How are two working moms using AI to run their businesses and simplify everyday life?

In this episode of Intelligence Resources, Samantha Viola Wilson and Brittany George share what they’re actually doing with ChatGPT, Claude, and Grok, from business finances and sales workflows to grocery shopping, family travel, and date-night planning.

Samantha shares how she uses an AI CFO to track financial goals across her businesses and help evaluate her Etsy print-on-demand store. Brittany explains how she built custom budgeting tools and an interactive benefits comparison dashboard with Claude.

They also get honest about the mistakes: AI changing an approved product listing, a technical issue hiding prospect replies, and a grocery bot ordering bags of limes instead of individual ones. Through it all, one lesson keeps coming up: human oversight still matters.

In this episode:
• Using AI to help manage cash flow, expenses, and business planning
• Running an Etsy store with AI-assisted designs and workflows
• Building custom apps and dashboards with Claude
• Improving sales outreach without losing the personal touch
• Organizing family trips, events, groceries, and recipes
• Creating a date-night bot to make time for your relationship
• Exploring AI for outfit planning and social media editing

Whether you’re a business owner, a busy parent, or simply curious about practical ways to use AI, this conversation offers real examples, honest lessons, and ideas to try.

Subscribe to Intelligence Resources for more conversations with people putting AI to work in their businesses and everyday lives.

#IntelligenceResources #AIforBusiness #AIforMoms #WorkingMoms #PracticalAI #ChatGPT #ClaudeAI #Grok

Is AI helping patients—or making an expensive healthcare system even more expensive?

In this episode of Intelligence Resources, Brittany George sits down with David Contorno, founder of ePowered Benefits, to explore how AI is being used in healthcare, health insurance, and employee benefits—and who ultimately benefits.

David shares his perspective on the AI arms race between hospitals and insurers, why broker compensation matters, and how AI can help benefits professionals research prescription costs and automate repetitive work. Brittany and David also explore how patients can ask better questions, evaluate providers, and take a more active role in their care.

From rethinking employer health plans to using ChatGPT in everyday life, this conversation examines both the promise of AI and the incentives shaping its impact.

CHAPTERS
00:00 Welcome to Intelligence Resources
00:46 Meet David Contorno: Rethinking employee benefits
07:07 Where AI investment in healthcare is going
11:18 AI, underwriting, and self-funded health plans
14:49 Practical AI uses for benefits brokers
28:56 Healthcare vs. health insurance
30:25 AI’s potential for doctors and patients
34:18 Helping employees navigate care and prescriptions
37:12 Why healthcare transparency needs patient demand
41:08 Using AI to research providers and quality
45:44 Empowering patients to ask better questions
47:43 Investing in wellness and rethinking plan costs
53:07 Workers’ comp vs. health plans: A revealing comparison
56:02 How David uses AI in everyday life
58:41 Medical data, ChatGPT, and privacy
1:01:12 Connect with David and closing thoughts

CONNECT WITH DAVID
LinkedIn: https://www.linkedin.com/in/dcontorno

Enjoyed the conversation? Follow Intelligence Resources on Spotify, subscribe on YouTube, and share this episode with someone navigating AI and employee benefits.

#AIinHealthcare #EmployeeBenefits #HealthInsurance #HealthcareCosts #ArtificialIntelligence #DavidContorno #IntelligenceResources

Can AI learn how you work? A Chief People Officer joins Samantha and Brittany to share how he trained Claude by having it observe his resume reviews over two weeks—then used it to narrow 100 applications to 20 for his review while he took lunch.

From recruiting and automated reports to employee follow-ups and a workers’ compensation workflow built in two hours, this episode explores how AI can create more time for the people behind the paperwork. Hear how these experiments helped him avoid a planned $35,000 annual software investment and rethink his team’s hiring needs, while keeping human judgment involved.

His advice for getting started: don’t be scared to ask AI for help.

Connect with Mike Terry, Chief People Officer at Evolution Parking & Guest Services, on LinkedIn.

