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You’re Not Behind (Yet): How to Build Your First AI Agent (Full Guide) — Transcript

by Dan Martell · 5,215 words · 696 segments · language en · Watch on YouTube

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  1. 0:00I just read a study that by 2030, AI is
  2. 0:02going to create 170 million new jobs,
  3. 0:05but they won't be jobs where you just
  4. 0:07sit there and chat with AI. They'll be
  5. 0:08jobs where you build AI agents. And I
  6. 0:11get it, the AI space is moving crazy
  7. 0:13fast. I mean, what even is an AI agent?
  8. 0:16Not too long ago, I was right there with
  9. 0:18you. But after going deep myself and
  10. 0:20building dozens of agents, I found out
  11. 0:22it's actually way easier to build and
  12. 0:24manage these agents than it looks. So
  13. 0:26much so that my whole team and I have
  14. 0:28hundreds of AI agents doing 92% of all
  15. 0:31the work across my companies. So today,
  16. 0:33we're going to go through every step on
  17. 0:34how you can build your first AI agent,
  18. 0:36starting with AI chatbot versus AI
  19. 0:39agent. A chat is like a meeting. An
  20. 0:43agent is like an employee. Chat is you
  21. 0:45ask it a question and then you get an
  22. 0:46answer. And a lot of people just copy
  23. 0:48and paste things and do something with
  24. 0:49it. With an agent, you actually tell it
  25. 0:51what you want to do and it runs the full
  26. 0:53workflow. Think of it like these are the
  27. 0:55body parts. I call it data. So one is D,
  28. 0:58it can diagnose. It can actually figure
  29. 1:01out what the problem is and solve it on
  30. 1:03your behalf, kind of like hiring a
  31. 1:04consultant. Next is A, it can assemble.
  32. 1:07It can build a plan, it can design
  33. 1:10tools. In that way, I think of it like
  34. 1:12an architect. It knows all the different
  35. 1:14pieces that it can pull together to get
  36. 1:15something done. Next, we have T, it can
  37. 1:18take action. In that way, I think about
  38. 1:20it like somebody that executes tasks.
  39. 1:22And finally, A, it can assess. It can
  40. 1:25check its own work, see where the
  41. 1:27opportunities are, and then make sure
  42. 1:29that it landed on the right answer. And
  43. 1:31if not, it can review itself and make
  44. 1:32itself better. This whole thing is
  45. 1:34called a loop. And without a loop, an
  46. 1:37agent would just do the job and then
  47. 1:38stop. That's called an automation. But
  48. 1:40with an agent, it keeps learning. It
  49. 1:42keeps getting better. It kind of acts
  50. 1:43like a person. With chat, it pulls on
  51. 1:46us. It's asking us, "What do you want me
  52. 1:47to do?" We prompt it and then we wait.
  53. 1:49With an agent, it pushes on us. It's
  54. 1:51doing things and changing things all the
  55. 1:53time and it's checking in to make sure
  56. 1:54that it did it the right way. So you
  57. 1:56might be able to buy back your time with
  58. 1:57chat, but you'll actually learn to let
  59. 1:59go of whole areas with an agent. But,
  60. 2:01how do we even know if it's worth giving
  61. 2:03something to an agent instead of just
  62. 2:05doing it ourselves? For that, I use the
  63. 2:06rule of R.
  64. 2:08The first one is repetitive. Is this a
  65. 2:10task that I'm going to do every week?
  66. 2:11Two is rules base. Does it take the same
  67. 2:14input and generate the same output every
  68. 2:16time? The third is does it generate a
  69. 2:17return on my time? For the amount of
  70. 2:19time it takes me to build this thing,
  71. 2:20I'll show you how, will I actually get
  72. 2:22my time back? If the task takes 2
  73. 2:24minutes, but it would take me 2 weeks to
  74. 2:26build this agent, how about I just keep
  75. 2:27doing the 2-minute task? But, if you
  76. 2:29think about it and the task is only done
  77. 2:31once in a while, doesn't follow a clear
  78. 2:33process or get to a specific outcome,
  79. 2:35and doesn't save you more time to
  80. 2:36automate it than just doing it manually,
  81. 2:38then stick with what you got. Use the
  82. 2:40chat. So, now that we know the
  83. 2:42difference between chat and agents, how
  84. 2:44do we build one? To make an agent, it's
  85. 2:46super easy, and I even turned it into an
  86. 2:48acronym called agent. And the first step
  87. 2:51is A, which means aim for specific
  88. 2:53outcome.
