One class, two client academies.
This is one Alpine Academy class, shown the way two different companies' staff see it.Same class, different tools, rules, examples and brand.Nothing below is hand-edited per client: each academy is one config file.
Fictional example companies
Intake & Triage
Build a triage flow for your own queue
Every team has a queue: leads, tickets, invoices, applications, review requests.Build a flow that reads each item as it arrives, pulls out the key facts, scores it against your criteria, routes it to the right owner and drafts the reply.Anything a person must decide gets flagged, not guessed.
- 01Map your queue: what arrives, who owns it, and what "urgent" means
- 02Extract the key facts from emails, forms and documents
- 03Score and prioritize against criteria you define
- 04Route each item to the right owner automatically
- 05Draft replies and flag the decisions a human must make
- AI assistantsMicrosoft Copilot
- AutomationPower Automate
The models built into Microsoft 365 Copilot, in the Ashgrove tenant
Use Microsoft Copilot signed in with your Ashgrove account, and Power Automate in the Ashgrove environment.Other AI tools are not approved for client or firm data.
Client data never leaves approved tools
Non-public personal information is protected under GLBA and Reg S-P.Use Copilot signed in with your Ashgrove account and nothing else.Never paste names, account numbers or balances into a public AI tool.
Outputs that inform decisions are models
If an AI output feeds a credit, pricing or suitability decision, it falls under model risk management (SR 11-7).Document what it does, validate it, and keep a human making the call.
No unreviewed AI in credit decisions
Fair lending rules (ECOA and Reg B) apply whatever the tool.AI can prepare a credit memo.It cannot approve, decline or price a loan.
Triage incoming marketing submissions by product, risk and deadline, and route each to the right reviewer.
What changed between the two.
Both columns are read from the two configs for Intake & Triage.Change the class above and the table follows.
| Difference | Ashgrove Financial | Northwind Logistics |
|---|---|---|
| Tools named | Microsoft Copilot and Power Automate | ChatGPT Enterprise and Zapier |
| Model and tool policy | The models built into Microsoft 365 Copilot, in the Ashgrove tenant Use Microsoft Copilot signed in with your Ashgrove account, and Power Automate in the Ashgrove environment.Other AI tools are not approved for client or firm data. | The models available in the Northwind ChatGPT Enterprise workspace Use ChatGPT Enterprise signed in with your Northwind account, and Zapier in the Northwind workspace.Other AI tools are not approved for customer or shipment data. |
| Role example | Compliance & Risk Triage incoming marketing submissions by product, risk and deadline, and route each to the right reviewer. | Operations Triage inbound carrier emails: pull out load numbers and appointment times, and route each to the right desk. |
| Risk themes |
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| Brand | Ashgrove AI Academy
| Northwind AI Academy
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Your company is the third column.
We scope your tools, rules and roles, then build your version.