Kate Marshall

Fractional CAIO, Speaker, Educator, background in Cybersecurity Training. 

AI Agent Access Worksheet | Decide Access Before You Build

Read-only, memory, and write. What each one means, with a real inbox, calendar, and follow-up example.

Know the three access levels every AI workflow needs

Use the Agent Access Worksheet on your real work. Leave with a written access decision for three to five workflows.

Score your own workflows in 15 minutes

See the line between drafting and sending, why most systems start read-only, and five red flags to watch for.

Spot when a build asks for more access than it needs

This is not a theory session. You will design and prototype real AI-native workflows for investments.    

Digital Business Builder & PE DD Expert

McKinsey & Company

INSEAD

Awa Moamar

Digital Business Builder, Private Markets Strategist & AI Founder

AI/ML Leader, Tech Entrepreneur

Audi

Dassault Systèmes

Fraunhofer-Gesellschaft

University of Cambridge

Muzahid Hussain

Enterprise AI/ML Leader, Serial Entrepreneur & AI Expert

Angel Investor, AI Consultant

Dream VC

Inception AI

Alkan CIT

AbdelRahman Elbadawy

Angel Investor, AI Ecosystem Builder, Emerging Markets Expert

Cohort 1

Build your fund's Investment OS in a single 4-hour live session. Sun Sep 27, 9am–1pm PT

Cohort 2

You arrive with an empty folder. Four hours later you have a screening agent that knows your thesis, a command that drafts cited IC memos in under a minute, and a package your partners can install with one line. Not slides about it. It, on your laptop. Most investors use AI as a faster intern. It summarises. It drafts. Then the tab closes and everything it learned about your last hundred deals evaporates. A system is different: it remembers, it runs without being asked, it reaches into your stack, and it shows its work. That is the gap this workshop closes, in one sitting.<ul><li>AI-first funds screen and evaluate 3–5x more deals</li><li>Associates who structure AI workflows, spend time on judgment, not formatting</li></ul>The Before/After transformation you can expect<ul><li>Before: You spend 20+ hours/week manually triaging emails, parsing data rooms, and drafting memos that miss critical signals</li><li>After : You run one command that extracts data, simulates an IC-style debate, and drafts your first memo while you focus on final judgment</li></ul>

Build your fund's Investment OS in a single 4-hour live session.

Design Your Own AI-Powered Investment Workflow

Eliminate Manual Data Handling

Build Production-Ready AI Systems (No Coding Required)

Turn Investment Judgment into Structured Logic

Understand the Foundations of AI Governance

The course is designed so you can build real AI-powered investment workflows using simple commands.

No Technical Background Required

The course is most valuable if you have some exposure to investing, startups, or financial analysis. 

Familiarity with Investment Workflows

The only real requirement is curiosity and a willingness to learn. You’ll get the most out of the course if you’re open to experimenting

Curiosity About AI and a Willingness to Experiment

You’re an investment lead drowning in data rooms with dozens of decks and need to scale evaluations without missing the next outlier.

You’re an MBA candidate who wants to stand out in AI-native investment roles by designing AI-powered workflows, not just prompting ChatGPT

You’re a CFO or operations lead replacing manual trackers and reactive reporting with a proactive system that monitors portfolio health

Bring one real workflow and leave with clearer roles for AI and people to test 

Human-AI Work & Systems Advisor

Joyce Ventures

University of Wisconsin-Madison

Center on PBIS

Joyce White Nelson 

Systems-Change Advisor | Human Judgment & AI-Assisted Work | Founder, iQuoteHero

Founding Live Workflow Lab — September 2026

AI can help you move faster and sound 'good'. But if the workflow is unclear, speed and false positives can also create rework, weak review, lost context, generic output, or confusion about who owns the result.In this working Lab, you will bring one real AI-assisted workflow, decision, client deliverable, communication, or recurring task. You will map how the work currently happens, identify what AI should assist with, decide what needs human judgment and verification, and redesign with clearer roles for you, AI, and anyone else involved.Send me your workflow, decision, or use case ahead of time. That helps me shape examples and guidance around real situations.You will leave with:<ul><li>A completed Human + AI Workflow Map.</li><li>Clear decisions about what to delegate, retain, verify, or change.</li><li>Defined accountability and judgment points.</li><li>One practical experiment to test in your work.</li><li>A reusable method for evaluating future AI-assisted workflows.</li></ul>After the workshop, I will follow up by email or brief review call to help you examine what happened when you tested the workflow. We will look at what improved, what created friction, and what to keep, revise, or stop.

Redesign one real AI-assisted workflow so the Human/AI roles are defined and make  human judgment, accountability, or expertise visible.

 Map one workflow as it works today

Decide where AI belongs

. Protect human judgment and accountability

 Identify the most important risk or rework point

 Design one improved workflow experiment

Workflow to measure the outcome 

Experienced entrepreneurs and founders Already using AI and want clearer judgment, better workflows, and less hidden rework.

Consultants, coaches, and advisors Use AI in client work but want to protect quality, credibility, voice, and professional responsibility.

Leaders, educators, and team facilitators Need ways to decide where AI helps, where humans stay accountable, and people keep learning.

Defend a real decision on camera with AI removed, scored twice, and learn the practice that keeps your judgment sharp.

