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Rochester Brainery
Beyond
ChatGPT

How to use AI beyond the basics and make it part of your everyday life.

Tonight
What We'll Cover
01

Foundations

The tools, your stack, and where Copilot fits

02

Productivity

Get real work done faster

03

Agents

The main event — AI that takes action

04

What's Next

Tools to explore and your action plan

Foundations
AI in Plain English

AI is pattern recognition that got really, really good. You've been using it for years.

Netflix

Knows what you want to watch next

Your Phone

Finishes your sentences as you type

Spotify

Builds playlists around your taste

Gmail

Suggests replies to your emails

The difference now? You can direct it. Tell it exactly what to do.
Quick show of hands

Who uses Copilot every day? Who's tried ChatGPT, Claude, or Gemini?

Your Stack Today
You Already Use AI: Copilot

Microsoft Copilot is a great start. It lives right inside the apps you already work in.

Outlook

Drafts and summarizes email without leaving your inbox

Excel

Writes formulas and surfaces trends in your spreadsheets

PowerPoint

Turns a document into a first-draft deck in seconds

The catch: Copilot helps you inside one app at a time. Tonight we go beyond that — AI that works across your whole stack and takes action for you.
The Big Three
ChatGPT vs Claude vs Gemini

ChatGPT

The Swiss Army Knife

Widest range of built-in tools. Image generation, voice mode, data analysis, browsing. Largest community.

Free → Go $8 → Plus $20 → Pro $200

Claude

The Thoughtful Writer

Best at long documents, reasoning, nuanced writing, and coding. Follows instructions precisely. Least hallucinations.

Free → Pro $20 → Max $100-200

Gemini

The Google Native

Wired into Gmail, Docs, Drive, YouTube. Best AI video generation. If you live in Google's world, this is yours.

Free → AI Pro $20 → Ultra $250
Good news: Copilot already runs GPT-5 and Claude under the hood — you're using this tech. All three are free to try and ~$20/mo paid. Choose by fit, not price.
Models
Picking the Right Model

Most people use whatever loads by default. That's like driving a sports car in first gear.

PlatformQuick TasksHard Problems
ChatGPTDefault fast modelGPT-5.5 (paid)
ClaudeSonnetOpus
GeminiFlashPro
Rule of thumb: Fast mode for quick questions. Smart mode for hard problems.
Better Results
How to Get Better Results

The quality of what you get out depends entirely on what you put in. A few small changes make a huge difference.

Be Specific

"Write a professional 3-paragraph email to a client explaining a 2-day delay on their deliverable and proposing a new date" beats "write an email about a delay"

Give It a Role

"You are a financial analyst. Review this budget and flag the three biggest risks..." gets sharper, expert-level answers than asking cold

Show Examples

"Here's an email I wrote that I like the tone of. Write the next one in the same style." It adapts to your voice.

Iterate

Don't accept the first answer. Say "make it shorter," "more casual," "add a specific example." Treat it like a conversation, not a search.

Ask the room

Who has tried AI and felt like the results were just... meh? What did you ask it?

Productivity
Your Daily-Work Superpowers

Most people use 10% of what these tools can do. Here's where they save you real time at work.

Documents

Drop in a 30-page report and get a summary with the key decisions and action items

Spreadsheets

Paste data and ask it to find trends or anomalies, or write the Excel formula you need

Email & Meetings

Draft replies in your voice; turn messy meeting notes into a clean follow-up plan

Compare & Decide

Put two contracts or vendor quotes side by side and ask it to compare and recommend

Real example

After a long planning meeting I pasted a wall of rough notes into Claude and asked for a structured summary: decisions made, owners, and next steps with dates. What used to take half an hour of cleanup came back in under a minute, ready to send to the team.

Common Questions
Privacy, Safety & Cost

Is my data safe?

You can opt out of training, and business and enterprise tiers keep your data private and out of any model. Still, treat it like a smart coworker: share context, not passwords or credentials.

Do I need to pay?

Free tiers are surprisingly good in 2026. You can get real work done without spending anything. Upgrade when you hit limits that actually bother you, not before.

Can I trust the answers?

AI can be confidently wrong. Always verify important facts. Think of it as a brilliant first draft, not a final answer. Claude tends to be most careful about accuracy.

Will it replace my job?

AI replaces tasks, not people. The people who learn to use it will outperform those who don't. That's why you're here tonight.

Agents
What Is an AI Agent?

An agent doesn't just answer questions. It takes action.

Chatbot

You ask, it answers

One exchange at a time. No memory. No follow-through.

Agent

You delegate, it executes

Multiple steps. Uses tools. Makes decisions. Completes the task.

Think about it

What's a repetitive task you wish someone else would just handle for you?

Real example

I had personal projects I'd wanted to build for years but kept hitting walls. I used AI to think through the parts I didn't understand, identify problems I hadn't anticipated, uncover hidden costs, and find workarounds. It became a thinking partner, not just a tool.

The Shift
Where Copilot Stops, Agents Begin

A chatbot waits for your next message. An agent takes a goal and runs with it.

Assistant (Copilot)

Helps inside one app

You stay in the driver's seat, one prompt and one app at a time

Agent

Works across your stack

Multiple steps, multiple apps, takes action, and hands back a finished result

The rest of tonight: three ways to put agents to work — Gumloop, n8n, and Claude Cowork.
Tools
Meet Gumloop

A free, visual platform for building AI agents. No coding required.

