Events and Webinars

AI makes it easy for anyone to query company data. But trustworthy answers depend on how that data was organized, defined, and curated first. A lot can go wrong, if GTM teams are just pointing LLMs at data systems and pulling numbers.

A CRM runs transactions, not broad analysis. So, pointing an LLM directly at one can produce answers based on incomplete data, unvetted relationships, or unclear definitions. A data warehouse is a more traceable source for analysis.

Call transcripts need similar preparation. Searching thousands of raw transcripts can over-weight a few vivid examples. Semantic tagging helps AI find evidence across the full collection, but teams must still measure how common a pattern is and which customers it represents.

Zapier's data team manages roughly 7,600 production tables in Databricks. Embedded teams narrow that catalog into the fields, metrics, relationships, and context AI needs for specific questions.

Validation remains human work. When Zapier built its Sales 360 Genie, team members checked 100 question-and-answer pairs against trusted sources. Transcript classifiers need the same review before teams can trust their conclusions and make important decisions.

Join Alex Horner and Sergio Santos, two leaders from Zapier's data team, for a candid conversation about centralized data, embedded curation, transcript analysis, human validation, and governed AI access. They’ll talk all about how they’ve partnered with Zapier’s GTM and RevOps teams to democratize data.

This session is for Data, GTM, RevOps, Marketing Ops, Sales Ops, and AI transformation leaders who want broader access to company data without lowering the standard for trustworthy answers.

Save your seat. The recording will be shared with registrants.

This is a free hands-on workshop where you'll build along live.

Someone asks you or your team for something in Slack. You hit the emoji, you say "on it," and you mean it. But you haven't yet found the time to get the task done.

The build in this workshop solves that problem.

In this 60-minute workshop you'll build an AI personal coordinator. React to a Slack message, and the request becomes a real task on your calendar, scheduled into time you actually have open, with a distilled summary of the conversation and a link back to the original thread.

We'll have Zapier customer Kenny Taber showcase the team-level version of this type of workflow that RevOps, Support, IT, and other teams run at scale, where requests from coworkers and customers get turned into organized work instead of getting lost in various systems. You'll build the personal version so that you can take your learnings to work on a team version with the same shape.

Employees who already excitedly use AI, usually ~20% of your workforce, rarely need much encouragement. They are testing tools, building workflows, and sharing what they learn.

Lattice concentrates on the middle 60%: employees who want to use AI but still need help understanding where it fits in their work, which tools to choose, and what good AI use looks like.

Lattice spent a year testing ways to close that AI activation gap, including internal training, external courses, team workshops, manager programs, vendor-led sessions, and new ways to share experiments. It used those lessons to build a more deliberate AI activation strategy and a People + AI Fluency Framework.

Individual skills matter, but Lattice treats the team as the place where fluency turns into changed work. Employees learn together, choose shared workflow problems, and make time to build.

Join Mollie Duffy, Lattice's Director of People & Org Development, and Noel Banerjee, Senior Learning & Development Program Manager, for a practical look at how Lattice focuses on the middle 60%.

They'll explain what Lattice tried, what stuck, what didn't, and how the program evolved. The discussion will also cover what People teams can do to help AI fluency spread beyond early adopters.

This session is for People, Talent, Learning and Development, HR Operations, and AI transformation teams responsible for helping employees use AI in their daily work.

Save your seat. All registrants will receive the recording.