Most businesses haven’t started with AI yet, and usually for good reason. No policy, no rules, no obvious first step. Craig Morrall and Dr Ana Rojo-Echeburúa spend 45 minutes on where to begin and what goes wrong early. Free, with your questions at the end.
Starts in 9 days
Wednesday 25 November, 13:00. 45 minutes. Free.
Most businesses haven’t started with AI yet, and usually for good reason.
The data’s sensitive. Nobody’s quite sure where it goes. There’s no policy, no rules, and no obvious place to begin. So it gets put off, and the spreadsheet carries on doing the job.
Then there’s the other end. Rolled out to the whole team in a fortnight, no boundaries, no training, and nobody really sure what’s being shared with what.
Neither gets you very far.
Craig Morrall, Co-Founder of Tugger, sits down with Dr Ana Rojo-Echeburúa, Head of FIN. Ana holds a PhD in Applied Mathematics and has worked in AI for over a decade. She now helps finance teams adopt AI with clear outcomes, good governance and their people in control, and advises on secure AI systems for highly regulated sectors. Craig spends his days with businesses connecting their data and working out what to do with it.
Where to start if you haven’t yet. What a policy needs to cover, and why it’s shorter than you’d think. The risks that genuinely catch people out. And what it looks like when it goes well. One finance team we work with had a two-day reconciliation. They now ask a question and get an answer in minutes.
No slides full of theory. Just two people who do this every day, and your questions at the end.
45 minutes.
Register anyway. We send the recording to everyone who signs up, usually the next morning.
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Stop building reports by hand. In this free live session, Craig from Tugger shows you how to get real work out of Claude and your business data. Watch it pull two systems together, build a full board pack, spin up a dashboard, and put your reporting on autopilot.
Don't just take our word for it.
It’s helped me keep my finger on the pulse of each department without having to be down in the trenches to get that pulse.
One of our customers wants a monthly evaluation pack built from thousands of Simpro jobs. It used to take a full day. Now our data reaches Claude through Tugger and the pack comes back in ten minutes, exactly how they want it.
Working with the AI agent through Tugger, blending Simpro, Xero and my other systems together, I came up with a really detailed, factual investigation.
Batch invoicing and reporting used to eat hours of admin time each week, chasing details back and forth between Simpro and our spreadsheets. Now it runs on its own, and because Tugger guides the AI to the right figures, I can trust what comes out.
