AI Learning + Tools

3,612 Views | 16 Replies | Last: 15 days ago by LOYAL AG
500,000ags
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AG
Creating a thread where, instead of news, hopefully people will add different learning (courses, etc.) and AI-tools in their roles / industry that they have used or are implementing. I'm a big fan of AI, but it's also causing a lot of uncertainty because it's impacting everything from layoffs to stock performance. In order for it to be a net positive (especially for Ags), we need to embrace and share use cases. My background is in banking and GTM analytics, and I'm currently taking a few AI courses that I will discuss once completed!
BTHOtrolls
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AG
This one has been blowing me away…



It's called Fyxer, the AI software studies your writing style and patterns when responding to repetitive emails. When you receive an email, it automatically drafts a response within outlook or gives you options for the software schedule meetings on your behalf.

With time, the draft emails continually gets better. In my profession, I'm responding to 100 emails per day and already cut time needed in half. As each week goes by, the number of emails it drafts needing manual correction becomes less.
YouBet
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AG
Not to hijack your thread, but I'll cross reference the same thread I started in The Nerdery several days ago although it's broader than business. It has some great suggestions for business use cases though that you can add back here.

https://texags.com/forums/30/topics/3594290
GeorgiAg
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AG
I am defending a case against a Mexican grocery store for a slip and fall. (She is on video looking at her phone when she tripped over a box on the floor. New items were being shelved but the employee walked away for a second.)

Anyway, I did insurance defense for years, so I can do these depositions in my sleep. I now mostly do Plaintiff cases, but this client had a glitch with insurance, so I've had to step in as a defense lawyer again. But I wanted to check what AI would do.

I input the complaint, her discovery responses, the video, her medical records, etc. into Google Gemini (paid version - deep thinking mode.) I asked it:
Quote:

I represent the defendant, a hispanic grocery store. The plaintiff claims to have slipped and fell on a pallet or stack items to be shelved. The video and screenshot show she was on her phone at the time. Also, she provided pictures of a huge cut on her leg that apparently she is trying to claim was caused by the fall, but her medical records do not. Draft a deposition outline for the defense attorney, covering her background, litigation history, recall of the accident, medical history and medical and bills relating to the alleged fall. Include detailed questions about the incident.

I have a standard depo outline I've used for decades in these types of cases. It lacked the detail of that, but it was exceptional at pulling out all the dates, names, etc.. - basically all of the facts that I would have to review the file and pull out. Saved me hours of prep time.

The deposition was taken via Zoom and I have 3 monitors. I kept the Gemini thread up on one monitor and during the deposition, I was able to input her answers and it would generate additional questions and ideas based upon its "memory" of all the documents.

I also have an A.I. app on my phone that transcribes and summarizes the conversation real-time. Truly a game changer. It's like having an experienced legal secretary or associate with you at the deposition.
hamean02
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AG
I work in a small not for profit (team of call it 9 full timers). We're archaic in our communication. text chains and emails. Not a great admin gifted team. We're a collection of dreamers and doers. Our growth has stretched our organization. I've been using a personal GPT plan and been using it more and more for work and home. Just came up on a year of my subscription and re-upped. These apps that are being integrated slowly over time into ChatGPT and Claude and Gemini are getting incredible and closer to really easy to use. But with more power comes more data security issues. Basically these tools are hamstrung by their lack of access to your stuff. But if you give them access to your stuff you have security/safety/intellectual property/ and potentially HIPAA issues.

I toyed with opening an open claw server and feeding it information but I'm not quite technical enough and really don't have the expertise or the hardware to run it well. Plus the risk of bad actors exploiting it and mining my info.

BUT, just in the past month I've subscribed to Otter.ai for meeting transcriptions and notes summaries. They are very good. I also this past week began transitioning our staff over to Clickup. If you use google or Microsoft Teams you wouldn't need this. But establishing communication, documents, and meetings transcriptions and notes all in one place can really help things not fall through the cracks. And I work with a couple of technological troglodytes. But with AI search features to comb through all that data, it makes questions like "give me all our notes on our Easter plans" in the AI search feature super helpful.

the key vectors are team wide adoption + time savings + cost + safety/security (varies on your industry and scale). These are the four areas you have to assess to integrate the tools. This is changing and growing by the month and if you're in a competitive industry that deals with information & communication and/or marketing you cannot afford to ignore this.
Stressboy
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AG
hamean02 said:

I work in a small not for profit (team of call it 9 full timers). We're archaic in our communication. text chains and emails. Not a great admin gifted team. We're a collection of dreamers and doers. Our growth has stretched our organization. I've been using a personal GPT plan and been using it more and more for work and home. Just came up on a year of my subscription and re-upped. These apps that are being integrated slowly over time into ChatGPT and Claude and Gemini are getting incredible and closer to really easy to use. But with more power comes more data security issues. Basically these tools are hamstrung by their lack of access to your stuff. But if you give them access to your stuff you have security/safety/intellectual property/ and potentially HIPAA issues.

