The AI Movement with Brooke

The AI Movement with Brooke

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The AI Movement with Brooke episodes

  • AI, Wellness Tech, Digital Twins & Trust (Live from Wellist Week Miami)

    I take you behind the scenes of Wellist Week in Miami, the first ever large-scale gathering bringing together founders, investors, scientists, clinicians, creators, and brands shaping the wellness economy. 

    First, I share my recap of the five AI panels I sat in on, covering everything from healthtech personalization and longevity science to digital twins, brand credibility, and what AI adoption actually looks like inside organizations right now.

    Then I sit down with Dr. Antonio Vasaiely, Chief AI Officer at Beyond Pilots, for a grounded conversation about where companies really are with AI, what agentic AI means for wellness and longevity brands, and why personalization is about to raise the bar for everything.

    Finally, I speak with Kunal Sood, founder of AudacityAI, about consciousness, leadership, infobesity, and why the most important thing any founder can do right now is get their story right before they train anything else.

    Two very different perspectives. One complete picture of where AI and wellness are headed. In this bonus episode between seasons, I am bringing you inside those conversations.

    🔥 Topics we cover:

    • Why AI personalization is moving from demographics to the individual level in health and wellness
    • How brands are using AI to build real credibility, and how others are using it to fake it
    • What digital twins actually are and why your data is already building a version of you
    • The three organizational challenges blocking real AI adoption, according to brain science
    • Why outsourcing tasks to AI lowers satisfaction, and what collaboration with AI looks like instead
    • What agentic AI means for wellness and longevity companies right now
    • Why founders need to master their story before they hand anything over to a machine
    • What "infobesity" is and why it may be the next major wellness challenge

    🔗 Connect & Learn More:

    • Wellist Week returns to Miami April 12 through 18, 2027: https://www.wellistweek.com
    • Dr. Antonio Vasaiely on LinkedIn: https://www.linkedin.com/in/pavasaiely
    • Kunal Sood on Instagram: https://www.instagram.com/kunalsood.ai

    Ready to cut through the AI overwhelm? Explore all my resources in one place → https://stan.store/BRXSTUDIO Free AI Guide • 45-Minute AI Jumpstart • How I AI Companion GPT

    Support your body against EMFs with Leela Quantum Tech - 5% off with affiliate code: BROOKE

    Disclaimer: This podcast is for general education only, not professional or medical advice. How I AI and its affiliates are not responsible for any outcomes from using this information.

    How I AI is now The AI Movement with Brooke.

    LinkedIn: Brooke Gramer

    Website: TheAIMovementPodcast.com

    Disclaimer: This podcast is for general informational and educational purposes only, not legal, financial, medical, business, technical, or other professional advice. Guest views are their own. Information may change, and accuracy, safety, or results are not guaranteed. Verify information and consult a qualified professional before acting. To the fullest extent permitted by law, The AI Movement, Brooke Gramer, and EmpowerFlow Strategies LLC disclaim liability arising from reliance on this content.

    47 min
  • Season 1 Finale: Switching to Claude, What I Actually Did on My First Login

    I’m taking you inside what happened when I finally reactivated Claude Pro and started setting up my AI workspace in real life. I’m breaking down the bigger shift underneath this move, why Claude has been making headlines lately, what the launch of Claude for Small Businesses signals, and why I think the more useful question is no longer which platform is better, but what role each one plays in the way we actually think, create, and run a business.

    This episode is also about the habits underneath AI adoption. I talk about why file naming protocols, folder structure, desktop organization, and clearer workflow language matter more than ever once AI starts living closer to your workspace. I also share why more people may need to rethink calling themselves non-technical as job titles, resumes, and the language of work continue to change.

    This one is for founders, creatives, marketers, and AI-curious professionals who are starting to realize that the next level is not just better prompts, but better structure, better systems, and a setup that supports the way they actually work.


