From transcripts to actions: how AI turns conversations into real work
3 July 2025
In this eye-opening session, Jordan Vickery, Co-Founder of The Firm and Vinyl, breaks down how accounting and bookkeeping firms can unlock serious value from a resource they already have: meeting transcripts.
What if your everyday client chats could become marketing gold, training tools, or new service opportunities? Jordan shows you how to use AI and prompt engineering to turn meeting notes into actual work—think blog posts, FAQs, SOPs and more. He also demos powerful templates and a free custom GPT built just for accountants.
You’ll walk away with ready-to-use prompts, clever automation tricks, and a whole new way to think about the conversations you're already having. No fluff, just practical steps to get more done with less effort.
Curious about how to get started without the overwhelm? Jordan's got you covered.
📌 Watch now and take your first step into turning words into workflows.
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