Exec Coach to Google, PayPal, the NFL

Google

Amazon

PayPal

U.S. Army

Joshua Miller

Master Certified Exec Coach to Google, PayPal, Amazon | LinkedIn Top Voice

Your output has never been faster. And somewhere in the last year, you noticed you could not fully explain a decision you had just made. Not the outcome. The reasoning underneath it.Most leaders respond by promising to read the output more carefully. That does not work, because you cannot detect this in yourself. People rate their own understanding highly right up until someone asks them to explain it out loud.That is Cognitive Atrophy. You did not lose intelligence. You stopped using the one capability your role rests on.AI can analyze, model, and recommend. It cannot sign its name. When the call goes wrong, nobody asks the model. They ask you. And the problem is not that your calls are wrong. It is that you have lost the ability to tell.Leaders who cannot explain their reasoning stop being handed the decisions that matter. Nobody says why. It just stops.In four weeks, you defend a real decision on camera with AI removed, scored in week one before any instruction and again in week four. You leave with proof, not notes.Every other course on decision-making is assessed using the tool. This one is assessed with it gone.

Every other course teaches deciding with AI. This proves you can without it.

Answer the follow-up you never prepared for because AI answered it first

Form your own position before the tool has framed it for you

Interrogate AI output that is persuasive and confidently wrong

Catch your own erosion while it is still reversible

Name the assumption your decision rests on, without notes

Defend a real decision with the tool removed, scored twice

Senior Executives and VPs<blockquote>The board will ask how you got there. "The analysis supported it" is not an answer anyone accepts twice. </blockquote><h3></h3>

Directors and Senior Managers<blockquote>AI made everyone's output look the same. Judgement is the only thing left that gets you promoted. </blockquote>

Founders and CXOs<blockquote>No one will ever ask you to explain a call. You find out you were wrong when the company does. </blockquote>

Stop using AI like Google. Build an assistant that actually knows you.

AI Strategist & Digital Workforce Lead

Roisin Bennett

Roisin Bennett is an AI Engineer, AI Strategist, and Chief AI Officer for SMEs.

AI Solutions Architect & Copilot Expert

Anish M.

You're the CEO, the COO, the marketing lead and half the sales team. Your calendar is full, your inbox is louder, and the strategic work that actually grows the business keeps slipping to "next week."Most owners reach for AI and end up using it like Google - type a question, get an answer, close the tab. Useful, but it never adds up to real capacity. The owners pulling ahead this year aren't using AI more often. They've set it up properly so it works for them in the background, every single day.In three hours, with Roisin Bennett and Anish M walking you through every step, you'll build a personal AI Chief of Staff that knows your role, your priorities, your voice and your people. It reads your calendar and email each morning and writes you a short, personalised brief, what's on today, what genuinely needs a reply, where to focus. Each evening it quietly captures your meetings and gets sharper overnight.No coding. No jargon. You leave with a working assistant delivering its first brief to you tomorrow morning and a system that compounds in value every week you use it!

Go from AI curiosity to a working AI Chief of Staff that reads your day, surfaces what matters, and helps you run your business with focus.

Build a personal context layer so AI outputs sound like you

Set up a daily Morning Brief that prepares you before the day starts

Switch on an End‑of‑Day routine that makes your assistant smarter overnight

Connect Claude, email, calendar, and files safely without code

Write priorities with real context so AI can give sharp suggestions

Diagnose and fix bad AI outputs in minutes, not give up on them.

SME CEO/COO juggling growth and operations, needing a safe, practical way to make AI part of the daily workflow.

Solopreneur / founder doing it all, wanting AI to take real work off their plate, not add another tool to manage

Ops, Marketing, or GTM lead in a small team who wants hands‑on AI help with real tasks, not another theory session.

Agentic AI

Coding with AI

AI Workflows

Claude Code

OpenClaw

Vibe Coding

AI Evals

AI Transformation

RAG & Search

AI for PMs

AI for Engineers

AI for Designers

AI for Marketers

AI for Founders

Product Sense

Product Discovery

User Research

Prototyping

Growth

Analytics

Tech Foundations

Strategy

Influence

Leadership

Career Growth

Machine Learning

LLM Ops

Context Eng

Security

System Design

Figma

Design Systems

Visual Design

Design Strategy

Automation

Content Marketing

Demand Gen

Go-to-Market

Product Marketing

Positioning

Social Media

Brand

B2B Marketing

SEO & AEO

AI for Leaders

AI Governance

Communication

Management

People Operations

Exec Presence

Storytelling

Goal-setting

Personal Brand

Fundraising

Everyone

Operators

Data Scientists

Business Analysts

User Researchers

Customer Success

Project Managers

HR Professionals

Sales People

Lawyers

Finance

Investors

Real Estate

Educators

Creators

Engineers and engineering leaders who build, deploy, and scale software systems.

Operations professionals who optimize processes and manage day-to-day business functions.

Applying AI tools and techniques to professional workflows — assign alongside more specific AI topics.

Building autonomous AI agent systems that take actions, use tools, and orchestrate multi-step workflows.

Securing software systems — application security, threat modeling, authentication, and infrastructure protection.

Automating professional workflows with AI tools — productivity, operations, and task automation.

AI Agent Access Worksheet | Decide Access Before You Build

What you'll learn

Why this topic matters

You'll learn from

Kate Marshall