In this practical, no-fluff session, Dr. Grace Yum walks you through how she uses Claude AI to run her business day-to-day — from drafting memos and analyzing P&Ls to building decks and managing her calendar. You’ll learn the difference between Claude and other AI tools, the exact setup that turns Claude from a chatbot into your executive assistant, and the workflows you can put to work in your own practice this week. Whether you’re brand new to AI or already dabbling in ChatGPT, you’ll leave with a clear first-week action plan and the confidence to actually use it.
By the end of this session, attendees will be able to:
1. Distinguish Claude from other AI tools (ChatGPT, Perplexity, Gemini, NotebookLM) and identify which workflows Claude is best suited for as a CEO and practice owner.
2. Set up Claude correctly from day one — including selecting the right plan, configuring privacy and memory settings, choosing a model, and organizing work into projects with the right connectors.
3. Apply Claude to at least one real business workflow (SOPs, financial review, daily briefings, or deck creation) using specific, intentional prompts that produce useful output the first time.
