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
Prompt Engineering
Build your first reusable prompt templates
Better questions get better answers.Learn the formula (Context + Task + Constraints + Format) and 7 reusable prompt patterns that give you clearer, more usable output.Save the ones that work as templates you can reuse.
- 01Write prompts with the formula Context + Task + Constraints + Format
- 02Use 7 reusable prompt patterns on real tasks
- 03Build a personal library of prompt templates
- 04Fix an answer that misses the mark with follow-up instructions
- 05Save standing context in your platform's custom instructions
- 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.
AI drafts are still communications
A client email or piece of marketing that AI drafted is still covered by FINRA Rule 2210 and our retention obligations.It needs the same review and approval as anything you wrote yourself.
Build a prompt that checks a draft newsletter against the 2210 content standards and lists every claim that needs support.
What changed between the two.
Both columns are read from the two configs for Prompt Engineering.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 Build a prompt that checks a draft newsletter against the 2210 content standards and lists every claim that needs support. | Operations A reusable prompt that turns a shift's notes into a handover summary in the house format. |
| 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.