Treat AI Like Staff — A Practical Guide to Using Agentic AI Tools

Learn how to use agentic AI tools (like OpenAI Codex or Claude Cowork) the way you'd delegate to a capable staff member — with planning, clear instructions, and proper review. Based on Devon Coombs' framework for finance and accounting teams.

Modules

  1. Reframe How You Work with AI
  2. Review, Fix, and Iterate