AI Training and Automation

AI your team actually uses.

Training and automation your team keeps, with people reviewing the work before it counts.

Team Workshops
Build something real
Readiness Assessment
Where AI pays off
Implementation
Built with your team
Team Workshops and Intensives

Train the People Who Do the Work

Private to your team

Private training run on your own work, not generic examples. We teach the parts that don't go out of date: judgment, knowing your data, and workflows that hold up.

Workshop

A working day

Your team spends the day building one real workflow end to end, on your own work, and keeps the prompts and files they made.

Intensive

A multi-week program

For the people who will do the building: controllers, FP&A, operations and product leads. It ends with a working project on realistic synthetic data.

  1. BeforeShort interviews and setup, so the work fits your team and your tools.
  2. DuringHands-on building, with a person reviewing every output that matters.
  3. AfterA follow-up session on what stuck and what to build next.
AI Readiness Assessment

Know Where AI Pays Off Before You Spend

A structured review of your workflows, data and controls, practices-aligned to NIST AI RMF and ISO/IEC 42001, ending in a prioritized plan tied to your numbers.

You get

Where AI pays off

The workflows where AI saves real time or money, ranked by payoff and by risk.

You get

What has to be true first

The data, access and review steps that need to be in place before anything is automated.

You get

A prioritized plan

What to do first, what can wait, and who on your team owns each step.

F3 Insights is practices-aligned to NIST AI RMF, ISO/IEC 42001, ISO/IEC 27001, SOC 2, and NIST CSF. Not certified, and not certification in progress.

Use cases

AI Use Cases, by Office

CFO · COO · CRO · CMO · CSO

Where AI tends to help first, by the executive who owns the work.

CFO

Office of the CFO

Finance and controls

  • A faster close and cleaner reports
  • Quicker forecasts and budget updates
  • Controls and an audit trail on AI work
COO

Office of the COO

Operations

  • Routine workflows automated, with sign-off
  • Procedures written down and kept current
  • Controls and an audit trail on AI work
CRO

Office of the CRO

Revenue

  • A pipeline forecast you can rely on
  • Clean CRM data
  • Early warning on customers likely to leave
CMO

Office of the CMO

Brand and demand

  • On-brand AI content, reviewed before it goes out
  • Marketing data in one place
  • Campaign results you can defend to the board
CSO

Office of the CSO

Strategy

  • Competitor and market tracking
  • Scenario planning
  • Research for acquisitions and new markets

Looking for finance advisory? See CFO Operations →

Implementation

Build the Use Cases You Chose

Once the plan is agreed, we build the first use cases with your team, not for it.

1

Design

We work through the chosen use cases with your team: the workflow, the data it needs, and where a person reviews the output. You see a working prototype before anything is built for real.

2

Build

We build the workflows with your team, with an audit trail on every step, so your people can run and change them after we step back.

3

Support

Lighter, on-call help once it is running: reviews of what was built, new use cases as they come up, and a steady hand for board preparation.

We help you decide first and build only when the build earns its place. No lock-in, no vendor allegiance, and nothing we hand you that you can't audit.

Questions

AI Training and Automation, Answered

What is human-in-the-loop (HITL) AI oversight?

Human-in-the-loop oversight means a named, accountable person reviews AI output before it drives a decision. F3 Insights builds it as designed checkpoints, such as approval thresholds, sampling, and audit trails, rather than a promise to look things over.

Glossary: human-in-the-loop
How should a mid-market company start with AI?

Start with your people and one measurable use case, not a platform purchase. Most companies begin with a free seminar or an AI Readiness Assessment, decide which decisions AI may make alone, which it only recommends on, and which stay with a person, then build the first automation with a person reviewing its output. Success is measured in hours returned, margin, and cash rather than demos.

Is AI adoption safe for a company that answers to auditors, lenders, or a board?

Yes, if it is governed. F3 Insights ships every AI system with defined decision types, review checkpoints, audit trails, model documentation, an incident playbook, and quarterly model review, sized for a $10M–$70M company yet credible to an auditor. F3 Insights is practices-aligned to NIST AI RMF, ISO/IEC 42001, ISO/IEC 27001, SOC 2, and NIST CSF. Not certified, and not certification in progress.

Contact

Let's Talk

Ready to explore how F3 Insights can help your business? Start with a conversation. We typically respond within one business day.

Get in touch

Whether it is AI training for your team, automation that gives you time back, or finance systems you can run on, we'd love to learn about your business and talk through how we can help.

Emailinfo@f3insights.com
StudioSan Diego, CA
ResponseWithin one business day