  89. 2:55When I'm sitting down and I'm like,
  90. 2:56"Ooh, I want to build an agent for
  91. 2:57this." I have to first ask myself, what
  92. 2:59is the specific goal? Start with the
  93. 3:02outcome the agent is going to give you.
  94. 3:04It's like if I'm climbing a mountain,
  95. 3:05taking a step is the task, getting to
  96. 3:07the top is the outcome. I want to define
  97. 3:10the outcome and be really crystal clear
  98. 3:12because the cool part with AI and agents
  99. 3:14is that the AI can actually figure its
  100. 3:16way there. This is why creating AI
  101. 3:18agents is hard for people cuz they want
  102. 3:20to control every step, but the truth is
  103. 3:22it may know how to get there way better
  104. 3:23than you can figure it out. Think about
  105. 3:25it like when you hire a person. You say,
  106. 3:26"Here's your job." When they applied for
  107. 3:28the job, they had the specific outcomes
  108. 3:30that they would need to accomplish, like
  109. 3:32grow the business or get more customers
  110. 3:34or sell and get people to buy from you.
  111. 3:36Those are the outcomes. You don't start
  112. 3:37by telling them how to do the job, you
  113. 3:39tell them what you're going to need from
  114. 3:40them. That's the outcome. Aim the agent
  115. 3:43at the outcome you're looking for. So,
  116. 3:45like, how do we make sure we're being
  117. 3:46clear to the agent about what kind of
  118. 3:48outcome we want to achieve? The first is
  119. 3:50we got to give it the why before the
  120. 3:52how. Tell it why you're trying to
  121. 3:54achieve the goal so that it can make
  122. 3:55some smart decision on its own. To make
  123. 3:57this really easy for you, I'm going to
  124. 3:59use an example. We're going to build
  125. 4:01together an agent to manage your inbox.
  126. 4:04As an outcome, I would prompt it and say
  127. 4:06I need to spend less time managing my
  128. 4:08email inbox. See how I'm not telling how
  129. 4:10to do it yet? I'm just saying this is
  130. 4:12the outcome. The second is we have to
  131. 4:13write what's called a DOD or a
  132. 4:15definition of done. It's giving them the
  133. 4:18instructions to know if they achieve the
  134. 4:19thing. We want to be specific, we want
  135. 4:21it measurable, ideally have it in one
  136. 4:23sentence. So for example, building our
  137. 4:25agent for our inbox, we would not say
  138. 4:27handle my emails. Instead we would say
  139. 4:29done means every morning at 9:00 a.m.
  140. 4:31the inbox is empty, replies are drafted
  141. 4:33in my voice, and anything that needs me
  142. 4:35is flagged to the top and nothing
  143. 4:37important slips. If you can't picture it
  144. 4:39done, the agent can't hit it. It's like
  145. 4:41a target they can't see. And finally, we
  146. 4:43got to start with the end and it's
  147. 4:45called reverse prompting. But we want to
  148. 4:47tell it the results that you want, then
  149. 4:49we tell it ask you the question it needs
  150. 4:52to get full clarity. This is the
  151. 4:53advanced move. This is what nobody out
  152. 4:55there is teaching you. Then we let the
  153. 4:57AI do its thing cuz it's better than us
  154. 4:59in a lot of stuff and it builds the plan
  155. 5:01itself. And the truth is if we can't
  156. 5:03state the outcome in one sentence, we're
  157. 5:05not ready to build. If you can talk the
  158. 5:07task, like explain to somebody else,
  159. 5:09then the AI can do the task. And the
  160. 5:11cool part is you knowing this already
  161. 5:13puts you ahead of most people using AI
  162. 5:15today. Even folks you're like, oh this
  163. 5:17person's so smart, they don't know this
  164. 5:18stuff. And we're just getting started.
  165. 5:20So we've got the agent, it has its
  166. 5:22reason, we have a clear target, and now
  167. 5:24it has clarity. And now the next step is
  168. 5:27G, give it an identity.
  169. 5:30Truthfully, out of the box, AI knows a
  170. 5:32little bit about everything, but it
  171. 5:34doesn't know anything specifically well.
