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  1. Home
  2. /AI Team Training
  3. /Operations Teams
Corporate AI training forChatGPTClaudeGeminiMicrosoft CopilotZapiern8n

AI trainingfor operations teams.

Your team stops retyping job notes, reorders, SOPs and the weekly report by hand.

Waboom AI runs AI training for operations teams on Claude, ChatGPT or Copilot, connected to Xero and your job system.

Plan your operations team's training5.0★★★★★From 23 Google reviews (opens in a new tab)

From $1,995 + GST, includes 10 people.

Operations team in a Waboom AI training session working on their own job and stock systems
2,000+
professionals trained
NZ and Australia
teams across both countries
Onsite or online
from one team to a full room

Trusted by leading NZ & AU businesses

Barfoot & Thompson
Xero
Red Bull Racing
BCITO
Metalcraft Roofing
Good George Brewing
Spicers
Sprint Fit
Tile Depot
Barfoot & Thompson
Xero
Red Bull Racing
BCITO
Metalcraft Roofing
Good George Brewing
Spicers
Sprint Fit
Tile Depot

And 50+ more businesses across New Zealand & Australia

TL;DR

We run AI training for operations teams on the systems they already use. Each person brings a week of jobs from Fergus, ServiceM8 or simPRO, a stock export from Unleashed or Cin7, or last Friday's report. They build one finished piece in the room on Claude, ChatGPT or Copilot. Three hours onsite in NZ or Australia, or online, from $1,995 + GST for 10 people. Bring one process you still run by hand.

Why has AI not reached the operations desk yet?

Operations runs on the job system, the stock system, Xero and a spreadsheet. None of them open in a chat window, so the team uses ChatGPT for the odd email and keeps retyping the rest.

The admin is the same every week: job notes, reorders, supplier emails, the Friday report. That is exactly the work an LLM does well, once it can read the source.

The busiest team in the building has had the least help from AI.Waboom AI connects the systems first, then trains the people.

What changes after AI training for operations teams?

Every person leaves with one process that now runs through AI.

An SOP written from a recorded walkthrough.

Record the process once on Teams or Loom. The LLM writes the SOP as numbered steps with the checks, and the person who does the job corrects it.

Job scheduling notes drafted from the job system.

Export the week's jobs from Fergus, ServiceM8 or simPRO. The LLM drafts the schedule note, flags the clashes and writes the customer updates for the office to send.

A reorder list from the stock export, checked by a person.

Load the Unleashed or Cin7 export with the lead times. The LLM lists what runs out before the next delivery and drafts the purchase orders for sign off.

The weekly ops report written from the sheet.

Paste the Sheets or Excel tab and get the report in last week's format, with the exceptions on top. The operations manager edits it instead of writing it.

What does your operations team do differently on Monday?

They open the job system and the stock export, and let the LLM write the first draft. The ops manager turns a recorded walkthrough into an SOP. The office drafts the supplier email from the order. The Friday report starts from the sheet. Each of them has done it once in the room.

SOP from a recorded walkthrough

Record the process once on Teams or Loom and give the transcript to Claude or Copilot. The SOP comes back as numbered steps with the checks and tools listed.

  • Claude Projects
  • Copilot in Teams
  • Google Docs

Email triage rules for the operations inbox

Sort the shared inbox into quotes, supplier updates, job changes and complaints. Outlook rules do the sorting and the LLM drafts the routine replies.

  • Outlook rules
  • Copilot in Outlook
  • Gmail

Job scheduling notes from Fergus, ServiceM8 or simPRO

Export the week's jobs, paste the list, and get the schedule note with the clashes flagged and the customer updates drafted.

  • Fergus
  • ServiceM8
  • simPRO
  • Claude

Stock reorder summary from Unleashed or Cin7

Load the stock on hand and the lead times. The LLM lists what runs out before the next delivery and drafts the purchase orders for sign off.

  • Unleashed
  • Cin7
  • ChatGPT
  • Excel

Supplier comms drafted from the order

Paste the purchase order or the Xero bill. The LLM writes the chase email, the delivery query and the short update for the site.

  • Xero
  • Outlook
  • Claude

Weekly ops report from Sheets or Excel

Paste the week's tab and get the report in last week's format, exceptions first. The ops manager edits it instead of writing it.

  • Google Sheets
  • Copilot in Excel
  • Gemini in Sheets

Which operations tools can we connect to Claude, ChatGPT or Copilot?

Xero has a public API and connects to Claude through its MCP server or Zapier. Fergus, ServiceM8 and simPRO connect by export, API or Zapier. Unleashed and Cin7 export to Sheets or Excel, which Gemini and Copilot read directly. We confirm the stack at the planning meeting.

