You’re Not Behind (Yet): How to Build Your First AI Agent (Full Guide) — Transcript
Full transcript
- 0:00I just read a study that by 2030, AI is
- 0:02going to create 170 million new jobs,
- 0:05but they won't be jobs where you just
- 0:07sit there and chat with AI. They'll be
- 0:08jobs where you build AI agents. And I
- 0:11get it, the AI space is moving crazy
- 0:13fast. I mean, what even is an AI agent?
- 0:16Not too long ago, I was right there with
- 0:18you. But after going deep myself and
- 0:20building dozens of agents, I found out
- 0:22it's actually way easier to build and
- 0:24manage these agents than it looks. So
- 0:26much so that my whole team and I have
- 0:28hundreds of AI agents doing 92% of all
- 0:31the work across my companies. So today,
- 0:33we're going to go through every step on
- 0:34how you can build your first AI agent,
- 0:36starting with AI chatbot versus AI
- 0:39agent. A chat is like a meeting. An
- 0:43agent is like an employee. Chat is you
- 0:45ask it a question and then you get an
- 0:46answer. And a lot of people just copy
- 0:48and paste things and do something with
- 0:49it. With an agent, you actually tell it
- 0:51what you want to do and it runs the full
- 0:53workflow. Think of it like these are the
- 0:55body parts. I call it data. So one is D,
- 0:58it can diagnose. It can actually figure
- 1:01out what the problem is and solve it on
- 1:03your behalf, kind of like hiring a
- 1:04consultant. Next is A, it can assemble.
- 1:07It can build a plan, it can design
- 1:10tools. In that way, I think of it like
- 1:12an architect. It knows all the different
- 1:14pieces that it can pull together to get
- 1:15something done. Next, we have T, it can
- 1:18take action. In that way, I think about
- 1:20it like somebody that executes tasks.
- 1:22And finally, A, it can assess. It can
- 1:25check its own work, see where the
- 1:27opportunities are, and then make sure
- 1:29that it landed on the right answer. And
- 1:31if not, it can review itself and make
- 1:32itself better. This whole thing is
- 1:34called a loop. And without a loop, an
- 1:37agent would just do the job and then
- 1:38stop. That's called an automation. But
- 1:40with an agent, it keeps learning. It
- 1:42keeps getting better. It kind of acts
- 1:43like a person. With chat, it pulls on
- 1:46us. It's asking us, "What do you want me
- 1:47to do?" We prompt it and then we wait.
- 1:49With an agent, it pushes on us. It's
- 1:51doing things and changing things all the
- 1:53time and it's checking in to make sure
- 1:54that it did it the right way. So you
- 1:56might be able to buy back your time with
- 1:57chat, but you'll actually learn to let
- 1:59go of whole areas with an agent. But,
- 2:01how do we even know if it's worth giving
- 2:03something to an agent instead of just
- 2:05doing it ourselves? For that, I use the
- 2:06rule of R.
- 2:08The first one is repetitive. Is this a
- 2:10task that I'm going to do every week?
- 2:11Two is rules base. Does it take the same
- 2:14input and generate the same output every
- 2:16time? The third is does it generate a
- 2:17return on my time? For the amount of
- 2:19time it takes me to build this thing,
- 2:20I'll show you how, will I actually get
- 2:22my time back? If the task takes 2
- 2:24minutes, but it would take me 2 weeks to
- 2:26build this agent, how about I just keep
- 2:27doing the 2-minute task? But, if you
- 2:29think about it and the task is only done
- 2:31once in a while, doesn't follow a clear
- 2:33process or get to a specific outcome,
- 2:35and doesn't save you more time to
- 2:36automate it than just doing it manually,
- 2:38then stick with what you got. Use the
- 2:40chat. So, now that we know the
- 2:42difference between chat and agents, how
- 2:44do we build one? To make an agent, it's
- 2:46super easy, and I even turned it into an
- 2:48acronym called agent. And the first step
- 2:51is A, which means aim for specific
- 2:53outcome.
