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Services · 01 Configure your AI

ChatGPT and Claude consulting that makes AI useful at work.

ChatGPT and Claude consulting for growing SMBs: configure shared instructions, approved knowledge, permissions, evaluation, and practical team workflows.

Let’s map your workflow All services

Illustrative workflow

Prepare an account brief from approved company knowledge, with clear sources and a human review step.

The exact implementation depends on your tools, access, constraints, and definition of success.

What we work on

Deliverables you
can hold us to.

  1. 01

    Workflow and capability review

  2. 02

    Shared instructions and approved knowledge

  3. 03

    Tool access and permission planning

  4. 04

    Practical team handoff and evaluation

A good fit when

You’ll recognise
the problem.

  • Your team already uses ChatGPT or Claude, but results depend on who is asking.
  • You have documents and policies the AI should draw from.
  • You need clear rules on what AI can and cannot see.

Examples

Where it shows up.

Illustrative workflow patterns, not results from a specific customer.

Configure your AI

Account briefs

Prepare a brief from approved company knowledge, with sources cited and a review step.

Configure your AI

Policy answers

Answer internal questions from the current policy set instead of from memory.

Configure your AI

First drafts

Draft proposals or replies in your house style, ready for a person to edit.

How it runs

Start with the operation.

We map the work, establish the boundaries, and choose the smallest useful implementation.

  1. 01 / Map

    The trigger, the context, the handoffs and the owner.

  2. 02 / Bound

    What the workflow may read, change and must escalate.

  3. 03 / Implement

    The smallest configuration, connection or build that works.

  4. 04 / Measure

    Completed work, review effort, exceptions and cost.

What you leave with

Something your
team can run.

Every engagement ends with a handoff, not a dependency.

  • A shared workspace configured with instructions and approved knowledge
  • Written guidance on what the AI may see, do, and must not do
  • A small evaluation set to check quality over time
  • A handoff session so your team can maintain the setup

Use cases

Where teams start.

Illustrative workflow patterns for this service.

All use cases
Leadership

A consistent AI setup for the team

Shared projects, instructions and approved sources so everyone gets the same quality from ChatGPT or Claude.

See the workflow Operations

Internal knowledge assistant

Answer staff questions from approved policies, procedures and product documents, with the source shown and a clear handoff when the answer is not there.

See the workflow Operations

Meeting notes to tracked actions

Turn meeting notes or transcripts into a short summary, decisions and owned action items in the tools the team already uses.

See the workflow

Field guides

Run it yourself first.

Free, ungated playbooks for this kind of work.

All guides
GuideSet up ChatGPT or Claude for a teamA four-step playbook to turn scattered individual AI use into a shared, governed setup your team actually uses.4 stepsGuideBuild a shared prompt library for your teamA four-step playbook to turn the prompts people already rely on into a small, tested, owned library the whole team can reuse.4 stepsGuideChoose an AI assistant for your teamA four-step way to compare AI assistants on your own work, your data rules and your existing tools, so the choice rests on evidence rather than a demo.4 steps

Direct answers

Questions buyers ask first.

All answers
AnswerDoes a small business need an AI use policy?Yes, if staff use AI tools for work — and most already do. A short policy that names the approved tools, the information that may and may not go into them, and which outputs need review protects the business without stopping useful work.AnswerHow can a company keep AI-generated answers accurate?Keep AI answers accurate by limiting them to approved sources, showing the source with each answer, testing against a fixed set of real questions before and after every change, routing low-confidence or sensitive questions to a person, and naming an owner who keeps the sources current.AnswerHow should a company prepare its data before using AI?Prepare only the data one priority workflow needs: find where it lives, decide who may access it, clean the fields that workflow relies on, and name an owner who keeps it current. Company-wide data projects before a first use case usually stall.

Questions

Common questions.

ChatGPT or Claude?

Often both have a place. We compare them on your actual tasks, data rules and existing accounts, then recommend a setup rather than a brand.

How is our data handled?

That depends on the plan and settings you use. We review the relevant options with you and configure the workspace to match your requirements.

What if people still use it differently?

That usually means a missing shared instruction or knowledge source. We make the good pattern the default, then check it with the evaluation set.

Related

Other ways in.

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02

Connect your tools

Put the right context within reach of the workflow.

Explore
03

Automate the repeatable

Give recurring work an owner, a trigger, and a stop rule.

Explore
04

Build the missing piece

Custom tools and applications for the gaps that matter.

Explore

Bring the messy version

One workflow.
A better way to run it.

Show us the tools, the handoffs, and the part that keeps slowing your team down.

Let’s map your workflow Read our approach
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