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Kwandakwanda.ai

Your support team today

Doné Lategan
Doné Lategan
AI Solutions Engineer
Jonty Rule
Jonty Rule
AI Solutions Engineer
Justin Dietrich
Justin Dietrich
AI Solutions Engineer
Walter Nel
Walter Nel
AI Solutions Engineer
Simon Innes
Simon Innes
Senior Data Engineer
Ross Cokayne
Ross Cokayne
AI Solutions Engineer
Chris Immelman
Chris Immelman
Co-Founder – Commercial
Kieran Donnelly
Kieran Donnelly
Co-Founder – Technical
Kwandakwanda.ai

Five learnings from implementing AI in South Africa

  1. 01You're not as far behind as the internet would have you believe
  2. 02The ones getting it right take a holistic, ground-up approach
  3. 03The gap between where companies are and could be is growing
  4. 04Every company has an AI strategy, whether they know it or not
  5. 05Not using AI is as much a skill as knowing when to use it
Kwandakwanda.ai

You're not as far behind as the internet would have you believe

Kwandakwanda.ai

The ones getting it right take a holistic approach

Sound data foundations Exco Finance Operations Sales Every team, one way of working

The gap between where companies are and could be is growing

THE GAP Where companies could be Where most companies are heading The bridge is people
Kwandakwanda.ai

Every company has an AI strategy, whether they know it or not

Today
Free ChatGPT Personal Gemini Client data pasted in Five different logins No one in control
Unified
Company workspace
  • Company accounts, not personal ones
  • Admins decide which tools connect
  • Shared projects and skills
  • One policy, one bill
Kwandakwanda.ai

What you told us

44questionnaire responses
across both sessions
The one task you would hand to AI, out of 44 responses
Inbox, diary and to-dos14
Reports and dashboards11
Research and strategy6
Documents and templates5
29 of 44use Outlook for email
30 of 44get their numbers from Excel
28 of 44track tasks in email, notebooks and memory

Part 1: a workspace that
knows your business

Models, prompting, projects and connectors.

Kwandakwanda.ai

Pick your model

Haiku

The fastest and cheapest. Quick questions and simple drafts.

Sonnet

The all-rounder. Most everyday work, at a moderate cost.

Opus

The deepest thinker, at the highest cost. Analysis, long documents and building.

Use this today
Kwandakwanda.ai

Brief it like
a new hire

Vague in, vague out. Give Claude what you would give a capable new starter.

  • ContextWho you are and what it is for
  • TaskOne clear ask
  • FormatWhat good looks like
  • ChecksAssumptions and sources
Vague
Make me a dashboard of my rentals.

Here is a general template you could adapt: income, expenses and occupancy.

Briefed
ContextI own 14 rental units across three buildings in Cape Town.
TaskUse the attached rent roll to build October's collections dashboard.
FormatOne page: collected against billed, arrears over 30 days.
ChecksList your assumptions and flag rows you could not reconcile.
R412kCollected
91%Of billed
3Over 30 days
Unit 4B · 42 daysR18,400
Unit 7 · 35 daysR9,950
Assumed October billing excludes the deposit on Unit 12A.
Kwandakwanda.ai

Projects: instructions
and files

Project · Property portfolio
Instructions
You are my portfolio analyst. Work in rand. Flag any tenant more than 30 days in arrears.
Files
Rent roll, October 2026.xlsx
Lease summaries.pdf
Utility statements, Q3.pdf
Q · Which tenants are behind on rent?
Three. Unit 4B owes R18,400 at 42 days, Unit 7 owes R9,950 at 35 days and Unit 12A owes R12,300 at 31 days.
Source: Rent roll, October 2026.xlsx
Kwandakwanda.ai

Connectors give
Claude hands

  • Claude reads your email, calendar and files where they already live
  • Add them once in settings, then just ask in plain language
  • Connectors blocked by your IT? Use our data pack instead
TryFind the latest thread with our property manager and summarise what is still outstanding.
Claude
Outlook
SharePoint
Gmail
Google Calendar
X
Xero
Kwandakwanda.ai

What you'll build

Your data in a project, turned into a live dashboard and shared with your team.

