Dan Martell - These AI Hacks Will Get You Ridiculously Ahead of Most People (Q&A)

00:00:00.040 Most people use AI like a fancy Google search.

00:00:03.400 That's like hiring a private chef

00:00:04.560 and the only thing you ask them to make you

00:00:05.740 is a peanut butter sandwich.

00:00:07.000 I build AI products every single day

00:00:09.080 through my company Martell Ventures

00:00:10.400 and I use AI in everything I do.

00:00:12.880 So today, I'm gonna be answering the most common questions

00:00:15.180 that people have about AI,

00:00:16.760 everything from productivity to growing your business

00:00:18.780 to building your own software.

00:00:20.380 For every single one,

00:00:21.520 I'll walk you through the exact thing

00:00:23.080 I would do to solve it step-by-step

00:00:24.820 and I'll tell you the exact tool I use and why.

00:00:27.380 By the end, you'll be moving so much faster,

00:00:29.560 it's gonna feel like you turn the cheat codes on.

00:00:31.940 Let's start with the first one.

00:00:34.000 All right, what do we got here?

00:00:36.760 How do I give AI all the context I need

00:00:39.280 without having to type so freaking much?

00:00:41.420 I love this one.

00:00:42.560 Here's the principle.

00:00:43.780 I talk three times faster than I type.

00:00:46.740 That's why when I'm using any AI from a chat tool

00:00:50.600 to a coding platform to an AI agent,

00:00:54.360 I am talking and using some kind of tool

00:00:56.900 to transcribe what I'm saying into text

00:00:59.160 that the AI can understand.

00:01:00.940 The tool I like to use is called Whisperflow

00:01:03.120 because it integrates in my phone on the keyboard

00:01:06.040 and it also integrates onto my laptop

00:01:07.680 and it collects all this context

00:01:09.340 that I even feed to my AI brain so it gets smarter.

00:01:12.400 The other thing I do is I flip the script

00:01:15.040 where I ask the AI to ask me questions

00:01:17.620 so the AI will pull from me

00:01:19.360 so that I don't have to guess what it needs to do its job.

00:01:22.280 It's as easy as telling it,

00:01:23.840 ask me questions if you need more context

00:01:25.940 at the end of every prompt.

00:01:27.120 For the AI tool, I use Claude

00:01:29.160 because it has a built-in feature called the Ask User Tool.

00:01:32.100 It'll like break down your question

00:01:33.740 or its context it needs into like two or three steps.

00:01:36.300 And it'll just say, are you asking for this or this?

00:01:38.420 It does multiple choice, checklists, priority lists,

00:01:41.980 even other where you can type a better answer

00:01:44.380 that it didn't even give you as an option.

00:01:46.160 On to the next one.

00:01:49.100 Why does AI keep giving me such generic answers?

00:01:53.680 I gotta explain how AI works.

00:01:55.760 It's essentially trained on everything

00:01:58.780 that's ever been created or ever said

00:02:01.320 or ever captured in the history of mankind.

00:02:03.700 So by default, when it gives you an answer,

00:02:06.220 it's essentially condensing and averaging out

00:02:09.320 the best answer based on everything.

00:02:12.120 That's why most answers from AI is very generic.

00:02:14.800 It just doesn't feel nuanced.

00:02:16.200 So what we wanna do is when we ask it a question,

00:02:19.200 we wanna get very specific in our prompt.

00:02:21.720 So I've broken this down into a framework called maps.

00:02:24.100 We start with M, which is the mission.

00:02:26.400 What is the goal of this prompt?

00:02:28.620 What do you want it to accomplish?

00:02:29.840 It's the thing behind the task.

00:02:31.500 Like I need you to help me get more customers.

00:02:34.180 Then you have the A, which is ask.

00:02:36.320 You want to then ask it for specifically what you need.

00:02:39.460 So I need you to generate me a list of leads

00:02:41.660 that I can call on to get more customers.

00:02:43.860 I need you to build a landing page

00:02:45.700 so that I can capture emails.

00:02:47.480 That's usually the only thing people give the prompt

00:02:50.540 and they're missing the other parts of it.

00:02:52.060 And that's why the answers look very generic.

00:02:53.460 Then we go to P, which is the parameters.

00:02:55.940 This is everything you have in information

00:02:58.460 about your situation that you can give it.

00:03:01.120 If you have past clients,

00:03:02.500 give it the information on those past clients.

00:03:04.340 If you have existing scripts that you've used

00:03:06.300 and these things have worked, give it to it.

00:03:08.600 Did you know you can give it like two to three full books

00:03:11.960 of information for it to use

00:03:14.400 to give you a very specific answer?

00:03:16.940 And most people are giving it a paragraph or two at most.

