AI+ At Work: Advanced

Workflows, Automation and AI Agents for Professionals

From AI user to AI builder.

You already use AI every day — and the time savings have stopped compounding. This is the book for what comes next. Build your first Custom Assistant, chain your tools into working systems, and learn when to delegate to an AI agent and when not to. With the AI Capability Progression, the DELEGATE Protocol, and a ninety-day plan from power user to systems orchestrator.

Tier

Tier 1 · Essentials

Category

Foundations

Format

Guide

Updated

Q2 2026

Read full bookSee in 6 bundles

You'll build

Your first Custom Assistant for a recurring task in your week — installed and used by Day 30
A chained workflow that connects your tools so AI outputs trigger other actions
A first AI agent deployment — research, monitoring, or scheduling — running without you
A team prompt library and shared Custom Assistant for the colleagues looking to you for the answer
A governance system built on the DELEGATE Protocol — for any AI running while you sleep
Plus: the AI Capability Progression for locating yourself across the 5 stages (Chat → Assist → Specialise → Chain → Delegate), and a 90-day plan from power user to systems orchestrator.

Who this is for

A professional who has completed T1-02 (or equivalent) and now uses AI as a daily working tool for individual tasks — email drafts, document summaries, meeting preparation, research. They are good at chat. They are ready to move beyond chat. They are an analyst, a comms lead, a project manager, an HR generalist, a professional services associate, a junior engineer, a team lead, a solopreneur, a freelancer, or a small business owner. They are not a developer (though developers benefit); they are a working professional who wants AI to stop being one task at a time and start being a system that saves them hours a week.

Also for:Managers and leads reading for team rollout (COR-01 power-user layer audience); solopreneurs and freelancers running their own operations (STA-04 audience); SME owners scaling personal AI use across a small team (COR-05 audience); entrepreneurs building AI-native practices from scratch (STA-03 audience); power users inside large organisations informally leading team adoption.

You’ll be able to

Identify the five stages of the **AI Capability Progression** — Chat, Assist, Specialise, Chain, Delegate — and locate their current practice and next step on it
Map their own recurring work as workflows and apply the AI Opportunity Matrix at workflow level to prioritise automation candidates
Build their first **Custom Assistant** (Claude Project, Custom GPT, Gemini Gem, Copilot Studio agent, or equivalent) for a recurring professional task
Design and document a **chained workflow** linking at least two tools via a no-code automation platform, with AI in at least one step
Apply the **DELEGATE Protocol** before deploying any AI agent or workflow that runs without the user present
Build and execute a 90-day plan to progress from individual AI user to personal systems orchestrator

What’s inside

Diagnostic: Where Are You on the AI Capability Progression?
Chapter 1: Beyond Chat — The AI Capability Progression
Chapter 2: See Your Work as Workflows
Chapter 3: Custom Assistants — Your First Specialist AI
Chapter 4: Chain Your Tools — Workflows That Connect Your App Stack
Chapter 5: AI in the Loop — Human-Approval Workflow Design
Chapter 6: Delegating to AI Agents — Goal-Driven AI That Runs Itself
Chapter 7: Team Workflows and Shared AI Systems
Chapter 8: Governance When AI Runs Without You — The DELEGATE Protocol
Chapter 9: Your 90-Day Build Plan — From Power User to Systems Orchestrator
Back matter: Skill Summary · Recommended Next Reads · Glossary · Tool Reference

Written by engineers who build production AI systems, not consultants who present them.

Appears in 6 bundles

SKL-06The AI Productivity & Communication Pack COR-01The Whole Organisation AI Pack COR-05The SME Owner's Pack STA-01The AI Beginner Pack STA-03The AI Business Starter Pack STA-04The Solopreneur Pack

Reads well with

AI+ At Work: Advanced

Often packaged with this title.