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4 AI Agents To Automate 99% Of Your Life — Transcript

by Sandeep Swadia · 3,158 words · 480 segments · language en · Watch on YouTube

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  1. 0:00four AI agents you can build today that
  2. 0:02will save you hours of work every week.
  3. 0:05You don't need any technical skills. If
  4. 0:07you can type, you can build them and
  5. 0:09start using them today. We'll do it
  6. 0:10together, step-by-step. For those who
  7. 0:13are new here, I spent more than 20 years
  8. 0:15as a CEO, board member, and investor in
  9. 0:18tech and AI companies, and I use these
  10. 0:21agents in my work every day. They're
  11. 0:23[music] game-changing. But, the agents
  12. 0:25are the easy part. You want to learn not
  13. 0:28just the tools, but the way of thinking
  14. 0:30or the system that changes how you work
  15. 0:32with AI agents forever. And that system
  16. 0:35works on any AI, Claude, Gemini,
  17. 0:37ChatGPT, you pick. We're going to build
  18. 0:39four agents around four pillars. I call
  19. 0:42it four C's framework: coordination,
  20. 0:45creativity, clarity, and coaching. Each
  21. 0:48of these pillars make your life less
  22. 0:50chaotic and more productive. So, let's
  23. 0:53get to the first pillar. The first C is
  24. 0:55coordination, because before anything
  25. 0:58else, AI should stop your day from
  26. 1:01getting hijacked. Microsoft studied how
  27. 1:03we actually work, and the numbers are
  28. 1:05brutal. The average worker gets 117
  29. 1:09emails a day, and we're interrupted
  30. 1:12every 2 minutes by an email, or a
  31. 1:15meeting, or a message. That's 275
  32. 1:19times a day. And by the way, none of
  33. 1:21that counts the social media
  34. 1:23interruptions. Our attention gets
  35. 1:25chopped into pieces every day. So, let's
  36. 1:29build a coordination agent that reads
  37. 1:31your inbox, checks the calendar, plans
  38. 1:34your day, and gives you the time and
  39. 1:36attention back. [music] We will start by
  40. 1:38building the email agent first, and then
  41. 1:41we'll add the calendar right after. For
  42. 1:44this walkthrough, I'm using Claude
  43. 1:46Cohaerence. Chat is where you ask
  44. 1:48questions. Cohaerence is where you
  45. 1:51assign work. But, don't get hung up on
  46. 1:53the interface. If you use ChatGPT or
  47. 1:56Gemini or any other agent tool, the same
  48. 1:59principles will work. The buttons will
  49. 2:01change, the workflow will not. So, okay.
  50. 2:04Here's the Claude app. You can select
  51. 2:06the mode,
  52. 2:07>> [music]
  53. 2:07>> whether you want to be in a chat tab or
  54. 2:10a co-work tab. Select co-work and it
  55. 2:13switches you into tasks.
  56. 2:15That's where we will build agents. Now,
  57. 2:19we want to think about email, so the
  58. 2:20first thing we're going to do is connect
  59. 2:22Gmail so the agent can reach and access
  60. 2:26your inbox. You do this from the plus
  61. 2:29menu.
  62. 2:30Connectors, add connectors, browse, then
  63. 2:34select. And congratulations, this is
  64. 2:36your first leap from chatbot to agent.
  65. 2:40Once Gmail is connected, you no longer
  66. 2:42have to copy emails into your chat. You
  67. 2:45can say, "Summarize my unread emails
  68. 2:47from yesterday." And the agent knows
  69. 2:49where to go and what to do. And by the
  70. 2:51way, if you're little uneasy about
  71. 2:54letting AI into your inbox, that's a
  72. 2:57good sign. Trust your hesitation. When
  73. 3:00you connect Gmail, Google shows you
  74. 3:03exactly what permissions you're giving
  75. 3:05it. Read it. Don't click through it
  76. 3:07blindly. For the first demo, I want the
  77. 3:10agent to read and draft emails, not send
  78. 3:14them. Now, we write the prompt. Same
  79. 3:17plain English you would type in chat.
