AI Coaching · Tracks by Role

Tracks by Role

The same foundation, then the use cases that fit the work in front of each person.

How the tracks work

One foundation, then a layer per role.

A finance manager, a salesperson, and an operations lead do not need three different AI trainings. They need the same footing — how to instruct AI, how to check it, how to keep data safe — and then a thin layer of their own real work on top. The tracks below are that layer: the same skill, applied to the tasks each role actually does. The examples come from rolling this out across our own companies.

Back-office

Accounting · Purchasing · HR
  • Notes on reconciliation gaps and unclassified transactions
  • Purchase-order and vendor emails, drafted and followed up
  • Document filing packs and reminders
  • Long policy documents turned into a short staff notice
  • Thai and English on demand
A task to tryPaste a set of unclassified transactions and ask AI to group them and draft a short note to the owner of each — then check every figure yourself.

Sales

Field & account teams
  • Customer follow-ups drafted from an open thread
  • Quotes and proposals drafted, then checked
  • Field reports written up from rough notes
  • Customer chat and messages summarised into what they need
  • Objection-handling prepared before a call
A task to tryPaste a stalled customer chat and ask AI to summarise what the customer wants, what information is missing, and draft a polite follow-up — in Thai, short.

Finance & executive

CFO track · highest data-safety bar
  • Long financial documents digested into key points
  • Formal Thai correspondence drafted
  • Variance narratives written from your own notes
  • Board-pack material summarised
A task to tryPaste a long document you have to read and ask AI to summarise the key points and draft a formal Thai reply — then verify every number yourself.

The most sensitive track. Use AI freely for summarising, drafting, and translating — but never put confidential figures, company accounts, or deal data into it, and never use a personal account for company work. Check every number by hand.

Operations & support

Distribution & service teams
  • Customer-support replies drafted
  • Logistics and delivery status updates written clearly
  • Incident and complaint write-ups
  • Supplier messages in Thai and English
A task to tryTake a scattered list of tasks and ask AI to arrange it as a table — who, what, by when — and a short message to notify the team.

Site-based teams

On-site operations
  • Site and visit reports written up from notes
  • Client communications drafted
  • Roster and scheduling notes organised
A task to tryDictate or type rough notes from a site visit and ask AI to turn them into a clean report with clear next steps — then correct the details only you know.

Different work, the same rules.

Whatever the track, the three rules do not change: check every output, give clear instructions, and keep company data in the sanctioned company workspace. The role decides the examples; the discipline stays the same for everyone.

A mixed-role AI Coaching session — participants applying the same foundation to different work
Applied To Real Work

Each person brings one real task from their own week — the use case is always their actual job.

Explore the curriculum

See the full structure in the curriculum, start with the foundation, or return to the curriculum hub.

Bring this programme to your team.

One shared foundation for the whole team, applied to each person's real work.

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