Receipt · Shared by the builderReceipt no. 7889
What sucked
Staff used AI daily but on their own, with no connectors to their tools and no rule on what member health data could touch a model, which blocked CRM automation.
What they built
North Group ran a hands-on Claude workshop on connectors, scheduled tasks and skills, met one-on-one with every employee, built a role-by-role roadmap with three scored automations each, and split the CRM so member health data stays out of AI.
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