The Intelligence Resources Podcast

Can AI learn how you work? A Chief People Officer joins Samantha and Brittany to share how he trained Claude by having it observe his resume reviews over two weeks—then used it to narrow 100 applications to 20 for his review while he took lunch.From recruiting and automated reports to employee follow-ups and a workers’ compensation workflow built in two hours, this episode explores how AI can create more time for the people behind the paperwork. Hear how these experiments helped him avoid a planned $35,000 annual software investment and rethink his team’s hiring needs, while keeping human judgment involved.His advice for getting started: don’t be scared to ask AI for help.Connect with Mike Terry, Chief People Officer at Evolution Parking & Guest Services, on LinkedIn.CHAPTERS00:00 Welcome to Intelligence Resources01:08 From AI Experiment to First Big Win03:31 Using AI Agents for Everyday HR Tasks04:38 Training Claude to Help Review Resumes07:02 Avoiding a $35,000 Software Investment08:51 Managing AI Usage Limits12:48 AI Governance and Company Guidelines14:43 Choosing Between Claude, ChatGPT, and Copilot17:02 Finding Help With Benefits Notices18:27 Teaching AI Your Writing Style19:35 Reviewing AI-Drafted Emails21:45 Using Voice-to-Text on the Go26:00 AI’s Environmental Impact28:00 How Automation Changed His Hiring Plans29:46 Building a Workers’ Compensation Workflow32:10 Two Hours to Build a New Workflow34:00 Asking AI What Else It Can Automate35:23 Lessons From Automating Document Downloads36:37 Keeping Up With Employee Communications38:25 Preparing a Weekly Executive Brief39:23 Self-Driving Cars and Trust in AI42:48 Exploring AI in Parking and Guest Services44:35 Smart Glasses and Future Possibilities55:04 Recruiting Results and What Comes Next58:17 Closing Thoughts and Where to Connect#AIinHR #ChiefPeopleOfficer #ClaudeAI #AIRecruiting #HRAutomation #TalentAcquisition #AIforBusiness #FutureOfWork #IntelligenceResources

What happens when a creative agency embraces AI—and discovers that faster production is only part of the story?In episode 15 of Intelligence Resources, Samantha and Brittany welcome Kaycee Zabko, CEO and Creative Director of Tampa-based BayEdge Media, to discuss how AI is changing branding, design, and the business of running a creative agency.Kaycee shares her journey from reluctant adopter to hands-on experimentation, explains why her team combines AI-generated assets with traditional design tools, and describes how a brand’s personality, purpose, and visual identity shape better results. The conversation covers pricing, client expectations, inconsistent logos, subscription costs, and why designers increasingly need to think like creative directors.Plus, Kaycee shares a moving personal story about creating an illustrated children’s book with AI to help her young children understand the loss of their family dog.In this episode:• Why generic AI output often misses a brand’s identity• How Claude, ChatGPT, Figma, and traditional design tools fit into an agency workflow• Why AI can save time on one project and expand the ambition of another• How clear communication helps creatives direct AI• What changing tools mean for training, hiring, and client relationships• How Bay Edge Media is developing its Brand BIOS approachSubscribe to Intelligence Resources for real stories from people using AI in their businesses, and tell us: Where has AI improved your creative process—and where do you still need a human eye?Chapters00:00 Welcome to Intelligence Resources, Episode 1500:20 Meet Kaycee Zabko and Bay Edge Media01:57 From AI Skeptic to Hands-On Experimentation04:54 Why Design Experience Still Matters06:07 Brand DNA: Giving AI More Than Colors and a Logo07:41 When AI-Generated Client Briefs Create More Work10:01 Websites, Apps, and Bay Edge Media’s Development Team11:24 Technical Expertise and Website Security13:03 How AI Is Changing Agency Pricing14:29 Faster Setup, More Time for Design16:20 Keeping Designs Editable: Figma and Adobe18:14 Tool Fatigue, Testing, and Training a Creative Team21:35 Inconsistent Logos, Product Mockups, and AI Credit Costs23:30 Building in Pieces: Combining AI with Design Tools26:16 Giving AI Context for Each Client’s Brand27:42 Balancing Turnaround, Quality, and Client Expectations28:41 Does AI Save Time—or Lead to Bigger Ideas?30:24 Creative Resistance and Reviewing AI Output31:33 Spotting AI-Generated Images32:45 Why Designers Need to Become Creative Directors35:45 Communication, Visualization, and Better Prompting38:23 Brand Context and a Conversation-Based Workflow40:15 AI Obsession, Burnout, and Side Projects41:38 Hiring Designers in the AI Era44:47 Knowing Your Value as the Tools Improve46:32 AI Video, Higgsfield, and Planning Before Generating48:34 Small-Team Agility and Corporate AI Adoption51:29 AI Policies, Sensitive Data, and Financial Boundaries55:20 Using Claude to Support Ongoing Learning56:27 Bay Edge Media’s Brand BIOS Approach58:55 WordPress, Website Builders, and Custom Branding01:01:55 A Personal Story: Creating a Book After Losing a Family Dog01:04:59 Where to Find Kaycee and Closing Thoughts#ArtificialIntelligence #AI #GraphicDesign #Branding #CreativeDirector #ClaudeAI #ChatGPT #AIDesign #AIArt #SmallBusiness #MarketingAgency #Entrepreneurship #Figma #AITools

