Here's everything from today's session, so you can set up the first piece next Monday.

The context files, the templates behind each example, the Monday checklist and a safety guide, in one place. Pop in your email and they're yours to download.

Your Monday checklist

The one picture from the talk: the three rungs, and the four habits that move you up them.

  1. Tell it what it can't see
  2. Check it against a number you trust
  3. Lock in what works
  4. Put it on a schedule

Download the checklist (PDF)

  1. Step 1 · Get your spreadsheets right: the cheat sheet for your files (your context file)

    A short file that tells AI what's in your depletions, your CRM, your goals and the mapping between them, so every question starts from the same understanding. It's what some people call a semantic layer.

    Download the cheat sheet

  2. Step 2 · The deck: your template and a story file

    Start from your own PowerPoint template, plus a short story file: who the deck is for, what each section answers, the words you use and the ones you never use. It builds from the weekly review you already tied out in step 1, with a short guide to what each field means.

    Download the story file templateor the text file to fill in

  3. Step 3 · The morning brief: its job description

    What goes in, what gets skipped, how descriptive it is and what matters most to the business right now. "Nothing needs you today" is a good answer.

    Download the brief's job description templateor the text file to fill in

Doing it safely

  • Use a business account, and check the data settings before you connect anything
  • Only the access it needs: read-only where you can, and permissions so everyone sees only what they should
  • A person checks what goes out: it drafts and recommends, and nothing leaves the building without you

The safety guide goes further, with a short checklist and links to the best-practice guides.

Download the safety guide

Is your report a good candidate?

Automating a report that was never useful gets you a useless report faster. Four questions before you start:

Taking it to the next level

Once you've set up a few of these and started to see the benefits, the next step is a system that runs on its own. It vacuums up everything your brewery already has, from the sales and accounting data to what the team knows, and keeps it up to date and accurate, so everyone is working off the same numbers.

Then it keeps an eye on things for you. When an account goes quiet or a number goes off track, it sends an alert to whoever is responsible for it and helps them work out what's going on and what to do about it.

I've been building solutions for breweries like this over the last several months. Some breweries want me to run it for them; some want to build it themselves with me alongside.

Would love to hear how your team is thinking about AI and offer other insights from the breweries I work with.

I also help brewery owners see where margin is made and lost and keep the whole team focused on it every week. See how it works