Hands-on session that left the team with self-built GPTs for tables, sheets, and report drafting.
A developer and manager of sustainable commercial real estate across the Netherlands. The Dutch arm sits inside a larger international group, with local responsibility for asset management and tenant operations.
Problem
Run an AI-in-finance workshop for the team. The specific ask: teach people how to use AI with tables, spreadsheets, Google Sheets, and the data analysis work their day actually involved. Practical fluency, not theoretical. The team wanted to leave the room able to do things they could not do when they walked in.
How the industry typically approaches this
Role-specific hands-on training on the team's own data and workflows. The second move in the modern training playbook: custom GPTs. Instead of teaching a team to use a single general-purpose chatbot, help them build small, task-specific GPTs tuned to their own workflows, vocabulary, and policies.
Our approach
Hands-on workshop focused on the finance workflows the team actually cares about: tables, spreadsheets, Google Sheets, report drafting, data analysis on financial datasets, narrative generation from structured data. Rather than building a custom software agent for them, taught the team to build their own custom GPTs tuned to the tasks they do every week. Walked through the workflow of building a custom GPT, built a few together in the room, and showed them how to reason about when a custom GPT was the right tool. Ownership stayed with the team.
Outcome
Qualitative- •Team left with working, self-built custom GPTs
- •Practical fluency with AI in finance tasks they already do
- •Ownership of the tools stayed with the team
What the industry has achieved with similar solutions
External benchmarks from comparable deployments. Sourced and labelled as third-party evidence, not our own results.
600-person German manufacturer via Sprad
Weekly usage 9% → 58%. Confidence 2.1 → 3.9 / 5. Sprad
150-person SaaS company via Sprad
Weekly adoption 18% → 72%. Call summary time 12 → 7 min. Sprad
Global technology firm via Hyperspace
+40% completion, +25% satisfaction, -15% time-to-proficiency. Hyperspace
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