Agentic AI Setup: Build Smarter Workflows with Claude Cowork and ChatGPT Codex
📹 Missed the livestream on Agentic AI? The recording's now available!
If you couldn't make it to this week's session on setting up agentic AI with Claude Cowork and ChatGPT Codex, the full recording is now live on our YouTube channel.
We covered:
  • What agentic AI actually means for accounting firms
  • How to set up your projects so AI has proper context
  • Why linking AI tools to folders saves hours of repetitive work
  • How knowledge files and skills make AI more consistent and useful for firm-specific work
  • Real examples of how accountants can use these tools right now
  • The mistakes that lead to chaos and unreliable AI output
If you're serious about moving beyond basic prompts and building real AI-powered systems in your firm, this one's worth watching.
👉 Watch it here: https://youtu.be/ZAcbU7vZRIk
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Sarah Cross
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Agentic AI Setup: Build Smarter Workflows with Claude Cowork and ChatGPT Codex
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