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Sample files so you can begin in an empty workspace.
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Documentation Index
Fetch the complete documentation index at: /llms.txt
Use this file to discover all available pages before exploring further.
Sample files so you can begin in an empty workspace.
| Lesson | Files | Setup and fallback |
|---|---|---|
| 00 · Find your way around | None | No setup needed. |
| 01 · Connect your own email and files (optional) | Contracts/Harbor Line contract.pdf; email files in Lesson 01 | Admin approval may be needed. Upload the practice files instead; connected-source controls are watch-only. |
| 02 · First answer | All three files in Lesson 02 | No connections or admin needed. |
| 03 · Cited answers | Contracts: all three PDFs | No special admin setup. |
| 04 · Team Project | SOP; Lesson 04 files; exceptions template; carrier files/wk 41 | Teammate and file access needed for handoff. Save a linked checklist document; review it yourself if working alone. |
| 05 · Team report | Carrier files/wk 41; exceptions template; rate sheet; optional Lesson 05 checkpoint | No special admin setup. Create the working sheet; a fresh chat is enough. |
| 06 · Trace and fix | Lesson 06 checkpoints; rate sheet | Actual edits and chat history needed. Recreate edits with the setup guide, or compare the workbooks and watch history steps. |
| 07 · Exception memo | Lesson 07 checkpoint sheet; Lesson 07 email; optional checkpoint memo | No mailbox needed. Teammate access needed for comments; otherwise review alone. |
| 08 · Your deck template | Lesson 08 checkpoint sheet and memo; corporate template; optional checkpoint deck | Save the template before selecting it. If unavailable, review the checkpoint deck against its sheet. |
| 09 · Office files | All three Lesson 09 files | Admin setup needed inside Office. Edit on the web and export instead. |
| 10 · Meeting decisions | Lesson 10 transcript and tracker; SOP; optional Lesson 10 checkpoint | Admin setup needed for meeting capture. Use the transcript and its written timestamps instead. |
| 11 · Save a skill | Checklist; all Lesson 11 files | Create and publish the skill. If unavailable, follow the checklist in chat. |
| 12 · Team agent | SOP; checklist; Lesson 12 tracker and delivery file; setup guide | Create and publish the agent and skill. Admin setup needed for team chat and texts; use agent email if available, otherwise web chat. |
| 13 · Run every week | Lesson 08 checkpoint deck, sheet and memo; corporate and exceptions templates; both carrier weeks; Expected carriers.txt | Create a fresh checked chat and saved procedure. Scheduling may need an admin; run by hand instead. |
| 14 · Work with websites | Lesson 14 rates sheet and rate notices | Admin setup needed for practice sites and saved sign-ins. Use your own browser tab, or read the supplied notices; login steps are watch-only offline. |
| 15 · Exceptions procedure | SOP; root tracker; all Lesson 15 files; setup guide | Publish the agent and skill; create the procedures. Admin connection needed for folder trigger; use procedure email or a manual run instead. |
| 16 · Approvals and recovery | All Lesson 16 files; SOP; setup guide | Prepare actual runs and edits. Admin access needed for sending and record changes; review on the web and skip unavailable actions. |
| 17 · Approved numbers | Lesson 17 sample model, workbook and memo | Admin and analyst setup needed for live queries. Use workbook and definitions for a qualitative review; live queries are watch-only without a working model. |
| 18 · Build an AI app | Lesson 18 tracker; SOP; checklist; setup guide | Published agent and procedures needed. Admin Computer permission required; watch if denied. Skip recovery without snapshots. |
| 19 · Publish an Application | Lesson 18 tracker; SOP; checklist; setup guide; app from lesson 18 | Admin publishing and previews required. Watch publishing or skip preview tests when unavailable. |
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