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AI Guides & How-Tos
Practical guides for professionals using AI to save time and work smarter.
Where does AI fit your job?
Answer a few questions for a free 30-day AI plan for your exact role — what to automate first, and the prompts to do it.
Find my AI winsHow to Use the Lender Price MCP to Run Rate Comparisons for Loan Officers
Wire Lender Price's pricing engine into Claude via MCP and chain it with the Loan Officer AI Prompts to produce TILA/RESPA-safe rate explainers in your voice — without screen-scraping or PDF math.
How to Use the Lido MCP to Extract Data from Veterinary Intake Forms
Wire Lido's spreadsheet-OCR engine into Claude via MCP to auto-extract structured data from paper or scanned intake forms, then chain it for client comms in your practice voice.
How to Use the MarketXLS MCP to Build Portfolio Reports (Financial Advisors)
Wire MarketXLS's portfolio + market-data APIs into Claude via MCP, then chain it for quarterly client letters that explain returns in plain English — without the compliance pitfalls of generic AI.
What 83% of Photographers Don't Realize About AI: The Workflow Gap Above Culling
Culling is solved — AfterShoot, Imagen, and Narrative own that layer. The hidden 473 hours/year studio owners are still leaving on the table sit above it: the writing, the contracts, the conversations that actually convert.
How to Use the Pipedream MCP to Connect QuickBooks + Gmail for Bookkeepers
Wire 500+ SaaS apps into Claude via Pipedream's MCP, then chain with the Bookkeeper AI Prompts to draft month-end close letters, variance commentary, and client follow-ups — without leaving the conversation.
How to Use the Playwright MCP to Pull MLS Listings for Real Estate Agents
Wire the Playwright MCP into Claude to scrape MLS-supplied data your agent dashboard exposes, then chain with the Realtor AI Prompts for a fair-housing-safe CMA outline and listing description — without copy-pasting from 6 tabs.
How to Use the Playwright MCP to Run Candidate Research for Recruiters
Wire the Playwright MCP into Claude to automate LinkedIn-style profile research, draft outreach in your voice, and run a one-person sourcing pipeline — without the bulk-scraping that gets accounts banned.
Reactive vs Proactive AI Workflows: Why Most Automations Break (And How the New Ones Don't)
Most AI workflows that ship in 2025 are reactive — you ask, it answers. The ones that hold in 2026 are proactive — they fire on triggers and surface only the exceptions. Here's the difference, and where it shows up in real work.
Claude for Small Business + Accountant AI Prompts: Surviving Tax Season
How Anthropic's Claude for Small Business plugin and the Accountant AI Prompts stack from January 15 through April 15 — without writing 200 reminder emails by hand.
Claude for Small Business + Bookkeeper AI Prompts: Compliance-Grade Month-End Close
How to stack Anthropic's Claude for Small Business plugin with the Bookkeeper AI Prompts to run month-end close in your firm's voice, with the CPA-boundary guard locked in.
Claude for Small Business + Contractor AI Prompts: Running a Contracting Business
Pair Anthropic's Claude for Small Business plugin with the Contractor AI Prompts to run bids, change orders, and project comms — with the lien-and-license guard locked in.
Claude for Small Business + Photographer AI Prompts: Studio Operations
Stack Anthropic's Claude for Small Business plugin with the Photographer AI Prompts to run a working studio — inquiries to gallery delivery — in your voice, with model releases and copyright baked in.
Claude for Small Business + Realtor AI Prompts: A Solo Agent's Practice
Stack Anthropic's Claude for Small Business plugin with the Realtor AI Prompts to run a solo agent's practice — listings, buyer comms, sphere outreach, with Fair Housing locked in.
Claude for Small Business + Social Media Manager AI Prompts: On-Brand Growth Campaigns
How to pair Anthropic's Claude for Small Business plugin with the Social Media Manager AI Prompts to run a Q4 launch campaign — operator strategy plus practitioner-level platform captions, in each client's voice.
AI Business Associate Agreements (BAAs) in 2026: Which Vendors Will Sign One, and What That Actually Covers
A vendor-by-vendor look at HIPAA BAAs for AI platforms in 2026. Anthropic, OpenAI, Microsoft, Google, AWS Bedrock — what's eligible, what's excluded, what you still own. For healthcare compliance officers, practice managers, and clinical leaders evaluating AI tools.
Disclosing AI Use to Clients: What Professional Ethics Codes Actually Require in 2026
A profession-by-profession look at when you have to tell your client you used AI — lawyers (ABA Op 512), doctors, CPAs, financial advisors, therapists. The rules that exist, the rules that don't, and the disclosure language that holds up under board review.
How to Write a Mortgage Refinance Analysis with AI in 2026
A practical walkthrough for writing refinance analyses with AI — the right structure, what to never let AI invent, and the free tool that handles it. For mortgage brokers and loan officers running rate-and-term, cash-out, and break-even comparisons.
How to Write a Recruiter Offer Letter with AI in 2026
A practical walkthrough for writing offer letters and offer-vs-current comparison summaries with AI — the right structure, what to never let AI invent, and the free tool that handles it. For in-house recruiters and agency search professionals.