The Work Smarter Company

Leading in the Age of AI: Working Session

This is the full reference version of the working session. Every slide is here in order, from the opening headlines through the nine modules to your first 90 days.

Switch back to the presentation view with the button in the corner, or press E. Use M for the menu at any time.

Colin Cox - Work Smarter Company

Leading in the Age of AI

Working Session: From Aware to Fluent. Discuss, practice, debrief, apply.

The Work Smarter Company01
Nine modules

Nine modules. Less watching, more doing.

You have seen the keynote. Today we roll up our sleeves: we discuss, you practice, we debrief, you apply.

  • 01
    Beyond the headlines
  • 02
    Your thought partner
  • 03
    Make it yours
  • 04
    Sharper thinking
  • 05
    Connect AI to your world
  • 06
    Build with Cowork
  • 07
    What are AI agents?
  • 08
    AI adoption in Canada
  • 09
    The path for your business
MODULE 01 OF 09~15 min

Beyond the headlines

Before the practical work, let's zoom out. The headlines are loud and often wrong. Here is what the data actually says about AI, jobs, and the shape of the work ahead.

DISCUSS

Is AI replacing the jobs? And why the work is more likely to explode than disappear.

APPLY

Leave with the honest picture, so you lead from facts, not fear.

Module 01: Beyond The HeadlinesDISCUSS

Is AI going to replace all the jobs?

The 2026 headlines say AI is taking the jobs. Zoom out: Amazon ran the largest corporate cuts in its history and still employs roughly double its 2019 staff.

Amazon headcount Cut ~30,000 corporate roles in 2025-26. Still near peak.
798K
2019
1.61M
2021
1.56M
2024
~1.5M
2026
Meta+75%
45K
2019
79K
2025
Alphabet+60%
119K
2019
191K
2025
Microsoft+58%
144K
2019
228K
2025
Coinbase+15%
3.7K
2021
4.3K
2026

5%

of 2025 US layoffs named AI as the reason (rising toward ~22% in 2026, but still the minority). Most were post-pandemic over-hiring correction.

Challenger, Gray & Christmas

Module 01: Beyond The HeadlinesDISCUSS

But sometimes it really is AI.

Salesforce's Agentforce now resolves about 84% of support cases. They cut support from ~9,000 roles to ~5,000, yet total headcount still rose past 75,000, because they moved people into selling the AI. And BT plans to cut up to 55,000 jobs by 2030, about 10,000 of them from AI.
Module 01: Beyond The HeadlinesDISCUSS

The work is going to explode, not disappear.

Jevons Paradox, 1865: when James Watt made the steam engine more efficient, Britain burned more coal, not less. Cheaper to use meant used everywhere. Efficiency expands demand. The same thing happens with capability.

Bank tellers, as ATMs spread

Cheaper branches meant more branches. The job roughly doubled.

~300K
1970
~600K
2010
Global jobs by 2030

170M created, 92M displaced, worldwide (WEF, 2025).

170M
Created
92M
Displaced
+78M
Net new
The honest nuance

The real squeeze is the bottom rung. Entry-level workers in AI-exposed roles are down about 13%, junior developers about 20%, while experienced workers are flat or better off (Stanford, 2025). The question is not "will AI replace all jobs." It is whether your people and your structure adapt fast enough.

MODULE 02 OF 09~35 min

Your thought partner

The single habit that separates people who get gold from AI and people who get mush: how you frame the ask. Role, Context, Task is the shape.

DISCUSS

How to think about the AI, then the Role, Context, Task framework.

PRACTICE

Take a vague prompt you actually use. Rebuild it as RCT.

DEBRIEF

Share your before and after. Which layer felt unnatural?

APPLY

A pocket template you can paste into any chat.

Module 02: Your Thought PartnerDISCUSS

You bracket the work. AI does the middle.

The skill is not handing everything to the AI. It is knowing which part is yours. You frame the work and you verify the result. The AI carries the load in between.

First 10-20%Instruct
The middle 60-80%The Work
Final 10-20%Verify
Instruct. Frame it. Set the role, the context, the standard for good.
The Work. The heavy lifting. Drafting, structuring, options, first passes.
Verify. Verify. Judgment, taste, accountability. You ship it.
Module 02: Your Thought PartnerDISCUSS

The shape of a strong ask: Role, Context, Task.

