Connect Your AI to Your Business Tools
No code. Hook Claude, ChatGPT or Copilot up to the email, files and apps you already use, safely.
A hands-on course for small-business owners and office staff. Connect the AI assistant you already use (Claude, ChatGPT or Microsoft 365 Copilot) to your email, calendar, files and business apps like QuickBooks, HubSpot, Shopify or Canva. Decide what it may see and change before you connect, run real tasks with approvals on, learn the safety habits that matter, write one-page connector rules for your team, and finish with a working Monday-morning summary. No code, no terminal, no developer accounts.
About 165 minutes.
Lessons
- Lesson 1: What connectors are and why they matter now (15 min)
- Lesson 2: Before you connect anything (20 min)
- Lesson 3: Connect your email, calendar and files (25 min)
- Lesson 4: Connect a business app and run three real tasks (25 min)
- Lesson 5: Apps inside the chat (15 min)
- Lesson 6: Stay safe: approvals, read-only, and the off switch (20 min)
- Lesson 7: Write your team's connector rules (20 min)
- Lesson 8: Capstone: your Monday morning summary (25 min)