CHAPTERS
00:00 Welcome to Intelligence Resources
01:08 From AI Experiment to First Big Win
03:31 Using AI Agents for Everyday HR Tasks
04:38 Training Claude to Help Review Resumes
07:02 Avoiding a $35,000 Software Investment
08:51 Managing AI Usage Limits
12:48 AI Governance and Company Guidelines
14:43 Choosing Between Claude, ChatGPT, and Copilot
17:02 Finding Help With Benefits Notices
18:27 Teaching AI Your Writing Style
19:35 Reviewing AI-Drafted Emails
21:45 Using Voice-to-Text on the Go
26:00 AI’s Environmental Impact
28:00 How Automation Changed His Hiring Plans
29:46 Building a Workers’ Compensation Workflow
32:10 Two Hours to Build a New Workflow
34:00 Asking AI What Else It Can Automate
35:23 Lessons From Automating Document Downloads
36:37 Keeping Up With Employee Communications
38:25 Preparing a Weekly Executive Brief
39:23 Self-Driving Cars and Trust in AI
42:48 Exploring AI in Parking and Guest Services
44:35 Smart Glasses and Future Possibilities
55:04 Recruiting Results and What Comes Next
58:17 Closing Thoughts and Where to Connect

#AIinHR #ChiefPeopleOfficer #ClaudeAI #AIRecruiting #HRAutomation #TalentAcquisition #AIforBusiness #FutureOfWork #IntelligenceResources

What happens when a creative agency embraces AI—and discovers that faster production is only part of the story?

In episode 15 of Intelligence Resources, Samantha and Brittany welcome Kaycee Zabko, CEO and Creative Director of Tampa-based BayEdge Media, to discuss how AI is changing branding, design, and the business of running a creative agency.

Kaycee shares her journey from reluctant adopter to hands-on experimentation, explains why her team combines AI-generated assets with traditional design tools, and describes how a brand’s personality, purpose, and visual identity shape better results. The conversation covers pricing, client expectations, inconsistent logos, subscription costs, and why designers increasingly need to think like creative directors.

Plus, Kaycee shares a moving personal story about creating an illustrated children’s book with AI to help her young children understand the loss of their family dog.

In this episode:
• Why generic AI output often misses a brand’s identity
• How Claude, ChatGPT, Figma, and traditional design tools fit into an agency workflow
• Why AI can save time on one project and expand the ambition of another
• How clear communication helps creatives direct AI
• What changing tools mean for training, hiring, and client relationships
• How Bay Edge Media is developing its Brand BIOS approach

Subscribe to Intelligence Resources for real stories from people using AI in their businesses, and tell us: Where has AI improved your creative process—and where do you still need a human eye?

Chapters

00:00 Welcome to Intelligence Resources, Episode 15
00:20 Meet Kaycee Zabko and Bay Edge Media
01:57 From AI Skeptic to Hands-On Experimentation
04:54 Why Design Experience Still Matters
06:07 Brand DNA: Giving AI More Than Colors and a Logo
07:41 When AI-Generated Client Briefs Create More Work
10:01 Websites, Apps, and Bay Edge Media’s Development Team
11:24 Technical Expertise and Website Security
13:03 How AI Is Changing Agency Pricing
14:29 Faster Setup, More Time for Design
16:20 Keeping Designs Editable: Figma and Adobe
18:14 Tool Fatigue, Testing, and Training a Creative Team
21:35 Inconsistent Logos, Product Mockups, and AI Credit Costs
23:30 Building in Pieces: Combining AI with Design Tools
26:16 Giving AI Context for Each Client’s Brand
27:42 Balancing Turnaround, Quality, and Client Expectations
28:41 Does AI Save Time—or Lead to Bigger Ideas?
30:24 Creative Resistance and Reviewing AI Output
31:33 Spotting AI-Generated Images
32:45 Why Designers Need to Become Creative Directors
35:45 Communication, Visualization, and Better Prompting
38:23 Brand Context and a Conversation-Based Workflow
40:15 AI Obsession, Burnout, and Side Projects
41:38 Hiring Designers in the AI Era
44:47 Knowing Your Value as the Tools Improve
46:32 AI Video, Higgsfield, and Planning Before Generating
48:34 Small-Team Agility and Corporate AI Adoption
51:29 AI Policies, Sensitive Data, and Financial Boundaries
55:20 Using Claude to Support Ongoing Learning
56:27 Bay Edge Media’s Brand BIOS Approach
58:55 WordPress, Website Builders, and Custom Branding
01:01:55 A Personal Story: Creating a Book After Losing a Family Dog
01:04:59 Where to Find Kaycee and Closing Thoughts