A prompt structure is a repeatable shape you fill in. Same skeleton every time. It forces you to name what the AI needs up front, so it stops guessing and answers what you actually meant. Role, Context, Task is the one to learn first.

R
Role
"You are a senior HR advisor with 15 years of experience..."
C
Context
"We're a 40-person company. The employee has been here 2 years..."
T
Task
"Draft a 3-paragraph performance conversation outline I can use Monday."
A prompt the AI can actually run with
Less back-and-forth. Sharper output on the first try.
Module 02: Your Thought PartnerDISCUSS

Context is what makes it sharp.

Same question, three layers. Watch the answer climb as you give it a role, then the real specifics, then the exact output you want.

  • 01
    Role

    Give it a perspective

  • 02
    Context

    Hand it the specifics

  • 03
    Task

    Name the exact output

Sharp, first try
Answer quality
Module 02: Your Thought PartnerPRACTICE

Rewrite a real prompt as Role, Context, Task.

Think of something you would type into ChatGPT or Claude today: an email, a plan, a tough message. Pull it apart and rebuild it with these three layers.

  • R
    Role

    Who should the AI be? What experience or perspective should it bring to this?

  • C
    Context

    What does it need to know to be useful? The audience, the constraints, the specifics only you have.

  • T
    Task

    What exactly do you want produced? Length, format, tone, what to include and leave out.

Module 02: Your Thought PartnerDEBRIEF

Debrief

Turn to the person next to you. Read each other your before and after.

What changed in the answer?

When you ran the RCT version, what got sharper? What did it stop getting wrong?

Which layer felt unnatural?

Was Role the awkward one? Context? Most people overdo one and skip another.

Where will you use this first?

Name one real prompt you will switch to RCT tomorrow, or you will forget by lunch.

Module 02: Your Thought PartnerAPPLY

Your pocket template.

Copy this. Keep it where you work. Fill in the blanks any time you want a sharper answer on the first try.

Role, Context, Task - Three layers. Always in this order.Role: You are [the role with the experience or perspective that fits this].

Context: [What this is for. Who will see it. The constraints. The specifics that make this not generic.]

Task: [What you want produced. Length. Format. Tone. What to include, what to leave out.]

Before you give me the final version, ask me anything you'd need to make this right.
MODULE 03 OF 09~30 min

Make it yours

RCT is what you bring to one chat. Custom instructions are what the AI remembers across every chat. Set them once and every answer starts warmer, sharper, more you.

DISCUSS

Why a one-time setup pays back forever, and exactly what to put in.

PRACTICE

Draft your own custom instructions from a starter template.

DEBRIEF

Compare notes. What did you include that others didn't?

APPLY

Paste them in today, the lazy way: let the AI interview you.

Every chat from scratch
  • You re-explain your role and company in every conversation.
  • Answers come out generic, written for no one in particular.
  • You rewrite tone and format by hand, again and again.
Every chat already knows you
  • It knows who you are, what you do, and what you care about.
  • Answers land in your voice and at your level by default.
  • Less editing. The first draft is closer to done.
Module 03: Make It YoursDISCUSS

Four things worth telling it once.

Your world

Industry, company size, who you serve, what makes your situation specific.

Your role

What you are responsible for, who you answer to, the decisions you own.

Your priorities

What you are focused on right now. The goals and the headaches.

Your style

Direct or warm, short or thorough, the formats you actually use.

Do not write these yourself. Ask the AI to interview you about what it should know, then paste its summary into your settings.
Module 03: Make It YoursPRACTICE

Draft your custom instructions.

Fill in the brackets. Five minutes now saves you an edit on every chat from here on. Keep it tight; you can always add more later.

Starter: tell the AI who you are - Edit everything in brackets, then paste into Settings > Custom instructions.Who I am: [your name, your role, your company and what it does].

What I care about right now: [your top 2-3 priorities or challenges].

How I like answers: [direct or detailed? bullet points or prose? any formats you use a lot?].

Things to remember: [anything it keeps getting wrong, names, products, your market].
Module 03: Make It YoursDEBRIEF

Debrief

Compare with the person beside you.

What did you include that they didn't?