- 2:55When I'm sitting down and I'm like,
- 2:56"Ooh, I want to build an agent for
- 2:57this." I have to first ask myself, what
- 2:59is the specific goal? Start with the
- 3:02outcome the agent is going to give you.
- 3:04It's like if I'm climbing a mountain,
- 3:05taking a step is the task, getting to
- 3:07the top is the outcome. I want to define
- 3:10the outcome and be really crystal clear
- 3:12because the cool part with AI and agents
- 3:14is that the AI can actually figure its
- 3:16way there. This is why creating AI
- 3:18agents is hard for people cuz they want
- 3:20to control every step, but the truth is
- 3:22it may know how to get there way better
- 3:23than you can figure it out. Think about
- 3:25it like when you hire a person. You say,
- 3:26"Here's your job." When they applied for
- 3:28the job, they had the specific outcomes
- 3:30that they would need to accomplish, like
- 3:32grow the business or get more customers
- 3:34or sell and get people to buy from you.
- 3:36Those are the outcomes. You don't start
- 3:37by telling them how to do the job, you
- 3:39tell them what you're going to need from
- 3:40them. That's the outcome. Aim the agent
- 3:43at the outcome you're looking for. So,
- 3:45like, how do we make sure we're being
- 3:46clear to the agent about what kind of
- 3:48outcome we want to achieve? The first is
- 3:50we got to give it the why before the
- 3:52how. Tell it why you're trying to
- 3:54achieve the goal so that it can make
- 3:55some smart decision on its own. To make
- 3:57this really easy for you, I'm going to
- 3:59use an example. We're going to build
- 4:01together an agent to manage your inbox.
- 4:04As an outcome, I would prompt it and say
- 4:06I need to spend less time managing my
- 4:08email inbox. See how I'm not telling how
- 4:10to do it yet? I'm just saying this is
- 4:12the outcome. The second is we have to
- 4:13write what's called a DOD or a
- 4:15definition of done. It's giving them the
- 4:18instructions to know if they achieve the
- 4:19thing. We want to be specific, we want
- 4:21it measurable, ideally have it in one
- 4:23sentence. So for example, building our
- 4:25agent for our inbox, we would not say
- 4:27handle my emails. Instead we would say
- 4:29done means every morning at 9:00 a.m.
- 4:31the inbox is empty, replies are drafted
- 4:33in my voice, and anything that needs me
- 4:35is flagged to the top and nothing
- 4:37important slips. If you can't picture it
- 4:39done, the agent can't hit it. It's like
- 4:41a target they can't see. And finally, we
- 4:43got to start with the end and it's
- 4:45called reverse prompting. But we want to
- 4:47tell it the results that you want, then
- 4:49we tell it ask you the question it needs
- 4:52to get full clarity. This is the
- 4:53advanced move. This is what nobody out
- 4:55there is teaching you. Then we let the
- 4:57AI do its thing cuz it's better than us
- 4:59in a lot of stuff and it builds the plan
- 5:01itself. And the truth is if we can't
- 5:03state the outcome in one sentence, we're
- 5:05not ready to build. If you can talk the
- 5:07task, like explain to somebody else,
- 5:09then the AI can do the task. And the
- 5:11cool part is you knowing this already
- 5:13puts you ahead of most people using AI
- 5:15today. Even folks you're like, oh this
- 5:17person's so smart, they don't know this
- 5:18stuff. And we're just getting started.
- 5:20So we've got the agent, it has its
- 5:22reason, we have a clear target, and now
- 5:24it has clarity. And now the next step is
- 5:27G, give it an identity.
- 5:30Truthfully, out of the box, AI knows a
- 5:32little bit about everything, but it
- 5:34doesn't know anything specifically well.