  172. 5:36So an identity allows us to focus its
  173. 5:39power in the right expertise. So when we
  174. 5:41build the identity, instead of it
  175. 5:43knowing a little bit about everything,
  176. 5:44it gets really sharp about that one
  177. 5:46thing that you've hired {slash} built it
  178. 5:48to do. And the best part is that the
  179. 5:49tighter we define who it is, the better
  180. 5:52it works, the better the outcome is, the
  181. 5:54better the agent is an agent. I remember
  182. 5:56reading a report where they built a
  183. 5:57bunch of AI agents to do customer
  184. 5:59support for an airline, and then they
  185. 6:01removed all the rule books, its identity
  186. 6:04from the agent, and it dropped from 33%
  187. 6:07success rate down to 11%. So, we're
  188. 6:09talking same model, same task, same
  189. 6:11request, and it got three times stupider
  190. 6:13because it forgot who it was. Think of
  191. 6:15your agent as a genius, and he's sitting
  192. 6:18at a desk, and he's wearing a blue
  193. 6:19shirt, and he's got gray hair. This
  194. 6:21genius has infinite potential, but until
  195. 6:24you tell them the job, they just sit
  196. 6:25there doing nothing cuz they don't know
  197. 6:27what they're supposed to do. So, what we
  198. 6:28need to do is tell it what its job
  199. 6:30description is and set some rules for
  200. 6:32how to do the work. So, this is how we
  201. 6:33create the agent's job description using
  202. 6:35three plain English files. The first one
  203. 6:38is the soul file, right? It's the
  204. 6:40agent's personality. I have a lot of fun
  205. 6:43when I create my agents. I tell it what
  206. 6:44kind of quirks I want, what kind of
  207. 6:46values does it have? How does it talk?
  208. 6:48It's essentially defining how it
  209. 6:49behaves. The second file is the identity
  210. 6:52file. That's its DNA. That's its name.
  211. 6:55That's a description of its role. For
  212. 6:57example, one of my primary agents, his
  213. 6:59name is Kai. I just worked with him for
  214. 7:022 weeks, and we built a bunch of stuff,
  215. 7:03and I said, "Hey, man, it's time for you
  216. 7:05to give yourself a name because I feel
  217. 7:07weird not knowing who you are." And he's
  218. 7:09like, "Oh, how about this?" And here's
  219. 7:11why, and he gave me all the reasons, and
  220. 7:12I said, "Cool, update your identity
  221. 7:14file." So, now he knows who he is to the
  222. 7:17world. The third is the user file, and
  223. 7:19this is the context your agent needs to
  224. 7:21know with you. It knows who it's going
  225. 7:23to be interacting with so it can adjust
  226. 7:24its loops to get better for you. So, for
  227. 7:26example, in this file you might have
  228. 7:28your goals, your role, how you like
  229. 7:30things done, but essentially it defines
  230. 7:31who we are. The soul file is how it
  231. 7:34behaves, the identity file is who it is,
  232. 7:36and then the user file is who we are.
  233. 7:38Now, here's a pro tip, don't write these
  234. 7:40files yourself. No, no, no. Let's tell
  235. 7:42AI to write it. As we build the inbox
  236. 7:45agent, here's the prompt that you use to
  237. 7:47generate them. I want to build an AI
  238. 7:49agent that runs my inbox, your aim from
  239. 7:51the previous step, we insert that there,
  240. 7:53create its three identity files, a soul
  241. 7:55file, an identity file, and a user file,
  242. 7:57and ask me any question you need to fill
  243. 7:59these in accurately, then write all
  244. 8:01three. Notice we did the reverse
  245. 8:02prompting where we asked it to ask us
  246. 8:04questions.
  247. 8:05So now, it'll go do the research, and
  248. 8:07then it'll hand back a template that is
  249. 8:1099% awesome and complete. For example,
  250. 8:13here's what our inbox agent identity
  251. 8:14files might look like after the AI
  252. 8:16interviews you. Soul file, how it
  253. 8:18behaves, writes in my voice, concise,
  254. 8:21direct, zero corporate fluff, calm and
  255. 8:24reassuring, never pushy or salesy, and
  256. 8:27avoids phrases like, "I hope this email
  257. 8:29finds you well." Of course it found you
  258. 8:30well. When it's unsure, it flags instead
  259. 8:33of guessing. Identity file, who it is.
