Most business owners have tried AI and walked away frustrated — not because the tool failed, but because nobody showed them how to actually set it up. This session fixes that permanently.
Whether you've never opened Claude or you use it every single day, Session 3 meets you where you are. If you're newer to Claude, you'll leave with a complete, working setup and the confidence to actually use it. If you're already a regular user, you'll close gaps you didn't know you had and unlock capabilities most people never discover.
In the first half, we get you fully configured. That means activating Claude directly inside Microsoft Excel and PowerPoint — so you can analyze data, draft presentations, and automate formatting without ever leaving the apps your team already lives in. We'll walk through the full Claude interface, help you choose the right model for the right job, and show you exactly how to plug it into the applications your business already runs on.
In the second half, we get personal. You'll set up Projects and custom Skills built specifically around your company — your brand voice, your customer language, your internal workflows. You'll load your company's actual information directly into Claude so it understands your business, not just your question.
Claude running live inside Excel and PowerPoint, ready for your next meeting
A project configured with your company's real context and information
Custom Skills that reflect your brand voice, tone, and workflows
A repeatable daily system for using Claude to accelerate your work — starting the moment you leave the room
A repeatable daily system for using Claude to accelerate your work — starting the moment you leave the room
Best For: Anyone who wants AI that actually works for their business — whether you're just getting started or you've been using Claude for months and want to finally get it set up the right way.
DESCRIPTION:
Every week there's a tool quietly changing how someone runs their
business. This is the session where we surface them: the new releases,
the underrated platforms, and the small workflows that quietly
outperform the big-name suites. Walk in curious. Walk out with three
things to try by Friday.
Most professionals chat with AI. A smaller group teaches it to
replicate their best work. This session walks you through building a
private knowledge system that captures your highest-performing
proposals, emails, and client communications, then trains AI to write
in your exact logic, pricing, and voice.
There is a meaningful gap between asking AI a question and giving AI
access to your business. This session demystifies the bridge: how
secure connections work, what it means for AI to have memory of your
data, and where the real leverage lives. Working demo included.
Join Workuity Founder Dan Kite and Jeffrey Hayzlett, Founder of the C-Suite Network and one of the nation’s foremost voices on business leadership and innovation, for a special Lunch & Learn marking the launch of the Workuity Center for AI Excellence.
This kickoff session introduces a new chapter for Workuity — combining extraordinary workspaces with practical AI education, executive-level insights, and a collaborative business community.
A first look at upcoming AI programs and workshops
Real examples of how businesses are applying AI today
An opportunity to ask questions and connect with peers
Lunch will be provided.


Whether you attend a Lunch & Learn, participate in the AI Exchange, or join a longer-term program, the Workuity Center for AI Excellence offers a practical path to understanding and applying AI in your business.
Where Phoenix professionals learn, build, and lead with AI.
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