  • Xero

    Invoices, bills and contacts read into the supplier chase and the job cost note. Nothing is written back without a person approving it.

  • Fergus

    The week's jobs out as an export or by API, the schedule note and the customer updates back in.

  • ServiceM8

    Job cards and site notes in, job summaries and quote follow-ups out.

  • simPRO

    Project and service jobs exported, scheduling notes and material lists drafted.

  • Tradify

    Jobs and timesheets exported to Sheets, the weekly summary written from them.

  • Unleashed

    Stock on hand and lead times in, the reorder list and draft purchase orders out.

  • Cin7

    Stock and sales order exports read for the reorder summary and the backorder list.

  • Shopify

    Orders and inventory exported, so the fulfilment note and the low stock alert draft themselves.

  • Google Sheets and Excel

    The working home for every export. Gemini in Sheets and Copilot in Excel write the report from the tab.

  • Asana, Monday or Trello

    The task list read into the weekly update, and the actions from a meeting written back as cards.

  • Zapier

    The glue when a system has no connector: a new job or order triggers the draft.

  • Make or n8n

    The same triggers, with n8n for teams that want the workflow on their own server.

  • Outlook rules

    Sorts the operations inbox before the LLM drafts the replies.

Vendor documentation: Xero developer documentation, Claude custom connectors, Microsoft 365 Copilot overview.

Which operations teams has Waboom AI trained?

Waikato Sheds trained with us in their own boardroom, and the team now uses AI daily. The Xero team's workshop is below. Metalcraft Roofing, Tile Depot and Spicers are company-wide training clients, and their logos sit under the options.

Leo with the Waikato Sheds team working on laptops around their boardroom table

Waikato Sheds

From AI interest to daily adoption

“Had Leo and the Waboom team run AI training for our crew at Waikato Sheds. Wasn't sure what to expect, but they made it practical — prompt engineering, real use cases, stuff we could apply straight away. Team's now using AI daily instead of just talking about it.”
Jason DavisJason DavisOwner, Waikato Sheds

Alpine Print

Adoption led by the director

“Highly recommend Waboom. I've learned so much already. Leo does an amazing job explaining things in a way that's easy to understand and with easy-to-follow examples. The sessions are well structured, engaging, and tailored to suit all levels of experience with AI.”
Shivani NarayanShivani NarayanDirector, Alpine Print

Xero

Making AI accessible across teams

“Waboom trained 50+ Xero employees across all skill levels. The feedback from the team was unanimous: life-changing. Their hands-on approach makes AI genuinely accessible.”
Regan AshworthRegan AshworthHead of Ecosystem Governance, Xero
A full room of attendees at a Waboom AI training workshop

2,000+

professionals trained across New Zealand and Australia

2,000+

professionals trained across NZ and Australia

Inside a Waboom AI session. Tap the speaker for sound.

Google Reviews5.0

What people say on Google

Every review from our Google Business Profile.

Shiv Narayan

Shiv Narayan

2 April 2026

We run a technology solutions business across New Zealand and the Pacific Islands. Getting an entire team — from our IT manager to our admin staff — aligned on AI is not easy. Leo...

Amanda Williams

Amanda Williams

10 June 2026

I recently attended AI training delivered by this organisation, and I can confidently say it was outstanding. From the outset, the facilitator took the time to understand our team...

Nicolene Louw

Nicolene Louw

26 June 2026

We had our AI training session today with Leo from Waboom AI, and it was incredibly insightful! The hands-on workshop went far beyond the basics, giving us practical, real-world to...

Clive and Lisa Donaldson

Clive and Lisa Donaldson

23 June 2026

I thoroughly enjoyed my Claude AI course with Leo. I attend a quite a few courses and I have to honestly say that I actually got usable value out of this one. Thanks Leo!

Shane Griffin

Shane Griffin

21 June 2026

I've attended two Waboom AI training sessions and both have been excellent. Leonardo leads the sessions well and the training material is genuinely useful. I would recommend to any...

Nick Cottier

Nick Cottier

17 May 2026

I’ve been using Claude and Codex ever since one of Leo's workshops to make all sorts of stuff from website monitors to web app dashboards for all sorts of things at work and now an...

How does a Waboom AI operations training session run?

  1. 1

    A 30 minute planning meeting to collect the real exports

    We take a week of jobs from Fergus, ServiceM8 or simPRO, a stock export, a Xero bill and last Friday's report. We confirm the stack: Microsoft 365, Google Workspace or mixed.

  2. 2

    Three or six hours on their own systems

    Each person builds one finished piece in the room: an SOP, a reorder list, a schedule note or the weekly report. Then a second one with less help.

  3. 3

    The connections set up before we leave

    Power User and Builder sessions end with Xero, the job system or Sheets connected through a connector, Zapier or n8n. The team leaves with one workflow it runs itself.