The best custom instructions are personal. Steal a good idea from your neighbour.

Too much or too little?

A page of rules can box it in. A single line is too thin. Find your level.

Anything that shouldn't be there?

Custom instructions are not the place for secrets or client-confidential detail.

Module 03: Make It YoursAPPLY

The lazy way: let it interview you.

Do not stare at a blank box. Paste this, answer its questions, and let it write a clean set of instructions for you to drop into settings.

Have the AI build your instructions - Paste into a fresh chat. Answer the questions. Copy the result into settings.I want to set up strong custom instructions so you understand me in every future chat.

Interview me: ask me one question at a time about my role, my company, my current priorities, and how I like answers. Keep going until you have enough.

Then write a tight set of custom instructions in the second person ("You are working with...") that I can paste straight into my settings.
MODULE 04 OF 09~30 min

Sharper thinking

Most people use AI to go faster. The real edge is using it to think better: to pressure-test your reasoning before you commit. Two techniques do most of the work.

DISCUSS

Reverse prompting, then the devil's advocate move.

PRACTICE

Run both on a real decision or message you are sitting on.

DEBRIEF

What did it surface that you had not considered?

APPLY

Two prompts worth keeping.

Module 04: Sharper ThinkingDISCUSS

Reverse prompting: make it ask before it answers.

When you only half-know what you want, do not write a long prompt. Hand it the messy intent and say: "Interview me until you have what you need, then answer." It pulls the context out of your head, one question at a time.

VAGUE INTENT
SHARP OUTPUT
THE AI INTERVIEWS YOU FIRST:
Who's the audience?
What's the desired outcome?
What tone fits?
What context do you have?
What's the format & length?
Module 04: Sharper ThinkingDISCUSS

Devil's advocate: have it argue with itself.

The first draft is rarely the best one. Before you accept anything, make it attack its own work: "What is weak here? What would a tough critic say? Now fix it."

First draftThe AI produces something OK-but-generic.
"Now critique it""What's weak here? What would a sharp critic say?"
Stronger draftIt rewrites with its own critique in hand.
Run the loop 2-3 times before you accept anything.
Module 04: Sharper ThinkingPRACTICE

Run both on something real.

Pick a live one, not a hypothetical. The point is to feel it change your thinking.

REVERSE PROMPT

Something you half-know you want

A decision you are chewing on, a message you cannot start. Tell the AI to interview you first, then answer.

DEVIL'S ADVOCATE

Something you think is finished

A plan, a price, an email you were about to send. Make it find the three weakest points, then strengthen them.

Module 04: Sharper ThinkingDEBRIEF

Debrief

What did it surface that you had not considered?

Did the questions change your answer?

Reverse prompting often reveals you had not decided what you actually wanted.

What weakness did it find?

The devil's advocate pass usually lands on something you knew but were avoiding.

Faster, or genuinely smarter?

This is the shift: not just doing the work quicker, but making a better decision.

Module 04: Sharper ThinkingAPPLY

Two prompts worth keeping.

Save these two lines. They turn the AI from a faster typist into a sharper colleague.

Reverse prompt + devil's advocate - Use the first when you are unsure; the second before you commit.REVERSE PROMPT:
"Before you answer, interview me one question at a time until you have everything you need to do this well. Then answer."

DEVIL'S ADVOCATE:
"Now take the other side. What are the three weakest points in this? What would a sharp critic say? Then rewrite it to fix them."
MODULE 05 OF 09~15 min

Connect AI to your world

So far the AI only knows what you type. Connect it to your email, calendar, and documents and it can work with what you already have, not a blank page.

DISCUSS

What "connecting" really means, what it unlocks, and where to draw the line.

APPLY

Pick one connection to turn on this week. Watch one live first.

Module 05: Connect AI To Your WorldDISCUSS

Custom instructions gave it memory. Connections give it reach.

Once connected, the AI can read and act where you already work, with your permission.

Email

Triage the inbox, draft replies in context, summarize a long thread.

Calendar

See your week, find time, prep you for the next meeting.

Documents

Pull facts from a real doc instead of you pasting it in.

Files & Drive

Reach into the folder where the work actually lives.

The web

Look something up live instead of guessing from memory.

Your other tools

Notion, your CRM, Slack: where your team already operates.