00:03:20.340 And if you don't have a bunch of documents,

00:03:22.200 preset or the data, this is where you can use your voice tool to actually just talk to it like crazy

00:03:27.860 to give it as much context as you have. Then it's the S, which is stands for shape, but essentially

00:03:32.820 it's the format, the shape of the output. So do you want it as a spreadsheet? You want it as a

00:03:37.540 bulleted list? Do you want it short and concise? Now for tools, there's no specific tool here

00:03:41.760 because this applies to literally every AI. But one of the tips I'll give you, because I use this

00:03:46.420 quite often is using a tool called perplexity where you can actually ask it to answer your

00:03:52.520 questions using different models so you can compare them side by side. It's kind of like

00:03:57.120 having a council of AI models where you ask it the same question to see how they all reply to get you

00:04:03.480 the best answer. So once you give it the maps, those four key components to the prompt, then the

00:04:09.020 output's going to be very specific. Next up, boom, boom. How do I stop having to explain who I am in

00:04:17.180 every new chat? Oh my gosh. Have you ever noticed this when you're talking to AI? It feels like you

00:04:22.000 talk to a stranger every time. How do we stop that? Every new chat technically starts with zero

00:04:27.920 information. Like it doesn't really have a lot of information on your business or your goals or the

00:04:32.800 projects you're working on. What I want to share with you is my philosophy, which is I take five

00:04:36.980 minutes to set this up what I'm about to teach you. And this changes my responses to perfect

00:04:43.320 answers. Like I'm talking to a professional consultant that knows everything about me.

00:04:48.000 I used to teach this thing called the master prompt, which you'd sit there and you'd have

00:04:51.180 to answer all these questions. Now we don't even have to do that anymore. All we do is we give it

00:04:55.200 access to existing tools where the information about you exists. Your email probably has a lot

00:05:00.760 of stuff. Your Google Drive has a whole lot of information. Maybe use Notion, maybe Slack. All

00:05:06.940 of these tools have rich amount of information about who you are, what projects you're working

00:05:12.720 on, who's in your life. Once you have them connected, then you tell it, build the most

00:05:17.480 detailed master prompt of who I am from all this information. And if you have any questions,

00:05:23.700 ask me. Then the next step is it'll build 90% of everything. It may get some information a

00:05:30.280 little wrong because sometimes the AI likes to hallucinate. We just make some edits and we hit

00:05:34.080 save. Now that we've got this document, right? And it could just be in the chat or you can save it as

00:05:39.180 a PDF or a Google drive. Now we want to take it and we want to save it to your settings so that

00:05:44.120 the AI now has all that information on you every time you start a new chat. And every other AI tool

00:05:50.860 you use, you can copy and paste the same master prompt into that tool so it has that same context.

00:05:56.400 So the tool I like to use to connect everything is Claude.

00:05:59.700 Two reasons I use Claude versus all these other AIs

00:06:02.520 is one, it has, as of today, the best memory system,

00:06:06.840 meaning the more I give it, the more it remembers

00:06:09.120 and the better it can use that in its replies.

00:06:11.340 Second reason is it's built by a company called Anthropic.

00:06:14.700 And when I looked at all the different other AIs

00:06:17.180 and I'm asking myself, who do I trust the most? 0.99

00:06:19.800 I trust Anthropic over some of the other ones

00:06:22.500 because some of them are free,

00:06:23.700 but it's not free because you're paying with your data.

00:06:26.320 especially if I'm giving it financial information

00:06:28.260 and internal documents, I need to trust that company.

00:06:31.360 Next question.

00:06:34.680 You can't pull it away from me too quick.

00:06:37.160 All right, how can I use AI to learn things faster?

00:06:39.760 Ooh, that's a good question.

00:06:41.160 This is one of my favorite questions

00:06:42.240 because I would say that's probably the number one use case

00:06:44.800 I use AI for every day.

00:06:46.960 If I buy a course and I gotta follow it in order,

00:06:50.200 it might take me weeks.

00:06:51.220 A book could take me days.

00:06:52.980 For me, it takes me weeks.

00:06:53.840 Even then, I'm not really learning the topics

00:06:56.260 to the problems I have.

00:06:57.860 With AI, I can learn any topic at the fastest speed,

00:07:01.540 like 20 times faster, usually in under 30 minutes.

00:07:04.880 These are the specific prompts that I use to learn faster.

00:07:08.420 First off, I tell AI to go find the best resources

00:07:11.300 on this topic.

00:07:12.420 And I'll use AI to search YouTube videos,

00:07:15.120 find the books, find the courses, find the resources,

00:07:17.820 find the events.

00:07:18.700 Now, the key is you tell it, only recent stuff.

00:07:21.380 Because there's no point in me going to learn about AI

00:07:23.100 from somebody five years ago, that is not relevant today.

00:07:26.140 Second thing is I'll tell it,

00:07:27.420 now build me a learning plan from these

00:07:29.360 and teach them to me.

00:07:30.660 Sometimes I don't need to read the whole book

00:07:32.760 or go through a whole course to learn one specific thing.

00:07:36.140 So AI lets me skip to the most relevant parts.

00:07:38.800 I actually made a whole video about this

00:07:40.960 around self-educating with AI,

00:07:43.060 and I'll link it up at the end

00:07:44.100 so that you can just dive in there

00:07:45.400 if you really wanna take this on TurboDrive.

00:07:47.540 Now, here are the tools that I love.