  260. 8:36It has its name, Amelia. Emailia.
  261. 8:39See what I did there? Isn't it cool?
  262. 8:40It's got personality. The role, personal
  263. 8:43inbox manager. The job, you read, you
  264. 8:46sort, you draft replies to every new
  265. 8:48email. Lane, this is the parameters.
  266. 8:50Inbox only, never touch my calendar.
  267. 8:52Don't you touch my money or anything
  268. 8:54outside my email. Now we got the user
  269. 8:56file, who it works for. I'm a founder
  270. 8:58who gets around 100 emails a day. We
  271. 9:00prioritize people, my team, my current
  272. 9:03clients, my VIP list. I have multiple AI
  273. 9:05companies, a media company, and I list
  274. 9:07them all. With these three files, our
  275. 9:09inbox agent knows how to behave, who it
  276. 9:11is, and who it's working for. And look,
  277. 9:13building one agent changes how we work.
  278. 9:15But if you're a CEO or founder, the real
  279. 9:17unlock is a whole team of them. That's
  280. 9:19why I put together my full AI company OS
  281. 9:21playbook. It's the best way to plug AI
  282. 9:23agents into every single department in
  283. 9:25your business. If you want it, just DM
  284. 9:27me the word AI business on Instagram and
  285. 9:29I'll send it right over. So now our
  286. 9:30agent knows the job it needs to do, but
  287. 9:32we haven't given it the necessary tools
  288. 9:34to do the job with. This is where we got
  289. 9:36to go to E, which is equip it.
  290. 9:38Like any human team, an agent is going
  291. 9:41to need some context. It's going to need
  292. 9:42some tools. It's going to need some
  293. 9:44logins to systems so it can actually do
  294. 9:45its work. When we give our agent the
  295. 9:47context, the history, the data, the
  296. 9:49tools, that's actually when it gets to
  297. 9:51do the real work. And in all agent
  298. 9:53design, the context is the moat because
  299. 9:56garbage context in, garbage context out.
  300. 9:59Think of this whole desk as what's
  301. 10:00called the context window. I am the AI,
  302. 10:03the LLM, and I'm the genius and I'm
  303. 10:05sitting at the desk. Over here, I've got
  304. 10:07my playbooks. These are the processes
  305. 10:10and procedures on how to do my work. On
  306. 10:11top of it, I've placed my identity
  307. 10:13files, the things we just created so
  308. 10:15that I understand how I'm supposed to
  309. 10:16behave and who I'm working for. This is
  310. 10:18like my constitution. And then over
  311. 10:21here, I've got the tools. These are the
  312. 10:23laptops, the monitor, the mouse,
  313. 10:25anything I need to use to connect to
  314. 10:27other systems. And above that, I've got
  315. 10:29my loops. These are the schedules, the
  316. 10:31harpy that I talked about earlier so
  317. 10:32that I know when I'm supposed to get
  318. 10:34things done by. It's like the calendar.
  319. 10:36It's my schedule. And then under the
  320. 10:38desk is where I have my filing cabinets.
  321. 10:40This is my memory. This is where things
  322. 10:42that can't fit on my desk sit so that
  323. 10:45it's available but I'm not creating
  324. 10:47clutter on my desk. If you've ever heard
  325. 10:48of context rot, that's when you just
  326. 10:50load the desk with a bunch of files and
  327. 10:53it becomes complicated and I can't find
  328. 10:54things quickly and all of a sudden I'm
  329. 10:56answering questions but I'm not clear
  330. 10:57about it cuz I'm not certain about it.
  331. 10:58Whereas a clear context window is when
  332. 11:01everything on the desk is neatly put
  333. 11:03away so that I can refer to it. So,
  334. 11:05that's why we have to equip our agent
  335. 11:08with the right context. So, now that
  336. 11:10we're here, how do we equip the genius
  337. 11:12agent with all the right context and the
  338. 11:14tools? First off, we have to capture our
  339. 11:16processes so we can let it know how to
  340. 11:18do the work. For this, I've got two
  341. 11:20ways. The first way, which I've been
  342. 11:21teaching forever, not the best way, is
  343. 11:23the camcorder method. You do the work,
  344. 11:25you record yourself using Zoom video or
  345. 11:27any kind of recording software, and then
  346. 11:29you can give that to an AI to turn it
  347. 11:31into a playbook, and then you feed that
  348. 11:33to the agent as like a procedure. Think
  349. 11:35about our inbox. It's like, do you have
  350. 11:37a documented process for how to label
  351. 11:39your emails and triage your emails and
  352. 11:40write replies on your behalf? Just make
  353. 11:42sure that when you're recording
  354. 11:43yourself, you're talking through the
  355. 11:44task so that when the AI takes that to
  356. 11:46create the playbook, it has all the
  357. 11:47details. The better way, and this is my
  358. 11:50recommendation, is to reverse engineer
  359. 11:52it from the source. If I'm building an
  360. 11:54agent to manage my inbox, I can actually
  361. 11:56connect using the connector tool to my
  362. 11:58email, in my case Gmail, and ask the AI
  363. 12:01to reverse engineer and create a
  364. 12:03playbook based on historical emails.
