Free Lesson
Automate Business & Finance w/ Claude Code, Cowork & Copilot
60 min
Mar 19, 2026 1:00 PM
Virtual (Zoom)
In this video
What you'll learn
How to build AI agents with Claude Code & CoWork
Create agent workflows that research, analyze, and generate outputs automatically.
How to automate business & finance workflows
Use AI agents to perform tasks like company research, financial analysis, and report generation.
Generate Reports, Excel Models & Slides Automatically
Turn raw data into structured outputs such as Excel analysis, PDFs, and presentation decks in minutes.
AI Agents in Finance Learning Path & Skills in 2026
Walk away with a clear learning roadmap of tools, skills, and how to future-proof your Business & finance careers
Why this topic matters
Building AI agents that automate real business & finance work is one of the most valuable skills of 2026. In this session, you’ll see how Claude Code, CoWork, & Copilot agents automate business and finance tasks; from research and analysis to generating reports and presentations. You’ll also leave with a clear roadmap for how professionals can start building and using AI agents in their own work.
You'll learn from

Dr. Ryan Ahmed
Professor & AI expert | 510K+ students worldwide.
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