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contactus@merranti.comWeek 3 moves beyond single prompts. This session shows how to turn everyday work into repeatable AI-assisted processes, with clear project spaces, reusable skillsets, review points and practical automation ideas.
Learn how to map a repeatable task before asking AI to help with it.
Use organised project spaces and reusable task cards to keep outputs consistent.
Spot where AI can reduce manual work without giving it unsafe control.
Understand where checking, approval and data limits need to sit.
This session is designed to give practical value to business owners who want to use AI properly. Selected Merranti Accounting clients can access limited free places, while standard external places are normally £149.
This is not a broad theory session. The training is intended to show how AI can help with admin, communication, documents, bookkeeping-style tasks and repeatable workflows while keeping human review in place.
The full route starts with AI confidence, then links into practical AI bookkeeping training, before moving into Projects, skillsets, workflows and safe handover.
Start with the basics so attendees understand what AI is, what it can and cannot do, and how to use it safely.
Connect the AI foundations to practical bookkeeping and QuickBooks-style examples so the session feels immediately useful.
Move beyond one-off prompts by organising AI work into project spaces and reusable task structures.
Turn repeated tasks into clearer systems with inputs, AI support, review points, outputs and safe escalation.
The aim is not to make AI sound impressive. The aim is to show where it can remove friction from ordinary work while keeping people in control of the judgement calls.
Decide what the job is, who owns it, and what good output looks like.
Identify the documents, notes, messages or spreadsheet fields the workflow needs.
Draft, summarise, structure, compare, classify or prepare the next action.
Check accuracy, tone, privacy, missing information and business risk.
Save the workflow as a skillset card, checklist or project process.
A good AI setup is not just a prompt. It needs context, repeatable instructions, a defined output and a sensible review step.
Participants will learn how to use AI confidently without losing track of accountability, source material, quality control or privacy.
A single instruction used once. Useful, but easy to lose, forget or apply inconsistently.
A reusable method for a task, including inputs, prompt structure, examples and checks.
A complete process that defines the start point, AI support, human review and final output.
The session uses recognisable examples so participants can see how the same method applies to admin, communication, documents, meetings and reporting.
Turn a messy email into a clear reply draft, action list and follow-up reminder, while keeping final approval with a person.
Convert rough notes into decisions, tasks, owners, deadlines and a short summary that can be sent internally.
Ask AI to highlight missing information, unclear wording and possible risks before a person completes the final review.
Use AI to explain formulas, clean categories, draft update notes and identify fields that need human checking.
Turn one idea into a blog outline, LinkedIn post, email draft and short FAQ without losing the original message.
Structure questions, compare information, record assumptions and produce a review list before making a recommendation.
Participants will choose one real task and turn it into a simple workflow card they can reuse after the session. The card will define the task, inputs, prompt structure, quality checks, risk level and final output.
The session is designed to be practical. Each concept is connected to an example, a worksheet-style exercise or a reusable output.
Quickly revisit why context, examples and reusable instructions make AI more useful than isolated prompts.
Break a task into trigger, input, action, review and output so AI has a clear role rather than a vague instruction.
Take a reusable prompt card and expand it into a workflow that another person could follow.
Understand what can be safely streamlined, what needs approval, and where automation can create risk if it is rushed.
Participants create a reusable workflow card for a chosen task such as email replies, meeting notes, document review or reporting support.
Finish with a practical checklist for improving the workflow, testing it safely and deciding what could be added to a Project.
The aim is for people to leave with something practical, not just more theory.
Break work into steps so AI can support specific parts rather than guessing what is needed.
Build a reusable card containing the task purpose, input requirements, prompt structure, checks and output format.
Know what belongs inside an AI Project and how to separate different business functions or workstreams.
Identify where automation can help and where human approval should remain non-negotiable.
Check accuracy, tone, missing information, privacy and risk before relying on an AI-assisted output.
Understand how to take a useful AI idea and turn it into a process that can be tested, refined and reused.
Most AI problems do not come from a lack of clever prompts. They come from unclear processes, weak checks and unrealistic expectations.
If the process is unclear, automation usually makes the confusion faster. Week 3 starts with mapping the task properly.
AI can help prepare work, but someone still needs to check accuracy, context, sensitivity and final judgement.
Putting every task into one generic chat or Project makes outputs less reliable. Clear workspaces produce better results.
A useful workflow should be documented so it can be reused, improved and shared with another person.
Participants will be reminded to think carefully about confidential, personal or commercially sensitive data.
Good workflows are tested and refined. Week 3 shows how to improve prompts and checks without starting again.
The session is held in person. Driving is recommended where possible. If you are arriving by train, let us know in advance and we can arrange collection from the station.
This training is delivered by Merranti Accounting in conjunction with Objective Intelligence, helping business owners understand how AI and automation can be applied safely to real business processes.
No. The session starts with workflow thinking rather than technical automation. The aim is to help you understand what should happen before deciding whether tools or integrations are needed.
The main output is a workflow card and process map. Depending on the group, examples may show how a workflow could later connect to tools, but the session avoids pretending everything should be automated immediately.
Projects hold the context for a work area. Skillsets hold the reusable method. Week 3 connects both into a workflow with clear inputs, AI support, review points and final outputs.
Yes. The course is designed for people who are new to AI or still building confidence. The session uses practical examples rather than technical jargon.
Bring a laptop and one repeated task you would like to improve. Good examples include replying to similar emails, summarising meetings, preparing reports, reviewing documents or creating regular content.
Selected Merranti Accounting clients can access limited free spaces. Standard places are normally £149.
Join Week 3 on Monday 17 August 2026 and learn how to build practical AI workflows that are useful, reviewable and safe to reuse.