Session 3 of 6. An applied session.
INTEGRATING AI

From learning about AI to using it meaningfully in your work. An eight-step process. One conversation.

FacilitatorDr Tiffany Gray
CohortIPAA Victoria·20 participants
Time12:00 to 12:55·55 min
DateWednesday 13 May 2026
People lead·AI follows
Session 3 · Introduction

From learning about AI to using it.

This module helps you move from learning about GenAI to using it meaningfully in your real work. It is designed to support practical, applied integration. Starting with small, structured steps that build your confidence, judgement and capability.

You will be guided through a practical, eight-step process that begins with setting a clear intention and ends with taking meaningful, real-world action. Each step is focused, achievable and designed to fit into the way you already work. No technical expertise required.

You will not just try features. You will start shaping how GenAI fits into the way you think, plan and deliver value in your role. This is not about doing everything or doing it perfectly. It is about building momentum through consistent, purposeful action. The goal is to make GenAI part of how you work, not just something you occasionally explore.

Session 3 · Purpose

Why we are doing this.

Many leaders understand that GenAI has potential but are not sure where to start. They hesitate. They overthink. They wait for perfect conditions. This module is designed to remove that friction by helping you take practical, achievable steps that connect directly to the work you already do. By the end you can.

Purpose 01
Move from passive to applied

Move from passive interest to confident applied use of GenAI.

Purpose 02
Treat AI as a working partner

Treat GenAI as a working partner. Not just a prompt engine.

Purpose 03
Design small experiments

Design small experiments that fit within your existing workflow.

Purpose 04
Valuable now over perfect later

Focus on what is valuable now. Not what is perfect later.

Session 3 · Learning Objectives

By the end of this module.

Four things you will be able to do.

Objective 01
Initiate a working relationship with AI

Initiate and structure an ongoing working relationship with AI as your daily tool.

Objective 02
Build AI into your role rhythm

Build AI into the rhythm of your role by identifying practical, value-aligned use cases.

Objective 03
Design and test an integration plan

Design and test a simple integration plan, from insight to action, within a focused, time bound window.

Objective 04
Use AI as a flexible partner

Begin using GenAI as a flexible, responsive partner. Not just a prompt engine.

Before you start · The eight steps

Eight steps. One thread.

Each step is short. Each builds on the one before. By the end you will have moved from intention to a Day 1 action plan, all inside a single AI conversation.

Step 01
Priming the AI
Set the intent.
Step 02
Deepening the priming
Show the working pattern.
Step 03
Providing context
Tell AI about your role.
Step 04
Generate patterns
Identify use cases.
Step 05
Operationalise insight
Turn an idea into a process.
Step 06
Constrain the effort
Set a one-month boundary.
Step 07
Break it down
Plan Week 1 daily.
Step 08
Applied action
Create Day 1 checklist.
Before you start · Organise your work with AI

Name your chat.

A small habit. Big payoff. Every conversation you have with AI gets stored. The ones with names are the ones you can find again. Set the name before you do anything else.

For this session, name your chat
Basic Integration at Work
Open Copilot. Start a new chat. Set the name. Then move to Step 1.
Step 01 of 8 · Priming the AI

Priming the AI.

The prompt
// I’m excited to start my AI integration Journey. I’m going to be making my way through session 3 of the GEN Ai AT WORK Training Program. // I’m starting this chat to document my journey and also to have you help me as I navigate this GEN Ai AT WORK journey. // My goal is to learn how to integrate AI into all of my role deliverables. // Don’t do anything yet, just ask me what I’d like to do first.

What you are doing

You are initiating the collaboration. You open a dedicated chat and state your intent. Making it clear that this will be an ongoing, structured working session. This is called priming. You are setting the tone for how you want the AI to work with you.

Why this matters

Priming signals that you are here to work, not just to experiment. You are establishing the conditions for a more useful, context-aware interaction. The AI begins to treat your inputs as part of a broader journey, not isolated requests. Every response becomes more aligned with your intent and more relevant to your role.

Step 02 setup · The ten combinations

The ten input and output combinations.

Take a screenshot of this slide now. In Step 2 you will upload it to your AI and ask AI to explain what is on the slide.

01
Text → Text
Generate. Summarise. Problem-solve.
02
Text → Image
Turn ideas into visuals.
03
Text → Code
Get working code written.
04
Text → File
Make outputs downloadable.
05
Voice → Text
Speak. Get text back.
06
Image → Text
Explain what is in a picture.
07
Web → Text
Research from the live web.
08
File → Text
Analyse a document you upload.
09
Voice → Voice
Talk through ideas with AI.
10
Code → Text
Explain code in plain language.
Step 02 of 8 · Deepening the priming

Deepening the priming.

Take a screenshot of the previous slide showing the ten input and output combinations. Upload it to your chat. Then send the prompt below.

The prompt (after uploading the screenshot)
// Explain this slide to me.

What you are doing

You are reinforcing the kind of working relationship you want to have with the AI. This might involve uploading a file, asking a more open-ended question or showing that you will be working in stages, not just issuing one-off prompts. You are signalling that this will be a process, not a transaction.

Why this matters

This step helps the AI understand that you expect something more flexible, layered and thoughtful. You are training it to stay with you across different formats and phases of thinking. You are not just expanding your perception. You are expanding its pattern of response. The result is a smarter, more adaptive interaction in every step that follows.

Step 03 of 8 · Providing context

Providing context.

