Who it’s for
This course is for people who turn files, emails, and meetings into decisions and deliverables. It also helps team leads make repeated work consistent, and builders turn those methods into applications. Follow the lessons in order through Northwind’s fictional freight exceptions work, or start with the outcome you need. Each lesson lists what to have ready, the steps to follow, and a practice prompt.Start here
00 · Find your way around
Find your files, start a chat, and return to saved work.
Get the starter kit
Sample files and checkpoints for starting in an empty workspace.
01 · Connect your own email and files — optional
Use your own sources when you are ready. Your admin may need to approve access.
Get your first answer
02 · Get your first useful answer
Upload the sample files, ask across them, check a source, and save the answer.
Connect
03 · Get a cited answer from your files
A saved answer with a source for every row and unclear terms marked for review.
04 · Work as a team in a Project
A shared Project where a teammate can pick up the work with its files and instructions.
Make things
05 · Turn scattered files into the team's report
A checked report in your team’s template, with unmatched shipments flagged.
06 · Trace and fix one change
The reason behind a wrong cell and a way to undo the edit while keeping later work.
07 · Write the exception memo
A decision memo with cited figures, open questions, and unconfirmed causes clearly marked.
08 · Make the deck in your template
A leadership deck in your saved template, checked against the source sheet.
09 · Work inside your Office files
Reviewed edits to an existing Word document, plus the same way to work in Excel and PowerPoint.
10 · Turn a meeting into decisions
Meeting decisions with owners, tracker entries, and a follow-up draft for review.
11 · Save your method as a skill
A reusable skill that follows your checklist and can be corrected in one place.
12 · Give your team an agent, everywhere
A shared agent that answers your team in Teams, email, Slack, or text.
Automate
13 · Make it run every week
A weekly deck procedure tested on new files before it is scheduled.
14 · Work with websites
Website updates brought into your sheet, with links back to each source.
15 · Build and trigger the exceptions AOP
A repeatable dispute review that starts from email or a new file.
16 · Approvals, failures and rollback
Reviewed emails and record changes, plus a way to recover a failed run or wrong tracker edit.
17 · Answer from governed numbers
An answer from approved business definitions, carried into a decision your team can act on.
Build
18 · Build an AI app on your Computer
A working chat app that uses your team agent, runs its procedure, and shows the live tracker.
19 · Publish it as an Application
A shared Application with a tested version, controlled access, and a way back after release.
Quick how-tos
Short walkthroughs for making, scheduling, and sharing your work.