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How-to guides

Step-by-step guides to building and setting up the work, with the reason and the safeguard at each step. Anyone can follow them, with AI.

• Invoices that only exist behind a login, fetched on a schedule

  A design that signs in to a supplier portal on a schedule, downloads the invoice and leaves a draft in the accounting system for a person to book.

• How the accounting agent is built, step by step

  The technical walk-through of the accounting-agent case: the sources, the nightly run, the warehouse layers, the two MCP connections and who can do what.

• How do you ground an AI agent in your company's own data?

  Grounding an AI agent takes a data foundation, a company dictionary, lookups in your own sources and a source on every answer. How to set it up and test it.

• Set up Copilot or Claude Team without an IT department

  Copilot and Claude Team see what each person can already see. Who should own the setup, which settings matter, and what to clean up before anyone uses it.

• What is an MCP server, and how is it used with Claude Team?

  An MCP server gives Claude a defined way into your own systems. How an owner adds it to Claude Team, what employees can ask, and how access stays controlled.

• How to build an AI literacy training programme with AI

  Map who uses which AI tool, decide what each group needs to know, let an AI assistant draft the material from your own rules, then train and keep a record.