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AITraining2U
Webinar · For Founders, Business Owners & Team Leads

How to Use Claude / Copilot
as a Mini CEO?

Run Claude — or Microsoft Copilot — as a strategic thought partner that works alongside you like a mini CEO: pressure-testing your decisions, drafting the plan, and turning scattered thinking into clear weekly priorities and actions.

Examples
5 End-to-End
Format
Live · Hands-on
Take-home
Copy-ready Prompts
Practical. Proven. Purposeful. — AITraining2U PLT
Your Trainers

Led by practitioners,
not theorists

Chan Wei Khjan

Chan Wei Khjan

Audit Partner, YYC · MIA Board

Chartered Accountant (ACCA · C.A.(M) · FCA Singapore) and MIA board member. Featured in Business Insider for pioneering AI inside the accounting profession.

Marcus Chia

Marcus Chia

AI Product Manager & Harness Engineering Expert

Builds and ships AI workflows in the wild — Claude projects, MCP servers, multi-agent pipelines and data dashboards. Turns messy business problems into working AI solutions.

Warren Leow

Warren Leow

Founder, AITraining2U PLT

Drives AITraining2U's mission to equip 100,000 Malaysians with practical AI skills — hands-on with AI agents, automation and applied analytics for enterprise teams.

Today you'll build alongside us — every Mini CEO example paired with something you can try the moment you're back at your desk.

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The Real Bottleneck

Most founders aren't short
on ideas.

They're short on time to see clearly — the market moves, the numbers pile up, and every day brings a dozen calls only they can make.

A real CEO has a chief of staff, an analyst and a strategist feeding them. Run Claude as all three, and the work that used to take a team takes a prompt.

WHAT A CEO NEEDS ON TAP
A clear read on the market
Who's moving, what changed, where the gap is
Foresight before you commit
Best / base / worst — and what breaks the plan
A brief every morning
What matters today, what's waiting on you
Numbers you actually understand
The story behind the P&L, not just the rows
The Map

Five ways to run Claude
as your Mini CEO

1
Market Research
Map the landscape from the live web — players, pricing, white space, and what changed.
2
Scenario Planning
Model best / base / worst, stress-test the strategy, and see what breaks it before you commit.
3
Daily Brief
A chief-of-staff briefing each morning: today's priorities, decisions pending, what needs you.
4
Metrics & Financial Review
Paste the P&L or dashboard — variance analysis, anomalies flagged, and the story behind the numbers.
5
Live Dashboard Artifact
Turn any spreadsheet into an interactive, shareable dashboard — KPI cockpit, charts & filters — that refreshes on a schedule.

Every example ships with a set of copy-ready prompts — tap Copy, paste into Claude, edit the bracketed bits, run.

Example 01Market Research

Know the field cold — without 40 open tabs

Landscape scan
Claude reads the live web — players, positioning, pricing & segment — and cites every source.
Find the white space
The gap no rival owns — a segment, price point or message you can go take.
What changed
New entrants, pricing moves, regulation — the 3 shifts that should worry you.
Runs on a schedule
Cowork re-scans your rivals every week and emails the digest via Gmail — set once with Schedule.
claude.ai · Market Intel
TRACKED
Rival A
Rival B
Rival C
OUTPUT
Landscape table
White-space map
Live web Sourced
Map our market in Malaysia and find the gap.
Read 3 sites + pricing pages. Gap found: nobody targets SME teams under 20 seats with done-for-you onboarding. Table & sources built →
Example 01 · PromptsCopy · Paste · RunLab 1 · working files

Market research prompt set

1 · Landscape scan
Using the live web, map the
[industry] market in [country /
region].

Find the top 6-8 players. For
EACH, visit their site and capture:
- Positioning & target ICP
- Core offer + top 3 features
- Pricing tiers (price + what's in)
- Proof: logos, case studies,
  funding
- Their sharpest & weakest message

Output one comparison table, a row
per player. Cite a source URL for
every fact and flag anything you
couldn't verify.