    Helpful resources mentioned:

    AMP / The AI Exchange job posting analysis:
    https://news.theaiexchange.com/p/special-edition-we-analyzed-24-000-job-postings

    Anthropic + PayPal AI Fluency for Small Businesses:
    https://anthropic.skilljar.com/ai-fluency-for-small-businesses


    NY Tech Week Events:

    Mixer RSVP:
     https://www.eventbrite.com/e/1988914139732

    Women’s Vibe Code Workshop RSVP:
     https://partiful.com/e/3utTkNZhe2NKwkVBuUdU


    Ready to cut through the AI overwhelm?

    Explore all my resources in one place → https://stan.store/BRXSTUDIO
    Free AI Guide • 45-Minute AI Jumpstart • My Favorite Custom GPTs 

    If you’re a brand, event, or platform interested in sponsoring season two or collaborating around conference coverage, moderation, or thoughtful storytelling at the intersection of business, technology, and culture, I’d love to connect.


    Support your body against EMFs with Leela Quantum Tech - 5% off with affiliate code: BROOKE

    How I AI is now The AI Movement with Brooke.

    LinkedIn: Brooke Gramer

    Website: TheAIMovementPodcast.com

    Disclaimer: This podcast is for general informational and educational purposes only, not legal, financial, medical, business, technical, or other professional advice. Guest views are their own. Information may change, and accuracy, safety, or results are not guaranteed. Verify information and consult a qualified professional before acting. To the fullest extent permitted by law, The AI Movement, Brooke Gramer, and EmpowerFlow Strategies LLC disclaim liability arising from reliance on this content.

    20 min
  • Solo Episode: Moving from ChatGPT to Claude, My AI Setup Explained

    In this solo episode, I’m taking you inside my real-time transfer from ChatGPT to Claude. I’m breaking down why Claude is having such a major moment, what’s changing in the AI platform landscape, and how I’m thinking about rebuilding my own AI setup with more intention.

    I also walk through the basics of what all these new AI workspace terms actually mean, including Claude Projects, Skills, Connectors, Plugins, Claude Code, Cowork, slash commands, and tasks.

    This episode is not about saying one tool is good and the other is bad. It’s about understanding the bigger evolution happening across AI platforms. I also share my current setup approach, including how I’m cleaning up ChatGPT memory and projects, deciding what context matters, creating new Claude Projects, building brand voice guidelines, adding Skills slowly, testing simple Tasks, and avoiding the temptation to overbuild too early.

    This episode is for founders, creators, marketers, podcasters, and AI-curious professionals whose ChatGPT or Claude workspace is starting to feel messy, and who are realizing the real unlock is not just better prompts, but better setup.

     

    Helpful resources mentioned:

    Anthropic Academy:
     https://anthropic.skilljar.com

    Claude prompt library and use cases:
     https://claude.com/resources/use-cases

    The Complete Guide to Building Skills for Claude:
     https://www.anthropic.com

    Search tip:
     Google “awesome Claude skills GitHub” to explore free libraries of pre-built Claude skills.


    Ready to cut through the AI overwhelm?

    Explore all my resources in one place → https://stan.store/BRXSTUDIO
    Free AI Guide • 45-Minute AI Jumpstart • AI Community • How I AI Companion GPT

    And if you’re a brand, event, or platform interested in sponsoring season two or collaborating around conference coverage, moderation, or thoughtful storytelling at the intersection of business, technology, and culture, I’d love to connect.

    How I AI is now The AI Movement with Brooke.

    LinkedIn: Brooke Gramer

    Website: TheAIMovementPodcast.com

    Disclaimer: This podcast is for general informational and educational purposes only, not legal, financial, medical, business, technical, or other professional advice. Guest views are their own. Information may change, and accuracy, safety, or results are not guaranteed. Verify information and consult a qualified professional before acting. To the fullest extent permitted by law, The AI Movement, Brooke Gramer, and EmpowerFlow Strategies LLC disclaim liability arising from reliance on this content.

    22 min
  • Season One Reflections: What I Learned About AI, Entrepreneurship, and What's Next

    I’m taking a moment to reflect on what season one of the show has revealed to me, not just about AI, but about work, business, reinvention, and the kinds of conversations people are truly hungry for right now.

    In this solo episode, I’m sharing a few reflections from season one, some of the patterns I’ve been noticing, and a look at where the show is headed next as I begin shaping season two.

