TCH2610. Pushing Past the Prompt: Copilot, Claude Cowork, and the Agentic AI Frontier

Many firms use Microsoft Copilot, ChatGPT, or similar AI tools, but that's only the tip of the iceberg. This session explores what comes after the initial AI assistant adoption: how to evolve from basic task support to firm-wide, intelligent workflows.

We'll show how the next generation of AI tools (Copilot Studio agents, Claude Cowork, custom GPTs, and always-on systems like OpenClaw) are making agentic AI accessible to firms of every size, and what it looks like to put them to work safely and securely. We'll go through a scoring exercise on your firm's AI maturity status, and learn what the firms pulling ahead are actually doing differently. 

You will learn about:
- Expanding from AI-optimized tasks to AI-optimized workflows.
- Understanding how agentic AI tools change a firm's AI strategy.
- Recognizing concepts such as context rot and workslop to get better results from AI tools.
- Assessing your firm's AI maturity across People, Process, Technology, and Growth.
- Identifying the guardrails and human-in-the-loop checks needed as AI agents get more sophisticated.

Attendees will leave with new inspiration and ideas to immediately integrate AI deeper inside your firm.

Learning Objectives:

• Understand the shift from task-level AI usage to end-to-end, AI-driven workflows across a firm.
• Understand how agentic AI tools like Copilot Studio agents, Claude Cowork, and custom GPTs change a firm's AI strategy.
• Recognize concepts such as context rot and workslop to get better results from AI tools.
• Assess your firm's AI maturity across People, Process, Technology, and Growth.