  80. 3:19The difference is that now you're
  81. 3:21handing it a job. The prompt has five
  82. 3:24parts: the job, the tool, the
  83. 3:27categories, the output, and the
  84. 3:29boundary. You could say something like,
  85. 3:31"Review my unread Gmail from the last 24
  86. 3:34hours. Sort it into three buckets:
  87. 3:36urgent, informational, and ignore. For
  88. 3:39anything urgent, draft a reply that
  89. 3:42sounds like me. Don't send anything
  90. 3:43without my approval." Notice the five
  91. 3:46parts in that one sentence? The job, the
  92. 3:49tool, [music]
  93. 3:50the buckets, the output, and the
  94. 3:53boundary. Now, underneath every agent
  95. 3:56runs the same loop. It reasons, it acts,
  96. 3:59it looks at the output, and reasons
  97. 4:01again.
  98. 4:02Researchers have a name for it, react,
  99. 4:05reason and act. But, email is only half
  100. 4:10of our coordination agent, correct? Once
  101. 4:12we've used the email agent for a few
  102. 4:15days or maybe even a few weeks, we're
  103. 4:17getting comfortable now. We're ready to
  104. 4:20add the second coordination layer,
  105. 4:22calendar. Now, for the walk-through,
  106. 4:24same path as Gmail, plus menu,
  107. 4:27connectors, add connectors. This time,
  108. 4:30select Google Calendar to connect to
  109. 4:33Google Calendar. Again, I'm not giving
  110. 4:36the agent permission to move meetings or
  111. 4:39change my day without my approval.
  112. 4:42At least in the beginning. Here's what I
  113. 4:44would prompt. Look at my Google Calendar
  114. 4:47for today and tomorrow.
  115. 4:49Compare it against all the urgent emails
  116. 4:51that you found. Organize my day by
  117. 4:54telling me what creates conflict in my
  118. 4:56schedule, what needs an action or prep
  119. 4:59before a meeting, and what can wait.
  120. 5:01This is the moment the email and
  121. 5:04calendar start collaborating with each
  122. 5:06other. Now, the agent starts helping me
  123. 5:09shape my day. Once I run both these
  124. 5:12email and calendar versions a few times,
  125. 5:15>> [music]
  126. 5:15>> and I trust both outputs, I can schedule
  127. 5:18the full coordination run every morning.
  128. 5:21And from that point onward, every
  129. 5:23morning, you'll know exactly what your
  130. 5:25day is going to look like. In Coda, you
  131. 5:28do this by going to the schedule tab in
  132. 5:31the sidebar or using the schedule
  133. 5:33command inside a task. Of course,
  134. 5:35[music] be careful about scheduling
  135. 5:37anything that touches sensitive data or
  136. 5:40acts on your behalf without your
  137. 5:42approval. And then, as you get more
  138. 5:44comfortable, you can promote this agent
  139. 5:47as your executive assistant. You can
  140. 5:49prompt, "Can you block two slots for 30
  141. 5:53minutes each so I can go running with my
  142. 5:54buddy?" The agent will find time for you
  143. 5:57so you can do things you want to do on
  144. 5:59your busy day. So that's your
  145. 6:01coordination agent. The first lesson,
  146. 6:05don't delegate the decision immediately.
  147. 6:08First, make the work visible, then make
  148. 6:11it efficient, then make it automatic,
  149. 6:14and then and only then use your judgment
  150. 6:17to delegate and hand off slowly. [music]
  151. 6:20And the second lesson is to not hurry
  152. 6:23through this process.