    I also talk about what’s coming up next, including my coverage from Wellist Forum and eMerge Americas here in Miami, and why those two worlds feel like the perfect bridge into the next chapter of the show.

    After a full season of interviews, one thing has become really clear: the strongest conversations were never about tools for the sake of tools. They were about what people are building, how they are thinking, and how work itself is changing. 

    From CTOs of unicorn companies to student builders, this season showed me just how wide the doorway into AI really is and how many people are using this moment to rethink the way they create, earn, lead, and build.

    If you’ve been listening and want to help me shape season two, I’d love your input.

    Help shape season two:
    https://990zp3e5kgz.typeform.com/to/nFFrCyPO

    Ready to cut through the AI overwhelm?

    Explore all my resources in one place → https://stan.store/BRXSTUDIO
    Free AI Guide • 45-Minute AI Jumpstart • AI Community • How I AI Companion GPT

    And if you’re a brand, event, or platform interested in sponsoring season two or collaborating around conference coverage, moderation, or thoughtful storytelling at the intersection of business, technology, and culture, I’d love to connect.

    How I AI is now The AI Movement with Brooke.

    LinkedIn: Brooke Gramer

    Website: TheAIMovementPodcast.com

    Disclaimer: This podcast is for general informational and educational purposes only, not legal, financial, medical, business, technical, or other professional advice. Guest views are their own. Information may change, and accuracy, safety, or results are not guaranteed. Verify information and consult a qualified professional before acting. To the fullest extent permitted by law, The AI Movement, Brooke Gramer, and EmpowerFlow Strategies LLC disclaim liability arising from reliance on this content.

    12 min
  • Vibe Coding and the Future of Work: How a Product Designer Turns Ideas Into Apps

    I sit with Jessica Campbell, product designer, creative technologist, and founder of Creative Currents, to talk about vibe coding, the future of work, and why this shift matters far beyond tech.

    Jessica shares how she first stumbled into vibe coding by accident and why the real magic starts before you ever prompt. We get into design thinking, starter prompts, onboarding flows, version control, deployment, and what it really looks like to build as a non-technical creative in public.

    I also talk about the bigger picture: how AI is changing the barrier to entry for building digital products, why more people are creating niche tools for their communities, and how vibe coding is opening the door for founders, creators, and curious builders.


    🔥 Topics We Cover:

    • Why the future of work is not just about automation, but reinvention, experimentation, and people learning to build 
    • What vibe coding actually is and why it matters right now
    •  Why pre-work matters before vibe coding, including writing, research, mood boards, competitive analysis, and human-first thinking
    • What design thinking means in simple terms and how it helps people build better, more niche products
    •  How Jessica built Vibe Studio to help people bridge the gap between idea and execution
    • What she learned from vibe coding 30 apps in 30 days
    • Why version control, deployment, hosting, domains, and publishing are often skipped over in vibe coding conversations

     

    Tools, Platforms & Concepts Mentioned in This Episode:

    AI Building + Coding Tools

    • Google AI Studio, Replit, Lovable,  Claude, ChatGPT, Gemini, Bolt, Figma 

    Deployment + Infrastructure

    • GitHub, Google Cloud, Wix, Squarespace, Custom domains, Bitly 

    Voice + Interface Trends

    • Conversational interfaces 
    • Wispr by OpenAI 

    Apps, Projects & Case Studies Mentioned

    • MapMyMilk, SquadUp
    • Jessica’s Vibe Code Studio

     

    Data Referenced

    • Federal Reserve SHED 2024 
    • U.S. Census Bureau Business Formation Statistics, Feb. 2026 
    • World Economic Forum Future of Jobs Report 2023 & 2025
    • IAB / TalkShoppe Creator Economy Report citing Goldman Sachs 

     

    Connect with Jessica

    • Website + April event details: https://www.creativecurrents.ai/ 
    • Instagram: creativecurrents.ai

     

    Ready to cut through the AI overwhelm?