The prompt
// I’m the [ROLE TITLE] of a [ORGANISATION NAME] [URL]. // List out my 12 role responsibilities.

What you are doing

You are helping the AI understand the broader situation you are working within. What you are trying to achieve. What constraints or priorities you are juggling. How this task fits into a bigger picture. You are not just giving instructions. You are helping it see the shape of the work.

Why this matters

Context enables relevance. Without it AI can only give generic responses. With it the AI aligns more closely with your thinking and your goals. Providing context is what makes the support useful and applied. Not just accurate.

Step 04 of 8 · Generate patterns

Generate patterns.

The prompt
// For each of the 10 input/output combinations, list 3 creative ways I can use AI across my 12 role responsibilities. // Give me 3 options for each input/output combination.

What you are doing

You are beginning to identify meaningful links between AI capabilities and your actual work. You are scanning for alignment. Not yet choosing or committing.

Why this matters

This builds your pattern recognition skills. It helps you see integration as a set of opportunities, not just tasks. You are starting to think systemically. About where AI can enhance, accelerate or augment your work in ways that matter.

Step 05 of 8 · Operationalise insight

Operationalise insight.

The prompt
// Now give me an SOP for using AI to [insert creative AI use here].

What you are doing

You are selecting one idea and turning it into a structured, testable process. Something with steps, logic and a clear intended outcome.

Why this matters

This is where you shift from thinking to designing. A good idea only becomes useful when it is applied in a repeatable way. You are now building working methods, not just collecting insights. Laying the foundation for value creation and scale.

Step 06 of 8 · Constrain the effort

Constrain the effort.

The prompt
// Create a roadmap for completing this over one month.

What you are doing

You are setting a clear boundary around what you will work on and for how long. This might take the form of a one-month plan or a defined project window. The goal is to give your AI integration a shape you can commit to.

Why this matters

When everything feels possible, it is easy to do nothing. This step helps you focus your energy by working within a defined scope. It gives structure to your exploration and allows you to make progress without overcommitting. You are designing something realistic, intentional and easy to return to. Even as your priorities shift.

Step 07 of 8 · Break it down

Break it down.

The prompt
// Now let’s create a detailed daily plan for completing Week #1, assuming a 5-day work week.

What you are doing

You are translating your plan into a clear set of small, focused actions you can begin right away. This step is about organising your effort so it fits into the rhythm of your work.

Why this matters

Big ideas often stall when they stay too high level. Breaking things down helps you move from thinking to doing without adding pressure. It makes your effort visible, achievable and easier to build on. You are designing your own entry point. One that is practical, intentional and ready to test in real time.

Step 08 of 8 · Applied action

Applied action.

The prompt
// Now create a detailed implementation checklist for Day #1 only.

What you are doing

You are initiating execution. This is the moment you act. Taking a clearly defined piece of your AI plan and putting it into use within your actual work. You are no longer planning, testing or thinking. You are delivering.

Why this matters

This step marks the shift from preparation to performance. It moves AI from idea to impact. Application, however small, is where value begins to surface. By putting something into action you gain traction, generate feedback and begin building confidence through results. Integration does not happen in theory. It happens here.

Wrapping up · Same thread

Capture your plan.

Go back to the same AI thread you have been working in. Paste this prompt. Your AI has the context of your role, your 12 responsibilities, your integration plan, your monthly roadmap, your Week 1 plan and your Day 1 checklist. It will help you consolidate.

The wrap-up prompt
// We’ve just worked through an 8-step integration process together. You now know my role, my 12 responsibilities, my AI integration plan, my monthly roadmap, my Week 1 plan and my Day 1 checklist. Before you summarise anything ask me three things. What stood out for me as I worked through this. What surprised me about the process. What one thing am I committing to doing this week. Ask me the questions 1 at a time and Wait for my answer before moving to the next question. Then ask whether I’d like a comprehensive summary of my integration plan, my monthly roadmap, my Week 1 plan and my Day 1 checklist as a single take-away document I can save and refer back to. If I say yes give it to me in a clean structured format I can save.
Now · 10 minutes · Groups of 4

Share your starting point.

The question

What is your Day 1 action. Where in your role will it land. What is one thing you need to make it work.

01
Round the table on Day 1

About two minutes each. What is the first specific action you are taking with AI this week.

02
Where in your role

Name the specific responsibility this lands in. Be concrete.

03
What you need to make it work

One thing. Permission. Time. Support. Information. Name it out loud.

Time10 minutes
Groups5 groups of 4
Bring backOne Day 1 action. One role. One thing you need.
Wrapping up · What you have done in 55 minutes

What you have done.

Not a tour. A working integration plan grounded in your real role, with a Day 1 action ready to go. And the practical pattern of how to brief AI as a working partner.

Done 01
Primed an AI thread with intent

Set up a working session, not a one-off chat. The AI now treats your inputs as part of a journey.

Done 02
Provided your role context

Listed your 12 responsibilities. The AI now knows the shape of your work, not just the task in front of it.

Done 03
Generated 30 use case ideas

Three creative ways AI can support you across each of the 10 input output combinations.

Done 04
Designed an integration SOP

Turned one use case into a structured, testable process. A working method, not just an idea.

Done 05
Built a monthly roadmap

A bounded plan you can commit to. Realistic. Intentional. Easy to come back to.

Done 06
Created a Day 1 checklist

A specific, achievable action ready to take. Today or tomorrow. Integration moves from theory to practice.