- 5:36So an identity allows us to focus its
- 5:39power in the right expertise. So when we
- 5:41build the identity, instead of it
- 5:43knowing a little bit about everything,
- 5:44it gets really sharp about that one
- 5:46thing that you've hired {slash} built it
- 5:48to do. And the best part is that the
- 5:49tighter we define who it is, the better
- 5:52it works, the better the outcome is, the
- 5:54better the agent is an agent. I remember
- 5:56reading a report where they built a
- 5:57bunch of AI agents to do customer
- 5:59support for an airline, and then they
- 6:01removed all the rule books, its identity
- 6:04from the agent, and it dropped from 33%
- 6:07success rate down to 11%. So, we're
- 6:09talking same model, same task, same
- 6:11request, and it got three times stupider
- 6:13because it forgot who it was. Think of
- 6:15your agent as a genius, and he's sitting
- 6:18at a desk, and he's wearing a blue
- 6:19shirt, and he's got gray hair. This
- 6:21genius has infinite potential, but until
- 6:24you tell them the job, they just sit
- 6:25there doing nothing cuz they don't know
- 6:27what they're supposed to do. So, what we
- 6:28need to do is tell it what its job
- 6:30description is and set some rules for
- 6:32how to do the work. So, this is how we
- 6:33create the agent's job description using
- 6:35three plain English files. The first one
- 6:38is the soul file, right? It's the
- 6:40agent's personality. I have a lot of fun
- 6:43when I create my agents. I tell it what
- 6:44kind of quirks I want, what kind of
- 6:46values does it have? How does it talk?
- 6:48It's essentially defining how it
- 6:49behaves. The second file is the identity
- 6:52file. That's its DNA. That's its name.
- 6:55That's a description of its role. For
- 6:57example, one of my primary agents, his
- 6:59name is Kai. I just worked with him for
- 7:022 weeks, and we built a bunch of stuff,
- 7:03and I said, "Hey, man, it's time for you
- 7:05to give yourself a name because I feel
- 7:07weird not knowing who you are." And he's
- 7:09like, "Oh, how about this?" And here's
- 7:11why, and he gave me all the reasons, and
- 7:12I said, "Cool, update your identity
- 7:14file." So, now he knows who he is to the
- 7:17world. The third is the user file, and
- 7:19this is the context your agent needs to
- 7:21know with you. It knows who it's going
- 7:23to be interacting with so it can adjust
- 7:24its loops to get better for you. So, for
- 7:26example, in this file you might have
- 7:28your goals, your role, how you like
- 7:30things done, but essentially it defines
- 7:31who we are. The soul file is how it
- 7:34behaves, the identity file is who it is,
- 7:36and then the user file is who we are.
- 7:38Now, here's a pro tip, don't write these
- 7:40files yourself. No, no, no. Let's tell
- 7:42AI to write it. As we build the inbox
- 7:45agent, here's the prompt that you use to
- 7:47generate them. I want to build an AI
- 7:49agent that runs my inbox, your aim from
- 7:51the previous step, we insert that there,
- 7:53create its three identity files, a soul
- 7:55file, an identity file, and a user file,
- 7:57and ask me any question you need to fill
- 7:59these in accurately, then write all
- 8:01three. Notice we did the reverse
- 8:02prompting where we asked it to ask us
- 8:04questions.
- 8:05So now, it'll go do the research, and
- 8:07then it'll hand back a template that is
- 8:1099% awesome and complete. For example,
- 8:13here's what our inbox agent identity
- 8:14files might look like after the AI
- 8:16interviews you. Soul file, how it
- 8:18behaves, writes in my voice, concise,
- 8:21direct, zero corporate fluff, calm and
- 8:24reassuring, never pushy or salesy, and
- 8:27avoids phrases like, "I hope this email
- 8:29finds you well." Of course it found you
- 8:30well. When it's unsure, it flags instead
- 8:33of guessing. Identity file, who it is.
- 8:36It has its name, Amelia. Emailia.
