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

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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.
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.
Every person leaves with one process that now runs through AI.
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.
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.
Invoices, bills and contacts read into the supplier chase and the job cost note. Nothing is written back without a person approving it.
The week's jobs out as an export or by API, the schedule note and the customer updates back in.
Job cards and site notes in, job summaries and quote follow-ups out.
Project and service jobs exported, scheduling notes and material lists drafted.
Jobs and timesheets exported to Sheets, the weekly summary written from them.
Stock on hand and lead times in, the reorder list and draft purchase orders out.
Stock and sales order exports read for the reorder summary and the backorder list.
Orders and inventory exported, so the fulfilment note and the low stock alert draft themselves.
The working home for every export. Gemini in Sheets and Copilot in Excel write the report from the tab.
The task list read into the weekly update, and the actions from a meeting written back as cards.
The glue when a system has no connector: a new job or order triggers the draft.
The same triggers, with n8n for teams that want the workflow on their own server.
Sorts the operations inbox before the LLM drafts the replies.
Vendor documentation: Xero developer documentation, Claude custom connectors, Microsoft 365 Copilot overview.
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.

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 DavisOwner, Waikato Sheds
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.
Every review from our Google Business Profile.
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.
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.
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.

The real measure of an AI workshop isn't how excited your people are when they leave.
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
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
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
Tailored programmes across departments
For organisations wanting to train multiple departments, develop internal AI champions and build long-term workforce capability.






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.
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.
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.
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.
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.
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.
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.
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.
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, Founder, Waboom AI
You'll talk directly with the person who delivers the training.
Rather talk it through? 09 885 9695
Tell us about your business, the tools you're using and what you want your team to achieve.
Less Busy. More Life.
Last updated 15 October 2026 · by Leonardo Garcia-Curtis
Operations AI training
From $1,995 + GST