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🎥 How to Use Claude in Chrome
Most people use Claude by typing into a chat window. But there's a Chrome extension that lets Claude actually see your screen, click buttons, browse websites, and work across tabs. It's like having a virtual assistant sitting beside you ... doing the boring browser work you hate. I've just recorded a full walkthrough and I'm sharing it here so you can see what's possible. In the video I cover: ✅ Setting up the extension and choosing the right model ✅ The approval settings that keep you in control ✅ A live demo of Claude browsing Amazon and finding products that match specific criteria ✅ How tab grouping controls what Claude can see ✅ The Teach Claude feature where you record a workflow and Claude learns to repeat it ✅ Scheduling tasks so they run automatically every day or week ✅ Security tips including prompt injection and why it matters The bit that blew my mind ... I taught Claude to review my Skool membership requests every morning. It checks for spam, looks at whether applicants are accountants, and approves or leaves them for me. I set it up once. Now it just runs. 👇 The video is below 👇 Have you tried the Claude Chrome extension yet? If so, what did you use it for? And if not ... what's the first thing you'd want it to do for you? 👇
🎥 How to Use Claude in Chrome
🎥 Missed Yesterday's Webinar? Here's the Recording
Over 200 people showed up live yesterday as I tackled the big question head on: can AI replace accountants and bookkeepers? If you missed it... the recording is now on YouTube. 👉 Will AI Replace Accounting and Bookkeeping? Here's what we covered: - Why agentic AI is fundamentally different from ChatGPT chat — it doesn't just answer questions, it takes actions inside your software - What I actually did using agentic AI on my own year-end accounts (bookkeeping, financial statement review, correcting journal entries — all done by AI) - Cowork vs Codex — which tool to use and why - The 6 techniques that get the best results from agentic AI - Privacy, security, and costs — and why the picture is more positive than you might think I also ran a live poll during the session. Check out the results in the image below ... they tell an interesting story about where most people are right now. The number one barrier? Privacy and security (26%), closely followed by not knowing how to do it (25%). Both of those are addressed in the recording. Which of those barriers resonates most with you? 👇
🚀 Want to master AI… but not sure where to start?
Let me help you with the fundamentals. Last week I ran a live webinar to help people understand the key building blocks for using AI confidently and effectively. If you’re feeling overwhelmed by all the AI tools and changes (or unsure how this fits into the future of your work) this session is for you. 📺 I’ve just added the full replay below 👇 Here’s what you’ll discover inside: • ✅ The three critical things firms must focus on to stay relevant in the AI age • ✅ The simple definition of an LLM—and why it’s central to how accountants use AI • ✅ The #1 skill you need to learn to get better, faster results from ChatGPT • ✅ The real risk of AI “hallucinations”… and how to reduce them • ✅ A practical example of how to create a client-ready report in 2 minutes using AI • ✅ My top tools, tips, and privacy advice for using AI securely and efficiently • ✅ The most powerful use cases for firms—and how to start today with confidence This is a great place to begin (or reset) your AI learning journey with clarity and direction. 💬 After watching, let me know in the comments: What else would you like me to teach in this community? I’m listening… and building new training based on your feedback!
🚀 Want to master AI… but not sure where to start?
🎬 Getting Started with Claude — Your Complete Feature Roadmap
Most people sign up for Claude, open the chat, ask a few questions ... and never touch the other 90% of what they're paying for. Sound familiar? I've just released a full walkthrough video that takes you through every Claude feature you need to know ... in the exact order you should learn them. This is actually part of a course inside the AI Academy ... but I wanted to give you a taster of what we do in there. So here it is. We don't just jump into the features. We start with the settings that most people skip ... and they're the ones that make the biggest difference. In the video I walk you through: • The 5 chat settings you should configure before doing anything else (and why custom instructions is the single highest-impact one) • Why the privacy toggle matters when you're handling client data • How to choose between Sonnet, Opus, and Haiku without burning through your usage • All 13 Claude features explained step by step ... from basic chat to Connectors, Projects, Cowork, Skills, Design, and beyond • The additional settings you need when you move to Cowork (folders, permissions, CLAUDE.md, and more) • What makes Live Artifacts, Claude in Chrome, and Claude in Office different from normal chat This is the video I wish I'd had when I first started with Claude. It's 48 minutes, but think of it as your roadmap. You don't need to learn everything at once. Start with the settings, then work through the features one at a time. You'll see the video below 👇 Your Homework I've given you a lot in this video. Now it's your turn. Drop a comment below and tell me three things 👇 Which feature surprised you the most? Which one made you think "I didn't know Claude could do that"? Which feature are you going to try first this week? Not someday. This week. Pick one and commit to it. What questions have you got? If you want to go deeper on any of these features, let me know. I create training on exactly the topics you ask for. Don't just watch and move on. The people who get value from this community are the ones who take action.
🎬 Getting Started with Claude — Your Complete Feature Roadmap
There are two days left if you missed the recording.
If you missed the webinar last week on how to use AI to save time and stay relevant in the profession, it's available for two more days. Click here to watch it. In this webinar, I shared practical examples of how we can use tools like Claude and ChatGPT to build Excel spreadsheets, financial dashboards, client reports, and much more.
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Helping accountants & bookkeepers confidently leverage AI, ChatGPT & Claude to streamline workflows, boost profitability, and future-proof themselves.
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