AI at Work Academy: Orange County

Bring one work problem, repetitive task, or AI question and we’ll work through it together. AI at Work Office Hours is a live problem-solving session built around attendee questions rather than a prepared presentation.

I’ll choose several questions from the RSVP responses and work through them live. Depending on what members bring, we may:

• Run a live demo and do real AI problem solving
• How to set up your AI Agent
• Talk through how to set it up for enterprise or your company
• Which AI tools should I pick?

WHAT YOU’LL LEAVE WITH
• Practical answers grounded in real work
• A clearer way to approach your AI use case
• Ideas from other professionals’ workflows
• One next action you can test immediately

WHO THIS IS FOR
Business owners, executives, managers, consultants, sales professionals, and knowledge workers who want practical help applying AI to the work already on their plate.

AI at Work Academy is a practical community for professionals who want to use AI in the work they already do.

Meetings create value only when the decisions and follow-up survive after everyone leaves. In this live AI at Work session, I’ll show you how to turn rough notes or a transcript into clear next steps in minutes.
You’ll see a practical workflow that uses AI to:

• Record and transcript every call
• Pull the decisions that were made
• Create action items with owners and deadlines
• Identify open questions and missing follow-up
• Draft a concise recap email
• Add your action items to a to do list to stay organized

WHAT YOU’LL LEAVE WITH
• A repeatable meeting follow-up workflow
• A clear format for decisions, owners, and deadlines
• A faster way to write useful recap emails
• The steps to adapt the system to your own meetings
WHO THIS IS FOR
Business owners, knowledge workers, professionals that do work from a computer and have meetings.

AGENDA
12:30 - 12:40 Intro, Networking. Where are you calling in from? What do you do for work? How many meetings do you attend every week?
12:40 - 1:00 Live demo
1:00 - 1:30 Q&A

AI at Work Academy is a practical community for professionals who want to use AI in the work they already do.

With the number of meetings, emails, and work we need to do in 2026, it can be almost impossible to find time to do proper research. Whether its research to:

• Prepare for a client call
• Prepare for a sales call
• Prepare for an interview
• Put together a report to present to your boss

It takes time and we usually half-ass because we're distracted with a million other things to do. What If AI could automate most of the reseach AND put together the report or doc for you?

I’ll show you how to use AI to research a business question and turn credible sources into a concise, useful brief.

You’ll see a practical workflow that uses AI to:
• Define the question before starting the research
• Find and organize credible sources
• Build a decision-ready brief with source links

I’ll build the workflow live using a practical business example. You’ll see where AI speeds up the work, where human judgment still matters, and how I verify important claims before using them.

WHAT YOU’LL LEAVE WITH
• A repeatable research-to-brief workflow
• A clearer way to organize sources and insights
• A structure for writing decision-ready briefs
• A practical verification checklist

WHO THIS IS FOR
Business owners, salespeople, marketers, executives, managers, consultants, knowledge workers who regularly research clients, markets, projects, competitors, or important business decisions.

AI at Work Academy is a practical community for professionals who want to use AI in the work they already do.

Bring one work problem, repetitive task, or AI question and we’ll work through it together. AI at Work Office Hours is a live problem-solving session built around attendee questions rather than a prepared presentation.

I’ll choose several questions from the RSVP responses and work through them live. Depending on what members bring, we may:

• Run a live demo and do real AI problem solving
• How to set up your AI Agent
• Talk through how to set it up for enterprise or your company
• Which AI tools should I pick?

WHAT YOU’LL LEAVE WITH
• Practical answers grounded in real work
• A clearer way to approach your AI use case
• Ideas from other professionals’ workflows
• One next action you can test immediately

WHO THIS IS FOR
Business owners, executives, managers, consultants, sales professionals, and knowledge workers who want practical help applying AI to the work already on their plate.

AI at Work Academy is a practical community for professionals who want to use AI in the work they already do.