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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

FIG. 01 — ONE CLASS, TWO CLIENT ACADEMIES
Ashgrove AI AcademyCurriculum
Foundations · 1 session · 60 minutes

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.

  1. 01Write prompts with the formula Context + Task + Constraints + Format
  2. 02Use 7 reusable prompt patterns on real tasks
  3. 03Build a personal library of prompt templates
  4. 04Fix an answer that misses the mark with follow-up instructions
  5. 05Save standing context in your platform's custom instructions
Approved tools
  • 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.

Financial services

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.

In your role · Compliance & Risk

Build a prompt that checks a draft newsletter against the 2210 content standards and lists every claim that needs support.

Comparison

What changed between the two.

Both columns are read from the two configs for Prompt Engineering.Change the class above and the table follows.

DifferenceAshgrove FinancialNorthwind Logistics
Tools namedMicrosoft Copilot and Power AutomateChatGPT 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
  • –Client data never leaves approved tools
  • –AI drafts are still communications
  • –Customer and shipment data stays in approved tools
  • –Check every figure against the TMS and WMS
  • –Supplier and customs documents need a person's check
Brand

Ashgrove AI Academy

  • primary #0b3d2e
  • accent #0f6b4f

Northwind AI Academy

  • primary #0b2e59
  • accent #b45309

Your company is the third column.

We scope your tools, rules and roles, then build your version.

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