Session Recap WhatsApp Agent Timed Challenge AI Lessons Quiz What's Next Actions
Workshop Recap · 16 March 2026
AI @
Pulse
Created by Rae · Automation and AI Integration Lead
I ran a full-day session on the AI systems I've built and deployed for the team, how to use them properly, and the foundational skills to work better with any AI tool.
The thread running through everything on this page: The quality of AI's output is determined by the quality of the input you give it. AI is only as good as the way you use it. Learn to use it well, and it becomes one of the most powerful tools in your workflow.
Session Recap

What's Already Running at PTH

I started the day with a walkthrough of the AI-enabled systems I've built and deployed for Pulse. You don't need to set any of these up. They're already working for you.

Scheme 01
Meeting Summary
Teams meetings are auto-recorded and transcribed. AI processes the transcript and pushes a clean summary to every attendee's inbox automatically, every time.
Live
Scheme 02
Meeting Actions to Planner
An extension of the summary pipeline. AI extracts action items and creates tasks in Microsoft Planner, assigned to the relevant person. Done before you leave the room.
Live
Scheme 03
QR Code Connection
Every team member has a personal QR code. Someone scans it, enters their email, and receives your contact info instantly. You get CC'd, capturing their email too.
Live
Scheme 04 · Workshop Focus
WhatsApp AI Agent
An 8-branch AI assistant accessible via WhatsApp. Send a message in plain English and it reads your intent, then routes it to the right action. This was the centrepiece of the day.
Live · 8 Branches
Deep Dive · Main Workshop Focus

The WhatsApp Agent

You already have access to the number and have been using it. The session was about understanding exactly what it can do, how it works, and how to get the best out of it.

How to Use It

Open WhatsApp and message the PTH AI number you've been given. Nothing to install, just message it like you would a person.

Type naturally. The agent classifies your intent and routes it to the right branch automatically. To see all options at any time, send: help

Start here: Try the client time log, task, or weather branch first. These are the most immediately useful day to day.

Be specific. The more detail you give, the better the output. Vague in, vague out.

Remember: This is AI. A complete, detailed message takes 10 extra seconds and returns a dramatically better result than a one-liner.
Optional Activity

The Timed Challenge

We ran out of time on the day, so here it is. Three real tasks. Two ways to do them. Run both and see the difference.

The three tasks:
Task 1: Log a task to Microsoft Planner, assigned to yourself
Task 2: Upload a receipt to SharePoint and manually enter the details into the invoicing spreadsheet
Task 3: Check today's weather in Perth
Simulated at speed. In reality these 3 tasks manually take 4-5 minutes.
✗ The Manual Way: 3 apps, switching windows, loading screens
00:00
4-5 min in reality
Click Start to begin
about:blank
Desktop ready
Microsoft 365
Loading your account...
Microsoft 365 — App Launcher
📧 Outlook
💬 Teams
📁 OneDrive
🌐 SharePoint
📄 Word
📊 Excel
📑 PowerPoint
✅ Planner
Scrolled down, found Planner, clicking...
Microsoft Planner
Loading plans...
This can take a moment...
Planner · My Plans
Marketing Team
Sales Pipeline Q2
PTH Team
Personal Tasks
PTH Team · Board
TO DO
Review proposal
+ Add task
IN PROGRESS
Client deck
DONE
PTH Team · New Task
Task name
Review marketing proposal by EOD Friday
Assigned to
Me
Due date
None
Task saved
🌐
Microsoft Edge
📁
File Explorer
Alt + Tab — switching to File Explorer
📁File ExplorerDownloads
This PC › Downloads
📄 brief_mar2026.pdf
📊 budget_q1_final.xlsx
🖼 receipt_officeworks.jpg — found it
📄 meeting_notes_15mar.docx
🌐
Microsoft Edge
📁
File Explorer
Alt + Tab — switching back to Edge
New Tab
pulse.sharepoint.com/sites/PTH
SharePoint
Loading PTH site...
Authenticating...
PTH SharePoint · Documents
PTH › Documents ›
📁 Client Files
📁 PTH Automation
📁 HR Documents
SharePoint · PTH Automation
... › PTH Automation › Invoicing ›
📁 2025 Archive
📁 Invoice Capture
📄 PTH Invoicing Tracker.xlsx
Invoice Capture
... › Invoice Capture › 2026-03
📁 2026-01
📁 2026-02
📁 2026-03 (empty)
Drop files here
📂 Downloads
brief_mar.pdf
🖼 receipt_officeworks.jpg
Dragging to browser...
SP · 2026-03
📤 Drop here
SharePoint · 2026-03
📤 Uploading receipt_officeworks.jpg...
receipt_officeworks.jpg — done
Excel Online
Opening PTH Invoicing Tracker.xlsx
This may take a moment...
PTH Invoicing Tracker.xlsx
VendorAmountPaid ByDateNotes
Coles$24.80Rae14/3Lunch
Officeworks$67.30Rae20/3Cartridges
Autosaved
Google
weather Perth today
Loading...
Google
Perth WA — Today
24°C, Partly cloudy
Humidity 54%, SW 18km/h
🌐 Edge
📁 File Explorer
✓ The WhatsApp Way: 1 app, 3 messages
00:00
 