Module 05: Connect AI To Your WorldDISCUSS

What it unlocks, and where to stop.

SUDDENLY POSSIBLE
  • "What needs me today?" and it reads your real inbox and calendar to answer.

  • "Draft a reply to this," with the whole thread already in front of it.

  • "Prep me for my 2pm," from the invite, the attendees, and the last notes.

  • "Summarize this report," pointed at the actual file, not a copy-paste.

Where to draw the line
Connect the everyday: your own mail, calendar, working docs. Be deliberate with anything holding client-confidential, financial, or regulated data. Turn it on for one account, see what it can reach, and widen from there.
Module 05: Connect AI To Your WorldAPPLY

Turn one connection on this week.

You just saw one live. Now make it yours, starting safe.

  • 01
    Pick the safe one

    Your own email or calendar. Nothing client-confidential to start.

  • 02
    Connect it

    Two minutes in settings. Grant access to that single account.

  • 03
    Ask it something real

    "What needs me today?" or "Prep me for my next meeting."

MODULE 06 OF 09~30 min

Build with Cowork

This is the part people do not believe until they see it. You describe a tool in plain English and the AI builds a real, working version. No code. We will build live.

DISCUSS

What Cowork is, then two things I built this way, live.

APPLY

Name the one tool you wish existed. That is your first build.

Module 06: Build With CoworkDISCUSS

Describe it. It builds it.

Cowork is a mode where the AI does not just answer, it builds. You explain the tool you want in plain language; it writes the software, shows you the result, and changes it as you react. The same skill you have been practising all day.

YOU SAY

"Build me a simple dashboard that shows my sales pipeline by stage, with the total value at the top."

IT BUILDS

$1.84M

Total pipeline: Discovery, Proposal, Closing.

Rows of books on library shelves
Module 06: Build With CoworkLIVE DEMO

A murder mystery, with a co-author

I asked Cowork to build me a tool for writing a murder mystery novel: track clues, suspects, timelines, and keep the plot honest. Here is what it made.

  • 01
    Plain English, start to finish. I never wrote a line of code.
  • 02
    It is a real working tool, not a chat window. Clues, suspects, and timeline all link up.
  • 03
    When I wanted a change, I just asked. It rebuilt on the spot.
An analytics dashboard with charts on a screen
Module 06: Build With CoworkLIVE DEMO

A whole company on one screen

For a fictional business, I had Cowork build the dashboards a CEO would actually use: strategy, sales, operations, people. Let me walk you through them.

  • 01
    Each dashboard answers one executive question at a glance.
  • 02
    It pulled structure and numbers together from a plain description of the business.
  • 03
    Now picture this pointed at your real company. That is the exercise.
Module 06: Build With CoworkAPPLY

What would you build?

Do not think about the technology. Name the small tool or dashboard you keep wishing existed, the one nobody will ever build for you. Then start it with a line like this.

Cowork starter - Open Cowork, paste this, fill in the brackets, and let it build a first version.I want to build a simple [tool or dashboard] that helps me [the job to be done].

It should show [the few things that matter most] and let me [the one action I take with it].

Start simple. Build a first version I can look at, then we will refine it together.
MODULE 07 OF 09~20 min

What are AI agents?

"Agent" is the most overused, least understood word in AI right now, and you will be pitched it constantly this year. By the end of this module you will be able to cut through the hype and know exactly what to ask.

DISCUSS

What an agent actually is, the ones you may already own, and what is real versus hype.

APPLY

The five questions to ask before you trust any agent.

Module 07: What Are AI AgentsDISCUSS

One word, three meanings. Ask which one.

MARKETING

"AI that does things for you." So broad that every product now claims it. Mostly noise.

PRACTICAL

AI that takes actions in your tools, not just chats. It does multi-step work and uses software on your behalf.

TECHNICAL

A model, plus instructions, memory, tools it can call, and some autonomy to choose the steps itself.

Chatbot

Answers you

Assistant

Does a task you direct

Agent

Pursues a goal across steps and tools

Module 07: What Are AI AgentsDISCUSS

Underneath, every agent is the same five parts.

Strip away the branding and an agent is a junior employee you have hired. You give it a job, some knowledge, some skills, and keys to certain systems, and you decide how much rope it gets. Manage it like one.

