Shasta College Employer Summit

Beyond ChatGPT: The AI Shift Every Business Needs to Understand

Practical Tools, Human Leadership

AI strategy should not begin with:

"What tool should we use?"

It should begin with:

"Where do we have friction, repetition, missed insight, trapped knowledge, or capacity constraints—and could AI help us address that in a responsible way?"
QR Code to AI Employer Summit

Today's Agenda

A two-hour journey exploring AI as a business and leadership opportunity.

01

Where AI Creates Value

Five opportunity areas: productivity, communication, knowledge, operations, and intelligence.

02

AI Adoption Pathway

Five levels: Awareness & Exploration, Internal Knowledge Assistants, Connected Systems, Augmented Dashboards, and Autonomous Workflows.

03

Designing Workflows

A simple canvas for matching AI roles, skills, tools, and human oversight.

04

Panel Discussion

Real AI projects and lessons learned. Use cases beyond marketing. Choosing tools wisely. Change management, risk, and guardrails.

05

Q&A

Open conversation with panelists to address practical questions from the audience.

Five Business Opportunity Areas

Where AI may create value in your organization. The point is to start seeing your organization differently.

1. Productivity

Reduce administrative load, communicate clearly, summarize information.

Where are we spending too much time writing, summarizing, or organizing?

2. Marketing & Communication

Create, refine, repurpose, and personalize communication.

Where do we need to communicate more clearly, consistently, or frequently?

3. Knowledge & Analysis

Make sense of information you already have.

What information do we already have but are not fully using?

4. Operations & Automation

Support workflows, reduce delays and handoffs.

Where do things get delayed, duplicated, forgotten, or stuck?

5. Business Intelligence & Tools

See patterns, understand performance, create reports, develop internal tools.

What do we wish we could see, understand, or act on?

Key Frameworks

Putting It Together

How AI Grows in Your Organization

Each level of the adoption pathway maps to a more capable type of agent. Here's how it builds.

0
Awareness
Simple Agent
1
Knowledge
Agent + Docs
2
Systems
Agent + Tools
3
Dashboards
Multi-Agent
4
Autonomous
Monitoring

AI Adoption Pathway: From Exploration to Autonomous Workflows

How AI capability evolves and what each level can support.

Level 0 - Awareness & Exploration

Who on my team is ready to start experimenting with assistants (Level 1 Agents)?

→ Prompt-based tools like ChatGPT, Grok, Gemini, or Claude that answer questions.

Level 1 - Internal Knowledge Assistants (Assistants / Level 1 Agents)

What internal knowledge, documents, SOPs, or emails could we expose to build simple assistants?

→ Example: An internal chatbot that helps employees find HR policies or IT steps.

Level 2 - Systems (Level 2 Agents)

Which tools would save time if your team could ask AI to take actions directly in them—update records, create tickets, generate reports?

→ CRMs, ticketing systems, ERP, project management tools.

→ Goal: Let users do, not just ask.

Level 3 - Augmented Dashboards (Still Level 2 Agents)

Where can we add agents that explain, narrate, and act on dashboard data in tools like Power BI or Excel?

→ Example: An Assistant/Agent that reads your metrics and drafts a performance summary.

Level 4 - Autonomous Workflows (True Level 3 Agents)

What business goals could be achieved by agents that plan, act, reflect, and improve on their own?

→ Agents that handle email triage, generate reports, follow up with leads, schedule meetings, etc.

Connect the two frameworks matrix showing AI adoption levels across different business functions
The 4 Agent Types

How AI agents are structured — from simple to proactive

Understanding the type of AI agent you're working with helps you set the right expectations, design the right workflow, and know where human oversight is most important.

1

Simple Agent

A standalone assistant. You give it a task, it reasons through the request, it responds.

Writing, summarizing, brainstorming, research, everyday knowledge work. It waits for your prompt.

2

Agent + Tools

The agent can now search the web, read files, query databases, update CRMs, send emails, and run reports.

Less like a chatbot, more like an operating layer across your software.

3

Multi-Agent + Trigger

Multiple agents coordinate — one researches, one writes, one verifies, one checks for risks. A trigger starts the workflow.

A new lead enters the CRM → agents research, draft, check news, and prepare a brief. Agents begin to resemble teams.

4

Monitoring Agents

These agents don't wait for a prompt. They watch for changes and act when something happens.

They monitor inboxes, contracts, tickets, inventory, dashboards. When a condition is met, they alert, summarize, recommend, or begin a workflow automatically.

AI Agents Evolution: Simple agent → Agent + tools → Multi-agent + trigger → Monitoring agents

Workflow → AI Role → Skills → Tools

1

Workflow

What business process are you trying to improve?

Look for:

Repetitive tasks • Delays • Handoffs • Inconsistency • One-person dependency

2

AI Role

If we could assign an AI helper, what would its job be?

Examples:

Follow-up assistant • Report generator • Classifier • Reminder system • Data analyzer

3

Skills

What repeatable tasks would the AI need to perform?

