Service 04
Artificial intelligence for management, configured for your day-to-day
Using AI only for one-off questions leaves most of its value on the table. When it's connected to your tools and knows your processes, it drafts proposals in your format, summarizes meetings, organizes your calendar, queries spreadsheets and prepares reports.
I configure Claude for your business, with skills and connectors, and teach you and your team to use it every day, safely.
What setting up AI for management means
Claude is Anthropic's AI assistant. Through connectors, it can work with tools like Google Drive, Gmail, Google Calendar, Notion and spreadsheets, so it works with your real information instead of generic examples.
Skills are instructions and templates that teach the AI to do a task your way: the format of your sales proposal, the tone of your emails, the steps of a report. Once created, the whole team uses the same standard.
The work includes defining what the AI can and can't access, and which tasks always go through human review.
Who it's for
Managers spending hours on emails, proposals and reports.- Small teams that want to standardize documents and processes.
- People who already use AI but feel they get little out of it.
- Businesses that want to adopt AI with clear usage and privacy rules.
How it works
- 01
Task map
We identify the routine tasks where AI can help and the ones that should stay with people.
- 02
Connectors and access
We connect the tools needed with the minimum access each task requires.
- 03
Your business's skills
I create skills with your templates, standards and processes, tested on real cases.
- 04
Training and usage rules
The team learns to use, review and improve the skills, with a best-practices guide.
What you get
Everything is registered in your name and documented. Training is always included: four 1-hour sessions so you can master each tool.
- Claude configured with your business's connectors
- Skills for the most frequent routine tasks
- Standardized document templates
- A simple AI usage and privacy policy
- Hands-on training sessions for the team
- Documentation to create new skills
Frequently asked questions
Why Claude?
For its writing quality, its connectors with the most widely used tools and its skills feature, which lets you standardize tasks. If your business already uses another AI tool, we evaluate it together during discovery.
Will AI replace someone on the team?
The goal is to take repetitive work off people so they can focus on what requires judgment and relationships. Sensitive tasks keep human review.
Is my data exposed?
Connectors use the access you authorize, and we define what each one can see. We also review the privacy settings of your plan and what should never be sent to AI, such as sensitive patient data.
Do I need to know how to code?
No. Skills and connectors are set up for everyday use, in plain language. Training is designed for people outside the tech field.
Related services
Customer service and automation
WhatsApp and website chatbots, n8n automations and integrations between your systems.
Data and dashboards
Your business numbers gathered in clear dashboards so you can decide with more confidence.
Training
Hands-on sessions so you and your team master every tool that was implemented.
Shall we get your next digital project off the drawing board?
A short, no-commitment conversation to understand where you are.
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