Building an AI Agent for Real Team Work
What if your best client reports already exist—you just haven’t assembled them yet?
In this episode of Try AI for Growth, Sara Vicente Barreto shares how she used Claude for Word to transform rough working notes into polished, professional client progress reports. Instead of spending hours rewriting, formatting and structuring information, she uploaded her project mandate alongside her weekly notes and asked Claude to create the first draft.
The result wasn’t simply better writing. It was a repeatable workflow that allowed her to focus on what mattered most: the quality of her thinking and advice. By keeping good notes throughout the week and letting AI handle much of the structure and presentation, she created consistent, client-ready reports in a fraction of the usual time.
If you’re a business leader, consultant or entrepreneur looking for practical ways to use AI in your daily work, this episode demonstrates how AI can remove friction from routine documentation without replacing your expertise or judgement.
