Full course breakdowns
Exactly what we cover, module by module
No mystery agendas. Expand each course to see every module and learning outcome, so you know precisely what you or your team will be able to do by 5pm.
Practical AI 1 DAY · 7 HOURS (1H CAT 2 ETHICS + 6H CAT 5 IT)
By the end of the day, participants can: use Microsoft Copilot purposefully across core work activities; work across ChatGPT, Claude and Gemini in practice; automate repetitive Excel tasks and clean messy data; extract, validate and structure data from PDFs and unstructured documents; build interactive dashboards and management-ready visualisations; generate professional PowerPoint presentations; design and deploy AI agents; build lightweight mini-applications; evaluate the right AI tool for each use case; and integrate AI responsibly with ethical and confidentiality guardrails.
Module 1: AI Foundations
Copilot versions, access tiers and core capabilities. Comparing and using the major AI tools (ChatGPT, Claude, Gemini): what each does well, what it costs, and where it fits. Using AI safely: security, data residency and data confidentiality.
Module 2: AI for Excel
Prompt engineering for Excel in everyday workflows. Cleaning, consolidating and processing data.
Module 3: Building Interactive Dashboards and Mini Apps
Build a dashboard for data analytics and visualisation. Build mini apps to automate tasks.
Module 4: AI for PDF Extraction
Extracting data from structured and unstructured documents. AI for reconciliation. Exporting to structured Excel and reporting-ready formats.
Module 5: AI for Everyday Productivity
Copilot across Word, Excel, PowerPoint, Outlook and OneDrive. Prompting with the COSTAR framework; prompting for better answers, emails and regulatory questions. AI for meeting summaries, minutes and action tracking; analysis and analytical dashboards; reports and PowerPoint generation; scenario analysis; SOPs, documentation and policies. Zero-shot, few-shot and chain-of-thought prompting. Using AI reliably for calculations. Deep Research vs Chat.
Module 6: AI Agents
Build AI agents in Copilot to handle repetitive tasks and function as chatbots. Prompt engineering and setup for agents: defining roles, tasks, knowledge bases and guardrails.
Module 7: Risks of AI
Understanding prompt injection and how it affects processes. Human in the loop.
Module 8: AI Governance & Strategy
Governance, accountability and responsible AI deployment. AI strategy for staff and for the company. AI limitations: hallucinations, numerical errors and accuracy validation. Identifying high-impact, low-risk use cases. Building workflows with AI. Change management, upskilling and building an AI-ready culture.
Practical Agentic Solutions 1 DAY · 7 HOURS (CAT 5 IT)
For professionals ready to move beyond prompting: design, build and deploy AI-powered business applications using ChatGPT and Claude, and publish them for team use. Before class: create free ChatGPT and Claude accounts, have access to Google Sheets, Gmail and Google Drive, and install Visual Studio Code.
Module 1: Build an Agentic Robot
Build an agent to perform data entry into your accounting system or website, and an agent to download reports automatically.
Module 2: Build Interactive Analytics Dashboards
Upload your own data and generate a fully working dashboard with charts, KPI cards, filters and trend lines. Deploy portable dashboards for operational and management reporting.
Module 3: Build a Data Preparation & Cleansing App
Build a drag-and-drop app that cleans messy Excel files in seconds, with your own cleaning rules and ready-to-use exports.
Module 4: Build a Document Processing & PDF Workflow App
Build a browser-based tool to split, merge and reorder PDF files.
Module 5: Build a PDF Data Extraction Solution
Build an app to extract data from unstructured PDFs like invoices and reports, exporting directly to Excel.
Module 6: Deploy Interactive Analytics Websites
Publish your dashboard as a live URL and share a link instead of emailing spreadsheets.
Module 7: Build and Deploy Your Own Website
Bundle your tools into a personal productivity site, deployed and shared with your team in minutes.
Module 8: Build a Forecasting & Scenario Planning Solution
An interactive scenario planner with live inputs and projections: model revenue, costs and cash flow for budget and board reporting.
Module 9: Advanced Automation with Claude and ChatGPT Agents
Claude in the browser for research, extraction and live task automation; Claude Cowork for financial statement preparation and FS workings; Artifacts, Dispatch, Schedules, Code and Codex. ChatGPT Business agent features: connecting agents to files, data and external tools, and scheduling agents to run automatically.
Practical RPA 1 DAY · 7 HOURS (CAT 5 IT) · WINDOWS LAPTOP REQUIRED
Outcome: you leave with your own working RPA bots ready to take over tedious processes, built with UiPath and Power Automate.
Module 1: Understanding RPA and Automation Fundamentals
What RPA is and how it works; common use cases in accounting, audit and finance; where RPA fits in digital transformation; the limits of generative AI without process automation; introduction to UiPath and Power Automate.
Module 2: Build a Robot for Data Entry
Build simple automation workflows; automate data entry; copy Excel data into accounting systems, portals or websites.
Module 3: Build a Robot to Download and Rename Files
Automate the downloading and organising of reports.
Module 4: Build a Robot for Data Extraction and File Automation
Automate data extraction from accounting systems and websites; export and organise extracted data into Excel.
Module 5: Build a Robot for PDF Extraction
Extract data from PDF documents; automate document reading workflows; structure extracted information into usable outputs.
Module 6: Build a Robot to Send Emails
Automate the sending of emails and reminders.
Module 7: RPA for Workflows
Design automation processes that scale in real business environments; combine RPA with AI for smarter automation.