I toyed with opening an open claw server and feeding it information but I'm not quite technical enough and really don't have the expertise or the hardware to run it well. Plus the risk of bad actors exploiting it and mining my info.

BUT, just in the past month I've subscribed to Otter.ai for meeting transcriptions and notes summaries. They are very good. I also this past week began transitioning our staff over to Clickup. If you use google or Microsoft Teams you wouldn't need this. But establishing communication, documents, and meetings transcriptions and notes all in one place can really help things not fall through the cracks. And I work with a couple of technological troglodytes. But with AI search features to comb through all that data, it makes questions like "give me all our notes on our Easter plans" in the AI search feature super helpful.

the key vectors are team wide adoption + time savings + cost + safety/security (varies on your industry and scale). These are the four areas you have to assess to integrate the tools. This is changing and growing by the month and if you're in a competitive industry that deals with information & communication and/or marketing you cannot afford to ignore this.


I do governance, risk, and compliance consulting for a the IT team at a mid sized company. They have standardized on Microsoft and while they are tuning the Copilot tenant to be more secure and to enforce data protections/privileges, I am helping them establish the policy and governance of AI tools for the business. It may not be sexy but copilot is private by default.
Drawkcab
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I've been wanting to try this. My hesitation has been that I don't want it sending or deleting emails without me even seeing them. Haven't really had time to see if that would be a possibility, but it doesn't sound like it based on that video. Maybe I'll pull the trigger.

I'm using Motion to plan my schedule. You enter tasks, assign it a priority, due date, when you want to start, and how long it will take and it slots the task into your daily, weekly, or monthly schedule whenever it needs to be to make sure you complete it on time. As you add more and more tasks they get reshuffled to make everything fit. It syncs with your calendar to plan tasks around meetings and an AI notetaker will join your meetings. It records the meeting and emails a summary afterward.
jagvocate
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AG
First time I ever interfaced with AI, I asked it to draft a standard purchase/sale agreement for a land parcel but to alternate paragraph voicing -- odd paragraphs in the style of Yosemite Sam and even ones phrased like Daffy Duck.

It did it no problem in about 10 seconds, and I knew things were going to be a little different from now on.

GeorgiAg
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AG
Forgot I posted in this thread. Forget Gemini. Claude Cowork is light years ahead of everything else I've used. I got a bunch of people at work on Claude Teams-level because it does not train on your data and therefore offers more protection for atty-client privilege, although not HIPAA compliant.

I have a workflow now where I open a folder for the matter where Cowork gets to live. I have four folders already set up.

About me
Templates
Source Data
Output.

In Claude chat, I asked it to make an about_me.md (markdown) file by asking me questions. work, addresses, emails, preferences, complete history of me and my work.

Same for templates, I uploaded several letters, forms etc... that I wrote and asked it to make markdown files for each type of document.

The markdown files help speed things up and reduce token usage. I have this folder structure and the markdown files in a file, so I just copy and paste it each time I open a new matter before I add source documents.

Source data and Output are self explanatory.
@NFLPlayerProps
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Claude is incredible. I'm addicted. We have Gemini Enterprise at work and its absolute garbage.
Queso1
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AG
It's so good for harmonizing contract clauses.
bagger05
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AG
Personally, I think the best bet with AI (for almost everyone) is focusing on getting the AI to do the "work before the work."

No matter what you're doing, there's a bunch of stuff that has to be done before you do your thing. So don't get the AI to "do your job." Have it do everything that needs to be done before that.

My answer has been to build out an AI team that sets me up.

INTAKE AGENT. Takes raw, unstructured inputs from me and get them to the right place in the system. For example, I dictate a long, sloppy voice memo mentioning that I need to get buy eggs at the store, set a meeting with my banker, and I have an idea for a new product we should consider. The intake agent breaks that up into chunks and sends each one to the right place in the system.