- 8:39See what I did there? Isn't it cool?
- 8:40It's got personality. The role, personal
- 8:43inbox manager. The job, you read, you
- 8:46sort, you draft replies to every new
- 8:48email. Lane, this is the parameters.
- 8:50Inbox only, never touch my calendar.
- 8:52Don't you touch my money or anything
- 8:54outside my email. Now we got the user
- 8:56file, who it works for. I'm a founder
- 8:58who gets around 100 emails a day. We
- 9:00prioritize people, my team, my current
- 9:03clients, my VIP list. I have multiple AI
- 9:05companies, a media company, and I list
- 9:07them all. With these three files, our
- 9:09inbox agent knows how to behave, who it
- 9:11is, and who it's working for. And look,
- 9:13building one agent changes how we work.
- 9:15But if you're a CEO or founder, the real
- 9:17unlock is a whole team of them. That's
- 9:19why I put together my full AI company OS
- 9:21playbook. It's the best way to plug AI
- 9:23agents into every single department in
- 9:25your business. If you want it, just DM
- 9:27me the word AI business on Instagram and
- 9:29I'll send it right over. So now our
- 9:30agent knows the job it needs to do, but
- 9:32we haven't given it the necessary tools
- 9:34to do the job with. This is where we got
- 9:36to go to E, which is equip it.
- 9:38Like any human team, an agent is going
- 9:41to need some context. It's going to need
- 9:42some tools. It's going to need some
- 9:44logins to systems so it can actually do
- 9:45its work. When we give our agent the
- 9:47context, the history, the data, the
- 9:49tools, that's actually when it gets to
- 9:51do the real work. And in all agent
- 9:53design, the context is the moat because
- 9:56garbage context in, garbage context out.
- 9:59Think of this whole desk as what's
- 10:00called the context window. I am the AI,
- 10:03the LLM, and I'm the genius and I'm
- 10:05sitting at the desk. Over here, I've got
- 10:07my playbooks. These are the processes
- 10:10and procedures on how to do my work. On
- 10:11top of it, I've placed my identity
- 10:13files, the things we just created so
- 10:15that I understand how I'm supposed to
- 10:16behave and who I'm working for. This is
- 10:18like my constitution. And then over
- 10:21here, I've got the tools. These are the
- 10:23laptops, the monitor, the mouse,
- 10:25anything I need to use to connect to
- 10:27other systems. And above that, I've got
- 10:29my loops. These are the schedules, the
- 10:31harpy that I talked about earlier so
- 10:32that I know when I'm supposed to get
- 10:34things done by. It's like the calendar.
- 10:36It's my schedule. And then under the
- 10:38desk is where I have my filing cabinets.
- 10:40This is my memory. This is where things
- 10:42that can't fit on my desk sit so that
- 10:45it's available but I'm not creating
- 10:47clutter on my desk. If you've ever heard
- 10:48of context rot, that's when you just
- 10:50load the desk with a bunch of files and
- 10:53it becomes complicated and I can't find
- 10:54things quickly and all of a sudden I'm
- 10:56answering questions but I'm not clear
- 10:57about it cuz I'm not certain about it.
- 10:58Whereas a clear context window is when
- 11:01everything on the desk is neatly put
- 11:03away so that I can refer to it. So,
- 11:05that's why we have to equip our agent
- 11:08with the right context. So, now that
- 11:10we're here, how do we equip the genius
- 11:12agent with all the right context and the
- 11:14tools? First off, we have to capture our
- 11:16processes so we can let it know how to
- 11:18do the work. For this, I've got two
- 11:20ways. The first way, which I've been
- 11:21teaching forever, not the best way, is
- 11:23the camcorder method. You do the work,
- 11:25you record yourself using Zoom video or
- 11:27any kind of recording software, and then
- 11:29you can give that to an AI to turn it
- 11:31into a playbook, and then you feed that
- 11:33to the agent as like a procedure. Think
- 11:35about our inbox. It's like, do you have
- 11:37a documented process for how to label
- 11:39your emails and triage your emails and
- 11:40write replies on your behalf? Just make
- 11:42sure that when you're recording
- 11:43yourself, you're talking through the
- 11:44task so that when the AI takes that to
- 11:46create the playbook, it has all the
- 11:47details. The better way, and this is my
- 11:50recommendation, is to reverse engineer
- 11:52it from the source. If I'm building an
- 11:54agent to manage my inbox, I can actually
- 11:56connect using the connector tool to my
- 11:58email, in my case Gmail, and ask the AI
- 12:01to reverse engineer and create a
- 12:03playbook based on historical emails.