    Explore all my resources in one place → https://stan.store/BRXSTUDIO
    Free AI Guide • 45-Minute AI Jumpstart • AI Community • How I AI Companion GPT

     

    Support your body against the invisible stress of EMFs with Leela Quantum Tech

    • 5% off with affiliate code: BROOKE

     

    If you enjoyed this episode, please rate and review the show. Sharing it with a friend who’s AI-curious helps How I AI reach more people.

    How I AI is now The AI Movement with Brooke.

    LinkedIn: Brooke Gramer

    Website: TheAIMovementPodcast.com

    Disclaimer: This podcast is for general informational and educational purposes only, not legal, financial, medical, business, technical, or other professional advice. Guest views are their own. Information may change, and accuracy, safety, or results are not guaranteed. Verify information and consult a qualified professional before acting. To the fullest extent permitted by law, The AI Movement, Brooke Gramer, and EmpowerFlow Strategies LLC disclaim liability arising from reliance on this content.

    48 min
  • How AI Is Shaping Preventive Health, Diagnostics, and Personalized Care (Live from Biohackers World Los Angeles)

    I went live at Biohackers World Los Angeles, bringing you conversations from the expo floor at the intersection of AI, health tech, diagnostics, and personalized wellness.

    First, I sit down with Paul Denslow, CEO and co-founder of Intus Bio, the company behind GutID. We talk about the microbiome as one of the biggest untapped frontiers in health, why collecting data is not the same as understanding it, and how AI is helping decode massive sequencing datasets to support prevention and more personalized care.

    Then I grab coffee with Dr. Stephanie Tran, founder of Modern Human MD, who shares how her clinic is using AI-powered heart scan technology to identify cardiovascular risk earlier and more precisely. She walks through a powerful patient story.

    I also catch up with David Korsunsky, founder of Heads Up Health, who I first interviewed at Biohackers World Miami. He breaks down the current state of AI adoption across patients, doctors, clinics, and the broader healthcare system.

    Finally, I have a candid conversation with Rori Montali a speaker and healer who shares how she built her own AI clone to support her thinking, business, focus, and decision-making. She opens up about how this tool has helped her navigate ADHD.

    From AI-powered heart scans and microbiome testing to clinical AI agents and even personal AI support for focus and ADHD, these conversations show what happens when artificial intelligence moves beyond tutorials and into real human use cases.

     

    🔥 Topics we cover:

    • How AI-powered heart scans are helping detect cardiovascular risk earlier 
    • Why microbiome testing may become central to preventive healthcare 
    • How AI is helping researchers and clinics interpret massive health datasets 
    • What current adoption trends reveal about AI in healthcare 
    • How AI agents are beginning to support real clinic workflows 
    • What it looks like to build a personal AI clone for focus, business support, and ADHD 


    🔗 Connect & Learn More:

    • Biohackers World: https://biohackers.world/ 
    • Dr. Stephanie Tran: https://www.modernhumanmd.com/ 
    • Cleerly heart scan technology: https://cleerlyhealth.com/ 
    • Intus Bio / GutID: https://gutid.com/ 
    • Heads Up Health: https://headsuphealth.com/ 
    • Rock Health Consumer Report: https://rockhealth.org/insights/
    • Rori Montali's community True Connect Rorimontali.com

    Support your body against EMFs with Leela Quantum Tech - 5% off with affiliate code: BROOKE

     

    Ready to cut through the AI overwhelm?

    Explore all my resources in one place → https://stan.store/BRXSTUDIO
    Free AI Guide • 45-Minute AI Jumpstart  • How I AI Companion GPT

    Disclaimer: This podcast is for general education only, not medical advice. Always check with your own healthcare provider before making changes. How I AI and its affiliates are not responsible for any outcomes from using this information.

    How I AI is now The AI Movement with Brooke.

    LinkedIn: Brooke Gramer

    Website: TheAIMovementPodcast.com

    Disclaimer: This podcast is for general informational and educational purposes only, not legal, financial, medical, business, technical, or other professional advice. Guest views are their own. Information may change, and accuracy, safety, or results are not guaranteed. Verify information and consult a qualified professional before acting. To the fullest extent permitted by law, The AI Movement, Brooke Gramer, and EmpowerFlow Strategies LLC disclaim liability arising from reliance on this content.