  365. 12:06See, you've already been in your inbox
  366. 12:08replying and doing stuff. The AI can
  367. 12:10actually use that to train itself. And
  368. 12:11that is actually the way I build most of
  369. 12:13my agents if I have the source
  370. 12:15information. I just ask it to learn how
  371. 12:17I've done it in the past and then create
  372. 12:18a procedure. Go find the pattern, go
  373. 12:20find the best practices, go find the
  374. 12:21little intricacies based on how I've
  375. 12:23done it and all the people and the
  376. 12:24relationships, and you write that file.
  377. 12:26So, for example, if you want the prompt
  378. 12:28to do this, here's what you write.
  379. 12:29Connect to my email, read 50 messages
  380. 12:32that I've sent, study how I actually
  381. 12:34write, my tone, my greetings, how I do
  382. 12:36sign-offs, how long my sentences are,
  383. 12:38the phrases I use most often. Then write
  384. 12:40a style guide that captures my voice and
  385. 12:41tone, and to test it, ask it to draft a
  386. 12:43reply on your newest emails that are
  387. 12:45unread as you, based on what it learned.
  388. 12:47Then you can rewrite those so that it
  389. 12:49can use that to learn and tighten it up.
  390. 12:51Like it already knew who it was in the
  391. 12:53best practices based on its research.
  392. 12:55That's in the soul file, but now it has
  393. 12:57clear templates, the step-by-step
  394. 12:59instructions and even examples that it
  395. 13:01can use to do this on your behalf. So,
  396. 13:02now that it's captured all the
  397. 13:03information, it still hasn't kind of
  398. 13:05solidified it into an actual playbook,
  399. 13:07and that's what we call a system prompt.
  400. 13:09So, then what you do is for each sub
  401. 13:10process in the agent's activities, like
  402. 13:13drafting emails, but maybe it needs to
  403. 13:15sort emails, you can have it do the same
  404. 13:17activity, either you tell it how to do
  405. 13:19it or it researches, and then it creates
  406. 13:21all these system prompts based on the
  407. 13:22work you need it to do. Like I have it
  408. 13:24for my inbox, sort, reply, forward,
  409. 13:28that's a big one, and even escalate
  410. 13:30things that it needs to show me and the
  411. 13:31reporting I want every day. So, then at
  412. 13:33this point, you actually have an AI
  413. 13:35agent running. This is exciting stuff.
  414. 13:37You might feel right now, you're like,
  415. 13:39"Oh man, I'm going to give everything I
  416. 13:40got at it." Don't do that. The N in the
  417. 13:42agent framework is to narrow the scope.
  418. 13:45The agent needs to have a narrow scope
  419. 13:48of what it does so it doesn't confuse
  420. 13:49itself. If you start asking it to do 17
  421. 13:51other things, then all of a sudden this
  422. 13:53desk can get really busy, which means
  423. 13:55it's not going to be a great agent
  424. 13:56anymore. Just like you wouldn't give
  425. 13:58your administrative assistant the
  426. 14:00responsibility to do marketing and take
  427. 14:02sales calls, you want to make sure the
  428. 14:03scope is narrow for each agent. As an
  429. 14:06example, I have an agent that writes
  430. 14:07code, and then I have an agent that
  431. 14:09reviews code, and those are separate
  432. 14:10agents and they work together. See how
  433. 14:12narrow the scope is? We need to focus
  434. 14:14the agent down to one specialist per
  435. 14:17job. Each agent great at one thing.