- 12:06See, you've already been in your inbox
- 12:08replying and doing stuff. The AI can
- 12:10actually use that to train itself. And
- 12:11that is actually the way I build most of
- 12:13my agents if I have the source
- 12:15information. I just ask it to learn how
- 12:17I've done it in the past and then create
- 12:18a procedure. Go find the pattern, go
- 12:20find the best practices, go find the
- 12:21little intricacies based on how I've
- 12:23done it and all the people and the
- 12:24relationships, and you write that file.
- 12:26So, for example, if you want the prompt
- 12:28to do this, here's what you write.
- 12:29Connect to my email, read 50 messages
- 12:32that I've sent, study how I actually
- 12:34write, my tone, my greetings, how I do
- 12:36sign-offs, how long my sentences are,
- 12:38the phrases I use most often. Then write
- 12:40a style guide that captures my voice and
- 12:41tone, and to test it, ask it to draft a
- 12:43reply on your newest emails that are
- 12:45unread as you, based on what it learned.
- 12:47Then you can rewrite those so that it
- 12:49can use that to learn and tighten it up.
- 12:51Like it already knew who it was in the
- 12:53best practices based on its research.
- 12:55That's in the soul file, but now it has
- 12:57clear templates, the step-by-step
- 12:59instructions and even examples that it
- 13:01can use to do this on your behalf. So,
- 13:02now that it's captured all the
- 13:03information, it still hasn't kind of
- 13:05solidified it into an actual playbook,
- 13:07and that's what we call a system prompt.
- 13:09So, then what you do is for each sub
- 13:10process in the agent's activities, like
- 13:13drafting emails, but maybe it needs to
- 13:15sort emails, you can have it do the same
- 13:17activity, either you tell it how to do
- 13:19it or it researches, and then it creates
- 13:21all these system prompts based on the
- 13:22work you need it to do. Like I have it
- 13:24for my inbox, sort, reply, forward,
- 13:28that's a big one, and even escalate
- 13:30things that it needs to show me and the
- 13:31reporting I want every day. So, then at
- 13:33this point, you actually have an AI
- 13:35agent running. This is exciting stuff.
- 13:37You might feel right now, you're like,
- 13:39"Oh man, I'm going to give everything I
- 13:40got at it." Don't do that. The N in the
- 13:42agent framework is to narrow the scope.
- 13:45The agent needs to have a narrow scope
- 13:48of what it does so it doesn't confuse
- 13:49itself. If you start asking it to do 17
- 13:51other things, then all of a sudden this
- 13:53desk can get really busy, which means
- 13:55it's not going to be a great agent
- 13:56anymore. Just like you wouldn't give
- 13:58your administrative assistant the
- 14:00responsibility to do marketing and take
- 14:02sales calls, you want to make sure the
- 14:03scope is narrow for each agent. As an
- 14:06example, I have an agent that writes
- 14:07code, and then I have an agent that
- 14:09reviews code, and those are separate
- 14:10agents and they work together. See how
- 14:12narrow the scope is? We need to focus
- 14:14the agent down to one specialist per
- 14:17job. Each agent great at one thing.
