Xero, Dropbox, OneDrive. Connected.
The tools she already pays for, joined up so the same figures are not typed at both ends. The website is the next session.
Chapters
-
0:00Where we got to last time, and everything has vanished -
2:00Getting your tabs back instead of starting over -
7:00The wish: signed tax returns into the right client folder -
9:00Plan mode first, because this one touches real files -
15:00The Xero connection that would not authorise -
20:30It was the scopes, asking for more than the account has -
23:00Secrets go in a file, not in the chat, and not on the stream -
43:00Correcting a plan point by point instead of starting again -
47:00Asking for an email whenever a report runs -
57:00Quarterly BAS, and telling it how the folders are named -
1:05:00The ATO: what an integration would actually require -
1:13:00A browser extension instead, and why the ATO site defeats it -
1:22:00Registering the app to send mail from her own Outlook -
1:28:00A secret goes on screen, and what to do in the next ten seconds -
2:15:00Only save the report when it actually has data in it -
2:31:00Reconciliation, and the number that did not add up -
2:39:00Next time, 1 September: payroll, super, and the website that has not been built yet
The session
Nothing written up yet. The session is on the channel; the notes are not.
What Adrienn said afterwards
I've used AI in my work for a few years now, and it's helped a lot. But through MWK, Mate taught me how to actually make it mine — tailored to how I actually work, not just generic use. Before, I was just wishing for tools like automatic signed document allocation; with Mate's guidance, I had it set up within 2 hours. It genuinely felt like a wish came true.
Keeping up with the latest AI tools feels essential these days, and this is exactly the kind of practical, hands-on skill everyone should be building. Clear, patient, and genuinely useful teaching — I can hardly wait for our next session. Highly recommend to anyone who wants real, applicable skills rather than just a demo.