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AI Workshop for Business Teams

Hands-On Generative AI Workshop, Customized for Your Tools and Workflows

AI adoption isn't a question of if — it's when. Intellezy's AI workshop gives your team a live, hands-on, instructor-led experience, built around the specific AI tools, workflows, and goals that matter most to your organization, so they leave ready to apply what they've learned from day one.

1%

Of organizations have achieved AI maturity, despite 88% already using AI in at least one business function.

McKinsey
40%

More productivity is within reach, but only 12% of employees are receiving sufficient AI training needed to capture it.

Gallup
76%

AI adoption when employers provide structured AI training, compared to just 25% without it.

EdAssist
Leadership

Why a Structured AI Workshop Delivers Results Generic AI Training Can't

For teams that need to move fast, a live instructor-led workshop brings your people together, works through real scenarios in your specific tools and workflows, and creates shared language and confidence across the whole team. The result is immediate, visible behavior change, not gradual individual progress.

What’s Included in Intellezy’s AI Workshop

Every Intellezy AI workshop is built around your organization: your tools, your team, and your goals. Here's what the standard engagement includes.

A 3-Hour, Instructor-Led Generative AI Workshop

A focused, hands-on session delivered live, in-person or virtually, for up to 30 participants. Duration and format are confirmed during scoping to ensure the right fit for your team.

Customized Workshop Content for Your Team's Tools and Workflows

No generic AI content. Every workshop is built around the specific AI tools your organization uses, whether Claude, Microsoft Copilot, ChatGPT, Google Gemini, Perplexity, or others, and the workflows where your team needs to build confidence most.

Prompt Engineering, AI Tools, Responsible AI, and Practical Implementation

Every workshop covers AI fundamentals, prompt engineering, responsible AI use, and practical AI implementation, structured around your team's day-to-day roles and use cases.

Optional Pre-Work and Post-Session AI Training Support

Depending on your goals, workshops can include pre-session preparation materials and post-workshop reinforcement to drive lasting behavior change. Scope is defined during your complimentary scoping call.

AI Workshop Programs for Large Teams and Enterprise Organizations

For organizations with larger teams or more complex training needs, the workshop can be expanded into a multi-session program. We'll help you design the right approach during the scoping conversation.

Example AI Workshop Sessions We Tailor to Your Team

Intellezy's AI workshop can cover AI fundamentals, prompt writing, and hands-on training on the AI tools your team already uses, with every session shaped to your organization instead of pulled from a fixed menu.

A practical grounding in how AI and generative AI work, where today's tools fit, and how to use them responsibly.

Outline:

AI Essentials: What It Is, What It Isn't, and What's Coming

  • What is AI? A brief, accessible history and where we are today
  • Types of AI: discriminative, generative, and agentic
  • How LLMs work and why prompt quality matters
  • AI hallucinations - what causes them and how to guard against them
  • Ethics, accountability, and responsible use
  • The evolving global regulatory landscape
  • Benefits and ROI of AI in the workplace

Fundamentals of Prompting

  • What prompt engineering is and why it matters
  • How effective prompting "trains" your AI interaction
  • Prompt structure: objective, context, inputs, output specifications, and quality check.
  • Assigning roles to guide AI behavior
  • Formatting tips for controlling output quality
  • Hands-on practice: writing, testing, and refining prompts for real business scenarios

The core prompting skill, taught with a repeatable framework for getting accurate, useful output every time.

Outline:

Introduction

Foundations of Prompt Writing

  • Strengths and limitations of generative AI
  • Defining Prompting
  • Adding source material
  • Uploading files

Building Effective Prompts

  • The CAST Framework
  • Managing Context Memory
  • Prompt Iteration

Review and Validating AI Outputs

  • How to critically review an AI's output
  • Defining successful outputs with examples
  • Meta prompting: using AI to improve your own prompts

Managing AI Usage & Token Optimization

  • What are Tokens?
  • How AI tools calculate costs
  • What prompting actions cost the most tokens
  • How Model Switching optimizes your usage
  • How to decide what model to use for your prompts

Data Protection and Privacy

  • Best practices with prompting
  • How to protect your data
  • Utilizing temporary and incognito chats

Hands-on Microsoft Copilot across Microsoft 365, from Word and Outlook to Teams, Excel, and PowerPoint.