- 14:19Instead of having one agent do
- 14:20everything, which is what people usually
- 14:23do, that's a mistake, we'll have sub
- 14:25agents that do specialized tasks under
- 14:27it. That way it keeps all the context
- 14:29for the agent super clean. It doesn't
- 14:31get confused. We don't have context rot.
- 14:33We don't want to have a mega agent.
- 14:35Instead, we need to spread out the tasks
- 14:37to other sub agents so that it can
- 14:39handle other agents below it. So, for
- 14:40example, Kai, who's like my
- 14:42orchestration agent, he's the one that
- 14:44not only creates other agents, he also
- 14:46coordinates the tasks to the different
- 14:48agents like my research agent and my
- 14:50relationship agent and my coding agent
- 14:52and my reporting agent. He then he pulls
- 14:54it all together and gives me answers.
- 14:56So, instead of giving every task to one
- 14:58agent, this is what we should do
- 14:59instead. We build a manager agent. Its
- 15:01only job is literally to manage and
- 15:04specialize in the management of the sub
- 15:06agents. Think of it like a real manager
- 15:08agent. You are my manager agent, I need
- 15:09you to manage my sub agents, and I need
- 15:12you to make sure that you monitor the
- 15:13jobs and make sure they're moving along
- 15:15and if they're not working, you fix
- 15:16them, and you decide what agents need to
- 15:18exist. So, for example, we We our inbox
- 15:20agent, but we don't want to have to
- 15:22manage the inbox agent. We create a
- 15:24manager agent that talks to the inbox
- 15:26agent that might be responsible for a
- 15:27lot of different things like our inbox,
- 15:29but also sending stuff to other people
- 15:31on our team. But we want to make sure
- 15:32each sub agent reports to that manager
- 15:34agent so that it takes care of it. So
- 15:36you might want to give it a prompt like
- 15:37this. You're my manager agent. You never
- 15:40do any task yourself. When it comes in,
- 15:42you only move it to other sub agents
- 15:44that are dedicated for that one specific
- 15:46job. You hand it the task and then you
- 15:48let it run. So it's like one agent, one
- 15:50lane. And if a job touches multiple
- 15:52areas, split it into the separate sub
- 15:54agents, one per area. You're the one
- 15:56that coordinates and reports back to me.
- 15:58Like I said, mine's called Kai. He's
- 16:01awesome. I talk to Kai. Kai talks all
- 16:03the sub agents. I've one agent I got to
- 16:05talk to. If you want a pro tip, and I
- 16:07don't want to overwhelm you, but there's
- 16:08different AI models. So for example,
- 16:10within Anthropic, you have Haiku. This
- 16:13is like for simple and high volume
- 16:15stuff. If you want to sort things, you
- 16:16want to label things, quick draft, and
- 16:17it's the cheapest. Then you might go to
- 16:19Sonnet. Sonnet's great for like
- 16:20day-to-day work, research, writing most
- 16:22code. At a higher level, you've got
- 16:24Opus. This is a powerful model, good at
- 16:26reasoning, complex builds, being a
- 16:28manager of agents. But now you have
- 16:30Fable, and that just dropped a few weeks
- 16:31ago. That's more like an orchestrator, a
- 16:34consultant. It has full capabilities of
- 16:36Opus, but it's even more state of the
- 16:38art. It's extremely good at long-running
- 16:41tasks and real complex things when you
- 16:43don't have a lot of information to give
- 16:44it. But it's the most expensive. So
- 16:46depending on your task, you might want
- 16:48to give it different models because
- 16:50it'll cost less and it may not need that
- 16:51level of horsepower to get the work
- 16:53done. So for example, my inbox agent,
- 16:55since it's always running every 15
- 16:56minutes, I just use Sonnet because I
- 16:58don't need an Opus level genius to run a
- 17:00process that we've already defined. To
- 17:02build the agent, I might use Opus. That
- 17:04way it helps me create it. I might even
- 17:06use Fable. But then to run it, I'm going
- 17:07to run it on Sonnet. One time I had to
- 17:09do this whole refactor on my code base,
- 17:11and I could have used a powerful model
- 17:13like Opus. It probably would have cost
- 17:14me 150 bucks. Instead, I used Haiku and
- 17:17it cost me $1.50. As of today, here's a
- 17:19chart with GPT and other AI equivalents
- 17:22that is on screen, so you can just take
- 17:23a screenshot of it to help guide you,
- 17:25but this is now changing every couple
- 17:26weeks. If you've made it this far and
- 17:28you're still interested,
- 17:30congratulations. But, I need you to know
- 17:31something. You're literally ahead of
- 17:3399.999%
- 17:35of the people out there, and you're
- 17:36crushing it. We've learned to aim the
- 17:38agent at an outcome, give it an identity
- 17:40so it knows its job, equip it with the
- 17:42right context and tools so it can do the
- 17:44job, and narrow the scope so it doesn't
- 17:46get overwhelmed, and instead use
- 17:48subagents to accomplish specific tasks.