    32 min
  • How a Founder Uses AI to Improve Hurricane Tracking and Risk Assessment

    I sit down with Eduardo Siman, founder and CEO of Worldsphere.ai, a Miami-based company using computer vision to better understand hurricanes and improve risk assessments, insurance intelligence, and evacuation decisions.

    Eddie shares how his path into AI started through enterprise software, angel investing, and an obsession with computer vision before eventually leading him into hurricanes and the mission behind Worldsphere. 

    We talk about how Hurricane Andrew shaped his personal connection to this work, how AI can translate satellite imagery into hurricane wind fields, and why integrity, human oversight, and scientific rigor still matter in high-stakes AI. 

    If you’re interested in AI beyond chatbots, this episode is a fascinating look at climate, risk, enterprise software, and the future of building with purpose. 


    🔥 Topics We Cover:

    • How Hurricane Andrew shaped Eddie’s obsession with hurricanes and weather 
    • What computer vision actually is in plain English 
    • How AI translates satellite imagery into hurricane wind field predictions 
    • Building AI for weather tracking, insurance risk, and disaster decision-making 
    • Why human oversight still matters in high-stakes AI systems 
    • The rise of weather AI and what is accelerating in the field 
    • Vibe coding, enterprise software, and the future of programming 
    • Why resilience, mission, and deep industry understanding still matter 


    Tools & Resources Mentioned in This Episode:

    • Weather + Forecasting Data:
       ERA5, ECMWF, WeatherBench, satellite imagery, hurricane wind fields 
    • AI + Development:
       Computer vision, Claude Code, Codex, Replit, Lovable, vibe coding 
    • Business + Enterprise References:
       Flatlogic, SAP, NetSuite 
    • Concepts + Examples:
       photogrammetry, 6D.ai, Pokémon Go, The Lean Startup 


    Connect with Eddie:

    • Worldsphere.ai 
    • LinkedIn: Eduardo Siman 

     

    Ready to cut through the AI overwhelm?

    Explore all my resources in one place → https://stan.store/BRXSTUDIO
    Free Product Framework Quiz • AI Resources • 45-Minute AI Jumpstart Call

     

    If you enjoyed this episode, please rate and review the show. Sharing it with a friend who’s AI-curious helps How I AI reach more people.

    How I AI is now The AI Movement with Brooke.

    LinkedIn: Brooke Gramer

    Website: TheAIMovementPodcast.com

    Disclaimer: This podcast is for general informational and educational purposes only, not legal, financial, medical, business, technical, or other professional advice. Guest views are their own. Information may change, and accuracy, safety, or results are not guaranteed. Verify information and consult a qualified professional before acting. To the fullest extent permitted by law, The AI Movement, Brooke Gramer, and EmpowerFlow Strategies LLC disclaim liability arising from reliance on this content.

    52 min
  • Women Building With AI: Female Founders and Tech Startups (Live from Venture Week Miami)

    I sit down with Gazal Vakili (FutureSelf), Marian Bacol (Somarae), and Rebecca Krauthamer (QuSecure) during a packed live recording at Mindspace Wynwood during Miami Venture Week.

    For the one-year anniversary of How I AI, we recorded Women Building With AI live to spotlight 3 Florida female founders building in AI. From AI-powered wellness and identity simulation technology to next-generation cybersecurity protecting against AI and quantum threats, this conversation dives into what it really takes to build responsibly in the AI era. 

    Topics Covered

    • Building and testing AI-powered products in the early stages
    • How founders narrow down an MVP without feature overload
    • Grassroots distribution and community building
    • Bootstrapping vs venture capital fundraising
    • What founders should understand about AI security and quantum risk
    • Lessons learned from scaling teams and hiring early employees

    Featured Guests

    Gazal Vakili — Founder of FutureSelf
     A neuroscience-backed identity simulation platform helping users interact with their future self through AI-powered experiences.

    Marian Bacol — Founder of Somarae
     An AI-powered somatic wellness platform supporting nervous system regulation and emotional resilience through technology and community.

