"Did we forget something?" – How AI Smashed Our Month-End and Landed Me a Global Workshop
Sometimes you just have to stop talking, take action, and prove what is possible. Tonight, I’m sitting with my laptop finishing up a PowerPoint presentation. Tomorrow, I am hosting a Global Copilot Cowork Workshop for colleagues across multiple departments and countries. Looking back, things have moved at absolute lightning speed. The Timeline - March: I started experimenting with Claude Code and joined this amazing community shortly after. - May 4th: I had a high-level meeting with our global Head of AI. He gave me the green light to use Copilot Cowork since Claude Code isn't corporate-approved yet. - Today: I'm teaching others how to do what I just did. In just a short month and a half, I’ve built several custom skills focused entirely on our hardest finance bottlenecks. And the timing couldn't have been better. The Ultimate Test: A Compressed Month-End We were recently acquired, which meant our standard 6-day month-end closing window was aggressively cut down to just 4 days. Normally, this would mean pure panic and stress. We had never missed a deadline, but we always had to fight for it. During the May closing, I put my new Copilot skills to work. The result? It went so smoothly that on day 4, my boss literally looked at me and asked: "Did we forget something?" Normally, she works grueling hours, staying up late to log back on after putting her kids to bed. Not this time. I only had to work a truly long day on Day 1. Day 2 was slightly extended, and Days 3 and 4 were completely normal, quiet, peaceful workdays. We smashed a compressed timeline with zero stress. Tomorrow's Mission: Giving Back Tomorrow, I'm stepping up to the whiteboard. I'm running a workshop to show people what this tech can actually do. We are going to build a "light" finance skill together from scratch. The core lesson is simple but powerful: How to feed raw data into an AI agent and get a perfectly formatted, HQ-compliant report out the other side. What the Future Holds