Click Start to begin
PTH
PTH AI Agent
WhatsApp · PTH AI
Hey! Ready when you are.
That's the difference.
Manual — 3 tasks
3 apps, window switching, loading screens
WhatsApp — 3 tasks
1 app, 3 messages, no friction
Same outcome. Completely different experience. This is the value of what I've built, and why using it properly matters.
AI Foundations

The Lessons

Seven lessons from the day, in order. Expand each one to read. Use "Learn More" for extra depth. Lessons with tasks have checkboxes — tick them off as you complete them.

The theme across all 7 lessons: AI is only as good as the way you use it. Do these things and your ability to use AI will be elevated, not because the tool changed, but because you did.
Knowledge Check

Test Yourself

6 questions on the core ideas from the day. No one's tracking your score.

0/6
On the Roadmap

What I'm Building Next

The pipeline of what's coming next for PTH. More details to come as each item progresses.

1

Unified Team Calendar

A consolidated view of the whole team's availability and commitments, one place, always current.

2

Meeting Prep Briefing

Before a client meeting, AI prepares a briefing: company background, key people, relevant history, red flags. AI-assisted, not fully automated.

3

WhatsApp Agent: Next Edition

The next major version: expanded branches, improved user memory, and greater agentic capability across PTH's systems.

Also Covered on the Day

Tangential Topics

Topics that came up throughout the session that didn't fit neatly into a single lesson.

The PTH AI Vision

The longer-term goal is an agentic, context-aware AI system that integrates with every tool PTH uses. Knows the team, the clients, the work, and acts on it with minimal friction. Professional-use only, always.

What "Agentic" Means

An agentic AI doesn't just answer questions, it takes actions. It can look things up, create tasks, send emails, log data, and route information without you handling each step. The WhatsApp agent is a working example of this already.

The Infrastructure

All the automations I've built run on n8n, a self-hosted workflow tool on a private VPS. Workflows are version-controlled in a private GitHub repo. Professional-use only. Not offline.

Data Security

Company ChatGPT is legally siloed. Your data is not used to train public models. The WhatsApp agent runs on a separate OpenAI API. These are different systems and should not be treated as the same thing.

AI Etiquette

Use AI for professional tasks relevant to your role. Don't put sensitive client data into personal or public AI tools. Always review AI output before sharing externally. AI amplifies your work, it doesn't replace your judgment.

Scheme Summaries

I opened the day by walking through each live scheme: what it does, how it works, and the thinking behind it. The main focus was the WhatsApp agent, its architecture, branches, integrations, and how to get the best out of it.

Your Actions

Task Checklist

Tasks from Lessons 3, 4, and 7. Ticking here also ticks the task inside the lesson above, and vice versa. Your progress saves under your name.

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