Team or Work plan for data controls. Free/Plus: no confidential or proprietary data.
Claude (Projects)
Use cases: Long-document summarization, nuanced writing, complex research tasks
Boundary: Teams plan: Anthropic does not train on inputs. Apply your internal data-handling rules.
NotebookLM
Use cases: Knowledge synthesis from internal docs, policy Q&A, research deep-dives
Boundary: Documents stay in your Google workspace. Best for read-only synthesis, not live editing.
Claude Coworklimited availability
Use cases: Multi-agent task coordination via skills, connectors, and slash commands
Boundary: Limited availability / optional — where available. Features evolve rapidly; treat as supplemental, not a core workflow dependency.
Start here
AI Workflow Audit + Roadmap
Fixed-scope diagnostic. The fastest way to map your highest-value AI use-cases, define guardrails, and get a 30–60 day rollout plan built for your team’s real work.
- ✓ Prioritized workflow opportunity map (impact vs effort)
- ✓ Tool-fit recommendation within your approved stack
- ✓ Risk boundaries + execution roadmap with recommended next engagement
Built for the teams AI forgot
Most AI training targets developers. We focus on the people who actually run the business.
Managers & Team Leads
Turn AI from a buzzword into a daily advantage. Learn to delegate to AI, review its output, and build repeatable workflows your team can follow.
Operations Teams
Automate reporting, triage, and data clean-up without waiting on engineering. Ship process improvements in days, not quarters.
Support & Success
Draft responses faster, surface relevant knowledge, and handle more conversations without more headcount.
Where AI fits in your business
Practical AI isn’t about replacing people. It’s about offloading the right tasks safely — with human review at every critical step.
✍️
Writing + documentation
SOPs, KB articles, policies, and internal communications drafted faster with AI-generated first drafts.
💬
Communication
Customer, vendor, and internal emails drafted for human review before sending — never auto-sent.
🧠
Decision support
Summaries, options memos, and quick analyses to help managers make faster, better-informed decisions.
🎧
Support operations
Macros, QA rubrics, and escalation frameworks that keep support teams consistent and fast.
🔍
Knowledge synthesis
Turning internal documents, notes, and policies into searchable, summarized answers.
⚙️
Light automation
Simple no-code routing and notifications — always with a human approval gate before anything external.
Our method
The A.D.O.P.T. Framework
A repeatable 5-phase approach for practical AI enablement — no guesswork, no generic training decks.
Assess
Workflow audit + inventory of your highest-value AI use-cases, risk zones, and tool fit.
Design
Prompt systems, safe-use guardrails, and verification rules built for your actual roles.
Operate
Hands-on training using sanitized real workflows — not example data, not generic slides.
Prove
Adoption scorecard + baseline metrics so you can measure real progress from day one.
Tune
Office hours and continuous iteration as your team’s AI use matures over time.
Engagement options
Most teams start with the AI Workflow Audit + Roadmap, then move into the right delivery engagement based on findings.
Every engagement is scoped to your team — no generic packages, no surprise scope.
What you leave with
Every engagement produces tangible artifacts your team keeps. No case studies yet — here’s what we build together.
📋
AI Operating System Kit
Safe-use rules, approved use-case library, escalation guidelines, and accountability framework — ready to deploy in your team’s first week.
✅
Verification Workflow
A step-by-step output review habit that catches errors before they go to customers, leadership, or the public.
🔁
Before → After Examples
Side-by-side examples showing your actual workflows before AI and how the same task runs after with guardrails in place.
📌
Role-Specific Prompt Library
25–40+ prompts mapped to your team’s real tasks: managers, ops, and support each get a tailored set.
Operator-led and practical, Atlanta-based, remote nationwide, limited onsite travel
We recommend tools, not software licenses, and work within your approved stack.
How I use AI in practice
Built websites with AI coding tools
Built data-gathering utilities
Experimented with agentic content workflows
Used AI in a corporate environment
Why teams are training now
AI literacy is becoming an organizational expectation
Organizations are increasingly expected to train staff on safe and effective AI use. The EU AI Act (Article 4) explicitly requires those deploying AI systems to ensure their staff have a sufficient level of AI literacy. US enterprise adoption trends show similar internal expectations taking hold.
Practical enablement — guardrails, verification habits, and role-specific workflows — is how teams get ahead of this without turning it into a compliance project.
Frequently asked questions
Ready to enable your team?
Book a free discovery call. We will talk through your team's needs and recommend the right engagement — no pressure, no pitch deck.