- 17:50Now, this last step is where our agent
- 17:52truly becomes autonomous. T, and it
- 17:55stands for trust, because we got to do
- 17:56it in stages.
- 17:58Building an agent is actually the easy
- 18:00part. Once you understand how to do that
- 18:01and you prompt it, it just gets done.
- 18:03The scary part is letting it act without
- 18:06us. And I understand, especially as we
- 18:07talk about our inbox, having somebody
- 18:09else write emails as you, calm down. I'm
- 18:12not doing that. I'd rather it give me
- 18:13some ideas for copy. The truth is is we
- 18:15don't give agent the keys to the car on
- 18:17day one. And what we do is we like give
- 18:19it stuff, see what it does, then we see
- 18:20if its response is what we expected. If
- 18:22we do this right, you sleep well at
- 18:24night. If you don't, you will not sleep.
- 18:27The whole point of creating an agent is
- 18:29so that you can go do other stuff. If
- 18:30you're sitting there babysitting or
- 18:32worrying about all the time, it doesn't
- 18:33help you. So, up until now, we've let
- 18:35the agent help us manage some emails.
- 18:38Think about it. First, you might sure
- 18:39it's doing its job properly when we
- 18:41tested it to write those draft to unread
- 18:43emails, and we looked at how it did it.
- 18:44At first, we're micromanaging him a lot.
- 18:47But, then we got to learn to trust in
- 18:49stages. So, maybe the first stage is
- 18:51just like, "Hey, can you sort the
- 18:52email?" And then we see what it does,
- 18:53and we're like, "Okay, that's good."
- 18:54Then we like ask him to do more drafts.
- 18:56So, we already tested it, but now let's
- 18:58let it really do it. So, now it's
- 18:59running drafts, and we're like, "Okay, I
- 19:00like those drafts. Change this. Do
- 19:02this." Okay, now it's doing its thing.
- 19:04Then we might let it start sending
- 19:05emails on our behalf, but not all of
- 19:06them. Maybe just even forwarding emails
- 19:09to finance, to our team, because it has
- 19:11the logic. It saw how we handled those
- 19:12emails in the past. Maybe it categorized
- 19:14certain emails like Slack notifications
- 19:16into a specific label. But eventually,
- 19:18we want this genius to manage our whole
- 19:21inbox without us even opening it. That's
- 19:23the equivalent of us leaving the room
- 19:25and having the agent at the desk do all
- 19:27the work for us. Because at this step,
- 19:30we learn to let go. We've trusted it
- 19:32fully. Cuz if you don't do this, it's
- 19:34like hiring a driver to drive your car
- 19:36and you got your hand on the wheel. Now
- 19:38we got to take our hand off the wheel
- 19:40and let the driver drive. Here's how you
- 19:41can do it in a really safe way. You set
- 19:43the guardrails first. You can actually
- 19:45set that up in its identity files. What
- 19:46is it capable to do on our behalf? Maybe
- 19:48it has the ability to spend money. Maybe
- 19:50it has the ability to make decisions.