  436. 14:19Instead of having one agent do
  437. 14:20everything, which is what people usually
  438. 14:23do, that's a mistake, we'll have sub
  439. 14:25agents that do specialized tasks under
  440. 14:27it. That way it keeps all the context
  441. 14:29for the agent super clean. It doesn't
  442. 14:31get confused. We don't have context rot.
  443. 14:33We don't want to have a mega agent.
  444. 14:35Instead, we need to spread out the tasks
  445. 14:37to other sub agents so that it can
  446. 14:39handle other agents below it. So, for
  447. 14:40example, Kai, who's like my
  448. 14:42orchestration agent, he's the one that
  449. 14:44not only creates other agents, he also
  450. 14:46coordinates the tasks to the different
  451. 14:48agents like my research agent and my
  452. 14:50relationship agent and my coding agent
  453. 14:52and my reporting agent. He then he pulls
  454. 14:54it all together and gives me answers.
  455. 14:56So, instead of giving every task to one
  456. 14:58agent, this is what we should do
  457. 14:59instead. We build a manager agent. Its
  458. 15:01only job is literally to manage and
  459. 15:04specialize in the management of the sub
  460. 15:06agents. Think of it like a real manager
  461. 15:08agent. You are my manager agent, I need
  462. 15:09you to manage my sub agents, and I need
  463. 15:12you to make sure that you monitor the
  464. 15:13jobs and make sure they're moving along
  465. 15:15and if they're not working, you fix
  466. 15:16them, and you decide what agents need to
  467. 15:18exist. So, for example, we We our inbox
  468. 15:20agent, but we don't want to have to
  469. 15:22manage the inbox agent. We create a
  470. 15:24manager agent that talks to the inbox
  471. 15:26agent that might be responsible for a
  472. 15:27lot of different things like our inbox,
  473. 15:29but also sending stuff to other people
  474. 15:31on our team. But we want to make sure
  475. 15:32each sub agent reports to that manager
  476. 15:34agent so that it takes care of it. So
  477. 15:36you might want to give it a prompt like
  478. 15:37this. You're my manager agent. You never
  479. 15:40do any task yourself. When it comes in,
  480. 15:42you only move it to other sub agents
  481. 15:44that are dedicated for that one specific
  482. 15:46job. You hand it the task and then you
  483. 15:48let it run. So it's like one agent, one
  484. 15:50lane. And if a job touches multiple
  485. 15:52areas, split it into the separate sub
  486. 15:54agents, one per area. You're the one
  487. 15:56that coordinates and reports back to me.
  488. 15:58Like I said, mine's called Kai. He's
  489. 16:01awesome. I talk to Kai. Kai talks all
  490. 16:03the sub agents. I've one agent I got to
  491. 16:05talk to. If you want a pro tip, and I
  492. 16:07don't want to overwhelm you, but there's
  493. 16:08different AI models. So for example,
  494. 16:10within Anthropic, you have Haiku. This
  495. 16:13is like for simple and high volume
  496. 16:15stuff. If you want to sort things, you
  497. 16:16want to label things, quick draft, and
  498. 16:17it's the cheapest. Then you might go to
  499. 16:19Sonnet. Sonnet's great for like
  500. 16:20day-to-day work, research, writing most
  501. 16:22code. At a higher level, you've got
  502. 16:24Opus. This is a powerful model, good at
  503. 16:26reasoning, complex builds, being a
  504. 16:28manager of agents. But now you have
  505. 16:30Fable, and that just dropped a few weeks
  506. 16:31ago. That's more like an orchestrator, a
  507. 16:34consultant. It has full capabilities of
  508. 16:36Opus, but it's even more state of the
  509. 16:38art. It's extremely good at long-running
  510. 16:41tasks and real complex things when you
  511. 16:43don't have a lot of information to give
  512. 16:44it. But it's the most expensive. So
  513. 16:46depending on your task, you might want
  514. 16:48to give it different models because
  515. 16:50it'll cost less and it may not need that
  516. 16:51level of horsepower to get the work
  517. 16:53done. So for example, my inbox agent,
  518. 16:55since it's always running every 15
  519. 16:56minutes, I just use Sonnet because I
  520. 16:58don't need an Opus level genius to run a
  521. 17:00process that we've already defined. To
  522. 17:02build the agent, I might use Opus. That
  523. 17:04way it helps me create it. I might even
  524. 17:06use Fable. But then to run it, I'm going
  525. 17:07to run it on Sonnet. One time I had to
  526. 17:09do this whole refactor on my code base,
  527. 17:11and I could have used a powerful model
  528. 17:13like Opus. It probably would have cost
  529. 17:14me 150 bucks. Instead, I used Haiku and
  530. 17:17it cost me $1.50. As of today, here's a
  531. 17:19chart with GPT and other AI equivalents
  532. 17:22that is on screen, so you can just take
  533. 17:23a screenshot of it to help guide you,
  534. 17:25but this is now changing every couple
  535. 17:26weeks. If you've made it this far and
  536. 17:28you're still interested,
  537. 17:30congratulations. But, I need you to know
  538. 17:31something. You're literally ahead of
  539. 17:3399.999%
  540. 17:35of the people out there, and you're
  541. 17:36crushing it. We've learned to aim the
  542. 17:38agent at an outcome, give it an identity
  543. 17:40so it knows its job, equip it with the
  544. 17:42right context and tools so it can do the
  545. 17:44job, and narrow the scope so it doesn't
  546. 17:46get overwhelmed, and instead use
  547. 17:48subagents to accomplish specific tasks.
