Financial professionals
Advisors, accountants, bookkeepers, insurance and tax offices that handle scheduling, client correspondence and repeat paperwork every week.
AI office productivity talk
Your Smarter Office: 10 Practical Ways to Put AI to Work in Your Business
Less busywork. Smoother operations. More time for clients.
Your Smarter Office is a 20-minute AI office productivity talk that shows financial professionals, small service businesses and associations ten practical ways to hand routine office work to AI, with clear rules for safe use. Led by Augusta Uwah, MD, MPH.
Who it is for
Small service businesses
Owners and office staff in professional, home and personal service businesses where phones, calendars and handoffs eat the day.
Associations
Chambers, trade groups and professional associations looking for a practical, member-friendly session for a meeting, lunch or conference agenda.
10 practical ways to put AI to work
The talk covers presentations, training, staff onboarding, office workflows and safe use, plus the everyday front-office work that fills a week.
Scheduling
Draft availability replies, propose meeting times and prepare reminder messages for a person to approve.
Front desk and phones
Plan how an AI receptionist could answer common questions and capture messages, and which calls must always reach a person.
Standard operating procedures
Turn rough notes or a spoken explanation into a clear, step-by-step SOP draft your team can review and adopt.
Presentations
Outline client, board or member presentations and turn your notes into a first set of slides.
Staff training
Create quick-reference guides, practice scenarios and short knowledge checks from material you already have.
Staff onboarding
Build first-week checklists and welcome packets from your existing policies and procedures.
Client correspondence
Draft routine emails and letters in your office's tone, then review every message before it is sent.
Meeting notes and follow-ups
Summarize notes into decisions, owners and next steps, without placing confidential details in unapproved tools.
Office workflows
Map a recurring process, spot repetitive handoffs and draft templates that make the next round faster.
Safe use
Agree what client information never goes into an AI tool, how output is checked and who stays accountable for the final work.
What you will see in 20 minutes
Three short demonstrations keep the talk concrete. Each one ends with the question of where a person stays in charge.
1 minute · Demonstration scenario
Scheduling assistant
A fictional client asks to move an appointment. We walk through how an AI scheduling assistant could propose new times, draft the reply and set a reminder, and where a person approves the change.
1 minute · Demonstration scenario
AI voice receptionist
A fictional after-hours caller asks about office hours and leaves a message. We walk through how an AI voice receptionist could answer common questions, capture caller details and route the message to the right person.
2 minutes · Live prompt, fictional example
Standard operating procedure (SOP) in two minutes
We write one prompt together that turns rough notes about a fictional office process into a step-by-step SOP draft, then review it for gaps before anyone would use it.
Scheduling and receptionist demonstrations are walk-through scenarios with fictional details. No scheduling, phone or office system is connected during the talk.
What attendees leave with
- A short list of office tasks worth trying with AI first, and the ones to leave alone.
- A clear picture of how a scheduling assistant and an AI receptionist could fit your office, before you buy anything.
- A reusable prompt for drafting SOPs from your own notes.
- Plain rules for what may and may not go into an AI tool, and who reviews the output.
Office AI readiness checklist
Work through this before the talk or workshop so the session starts with your real tasks, your safety rules and your team's training needs.
Tasks to hand to AI
- List three repetitive tasks that take the most staff time each week
- Note which tasks involve writing, summarizing, scheduling or answering routine questions
- Mark who does each task today and how the finished work is checked
- Pick one task you would most like to try first in the workshop
Safety and privacy
- Confirm which AI tools your organization has approved, if any
- Identify information that must never be entered into AI tools, such as client, account or personal data
- Review the federal and state data privacy laws and regulations that apply to your business
- Decide who reviews AI drafts before they reach a client, member or calendar
- Check whether you have a written AI use policy, even a short one
Staff training needs
- Note who on the team already uses AI tools and who has not tried them
- List the main questions or concerns staff have raised about AI
- Identify which roles would benefit most from hands-on practice
- Choose who will help keep new AI habits going after the session
AI Literacy Lab · Your Smarter Office. Educational planning aid, not legal or compliance advice.
Start with the talk. Go further if it fits.
The talk stands on its own. The hands-on workshop and consulting are separate options you can ask about afterward.
Discover
Your Smarter Office talk
20 minutes
A focused talk with three short demonstrations. Attendees see what AI can take off the office plate and what should stay with people.
Request the talkApply
Hands-on Apply workshop
60 to 90 minutes, optional, paid
A separate hands-on workshop where your team practices on its own office tasks and leaves with working prompts and agreed rules for safe use. Fees are shared when you inquire.
Ask about the workshopBuild
Custom consulting
By inquiry
For teams that want help beyond a session. Share what you have in mind and scope is discussed on a call before anything is agreed.
Inquire about consultingPublic dates
Checking for open dates…
Safe use comes first
AI drafts can sound confident and still be wrong. Every example in the talk ends with a person checking the output before it reaches a client, a member or a calendar.
Never enter confidential client information, account details or personal data into AI tools your organization has not approved. Sessions use fictional examples. They are education and workflow training, not legal, financial or compliance advice, and participants should follow their organization's policies and regulatory obligations.
Why physician-led: meet Augusta
Augusta Uwah, MD, MPH is a board-certified internist and Physician Advisor, a practicing hospital medicine physician in Indianapolis, and a CPPD-accredited AI consultant. She is Founder & CEO of Clinefficiency Pro LLC, a physician-led healthcare AI company based in Carmel, Indiana.
Certified in Physical AI, Agentic AI, and AI Evaluation in Healthcare, Harvard Data Science Initiative. Augusta is a 2026 Women To Watch Honoree, Black Leaders Worldwide. Her clinical perspective keeps the discussion focused on real work, responsible use and the judgment people bring to every task.
Frequently asked questions
What is Your Smarter Office?
It is a 20-minute Discover talk that shows ten practical ways to put AI to work on office tasks such as scheduling, phones, SOPs, presentations, training, onboarding and workflows, with clear rules for safe use.
Who is the talk for?
Financial professionals, small service businesses and associations. No technical background or prior AI experience is needed.
Are the scheduling and receptionist demonstrations live systems?
No. They are demonstration scenarios that use fictional details. No scheduling, phone or office system is connected during the talk. The SOP segment is a live prompt using a fictional office process.
What is the Apply workshop?
It is a separate, optional, paid 60 to 90 minute hands-on workshop where your team practices on its own office tasks. Fees are shared when you inquire.
Can you help us set AI up in our office?
Custom consulting is available by inquiry. Share what you have in mind through the request form or a 20-minute call, and scope is discussed before anything is agreed.
Is client financial information safe to use?
Never enter confidential client information into AI tools your organization has not approved. Sessions use fictional examples and are education, not legal, financial or compliance advice. Follow your firm's policies and regulatory obligations.
Can an association book the talk for a member meeting?
Yes. Associations can request the talk for a member meeting, lunch or conference session through the request form.
Is the talk offered in person or virtually?
Both. Sessions are delivered in person across Indiana and virtually nationwide.
Bring the talk to your office or members
Tell Augusta about your group and preferred format. She will be in touch within 2 business days.