- 19:51Maybe it has the ability to write drafts
- 19:53only, not send yet. It's always your
- 19:55call and you can define those. Two,
- 19:57approve everything at first. I've never
- 19:59created an agent and just like, "YOLO,
- 20:01go nuts." No. Show me what you would do.
- 20:03I like what you did. Do it again. tweak
- 20:05it. Just like I just talked about for
- 20:07our inbox agent. Third, we loosen the
- 20:09leash, right? It's like a dog walking
- 20:11with and you're like, "Hey, I trust you
- 20:12more. I trust you more." And all of a
- 20:14sudden the leash goes limp, but he still
- 20:15holds the heel. And then four would be
- 20:18give it a heartbeat that it can run on
- 20:19its own. Set up that schedule, that
- 20:22reoccurring task. So maybe before it did
- 20:24it once and you reviewed everything, now
- 20:26I might do it every 15 minutes. You
- 20:28know, every morning at 9:00 a.m. it did
- 20:29it once. Now why are we waiting? Why are
- 20:31we waiting till the next day? Why don't
- 20:32we have it run all the time? This
- 20:34process is scary, but the whole point of
- 20:36learning to let go is to buy back our
- 20:38time, to have the agent do the work for
- 20:40us. And learning to let go is part of
- 20:42the process if you trust. So for
- 20:45example, when I showed this agent to my
- 20:47executive assistant, she thought she was
- 20:49out of a job. Instead, it actually freed
- 20:51her up to do things that actually
- 20:52mattered, not sorting emails and writing
- 20:54drafts or telling me what's in there.
- 20:56The AI can do that. I'd rather pay her
- 20:58to do higher quality work, manage
- 21:00higher-level projects. Then we rolled
- 21:02out the same system to the whole team. I
- 21:04taught everybody how to do this. Now I
- 21:05want to say congratulations. We just
- 21:08tackled a topic that most people don't
- 21:10even want to learn. They're like,
- 21:11"That's not for me. I hear about agents.
- 21:13I don't get it. I'm confused." But no,
- 21:14you didn't. You went all the way till
- 21:16the end. And I want you to understand
- 21:18that you might feel a little behind in
- 21:19this AI world, but here's where I've
- 21:21gotten to. I've accepted that I will
- 21:23always feel behind and I could never be
- 21:25on top of all of it. But you just
- 21:26learned a strategy, a shift, a different
- 21:29way of doing work that if you can learn
- 21:31how to direct the AI, you will co-create
- 21:33with it. If you don't, don't be
- 21:35surprised if one day you might be
- 21:36working for it. Remember the rules of R?
- 21:39Repetitive, rules-based, and return on
- 21:40time? That's where we want to start
- 21:42looking for opportunities to put an
- 21:43agent in there instead of you keep doing
- 21:45it. And I'm going to give you the pro
- 21:46tip of all pro tips. You grab the link
- 21:48to this video, you give it to your AI,
- 21:51and you tell it to use everything I've
- 21:53shared to create the AI for you, and
- 21:55watch it cook, cuz it can do it. Now,
- 21:58here's what I want to know from you.
- 21:59We're going to have some fun. Below in
- 22:00the comments, answer this question. If
- 22:02an AI agent could manage your inbox and
- 22:05buy you back all this time, scheduling
- 22:06things on your behalf, what would you
- 22:08have more time for? I'm curious. Post a
- 22:10comment below and let me know. And if
- 22:11you want my whole system, the playbook
- 22:13that I use to manage AI in all my
- 22:15different businesses, just DM me the
- 22:16word AI business on Instagram, and I'll
- 22:18send it right over. And if you want to
- 22:19know what AI businesses are worth
- 22:21starting in 2026, click here, and I'll
- 22:23see you on the other side.
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