  548. 17:50Now, this last step is where our agent
  549. 17:52truly becomes autonomous. T, and it
  550. 17:55stands for trust, because we got to do
  551. 17:56it in stages.
  552. 17:58Building an agent is actually the easy
  553. 18:00part. Once you understand how to do that
  554. 18:01and you prompt it, it just gets done.
  555. 18:03The scary part is letting it act without
  556. 18:06us. And I understand, especially as we
  557. 18:07talk about our inbox, having somebody
  558. 18:09else write emails as you, calm down. I'm
  559. 18:12not doing that. I'd rather it give me
  560. 18:13some ideas for copy. The truth is is we
  561. 18:15don't give agent the keys to the car on
  562. 18:17day one. And what we do is we like give
  563. 18:19it stuff, see what it does, then we see
  564. 18:20if its response is what we expected. If
  565. 18:22we do this right, you sleep well at
  566. 18:24night. If you don't, you will not sleep.
  567. 18:27The whole point of creating an agent is
  568. 18:29so that you can go do other stuff. If
  569. 18:30you're sitting there babysitting or
  570. 18:32worrying about all the time, it doesn't
  571. 18:33help you. So, up until now, we've let
  572. 18:35the agent help us manage some emails.
  573. 18:38Think about it. First, you might sure
  574. 18:39it's doing its job properly when we
  575. 18:41tested it to write those draft to unread
  576. 18:43emails, and we looked at how it did it.
  577. 18:44At first, we're micromanaging him a lot.
  578. 18:47But, then we got to learn to trust in
  579. 18:49stages. So, maybe the first stage is
  580. 18:51just like, "Hey, can you sort the
  581. 18:52email?" And then we see what it does,
  582. 18:53and we're like, "Okay, that's good."
  583. 18:54Then we like ask him to do more drafts.
  584. 18:56So, we already tested it, but now let's
  585. 18:58let it really do it. So, now it's
  586. 18:59running drafts, and we're like, "Okay, I
  587. 19:00like those drafts. Change this. Do
  588. 19:02this." Okay, now it's doing its thing.
  589. 19:04Then we might let it start sending
  590. 19:05emails on our behalf, but not all of
  591. 19:06them. Maybe just even forwarding emails
  592. 19:09to finance, to our team, because it has
  593. 19:11the logic. It saw how we handled those
  594. 19:12emails in the past. Maybe it categorized
  595. 19:14certain emails like Slack notifications
  596. 19:16into a specific label. But eventually,
  597. 19:18we want this genius to manage our whole
  598. 19:21inbox without us even opening it. That's
  599. 19:23the equivalent of us leaving the room
  600. 19:25and having the agent at the desk do all
  601. 19:27the work for us. Because at this step,
  602. 19:30we learn to let go. We've trusted it
  603. 19:32fully. Cuz if you don't do this, it's
  604. 19:34like hiring a driver to drive your car
  605. 19:36and you got your hand on the wheel. Now
  606. 19:38we got to take our hand off the wheel
  607. 19:40and let the driver drive. Here's how you
  608. 19:41can do it in a really safe way. You set
  609. 19:43the guardrails first. You can actually
  610. 19:45set that up in its identity files. What
  611. 19:46is it capable to do on our behalf? Maybe
  612. 19:48it has the ability to spend money. Maybe
  613. 19:50it has the ability to make decisions.
