Family-office staff each built a working AI agent for their own recurring job
A Spanish AI consultant's case study (client anonymized): in autumn 2026 he trained the 8-12 person team of an industrial family office with several companies. Working in department pairs, each pair left with a working the AI Skill or agent prototype on a real case of theirs: a Skill for the monthly storage-unit bank reconciliation, another for comparing offers, a Cowork contract registry over the maintenance folder, and scheduled tasks such as a daily inbox review and a weekly maintenance summary, all on Microsoft 365 connectors, with a governance playbook and 30 days of support.
How it works
- Online ecosystem session ending in homework: each person brings a real case
- In-person workshop in department pairs
- Build one Skill or agent prototype per pair on Microsoft 365 connectors
- Governance rules approved by management
- Automation map and internal playbook delivered
Why it’s worth knowing
Instead of one showcase bot, every pair of office staff left the workshop owning an agent for their own least-loved recurring task.
Where it’s from
Summarized from a public post on javadex.es. See the original ↗