In the first AI Live chat on LinkedIn, Kelsey interviews CIT President and CEO Kyle about how he uses Claude Code as an agent-based executive assistant running locally on his MacBook. Kyle describes building MCP connectors into business systems like Halo (ticketing/PSA), NetSuite (financials), email, and team chats, plus using “skills” that load only when needed to save tokens and cost. He explains how he prompts in plain language while the AI helps build the setup, and shares examples like generating daily “morning” and end-of-day recaps, creating customer health summaries, and quickly producing spreadsheets to identify inactive customers by correlating invoicing and support data. They discuss rapid shifts in AI-assisted coding, data quality checks, ROI, and how AI may transform roles more than replace them.

00:00 Welcome And Setup

00:47 CEO Nighttime AI Habits

01:45 Building A Local Agent

03:44 Daily Workflow With Claude

05:11 Plain Language Development

07:37 Claude For Everyone

08:54 Skills And MCP Explained

14:19 AI Writing Software Shift

16:59 Productivity ROI Examples

19:56 Quick Hit Use Cases

20:55 Voice Notes to Tasks

21:19 Instant Customer Checkins

23:14 Reengaging Stale Accounts

26:21 Access Permissions and Data Quality

28:07 Validating AI Outputs

29:28 Cost Value and Key Users

31:44 Daily Recap Replacing Dashboards

33:37 Agents and the Future of Work

36:05 Replacing vs Transforming Roles

41:35 Adoption Advice and Wrap Up

AI Live Chats: Enhancing Business Operations