01connections/
Connected Stack
AI plugged into Xero, Salesforce, Gmail, WhatsApp.
6 tools linkedMake AI easy for business work.
Build an AI foundation you keep using, so invoices, reports, decks, and follow-ups get done faster.
business workflow examples
The copy-paste tax
You prompt from scratch, then copy-paste the answer into real work.
Paste the numbers in. Prompt until the draft sounds right. Copy it back out into Gmail, Excel, the deck. Nothing is saved, so next Monday starts from zero.
AI Chat
New chat
Search chats
Library
Chats
Client follow-up from notes
Management summary from CRM
Quote using approved pricing
Claim checklist for finance
Handover actions for ops
SOP update for new staff
+Ask anything
THE LEVEL-UP
What if AI could make operations easier and more consistent?
AI gets useful when it stops living in one chat tab: tools AI can act in, saved company context, reusable Skills, and a human approval point.
Click the levels
WHAT YOU LEAVE WITH
In 2 days, learn how to make AI draft, check, send, and improve your team’s everyday work
Build the working stack.
Real outputs built on your company’s own documents, numbers, and charts. Each one feeds the next.
Real outputs. Each one feeds the next.
Click an output
One assistant · every platform
Reads fromXeroSalesforceSheets
Your AI+ company-kit/
Drafts intoGmailWhatsAppboard-deck.pdf
What moves
PullOverdue invoices, aging, payment historyXero
PullDeal stages, contacts, close datesSalesforce
PushReminders, follow-ups, weekly report draftsGmail · WhatsApp
GateNothing sends without a human approvingalways
Company Kit files
Reusable context
Company
The organisation sells fit-out and maintenance services. Clients expect clear scope, firm dates, and invoices that match the quote.Voice
Direct, practical, specific. No invented promises. Quote only approved fees and timelines.Rules
Human approval is required before sending quotations, invoices, reminders, or client-facing commitments.What it feeds
Invoice runTerms stay exact
Reminders quote the real amounts and due dates.
Sales packPrices stay approved
Quotes only use what pricing.md allows.
Board deckFormat stays yours
Slides follow your template and voice.
Monday reportNumbers stay sourced
Every figure traces back to a system.
Open deck
A real deck, drafted by AI. Every slide was built from public information only (TNB Integrated Annual Report 2025, IEA, and press). Click to open the full 18-slide briefing.
Built like real research
Source every number and chart traces back to a public report
Design your slide master, your fonts, your colours
Review one pass to sign off, not a night rebuilding slides
This morning · 14 threads · Gmail + WhatsApp
| From | Message | AI read |
|---|---|---|
| Aria Interiors | Any update on Tuesday’s delivery? | chase |
| Kota Logistics | INV-2038 looks doubled up? | urgent |
| Melissa · Aria | Can we move Thursday’s site visit? | reply |
| Verde Landscapes | Thanks, crew arrived on time | fyi |
AI synthesis · what actually needs you
Three clients are chasing the same delivery week. One status note covers all three.
Kota flagged a possible double-charge on INV-2038. This one needs your decision, not a template.
Six routine threads can close with a saved reply. Drafts are staged below.
Drafted · staged for approval
Gmail draftneeds approval
Re: this week’s delivery scheduleHi all, quick update: your fit-out items ship Tuesday and arrive Wednesday morning. I will confirm the installer slot by Friday.
WhatsApp draftneeds approval
Kota Logistics · DanielHi Daniel, good catch on INV-2038. I am checking it against the ledger now and will confirm the correct amount by 4pm today.
⏸ AI drafts everything. Nothing sends until you approve.
Read from Salesforce · this week
| Deal | Stage | Next step |
|---|---|---|
| Aria Interiors · office fit-out | Proposal | quote by Friday |
| Kota Logistics · maintenance retainer | Discovery | recap + follow-up |
The pack
Input
call notes · Salesforce record · pricing.md · past proposals
Output
proposal draft · quote using approved prices · 3-message follow-up sequence
Quality checks
Fees never invent prices not found in pricing.md
Scope flag assumptions before writing commitments
Stage follow-up tone matches where the deal actually is
Gate owner approves before anything reaches the client
weekly-report.skillRUN ▸
CollectedRM 41kthis month
Days to paid19from 31
Deals moved3this week
Risks2flagged
Collections trend · last 6 months
JanFebMarAprMayJun
Management summary
Collections improved again: 19 days to paid, down from 31 in March.
Aria Interiors quote is waiting on one pricing approval.
Two client follow-ups stalled past 7 days. Drafts are queued.
Risk register · 2 flagged
highAria quote waiting on pricing sign-off3 days
medTwo client follow-ups stalled past 7 daysthis week
↻ same shape every Monday. Every run sharpens the next.
