Topic

Practical AI for business

Apply AI to planning, marketing, operations, sales, and decision-making.

Start with the AI for business course. Over ten lessons it covers research and decision support, planning, marketing, sales and customer work, connectors and permissions, and how to match the depth of review to the consequence of the work. It ends with a 30-day plan naming owners, workflows and the signals that show it is working.

From there the role guides set up a small team of agents for one job, such as a finance close, a legal obligations sweep or a sales pipeline, and the marketing course covers five workflows from research to reporting.

31 learning resources

AI for business courses and guides

01
Course · Beginner

AI for business: the practical essentials

Use AI to plan, research, communicate, and operate faster - without losing judgment, security, or brand quality.

1 hr 25 min
02
Tutorial · Intermediate

Create your first reusable AI skill

Package a workflow you already know into a reusable Oppermind skill your team can run consistently.

15 min
03
Tutorial · Beginner

Build an AI-ready brand kit

Give Oppermind the voice, visual rules, and examples it needs to create consistently on-brand work.

17 min
04
Guide · Beginner

Connect your business tools safely

Understand connectors, permissions, and scope before bringing live business context into an AI workflow.

12 min
05
Course · Intermediate

Plan and track a project in the Project editor

Build a schedule from chat, link the work, set working days and owners, then save a baseline and track slippage against it.

52 min
06
Course · Intermediate

Draft, cite and merge in the Document editor

Draft a document from chat, give it structure, rewrite and translate it, look up and cite sources, run a mail merge, comment on it, export to Word and review a stack of contracts in a grid.

59 min
07
Course · Beginner

Build and edit spreadsheets in the Sheet editor

Start a sheet from chat or a template, sort and filter it, write formulas, format and chart it, edit it by asking, then export, comment and share it.

56 min
08
Course · Advanced

Analyse and model figures in the Sheet editor: pivots, Solver and what-if

Summarise a practice's jobs with pivots and slicers, chart and guard the data, then model rates and workload with Goal seek, Solver, scenarios and data tables.

53 min
09
Course · Beginner

Plan your week in the Calendar

Create, move and filter events, change them from chat, set reminders and repeats, bring in project deadlines and move events in and out as .ics files.

45 min
10
Course · Beginner

Plan a month of social posts in the Content Calendar

Ask for a posting plan in chat, read it by date, change it from chat, make pictures and clips, export it, and reopen or import plans.

35 min
11
Course · Beginner

Read, reply to and send email in the Email editor

Connect a mailbox to the desktop Email editor, then read, reply, file and schedule email from the right account, including emails Oppermind drafts for you.

53 min
12
Tutorial · Beginner

Create multiple finished files from one prompt

Plan and produce a coordinated document, presentation, spreadsheet, visual, or other deliverables in one Oppermind workspace.

12 min
13
Tutorial · Intermediate

Build your first Oppermind AI worker

Delegate a repeatable workflow to an AI worker with clear inputs, tools, checkpoints, and a useful definition of done.

18 min
14
Course · Intermediate

Run a company of agents

Hire a five-agent team in waves, run it through a group chat, add a routine that keeps working, and get an honest wrap.

40 min
15
Course · Advanced

Agent operations at scale

Run many agents as an always-on operation: routines and listeners, departments in folders, acceptance checks, duplication for new markets, and supervision from the phone.

33 min
16
Guide · Intermediate

Agents for founders and small business

A small team of agents that researches, plans, quotes and watches the market so a founder can run the business, not the admin.

21 min
17
Guide · Intermediate

Agents for marketing teams

Content planning, brand editing, presentations and competitor monitoring as a team of agents that writes in your brand voice.

21 min
18
Guide · Intermediate

Agents for sales

Customer research, meeting prep, proposals and renewal tracking as a team of agents that keeps a pipeline moving.

21 min
19
Guide · Intermediate

Agents for operations

Status reporting, meeting actions, invoices, deadlines and policy questions as a team of agents that runs the week.

21 min
20
Guide · Intermediate

Agents for product and design

Feedback analysis, research, presentation and code triage as a team of agents around a product decision.

21 min
21
Guide · Intermediate

Agents for construction and trades

Tender alerts, quoting, deadline tracking, invoicing and policy answers as a team of agents for a builder or trade business.

21 min
22
Guide · Intermediate

AI for finance teams

Spreadsheet review, invoice filing, deadline tracking and a month-end status as a team of agents that ties every number back to its source rows.

21 min
23
Guide · Intermediate

AI for legal teams

Contract questions answered from your documents with the clause cited, obligation and renewal sweeps, meeting actions and background research as a team of agents that drafts and organises but does not give legal advice.

21 min
24
Guide · Intermediate

AI for HR teams

Onboarding plans from the handbook, interview preparation from the role description, handbook questions answered from the approved documents and a weekly hiring pipeline as a team of agents.

21 min
25
Course · Intermediate

Five AI workflows for modern marketing teams

Plan campaigns, research audiences, create on-brand assets, repurpose content, and report on performance.

45 min
26
Course · Intermediate

Build a live artifact or custom AI tool

Turn a business need into an interactive artifact or customer-facing tool, test it in preview, and prepare it for safe delivery.

42 min
27
Tutorial · Advanced

Add a custom MCP connector safely

Connect a hosted Model Context Protocol server, verify access, attach it to a chat, and keep organization policy in view.

16 min
28
Tutorial · Intermediate

Install and use Oppermind Desktop

Pair your PC, choose Desktop co-pilot mode, follow live progress, and keep native computer actions behind clear permissions and control.

18 min
29
Tutorial · Beginner

Use Oppermind in Word, Excel, and PowerPoint

Install the Microsoft Office add-ins and use Lato inside the live document, workbook, or presentation you are already editing.

21 min
30
Course · Beginner

Oppermind Developer API quickstart

Create a scoped API key, make your first Lato text request, read usage metadata, and handle failures safely from a backend.

45 min
31
Guide · Intermediate

Ship a production-ready Lato API integration

Design the server boundary, permissions, reliability controls, observability, cost safeguards, and versioning workflow around Oppermind’s API.

30 min

Also useful

Skills docs Brand kits docs Connectors docs AI workers docs Routines and listeners docs Agent teams and the Marketplace docs Create and manage Skills docs Custom connectors and MCP docs Live artifacts and custom tools docs Desktop Agent and Desktop co-pilot docs Word, Excel, and PowerPoint add-ins docs Developer API overview docs API keys and authentication docs Text, image, and video endpoints docs Reliability, errors, and rate limits docs Versioning, OpenAPI, and deprecation docs