Course · Agents by function

Customers, administration and back office.

Managing customers and recurring administrative tasks with an AI assistant, from the document to the check.

Or write to us: info@ggtechnologies.sm

4
hours of training
2
two-hour sessions
5
people minimum
The course

Recurring tasks are where an assistant is most useful.

Summarising correspondence, preparing meetings, checking invoices and deadlines: tasks that come back every week, and that a well-configured assistant carries out consistently.

Who it is for. Sales, administration and secretarial offices.

Duration

4 hours, in two two-hour sessions.

Format

Online or on site, at least 5 people.

Tools

Claude Pro or ChatGPT Plus. The course runs entirely in the browser.

Fee

From €100 per person, VAT excluded; on site plus €800. Paid in advance. All fees.

The programme

Two sessions, each with a result ready for use.

First session · Customers and negotiations

A customer record built from the documentation, summaries of correspondence, meeting preparation.

  • Recurring replies to customers
  • An assistant configured on the customer base
  • Result: A collection of requests for customer management

Second session · Administration

Invoices, deadlines, expense claims and reconciliations: recurring tasks, from the document to the check.

  • Extracting data from accounting documents
  • Checks and reconciliations
  • Result: A complete procedure for a recurring task

At the end

The materials produced in the two sessions are exported to the participant's own files, which open in any program and can be used independently.

  • A collection of requests for customer management
  • A complete procedure for a recurring task
  • The course materials
How it works

From enrolment to the second session, in four steps.

01

Enrolment

Enrolment is completed by paying the fee in advance. Instructions for activating access to the tools follow.

02

First session

Two hours of explanation and guided exercises. The session ends with the first result, ready for use.

03

Application

Between the two sessions, a short application of what was learned to day-to-day work, from thirty to sixty minutes.

04

Second session

It opens by reviewing that application and continues with the second module. At the end, the materials produced are exported to the participant's own files.

FAQ

Frequently asked questions

Is the course about a specific management system?

No. The method applies to the documents any management system produces: exports, invoices, bank statements.

May I upload real invoices?

Only within the rules of the foundation course. The session uses practice documents.

How do I enrol?

By writing to info@ggtechnologies.sm with the format and the number of participants. Enrolment is completed by paying in advance; courses start with at least 5 people.

Would you like to enrol on this course?

Tell us the format and the number of participants. We reply within one working day with the available dates.