Level up your team
Three levels of AI at work.
AI literacy starts with one habit: stop treating it like a search engine. You work with it, back and forth, the way you would with a colleague. Most teams never get past that first chat window. The climb below is what comes after it, one level at a time, on your own files.
- 1
You talk to it.
Adopt or migrate
The right plan and privacy setting, a workspace with your documents, one task done on your own files.
Most teams are here
Skill
An SOP for your AI.
Memory
It learns how you like things done.
- 2
It works for you.
Level up
Skills, routines, memory and connectors run tasks in your files while you do something else.
Routine
Work done before you arrive.
Connectors
No more copy-paste.
Claude Design
Documents that look like you.
- 3
It works for the team.
Collaborate and standardize
What one person built is shared, reviewed and logged. Auditable, traceable, repeatable.
Company bootstrap
Everyone works the same way.
Hooks
Rules that enforce themselves.
Plugin
Shared, and governed.
A typical receipt intake, at each maturity level.
- 1
You photograph a receipt and paste it in the chat. It reads the total and the taxes. You copy and paste each field into the books, one receipt at a time.
- 2
Receipts land in a folder. A routine reads each one, matches it to the card statement and books a draft entry. You approve the exceptions.
- 3
Every employee’s receipts go through the same skill. Every entry is logged with its receipt attached. The accountant reads a report, not a shoebox.
Déclic
A half day on your files. One task the team does every week, shown, done, then done alone. How far up the climb you go is set on the framing call. Jean-Philippe Durand leads every session, in French or English.
From $2,500
Pick your tool
ChatGPT
The three levels, on ChatGPT
Claude
The three levels, on Claude
Microsoft Copilot
Where many teams start. Levels 1 and 2, inside Microsoft 365
Databricks Genie
Ask your data in plain English, check the answer
Every Déclic includes: scoped on a framing call · built on your real examples · a skill and a routine stay in your workspace
Book the workshopIn their words
« I used to have a desk buried in paper. Now every task starts and ends in the same place: our SharePoint portal. It changed the way I work. And when we work with Claude, all the context it needs is already there. »
Made possible by: Company bootstrap
« JP gave us agility. We update our site ourselves and test a promo or a new idea the same day. No developer, no waiting: we’re independent. »
Made possible by: Claude Design
Start at level one. We climb from there, at your pace.
Book a free discovery call