#ArtificialIntelligence #AI #GraphicDesign #Branding #CreativeDirector #ClaudeAI #ChatGPT #AIDesign #AIArt #SmallBusiness #MarketingAgency #Entrepreneurship #Figma #AITools

Can AI lighten the load of motherhood and business? Maryann joins Samantha and Brittany to share how she uses ChatGPT for meal planning, school emails, business paperwork, and Bible study—and how she built a website with AI. Plus, an honest conversation about parenting boundaries and the confidence to try something new.

Chapters:00:00 Meet Maryann01:12 Getting Started with ChatGPT02:39 Meal Planning, School Emails & College Applications04:17 Kids, Schoolwork & Responsible AI Use09:25 Parenting Concerns & AI Boundaries13:29 Using AI While Traveling14:51 Basketball Highlights & College Recruiting16:43 Business Paperwork, Permits & Budgets21:10 Building a Website with AI26:44 Organizing Business Expenses33:41 Finding Confidence to Start Something New36:28 Faith, Bible Study & Business Ideas40:13 How We Talk to AI44:13 AI Relationships & Robots at Home49:42 Robots, Chores & Raising Kids55:04 Closing Thoughts

#ChatGPT #AIForEverydayLife #Motherhood #AIForBusiness #AIPodcast

Vishail Singh, Chief Investment Officer at OneWealth Investors, joins Samantha Viola Wilson on Intelligence Resources to show how AI actually shows up inside a wealth practice — and where he draws a hard line.

He walks through swapping Excel macros and half-day meeting prep for Claude market/macro research and Grok templates, why he won’t let AI pick stocks or “think for him,” and how robo-advisors already taught the industry that clients still want a human. They dig into compliance trails through meeting notes and Salesforce, research agents that run through Python to cut token burn, a private-market path for clients who keep asking how to get into OpenAI and Anthropic early, and personal experiments with Muse versus Grok on payments and guardrails.

Connect with Vishail:LinkedIn: https://www.linkedin.com/in/vishailsingh/Email: vishail@onewealthinvestors.com

If this episode was useful, comment with how you’re using AI at work, like the video, and subscribe for more real operator stories every Tuesday. Free prompts and playbooks: https://intelligenceresources.io

CHAPTERS0:00 Welcome — Vishail Singh, CIO, OneWealth Investors1:05 Background: manufacturing → banking → wealth1:43 Before vs after AI: Excel macros to meeting-ready2:14 Stack: ChatGPT, Claude, Grok (and early Muse)3:10 Claude for daily market/macro research3:19 Grok for Excel and asset-allocation templates4:06 Contain AI to one task — don’t let it loop4:12 Mistakes, hallucinations, and broken Claude skills5:01 Human in the loop + finance parameters6:05 Why AI doesn’t choose the stocks7:01 Fake “investment committees” and Reddit risk8:05 Robo-advisors failed — clients still want humans9:51 Coaching behavior vs AI that just agrees with you11:43 Will fees drop? What AI still can’t do14:18 Half-day prep → ready before the morning meeting15:27 Compliance, Zoom note-takers, and audit trails17:32 Salesforce + AI search instead of Excel hunts18:43 In-person notes, templates, and wearables20:26 Grok Bot workflow and token burn21:02 Python + agents as a research team23:09 Fighting AI slop with tight outputs25:13 Grok in the car / Tesla and family reactions28:29 Industries most disrupted (law, robotics, biotech)32:01 Fund, SPVs, and private access to AI names34:41 “How do I invest in OpenAI / Anthropic?”35:11 Personal AI: Muse marketplace test + payment guardrails39:24 Muse vs Grok Bot UX41:11 Blend of models (and Chinese AI / IPOs)42:35 Where to find Vishail — like, comment, subscribe