  153. 6:25Start with email,
  154. 6:27add calendar later after you trust the
  155. 6:30output. Let your agent earn higher
  156. 6:33responsibility one step at a time. You
  157. 6:36know, we don't get promoted easily,
  158. 6:38neither should your agent. And by the
  159. 6:40way, if you like these kind of
  160. 6:42frameworks and systems thinking, I write
  161. 6:45a newsletter that goes deep into these
  162. 6:47themes every Tuesday. One insight, one
  163. 6:50tool, one practice.
  164. 6:52Link is below and it's free. All right,
  165. 6:55now it's time to move to the second
  166. 6:57pillar, C for creativity. Here, you
  167. 7:00bring your rough cut, notes, documents,
  168. 7:03background, messy thoughts, whatever you
  169. 7:06already have. The agent helps assemble
  170. 7:09it into something you can judge. You're
  171. 7:12still the director. You own the
  172. 7:14decision. So let's do a walk-through on
  173. 7:17how to build this agent. This time,
  174. 7:19you're giving the agent your rough cut
  175. 7:22and a target. It is the same prompt
  176. 7:24skeleton from the last agent, the job,
  177. 7:27the tool, the categories, the output,
  178. 7:29the boundary. And for this particular
  179. 7:32agent, the output is where you focus the
  180. 7:34most because that's where you're going
  181. 7:36to define who it's for, how long, what
  182. 7:39format, what voice. Okay, so let's use
  183. 7:42this creativity agent to make a
  184. 7:44PowerPoint presentation. I open Claude
  185. 7:46Co-work on my desktop and point it to a
  186. 7:50folder on my computer. That folder is
  187. 7:53where I drop my rough notes and it's
  188. 7:55where the finished deck will be created
  189. 7:58as well. I give it the notes and tell it
  190. 8:01what I want. Here are my notes for an
  191. 8:03idea. I want to pitch this to the CFO.
  192. 8:07Build me a short pitch deck. Ask me
  193. 8:09questions if you have any gaps in your
  194. 8:11understanding. I want 8 to 10 slides and
  195. 8:15I want that pitch to last for maybe 15
  196. 8:18minutes. It will read my notes. It will
  197. 8:20ask me questions if it has any. It will
  198. 8:23even fill the gaps with a little
  199. 8:25research and build the actual deck.
  200. 8:29What comes out is a real PowerPoint file
  201. 8:32that I can open and edit in Microsoft
  202. 8:35PowerPoint. Now, I can direct. I see
  203. 8:38what's working, what's weak. I can tell
  204. 8:40the agent what to change.
  205. 8:42Make this longer, make this shorter,
  206. 8:45make this a three bullet slide. Can we
  207. 8:47make the opening slide cleaner? Delete
  208. 8:50this slide. Whatever comes to mind. The
  209. 8:52agent will help you rebuild. Now, this
  210. 8:55deck came out as a real file because
  211. 8:57Claude uses something called a skill.
  212. 9:00That's just a set of instructions for
  213. 9:02doing a specific job. It ships with
  214. 9:04skills for PowerPoint, Word, Excel,
  215. 9:07PDFs, which is why you get real files.
  216. 9:11Now, what if you want to change the look
  217. 9:13and feel? Well, you can drop one of the
  218. 9:14decks that you like and ask the agent to
  219. 9:17match that style. Another cool way of
  220. 9:19doing it is that you can even ask the
  221. 9:21agent to turn your brand template into a
  222. 9:23skill. From that point, the agent will
  223. 9:26then always apply the same colors, the
  224. 9:28same fonts, the same layout to every
  225. 9:31deck and document you'll ever make. Now,
  226. 9:33this is just one example of using
  227. 9:36skills. You can come up with 100 others.
  228. 9:39We're not just learning tools here.
  229. 9:41We're learning a new way of thinking.