  614. 19:51Maybe it has the ability to write drafts
  615. 19:53only, not send yet. It's always your
  616. 19:55call and you can define those. Two,
  617. 19:57approve everything at first. I've never
  618. 19:59created an agent and just like, "YOLO,
  619. 20:01go nuts." No. Show me what you would do.
  620. 20:03I like what you did. Do it again. tweak
  621. 20:05it. Just like I just talked about for
  622. 20:07our inbox agent. Third, we loosen the
  623. 20:09leash, right? It's like a dog walking
  624. 20:11with and you're like, "Hey, I trust you
  625. 20:12more. I trust you more." And all of a
  626. 20:14sudden the leash goes limp, but he still
  627. 20:15holds the heel. And then four would be
  628. 20:18give it a heartbeat that it can run on
  629. 20:19its own. Set up that schedule, that
  630. 20:22reoccurring task. So maybe before it did
  631. 20:24it once and you reviewed everything, now
  632. 20:26I might do it every 15 minutes. You
  633. 20:28know, every morning at 9:00 a.m. it did
  634. 20:29it once. Now why are we waiting? Why are
  635. 20:31we waiting till the next day? Why don't
  636. 20:32we have it run all the time? This
  637. 20:34process is scary, but the whole point of
  638. 20:36learning to let go is to buy back our
  639. 20:38time, to have the agent do the work for
  640. 20:40us. And learning to let go is part of
  641. 20:42the process if you trust. So for
  642. 20:45example, when I showed this agent to my
  643. 20:47executive assistant, she thought she was
  644. 20:49out of a job. Instead, it actually freed
  645. 20:51her up to do things that actually
  646. 20:52mattered, not sorting emails and writing
  647. 20:54drafts or telling me what's in there.
  648. 20:56The AI can do that. I'd rather pay her
  649. 20:58to do higher quality work, manage
  650. 21:00higher-level projects. Then we rolled
  651. 21:02out the same system to the whole team. I
  652. 21:04taught everybody how to do this. Now I
  653. 21:05want to say congratulations. We just
  654. 21:08tackled a topic that most people don't
  655. 21:10even want to learn. They're like,
  656. 21:11"That's not for me. I hear about agents.
  657. 21:13I don't get it. I'm confused." But no,
  658. 21:14you didn't. You went all the way till
  659. 21:16the end. And I want you to understand
  660. 21:18that you might feel a little behind in
  661. 21:19this AI world, but here's where I've
  662. 21:21gotten to. I've accepted that I will
  663. 21:23always feel behind and I could never be
  664. 21:25on top of all of it. But you just
  665. 21:26learned a strategy, a shift, a different
  666. 21:29way of doing work that if you can learn
  667. 21:31how to direct the AI, you will co-create
  668. 21:33with it. If you don't, don't be
  669. 21:35surprised if one day you might be
  670. 21:36working for it. Remember the rules of R?
  671. 21:39Repetitive, rules-based, and return on
  672. 21:40time? That's where we want to start
  673. 21:42looking for opportunities to put an
  674. 21:43agent in there instead of you keep doing
  675. 21:45it. And I'm going to give you the pro
  676. 21:46tip of all pro tips. You grab the link
  677. 21:48to this video, you give it to your AI,
  678. 21:51and you tell it to use everything I've
  679. 21:53shared to create the AI for you, and
  680. 21:55watch it cook, cuz it can do it. Now,
  681. 21:58here's what I want to know from you.
  682. 21:59We're going to have some fun. Below in
  683. 22:00the comments, answer this question. If
  684. 22:02an AI agent could manage your inbox and
  685. 22:05buy you back all this time, scheduling
  686. 22:06things on your behalf, what would you
  687. 22:08have more time for? I'm curious. Post a
  688. 22:10comment below and let me know. And if
  689. 22:11you want my whole system, the playbook
  690. 22:13that I use to manage AI in all my
  691. 22:15different businesses, just DM me the
  692. 22:16word AI business on Instagram, and I'll
  693. 22:18send it right over. And if you want to
  694. 22:19know what AI businesses are worth
  695. 22:21starting in 2026, click here, and I'll
  696. 22:23see you on the other side.

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