For Ops & Finance

Stop asking a probability machine
to do math.

Three builds that automate the routine work and protect the calculations. AI interprets. Spreadsheets compute. You decide. Meeting Summarizer. Weekly Report Autopilot. Process Documentation System.

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€297 one-time · lifetime access
Lifetime access · Self-paced
The problem

The spreadsheet computes. The AI interprets.
You judge.

A finance analyst asked her AI to calculate the weighted average cost of capital for a portfolio. It got it wrong.

Not dramatically wrong. Subtly wrong. Close enough that she almost sent it to her director. The kind of wrong that only shows up when someone runs the numbers in a spreadsheet.

This is the trap ops and finance professionals fall into first.

AI models are probabilistic. They predict the most likely next token. That is their job. They are very good at interpreting data, summarizing reports, drafting narratives, flagging anomalies.

They are not calculators. They are not deterministic. They approximate. When you ask an AI to calculate, you are asking a prediction engine to be precise. That is a category error.

"The Deterministic Rule: if it can be calculated, calculate it. If it can be interpreted, let AI interpret it. If it requires judgment, you decide."

This course teaches the right boundaries. Where AI accelerates ops and finance work. Where it doesn't. And how to build systems that respect the difference.

Please stop asking a probabilistic machine to do deterministic work in its head and then acting surprised when it gets weird.

The method

13 lessons. 5 modules.
One ops OS.

AI interprets. Deterministic tools compute. You decide. That boundary is the entire course.

Module 1 · Primer 00
Where AI belongs

The Deterministic Rule

Why AI approximates. Where it belongs in ops and finance. The calculation boundary. Common traps and how to spot them.

2 lessons
Module 2 · Build 1 01
Capture decisions

Meeting Summarizer

System prompt for output format. Decisions, action items, owners, open questions. Upload templates. Test with real transcripts until the format is yours.

3 lessons
Module 3 · Build 2 02
Automate the rhythm

Weekly Report Autopilot

Scheduled trigger. Data pull from tracking sheet. Spreadsheet computes the metrics. AI generates the narrative. Anomalies flagged. Draft ready for review.

3 lessons
Module 4 · Build 3 03
Capture institutional knowledge

Process Documentation System

Document your top 5 workflows as SOPs. Link prompts and checklists to each step. Run them to validate. Capture what's in people's heads before it walks out the door.

3 lessons
Module 5 04
Run it weekly

Your Ops & Finance OS

Connect the three builds. The weekly rhythm. Deterministic checks as quality gates. What to automate and what to protect. Capstone: ship one real workflow end to end.

2 lessons + capstone
The three builds

Three transformations. One ops OS.

Each build replaces a real bottleneck. AI does the interpretation. The spreadsheet does the math. You stay in the loop where it counts.

01
Meeting Summarizer

From recap to review.

30-minute recap → 2-minute review

Meeting transcripts become structured decisions, action items, and owners. No more half-hour recap sessions. Just review and ship.

02
Weekly Report Autopilot

From manual to monitored.

90-minute Friday → 10-minute review

Every Friday: data pulled, metrics computed, narrative drafted, anomalies flagged. The spreadsheet computes. The AI interprets. You decide.

03
Process Documentation System

From tribal to institutional.

Knowledge in heads → Knowledge in SOPs

Your top 5 workflows as documented SOPs. Institutional knowledge captured. New hires onboard faster. Continuity protected when people leave.

Honestly

This is for you if:

→You're in operations, finance, project management, or business analysis
→You spend hours on meeting recaps, weekly reports, and process documentation
→You want AI to handle interpretation but not calculation
→You need to capture institutional knowledge before it walks out the door
→You want a system that respects the boundary between AI and deterministic tools

Don't take this if:

→You want AI to do your financial modeling. Use a spreadsheet.
→You want tool tutorials for specific platforms. This is methodology.
→You want deep technical AI skills. See the Engineering Series.
Pricing

One price. Lifetime access.

€297
One-time payment. Lifetime access. All future updates included.
  • 13 lessons across 5 modules (video and written)
  • Meeting Summarizer build guide and templates
  • Weekly Report Autopilot automation template
  • Process Documentation System and SOP blueprints
  • The Deterministic Rule printable guide and prompt vault
3 months in the Engine Room. Where alumni and operators go to get unstuck.
Get on the waitlist
Lifetime access. All future updates included.
FAQ

Before you ask.

The questions we hear most. If yours isn't here, email [email protected].

What's the 'Deterministic Rule' the course leads with?
Anything that requires math gets a deterministic tool (spreadsheet, SQL, code). AI never computes. AI interprets, summarizes, drafts. The rule keeps audit trails clean and removes the worst class of AI errors in finance work. Module 1 is built around it.
Will AI do my math?
No, and on purpose. The course explicitly teaches the boundary: spreadsheets and SQL compute, AI interprets the results. If you've been burned by an AI calculating numbers, this is the discipline that prevents it.
What do the three builds actually output?
A Meeting Summarizer (action items + decisions + open questions from transcripts), a Weekly Report Autopilot (assembles your reporting input into the standard format you already use), and a Process Documentation System (turns 'tribal knowledge' into a written SOP). All audit-friendly.
Will my compliance / audit team reject this?
Specifically not. The builds are designed so the human is the system of record — AI drafts, you sign. The Deterministic Rule keeps numbers out of AI. This is the version compliance officers can actually approve.
Stack requirements?
Claude or ChatGPT paid plan + your existing spreadsheet / accounting / BI stack (Excel, Google Sheets, NetSuite, QuickBooks, etc.). The builds wrap around your existing stack, they don't replace it.
Time commitment?
8–10 hours: ~5 hours of lessons, ~5 hours building. The Process Documentation System is the most useful long-term — most ops teams have never had real SOPs.
Can my company pay for this?
Yes. CFOs and ops directors regularly approve this. Invoices issued. Email [email protected] subject 'Reimbursement.'
What's the refund policy?
€297 courses are non-refundable. Above this price we offer a 14-day conditional refund; this course sits exactly at €297, so it's final.

AI interprets. You decide.

Three builds. One ops and finance operating system. €297. Lifetime access.

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