Free Tier

Generous free plan to get started and build real automations

Visual Builder

Drag-and-drop interface. See your entire workflow visually

Gummie

Describe what you want in plain English. It builds the automation for you

Why it matters

It's the most approachable on-ramp to agents — describe the workflow in plain English with Gummie, and connect your tools with built-in MCP nodes.

Showcase
An Agent
in Action

Here's a receipt & invoice tracker built in Gumloop — four steps, no code.

Step 1

Watches your inbox

Step 2

Finds emails with receipts

Step 3

Extracts vendor, amount, date

Step 4

Logs them to a spreadsheet

Ideas
Agents Worth Building

A few that pay for themselves the first week. Each one is a workflow you'd describe in plain English.

Morning Briefing

Your calendar, top news, and priorities in one email each morning

Content Repurposer

Paste a link, get a post, an email draft, and key takeaways

Lead Router

New form submissions summarized and logged straight to your CRM

Research Monitor

Track a topic and get a weekly digest of what's new

The point

You describe what you want in plain English, and the AI builds it. No code, no technical background.

Tools — Deeper Cut
n8n: For the Technical Team

Same idea as Gumloop, more control. Open-source and self-hostable — worth knowing if you have IT or developer resources.

Open Source

Run it on your own servers so sensitive data never leaves your walls

Full Control

Hundreds of integrations and custom code when a workflow needs it

Built to Scale

The choice when automations get complex or business-critical

For advanced users — start with Gumloop for speed; reach for n8n when you need depth, self-hosting, or to keep data in-house.
The Main Event
Claude Cowork

A teammate on your own computer. Give it a goal and it works across your files, apps, and browser — then hands back a finished deliverable.

You set the goal

"Pull these five reports into one summary deck" — in plain English

It does the work

Reads and edits files in folders you choose, fills forms, navigates the web

You get the result

A real draft, spreadsheet, or document — not just instructions

It's Claude Code's power, made for knowledge work. On Mac & Windows for paid Claude plans.
Cowork
What It Can Actually Do

Tame Files

Point it at a messy folder — it sorts, renames, and dedupes downloads and attachments

Build Documents

Hand it source files; get back a structured first-draft report or summary

Work the Browser

Fills forms, pulls info from sites, handles repetitive web tasks for you

Crunch Data

Reads and reconciles spreadsheets and CSVs, then writes up what it found

Connect your whole stack with MCP

MCP is an open standard — think USB-C for AI. It plugs Claude into Google Drive, SharePoint, Slack, Notion, and thousands more, so Cowork works with the tools you already use. Plugins tailor it to a specific job, from finance to marketing.

Augment or Replace
Cowork vs Copilot

Copilot is a great assistant. Cowork is closer to a coworker. Many teams use both — Copilot in the moment, Cowork for the heavy lifting.

 Microsoft CopilotClaude Cowork
Where it worksInside one Office appAcross your files, apps & browser
How you use itPrompt by promptGive a goal, it runs the steps
What you getA suggestion to editA finished deliverable
Rule of thumb: Copilot to assist inside a doc; Cowork to get the whole task done.
For the Builders
Claude Code & Codex

For advanced users — if you or your team write code, these are the most powerful agents out there. Totally fine if this one goes over your head.

Claude Code

A pair-programmer in your terminal. Understands a whole codebase and makes changes alongside you. Great for the important 20% — architecture and review.

OpenAI Codex

A cloud agent inside ChatGPT. Give it a task, it works on its own and opens a pull request. Great for grinding through the routine 80%.

The shorthand developers use: "Claude Code for architecture, Codex for keystrokes." Even non-coders use them to automate scripts and data tasks.
Make It Stick
What to Do Monday Morning
01

Pick One

Choose a platform and go paid where it earns its keep

02

Automate One Task

Rebuild one weekly chore as a Gumloop agent

03

Try Cowork

Point it at one folder or report and see what it returns

04

Share a Win

Show one teammate what you built this week

Start with one. Momentum beats perfection — pick a single task this week and let it prove itself.
On the Horizon
Your Own 24/7 Assistant

The frontier: open-source agents you self-host — they live on your own machine, remember you, and reach you on the apps you already use. Two worth watching.

OpenClaw

Self-hosted personal assistant reachable from WhatsApp, Telegram, Slack, and more. Huge community with 50+ integrations.

Hermes Agent · Nous Research

Open-source agent with a built-in learning loop — it builds skills from experience and gets sharper the longer it runs. Runs on a $5 server; your data stays yours.

The point: you're not locked into one vendor. Powerful, private, self-hosted options are already here — early, but a clear sign of where this is heading.
Recap
Key Takeaways
  • Copilot is the floor, not the ceiling — there's a lot more on the table.
  • The right model matters. Switch from fast to smart when accuracy counts.
  • Agents move you from asking questions to delegating tasks.
  • Gumloop to start, n8n for depth, Claude Cowork to work across your stack.
  • Don't boil the ocean. Automate one task this week.
Resources
Your Cheat Sheet

Everything from tonight in one place. Model comparisons, starter prompts, tools, and links.

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Thank You
Questions?

Thank you for spending your evening learning something new.

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