On-Site & Virtual AI Training · Raleigh · Greensboro · Charlotte
We bring practical AI training straight to your office — or your screen.
Triangle AI Workshops teaches your team to use ChatGPT, Claude, Copilot,
and Gemini on your own workflows — in a room together, or live
online, in a single session. These are step-by-step, hands-on build
sessions — not slide-deck lectures. No generic pre-recorded
course. No jargon. Just people who can actually use AI at work by the
time we leave.
Every session is tailored to your industry and tools. Mix and match, or
run several as a progression from fundamentals to full automation.
The topics below are starting points, not a fixed menu — every workshop is a step-by-step, hands-on build we design around your team, not a slide-deck lecture, with no fixed time commitment or rigid agenda. Don’t see what you need? We’ll build a custom session from scratch. Available on-site at your office or live online.
AI Fundamentals for Teams
Whole staff, no technical background needed
A hands-on introduction to using ChatGPT and Claude safely and effectively at work. We come to your office (or meet online), bring the laptops-and-coffee energy, and get everyone from the front desk to the front office using AI with confidence.
Write better prompts for everyday tasks
Understand data privacy and what not to paste into AI tools
Practice on real work: emails, summaries, meeting notes
A practical session on using Copilot or Gemini inside the tools your team already lives in — Word, Excel, Outlook, Sheets, Docs, and Gmail — to cut hours of repetitive work every week.
Draft, summarize, and reformat documents in seconds
Build formulas and clean up spreadsheets with AI assistance
We map your team’s repetitive, time-consuming processes and build real AI-powered workflows during the session — not just theory. You leave with working automations, not a slide deck.
A prioritized map of AI opportunities specific to your business
2–3 working automations built live during the workshop
A focused briefing for decision-makers: what AI can realistically do for your business today, where the risk and ROI actually are, and how to set policy your team can follow.
A clear-eyed view of AI ROI for your specific industry
A simple, practical AI usage policy you can adopt immediately
Evaluate, select, and connect the AI-enabled software your business runs on — CRM, ERP, accounting, project management — so your systems talk to each other instead of creating more manual work.
A clear comparison of AI-enabled tools for your specific systems
A data-flow map showing where automation removes manual entry
A prioritized plan for your highest-impact system upgrade
We map your team’s core processes, then use AI to spot bottlenecks, redundant steps, and automation opportunities — leaving with redesigned workflows your team can adopt immediately.
A documented map of your team’s top processes
AI-identified bottlenecks and redundant steps
Redesigned, automation-ready versions of each process
Marketing and ops staff, no coding background needed
Use AI coding assistants like Claude and Copilot to build, update, and maintain your business website — new pages, copy changes, simple features — without waiting on a developer.
A real update or new page built and published during the session
A reusable AI-assisted workflow for future site changes
Use AI tools to research keywords, audit your site’s SEO health, and draft on-page content that ranks — building a repeatable process your team can run every month.
A keyword and content-gap analysis for your business
Use AI to write product listings, inform pricing and inventory decisions, automate customer service replies, and personalize the shopping experience — without hiring a specialist for each task.
AI-assisted product listings and descriptions ready to publish
An automation plan for customer service and order follow-ups
A prioritized list of AI tools that fit your storefront platform
AI tools are only as good as the context you give them. This session teaches your team to build structured knowledge bases that make ChatGPT and Claude answer accurately about your business, then goes further with MCP (Model Context Protocol) — the standard that connects AI assistants directly to your own systems and live data, instead of generic answers or manual copy-pasting.
A structured knowledge base or context document ready to plug into any AI assistant
A clear, practical understanding of what MCP is and when it’s worth building one
A working custom MCP connection — or a scoped build plan — created during the session
Automate the busywork slowing your sales team down and connect AI directly to the systems they sell through. We cover AI-assisted prospecting and outreach, CRM automation and data hygiene, and building pipelines that keep your CRM, inbox, and calendar working together instead of fighting each other.
AI-drafted, personalized outreach and follow-up sequences at scale
Automated lead qualification and CRM data hygiene workflows
A repeatable AI-assisted process for proposals, quotes, and pipeline reporting
Whatever software your business runs on — industry-specific, legacy, or something we’ve never heard of — we teach your team a repeatable way to connect it to AI. Using APIs, webhooks, integration platforms like Zapier and Make, and custom connections, you’ll learn how to get any system talking to ChatGPT, Claude, or your own AI tools.
