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    OC AI SchoolOrange County, CA
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    Onsite team workshop

    Multiday AI Workshop for Small & Midsize Businesses

    Explore complex, multi-step and cross-functional priorities through guided AI practice planned around your team's work and tools.

    Multiday AI Workshop for Small & Midsize Businesses

    Duration

    12+ hours

    Format

    At your workplace

    Schedule

    Planned with your team

    Who this is for

    Built for small and midsize business teams

    Bring the people who do the work—from sales, marketing, events, research, finance, operations, and other functions. The plan connects shared needs with the tasks each team wants to improve.

    Small and midsize business owners and team leaders
    Cross-functional teams working on complex or connected processes
    Organizations ready to explore AI with approved tools and data

    Class focus

    Topics Covered

    Design a customer-onboarding agent that validates intake, gathers details from approved documents and CRM records, routes work to the right people, flags missing information, and proposes approved project updates; test normal and exception cases.
    Create and refine reusable agent skills for different workflow steps, specifying role, instructions, approved knowledge and tools, escalation rules, and output format; test them with varied cases.
    Prototype an MCP/API connection in a safe environment across approved CRM, email, calendar, or project tools, mapping data flow, read/write permissions, and required approval points.
    Run a selected workflow through newer research, document/knowledge, analytics, automation, or multimodal AI tools and compare result quality, source traceability, data requirements, and cost.
    Map multistep workflows, handoffs, and recurring tasks across teams
    Explore AI-assisted research and information synthesis with source checks
    Draft and refine communications, proposals, procedures, and marketing content
    Analyze spreadsheets and business information with appropriate human review
    Design and test multi-step AI assistant or agent workflows, with human checkpoints between steps.
    Assess tool access, privacy, security, governance, and employee adoption for each selected workflow.
    Choose next steps, a pilot measure such as time or answer quality, and a plan for the affected team to try the workflow.
    Prototype an internal knowledge assistant that answers from approved company documents, and verify its sources before using answers.

    Included

    What's Included

    A discovery conversation to map connected priorities, process steps, teams, tools, and data rules
    A multiday agenda shaped around your team's priorities and scope
    Facilitated hands-on practice with realistic business workflows
    Cross-functional examples for work that spans teams
    Practical guidance on checking AI outputs and protecting sensitive information
    A review of the workshop exercises and possible next steps

    A discovery-led format

    More time for complex team priorities

    Discovery identifies the work, people, and constraints that matter to your business. Together, we shape practical exercises for the onsite days; no standard agenda or business result is assumed.

    01

    Explore connected work

    Discuss the process, team roles, and questions to prioritize.

    02

    Practice with guidance

    Use hands-on exercises aligned with approved tools and data policies.

    03

    Review next steps

    Reflect on the work explored and decide what, if anything, to pursue next.

    Workshop questions, answered

    Multiday AI Workshop for Small & Midsize Businesses: frequently asked questions

    When is a multiday onsite AI workshop a good fit?

    It can suit a small or midsize business with complex, multi-step, or cross-functional priorities that need more time for guided practice than a single-day format allows. A discovery conversation helps determine whether the scope fits.

    How is the multiday workshop planned?

    The workshop is shaped with your team after discovery. You can discuss the work involved, teams, approved tools, data policies, location, and preferred timing; the agenda and split across days are not fixed in advance.

    What does the team do across multiple days?

    The format provides room for practical, guided exercises around priorities selected with your team. The specific activities and scope depend on discovery rather than a standard agenda or guaranteed business result.

    Can people from different departments participate?

    Yes. The discovery conversation can identify which people and functions should take part, including teams whose work connects across a multi-step process. The participant mix is planned around your priorities.

    Can the workshop use our AI tools and company data?

    Tool access and data use depend on your organization's policies and approved tools. Discuss those constraints during discovery so exercises can use appropriate sample, public, or approved information.

    Where does the multiday workshop take place?

    It is designed for onsite delivery at your workplace. Include your location and preferred timing in the inquiry so those details can be discussed before a plan is finalized.

    How do we start planning a multiday workshop?

    Send an inquiry with your team's priorities, the work you want to explore, your location, and preferred timing. A discovery conversation can clarify scope and next steps; an inquiry is not a confirmed booking or payment.