LIBRARIAN. Manages a personal wikipedia. Non-actionable items that might be useful later. Articles, notes from conferences, podcast summaries, social media posts.

PROJECT MANAGER. For anything that's a "project" -- meaning it isn't going to be done all at once, is likely to have wait states and dependencies -- the project manager writes a project file, tracks related action items, and maintains a dashboard of all open projects.

ACTION MANAGER. Similar to the project manager, but deals with to-dos. Maintains to-do lists and a dashboard of all open action items (including "waiting for" items for things that have been delegated).

SYSTEM ENGINEER. Kinda like the project manager but specific to any items that are about the system itself (bugs, enhancement requests, feature requests). Maintains a dashboard of potential system fixes and improvements.

CHIEF OF STAFF. Has visibility into everything in the system described above, plus access to calendar and email. Writes morning briefs and afternoon debriefs.


HOW THIS ALL ENDS UP WORKING TOGETHER:

- Each morning I get a daily brief from the chief of staff. Basically some news plus a look at what's coming up in my day. Appointments, to-dos coming due, projects that are coming due, delegated items I need to nudge.

- Based on what I get in the brief, I'll come up with what I call the "day plan." This is my opportunity to tell the system "I'm going to do this, not going to do that, make this change, block this time, etc," The system updates things based on what I tell it.

- I go about my day. I capture things as I go. I have a few ways to put things into the system but I usually will just message it with Telegram. These are usually little reminders like action items that came out of meetings, random things I think of, errands I need to run, whatever.

- Afternoon I get a debrief. It basically is a quick recap of the day plan I committed to in the morning plus a look ahead at the next few days.

- I let the system know what I actually did. "Ended up not going to this meeting, didn't get X done, Y got finished, Z got pushed to next week." The system updates based on what I tell it.

- Repeat.


So the system isn't really doing my job, but it's handling a lot of the administrative stuff that makes it a ton easier to do my job.
Frok
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AG
But then you get nothing of it done because your day gets filled with meeting and disruptions.
GeorgiAg
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AG
I put your post into Claude and told it I want to do this. It modified it a good but now I have a Live Artifact that tracks all my open matters. Every day I get a Daily Briefing when I get to work with my daily and upcoming calendar, To Dos, etc...

I got up to 90% token usage for the session, but since it was creating it, hopefully that explains the heavy usage.

I have a Clawbot sitting idle and it mentioned that may have some usage down the road for that but that will take some heavy setup. Not sure l can do all that and get past our IT department. I did talk our IT guys into installing the Microsoft 365 MCP connector, though. That's amazing because now Claude can read my email and calendar.

I had to shut my Clawbot down because it was burning through tokens like crazy and I wasn't even using it.
bagger05
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AG
Basically, everything in this system could be run locally. The only real thinking that goes on is reading your inputs and figuring out where it goes. That doesn't take a very powerful model.
LOYAL AG
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AG
Going to run that by my Claude and see what comes out. I've got some of that happening already but that's pretty good workflow. Thanks for that.
LOYAL AG
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AG
I have Claude triage my email each day by reviewing everything and summarizing, prioritizing and filing away based on what it is. I use Superhuman for my email app so it reads the Split Inboxes in there along with my Microsoft 365 email and goes from there. Here's what I'm getting out of it right now. The end result is a pdf I print each day and use as a checklist of things I have to deal with today.

It knows who each client is and groups messages and summaries of various conversations by client, identifies things I need to monitor versus dig into and gives me a synopsis of what's happening with that client.

It identifies "today" things and creates a summary of those today things in a list.

I have a bookkeeping team that handles client books and I get a lot of notification type emails either from payroll softwares or from my staff telling a client something has been done such as a payroll being processed, total cost, etc. For the various automated notifications I get related to payrolls it reviews each of them to identify problems then files away all the routine ones I don't need to see and gives me a list of what it filed but highlights the problems.

I have a few Teams/Zoom calls a day and have Fathom record those calls after which I get an email from Fathom with notes, to dos, etc. Claude reads those meeting notes and creates tasks in Asana for me or my staff as necessary in the right client either with today's date or the correct date if it's identified in the task. That integration has been a massive win saving a ton of time just getting to do items into a format I use.
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