Outline:

Your First Steps with Copilot

  • What Copilot Is
  • Copilot Chat vs. Microsoft 365 Copilot
  • Accessing Copilot
  • Navigating the Main Interface
  • Starting a New Chat

Using the Copilot Chat Experience

  • Starting a Conversation
  • Using Work and Web Modes Where Available
  • Attaching or Referencing Files
  • Reviewing Citations and Sources
  • Copying Copilot Responses
  • Regenerating Responses
  • Continuing a Conversation
  • Using Copilot Pages

Managing Chats and Outputs

  • Finding Previous Chats
  • Renaming Chats
  • Deleting Chats
  • Pinning or Reusing Chats Where Available
  • Sharing or Reusing Copilot Results
  • Knowing When to Create a New Chat

Voice, Dictation, and Accessibility Features

  • Using Voice Input
  • Dictating Instructions
  • Reviewing Spoken Prompts
  • Using Read Aloud Where Available
  • Editing Voice-Generated Text

Working with Files and Source Material

  • Uploading Files
  • Referencing OneDrive or SharePoint Files
  • Summarizing Documents
  • Understanding File Limitations

Working with Images and Visual Content

  • Adding Images
  • Describing Image Content
  • Extracting Information from Images
  • Generating Image Ideas

Copilot in M365 Applications

  • Opening Copilot in Word
  • Opening Copilot in Outlook
  • Opening Copilot in PowerPoint
  • Opening Copilot in Excel
  • Using Copilot in Meetings

Settings & Data Protection

  • Reviewing Copilot Settings
  • Understanding Work Data Access
  • Understanding Permissions

Using Gemini as a workplace assistant across Google Workspace, including Docs, Gmail, Slides, and Sheets.

Outline:

Your First Steps with Gemini

  • What Gemini Is and Where It Fits in the Google Ecosystem
  • Access Gemini and Navigate the Main Interface
  • Start a Conversation and Understand Gemini's Default Behavior

Prompting in Gemini

  • Write a Clear Prompt with a Task, Context, and Format
  • Improve Gemini's Response with Follow-Up Prompts
  • How to switch models in a prompt

Managing Chats

  • Searching for Chats
  • Managing Chat History
  • Renaming Chats
  • Pinning and Archiving Chats

Voice & Dictation

  • Using text-to-speech prompting
  • Setting up Voice Mode
  • Prompting with Voice Mode

Images, Audio, Video, and Multimodal Inputs

  • Understand When to Use Gemini Beyond Text
  • Use Gemini to Generate, Describe, or Improve Visual Content
  • Enable Dictation or Voice for Prompting

Apply Gemini Across Google Workspace

  • Use Gemini to Support Writing and Editing in Google Docs
  • Use Gemini to Support Email and Communication in Gmail
  • Use Gemini to Support Presentations, Data, and Collaboration Across Slides, Sheets, and Drive

Settings & Data Protection

  • Check Gemini's Responses for Accuracy, Bias, and Missing Context
  • Best Practices for Protecting Sensitive, Private, and Company Information
  • Review of Gemini Settings

Working confidently in Claude, including standout features like Artifacts and Projects.

Outline:

Why Claude?

  • Introduction to Claude AI
  • Recognizing Claude's strengths and limitations
  • Navigate the Claude Interface and Locate Core Features

Effective Prompt Writing

  • Improve your output with better prompt writing
  • Explaining Claude's context memory
  • Incognito Chat
  • Model Switching and Usage Optimization

Managing Chats

  • Searching for Chats
  • Managing Chat History
  • Renaming Chats
  • Pinning and Archiving Chats

Voice & Dictation

  • Using text-to-speech prompting
  • Setting up Voice Mode
  • Prompting with Voice Mode

Claude Artifacts

  • Recognize When Claude Opens an Artifact and Why That Matters
  • Create and Revise a Document or Draft as an Artifact
  • Managing your Artifact history

Project Folders

  • What are Projects in Claude?
  • Create a Project and Add Reference Files or Instructions
  • Prompting within a project folder
  • Responsible Use
  • How Claude protects data
  • Meta prompting and Iteration

Navigating ChatGPT for daily work, from managing chats and switching models to files, images, and settings.

