--- title: "Course: AI for customers and administration — G&G Technologies" description: "A practical four-hour course: customer records, correspondence, invoices, deadlines and recurring admin tasks with an AI assistant." publisher: "G&G Technologies" lang: en canonical: https://ggtechnologies.sm/en/training/customers-administration/ translation: https://ggtechnologies.sm/formazione/clienti-amministrazione/index.md --- # Customers, administration and back office. *Course · Agents by function* Managing customers and recurring administrative tasks with an AI assistant, from the document to the check. - [Talk to us](mailto:info@ggtechnologies.sm?subject=Information%20request) Or write to us: [info@ggtechnologies.sm](mailto: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](https://ggtechnologies.sm/en/training/#fees). *Further reading* ### Invoices and deadlines, in practice. For invoices, projects and deadlines there are our free applications [Invoice Scope](https://ggtechnologies.sm/en/app/invoice-scope/) and [Plan Scope](https://ggtechnologies.sm/en/app/plan-scope/). Applications built by people who are not programmers are the subject of the book [*Oltre le dimissioni*](https://www.amazon.it/dp/B0CNPTQSTF) by Gian Angelo Geminiani, in Italian. *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. ## Where to go next ### [AI for contracts](https://ggtechnologies.sm/en/training/contracts-agreements/) Analysis, comparison and drafting, with responsibility resting on the signatory. ### [Training](https://ggtechnologies.sm/en/training/) Practical four-hour courses on artificial intelligence, for companies and professionals. ### [Artificial Intelligence](https://ggtechnologies.sm/en/services/artificial-intelligence/) Agents that read documents and query your systems, with the measure agreed first. ## 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. - [All courses](https://ggtechnologies.sm/en/training/) - [Email us](mailto:info@ggtechnologies.sm?subject=Course%20enrolment%3A%20AI%20for%20customers%20and%20admin)