Then rate the market's attractiveness
with Porter's Five Forces —
rivalry, new entrants, substitutes,
buyer & supplier power — High / Med /
Low each, one line of why.
2 · Gaps & shifts
Here's what we do: [1-paragraph
description + our pricing].

Using the landscape above:
1. Plot us vs rivals on a 2×2
   positioning map: [axis 1] vs
   [axis 2].
2. Find 3 "white space" gaps nobody
   owns — segment, price, or message.
3. Score each gap on a 2×2: market
   attractiveness × our right-to-win
   (with a rough TAM for each).
4. Flag the 3 biggest shifts in this
   market in the last 6 months.

Recommend the ONE angle to test next
quarter, and the first step.
3 · Automate the watch
Now automate this. Using Cowork,
Schedule it to run every Monday
at 8am:

1. Re-check [Rival A / B / C] — their
   site, pricing and any new launches.
2. Compare to last week and flag what
   changed.
3. Scan the web for news mentioning
   them.

Then email me a one-page digest via
Gmail with a "what to act on
first" section. Draft it — don't send.

Tip: same play in either stack — Claude + Cowork + Gmail, or Copilot + Microsoft 365 + Outlook.

Example 01 · WorkedIllustrative Example

What comes back: the landscape, filled in

Our running example — “Kopi Kita”, a fictional 14-outlet KL specialty-coffee chain — runs the landscape prompt. Claude reads the live web and hands back a sourced table plus a structured read:

Competitive landscape · Malaysian coffee chains
PlayerPositioningAvg cupSharpest edge
ZUSAffordable, tech-ledRM9–12App + scale
TealiveMass-market teaRM7–10Outlet density
Indie specialtyPremium, bean-storyRM15–20Craft + loyalty
Kopi KitaLocal specialty, midRM11–14— (to define)
White space

Nobody owns “specialty-grade coffee at mass-market speed” for the office-lunch crowd. Kopi Kita can take the RM12 weekday-subscription niche.

PORTER'S FIVE FORCES — quick read
  • Rivalry: High — ZUS & Tealive expanding fast
  • New entrants: High — low capital barrier
  • Buyer power: Med — near-zero switching cost
  • Supplier power: Rising — bean prices +19% YoY

Illustrative figures for teaching — not real company data. A live run cites every source URL.

Example 02Scenario Planning

See around corners before you commit

1
Best / base / worst
Three scenarios modelled over your horizon — assumptions, revenue & cost impact, and the trigger for each.
2
Stress-test the base case
The single event that breaks the plan — and the chain of consequences if it hits.
3
Early-warning signals
The leading indicators that tell you which scenario you're actually heading into.
Contingency, kept live
Cowork drafts the worst-case plan; a recurring review lands on your Google Calendar each month.
Example 02 · PromptsCopy · Paste · RunLab 2 · working files

Scenario planning prompt set

1 · Three scenarios
We're weighing [decision /
initiative]. Our position now:
[revenue, costs, cash, headcount,
key numbers].

Model 3 scenarios over the next
[timeframe] — best / base / worst.
For EACH:
- The 3-4 key assumptions
- Impact on revenue, cost and cash
- The single trigger that tips us in
- A rough probability

Show it as a side-by-side table, add a
probability-weighted "expected case"
row, then tell me which scenario our
current plan is secretly betting on.
2 · Stress-test & signals
Now stress-test the base case.

1. What single event would break it?
   Walk the chain of consequences step
   by step, and how much runway we'd
   have to react.
2. For all 3 scenarios, give the
   earliest leading indicators — 4-5
   metrics to watch, each with the
   threshold that should trigger
   action.
3. Sensitivity check: which 2
   variables move the outcome most?
   Rank them and show the swing.

Keep it specific to us, not a generic
risk register.
3 · Plan & review cadence
For the worst case, use Cowork to
build a 1-page contingency plan: what
to cut, what to protect at all costs,
and the first 3 moves in week one.

Then turn the early-warning metrics
into a monitoring checklist, and add a
recurring "scenario review" to my
Google Calendar on the first
Monday of each month — with that
checklist in the invite notes.