1
A goal
The job you hand it.
2
Context
What it knows: your data and the situation.
3
Skills
What it is actually able to do.
4
Access
The systems it can touch: email, calendar, CRM, Slack.
5
Autonomy
How far it goes before it stops and asks you.
Module 07: What Are AI AgentsDISCUSS

Agents you may already own: Microsoft Copilot 365.

With Copilot Studio you build agents grounded in your own company data, living in Teams and SharePoint, and publish them to a shared catalog for the org.

HR policy agent

Answers staff questions from your real HR docs (leave, benefits, expenses), right inside Teams.

Sales-prep agent

Pulls the account, the last notes, and recent news to brief a rep before a call.

Onboarding agent

Walks a new hire through their first-week checklist, grounded in your SOPs.

The point for the room
If you are on Microsoft 365 with Copilot, the platform to build and govern these agents (Copilot Studio, and Microsoft's new Agent 365) is likely already in your stack. You may be paying for it without using it.
Module 07: What Are AI AgentsDISCUSS

And they are showing up everywhere.

Take an agent that lives in Slack, right where your team already works. It is the same five parts you just saw.

A Slack agent

Context

Your channel history and connected apps

Skills

Summarize, draft, answer, take action

Access

Your CRM, your calendar, your docs

Same five parts, every tool you use:

Your CRM Your help desk Your documents Your inbox Your design tools
Module 07: What Are AI AgentsDISCUSS

Real momentum, real limits.

40%

of enterprise apps will have agents by 2026, up from under 5%

Gartner, 2025

43% → 27%

trust in fully autonomous agents, in a single year

Capgemini, 2025

24-35%

of real multi-step office tasks the best agents actually finish

Carnegie Mellon / Salesforce, 2025

What it means for you

Momentum is enormous and the limits are real. Treat an agent like a capable but unproven new hire: scope it tightly, supervise the work, and widen its autonomy only as it earns your trust.

Module 07: What Are AI AgentsAPPLY

Five questions before you trust an agent.

Whether a vendor is selling it or your team is building it, the same five questions tell you whether it is ready for real work.

  • 1
    What can it access?

    Which systems and which data, exactly.

  • 2
    What can it do without asking?

    Where is the line it cannot cross on its own.

  • 3
    Who owns it?

    A named person responsible for its care and feeding.

  • 4
    What happens when it is wrong?

    Because it will be. What is the catch and the fix.

  • 5
    Can we audit it?

    Is every action logged so you can see what it did.

MODULE 08 OF 09~15 min

AI adoption in Canada

Before we talk about your plan, look at the field you are playing on. Canada just put a number on it, and the gap between ambition and reality is the whole opportunity.

DISCUSS

Where Canada actually stands: the adoption gap, the literacy gap, and the prize.

APPLY

Decide which side of that gap your business is going to be on.

Module 08: AI Adoption In CanadaDISCUSS

Canada set a number. We are nowhere near it.

In June 2026, the federal "AI for All" strategy put adoption on the record. Today, just over one in ten Canadian businesses use AI to do real work. The target is six in ten by 2034.

12%use AI today
60%national target by 2034

A 5x jump in under a decade. The country is betting on it.

Among small and mid-sized businesses, the gap is wider

  • 8%
    Canada
  • 18%
    France
  • 26%
    Germany
  • 29-42%
    Nordic leaders

SME AI adoption. Source: AI for All federal strategy, Government of Canada (ISED), June 2026.

Module 08: AI Adoption In CanadaDISCUSS

The gap is people, not technology.

44th

of 47 countries on AI training and literacy

KPMG / University of Melbourne, 2025

24% vs 39%

Canadians with any AI training, versus the global average

KPMG / University of Melbourne, 2025

We have world-class talent and one of the fastest-growing digital sectors in the G7. We are also among the slowest countries in the world to adopt AI at scale. The bottleneck is not the tools. It is people who have never been shown how to use them.

Module 08: AI Adoption In CanadaDISCUSS

The prize is on the table right now.

The same strategy that named the gap also sized the upside. And adoption is already moving faster than most people realize.

