Claude and Codex, set up to do real work.

From chat window to working tool

Most people use AI by opening a chat window, pasting something in and copying the answer out. That works, but it leaves a lot of value on the table. When Claude or Codex is connected to your documents, your shared drives, your project tools and your other software, it can find information for you, draft from your own materials, keep work organized and take on bigger tasks with less back-and-forth.

What we set up

We set up the right plans and accounts for your team, with sensible settings for privacy and access. We connect the tools to the places your information already lives, such as shared files, email, calendars, project boards and customer records, using the official connections these tools support. We create shared instructions so the AI knows your business, your services, your tone and your rules, and we build a small library of ready-to-use requests for the jobs your team does most.

For teams that build or maintain software, websites or internal tools, we set up Codex and Claude for coding work too, connected to your code and with clear limits on what they can change.

Training and safe use

Setup only pays off if people use it. We train your team on the new setup with real examples from your business, show them how to check the AI’s work, and explain what information should stay out of AI tools. You also get a short written guide your team can come back to.

Who it is for

Claude and Codex setup is a fit for Miami-Dade and Broward businesses that already use AI a little and want it to do more: professional services firms, agencies, real estate offices, healthcare practices and growing teams with their own tech staff. If your team is brand new to AI, start with AI Basics. If you want AI to run tasks on its own, see AI Agents and Automations.

What changes for your team

Instead of starting every request from scratch, your team works with an AI that already knows your business and can reach the information it needs. That means less time searching, faster first drafts and more consistent work across the team.