Can AI lighten the load of motherhood and business? Maryann joins Samantha and Brittany to share how she uses ChatGPT for meal planning, school emails, business paperwork, and Bible study—and how she built a website with AI. Plus, an honest conversation about parenting boundaries and the confidence to try something new.Chapters:00:00 Meet Maryann01:12 Getting Started with ChatGPT02:39 Meal Planning, School Emails & College Applications04:17 Kids, Schoolwork & Responsible AI Use09:25 Parenting Concerns & AI Boundaries13:29 Using AI While Traveling14:51 Basketball Highlights & College Recruiting16:43 Business Paperwork, Permits & Budgets21:10 Building a Website with AI26:44 Organizing Business Expenses33:41 Finding Confidence to Start Something New36:28 Faith, Bible Study & Business Ideas40:13 How We Talk to AI44:13 AI Relationships & Robots at Home49:42 Robots, Chores & Raising Kids55:04 Closing Thoughts#ChatGPT #AIForEverydayLife #Motherhood #AIForBusiness #AIPodcast

Vishail Singh, Chief Investment Officer at OneWealth Investors, joins Samantha Viola Wilson on Intelligence Resources to show how AI actually shows up inside a wealth practice — and where he draws a hard line.He walks through swapping Excel macros and half-day meeting prep for Claude market/macro research and Grok templates, why he won’t let AI pick stocks or “think for him,” and how robo-advisors already taught the industry that clients still want a human. They dig into compliance trails through meeting notes and Salesforce, research agents that run through Python to cut token burn, a private-market path for clients who keep asking how to get into OpenAI and Anthropic early, and personal experiments with Muse versus Grok on payments and guardrails.Connect with Vishail:LinkedIn: https://www.linkedin.com/in/vishailsingh/Email: [email protected] this episode was useful, comment with how you’re using AI at work, like the video, and subscribe for more real operator stories every Tuesday. Free prompts and playbooks: https://intelligenceresources.ioCHAPTERS0:00 Welcome — Vishail Singh, CIO, OneWealth Investors1:05 Background: manufacturing → banking → wealth1:43 Before vs after AI: Excel macros to meeting-ready2:14 Stack: ChatGPT, Claude, Grok (and early Muse)3:10 Claude for daily market/macro research3:19 Grok for Excel and asset-allocation templates4:06 Contain AI to one task — don’t let it loop4:12 Mistakes, hallucinations, and broken Claude skills5:01 Human in the loop + finance parameters6:05 Why AI doesn’t choose the stocks7:01 Fake “investment committees” and Reddit risk8:05 Robo-advisors failed — clients still want humans9:51 Coaching behavior vs AI that just agrees with you11:43 Will fees drop? What AI still can’t do14:18 Half-day prep → ready before the morning meeting15:27 Compliance, Zoom note-takers, and audit trails17:32 Salesforce + AI search instead of Excel hunts18:43 In-person notes, templates, and wearables20:26 Grok Bot workflow and token burn21:02 Python + agents as a research team23:09 Fighting AI slop with tight outputs25:13 Grok in the car / Tesla and family reactions28:29 Industries most disrupted (law, robotics, biotech)32:01 Fund, SPVs, and private access to AI names34:41 “How do I invest in OpenAI / Anthropic?”35:11 Personal AI: Muse marketplace test + payment guardrails39:24 Muse vs Grok Bot UX41:11 Blend of models (and Chinese AI / IPOs)42:35 Where to find Vishail — like, comment, subscribe#ArtificialIntelligence #WealthManagement #FinTech #AIAgents #CIO #Investing #ClaudeAI #Grok #Productivity #Entrepreneurship

