PDF Guides

Practical AI and L&D workflow guides you can download directly.

These guides are built for working L&D teams that need clear use cases, operating habits, prompt patterns, rollout questions, and workflow examples.

Abstract AI-assisted learning workflow map with source checks, review gates, and publishing flow

Use the AI guides with a workflow, source, review gate, and human owner.

Claude, Copilot, Gemini, and ChatGPT guidance is strongest when it is tied to the operating pattern around the work, not treated as a standalone prompt collection.

PDF Guide Microsoft 365 Copilot

Microsoft 365 Copilot for L&D Leaders

A 37-part guide to Copilot across the Microsoft 365 ecosystem with practical L&D scenarios, prompt libraries, IT admin checklists, and rollout considerations.

37 parts plus appendices Version 1.0, March 2026. *Access-path notes updated May 2026 and may change.
  • Copilot Chat, Word, Excel, PowerPoint, Outlook, and Teams
  • SharePoint grounding and governance
  • Power Automate, Forms, Power BI, and Viva
  • Security, accessibility, and team rollout
L&D leaders and learning operations teams working inside Microsoft 365 Download PDF
PDF Guide Google Gemini

Google Gemini for L&D Professionals

A 27-part implementation guide for L&D teams moving from ChatGPT to Gemini or adding Gemini to their AI stack.

27 parts plus appendix Version 1.0, March 2026. *Access-path notes updated May 2026 and may change.
  • Gemini chat, Canvas, and Workspace use cases
  • NotebookLM as a private L&D knowledge base
  • Deep Research and Gems
  • Content QA, accessibility, and cost management
L&D teams using Google Workspace or comparing Gemini with other AI tools Download PDF
Setup Guide Claude Code + Obsidian

Give Claude Code a Memory

A Claude Code and Obsidian setup guide for giving AI work persistent memory, project indexes, session handoffs, and reusable L&D context.

31-page setup guide Version 3, May 19, 2026. *Claude Code and Obsidian only right now.
  • Persistent memory for Claude Code sessions
  • Mission Control and MEMORY index patterns
  • Living documentation and session handoffs
  • L&D vault examples and setup steps
L&D professionals and learning operations teams using Claude Code with a local Obsidian vault Download PDF
PDF Carousel ChatGPT Images

ChatGPT Images 2.0: The L&D Visual Production Carousel

A short visual guide showing the shifts that changed L&D visual production: model selection, operating briefs, creative briefing, and realistic iteration counts.

7 slides April 2026
  • Visual production workflow shifts
  • Better creative briefs
  • Iteration planning
  • L&D visual use cases
L&D teams creating visual job aids, campaign assets, and explainer graphics Download PDF

Future guides stay visible but separate from live downloads.

These should not compete with the PDF guides that are ready today.

In production

Claude Code for L&D Professionals

A field guide for L&D teams that want to build internal tools, automate content operations, and create durable local workflows without waiting on engineering.

In production

Claude Cowork Advanced Workflows

A companion guide for collaborative AI patterns, multi-agent workflow planning, and deeper operating models for L&D teams.