Outline:

Understanding AI Basics

  • Defining ChatGPT and Artificial intelligence
  • Understanding key terms
  • How ChatGPT responds to prompts

Prompting with ChatGPT

  • Starting a chat
  • Using response action
  • Switching models
  • Extracting content for iterating
  • Attaching files to prompts
  • Prompting with voice chat
  • Creating an image

Using the Context Options

  • Applying company knowledge
  • Applying deep research
  • Applying web search

Managing Chats

  • Managing chats in the sidebar
  • Archiving chats
  • Searching chats

Working with ChatGPT History

  • What is memory
  • Using temporary chat
  • Adding items to memory
  • Managing memory settings

Customizing ChatGPT

  • Adjusting general settings
  • Using personalization settings
  • Adjusting data controls

Building repeatable workflows with Projects, Canvas, branching, and custom GPTs for more complex work.

Outline:

Branching Chats

  • What is branching
  • Applying branching

Working with Projects

  • What is a project
  • Starting a project
  • Adding content to a project
  • Moving a chat to a project
  • Managing a project

Using Canvas

  • What is Canvas
  • Prompting in canvas
  • Editing in canvas
  • Using version control
  • Sharing content in canvas

Learning with ChatGPT

  • What is Study and Learn
  • Using the Study and Learn option
  • Using the Quizzes option

Working with Custom GPTs

  • What is a Custom GPT
  • Exploring and using existing GPTs
  • Creating a GPT
  • Editing a GPT
  • Publishing your GPT
  • Understanding governance

Who Should Attend Intellezy’s AI Workshop

Intellezy's AI workshop is built for business teams that are ready to turn AI adoption into a competitive advantage.

L&D and HR Leaders Driving AI Adoption Across the Organization

Responsible for equipping the workforce with AI skills at scale, L&D and HR leaders use the workshop to create a shared foundation of AI literacy across teams, fast.

IT and Technology Leaders Managing a Microsoft Copilot or AI Rollout

When a deployment date is set, the workshop trains your user base together in a single session before go-live, so adoption starts on day one instead of after the support tickets pile up.

C-Suite and Senior Leaders Evaluating AI Readiness

Executives who need their leadership team aligned on AI strategy, risks, and opportunities before committing to a broader rollout.

Onboarding

Department and Functional Team Leaders

Operations, marketing, finance, and sales leaders who want a single focused session that gets their whole team prompting in the tools they use, with use cases drawn from that team's actual workflows.

Schedule Your Scoping Call →

Why Organizations Choose Intellezy’s AI Workshop

What Organizations Say About Intellezy's AI Workshop

The Intellezy AI workshop was a great experience for our team. The training was informative, easy to follow, and tailored to our industry, making the content both relevant and practical. It was a well-structured and engaging introduction to AI and its real-world workplace applications and provided our team with a solid understanding of how AI can responsibly complement their work and improve efficiency.

Albert Santiago
Vice President, Related Management Company

Award-Winning Learning Solutions

Your Team's AI Workshop Starts With a Single Conversation

Tell us about your team and your goals, and let's figure out the right approach together. Every conversation starts with a complimentary scoping call.

Frequently Asked Questions

A generative AI workshop for business is a structured, instructor-led training session that teaches employees how to use AI tools effectively in their day-to-day work. Unlike self-paced courses, a live workshop brings teams together to practice real prompts, explore real tools, and build shared AI fluency, customized to the organization's specific goals.

Intellezy's AI workshop is a live, instructor-led experience built specifically for your organization, not a pre-recorded course your employees watch alone. Every session is customized to your team's tools, roles, and workflows, and facilitated by Intellezy's in-house team. The result is shared, applied AI capability across your workforce, not individual course completions.

Each workshop is built around the tools your team will actually use in the session, whether that's Microsoft Copilot, Google Gemini, ChatGPT, Claude, or Perplexity. Participants practice live prompts inside those tools during the three hours, so coverage is confirmed during scoping and kept focused enough for hands-on depth.

Yes. Every Intellezy AI workshop is custom-built for the organization it serves. During the scoping conversation, Intellezy's team works to understand your industry, your team's roles, and the specific workflows where AI will have the most impact. No two workshops are identical.

Yes. Intellezy's AI workshop is available both virtually and in-person, for groups of up to 30 participants. Delivery format and location preferences are confirmed during the scoping conversation to ensure the right setup for your team and organization

The first step is a scoping conversation with Intellezy's team, at no cost and no commitment. We\ll learn about your organization, your AI tools, and your goals, then recommend the right workshop approach. Fill out the form above to schedule your call.