  230. 9:43Now, make sure that the ultimate
  231. 9:45direction comes from you. These agents
  232. 9:48are your multipliers. If you come in
  233. 9:50clear, AI will multiply your clarity. If
  234. 9:53you come in confused, well, the AI
  235. 9:56multiplies the confusion. And the best
  236. 9:58way to create that clarity is to do a
  237. 10:00lot of experiments
  238. 10:02and figure out what's the best way to
  239. 10:04tweak your output and even your agents.
  240. 10:07And over time, you'll build a very
  241. 10:10strong intuition
  242. 10:12>> [music]
  243. 10:12>> to get what you want. But what if you're
  244. 10:14spending hours trying to understand a
  245. 10:17confusing and complex document? What if
  246. 10:20you need clarity to even understand
  247. 10:22what's going on in that document? That's
  248. 10:24our third time-saving pillar. C for
  249. 10:28clarity. We've all signed things we
  250. 10:31didn't understand. A loan contract, a
  251. 10:33car lease, a medical report, an
  252. 10:36insurance policy. It's all right there.
  253. 10:39It's correct, but it's so confusing
  254. 10:42because many of these documents are
  255. 10:44written in a language built to protect
  256. 10:47those who wrote them. That's where the
  257. 10:49clarity agent will save you a ton of
  258. 10:51time and hassle. It's your translator,
  259. 10:54and that's what we're going to build.
  260. 10:56The best way to understand what we're
  261. 10:57building is to think about two scopes, a
  262. 11:01telescope and a microscope. Sometimes
  263. 11:05what you're looking for is scattered
  264. 11:07across so many places that you need the
  265. 11:10agent to pull it all together. And
  266. 11:12sometimes it's the exact opposite.
  267. 11:14Sometimes what you're looking for is
  268. 11:17buried so deep in a single dense
  269. 11:20document that the agent has to dig in,
  270. 11:23extract the key ideas, explain the
  271. 11:25jargon, flag the risks. That is your
  272. 11:28microscope. So, let's go through both of
  273. 11:31them and build both ideas. Say I'm about
  274. 11:34to sign a deal with a company I don't
  275. 11:37know well. So, I can tell the agent,
  276. 11:39find out who they are. Find out
  277. 11:41everything you can from the internet.
  278. 11:43Analyze our past emails with them
  279. 11:46because, hey, we've already built our
  280. 11:48coordination agent, remember? Find out
  281. 11:51anything recent in the news.
  282. 11:53And tell me more about this deal that
  283. 11:56I'm trying to strike with them. And if I
  284. 11:58have uploaded documents, the agent will
  285. 12:01search all my documents, all my
  286. 12:04connected tools, my Google Drive, and
  287. 12:07the web and come back with one picture.
  288. 12:10And what if I want to know more about
  289. 12:13their product or competitive strategy?
  290. 12:16We let the agent do the work for us. And
  291. 12:18the prompt could be, now go and do deep
  292. 12:21research on their core product from
  293. 12:23reliable sources, create a document in
  294. 12:26my folder, and cite the sources. Cloud
  295. 12:30agents already have web search and deep
  296. 12:32research built in. Same for Gemini and
  297. 12:35ChatGPT. The interface may look
  298. 12:38different, but it's the same idea. Two
  299. 12:40phrases I use the most when I work in
  300. 12:43telescope mode. Please verify,
  301. 12:47and be concise. They can be super
  302. 12:49helpful. Sometimes I take the research
  303. 12:52output from one AI engine to another one
  304. 12:56and make sure I can cross-verify. That
  305. 12:58is my advisory board. And there are
  306. 13:01three members in it, Claude, Gemini, and
  307. 13:04ChatGPT. And sometimes they fight among
  308. 13:07themselves, which is great for me. Now
  309. 13:09it's time to change our scope. We're
  310. 13:11going to use the microscope. Let's say
  311. 13:14we have a contract from the same
  312. 13:16company. I uploaded the first mistake
  313. 13:19most people make is asking, summarize
  314. 13:22this contract. A summary makes a
  315. 13:24confusing document shorter, sure. But in
  316. 13:28legal contracts or long policies, the
  317. 13:31devil is always in the details. So
  318. 13:34instead, my prompt would be, "Read this
  319. 13:38document carefully.
