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7 AI Prompts You Should Be Using
I asked ChatGPT to write me a sentence about value pricing this week. It came back with "game changer" and "unlocks growth" in the same sentence. I actually winced. That's the thing about AI writing... it slips into the same handful of phrases, and your clients can tell. In this week's live session I shared the prompt I use to fix that ("humanise the response"), plus six more I use regularly: turning a set of financial statements into a client-ready analysis in under a minute, handling the awkward client fee email, checking your own cybersecurity, pricing models beyond the hourly rate, and building a full business plan in about ten minutes using agentic AI. 🎥 Watch the replay: [Link below 👇] All seven prompts are in the AI Academy's prompt library, along with 250-odd others built specifically for accounting firms. If you want the full library (not just the taster prompts in here), grab the 7-day free trial: https://www.skool.com/theaiacademy/about Which of the seven would you use first?
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🧠 How to build an AI that actually knows your firm
Ever feel like you're constantly reminding your AI of the same things? Or it goes off and does something you never asked for? It's not you. It's the setup. I've just put out a full walkthrough of how I set up agentic AI — Claude Cowork or ChatGPT Work — so it knows my firm and gets things right first time. In the video I cover: - The one rule that stops your AI drifting and forgetting - The four levels of instructions ... and what belongs in each - How to build a "second brain" for context without burning tokens - A simple prompt-injection defence to keep it safe Watch it here 👉 https://youtu.be/BPiH1oGd2HY Then tell me below ... which of the four levels are you going to set up first? 👇
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🎙️ If you record client meetings with AI, check this one thing
AI note-takers are everywhere now. Plaud, Otter, Fireflies, Zoom AI Companion, Copilot. Most firms are using at least one. Here's the bit that catches people out. Somebody asked me recently about adding standing text to meeting invites ... "unless advised otherwise we will record this meeting". Reasonable instinct. It feels like you've covered yourself. But as consent, it fails. Under GDPR consent has to be freely given, specific, informed and unambiguous, through a clear affirmative action. Silence and inactivity don't count. So an opt-out isn't consent. Here's the link to the guide I created that shows how to fix this. What's interesting is that the same sentence works fine if you're relying on legitimate interests instead, because that needs transparency and a right to object rather than a yes. Same words. Different basis. Two practical things while I'm here. First, if you record in person with something like a Plaud ... turn the recorder on before you ask, and say that you've turned it on. Otherwise the one thing not captured is the agreement itself. Second, check your platform settings. Since January, Zoom makes every participant acknowledge the AI disclaimer before the meeting continues. Google Meet can require explicit consent before note-taking starts, but it's switched off by default. For video calls that solves most of the problem for you. So ... are you recording client meetings? And if you are, how are you handling consent at the moment? Honestly interested in how many people have thought about this 👇
Where Does AI Fit Into Your Work That's Already Creating Value?
My friend Jose told me he spent an hour showing another attorney, Rick how his firm is using AI. They walked through doing research on actual cases. They carefully checked the output for imaginary citations. Rick was impressed with what the legal AI platform was capable of. At the end of the hour, Rick asked Jose, “Is there someone who can teach him how to use AI?” Jose was surprised that their hands-on hour ended exactly where it started: how do I use AI in my firm. It wasn't an explanation failure on Jose’s part or a lack of competence by Rick. I don’t think they were talking past each other for an hour. Rick understood what AI could do. What he couldn’t imagine was where it fit into the way his firm worked every day. Most conversations about AI focus on what it can do. It organizes your week. It delivers efficient research. But this experience with Jose and Rick highlights what leaders are really asking. It’s not what can AI do. We've heard it enough. We understand that. It’s not what we need to change. We’re thinking more practically. It’s where does something new naturally fit into work that’s already creating value.
📌 Start Here! (Welcome & Introduction) 🚀
Welcome to the AI Community! I'm thrilled you're here. 👋 Watch the quick START HERE to get oriented and see exactly how to make the most out of your membership. You can find it here. Then, let's get connected—introduce yourself below! Share where you are from, what you're excited to learn about AI, and your biggest goal for joining this community. This is your place to explore, engage, and elevate your accounting practice through cutting-edge AI. I'm here to support your journey every step of the way. Let’s get started! 🎉
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