Accelerate Your Day with Cowork and Codex

Put AI agents to work on your day-to-day — and get hours back every week.

AI has moved beyond chat. The latest generation of agentic tools — Anthropic’s Claude Cowork and OpenAI’s Codex — don’t just answer questions; they do the work. They read and write your files, build documents and spreadsheets, automate multi-step workflows, and complete whole tasks on your behalf while you focus on higher-value work.

This session shows business professionals exactly how to put these tools to work on real day-to-day tasks. Through live demonstrations, we’ll take common professional workloads — preparing client documents, summarising and drafting correspondence, analysing data, producing reports and presentations — and hand them to an AI agent, showing what it does well, where it needs supervision, and how to build it into your daily routine safely.

What You’ll Learn:

• What agentic AI tools are and how Claude Cowork and OpenAI Codex differ from chatbots like ChatGPT
• Live demonstrations of automating everyday professional tasks: documents, spreadsheets, email drafting, research and reporting
• How to choose between Cowork and Codex for different types of work
•  Practical prompting and delegation techniques that get reliable results from AI agents
•  Guardrails: reviewing agent output, protecting client data, and staying in control

This is an introductory, practical, demonstration-led webinar suited to professionals in firms of all sizes. No prior AI or technical knowledge is required.

Learning Outcomes:

By the end of this session, attendees will:

1. Understand Agentic AI

• Explain what AI agents are and how Claude Cowork and OpenAI Codex go beyond conversational AI to complete whole tasks

2. Identify Automation Opportunities

• Identify at least five day-to-day tasks in their own role that can be delegated to an AI agent today

3. Apply Practical Delegation Techniques

• Apply effective briefing and prompting techniques to get accurate, useful output from Cowork and Codex

4. Evaluate the Right Tool for the Job

• Evaluate when to use Claude Cowork versus OpenAI Codex based on the nature of the task

5. Recognise Risks and Guardrails

• Recognise data privacy, confidentiality and quality-control considerations and apply appropriate review practices

6. Design a Personal Automation Routine

• Design a simple plan to embed AI agents into their daily and weekly workflows

Suited to:

This session is designed for business professionals who want practical, immediately usable ways to automate their day-to-day work with AI agents. It is relevant to firms and organisations of all sizes, and no prior AI or technical knowledge is required. It will particularly benefit:

• Partners & Firm Owners

• Practice Managers & Operations Leads

• Accountants, Auditors & Tax Professionals

• Lawyers & Legal Practitioners

• Consultants, Advisors & Business Services Professionals

This On Demand recording Includes: 

• Recording of the Live Webinar, which can be viewed multiple times, for as long as required 
• Presenters contact details for follow up questions 
• CPD Quiz
• CPD Certificate 
• CPD Report – Logged automatically 
• PowerPoint Presentation
• Verbatim Transcript, with Searchability
• Supporting Documentation