Illustrative examples · Your idea comes first

Explore a worked example.

Two examples of a small prototype you could build in your £179 mentoring hour with James Morris. You stay at the keyboard. Select a step or play a walkthrough to explore.

01

From rough meeting notes to clear next steps.

Know who is doing what, spot what wasn’t agreed, and leave with a follow-up ready to share.

The guided build: steps 3 → 4

We use AI together to build the review form and follow-up generator. The input is a small, agreed table of actions; the output is wording you can copy. We also practise the extraction prompt in step 2 using safe notes, but connecting a live AI service is outside this first build.

Illustrative example · Fictional meeting, real working controls.
Try it: the meeting follow-up helper

Who’s doing what?

Click any step to explore
Your starting material

A few reminders typed during a meeting.

printing quote — Alex, Fri. website update — Jo, Tues. customer FAQ needs refreshing. who / when? not agreed.

These are fictional notes, like the rough reminders you might put in a document as people talk.

Step 1 of 4 · Rough notes

Try the working review form and follow-up generator
03 / You check and fill the gaps

The extracted information goes into editable fields. Compare it with the notes: the FAQ has no agreed owner or deadline. Imagine you’ve now confirmed them with the team—add them below and watch the follow-up update.

Owner and deadline recorded
Owner and deadline recorded
Needs an owner and deadline
1 action needs an owner or deadline.

These sample notes and actions are prepared, not extracted by live AI. You can edit the actions above; nothing is sent or saved by this site. Copying puts the follow-up on your clipboard.

The important check: a missing owner stays missing. The tool flags the gap instead of inventing an answer. Check the actions against your meeting before sharing.
02

Quotes sent. Which ones need a nudge?

Turn a spreadsheet of estimates into a follow-up list and draft emails, without checking every row yourself.

The guided build: steps 1 → 4

Starting with a prepared spreadsheet saved as CSV, build a small tool that reads the rows, applies agreed follow-up rules and drafts wording for review. AI helps you build the tool; the finished tool uses rules and templates. It ends at a draft you can copy—not an email sent to a customer.

A quote follow-up assistant

A clearer list. A useful first draft.

Fictional quotes · Amounts in GBP
From a spreadsheet saved as CSV

The tool reads each quote’s details.

This demo loads a built-in sample CSV with reference, customer, amount in GBP, issue date, last contact date and status. It does not access your files.

Sample quotes · Review date: 5 September 2026
Quote / customerAmountIssuedLast contactStatus

Step 1 of 4 · Quote spreadsheet

A prepared learning example, not a full sales system. A first session uses a small, agreed CSV format. Live spreadsheet connections, scheduled checks, customer records and automatic sending would need further work.

Bring one of these ideas or your own everyday task to a paid, 60-minute session on Microsoft Teams. We’ll agree a scope that fits the hour. Enquire here ↗