Nobody taught me this either
I'm Charbel Simon, and I founded The AI Apprentice. I also run Refined Group, a Sydney building company. I worked all of this out on my own jobs, with nobody to ask. An accounting and IT background helped, but knowing the business is what mattered, and you already know yours.
How I got here
I started out in accounting. Not the glamorous end, the end where you learn how a business actually makes and loses money, and how much of that comes down to whether the paperwork gets done.
From there I moved into technology and was one of the first Xero employees in Australia, back when cloud accounting was a strange idea and most small businesses still ran on a desktop file and a shoebox. I saw first hand what happens when you take a painful, manual process and connect it to the right system. Businesses didn't just save time. They started making better decisions because they could finally see what was going on.
Then I went into building, through a management role at a large project builder. That is where I saw how a big builder actually runs: systems, process and repeatable documents, applied across hundreds of homes. Small builders do the same work with none of that behind them.
Then I went out on my own. I hold a licence, I run live jobs, and I have dealt with every part of it: tenders, variations, subbies, councils, clients, and the admin that piles up after hours. Refined Group builds homes, pools and landscapes across Sydney.
When AI got good enough to be useful, I treated it like any other system. I connected it to the real business. My email, my accounting, my files, my website. I rebuilt the Refined Group website with it. I set up reports that write themselves every week. I turned months of email on one job into a single dated record in one sitting. I use it to draft the emails I used to put off.
Other builders started asking how. This is the answer.
Anyone can use AI. Not everyone knows building.
The tools are the easy part. Knowing what a tender needs to say is not.
I know the job
I know what a tender needs to say, what a variation looks like when it's done properly, and which client emails need a careful reply. I have run it at volume for a project builder and at close quarters in my own company. I'm not guessing at your workflow. It's mine too.
I know the numbers
Xero isn't a mystery to me. I know where the data sits, what's worth asking it, and how to get an answer without a bookkeeper in the loop for every question.
I can show you how
Connecting email, accounting, files and a website so one assistant can work across them is a technical job. I have done it for my own business, and I can teach you to do it for yours.
Plain and practical
- Your business, not a demo. Everything gets built on your real documents, your real clients and your real numbers.
- Honest about the limits. Some things AI does well. Some it doesn't. I'll tell you which is which before you spend money.
- Nothing goes out unchecked. Guardrails are part of every setup. Client privacy, sign-off rules, what the assistant is never allowed to send.
- You end up running it. The goal is that you don't need me. I set it up, I show you, I stay on for support, then it's yours.