Morning Agenda
Real Workflows, Not Theory
See live automation demos you can implement within a week
Ready-to-Use Prompts
Leave with prompts specific to your industry
AI + Human Balance
Know exactly where AI helps and where you stay in control
Built for the NC Triangle Community
This Event is Designed for:
Banking & Financial Services
Automate lead intake, draft first‑pass client emails and review reminders, and keep CRM data clean with AI‑assisted summaries and no‑code workflows.
Healthcare & Medical
Streamline intake forms, route messages to the right staff, and generate patient‑friendly summaries and reminders while keeping sensitive data in your existing systems.
Accounting / CPA / Finance
Turn long client emails into structured checklists, auto‑draft engagement letters, and standardize follow‑ups around filings and renewals.
Technology / IT / AI
Use AI‑powered automations as a layer on top of your existing stack—connecting email, forms, CRM, and ticketing tools with platforms like n8n, Zapier, or Make.
Retail / Small Business
Capture inquiries from web, phone, and social in one place, send fast automated responses, and trigger review requests and follow‑ups without manual tracking.
Meet Your AI & Innovation Expert
Abhi is an experienced technology team leader, delivering innovative solutions in the enterprise software market. Abhi holds an MBA with specialization in Innovation Management from North Carolina State University.
At Patagonia Health, Abhi architected a multi-tenant SaaS platform for Electronic Health Record (EHR), Patient engagement tools, and billing. EHR is a mission critical application for a health organization. Previously at Symantec, he designed, created products for network management, storage management used by Fortune 500 companies. Abhi holds several patents in network discovery and management.
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