Events

You did not start your business to spend your nights entering bills, chasing invoices, and cleaning up QuickBooks. AI can finally take that work off your plate, but only when it is set up to actually do the work, not just talk about it. On October 15 we will show you how Claude, connected directly to your QuickBooks, enters bills from a PDF, categorizes transactions, reconciles your accounts, and builds your reports. Then we widen out to the rest of your back office, where the same agent handles email, calendar, and follow-ups across Microsoft 365. Real screens, real workflows, and the guardrails that keep it safe around your financial data.

The real value of AI is not asking it one question at a time. It is giving it the right access, the right limits, and the right task so it can help with the work your team keeps doing manually. In Using Claude as Your Business Agent, we will show how Claude can help research a prospect, check CRM and email history, prepare a call brief, draft a follow-up, create a next-step task, and support billing-related workflows. We’ll also talk through what needs to stay controlled: permissions, approvals, sensitive data, and the point where a human should still make the final call.

The webinar recording is now available for teams that want a practical starting point for using AI at work. This session focuses on everyday use cases, showing how stronger prompts, reusable templates, and organized prompt libraries can help teams reduce trial and error and get more reliable results from AI tools. Fill out the form to unlock the free resource bundle, which includes the webinar recap, presentation deck, AI prompting checklist, and prompting pack for applying the concepts with your team.

AI has been everywhere lately, but many teams are still figuring out how to use it in a way that actually saves time and improves their work. In this recorded session, SafePoint IT walks business owners, operations leaders, managers, and teams through practical ways to get more useful, accurate, and repeatable results from everyday AI tools. Complete the form to access the free webinar resources, including the session recap, presentation deck, AI prompting checklist, and prompting pack your team can use to build better prompts, create reusable templates, and organize what works for future use.

AI is already showing up in the messy parts of business: reports that take too long, follow-ups that get missed, and updates scattered across tools. In Beyond the Prompt with Agentic AI, we’ll show how AI can help move repetitive work forward while keeping the right guardrails in place.