Section 6: Meeting Summaries and Action Plans
- Using AI to summarize meetings and workshops into clear points and conclusions
- Building action plans with owners and deadlines and tracking progress
- Workshop: build a meeting summary and action plan with AI
Section 7: Chatbots and Consulting Assistants
- Building a Custom GPT or Gem as an assistant working to the team framework and standards
- Embedding knowledge, work samples and guidelines for consistent, on-standard results
- Workshop: build one consulting assistant for frequent tasks
Section 8: Documents and Administration
- Using AI to help with documents, service proposals and coordination with clients and the team
- Managing team knowledge and templates systematically
- Managing data and documents systematically, being careful with sensitive data
Section 9: Consulting Automation with n8n
- Setting up automation with n8n, such as collecting data, drafting documents and tracking work
- Connecting data across tools and channels with access control
- Workshop: design one simple automation flow for consulting work
Section 10: Accuracy, Confidentiality and PDPA
- Verifying AI-generated data and numbers (hallucination) before using with real clients
- Keeping client confidentiality: what can and cannot go into AI and masking confidential data
- Personal data under PDPA and setting the team's AI usage guideline
Section 11: Capstone Project and Real-world Adoption
- Task: set up an end-to-end AI toolkit for the learner's consulting work, from research and analysis to proposals, slides, an assistant and meeting summaries
- Present the work and get feedback from the instructor and peers
- A first-30-days adoption plan and setting up AI use for the whole team