A working AI connection built live for one of your actual systems
A repeatable framework for evaluating and connecting any new tool to AI
Clear guidance on when to use APIs, webhooks, integration platforms, or custom connections
When a single workshop isn't enough, these are ongoing engagements
where we work alongside your team over time instead of for one session.
These are ongoing or larger engagements, not single-day sessions — we work alongside your team over weeks or months to see the change through. Don’t see exactly what you need? We’ll scope a custom engagement.
AI Transformation Services
Business owners and leadership teams ready for a bigger shift
For businesses that want more than a single workshop: a structured engagement to assess where AI can change how you actually operate, redesign the processes and roles around it, and implement the highest-impact changes first — with us alongside your team the whole way, not just for a day.
A full assessment of where AI can meaningfully change how your business runs
A phased transformation roadmap with clear milestones and owners
Hands-on implementation support for the highest-impact changes first
Teams that already use AI a little and want it to actually stick
Training day energy fades fast without something to sustain it. We build the lasting support system around your team’s AI use — internal champions who can help their teammates, a living playbook of approved workflows and guidelines, and a plan for keeping new hires and new tools covered — so adoption keeps growing after we leave.
Trained internal AI champions who can support their own teammates
A living playbook of your team’s approved AI workflows and guidelines
An ongoing support plan so new hires and new tools stay covered
Operations and IT leads replacing or upgrading a core system
Moving to a new CRM, ERP, accounting platform, or line-of-business system is normally slow and error-prone — mapping old fields to new ones, cleaning up years of messy data, and writing documentation nobody reads. We use AI to speed up the parts that used to take weeks: data mapping and cleanup, configuration, migration scripts, and testing, so your team spends its time on decisions instead of grunt work.
A validated data-migration and field-mapping plan for your new system
AI-assisted cleanup and transfer of your existing records, with an audit trail
Working configuration, integrations, and staff training materials for the new system
There's no one-size-fits-all package — each session is scoped
around your team's size, tools, and goals. Tell us what you're working
with and we'll put together a plan and a quote within one business day.
Most AI training happens over a video call, with a generic deck and
zero context on how your business actually runs. We built Triangle AI
Workshops to fix that: we show up in person — or meet live
online, if that's a better fit — learn how your team works, and
teach AI on top of your real tools and real files.
We're based in North Carolina and focused entirely on small and
mid-sized businesses across the Triangle, Triad, and Charlotte
metro areas — the kind of teams that don't have an in-house AI
specialist, and don't need a six-figure consulting engagement to get
real value from these tools.
Delivery style
100%Hands-on, tailored delivery
Metro areas served
3NC metros on-site, virtual anywhere
Workshop and service topics
15+Workshops & managed services
Tools covered
12+Tools we train your team on
Where we run workshops
We travel on-site to businesses across three North Carolina metro
areas, and run every workshop live online for teams anywhere else.
Not sure if you're in on-site range? Ask us — we're often able
to accommodate locations nearby too.
Both — most teams in the Raleigh/Durham/Chapel Hill, Greensboro, and Charlotte metro areas have us come on-site, using your team’s own laptops and, where useful, your real files and workflows. We also run every workshop live online for distributed teams or anyone outside our on-site coverage area.
Do our employees need any AI experience beforehand?
No. Our AI Fundamentals workshop assumes zero prior experience. Our more advanced sessions are best after a team has been through Fundamentals, but we’ll help you pick the right starting point on a quick call.
Is this a lecture, or do we actually build something?
You build. Every workshop is a step-by-step, hands-on walkthrough, not a slide-deck lecture — your team leaves having built real prompts, workflows, or automations themselves, on your own tools and files.
What do we need to provide?
A room with Wi-Fi, screen or projector, and attendees with their own laptops. We bring everything else — exercises, handouts, and prompt libraries.
Which tools and platforms do you cover?
We’re tool-agnostic and tailor each session to what your team already uses — the major LLMs (ChatGPT, Claude, Microsoft Copilot, Google Gemini), Google Workspace, Microsoft 365, and Notion, and business systems like Salesforce, HubSpot, Shopify, Slack, Monday.com, Asana, Airtable, Google My Business, and Google Analytics. See our full list on the Tools page.
How do we book, and how far out should we schedule?
Fill out the contact form with your preferred dates and team size. Most workshops book 2–4 weeks out, though we can often accommodate shorter notice — just ask.
How much does a workshop cost?
There’s no fixed price list — every workshop is scoped around your team’s size, goals, and session length, so pricing is custom. Tell us what you’re looking for and we’ll send a quote within one business day.
Ready to bring AI training to your team?
Tell us a bit about your business and we'll follow up within one
business day with availability and a recommended workshop format.