~$200B

productivity upside over the next five years

AI for All, 2026

250,000

new jobs projected by 2031

AI for All, 2026

2x

adoption doubled in one year (6.1% to 12.2%)

Statistics Canada, 2024-25

THE DEFAULT
Drift with the average

Drift with the national average. A pilot that fizzles. Training that fades in a month. Plenty of logins, no change in the numbers.

THE CHOICE
Pull ahead

Get your people genuinely fluent. Wire AI into real work. Measure it. Be in the small share of Canadian businesses that is actually pulling ahead.

The rest of today is the how. That is the path.

MODULE 09 OF 09~25 min

The path for your business

Everything so far has been personal fluency. This is the leader's question: how do you turn a room of capable people into a company that actually runs better on AI? There is a path, and it has five stages.

DISCUSS

Why most AI rollouts stall, the five stages, and the two threads that decide it.

APPLY

Your first 90 days, written down before you leave the room.

Module 09: The Path For Your BusinessDISCUSS

It is a change program, not a software rollout.

Most leaders start with "which tool?" That is the wrong first question. Look at what actually happens when companies adopt AI:

~88%
Use AI regularly
6%
Get real bottom-line impactOnly about 6% see meaningful bottom-line impact (McKinsey, 2025-26).
The gap is not the tools. It is the guardrails, the chosen outcomes, and the human work of changing how people operate. That is what the next stages are for.
Module 09: The Path For Your BusinessDISCUSS

Five stages from pilot to payoff.

You do not have to leap to the end. Each stage earns the next, and each one compounds the value of the last.

1FoundationGuardrails + the outcomes that matter
2FluencyTrain on real work. Leaders go first
3AutomatePainful, frequent, easy to check
4ScaleMake wins findable. Pull beats push
5TrustEarn agent autonomy on reversible work

Value to the business climbs with every stage

Module 09: The Path For Your BusinessSTAGE 1 · SET THE FOUNDATION

First, name an owner.

Adopting AI is a change program, not a software purchase. Like any reorg, it needs a single accountable owner, not a committee and not "everyone."

79% vs 27%

projects hit their objectives with an effective executive sponsor versus an ineffective one

Prosci, 2024

42%

of companies abandoned most of their AI initiatives in 2025, up from 17% a year earlier

S&P Global, 2025

What to do
Appoint an AI implementation lead plus a small steering group. One name is accountable for the policy, the roadmap, and whether the numbers move.
Module 09: The Path For Your BusinessSTAGE 1 · SET THE FOUNDATION

Set the guardrails: one AI acceptable-use policy.

Know your governance, privacy, and regulatory requirements, then write them down. A one-page policy beats a six-month committee.

YOUR ONE-PAGE POLICY COVERS
  • Approved tools. Which AI tools are sanctioned, and how new ones get vetted.

  • Data rules. What can and cannot be put into AI. Client, financial, regulated data.

  • Who owns it. The implementation lead, and how to raise a question.

  • The roadmap. Where you are headed over the next few quarters.

63%

of breached organizations had no AI governance policy; shadow AI adds an average $670K to a breach

IBM Cost of a Data Breach, 2025

Module 09: The Path For Your BusinessSTAGE 1 · SET THE FOUNDATION

Decide what business outcome you are actually buying.

Not "use AI." A number you want to move. The common three:

Lower cost

Cost to serve, time on reporting, manual admin.

Grow profit

Faster proposals, more selling time, new offers.

Keep customers

Faster response, fewer dropped balls, better service.

1.5x

revenue growth and 1.6x shareholder returns for AI leaders over three years

BCG, 2024

The discipline
Pick one outcome. Baseline it today. Everything else this year is measured against whether that number moved.
Module 09: The Path For Your BusinessSTAGE 1 · SET THE FOUNDATION

Then choose the tool, in that order.

ChatGPT, Claude, Copilot, Gemini are all capable. Pick on fit, not on the demo you saw last. Four questions decide it:

Where your data lives

Microsoft 365 leans to Copilot; Google to Gemini. Meet your stack.

What people actually do

Writing, analysis, building, support. Match the tool to the work.

Security controls

Enterprise data protection, admin controls, where data is processed.

Cost to roll out

Per-seat pricing across the team, not just a pilot of five.