XLSRent roll.xlsx
PDFLeases.pdf
PDFUtilities.pdf
01Ready your data
Property portfolio
Instructions
3 files
02Set up a project
October collections
R412kCollected3In arrears
Published · share link
03Build a dashboard
ToExco
SubjectOctober rent dashboard
claude.ai/artifact/…
Draft ready to send
04Share it
Kwandakwanda.ai

Practical 1: build your dashboard

  1. 01

    Ready your data

    Connect Outlook, Drive or Xero, or download a data pack from ypo.kwanda.ai/data

  2. 02

    Set up a project

    Add your files, then write instructions: who you are and what the project is for.

  3. 03

    Build a dashboard

    Ask for an interactive dashboard as an artifact. Who will use it, and what do they need to see first?

  4. 04

    Share it

    Ask Claude to draft an email to your team with a link to the dashboard.

Break: 20 minutes

Part 2: the same process,
every time

Skills and schedules.

Kwandakwanda.ai

Skills

Useful when you want to repeat a well-defined process over and over.

Reference1 / 3
/kwanda-brand

Kwanda's colours, fonts and layout rules. Claude checks it whenever it designs anything for us.

What's inside
  • The four brand colours and when to use each
  • Fonts and the type scale
  • Logo files and layout patterns
"Make a one-pager on our AI roadmap service."
Produces an output2 / 3
/kwanda-create-invoice

Reads the client's contract and raises a correct draft invoice in Xero.

Steps
  • Read the fee and reference from the signed SOW
  • Check the contact exists in Xero
  • Draft the invoice with VAT, ready to approve
"Invoice our retainer clients for October."
Produces an output3 / 3
/granola-trello

Turns a meeting transcript into to-do cards for the right person.

Steps
  • Read the Granola transcript
  • Keep only real actions, each with an owner
  • Create a Trello card, skipping ones already there
"Make cards from this morning's Exco meeting."
Kwandakwanda.ai

Without vs with a skill

PromptCreate the October property report for the board.
Without a skill
Property Report
Key Points:

Different layout every time

With /property-report
references/report-template.md
Board pack · October 2026
October property report
R412kCollected91%Of billed3Over 30 days
UnitDaysOwed
4B42R18,400
12A31R12,300
735R9,950
Prepared with the property-report skill

The format comes from the skill, every time

Kwandakwanda.ai

Schedules keep it
up to date

A dashboard is a snapshot and won't refresh itself. Put your skill on a schedule and it runs again with fresh data.

Every Monday at 07:00
Runs /property-report and refreshes the dashboard
Mon 3 Nov · 07:00Refreshed
Mon 10 Nov · 07:00Refreshed
Mon 17 Nov · 07:00Refreshed
Property dashboardUpdated 27 OctUpdated 3 NovUpdated 10 NovUpdated 17 Nov
Kwandakwanda.ai

Practical 2: make it repeatable

  1. 01

    Make it a skill

    Go back to your Practical 1 chat and ask: "Save what we just did as a skill." Or download a ready-made skill from ypo.kwanda.ai/data

  2. 02

    Test it on new data

    Add next month's data from the same link to your project, then run the skill to update your dashboard.

  3. 03

    Schedule it

    Set the skill to run on a schedule so your dashboard stays up to date.

  4. 04

    Improve it

    Skills rarely come out right first time. Refine yours until the output is what you want, every time.

Kwandakwanda.ai

Going further

Extensions

Let Claude use apps on your own computer that have no connector, such as Apple Notes.

Plugins

Bundles of skills and connectors, installed in one go and shared across your team.

Claude Code

Claude writes and runs code to build tools, apps and automations for your business.

Evals

Test that a skill runs when it should, doesn't when it shouldn't, and gives the right output.

Your questions

Kwanda

Thank you

kwanda.ai