Optimising AI

Harcourts Pinnacle
Thursday 30 April 2026 - 9:00am Aspley

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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

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Who this is for

Real estate examples - the ideas apply broadly.

Anyone who wants their time back - hours, evenings, weekends
Writes, researches, drafts, follows up - whatever fills your day
Residential, Commercial, Property Manager, Admin

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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.

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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.

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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)

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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

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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

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Automate rung

Claude Code

Where I live. Three things I've built.

01This presentation 02Morning brief 03Friday autopilot

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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.

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Use tools for the problems you're solving.
Not the shiny new toy because it's cool.

- the lens for everything else today

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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

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