She lived through Y2K, sold for Microsoft, and bet early on the cloud. Now Carmen Aviles is building AI agents on a Mac mini, and she says this wave is bigger than all of them.Carmen Aviles has spent more than 40 years in tech. Her path runs from shipping e-learning on CDs across Latin America to SAP implementations during the Y2K panic, Microsoft's partner ecosystem, and one of South Florida's first Office 365 practices. Today she's the founder of Aviles AI and helps small and midsize businesses adopt AI without breaking what already works.Hosts Samantha Viola Wilson and Brittany George ask her what Y2K can teach us about the AI rush and whether AI will really take jobs in the next five years. They also get into how CEOs can get their teams to adopt it: role by role, with incentives, starting from the top. Carmen gives an honest account of building a six-agent real estate marketing system, including the cron job that burned $135 in one day. She explains how Jake Van Clief's Interpretable Context Methodology (ICM) brought her cost down to about $10 per run.IN THIS EPISODE:- How is the AI rush like Y2K, and how is it different?- Will AI replace jobs in the next 5 years?- How do you get employees to adopt AI? (role-based rollout)- Is Microsoft behind in AI? (Copilot, Copilot Studio, GitHub)- How do you cut AI agent token costs?- Cloud vs. local AI models: who owns your data?- Using NotebookLM as a personal AI tutorCHAPTERS00:00 Meet Carmen Aviles ("Abuela")00:53 Shipping e-learning on CDs across Latin America02:23 Y2K, SAP, and the panic that looks like today's AI rush05:16 Getting hired at Microsoft (via cassette voicemail)07:11 Betting early on Office 365 and the cloud09:40 First AI "wow": 2-hour research cut to 30 minutes10:37 The OpenClaw obsession and a 6-agent marketing system12:13 Y2K vs. AI: what's the same, what's different13:40 Early adopters, proof-of-concept people, and skeptics16:26 Will AI take jobs? Carmen's 5-year outlook18:32 Kids, critical thinking, and AI in education20:35 NotebookLM as a personal AI tutor23:22 How CEOs get teams to adopt AI25:28 Free Microsoft AI courses and the partner opportunity27:55 AI adoption has to start at the top29:30 Is Microsoft behind in AI? Copilot, models, GitHub34:32 Copilot Studio inside Teams: worth $30 a month?37:16 Token costs and the $135 cron job mistake40:26 Building vs. monetizing: the honest update43:09 ICM: the folders-and-files method that cut costs46:53 Protecting your IP when vibe coding48:07 Obsidian, Skool, and knowledge graphs50:47 Cloud vs. local models: who owns your data?54:44 AI glasses and DIY robots58:13 Personal AI: ChatGPT for life, Claude for business1:00:44 How to reach CarmenRESOURCES MENTIONED- OpenClaw- Interpretable Context Methodology by Jake Van Clief: https://arxiv.org/abs/2603.16021- Clief Notes community on Skool: https://www.skool.com/cliefnotes- Google NotebookLM- Microsoft Copilot Studio- GitHub- Obsidian- Brilliant Labs Halo AI glassesCONNECT WITH CARMEN AVILESBusiness Optimization & Adoption Consultant | Founder, Aviles AI🌐 https://avilesai.com💼 LinkedIn: https://www.linkedin.com/in/carmenavilesaiconsulting/📸 Instagram: @caviles812✉️ [email protected]🏡 Buying or selling residential or commercial real estate in South Florida? Carmen is a licensed realtor. Reach out by email.