Some of the most worthwhile conversations I've had with ChatGPT (and sometimes Claude) aren't planned. The first question I ask isn't a straight line to the last answer. It's like having a human conversation over coffee. One thought leads to another and before long you've covered a lot of ground. What I was struggling with is what to do with the ideas that bubbled up during the chat. There were things I wanted to come back to at some point but rereading long conversations wasn't practical. So, I created an instruction doc that does the work for me. It isn't a summary of the conversation. It goes deeper. It extracts opportunities, insights, topics, newsletter ideas, and more. Each of these has to connect with other work I'm doing and have a life of at least 6 months. I save this as a working doc in my local Discovery Library. Once a week I add these to a Project and ask AI to give me a fresh review with specific instruction criteria. This discovery process has given me a place for my thoughts to land until it's time to do something with them.

I have become quite fed up with QBOA. Wish the old Desktop were still around. That being said, anyone else been been frustrated? Any other accounting software you recommend? The AI built into QBOA is making more problems with incorrect COA entries.

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AI that just answers questions is old news. The interesting part is when it can actually act inside your projects ... read files, edit them, run tasks, follow instructions across several steps without you typing each one. That's agentic AI, and it's what I'm covering live today at 4pm UK, using Claude Cowork and ChatGPT Codex. In the session I'll cover: - What agentic AI actually means, and why it changes how firms use AI - How to set up a project properly, so the AI has real context to work with - Why knowledge files are the difference between a clever chatbot and a colleague who already knows how you work - The guardrails that keep this reliable instead of turning into chaos I've been living inside both tools for weeks now, and the setup step is where almost everyone gets it wrong. Full details and the join link are in the Calendar tab 👆 Which one have you already got installed ... Claude or ChatGPT? Tell me below 👇

I've been sitting on this for months, and today it's finally live. The AI Academy is going to Portugal. Two days that could change how you use AI in your firm ... in a small group of no more than 25 AI Academy members ... on the coast of Portugal in March 2027. Here's what's happening: - Wednesday 3 March: Welcome wine tasting evening - Thursday 4 and Friday 5 March: Two full days of intensive AI working sessions at the Vila Galé Hotel in Ericeira - Pre-dinner drinks with the group on both evenings We'll work through your real AI challenges together. Prompt engineering ... automations ... how AI agents actually fit into a firm ... whatever you're stuck on right now. This isn't a slide-fest. It's roll-up-your-sleeves work with peers who get it. For the next few days only, you can grab your place at the flash sale price of $395. But ONLY IF YOU ARE AN AI ACADEMY MEMBER. There is currently a free 7-day trial here, https://www.skool.com/theaiacademy/about That price is only live until 8am UK time on Friday. After that, it jumps to $495, and it keeps stepping up from there ... full standard price is $1,600. You'll find the brochure below 👇 I'd love to see you there. What's the one AI challenge you'd love to work through if you were sitting in that room with us? Drop it below 👇