If You Hate It, Automate It
Have you ever wanted to automate as many repetitive tasks as possible? If so, this is the workshop for you.
Yesterday: SMB = Small Medium Business
Today: SMB - Small Mighty Business
You don't need to be a Fortune 500 company to have automation
Audience
Business Leadership, Departmental Leads, Operations Teams, & IT Stakeholders
Technology
Type
Workshop
Service Category
AI Implementation & Task Automation
Duration
8 hours
Skill Set
All Levels
If repetitive tasks feel below your pay grade — endless cutting and pasting, approvals, reporting, follow‑ups, and manual coordination — this workshop is for you.
Knowledge workers spend hours every week on repetitive, low‑value work: data entry, report creation, task approvals, email overload, ticket triage, and status updates. These activities drain productivity and morale, pulling focus away from strategic, high‑impact work.
This workshop shows how Claude, Anthropic’s AI model, can take over much of this work by understanding intent, reasoning through requests, and handling workflows the way a human would.
Instead of asking people to learn complex automation tools first, we start with a simpler question:
What work do you hate doing — and what decisions are involved?
Claude becomes the thinking layer that handles those decisions. The tools come second.
Technologies Covered
- Claude (AI model) — reasoning, decision‑making, and workflow automation
- Claude Code (implementation layer / advanced) — powering multi‑step automation and integrations behind the scenes
- Microsoft 365 — Outlook, Teams, Excel, SharePoint use cases
- Automation tools — forms, approvals, notifications, and system updates
- ChatGPT (comparison) — understanding where different AI tools fit best
The workshop is Claude‑focused. Claude Code is introduced as an optional, advanced layer to demonstrate how these solutions are implemented in real environments.
In this workshop, you’ll learn how to use Claude to automate repetitive tasks and reclaim hours in your day — without needing to be technical.
We’ll show how to:
- Identify high‑impact automation opportunities in everyday workflows
- Use Claude to understand emails, documents, requests, and data
- Let AI handle decisions, routing, summaries, and follow‑ups
- Choose the right level of automation for each problem
- Understand when (and when not) deeper implementation is required
For teams that want to go further, we’ll also briefly show how these automations are implemented behind the scenes using Claude Code — but always in an accessible, non‑intimidating way.
Live, Interactive Demos
Claude‑Driven Approval Automation
- Claude reads a request (email or form)
- Understands context and intent
- Decides the correct approval path
- Notifies stakeholders and updates records automatically
AI‑Generated Reporting & Summaries
- Claude pulls information from multiple sources
- Produces executive‑ready summaries
- Highlights anomalies, risks, and next steps
- Drafts emails and responses in your voice
Intelligent Ticket & Document Triage
- Claude categorizes and prioritizes tickets or documents
- Detects missing information or inconsistencies
- Routes items with full context attached
- Reduces back‑and‑forth and manual sorting
End‑to‑End Onboarding Automation
- Claude guides new hires or customers conversationally
- Coordinates tasks across teams and systems
- Sends reminders, updates records, and assigns owners
- Adapts when something goes off‑script
What You’ll Walk Away With
- A clear understanding of what Claude can automate today
- Confidence in choosing the right automation approach for your team
- Practical examples you can apply immediately
- A roadmap for piloting AI‑driven automation at your organization
Ready to Stop Doing the Tasks You Hate?
Let Claude handle the thinking. Let tools handle the clicking. Let your team focus on work that actually matters.
To immediately book a meeting with a SoHo team member, please click this 👉LINK

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