    Rebecca Krauthamer — Co-Founder & CEO of QuSecure
     A cybersecurity company building quantum-resistant encryption to protect enterprises and governments from emerging AI and quantum threats.

     

    Tools & Platforms Mentioned

    AI & Creative Tools
    ElevenLabs – AI voice generation and cloning technology
    Lovable – AI-powered wellness and community support platform
    Gemini – generative AI assistant
    Veo – AI video and cinematic content tool

    Startup & Networking
    Connectd – platform connecting startups with advisors, fractional experts, and board roles 
    Two Bear Capital – early-stage VC firm investing in breakthrough tech

    Quantum & Next-Gen Tech (context)
    IonQ – quantum computing company developing trapped-ion systems 
    Rigetti Computing – quantum computing hardware and cloud software provider 
    D-Wave Quantum – commercial quantum computing company (annealing systems) 
    Quantinuum – integrated quantum hardware/software company advancing quantum computing and cryptography tools 
    Quantum Australia – national initiative supporting quantum research and commercialization in Australia

     

    Thank you to our partners: Lovable, Mindspace Wynwood, Venture Week Miami, Law and Pixels, By Art Productions


    Watch the Live Video Replay on YouTube
    https://www.youtube.com/watch?v=XCfjiUeH-Do


    Ready to cut through the AI overwhelm?

    Explore all my resources in one place → https://stan.store/BRXSTUDIO
    Free AI Guide • 45-Minute AI Audit • AI Community • How I AI Companion GPT


    Brooke Gramer hosts and moderates conversations at the intersection of AI, entrepreneurship, and emerging technology. She is available for live panel moderation, conference programming, and curated founder conversations.

    How I AI is now The AI Movement with Brooke.

    LinkedIn: Brooke Gramer

    Website: TheAIMovementPodcast.com

    Disclaimer: This podcast is for general informational and educational purposes only, not legal, financial, medical, business, technical, or other professional advice. Guest views are their own. Information may change, and accuracy, safety, or results are not guaranteed. Verify information and consult a qualified professional before acting. To the fullest extent permitted by law, The AI Movement, Brooke Gramer, and EmpowerFlow Strategies LLC disclaim liability arising from reliance on this content.

    54 min
  • How a Writer and Producer Uses AI to Prototype High-Budget Film Ideas Fast

    I sit with Jagger Waters, a multidisciplinary AI creator, writer, and producer, to talk about what’s changing in video right now and what it actually looks like to use AI in a real creative workflow.

    Jagger shares how she thinks about AI as a creative collaborator, not a shortcut, and how creators can prototype “high-budget” ideas fast, test concepts, and build worlds that used to require an entire studio pipeline. We also get into the creative mindset shift, why learning in public matters, and what’s coming next for AI-driven storytelling.


    🔥 Topics We Cover:

    • What it means to be an AI creator as a writer and producer (not just “a tool user”)
    • How to prototype cinematic ideas fast without losing your creative point of view
    • Why node-based systems are becoming a superpower for creators
    • The creative partner ecosystem and how creators are getting supported by platforms
    • AI video as the new production pipeline: ideation, assets, edit, voice, sound
    • What Jagger’s seeing in creator education right now and what people struggle with most
    • A quick SXSW pulse and what she’s bringing to the CapCut Creator Panel


    Tools & Concepts Mentioned in This Episode:

    AI Image + Video

    • Midjourney
    • Seedance 2.0 (Video Generator): ByteDance tool for cinematic, multi-shot storytelling with audio, and the ability to upload multiple assets for more control
    • Seedream (Image/Video): high-res generative images and video inside ByteDance’s broader “Seed” ecosystem
    • Nano Banana (Image Generator): image-to-image/text-to-image tool known for strong character consistency across different scenes

    Creator Programs + Education

    • Creative Partner Program (CPP) 2.0
    • College of Influence (G&B)

    Workflow + Production Systems

    • Node-based systems
    • ComfyUI
    • Spaces

    Design Assets + Editing

    • Freepik, CapCut

    Audio + Voice

    • Epidemic Sound, ElevenLabs

    Connect with Jagger

    • LinkedIn https://www.linkedin.com/in/jaggerwaters/
    • Instagram https://www.instagram.com/glamorousreptile/ 

     

    Ready to cut through the AI overwhelm?

