Is it better to build custom AI workflows in Claude or rely on AI features being built into the software we already use (like Outlook)?
There's a tradeoff between two approaches: building something highly customized and nuanced to your exact firm situation by working directly with Claude, versus using AI capabilities already being embedded natively into existing software (like a potential Outlook co-pilot feature). One view raised was preferring an '85% solution' that's already built and then customizing around the edges, rather than building from scratch, mainly due to time constraints. The group noted many accountants face the same pain points, so a shared 'solution in a box' could help, though building fully custom nuanced solutions is also valued by some. No firm conclusion was reached on which approach is better - it was framed as a genuine open question to consider.
The full answer is members-only
Membership is free. Apply and get this answer, the recording, and the rest of the library.
Apply to joinAlready a member? Sign in