Optimising AI
By the end of today
What you'll walk out knowing.
- The three rungs of AI: Chat, Delegate, Automate
- Which rung you're on now, and what climbs to the next
- Something to take home - a working artefact you can use this week
Who this is for
If any of this sounds like your week, you're in the right room.
- Anyone who writes, researches, drafts, follows up
- Residential, commercial, PM, admin
- Real estate examples - the ideas apply broadly
We're Pivvit Partners
We build AI Operating Systems for businesses that want to use this stuff seriously, not just experiment with it.
1Context
2Data
3Intelligence
4Automate
5Build
Two years in the trenches. Today is mostly the things I wish someone had told me.
Three rungs of working with AI
01
Chat
You ask, it answers. One question at a time, you driving.
02
Delegate
You give it a task, it runs. Hand off the whole job.
03
Automate
It runs without you asking. Scheduled, triggered, working while you're at an inspection.
Chat rung
Claude.ai
Where most of you live right now. Four upgrades that compound.
- Projects - one per topic, client, listing
- System prompts - paste your context, every chat starts informed
- Document upload - drop the PDF, ask questions
- Wispr Flow - voice-to-text everywhere (bonus)
Bonus mention - non-Anthropic
NotebookLM
Different angle on the same rung. Brilliant at researching many sources at once.
- Up to 50 documents per notebook
- Cited answers, summaries, audio overviews
- Market reports, regulatory PDFs, comparable sales packs
Delegate rung
Claude Cowork
"Claude Code power for knowledge work."
- Hand off the whole job, not the next question
- You describe the outcome - Cowork runs, you review and ship
- Output is an artefact: dashboard, document, deck, brief
Automate rung
Claude Code
Where I live. Three things I've built.
01This presentation
02Morning brief
03Friday autopilot
AIOS - AI Operating System
Like Windows runs your computer, your AIOS runs your business.
Layer 1
Context
Your AI understands your business
Layer 2
Data
Your AI sees your numbers in real-time
Layer 3
Intelligence
Your AI watches everything and briefs you daily
Layer 4
Automate
You audit every task. Then start crossing them off.
Layer 5
Build
Your bandwidth is free. Now you choose.
Use tools for the problems you're solving.
Not the shiny new toy because it's cool.
Not the shiny new toy because it's cool.
- the lens for everything else today
pivvit-harcourts.pages.dev
Build your AI's context
15 minutes. Any AI tool. A one-page document that makes every chat from now on already know who you are.
Thanks for having me.
If you want to talk about what's next:
pivvit.ai/get-in-touch