AI Workshop

Session 2: AI For Firm Partners and Owners

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This session showed how to get more out of your AI assistant once it's connected to Clockwork's MCP server. We walked through building a market-mapping dashboard from a rough prompt to a finished product, and shared ready-to-use prompts from the Clockwork Prompt Playbook for reports, dashboards, and daily summaries.

Key takeaways:

  • Prompting is iterative: expect several rounds of refinement, and block real time for it.
  • Turn a working prompt into a Skill so you and your team can rerun it with a short phrase.
  • Playbook prompts cover contact debriefs, a daily project pulse, project and partner dashboards, and a CFO revenue view.
  • Working with HTML dashboards as outputs.
  • Get Knowledge is the tool that feeds your AI assistant Clockwork's reference data

If you missed AI Workshop 1 you can always rewatch it here

Watch the full session recording below:

 

Additional Resources

Linked below are some additional resources we referenced during the session.

AI Prompt Playbook

A list of in-depth prompts to help you get started using Clockwork with your AI Assistant (Claude/ChatGPT)

Connect Claude/ChatGPT To Clockwork

Ask / prompt your AI Assistant (ChatGPT, Claude, etc.) how to connect to Clockwork's MCP Server. 

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