Agentic AI Setup: How to Build Smarter Workflows with Claude Cowork and ChatGPT Codex

AI has moved beyond answering questions — it can now work inside your projects: reading files, following instructions, editing documents, writing code, and completing multi-step tasks. But only if it's set up correctly. In this practical session, Mark Wickersham FCA shows accounting firm owners how to set up agentic AI using Claude Cowork and ChatGPT Codex. You'll learn how Claude Cowork can understand projects, edit files, and run commands across your workflow, and how Codex helps AI agents plan, build, review, and work across projects. What you'll discover: What agentic AI actually means — and why it's changing how accounting firms use AI How to structure your projects so AI has the context it needs Why linking AI tools to folders saves hours of repetitive work How knowledge files help AI deliver more consistent, accurate results Why skills matter for repeatable workflows and firm-specific processes Real examples of how accountants can use these tools today Common mistakes that cause chaos and unreliable AI output — and how to avoid them If you're an accounting firm owner ready to move beyond basic prompts and build proper AI-powered systems, this session is for you. #Agentic AI #Claude Cowork #ChatGPT Codex #AI for accountants #AI for accounting firms #Mark Wickersham #AI automation #AI tools for accountants ---------------------- 🟣 JOIN THE AI ACADEMY 🟣 Unlock higher profits and productivity with AI-driven workflows and ChatGPT automation. Join the AI Academy to access training, prompts, and software. Find out more here: ► https://www.skool.com/theaiacademy/about 🟣 GRAB A COPY OF OUR EBOOK 🟣 Get your free copy of "The 5 AI tools smart accountants are using to save hours every week" ► https://ebook.the-ai-community.com/