Staging environment
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

Dr. Ryan Ahmed

Professor & AI expert | 510K+ students worldwide.

General Motors
HSBC
Samsung
Barclays
Stellantis
See all products from Dr. Ryan Ahmed, Ph.D., MBA