Your Firm’s personal AI: Custom Copilots and GPTs That Know Your Business
August 20 @ 2:00 pm – 3:00 pm EDT
Course Description You’ve used AI for quick emails, but that’s just scratching the surface. The real win happens when you move past basic chats and start steering the tool toward specific results. That’s where it matters. By giving these tools the right context, you turn a generic bot into a specialized assistant that thinks like you do. We’ll look at how small firms are now connecting their own files to AI to get answers based on their own data. No coding required. We’ll explore your options, from the easy GPT store to private, self-hosted tools that keep your data off the public web. It’s about picking the right path for your firm’s privacy and comfort. You’ll see how new tech is opening doors to more secure, efficient workflows. Build an assistant that truly knows your business.
Major Topics
- Get better results by giving AI the right context
- Can you use tools like n8n or Zapier to bridge your apps?
- You can build an assistant that knows your firm
Who Should Attend Solo practitioners and small firm owners who want to move beyond generic AI and start using their own data safely.
Learning Objectives
- Identify the core technologies that allow AI to interact with a firm’s internal data and documents.
- Describe how integration platforms like Zapier and iPaaS tools connect AI with existing professional workflows.
- Compare the privacy and security profiles of different AI deployment models for small firms.
- Recognize opportunities to implement custom AI assistants that improve daily practice efficiency.
Credits and Field of Study: 1 Credit – Information Technology
Level: Basic
Advance Preparation: None
Note: CPE is only available for attending the live event, on-demand viewing is not eligible.