  320. 13:40Find the key terms like fee structure
  321. 13:42and obligations and deadlines and
  322. 13:45exclusions and risks.
  323. 13:48Pay attention to anything that's unclear
  324. 13:51or anything that makes me liable."
  325. 13:54Create a table with five columns. What
  326. 13:57the contract says, what it means in
  327. 14:00plain English, why it matters, the risk
  328. 14:03level, and the questions I should be
  329. 14:06asking. Again, that's just one of many
  330. 14:09prompts you can give it, but you get the
  331. 14:11point. You want to break that document
  332. 14:13open, not get a bird's-eye view on it.
  333. 14:16That's what agents can do for you. And
  334. 14:18now, one more important thing, your
  335. 14:22mileage may vary, but I personally don't
  336. 14:25like uploading sensitive information
  337. 14:28like personal financial data or medical
  338. 14:32reports. So, be mindful about all of
  339. 14:35that. All right, we're on to the fourth
  340. 14:37pillar. This last agent helps you handle
  341. 14:40the moment once you're in the room, the
  342. 14:42interview, the raise, the pitch. With
  343. 14:45some conversations, you only get one
  344. 14:47shot. That's why you have to rehearse. I
  345. 14:49remember my first job interview. It was
  346. 14:52long time ago. And I had no idea what to
  347. 14:55do, what to wear. I didn't even know how
  348. 14:58to tie a tie.
  349. 15:00I don't think I even owned a tie. So, I
  350. 15:03asked my roommate if I could borrow his
  351. 15:06tie. His name was Mike Green. Awesome
  352. 15:09awesome roommate.
  353. 15:11He said, "Sure, but do you know how to
  354. 15:14wear it?"
  355. 15:16And I shook my head and we both cracked
  356. 15:18up. So, he got a tie, tied it around his
  357. 15:21neck first, loosened it, and handed it
  358. 15:24to me and said, "Good luck."
  359. 15:26Of course, I walked in wearing a
  360. 15:28borrowed tie, but still had the same
  361. 15:30anxiety about my first interview. Turns
  362. 15:33out that when it comes to interview
  363. 15:34anxiety, I'm not alone. In a survey done
  364. 15:37by JDP, 93%
  365. 15:40of people said they get anxious about
  366. 15:42job interviews. That's almost all of us.
  367. 15:45But the survey also said something very
  368. 15:47useful. One of the best ways to reduce
  369. 15:50that anxiety is to practice that
  370. 15:52interview out loud. That's the whole
  371. 15:54point of the coaching agent. The first
  372. 15:57time you say the most important thing,
  373. 15:59you should not be in the most important
  374. 16:01room. We are going to build an agent
  375. 16:03that helps you rehearse. I know CEOs who
  376. 16:07rehearse their entire board meeting with
  377. 16:10six or seven agents, where each agent is
  378. 16:13designed to mimic the personality of a
  379. 16:15specific board member.
  380. 16:17Yeah. It's that important. We will use
  381. 16:20job interview as an example as we build
  382. 16:22it, but you can use it for any
  383. 16:25professional or personal conversation or
  384. 16:27negotiations. Okay, first, I add all the
  385. 16:30context, the company background, job
  386. 16:33description, my cover letter, my resume,
  387. 16:37my position statement, [music] and so
  388. 16:39on. Second, we want to tell the agent
  389. 16:42who to be. You are the hiring manager
  390. 16:45for a senior product role. You are
  391. 16:48sharp. You're a little skeptical.
  392. 16:51And you've read my resume, so go ahead
  393. 16:54and interview me. Ask one question at a
  394. 16:56time. And push back on weak answers like
  395. 16:59a real interviewer would. And keep track
  396. 17:02of our entire interview so we can
  397. 17:05analyze and improve my performance. And
  398. 17:08here's the move that makes it all real.
