Connecting AI to your data

How to leverage business data with AI?

  • ChatGPT
  • Claude
  • Microsoft Copilot

1960 € per session, excl. VAT

In short

This course, for business teams and collaborative tool managers, teaches how to connect ChatGPT, Claude, or Microsoft Copilot to authorized sources. Participants build a traceable workflow for research and production, delivering a map of sources and permissions and an action control checklist, for more structured information management and reliable deliverables.

Why this training?

The problem
Teams struggle to effectively leverage their internal data with generative AI assistants.
What it costs today
This results in laborious searches, fragmented information, and deliverables lacking traceability or reliability.
Why this skill
This skill is necessary to connect AI tools like ChatGPT, Claude or Microsoft Copilot to authorized data sources for structured information production.
What you gain
Participants and the company develop improved reliability of the information obtained and autonomy in using AI assistants.

Objectives of this training

  • Distinguish between different types of source integration (attached file, connector, app, action).
  • Define the reading scope, access rights, and responsible parties for data sources.
  • Search for information reliably within an authorized source.
  • Cross-reference results obtained from different authorized sources.
  • Produce a synthesis or brief with verifiable references.

Who is it for and what are the prerequisites?

Roles and tasks concerned

  • Collaborative tool managers
  • AI referents
  • Business team members using AI assistants
  • Information management specialists

Prior skills

  • AI Fundamentals and AI Prompting completed, or equivalent experience (a learning prerequisite, not a registration condition).
  • Knowledge of company business processes
  • Understanding of internal data sources
  • Familiarity with using AI assistants
  • Ability to identify business use cases
  • A paid subscription to an AI solution offering the features used, the organisation’s authorisation for third-party tools, and the actual accounts and access rights.

To prepare before the session

  • One computer per participant is required.
  • Participants must have access to the selected AI tools and a business case to work on.
  • Necessary accounts and licenses must be verified before the session.

What you will work on

  1. Understand Integrations

    The participant can identify useful sources and available functionalities based on AI accounts.

  2. Prepare Access

    The participant is able to define the reading scope, rights, and responsible parties for data.

  3. Build a Practical Case

    The participant can search for and produce verifiable deliverables using authorized sources.

  4. Control Actions

    The participant knows how to distinguish work phases and test human validation and potential errors.

What you take away

  • A map of sources and access permissions.
  • A tested and operational workflow.
  • A checklist for controlling AI actions.
  • Completed templates and an action plan for the company.

Method and assessment

  • Demonstrations with explanations using a concrete case
  • Guided exercises followed by application to your role
  • Peer review of results and source verification
  • An individual or team action plan

Assessment is formative: participants complete and review a practical case linked to the intended deliverable (A source and permission map, a tested workflow and an action-control checklist). Criteria include meeting the brief, accuracy, checks performed and the ability to explain decisions. Each participant identifies an application to test in their own work.

Frequently asked questions

What concrete result does this training bring to my team?

Your team will be able to create traceable workflows for information retrieval and production. This allows for more structured information management and reliable deliverables, using AI assistants with internal data.

Who should participate and what should one know before the session?

Collaborative tool managers, AI referents, and business team members should participate. It is essential to have knowledge of business processes, internal data sources, and be familiar with the general use of AI assistants.

What data or documents will we use and how will our information be protected?

We will work on a business case provided by participants, using fictitious or anonymized data. All information is treated with the utmost confidentiality and is not stored or shared.

What exercise will be performed on our business case?

You will develop a concrete workflow for searching and producing information from your internal data. This includes connecting AI assistants like ChatGPT, Claude or Microsoft Copilot to your authorized sources.

What are the limitations of the tool and who validates the result?

The training will address the limitations of generative AI assistants and the importance of human oversight. You will develop a control checklist to validate the actions and results obtained by the AI.

How does the training adapt to our business and specific cases?

The session is centered around a specific business case brought by the participants. Practical exercises and discussions are adapted to meet the needs and contexts specific to your organization.

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