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Session 03 · Recap

The AI Advantage in CRE: What Smart Leaders Are Learning

Practical adoption, the prompt framework, and side-by-side setup for ChatGPT and Claude.

May 15, 2026~100 attendeesPresenter: Michelle Hamilton
The session everyone showed up for — Michelle Hamilton's full landscape on practical AI adoption in CRE, the prompt framework, and a side-by-side setup for ChatGPT and Claude. ~60 minutes, ~100 attendees.

Michelle's core message

Michelle spent ~30 years in CRE, moved into AI four years ago, built and sold a company (Spark AI Strategy), and now does enterprise AI adoption globally at AnswerRocket. She also sits on one of Anthropic's advisory boards.

AI adoption is a human problem, not a technology problem

If leadership hands AI to a committee, buys licenses, and says "good luck, here are some slides" — adoption fails. People either route around governance with their phones or never learn to actually use the thing.

Start small

Pick one painful, repetitive task that takes more than 15 minutes. That's your first use case. Standardize before you automate.

AI is a prediction machine, not a thinking machine

You're the expert in the loop. It can't guarantee factual accuracy, can't make decisions for you, can't replace your judgment, and won't keep confidential data safe by default.

The four common models

  • ChatGPT — she called it "the Kleenex of AI."
  • Claude — Michelle's personal pick for ~75% of her work.
  • Copilot — the one she gets called in to rescue most often.
  • Gemini — solid generalist, especially in the Google ecosystem.

Honorable mention: NotebookLM (Google) — underused, fully contained, great for "talking to" a pile of your own documents.

Data & privacy — the rules she gave

  • Upload only what you need. Don't dump a full dataset for a small answer.
  • Anonymize. Redact names, dates, and account numbers before uploading.
  • Always make the model cite sources and provide hyperlinks — then actually click them.
  • Hallucinations are real. If diversity matters to your output, you have to say so explicitly.
The social media rule: if you wouldn't post it publicly on LinkedIn, it doesn't belong in AI. Insider tip: run the first model's output through a second model and ask it to prove the first one wrong.

The prompt engineering framework

01

Frame

Give it everything. Treat AI like a brilliant intern, not a hyper-Google: front-load the who/what/where/when/why/how, the reference docs, the URLs, even the stakes. Pro move — end the first prompt with "What else do you need to know from me before you start?"

02

Focus

Read the first output carefully, then correct it. Call out mistakes, off-brand language, wrong format. Ask for the output as Word, Excel, PDF, markdown, or HTML.

03

Finish

Cross-check facts, apply professional judgment, and get your final versions.

+

Meta-prompting

If you don't know how to prompt, open a thinking model and ask it to teach you: "Help me break this down into steps and tell me how I should be prompting you."

The live demo

A three-step lease abstraction in ChatGPT: abstract one lease into a Word table → build an Excel comparison matrix across three leases → generate a one-page executive board brief. Work that normally eats half a day to a full day ran in a couple of minutes. Her companion exercise: time yourself before and after — without tracking hours, you'll never know your ROI.

Setting up the AI

ChatGPT — Projects: your "smart filing cabinet." Name it, upload files that pre-train it (brand standards, voice samples, templates), add custom instructions. Stay in one chat per topic. Canvas mode splits chat and a live editable doc. Choose thinking models over instant almost always.

Claude — Projects: Claude's version of the filing cabinet. Add project-level instructions (tone, role, formatting) and knowledge files; every chat inherits that context. Artifacts is the rough analog to Canvas — documents, tables, and HTML appear in a side panel you can iterate on. The framework works identically: abstract → matrix → brief.

What's next

  • Future sessions: agents, deep research, image production, and possibly a dedicated Copilot session.
  • A member survey is coming to help shape the group's direction.
  • Recaps and transcripts typically take about a week to publish.
  • The working group meets right after each session — open to anyone who wants in.
Closing challenge: pick one painful, repetitive 15+ minute task. Frame it. Focus it. Finish it. Then time yourself before and after.
Recurring logistics: 3rd Friday of every month, 10:00 AM ET. Email Ivy at imarguerite@eyeqmonitoring.com · Register · Join the meeting.
— / Video & Slides

Watch & review.

Michelle’s full session plus the materials — the sample lease from the live demo, her interactive slides, and the demo guide. No Notion required.

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