Leo mapping a live AI workflow on a whiteboard during a team workshop
Mapping a live AI workflow for the team's own process.

The real measure of an AI workshop isn't how excited your people are when they leave.

It's what they do differently when they return to work.

AI training for operations teams of every size

AI Foundations

3 hours, includes 10 people

Prompting on job notes, supplier emails and the weekly report, the safe use rules, and one finished SOP per person.

Platform: ChatGPT, Claude, Gemini or Microsoft Copilot

From $1,995+ GST

AI Power User

Most popular

3 hours, includes 10 people

Connect Xero, the job system or Sheets, set up an inbox Project, and build the reorder and weekly report workflows the team keeps.

Platform: ChatGPT, Claude, Gemini or Microsoft Copilot

From $3,995+ GST

AI Builder Bootcamp

6 hours, includes 10 people

A Zapier or n8n workflow that drafts the job note or the reorder the moment a job or order lands. The operations team runs it.

Platform: ChatGPT, Claude, Gemini or Microsoft Copilot

From $5,995+ GST

Company-Wide AI Adoption

Tailored programmes across departments

For organisations wanting to train multiple departments, develop internal AI champions and build long-term workforce capability.

Talk about a programme
XeroTile DepotMetalcraft RoofingSpicersStratexRicohNew Zealand Trade and Enterprise

Every workshop includes 10 people and access to our training videos afterwards. Bringing more people? It's $200 each + GST.

Want to see the method first? The AI Operator workshop is the public in-person session where one person builds a real automation in three hours.

What is AI training for operations teams?

Waboom AI operations team training is a hands-on workshop for operations managers and their teams. It teaches them to use Claude, ChatGPT or Microsoft Copilot with Xero, their job system and their spreadsheets. The team writes SOPs from recorded walkthroughs, drafts reorders from Unleashed or Cin7 exports, and builds the weekly report from Sheets or Excel. It runs onsite anywhere in New Zealand and Australia, or online, from $1,995 + GST for 10 people.

Frequently asked questions

Can you train our team on Fergus, ServiceM8 or simPRO with AI?

+

Yes. We connect Claude, ChatGPT or Copilot to the job system you already use, by export, API or Zapier. The team then drafts schedule notes and customer updates from real jobs.

Can AI write our SOPs from a recording?

+

Yes. Record the person doing the job once, on Teams, Loom or a screen recorder, and give the transcript to Claude or Copilot. The draft comes back as numbered steps with the checks and the tools listed. The person who owns the process corrects it, and that version goes in the SOP library.

Which level does an operations team need, Foundations or Power User?

+

Power User suits most operations teams. Three hours, Xero or the job system connected, and the reorder and weekly report workflows built on live data. Foundations is the right start for a team that has not used AI at work yet. Builder Bootcamp is six hours and adds a Zapier or n8n workflow the team runs itself.

How do we keep job and customer data safe when the team uses AI?

+

Use the business tier of whichever tool you choose, where prompts are not used for training. Connect the system instead of pasting customer records into a consumer chat. The session sets the rules: what can go in, what cannot, and who checks a purchase order or customer update before it goes out.

ChatGPT, Claude or Copilot for an operations team?

+

Use what your company is licensed for. Copilot wins inside Outlook, Teams and Excel. Claude wins on long SOPs and on connectors to Xero and the job system, and ChatGPT is fine for drafts and short replies. We teach the same workflow on all three and show the team a side by side on one of their own jobs.

Can you run this onsite in Australia or across several branches?

+

Yes. We run operations sessions onsite anywhere in New Zealand and Australia, or online over Teams or Zoom. A branch network can run one session per site or one online session for every branch manager. Company-wide programmes add a 30, 60 and 90 day check-in, so you see which weekly process now runs through AI.

Related

  • AI team training (all departments)
  • AI training for sales teams
  • AI training for finance teams
  • The AI Operator workshop
  • Microsoft Copilot
  • Five boring jobs to automate with scheduled Claude tasks
  • Claude Cowork: when to use it
  • Browse the Claude skills directory

Ready to put your operations team on AI?

Tell us the job system, the stock system and the size of the team. We come back with a plan and a date.

Leo Garcia-Curtis

Leo Garcia-Curtis, Founder, Waboom AI

You'll talk directly with the person who delivers the training.

5.0★★★★★From 23 Google reviews (opens in a new tab)

Rather talk it through? 09 885 9695

Discuss your operations team's AI training

Tell us about your business, the tools you're using and what you want your team to achieve.

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Less Busy. More Life.

Last updated 15 October 2026 · by Leonardo Garcia-Curtis

Operations AI training

From $1,995 + GST

Plan your training
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