  399. 17:11Don't type it. Talk to it. Turn on the
  400. 17:14voice mode. On your phone. So ChatGPT,
  401. 17:17Gemini, Claude, they all let you speak
  402. 17:20out loud, and they all can have natural
  403. 17:22conversation with you. You can interrupt
  404. 17:24it, you can ask clarifying questions.
  405. 17:26It's a real conversation. I do this all
  406. 17:29the time on my walks. And when I'm done,
  407. 17:32I want both the agent and me to break
  408. 17:34character. I would say, "Okay, we're
  409. 17:37done with the interview. Now, you're my
  410. 17:40interview coach. Tell me where I was
  411. 17:42weak,
  412. 17:43where I fumbled,
  413. 17:45what I should have said.
  414. 17:47Tell me where I rambled on. Give me
  415. 17:50three ways I could have answered that
  416. 17:52question better." And once the coaching
  417. 17:54session is over, now you can turn up the
  418. 17:57heat. Give that agent a persona of a
  419. 18:01tougher hiring manager. Maybe you're
  420. 18:04applying to a startup, and the CEO will
  421. 18:06be the one interviewing you at the end.
  422. 18:09Give that persona to the agent. Let the
  423. 18:11agent know that it should conduct the
  424. 18:14interview in that persona for 45
  425. 18:17minutes, and give you the last 15
  426. 18:19minutes to ask questions to the CEO.
  427. 18:22Because that will happen in real life.
  428. 18:25And finally, once you're done with all
  429. 18:27your reps,
  430. 18:28don't forget to ask. Turn what you've
  431. 18:31learned into a one-page prep card, so I
  432. 18:34can review it before the interview. Now,
  433. 18:37you have something you can use. [music]
  434. 18:38Your goal here is not to create a set of
  435. 18:42scripted answers, but to build the
  436. 18:44capacity to deliver good answers, no
  437. 18:47matter what the questions are. Like all
  438. 18:50great musicians, rehearsals teach you to
  439. 18:53build judgment and taste, so you can
  440. 18:56become comfortable improvising on stage.
  441. 18:59So, those are the four pillars. You
  442. 19:02know, as AI becomes more entangled in
  443. 19:06our lives, there's definitely a sense of
  444. 19:08fear running under all of this.
  445. 19:11According to a recent survey, 70%
  446. 19:14of Americans believe AI will shrink job
  447. 19:18opportunities. And among Gen Z, it is
  448. 19:2181%. Sure, some jobs will be displaced.
  449. 19:26There will definitely be some pain
  450. 19:28around that.
  451. 19:30But, many, many more new jobs will be
  452. 19:33created over time because of AI.
  453. 19:37We have been here before.
  454. 19:40Every age has believed that the machine
  455. 19:44would swallow the person.
  456. 19:46Charlie Chaplin showed it in Modern
  457. 19:48Times. A man literally pulled into the
  458. 19:51gears of a factory. And that was made in
  459. 19:541936.
  460. 19:55If the contest is speed, memory, or
  461. 20:00faster output, machines will win every
  462. 20:04single time.
  463. 20:05But, I think the real contest will be
  464. 20:07about the things machines cannot own.
  465. 20:11Your attention,
  466. 20:13your creativity,
  467. 20:15your clarity,
  468. 20:17and that one thing that matters most
  469. 20:19when you build your career, your life,
  470. 20:21your company,
  471. 20:22your judgment.
  472. 20:25Those are the four pillars we talked
  473. 20:27about.
  474. 20:29Sure, the machines will keep getting
  475. 20:31smarter and faster.
  476. 20:34Let them.
  477. 20:36Use the machines.
  478. 20:38You don't have to become one.
  479. 20:42See you next week. Thank you.
  480. 20:45And I love you.

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