#ArtificialIntelligence #WealthManagement #FinTech #AIAgents #CIO #Investing #ClaudeAI #Grok #Productivity #Entrepreneurship

She lived through Y2K, sold for Microsoft, and bet early on the cloud. Now Carmen Aviles is building AI agents on a Mac mini, and she says this wave is bigger than all of them.

Carmen Aviles has spent more than 40 years in tech. Her path runs from shipping e-learning on CDs across Latin America to SAP implementations during the Y2K panic, Microsoft's partner ecosystem, and one of South Florida's first Office 365 practices. Today she's the founder of Aviles AI and helps small and midsize businesses adopt AI without breaking what already works.

Hosts Samantha Viola Wilson and Brittany George ask her what Y2K can teach us about the AI rush and whether AI will really take jobs in the next five years. They also get into how CEOs can get their teams to adopt it: role by role, with incentives, starting from the top. Carmen gives an honest account of building a six-agent real estate marketing system, including the cron job that burned $135 in one day. She explains how Jake Van Clief's Interpretable Context Methodology (ICM) brought her cost down to about $10 per run.

IN THIS EPISODE:

- How is the AI rush like Y2K, and how is it different?

- Will AI replace jobs in the next 5 years?

- How do you get employees to adopt AI? (role-based rollout)

- Is Microsoft behind in AI? (Copilot, Copilot Studio, GitHub)

- How do you cut AI agent token costs?

- Cloud vs. local AI models: who owns your data?

- Using NotebookLM as a personal AI tutor

CHAPTERS

00:00 Meet Carmen Aviles ("Abuela")

00:53 Shipping e-learning on CDs across Latin America

02:23 Y2K, SAP, and the panic that looks like today's AI rush

05:16 Getting hired at Microsoft (via cassette voicemail)

07:11 Betting early on Office 365 and the cloud

09:40 First AI "wow": 2-hour research cut to 30 minutes

10:37 The OpenClaw obsession and a 6-agent marketing system

12:13 Y2K vs. AI: what's the same, what's different

13:40 Early adopters, proof-of-concept people, and skeptics

16:26 Will AI take jobs? Carmen's 5-year outlook

18:32 Kids, critical thinking, and AI in education

20:35 NotebookLM as a personal AI tutor

23:22 How CEOs get teams to adopt AI

25:28 Free Microsoft AI courses and the partner opportunity

27:55 AI adoption has to start at the top

29:30 Is Microsoft behind in AI? Copilot, models, GitHub

34:32 Copilot Studio inside Teams: worth $30 a month?

37:16 Token costs and the $135 cron job mistake

40:26 Building vs. monetizing: the honest update

43:09 ICM: the folders-and-files method that cut costs

46:53 Protecting your IP when vibe coding

48:07 Obsidian, Skool, and knowledge graphs

50:47 Cloud vs. local models: who owns your data?

54:44 AI glasses and DIY robots

58:13 Personal AI: ChatGPT for life, Claude for business

1:00:44 How to reach Carmen

RESOURCES MENTIONED

- OpenClaw

- Interpretable Context Methodology by Jake Van Clief: https://arxiv.org/abs/2603.16021

- Clief Notes community on Skool: https://www.skool.com/cliefnotes

- Google NotebookLM

- Microsoft Copilot Studio

- GitHub

- Obsidian

- Brilliant Labs Halo AI glasses

CONNECT WITH CARMEN AVILES

Business Optimization & Adoption Consultant | Founder, Aviles AI

🌐 https://avilesai.com

💼 LinkedIn: https://www.linkedin.com/in/carmenavilesaiconsulting/

📸 Instagram: @caviles812

✉️ carmen@avilesai.com

🏡 Buying or selling residential or commercial real estate in South Florida? Carmen is a licensed realtor. Reach out by email.

