Skip to content
Sign in
Artwork for Try AI for Growth
Try AI for Growth · June 26 · 8 min

The Best Reports Start as Messy Notes

In this episode of Try AI for Growth, Sara Vicente Barreto explores how Claude for Word transformed a routine client reporting process into a repeatable workflow. Starting with nothing more than a project mandate and a collection of rough working notes, she used AI to create a structured, professional report in minutes, while keeping complete control over the content and judgment behind it. Rather than replacing expertise, this experiment shows how AI can remove the friction from documentation, helping leaders focus on thinking instead of formatting. Sara shares practical lessons on capturing good notes, creating repeatable workflows, and using AI to produce polished reports that save time without sacrificing quality.

0:00-8:30
Play in

transcript

No transcript — this publisher did not publish one.

show notes

In this episode of Try AI for Growth, Sara Vicente Barreto explores how Claude for Word transformed a routine client reporting process into a repeatable workflow. Starting with nothing more than a project mandate and a collection of rough working notes, she used AI to create a structured, professional report in minutes, while keeping complete control over the content and judgment behind it.

Rather than replacing expertise, this experiment shows how AI can remove the friction from documentation, helping leaders focus on thinking instead of formatting. Sara shares practical lessons on capturing good notes, creating repeatable workflows, and using AI to produce polished reports that save time without sacrificing quality.

more episodes

All episodes