Most companies land on one primary tool for everyone plus one or two specialists. Start with what your data and security posture already point to.
Module 09: The Path For Your BusinessSTAGE 2 · BUILD FLUENCY

Build fluency: train on real work, leaders first.

Generic training fades. Train people on their own workflows, put the exec team through first, and name a champion on each team.

39%

of people who use AI at work have had any training from their company

Microsoft, 2024

+25% / +40%

faster and higher-quality work after training, and the weakest performers gain the most

Harvard / BCG, 2023

Want us to train your company?

We run this on your team's real work. worksmartercompany.com/ai-training

Module 09: The Path For Your BusinessSTAGE 3 · AUTOMATE THE WORK

Automate the painful, frequent, easy-to-check work.

Three filters: it hurts, it happens often, and you can quickly tell if the output is right. Good first candidates show up in almost every business:

Proposals & follow-ups

Draft from a short brief, in your voice.

Notes to actions

Transcript in; owners and due dates out.

Inbox triage

Sort, summarize, draft the replies.

Month-end reporting

Turn raw numbers into the narrative.

60-70%

of the time employees spend today is on activities current AI could help automate

McKinsey, 2023

Module 09: The Path For Your BusinessSTAGE 3 · AUTOMATE THE WORK

Every automation needs an owner.

A workflow, an SOP, even a saved prompt is now a small system. It needs care and feeding, or it quietly breaks.

30-50%

of automation projects fail, which EY attributes to lack of ownership, not the technology

EY

WHAT ROTS WITHOUT AN OWNER
  • Prompts drift as usage broadens and edge cases appear.

  • Models change and behaviour shifts underneath it.

  • Data moves a sheet is renamed, a field deleted, and it breaks.

  • The builder leaves and takes all the context with them.

The rule is simple: no owner, no deployment.
Module 09: The Path For Your BusinessSTAGE 4 · SCALE WHAT WORKS

From a laptop to the org: four ways to share a build.

Someone builds "a little app that runs on my computer." Getting it to colleagues safely is the real work. The watch-out: by default, "publish" means public on the internet.

Share in the tool

Claude Project, custom GPT, Copilot agent. Identity and data stay inside the tool.

One-click host

Vercel, Lovable, Replit. Fast, but the default is public. You must turn on a login.

IT-managed internal

Behind your SSO and network. The home for sensitive or business-critical apps.

No-code platform

Power Apps, Retool. Login, roles, and audit trails come built in.

The simple rule
Just me, no sensitive data: share in the tool. My team, a real app: one-click host with login on. Customer data or business-critical: internal hosting or a governed platform.
Module 09: The Path For Your BusinessSTAGE 4 · SCALE WHAT WORKS

Make it on-brand, and make it safe.

"It works" and "it's safe" are different claims, and the gap between them is exactly where AI-built apps fail.

On-brand, the easy way
Give everyone a reusable brand prompt block: your hex colors, fonts, logo, tone, and "use these, do not invent new colors." Builds start on-brand instead of being fixed later.
"MEETS STANDARDS" = FOUR CHECKS
  • No secrets in the code, the single biggest risk.

  • Real authentication, not an unguessable link.

  • Sensible data handling, what goes in, where it lives.

  • Accessibility + dependency review, the basics, and what it pulled in.

~2x

the rate at which AI-assisted code commits leak hardcoded secrets versus human commits; vibe-coded apps have shipped with the literal password 'supersecretkey'

GitGuardian / Cloud Security Alliance, 2025-26

Module 09: The Path For Your BusinessSTAGE 4 · SCALE WHAT WORKS

IT's job: a paved road, not a roadblock.

Shadow IT exists because the official path is too slow. 69% of security leaders already suspect staff use banned AI tools (Lansweeper). Don't ban it, pave it. Match scrutiny to blast radius:

TIER 0

Personal

One user, no sensitive data. Provide the tools and a brand prompt. Don't gatekeep.

TIER 1

Team tool

Multiple users, non-sensitive. Register it (name, owner, data) and deploy on the paved road with SSO on.

TIER 2

Sensitive / critical

Customer data, money, regulated, or load-bearing. Real security review, IT hosting, named owner, monitoring.

The mantra: make the safe path the fast path. And keep one registry of every build, agent, and automation, with an owner and a risk tier.
Module 09: The Path For Your BusinessSTAGE 4 · SCALE WHAT WORKS

Make wins findable. Pull beats push.

