Claude and ChatGPT Training for Canadian Businesses

Your workplace

Why this matters.

AI training works best when it reflects the work your team actually performs. Staff need to know which tools and information are approved, how to write useful requests, and when an answer requires checking or escalation.

Staff get more value from AI training when practice is connected to their actual responsibilities. An office administrator, manager and technical employee may need different examples, review habits and ways to describe a task. Training should also explain when the existing application or a direct conversation is more useful. We help people build repeatable working habits, compare responses with trusted information and recognise where a person needs to make the final decision, so training supports everyday work rather than occasional experimentation.

The IT work

What Netsmart can help with.

1. Tool setup and safe use

   Review approved accounts, available features and the handling rules for business, client or patient information. We review the tools your business has approved, the account arrangement and the information staff may use during training. Participants learn how to describe an objective, provide relevant context and ask for a usable format. We discuss which materials should stay outside a particular tool and how to check an answer before using it. The session uses representative approved examples so staff can relate the guidance to their own working environment.

2. Role-based practice

   Practise routine messages, summaries and research support using authorised examples suited to each team's responsibilities. Practical exercises are selected with your team, such as drafting a non-sensitive procedure, organising meeting notes or preparing a first outline for a routine communication. Staff compare different instructions and see how the requested audience, context and output format affect the response. We discuss unsuitable answers and show how to revise the request or return to a trusted source. Exercises are adapted to the department's work rather than presented as universal shortcuts.

3. Review and team handoff

   Teach staff to check sources and outputs, record useful guidance, and identify where to ask for help. We help the group agree review habits, useful example prompts and a clear contact for questions after training. Participants practise checking factual statements, omissions, tone and whether the result meets the original task. Team guidance records approved uses and the responsibility for final content. Follow-up can focus on tasks that staff found difficult, allowing the training to develop alongside actual adoption rather than ending with a single demonstration.

Training can cover the difference between drafting help and an authoritative answer, along with practical ways to provide context, request a useful format and check the result. Sessions use approved accounts and authorised examples. We also discuss where staff should stop, such as an uncertain answer or a request involving restricted information, and leave reusable guidance that matches the organisation's chosen tools and responsibilities.

A practical example

How this works in practice.

For example, a law office's administrative team could practise drafting a routine appointment message from an approved template. Staff would check the wording, remove unnecessary information and keep a person responsible for the final communication.

Checks and handover

What the work can include.

• Role-based training exercises
• Approved-use and output-review guidance
• Reusable prompt examples and help contacts