Workflow as an APP. Pre-sale. Tactic Financial Masterclass
·  Pre-sale  /  Releases second semester 2026   ·
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Bonus masterclass · pre-sale open

Workflow as an App. Turn your best workflow into a shareable internal tool. No engineers required.

You built a great workflow. Now everyone on the team wants to use it, and they all come to you. This masterclass turns your workflow into a tool with a button. Internal-only, no engineers needed, and the same logic everyone runs the same way every time.

The recording, a working tool template you can clone, the interface checklist, and the handover script. All released together in the second semester of 2026. Lock in the pre-sale price now.

Release window
H2 2026
Format
Recorded · self-paced
Length
~90 minutes
Pre-sale
$97 / $197 at release
What you lock in

Pre-sale buyers get the full release. Plus everything below.

This is a real masterclass in production. Pre-sale is open because the work is committed. You are paying for the released product at a lower price, not the promise.

01
Full masterclass on release
The complete recorded session goes live in your library the day it ships in the second semester of 2026.
02
Cloneable tool template
A working internal tool template you can clone, plus the interface checklist and the handover script.
03
Lifetime updates
When the masterclass gets a v2, you get it. No upgrade fee. Same login. Same account.
What is inside

Six segments. From my workflow to our team’s tool.

01
The three building blocks
Prompt, interface, access. The minimum structure that turns a workflow into a tool anyone can run.
02
Choosing your platform
Claude Projects, custom GPTs, Streamlit, internal portals. Which one fits your team and your IT reality.
03
Designing the interface
What non-technical colleagues need on screen so they will actually click the button. Tested patterns, not theory.
04
Permissions and logging
Who can run it, who sees the output, what gets logged. The light version that does not require IT.
05
From mine to ours
The handover. How to ship the tool to your team without becoming the helpdesk forever.
06
Version 2 and beyond
When to add features, when to retire the tool, and how to know if it is paying for itself.
Who it is for

If you built it, you should not have to run it forever.

This is built for

FP&A pros who already built a workflow others want to use. Analysts and managers tired of being the only one who can press the button.

Team leads who need to scale one good workflow across the whole department without writing code or hiring engineers.

This is not for

People who have not yet built a working AI workflow. Build one first, then come back. Use the Accelerator or Tactic On-Demand for that.

Teams looking for production-grade SaaS engineering. This masterclass teaches internal tools, not customer-facing apps.

Taught by

Carolina Lago. 25 years of FP&A. Ships internal tools without engineers.

I have been turning my own workflows into team tools for the past two years. None of them required an engineer. All of them paid for themselves in the first month they shipped.

This masterclass is the exact playbook I use today. It is being built from internal tools running right now in real finance teams.

Common questions

Honest answers, no asterisks.

When does the masterclass actually release?
In the second semester of 2026. I do not give a calendar week before the work is done. Pre-sale buyers get an email the day it lands.
Do I need to know how to code?
No. The whole point of this masterclass is that you do not. We use no-code and low-code patterns that anyone in FP&A can ship in a week.
Which platforms are covered?
Claude Projects, custom GPTs, Streamlit, and internal portals. The decision framework lets you choose the right one for your team and your IT environment, instead of being locked to one tool.
What happens if I change my mind?
Full refund within 30 days of purchase, no questions. After that the masterclass and updates are yours when it releases.
Is this included in the AI-FP&A Accelerator?
Yes. If you are enrolled in the Accelerator this masterclass is part of your package. The pre-sale here is for people who want this on its own.
Reserve your seat

Stop being the only one who can run it.

Released in the second semester of 2026. Pre-sale price locked in for life. One payment, no subscription, lifetime access.

$97 $197
Save $100 . pre-sale price ends at release
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