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AI for Administrative and Finance Departments

Cover of the “AI for Administrative and Finance Departments” training

It is the work that holds operations together and gets the least attention when innovation is discussed. It is also where the gains show up first.

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Who This Training Is For

  • Administrative, secretarial and management support teams
  • Purchasing, logistics and billing services
  • Back office in any sector
  • Anyone handling internal requests, documents and recurring reports

What Your Team Will Be Able to Do

  • Draft and review recurring documents in minutes
  • Pull information out of invoices, contracts and forms without retyping
  • Prepare periodic reports with far less manual work
  • Answer internal requests with consistent replies
  • Identify the tasks genuinely worth automating next

Programme

  1. Map the day — where time disappears, with numbers
  2. Documents — templates, drafting, review and standardisation
  3. Extraction — pulling data out of files and forms without rewriting them
  4. Reports — the periodic one that always eats the same afternoon
  5. Internal requests — consistent answers that do not sound automated
  6. The next step — what justifies moving from assistant to automation

Learning Objectives

  • Understand the core concepts of Artificial Intelligence and generative AI
  • Structure effective requests and instructions (prompt engineering) aimed at administrative and finance tasks
  • Use AI assistants (ChatGPT, Claude, NotebookLM, Microsoft 365 Copilot) for document processing, productivity and work organisation
  • Create simple dashboards, document templates and supporting materials with AI
  • Configure personalised AI assistants with the department's own procedures and internal knowledge
  • Apply ethical, security and data protection practice when using AI in an administrative and finance context

Format

  • In person or online
  • Adaptable duration: 4h or 8h
  • Exercises with the organization’s real documents
  • Cases adapted to each department’s processes

What Makes It Different

This is not a training about tools: it is about each team’s repetitive tasks.

You come in with the list of what you do every week and leave with half of it faster — and with clarity on what is worth automating for good.

How many hours a week disappear into repeated tasks?

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Prepare your team to apply AI to real work

Share the context of the organization, the profile of the participants and what the team needs to be able to do better.

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