AI Live Chats: Enhancing Business Operations

In the first AI Live chat on LinkedIn, Kelsey interviews CIT President and CEO Kyle about how he uses Claude Code as an agent-based executive assistant running locally on his MacBook. Kyle describes building MCP connectors into business systems like Halo (ticketing/PSA), NetSuite (financials), email, and team chats, plus using “skills” that load only when needed to save tokens and cost. He explains how he prompts in plain language while the AI helps build the setup, and shares examples like generating daily “morning” and end-of-day recaps, creating customer health summaries, and quickly producing spreadsheets to identify inactive customers by correlating invoicing and support data. They discuss rapid shifts in AI-assisted coding, data quality checks, ROI, and how AI may transform roles more than replace them.00:00 Welcome And Setup00:47 CEO Nighttime AI Habits01:45 Building A Local Agent03:44 Daily Workflow With Claude05:11 Plain Language Development07:37 Claude For Everyone08:54 Skills And MCP Explained14:19 AI Writing Software Shift16:59 Productivity ROI Examples19:56 Quick Hit Use Cases20:55 Voice Notes to Tasks21:19 Instant Customer Checkins23:14 Reengaging Stale Accounts26:21 Access Permissions and Data Quality28:07 Validating AI Outputs29:28 Cost Value and Key Users31:44 Daily Recap Replacing Dashboards33:37 Agents and the Future of Work36:05 Replacing vs Transforming Roles41:35 Adoption Advice and Wrap Up