Franciszek KołpanowiczEpisteme AII have a plan for using AI in your company

For manufacturersSecond day −20%

Sales · Office and administration · beginner

Offers, Correspondence and Sales Documents

For quotation and customer service departments: enquiries, calculations, offers from templates, correspondence in foreign languages.

Gemini, ChatGPT · 1 day or 2 days · online or in person

November offer Until 30 November: second training day 20% off. 2-day package: PLN 8,994 instead of PLN 9,994.

Offer terms

For one team of up to 15 people booking two days of the same programme. Booking (written confirmation of the date) by 30 November 2026, delivery by 31 March 2027. Final price, VAT-exempt supply. Travel outside Kraków and the surrounding area is agreed separately.

For your manager

Business objective
The quote goes out the same day
Who it is for
owners of small businesses who prepare offers on their own, people who combine office duties with customer service, administration and office staff, executive assistants, and people responsible for correspondence and documentation
What the team will be able to do
  • A first version of an offer from the company template
  • Replying to an enquiry in a foreign language without a translator
  • A list of gaps to ask the customer about instead of guessing
Duration and format
1 day or 2 days, online or at your premises. Exercises on the participants’ own tasks, not examples from the internet.
Tool
Gemini, ChatGPT. I run the programme on the tool the company uses or plans to use.
Data security
In every programme: what may be shared with an AI tool and what stays in the company.
Indicative cost
From PLN 4,997 per day of in-company training, up to 15 participants, final price, no VAT added. The final quote depends on the scope, format and location of the training. VAT-exempt supply (Art. 113 of the Polish VAT Act).

Programme

Key information

Duration1 training day (6 hours)
Formatin person, workshop-based

Main tool: Google Gemini (the free version is enough for the training)

Group sizeup to 10 people
Especially recommended forowners of small businesses who prepare offers on their own, people who combine office duties with customer service, administration and office staff, executive assistants, and people responsible for correspondence and documentation

This training is intended for people who prepare offers, handle correspondence with customers and work on documents, and who want to do these tasks faster and more consistently with generative AI. The programme builds a foundation: the basics of working with AI, prompting with the KREDO method, drafting letters and correspondence in the organisation’s communication style, preparing offers and quotations from working materials, and researching the market and competitors in Deep Research. The day closes with a module on data security and working in compliance with GDPR.

During the training, participants will find out, among other things:

  • How generative AI works and how the available tools differ
  • How to build effective prompts with the KREDO method
  • How to draft letters, notes and correspondence in the organisation’s communication style
  • How to prepare an offer and a descriptive quotation from notes of a conversation with a customer
  • How to create variants of the same offer for different recipients
  • How to respond to customer questions and reservations after sending an offer
  • How to research the market and competitors in Deep Research
  • What data must not be shared with a public AI tool

The training is workshop-based. Participants work on scenarios and demonstration data prepared by the trainer. The main tool is the free version of Google Gemini, so the techniques learned can be applied straight after the training, with no additional licence costs. The emphasis is on personalised documents, tailored to the organisation’s communication style and to the specific recipient, instead of generic responses.

Objective

The objective of the training is to familiarise participants with the uses of generative AI in everyday office and sales work. The programme covers working with Google Gemini: building prompts with the KREDO method, drafting documents and correspondence, preparing offers and quotations from working materials, and researching the market and competitors using Deep Research. The training emphasises personalising content, that is, adapting language and argumentation to the organisation’s communication style and to the specific recipient. A separate module is devoted to data security, anonymisation and working in compliance with GDPR.

Learning outcomes

After completing the training, participants:

  • Build prompts with the KREDO method and match the model to the type of task
  • They draft letters, notes and correspondence while keeping to the organisation’s communication style
  • They prepare an offer and a descriptive quotation from notes of a conversation with a customer
  • They create variants of the same offer tailored to different recipients
  • They formulate responses to customer questions and reservations after an offer has been sent
  • They prepare market and competitor reports using Deep Research
  • They check the consistency and completeness of a document before sending it
  • They recognise data that must not be shared with a public AI tool, and anonymise it before analysis

Programme

Module 1: The basics of generative AI

  • Participants share their experience of how they use AI today and what they find most difficult
  • Key concepts related to how AI works: prompt, context, context window, hallucination
  • How to act in the face of false content produced by AI: verifying answers and sources
  • Comparing the key AI tools: Gemini, ChatGPT, Copilot
  • Fast models versus advanced reasoning models: when to use which

