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AI Set-Up & Training

AI training that gets your whole team working with AI. Properly.

We set your business up on AI, connect it to your email and files, and any other systems you currently use in your business, write down how your business works so the AI follows it, then train each person at their desk on the work they already do.

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What your AI training and set-up includes.

Everything your team needs to use AI every day.

Not a login and a good-luck email. A set-up built around your business, and people who know how to use it.

Business AI accounts

A company account with a login for each person. The account and billing sit with your business, not with us.

Connected to your work

Your email and files, and any other systems you currently use in your business, from your calendar to your CRM and accounting software.

Your business, written down

Short instruction files covering how you write, how each job runs, and who approves what. The AI works from them every time.

Training at your desks

One on one with each person, using their own documents and the jobs they do every day. Then a follow-up visit a few weeks later.

Ready-made routines

Your most common jobs turned into one-line requests, like “do my morning emails”. The AI already knows the steps.

Safe-use guardrails

Sensitive records locked away, and a one-page guide for the team on what to share and what to check.

What it looks like.

A morning with AI, once it's set up.

An example of how the first hour of the day changes. Every business is different, so we build the routines around yours.

  1. One line starts the routine

    You type Do my morning emails. That's all. We built the routine, so the AI already knows the steps.

  2. It knows who's asking

    Each person has their own login, so replies come out in your voice and sign off the way you do.

  3. It works through the overnight email

    It reads what came in, ranks it from most to least important, and drafts a reply to each one in that order.

  4. You grab a coffee

    By the time you're back, most of the typing is done.

  5. You check, then send

    You go through them one by one, change anything you want, and tell it to send. Nothing goes out until you say so.

How it keeps learning.

A filing system the AI can find its way through.

We organise your business knowledge like a well-signposted road map. The AI opens a short index first, follows the signs to the few files that matter for the job, and reads only those.

  • Faster and more accurate. It reads what's relevant, not everything you've ever written.
  • Your plan goes further. AI use is measured by how much it reads and writes. Less reading means lower usage.
  • It learns from every job. A new rule or a correction you make is saved in the one place it belongs, and a signpost is added so the next job finds it.
  • You stay in charge. You can see changes to these files and correct them.

Locked away from AI

ID documents and passport scans
Bank and trust account details
Anything you mark as restricted

Safe by design.

A written rule isn't enough. We control what it can open.

Once AI is connected to your email and files, it can read anything the connected person can open. So we set up access, not just instructions.

  • We find sensitive files first, and move them to the system they belong in, or to a locked folder only the right person can open.
  • Automations get their own account, with access only to the inbox and folders they need.
  • Your team gets a one-page guide: what never goes into AI, and why every fact and figure gets checked before it reaches a client.
  • Your content stays yours. We recommend business plans where the provider doesn't train its models on your content by default.

An AI training course for your team, in your office.

From first call to a confident team.

We work in your office, around your day, one step at a time.

1

Discovery

A half day in your office watching how the work actually runs: who needs a login, how your files are set up, and where sensitive records live.

2

Set up and connect

Accounts created, your email, files and other systems connected, and the first instruction files written with you.

3

Train and follow up

One on one with each person on their own work, then a return visit two to three weeks later to fix what isn't working.

AI training questions.

Common questions.

Which AI do you set us up on?

Any of them. Our set-up works with whichever AI your business chooses. If your office already uses one, we build on it. If not, we'll recommend the right fit for your team, your work and your budget.

What does it cost?

There are two parts. The AI provider charges a monthly fee per person, which you pay to them directly, so you only pay for the people who use it. Most set-ups with training for a team of up to 10 cost $2,500–6,000 + GST, depending on how many people and what needs connecting. You get one fixed price in writing after the discovery session, before any work starts. For seat costs and a worked example, see our guide: How much does AI automation cost in NZ?

Do we need to be good with technology?

No. The training starts with the jobs you already do, using your own documents. If you can write an email, you can use this.

Is our business information safe?

We lock the most sensitive records away, give automations their own limited accounts, and nothing gets connected without your OK. You can switch any connection off at any time. For more, see our guide: Using AI in your business under the NZ Privacy Act.

What happens after the training?

We come back two to three weeks later to answer the questions that only turn up once you've used it for a while. When you're ready, the same set-up becomes the base for automating your repetitive work.

Ready to go further? See how we automate the repetitive work

Give us a call. We'll talk it through.

Tell us how your team works today and we'll tell you honestly where AI would help first. No obligation, no jargon.

027 869 0304 Book a Free Consultation Palmerston North based, working across New Zealand
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