Tip: attach your actuals and the model runs on real numbers — in Claude (Cowork + Google Calendar) or Copilot (Outlook Calendar).

Example 02 · WorkedIllustrative Example

Three scenarios, costed

Kopi Kita weighs opening 6 new outlets in FY26. Claude models it on the current numbers:

FY26 expansion · best / base / worst
ScenarioKey assumptionRevenueEBITDARunwayProb.
Best8 outlets, SSS +8%RM18.0mRM2.7m (15%)14 mo25%
Base6 outlets, SSS +4%RM15.2mRM1.8m (12%)11 mo50%
Worst3 open late, SSS −3%RM11.5mRM0.4m (3%)5 mo25%
Expected value

Probability-weighted EBITDA ≈ RM1.7m. The plan quietly bets on Base — but only Worst drops runway below 6 months.

SENSITIVITY — the swing variable

Same-store sales moves the outcome most: a 3-pt SSS swing flips FY26 between comfortable and cash-tight. Watch it weekly — it's the early-warning trigger.

Illustrative figures for teaching — Claude runs this on your real actuals when you attach them.

Example 03Daily Brief

A chief of staff, every morning

The morning brief
Today's 3 things that matter, decisions waiting on you, and anything at risk of slipping.
Prep the day
Every meeting gets a one-line "why it matters" and the question to walk in with.
Decisions pending
Everything blocked on you, each with a recommended default so you can just say yes.
Runs before you sit down
Schedule + Cowork read your Google Calendar & Gmail and email the brief every morning.
claude.ai · Morning Brief
FEEDS IN
Calendar
Inbox notes
Open items
OUTPUT
<200-word brief
8:00 AM Chief of staff
My brief for today.
Top 3: close the Rival A deal, sign off Q3 budget, reply to investor. Waiting on you: 2 approvals. At risk: hiring plan slipping →
Example 03 · PromptsCopy · Paste · RunLab 3 · working files

Daily brief prompt set

1 · The morning brief
Act as my chief of staff. Connect to
my Google Calendar and Gmail.

Each morning, give me a brief under
250 words:
1. TODAY — my 3 top priorities, ranked
   by the Eisenhower matrix
   (urgent × important). Flag the one
   80/20 task that moves the most.
2. MEETINGS — for each, a one-line "why
   it matters" and the question to walk
   in with.
3. WAITING ON ME — decisions people are
   blocked on, each with a default.
4. AT RISK — anything likely to slip.

Confirm the format, then run today's.
2 · Triage the inbox
Go through my Gmail from the last
24 hours and triage it into:
- Needs a decision from me (add a
  1-line recommendation each)
- Needs a quick reply (draft it)
- FYI only (one-line summary)
- Ignore / unsubscribe

Don't send anything — save the replies
as Gmail drafts so I can review,
tweak and send.
3 · Schedule it
Schedule this to run on its own.

Every weekday at 7:30am, using
Cowork:
1. Read my Google Calendar and
   Gmail.
2. Generate the morning brief above.
3. Email it to me first thing.

Also block 30 min of "focus time" on
my calendar each afternoon in my
lightest stretch, and protect it from
new invites.

Tip: connect Gmail + Google Calendar to Claude, or Outlook to Copilot — either sees your real day and delivers the brief.

Example 03 · WorkedIllustrative Example

Monday's brief, in your inbox

7:30am, before Kopi Kita's founder sits down — priorities ranked by the Eisenhower matrix, the 80/20 task flagged first:

Morning brief · Mon 20 Jul · <250 words
Today · top 3
  1. Sign the Bangsar lease before 5pm — landlord has another offer 80/20
  2. Approve Q3 bean-supplier switch — locks price 6 mo
  3. Reply to Grab partnership email
Meetings

10:00 Ops review — SSS dipped 2 weeks; walk in asking “which 3 outlets, and why?”
14:00 Investor call — they'll probe runway; lead with cash-months.

Waiting on you · At risk

2 approvals: marketing RM40k (default: approve), new-hire offer (default: hold). At risk: TTDI opening slipping 3 wks — permit stuck.