1 · Receipt in · WhatsApp from the site crew
PETRONAS
Station 4021 · Shah Alam
12 Jun 202608:14
Primax 9534.2 L
Unit price2.48
Subtotal84.91
GST 6%5.09
TOTALRM 90.00
VendorPetronas
Date12 Jun 2026
SubtotalRM 84.91
GST 6%RM 5.09
TotalRM 90.00
CategoryMotor vehicle · fuel
Confidence98% · auto-posted
2 · Posted to Xero · reconciled to the bank feed
| Date | Account | Description | Net | GST | Status |
|---|---|---|---|---|---|
| 12 Jun | Motor vehicle | Petronas · fuel | RM 84.91 | RM 5.09 | posted ✓ |
| 11 Jun | Office supplies | Shopee · printer ink | RM 62.26 | RM 3.74 | posted ✓ |
⏸ low-confidence scans wait for a human. The rest post and reconcile on their own.
02company-kit/
Company Kit
Pricing, voice, and rules. Saved once.
read by every run03board-briefing.deck
Slide Deck
The deck builds itself from the data, charts and all.
18 slides04inbox-triage.skill
Communication + Action
Email and WhatsApp read, synthesised, and drafted back.
human gated05sales-pack/
Sales Pack
Call notes become proposal, quote, follow-ups.
drafted06weekly-report.skill
Reporting Automation
One button writes the whole weekly report.
runs weekly07receipt-to-ledger.skill
Finance Automation
Snap a receipt. It reads, files, and reconciles.
always onTHE FOUNDATION
Learn the foundations of Tools, Skills, and Context
The goal is not to memorize prompt tricks. The goal is to understand the parts of an AI workflow well enough to reuse them.
01
Tools
Connect AI to the tools work already lives in: Xero, Salesforce, Gmail, WhatsApp, and spreadsheets.
You leave withA map of useful business tool connectionsApproval rules so automation stays safe
02
Skills
Turn a repeated task into a saved workflow with steps, inputs, checks, and output formats.
You leave withOne reusable business SkillA pattern for making more later
03ContextFiles &
ContextFiles &
Folders
Give AI the company facts, examples, and rules it needs before it writes or acts.
You leave withCompany Kit files for future runsA cleaner way to onboard new workflows
PROOF
Built for teams that need work to stick.
The Business version uses the same hands-on method from real training deliveries: build from live documents, package the workflow, and leave with something the team can reuse.
0+professionals trained
0/5avg rating, NP Digital
0%would recommend
0deliverables in 2 days
Real rooms. Real participants. No stock photos.
The format worked because we built from real work, not generic AI examples.Business workshop participant
The useful part was turning messy internal steps into something we could repeat.Operations participant
TRAINER
Built and taught by someone who runs these systems daily
- Head of Digital and Marketing at Care Concierge
- I spend ~RM 2,000/month on AI tools and teach you what I have figured out.
- Ten years in agency martech at ADA, Dentsu, and Publicis.
- Workflow work across marketing, ops, reporting, documents, and automation.
AFTER THE WORKSHOP
Two days builds the workflow. Support helps it become habit.
The workshop is the starting point. What comes after helps the team keep using, fixing, and improving the workflow.
- Days 1-2The workshop
You build one real AI business workflow live, on your own documents and rules.
- Week 2Follow-up session
A 1-2 hour review fixes breaks and tightens the workflow after real use.
- OngoingUpdates
New examples and tool notes help the setup stay current as AI tools move.
WHO IT IS FOR
Join on your own, or send the whole team.
One operatorA week of paperwork,
A week of paperwork,
done in a morning.
- Reports and proposals draft themselves
- Follow-ups go out the same day
- You approve instead of retype
The whole teamThe same team.
The same team.
A whole new level of done.
- Your best workflow becomes everyone's
- Every output follows company rules
- More done, same headcount
FUNDING
There is a claim route for both ways in.
Sending a team? HRD Corp claimable under the SBL scheme. Paying for yourself? Fees may qualify for up to RM2,000 in personal tax relief.
CLAIMABLE TRAININGFAQ
Questions people ask
The practical details before you join, or before you bring this to HR, L&D, or your business lead.
No. The workshop is built for business users. The technical parts are packaged so participants can use them without learning software development.
Claude or Codex, the two AI systems I run my own business on. Both work in plain English. Each session runs on one of them, agreed with you beforehand. Every participant leaves with an account set up, tools connected, and their company context loaded.
A laptop, an account for the session’s AI tool, one repetitive workflow idea, and sample documents or outputs from the current process. Pre-work walks you through the install, ideally the day before. Anyone who misses it gets set up on Day 1 morning.
No. Workshop workflows can prepare drafts and run assisted steps, but client sends, pricing, claims, and system changes stay behind human approval.
Repeated work with clear inputs and outputs: invoice runs, quotations, proposals, weekly reports, board decks, meeting summaries, client follow-ups, and claim packs.
Your company must be a registered levy contributor. The claim runs under SBL (Skim Bantuan Latihan), and I guide the submission step by step.
Yes. The page shows common business examples; the actual workshop is shaped around the workflow your team brings.
WAITLIST
I'm interested.
Join the waitlist for the next public class, or switch to the team option and tell me what your team needs. Either way, I will reply within one business day.