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AI · HANDS-ON WORKSHOP · TRAINING

IA para el ejercicio contable

Hands-on training so the Intel Tax Outsourcing SAS team could adopt ChatGPT Work with professional judgment, good practices and information protection.

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Portada del taller Inteligencia artificial para el ejercicio contableTALLER DE IA · INTEL TAX · 13 / 14
Client
Intel Tax Outsourcing SAS
Date
September 29, 2026
Format
Online · 2 hours
Participants
8 accounting professionals

// 01 · THE MISSION

AI proposes. The accountant decides.

Intel Tax Outsourcing SAS, an accounting and tax outsourcing firm, decided to adopt ChatGPT Work as a corporate tool and needed its whole team to start from the same base: of its eight members, four already used AI and four had not yet brought it into their work. Based on an assessment of their needs, I designed a tailored proposal and a theory-and-practice workshop focused on the responsible use of the tool, with special emphasis on protecting their clients' financial and tax information.

Use AI, always with an accountant's judgment.

The workshop pairs short explanations with activities drawn from day-to-day accounting work, so each concept is practiced on the spot and turns into concrete work habits.

Exercises are split by level: beginners learn the fundamentals from scratch while experienced users go deeper and systematize their good practices, all within the same session.

// WHAT WAS BUILT

02

Content

  • Generative AI fundamentals and their limits
  • Data protection and privacy in a corporate environment
  • Key features: chat, custom GPTs and Projects
  • Model selection and efficient use of the tool
  • Writing effective prompts and metaprompting
03

Methodology

  • Prior assessment with the team and a tailored proposal
  • Theory-and-practice session with accounting examples
  • Exercises tailored to each participant's level
  • Group activities and a gamified final assessment

Deliverables

  • Tailored training proposal
  • Presentation and support material for each attendee
  • Practical exercise guide
  • Usage guidelines for the tool's trial period
  • Six custom AI agents for the firm's areas

// INTEL AGENTS

AI assistants tailored to the firm

To complement the workshop I designed six custom GPTs, configured with specific instructions for the firm's areas. They handle frequent tasks without repeating context in every conversation and always leave the final review to the professional.

01

Tax

Support with tax filings, opinions and fiscal risk analysis.

02

Accounting close

Closing checklists, balance reviews and adjustments.

03

Payroll

Payroll changes, settlements and social security filings (PILA).

04

Audit

Test design, findings log and follow-up.

05

Management

KPIs, scenarios and team capacity analysis.

06

Prompt Master

Helps build and improve the instructions the team gives the AI.

// PROCESS

How I did it

  1. 01

    Assessment

    Team needs and level.

  2. 02

    Proposal

    Tailored content and agenda.

  3. 03

    Design

    Materials, exercises and agents.

  4. 04

    Workshop

    2-hour online session.

  5. 05

    Assessment

    Final game and Q&A.

MISSION ACCOMPLISHED

Results and impact

READ THE ARTICLE ChatGPT in your accounting firm: how to use AI without exposing your clients' data Go to the blog →

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