Eisenhower matrix

Each item is scored urgent × important. The lease is both — so it leads. Busywork gets delegated or dropped, not surfaced.

WHY IT WORKS

You open your laptop to three decisions, not fifty open loops — each with a recommended default, so most of the list is just “yes”.

Illustrative — generated from a fictional calendar & inbox. Your run reads your real Google Calendar & Gmail.

Example 04Metrics & Financial Review

Read the story behind the numbers

Read the numbers
Paste the P&L or dashboard — get the headline in 5 bullets, up and down.
Variance analysis
Every line vs budget or last period, with the likely driver behind each move.
Anomalies & red flags
What doesn't add up — the early warning an investor would circle.
So what — the actions
The 3 numbers to manage this month, and one move to shift each.
claude.ai · P&L Review
ATTACHED
P&L.xlsx
Budget.xlsx
OUTPUT
Variance table
Red flags
Analysis Flags
Review our March P&L vs budget.
Headline: revenue +8%, but gross margin −4pts. Red flag: COGS up 19% — supplier price rise not passed on. Fix this first →
Example 04 · PromptsCopy · Paste · RunLab 4 · working files

Metrics & financial review prompt set

1 · Read the numbers
Here's our P&L / metrics for [period]
(attached as a spreadsheet, or below).

1. Summarize the story in 5 bullets —
   what's up, what's down, and the one
   headline I'd give the board. Plain
   English, no jargon.
2. Compare to [last period / budget]:
   flag every variance over [10]%, name
   the likely driver, and output a table
   sorted by impact on the bottom line.
3. Compute the core metrics — gross &
   contribution margin, EBITDA margin,
   cash runway (months) — and build a
   variance bridge from budgeted to
   actual EBITDA, RM impact per driver.
2 · Red flags & actions
Now pressure-test the numbers.

1. What doesn't add up, or would worry
   a sharp investor? Point me at early
   warnings — margin drift, cash burn, a
   cost line outgrowing revenue, customer
   concentration. Flag any metric
   breaching a healthy threshold (gross
   margin, cash runway, CAC payback).
2. What are the 3 numbers I should manage
   most closely this month?
3. For each, give one concrete action to
   move it and the metric I'll check.

Be direct — what would you fix first?
3 · Automate month-end
Automate this for month-end. On the
last working day of each month, using
Cowork (Schedule it):

1. Pull the latest P&L [from the sheet
   / connected source].
2. Run the variance + red-flag checks.
3. Draft a 1-page review with the 3
   actions.

Email it to me via Gmail and add
a 20-min "finance review" to my Google
Calendar the next morning.

Tip: it reads the cells straight from the sheet — Claude or Copilot in Excel — then Cowork / Copilot make the monthly close a routine.

Example 04 · WorkedIllustrative Example

March P&L, read in 30 seconds

Kopi Kita pastes its March P&L vs budget. Claude returns a variance bridge and the numbers to manage:

March actuals vs budget · variance bridge
LineActualvs BudgetDriver
RevenueRM1.32m+6%2 new outlets ramping
COGSRM0.54m+19%Bean price rise, not passed on
Gross profitRM0.78m · 59%−4 ptsCOGS outpacing price
OpexRM0.68m+2%In line
EBITDARM0.10m · 8%−38%Margin squeeze
Fix first

COGS up 19% while price held flat — a RM1/cup rise restores gross margin to ~63% and adds ~RM0.13m EBITDA.

3 NUMBERS TO MANAGE
  • Gross margin 59% → target 63%
  • Same-store sales +4% → hold above +3%
  • Cash runway 7 mo → rebuild past 12

Illustrative figures for teaching — Claude reads the real cells straight from your attached spreadsheet.