Module 2: Prompt engineering, the KREDO method

  • Anatomy of an effective prompt, the KREDO model
  • Techniques to start with: asking AI questions, generating variants, correcting answers
  • Building KREDO prompts for office and sales scenarios
  • Correcting AI answers, working in a single thread instead of starting over
  • Global instruction: standing guidelines that Gemini takes into account in every subsequent conversation

Module 3: Creating and drafting documents

  • Drafting letters, notes and correspondence in a given tone
  • Editing existing documents: shortening, simplifying the language, changing the style
  • Describing the organisation’s communication style as a permanent part of the prompt, so that texts sound consistent with the rest of the company’s materials
  • Recurring documents and forms prepared from a template
  • Summaries of meetings and reports based on working materials
  • Checking a document for consistency and completeness before sending

Module 4: Offers, Quotations and Sales Documents

  • An offer prepared from notes of a conversation with a customer, the scope of work and the organisation’s price list
  • An offer template as a standing pattern filled in with the data of a specific order
  • A descriptive quotation: turning the scope of work into a price justification that is clear to the customer
  • Variants of the same offer for different recipients: an individual customer versus a company
  • Responses to customer questions and reservations after an offer has been sent
  • Checking the offer before sending: completeness of scope, consistency of prices and tone of voice

Module 5: Market and Competitor Research, Deep Research

  • Deep Research, an in-depth analysis of the market, the industry and competitors
  • Building a brief about the market and the recipient before preparing an offer
  • Identifying competitors’ offer, product range and way of communicating
  • Recurring tasks, automatic monitoring of selected websites and topics
  • Critically verifying sources in a Deep Research report

Module 6: Data Security, GDPR and Summary

  • What can be shared with a public AI tool and what must stay within the organisation
  • Anonymising customer and contractor data before sharing it for analysis
  • Customers’ personal data in offers and correspondence, and GDPR
  • Account privacy settings and control over conversation history
  • Summary of the training and a question session

Trainer

Franciszek Kołpanowicz: entrepreneur and certified AI trainer who helps leaders and teams become more effective through intelligent technologies. He has been published in Rzeczpospolita, among other places. He has more than 2,300 hours of work with generative AI and more than 2,000 hours of work with training groups behind him, and he shares his knowledge at public events, including the “Manager in the Age of AI” training organised by Rzeczpospolita, as well as at the UKEN and PASE conferences.

His background in philosophy (Jagiellonian University) and his experience in IT quality control allow him to combine analytical thinking with asking the right questions. His own practical journey with AI showed him how this technology can become a real lever for growth.

Drawing on hands-on experience, he shows leaders and their teams how to use AI not only to work more efficiently but also to think more clearly and make faster business decisions. His AI training has, among other results, cut the time needed for routine analysis of multi-page legal documentation by 80%.

In his training sessions he pays particular attention to the participants themselves, drawing on their experience and needs as the work progresses. As a result, his sessions are not repetitive routine but an enriching and individual experience.

His mission is to make artificial intelligence a practical tool for development: business, intellectual and cultural.

Prerequisites

The training does not require any previous experience with AI tools. On the participants’ side, the following must be provided:

  • A computer workstation for each participant, one laptop per person, not shared
  • A Google account with access to Gemini (gemini.google.com); the free version is enough for the training
  • Basic use of a browser and a text editor

Organisational requirements on the client’s side

  • One workstation per person, a laptop for every participant, no sharing
  • Stable Wi-Fi in the room, sufficient for 10 people working at the same time
  • A projector or large screen for the trainer’s presentation
  • A room suitable for workshop-style work, with tables and space for notes
  • A flipchart or whiteboard with markers

Methodological note: the training works with just one working tool, Gemini, so that within one day participants can genuinely master it in the context of their own work, rather than merely watch a few demonstrations.

The exercises are run on scenarios and demonstration data prepared by the trainer.

To be confirmed before the training

Licences and access:

  • Does every participant have their OWN work account, or do they share one?
  • Which Google Workspace plan does the organisation have?
  • Gemini access to Google Workspace applications (Gmail, Drive, Docs, Sheets) switched on: a setting on the organisation’s administrator side

Participants’ technical readiness (CRITICAL):

  • Every participant must arrive with a Google Workspace account already signed in on their own laptop: we do NOT set up accounts in the training room
  • Please run a test before the training: each participant opens gemini.google.com on their work account and checks that they can ask a question and receive an answer
  • If any participant does not have access to Gemini: please let us know in advance and we will discuss an alternative route

Infrastructure:

  • Stable Wi-Fi

Request a training proposal

I will tailor the programme to the team and send a quote within one working day.

Programme: Offers, Correspondence and Sales Documents