    Explore all my resources in one place → https://stan.store/BRXSTUDIO
    Free AI Guide • 45-Minute AI Audit • AI Community • How I AI Companion GPT

     

    Support your body against the invisible stress of EMFs with Leela Quantum Tech

    • 5% off with affiliate code: BROOKE

     

    If you enjoyed this episode, please rate and review the show. Sharing it with a friend who’s AI-curious helps How I AI reach more people.

    How I AI is now The AI Movement with Brooke.

    LinkedIn: Brooke Gramer

    Website: TheAIMovementPodcast.com

    Disclaimer: This podcast is for general informational and educational purposes only, not legal, financial, medical, business, technical, or other professional advice. Guest views are their own. Information may change, and accuracy, safety, or results are not guaranteed. Verify information and consult a qualified professional before acting. To the fullest extent permitted by law, The AI Movement, Brooke Gramer, and EmpowerFlow Strategies LLC disclaim liability arising from reliance on this content.

    42 min
  • How an Accounting Expert Uses AI to Organize Small Business Finances

    I sit down with Kelli Lewis, an outsourced CFO, author, and wealth coach for small businesses, to talk about the unsexy stuff that makes a business run: the day-to-day financial operations and the systems behind them.

    Kelli shares how she uses AI as a behind-the-scenes operator to train her team faster, document processes as SOPs, and stop repeating herself across clients and staff. We talk about how Kelli uses AI to streamline her team’s workflows, turn meetings into action, and reduce the constant back-and-forth that keeps businesses stuck in financial chaos. 

    We also get into what most people skip: the prompts. Kelli breaks down the kinds of questions to ask AI when you’re trying to get your finances under control, from organizing bank activity to clarifying what’s actually happening in your business each month.

     

    🔥 Topics We Cover:

    • What “day-to-day finance management” really includes inside a small business
    • Why organized finances are less about spreadsheets and more about systems
    • How AI can support team training, documentation, and repeatable workflows
    • Turning meetings into clear next steps, tasks, and accountability
    • The mindset side of wealth and why clarity creates confidence

     

    Tools & Concepts Mentioned in This Episode:

    Finance + Accounting

    • QuickBooks

    Project + Workflow Management

    • Asana
    • Trello
    • Zapier

    Time + Focus

    • Everhour
    • Time trackers
    • Motion Calendar

    Communication + Team Ops

    • Slack

    Meetings + Notes

    • Fathom
    • Otter

    Documentation + Training

    • Loom
    • Scribe

    Scheduling

    • Calendly

    AI Email + Automation

    • Jace AI

     

    Connect with Kelli

    • Kelli Works: Kelliworks.com
    • Entrepreneurs Anonymous Book: https://www.amazon.com/dp/B0GJQQJ1YP

     

    Ready to cut through the AI overwhelm?

    Explore all my resources in one place → https://stan.store/BRXSTUDIO
    Free AI Guide • 45-Minute AI Audit • AI Community • How I AI Companion GPT

     

    Support your body against the invisible stress of EMFs with Leela Quantum Tech

    • 5% off with affiliate code: BROOKE

     

    If you enjoyed this episode, please rate and review the show. Sharing it with a friend who’s AI-curious helps How I AI reach more people.

    How I AI is now The AI Movement with Brooke.

    LinkedIn: Brooke Gramer

    Website: TheAIMovementPodcast.com

    Disclaimer: This podcast is for general informational and educational purposes only, not legal, financial, medical, business, technical, or other professional advice. Guest views are their own. Information may change, and accuracy, safety, or results are not guaranteed. Verify information and consult a qualified professional before acting. To the fullest extent permitted by law, The AI Movement, Brooke Gramer, and EmpowerFlow Strategies LLC disclaim liability arising from reliance on this content.

    37 min

About The AI Movement with Brooke

From the publisher's feed

The AI Movement with Brooke, explores how entrepreneurs, founders, creatives, and leaders are navigating the rapidly changing world of AI.

Through real conversations with people building,…

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