Example 05Live Dashboard Artifact

From a spreadsheet to a dashboard you can share

Data → dashboard
Attach a sheet; Claude builds an interactive Artifact — KPI strip, charts, filters — no BI tool required.
KPI cockpit
The numbers that matter, up top: revenue, gross margin, cash runway, same-store sales.
Ask and it rebuilds
"Add an outlet filter", "flag margin below 60% red" — it updates live, no formulas.
Refreshes itself
Cowork rebuilds it each month-end from the latest data and emails the link via Gmail.
claude.ai · Live Dashboard
VIEWS
Overview
By outlet
Trends
OUTPUT
Shareable link
Artifact Interactive
REVENUE
RM1.32m
GROSS MARGIN
59%
Revenue by outlet
Example 05 · PromptsCopy · Paste · RunLab 5 · working files

Live dashboard prompt set

1 · Build the dashboard
Here's our data: [attach the
spreadsheet — e.g. monthly actuals
by outlet].

Build me an interactive dashboard as
an Artifact. Include:
- A KPI strip: revenue, gross margin %,
  cash runway, same-store sales
- A bar chart of revenue by outlet
- A line chart of revenue & margin
  over time
- A filter to switch outlet / month

Clean, modern, brand accent #D97757 on
a cream background. Make it shareable.
2 · Shape & refine
Now refine it. Iterate with me:
1. Add a view ranking outlets by
   contribution margin, worst first.
2. Colour margin below 60% red, above
   65% green.
3. Add a scenario toggle — low / base /
   high — that flexes revenue by an
   assumption I set.
4. Add a one-line "so what" insight box
   up top that updates with the filter.

Rebuild the Artifact each time so I see
the change live.
3 · Keep it live
Keep this dashboard live. Using
Cowork, Schedule it to run
every month-end:

1. Pull the latest numbers [from the
   sheet / connected source].
2. Rebuild the dashboard Artifact with
   the new month added.
3. Write a 3-bullet "what changed vs
   last month" summary.

Email me the updated dashboard link and
the summary via Gmail.

Tip: Claude Artifacts make it a working app; in Copilot the same lives in Excel / Power BI — refreshed and shared automatically.

Example 05 · WorkedIllustrative Example

One dashboard, the whole business at a glance

Kopi Kita turns its outlet data into a live dashboard — the founder and every outlet manager open the same link:

Kopi Kita · Live Ops Dashboard ● updated month-end
REVENUE
RM1.32m
+6% vs bud
GROSS MARGIN
59%
−4 pts
CASH RUNWAY
7 mo
watch
SAME-STORE
+4%
above +3%
REVENUE BY OUTLET (RM'000)
Bangsar
KLCC
TTDI
PJ SS2
Bkt Bintang
Live & shareable

One link, always current. Cowork rebuilds it every month-end and emails the team — no BI licence, no analyst, no stale slides.

ON THE DASHBOARD
  • • KPI cockpit — revenue, margin, runway, SSS
  • • Revenue & margin by outlet, filterable
  • • Low / base / high scenario toggle
  • • "So what" insight that updates with filters

Illustrative figures for teaching — the real Artifact is built live from your attached spreadsheet.

Recap

The Mini CEO operating system

1
Research
A clear read on the market — landscape, white space, what changed.
2
Foresee
Best / base / worst scenarios and what breaks the plan.
3
Brief
A chief-of-staff briefing every morning — priorities and pending calls.
4
Review
The story behind the P&L — variances, red flags, actions.
5
Ship
Turn the numbers into a live dashboard Artifact your whole team opens — refreshed on a schedule.

Claude isn't an oracle.
It's a thought partner.

The founders who get the most out of AI aren't the ones who ask it for answers — they're the ones who ask it to argue, structure, and execute.

The Bigger Picture

A modern CEO's five-sided skill set

The Mini-CEO playbook you just ran is orchestration in action. The leaders who compound that edge build capability across all five points of the AI pentagon — and let orchestration conduct the lot.

AI OrchestrationConduct all five together
AI Agentic AutomationReclaim the hours lost to busywork
AI Vibe CodingShip the tool without waiting on IT
AI AnalyticsDecide on data, not gut feel
AI Security & GovernanceDeploy AI safely & in policy
AI MarketingGrow demand & engage customers

Each point is a hands-on, HRDC-claimable AITraining2U course — the pentagon from our Manifesto, made practical. Next: where to learn each →

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Our courses at AITraining2U.com

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