Scaling is not more pilots. It is making the wins repeatable and easy to find, so other teams ask for them instead of being told.

A shared prompt library

Your ten best prompts, where everyone can find and reuse them.

An internal app catalog

A known place to see what others have built, and copy it.

Monthly show-and-tells

People demo what worked. Wins spread by envy, not memo.

~6%

of companies scale AI to real bottom-line value; the ones that do are about 3x more likely to have made it repeatable across the org

McKinsey, 2025

Module 09: The Path For Your BusinessSTAGE 5 · CROSS THE TRUST THRESHOLD

Cross the trust threshold: let agents earn it.

You met agents in Module 6. The final stage is letting them do real, multi-step work, and the rule is the same as with any new hire: trust is earned, in stages.

  • Start on cheap, reversible mistakes. Low stakes first, where a wrong answer is easy to catch and undo.

  • Keep a human approving anything that leaves the building or spends money.

  • Log everything. Every action, so you can audit what it did.

  • Widen autonomy as the track record earns it. Not before.

Adoption is exploding and reliability is still shaky. Crossing the threshold is about governance and oversight, not blind autonomy.
Module 09: The Path For Your BusinessDISCUSS

Two threads run through all five stages.

Get these two right and the stages take care of themselves. Skip them and even good tools fade within a month.

The human thread

  • Leaders go first. You cannot lead a change you have not lived.

  • Name champions. One per team, with real time to help, not after hours.

  • Keep practising. Refreshers and show-and-tells, not one-off training.

The scoreboard

  • Pick the outcome. One number per initiative, baselined before you start.

  • Review monthly. Ask one question: is the number moving?

  • Know the difference. Between activity and progress. Logins are not results.

Module 09: The Path For Your BusinessSTAGE 5 · CROSS THE TRUST THRESHOLD

One registry. An owner per row, or it doesn't exist.

The same rule covers a built app, a workflow automation, a saved prompt, or an AI SOP. One row each in a shared registry:

Name + what it does - So people find it and avoid duplicates

Owner (a named person) - Single point of accountability

Backup / team - So it survives the owner leaving

Risk tier (0/1/2) - Drives how much oversight it gets

Data it touches - Compliance and incident response

Where it is hosted - So IT can find it

Last reviewed - Forces care and feeding to happen

Sunset / review date - Default to retiring, not hoarding

If it does real work, it has a named owner and a registry row, or it does not exist as far as the company is concerned. No owner, no deployment.
Module 09: The Path For Your BusinessAPPLY

Your first 90 days.

Three moves. Write yours down before you leave the room.

  • 01
    Days 1-30: set the foundation

    Decide what data can and cannot go in. Pick one business outcome to move, and baseline it.

  • 02
    Days 31-60: build fluency, top first

    Get your leadership team genuinely using it on real work. You set the tone the org follows.

  • 03
    Days 61-90: automate one thing

    Find a painful, frequent, checkable workflow. Wire AI in. Measure before and after.

WHAT TO DO MONDAY

Five commitments. Pick one to start.

  • 01
    Set your custom instructions today

    Five minutes. Pays back on every chat from now on.

  • 02
    Use Role, Context, Task on your next real prompt

    The one you'd have typed half-baked. Slow down. Use the shape.

  • 03
    Devil's-advocate one decision this week

    Before you commit, make the AI argue the other side.

  • 04
    Connect one tool to your AI

    Start safe: your own email or calendar. Ask it what needs you today.

  • 05
    Build one small thing in Cowork

    The little tool nobody else will ever build for you. Start rough.

WANT TO GO FURTHER?

Work with us.

Three ways to keep going after today.

DEEPER TRAINING

Bring this to your team.

Custom AI training for your organization. Run this curriculum with your people, or go further with what fits your industry.

worksmartercompany.com/ai-training

BUILD AND AUTOMATE

WorkSmart AI.

We build custom software and automate the workflows holding your team back. Practical AI that pays back fast.

worksmartercompany.com/worksmart-ai

GET ON THE CALENDAR

Book a chat.

Want to talk through your situation, your goals, or what to do first? Grab a time directly on the calendar.

worksmartercompany.com/book

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