What if the hardest part of AI at work is not the model, butgetting a clear prompt and a repeatable process before you touch the fancytools?

In this episode of Intelligence Resources, Samantha ViolaWilson and Brittany George sit down with Gabor Kis, Business Systems Analyst in Change Management at DTCC, to walk how a longtime Xerox data architect reskilled into AI, won an internal hackathon on AWS Kiro, and now teachesbusiness builders to treat English as their coding language.

Drawing on his experience spanning Xerox Business Solutionsdata architecture and change and release work at DTCC, Gabor shares the path from Google AI Studio interview prep into a six-week AI hackathon, why his teambet on Kiro, and how prompting plus named beginner-to-agentic stages (Aha, Mirage, AI Vampire, Synergy) beat tool-chasing. He tells the Grafana storybehind an app named Grace that took a week of work to about 45 seconds and helped reclaim roughly 69 weeks.

The conversation covers AWS Kiro specs versus vibe coding,free credits and cost math versus heavy Claude Code bills, Copilot as a prompt workshop, CAB GPT prioritizing hundreds of weekly changes by blast radius, and a personal close: use AI to identify your attachment style and improve.

Connect with Gabor: https://www.linkedin.com/in/gaborkis

Intelligence Resources drops every Tuesday.

CHAPTERS

0:00 Welcome to Intelligence Resources with Samantha ViolaWilson and Brittany George

0:11 Brittany welcomes Gabor through daughter Grace

0:39 From Xerox data architect to DTCC change management

1:37 Google AI Studio interview prep and landing the role

2:05 Betting the hackathon on AWS Kiro

2:55 DTCC scale and why change management cannot fail

3:52 Winning the AI hackathon and starting to teach

5:29 English as the coding language for business builders

5:55 The aha moment and the Grafana project named Grace

7:22 How 45 seconds times 69 spreadsheets saved ~69 weeks

8:05 Hesitant colleagues and the AI adoption gradient

8:48 What is the most important AI skill?

9:00 Samantha and Brittany on prompting, process, andpatience

10:26 Prompting as communication, and why the tool mattersless at first

11:24 Cheat sheet: make the model write a 10-out-of-10prompt

13:02 Probabilistic answers, not perfect deterministic ones

13:56 Coursera tracks and the Vanderbilt prompting course

16:00 Stages: Aha, Mirage, AI Vampire, Synergy

17:41 Nine-agent software factory and Sonny the orchestrator

19:13 OpenClaw experiment, 8.5M tokens, and pulling the plug

21:25 What is AWS Kiro, and why enterprise stacks pickAmazon and Microsoft

23:14 Spec development versus vibe coding

24:37 Free credits, pricing tiers, and small-business costmath

27:09 Copilot aversion, and using Copilot as a promptworkshop

29:58 Change management: build it, they will come, teachteachers

32:20 CAB GPT hackathon deep dive: risk and blast radius

34:52 AI security fears for PHI, SSNs, and financial data

36:17 Post-quantum computing and harvest-now decrypt-later

38:17 What quantum computing means (the maze analogy)

40:04 When quantum and AI meet

42:31 Human in the loop, presence, and empathy

45:05 Always-on work, motherhood, and tech resentment

46:51 New stage: slave to the machine

49:51 Personal AI use: attachment style prompt

51:06 Close, LinkedIn CTA, and Tuesday goodbye

#AI #ChatGPT #AWS #Kiro #PromptEngineering#ArtificialIntelligence #FutureOfWork #ChangeManagement