Examples:

Summarize • Draft • Compare • Flag • Update • Classify • Route

4

Tools

What systems would the AI need to access?

Examples:

Email • CRM • Calendar • Spreadsheets • Documents • Databases

Next Steps: Try This Framework

Pick one workflow that's causing friction, then walk through the four stages with your team.

☐ Name the workflow
☐ Define the AI role
☐ List the skills
☐ Identify the tools
☐ Find the human decision points
☐ Test with a low-risk experiment

Human-Centered Leadership Frame

Now that we have looked at where AI can help, how AI capability is evolving, and how to think about workflows, we want to turn to a more important leadership question:

How do we bring AI into our organizations in a way that improves the business without diminishing the people?

AI should not simply become a way to extract more productivity from people.

The opportunity is to use AI to reduce friction, improve decision-making, support better service, and free people for higher-value human work.

The more AI is able to act, the more leadership judgment matters.

That is where our panel comes in.

Table Discussion Activity

Before we bring the panel fully into the conversation, I want to give you a few minutes to apply this to your own organization.

While you are discussing at your tables, I will invite our panelists to come forward and get situated.

Where Could AI Help Your Business?

At your table, discuss the following:

How are you currently using AI in your business, if at all?

What is one area where you wish you had better information, reporting, or visibility?

What is one process that currently lives in someone's head and needs to be documented or systematized?

What is one repetitive task in your organization that consumes time but does not require much human judgment?

What is one concern you have about introducing AI into your workplace?

Choose one person at your table to share one practical AI opportunity or one concern if we have time during Q&A.

You will have about 7 minutes at your tables. Don't worry about whether you know the right tool yet. Start with the work. Where is there friction, repetition, missed insight, trapped knowledge, or concern?

Business Panel

Practitioners implementing AI in their organizations. Real examples, lessons learned, and practical guidance.

Panelists

Jay Dunlap

Jay Dunlap

CEO, Sof-Tek

Martin Moseley

Martin Moseley

Technology Executive & Chief Architect

Andrew Hewatt

Andrew Hewatt

Founder, Blossom Lab Marketing

Matthew Hugg

Matthew Hugg

Founder & Principal, HÜGG Consulting & Development

Panel Discussion Topics

Panelist Show and Tell

Real, practical examples from the field. What did you create, test, or help someone use? What problem were you solving and what changed?

Real Examples & Lessons

One working example and one failure story. What went wrong and what did you learn?

AI Beyond Marketing

Operational value across finance, operations, customer service, HR, reporting, and automation.

Choosing the Right Tool

Start with business problems, not tools. How to evaluate and adopt wisely.

AI & Change Management

How to introduce AI without creating fear. Involving employees. Protecting the career ladder.

Human-Centered Leadership

Making sure AI supports people. What work should remain deeply human. Essential skills.

Risks & Guardrails

What to be careful about. Where human review is essential. AI guidelines every business needs.

Where to Start

How to decide what to tackle first. What makes a good first AI use case. How much time a team should expect to spend learning and experimenting.

Staying Current

How to stay informed without overwhelm. Balancing experimentation with focus.

Overarching Theme: The best organizations identify real business problems first, then ask what AI support (if any) could help. This is not a tools conversation—it's a leadership conversation.

Key Takeaways

1

Start With the Business Problem

The best AI strategy does not start with the tool. It starts with the business problem, the workflow, and the people affected.

2

AI Should Support People

The greatest value of AI is not replacing people, but helping people become more effective, creative, and impactful.

3

Human Review Matters

The more AI moves from answering to acting, the more important human oversight becomes.

4

Small Organizations Can Start Small

You do not need a massive budget or technical team to begin. The best first step is usually a small, low-risk, useful experiment.

5

Responsible Adoption Builds Trust

AI adoption is a change management issue. How leaders communicate, involve employees, and create guardrails will shape whether AI builds trust or fear.

Don't just let your agents cook - Judgment Labs

Leave With One Move

Not this

"What AI tool should I use?"

Start here

"Where is there friction, repetition, confusion, or missed insight in my organization?"

So before you leave, I want you to think about one possible 30-day AI pilot.

In the next 30 days, your organization could experiment with AI by:

Improving one workflow

Reducing one repetitive task

Creating one report or summary

Documenting one process

Drafting one AI-use guideline

Training one team

Testing one low-risk use case

As you think about that pilot, ask:

What workflow do we want to improve?

What role could AI play?

What repeatable skills would it need?

What tools, systems, or information would it need?

Where should a person review or approve the work?

How will we know if it helped?

Save, Review & Hear Recording

Access the presentation, frameworks, panelist insights, and event recording.

QR Code to AI Employer Summit

Visit: AlignedLeadershipStrategies.com

Facilitator

Hope Seth

Aligned Leadership Strategies

hope.seth@gmail.com

AlignedLeadershipStrategies.com