Teacher handover

Isto · Cohort intro

Who the client is, the people in the room, how the course runs and who to contact.

Cohort intro 2:22

Keys: J back 10 s · L forward 10 s · K play or pause
Transcript

1 · Title. This is the cohort intro for Isto: who they are, what they want from the course, and the eight people you will teach. The class video covers the lesson itself, and the written handover below has every detail.

2 · The company. Isto is a Portuguese apparel brand, about nine years old. Around two hundred products with sizes, four collections a year, six stores and two warehouses. A restock takes about eight weeks to arrive, and for Pedro, the owner, stock is cash.

3 · Systems and pain. Their data lives in several places. Sage holds stock, purchase orders and accounting. Shopify holds online sales. Notion holds product information, and production plans live in Excel. Ask the same question in two systems and you can get two answers. An earlier attempt with Power BI gave inconsistent numbers.

4 · What they want. What they want from this course is one shared source of truth, that everyone asks the same way. The thread we use in class is a single product, a white t-shirt: forecast, stock, sale, sell through and replenishment. Then the same thinking, scaled to a hundred products.

5 · The course. The course is four live lessons on Thursdays, at half past three Lisbon time, in English. They work in Claude Code inside VS Code. Before each lesson there is a pre-work pack on the Academy platform. Several of them already used Claude and Cowork, so the course skips the basics.

6 · The room, part one. Eight people. Pedro is the owner; he cares about stock because it drives cash. Ricardo is ahead of the room on Claude. Jerónimo is an experienced planner who tests ideas against the direct way, so give him the why first. Sofia needs to see the destination before the steps, and she cares about who is allowed to feed a number others rely on.

7 · The room, part two. Rita administers their Claude organisation, so organisation settings go through her. Manuel had setup trouble in lesson one, so check his panel early. Teresa and Gonçalo: little recorded so far; Gonçalo found the pre-work hard, like Sofia did.

8 · Tone and contact. The tone is friendly and informal, and a little apologetic about asking questions, so tell them questions are the point. They ask how things would work inside Isto more than about tools. You talk to the group in the WhatsApp group, and we add you. Anything about scope, dates or the contract comes to us.

Who the client is

ISTO. is a Portuguese apparel brand (isto.pt). About nine years in business, around 200 products with sizes, four collections a year, six stores and two warehouses, prices in euros, dollars and pounds. Restocks take about eight weeks to arrive.

Their systems: Sage 50c (ERP: stock, purchase orders, accounting), Shopify (online sales), Notion (product information), Excel (production plans). The pain: the same question gets a different answer depending on which system you ask, and a Power BI attempt gave inconsistent numbers.

What they want from the course: a shared source of truth over those systems, that everyone queries the same way. The running example in class is one product, a white t-shirt: forecast, stock, sale, sell-through, replenishment, then scaled to a hundred products.

The people
Person What we know
Pedro Palha Owner and buyer. Early with AI; had not used connectors at the start. Cares about stock balance because it drives cash flow.
Ricardo Ferreira Finance and business; runs several companies. The most advanced with Claude. Has built websites. Owns the company brain, the shared project everyone contributes to.
Jerónimo Garcia del Rio About 20 years as a senior inventory planner. Between Pedro and Ricardo on AI.
Sofia Seruya Production side; her team owns delivery dates. Had never programmed.
Rita Bilbao Serrano The administrator of Isto's Claude organisation.
Manuel Salgado Little recorded beyond a setup problem in lesson 1.
Teresa Vasconcelos Little recorded so far.
Gonçalo Rato Little recorded so far. (Some notes spell it Gonçalo Moreira Rato.)
How the course runs

The course: AI Builder Bootcamp, four live lessons on Thursdays, Claude Code inside VS Code, taught in English. Lesson 1 was 8 October, lesson 2 was 15 October, lesson 3 is yours (22 October), lesson 4 is 29 October. Some of the group already knows Claude from Claude.ai and Cowork (Ricardo ran his own introduction before we started), so the course skips that.

Contacts

Contact with the group: the WhatsApp group "Isto & Adaptto.ai"; we add you to it. Ricardo Ferreira is the client contact for the course as a whole: anything about scope, dates or the contract goes to us.