Workshops / training
AI your people can actually use
A practical keynote on tools, judgment, and work that actually ships. Not a tool tour. Not “10 prompts for Excel.”
Teaching spine:Feed itAsk itStill check
Companies new to AI — or stuck after buying seats.
Working session on their jobs: pick a decision → build the use-case → run it → break it → write failure modes.
Outcomes we hold to: (1) Someone can run this next week without us. (2) Someone can attempt a second use-case with the same pattern.
We teach strengths and weaknesses. Leadership-only vs company-wide is a strategy choice — we recommend one; we will not sell the larger option just because it is larger.
Practical AI route
Five modules
Teaching spine:Feed itAsk itStill check
Why seats ≠ use — and why a launch email is not training.
Edges, not monopolies. Grok Bot as a practical home base; when to open other tools.
Monthly-pass feel vs. per-doc myth. Ballpark only — reconfirm prices at checkout.
Concrete department jobs and a use-case library you can reuse.
Red zones, guardrails, PC/mobile setup, two-week experiment.
Prompt pattern: Role · Goal · Input · Rules · Output · Check — plus “If evidence not present, say so.”
Harborline scenarios in the live keynote are fictional teaching composites — methods only, never presented as client work.
Formats
How the room runs
Leadership room
Decision-makers map one workflow and choose scope — leadership-only vs broader.
Two-week experiment
One job, baseline, review, refine, decide keep / change / stop. Measure usefulness, not enthusiasm. Start with one job. Build trust by checking the work.
Industry editions
Same method, your industry's paperwork.
Each edition is the same half-day working session: map one real job, run it on the documents your team already works from, try to break it, and write the check step. People send, people sign.
Request an edition →Construction
AI that holds up on the jobsite.
For GCs, PMs, estimators, supers and project admins, built on your drawings, RFIs and field notes. AI drafts RFIs from field conflicts with sheet and spec citations, answers plan and spec questions, chases submittal exceptions, turns meeting minutes into action registers, levels sub bids and drafts change-order narratives.
A person signs. Anything that touches structure, safety, money or the contract clock gets a named person’s review, and nothing goes out on auto-send.
Trades: HVAC, plumbing & electrical
One ticket, start to finish: tech notes to invoice.
For service managers, dispatchers, lead techs and office staff, built around your work orders. AI drafts dispatch briefings, invoices from tech notes, manual and model lookups, callback patterns, aging work-order lists and customer updates.
Safety and money stay with people. The office owns every dollar, the tech owns every safety call, and a person sends every invoice and parts order.
Auto dealers
Tech shorthand in. Customer-ready RO out.
For service advisors, used-car managers and BDC teams, built on your ROs and leads. AI drafts RO stories from tech notes, multi-point summaries, declined-service and recall follow-ups, lead replies, vehicle descriptions and call summaries.
Red lines. AI never quotes a price, payment or trade value, never promises a repair or coverage, and stays out of credit and F&I. A person sends every message.
Real estate & property management
From showing notes to a listing draft.
For brokerages and property managers. AI drafts listing descriptions from your notes, buyer and seller follow-ups, transaction checklists, maintenance work orders, tenant notices, lease abstracts and owner-report summaries.
House rules. A person reviews every listing and reply for fair-housing language, AI is never the appraiser, and every fact is checked against the file.
Healthcare practice admin
Admin and operations only. Never clinical.
For practice managers, front-desk, billing and referral staff, built around your own forms and queues. AI drafts reminder and waitlist messages, prior-auth packet checklists, referral and records letters, denial summaries and appeal drafts, call-note cleanup and written SOPs.
HIPAA first. Patient information stays in tools covered by your practice’s agreements, including a business associate agreement (BAA). Exercises use de-identified examples, and there’s no diagnosis, triage or treatment advice.
Cash-pay solo PT & OT practices
Hands on patients. AI on the paperwork.
For cash-pay solo physical and occupational therapy owners. Admin work only — never clinical decisions. AI drafts inquiry replies (cash rates, packages, what to expect), intake forms, SOAP notes for you to review and sign, progress updates for a physician or trainer with the patient’s OK, home-exercise handouts, reminders and rebooking, and review and referral notes.
HIPAA first. Any AI tool that touches patient information needs a signed business associate agreement (BAA). No time-savings promises — we try it on your real admin jobs and you decide what stays.
Other industries
Your industry isn’t on the list. Your paperwork is.
A modular edition for manufacturing, hospitality, insurance and professional services. Pick one module and we build the session around it: SOPs and shift handoffs, guest inquiries and review replies, claim-file summaries and renewals, or contract summaries and client updates.
A never-list for every module. No safety sign-offs, coverage decisions, or legal and tax advice from AI, and a person sends every message.
Bring Practical AI to your team
Book a Practical AI workshop — or a 90-minute working session on one real workflow.