AI EDGE™
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AI EDGE™

Welcome to the Sprint.

Pop your details in so we can track your progress through the six weeks.

Week 1 of 6

Your first workflow, installed and running.

Four prompts. Chained together. Triggered by one command. By the end of this session the New Client Onboarding Pack is running inside your AI Broker Brain, and you'll test it on a real client file before you leave.

Week 1 progress
Session recording

Watch the Week 1 session

Recorded live on Thursday 14 May. Watch it back, or share it with your team so they can build alongside you.

Start here

What this workflow produces

Turn a discovery meeting into a complete, document-ready client file. Upload or paste a client enquiry form, fact-find draft or meeting notes, and it produces:

Today's win: you open your AI Broker Brain, type one command, and the whole pack runs. Every time. Your team can use it too.
Toolkit

AI tools for everyday

These are the tools we recommend alongside your AI Broker Brain.

FathomRecords Zoom, Teams and Meet calls and transcribes.
Wispr FlowVoice typing. Talk to your computer.
Opus ClipTurns videos into shorts with captions and B-roll.
GranolaRecords in-person meetings.
ClaudeChat, Cowork and Code.
Claude DesignDesign with AI.
Step 1

Build your workflow

Copy the meta-prompt below and paste it into Claude, ChatGPT, Copilot or Gemini. It turns the four prompts into a single workflow knowledge file.

I want you to turn the following four prompts into a single workflow knowledge file I can save inside my AI Broker Brain. ROLE You are a workflow architect. Your job is to take a set of individual prompts and chain them into a single, structured workflow that any broker can trigger with one command. TASK Build a workflow knowledge file using the four prompts below. Run them in sequence. Each step uses the material from the previous step plus the original input. CONTEXT The trigger phrase is: "Run New Client Workflow" The user will paste meeting notes, an enquiry form, or a fact-find draft when they trigger it Before each step, check whether the required material is available. If it isn't, ask: "Do you have [required material] to paste or upload? If not, type skip and I'll move to the next step." After each step, show the output and ask: "Happy with this? Type yes to continue." The four prompts in sequence: Step 1 — Post-Discovery Email You are an email assistant. Write a short follow-up email summarising the client's goals, next steps, and required documents — avoid any product or rate references. Output: polished email draft with subject line. Step 2 — Plain-Language Question Set You are a client-communication coach. Rephrase these technical fact-find questions into clear, client-friendly language (no jargon). Output: Q&A list showing Original → Simplified. Step 3 — Fact-Find Data Check You are a data checker. Compare income and expenses in this fact-find and flag any missing, inconsistent, or unclear items that need clarification before assessment. Output: table with Field → Action Required. Step 4 — Responsible Lending Documents Review You are a document checker. Review the client documents provided and confirm whether all responsible-lending evidence is present (ID, payslips, bank statements, liabilities, living expenses). Output: Yes/No checklist with comments. OUTPUT A single knowledge file, ready to copy and save into my AI Broker Brain. Include the trigger phrase at the top, then the step-by-step workflow instructions in clear, numbered order.
Step 2

Save your workflow

When your AI produces the knowledge file:

  1. Copy the full output
  2. Go to your AI Broker Brain Project
  3. Add a new knowledge file
  4. Paste it in
  5. Name it: New Client Workflow
  6. Save
ClaudeAdd as a knowledge file inside your Project. Done.
ChatGPTBuild a simple custom GPT and upload the file there. Five minute setup. Adam will walk you through it if needed.
CopilotPaste into your agent instructions, or upload to SharePoint and link it.
GeminiAdd as a knowledge file inside your Gem.

Want to see what a finished one looks like? View an example workflow knowledge file.

Step 3

Test it

Go to your AI Broker Brain and type:

Run New Client Workflow

Then paste some rough notes from a recent prospect meeting. Real or made up, it doesn't matter today. Just run it.

No client notes handy? Use this demo scenario
Met with James and Sarah Chen today. First home buyers. James is a teacher, Sarah works part-time in admin, about to go back full-time. Combined income roughly $140k. Looking to borrow around $650k. Have about $80k saved. Keen to buy in the next 3–4 months. Slightly nervous about the process, never done this before. No existing debts other than a small car loan — $8k remaining. Need to sort out their borrowing capacity first before they start looking seriously.
Wins

Share what came out

What surprised you? Bring your outputs to the wins segment, or note what worked so you can share it on the next call.

Coming up

Weeks 2 to 6

← Roadmap Week 2 →