00:07:49.480 And this is as of today, they may change in the future,

00:07:51.920 but on a daily basis, I'm using a tool called Notebook LM.

00:07:55.600 It's made by Google, it's absolutely free.

00:07:58.320 What is special about it

00:07:59.640 is that you can actually search a topic you wanna learn,

00:08:02.700 it'll find the best resources

00:08:04.260 because Google has three times as much access to information

00:08:07.100 to PDFs, to websites, to YouTube,

00:08:10.280 the number one teacher in the world.

00:08:12.040 And then it'll create a special AI

00:08:13.880 where I can chat with it about the topic

00:08:15.580 and then even special formats and outputs,

00:08:18.480 things like a podcast where I can listen to it.

00:08:21.040 I can even call in and ask questions to this AI voice.

00:08:23.840 It'll create presentations.

00:08:25.500 It'll even create a video overview

00:08:27.980 of the topic that I just searched for.

00:08:30.160 And even if you wanna test yourself on a topic like AI,

00:08:33.560 it'll make a quiz like flashcards and stuff

00:08:35.960 so you can see how well you actually know a topic.

00:08:38.000 I'm not making this stuff up.

00:08:39.600 Try it out for yourself.

00:08:40.720 Notebook alarm, it's crazy.

00:08:43.280 And that's how I use AI to learn.

00:08:44.660 Let's go to the next one.

00:08:47.760 Question, I wanna use AI

00:08:49.760 to help me create five-year goals,

00:08:52.040 but I don't know where to start.

00:08:53.440 Hmm, this is a good one.

00:08:55.000 We can't hit a target we can't see.

00:08:57.800 Most people have goals that are very vague.

00:09:00.600 I wanna make more money, I wanna get healthier,

00:09:03.080 I wanna grow a family.

00:09:04.220 All these things lack specificity.

00:09:07.200 AI is really good at taking things that are very vague

00:09:09.820 and turning them to very tactical outputs

00:09:12.340 that you can actually learn from.

00:09:14.000 Here's how I do it.

00:09:14.740 First off, I ask it to help me define five-year goals

00:09:18.440 and to be very specific, what are called SMART goals,

00:09:21.460 specific, measurable, attainable, realistic, and timely.

00:09:24.100 So you can even use that acronym when you're asking it

00:09:26.360 and it'll give you the output that maps to that.

00:09:29.060 Second, answer its questions out loud

00:09:31.540 using any tool that can record your voice

00:09:33.660 because it's a lot faster than typing.

00:09:35.220 So I use WhisperFlow.

00:09:36.500 Then next, we need to make it visual

00:09:38.440 because our brains think in pictures, not words.

00:09:41.960 So here's the prompt to do that.

00:09:43.540 Ask it to describe your life in the way it looks

00:09:46.820 when you hit that goal.

00:09:48.280 Tell it, tell me about the sights,

00:09:50.000 the sounds, the details, the feelings,

00:09:51.880 and then turn that into a hyper-realistic image,

00:09:55.480 also known as a vision board.

00:09:57.640 Here's a pro tip.

00:09:58.560 Ask it to take that image and redo it

00:10:00.920 into a nine by 16 aspect ratio,

00:10:03.260 essentially a vertical image,

00:10:04.540 because that's the size of the wallpaper on your phone.

00:10:07.200 And then you're looking at your goals five years from now,

00:10:10.340 a hundred times a day.

00:10:11.580 I personally have always had a vision board for my goals

00:10:14.600 and I always update it and I'm using AI more and more

00:10:17.100 to help me make it crystal clear what it looks like.

00:10:19.660 Now, the best tools for this,

00:10:21.140 I've been using ChatGPT Image 2.

00:10:23.540 That's new.

00:10:24.360 As of right now, that's my favorite one

00:10:26.380 because it's also free if you use ChatGPT.

00:10:28.720 You can also use Nano Banana from Google.

00:10:31.220 That's used inside the Gemini AI platform.

00:10:33.680 So you can use that.

00:10:34.980 But those two, as of today,

00:10:36.420 are the best for creating images

00:10:37.960 based on the prompts I just gave you.

00:10:39.640 All right, next one.

00:10:40.560 How can I use AI to help me stick to my goals?

00:10:48.380 I believe that willpower breaks, systems don't.

00:10:52.160 What we need to do is ask ourselves,

00:10:53.700 what are the systems we can put in our place

00:10:55.660 to make our goals inevitable?

00:10:57.540 And one of the big ideas is that we need to see the progress

00:11:01.440 so that we can feel the momentum,

00:11:03.380 so we can get excited about the potential

00:11:05.500 of hitting our goals.

00:11:06.240 This is where AI can really give you an advantage

00:11:09.260 if you know how to use it.

00:11:10.560 first thing we have to do is we have to give the AI our goals. Once it knows what we want to achieve,

00:11:16.100 step two is to have it build a written plan. Ask it to break it down into the specific timelines

00:11:22.620 that you would need to follow and the things you'd have to do to achieve those goals. Then we're

00:11:27.960 going to do something a little geeky. We're going to ask the AI to create us a daily dashboard of

00:11:32.540 here's the goal. I want to weigh this or I want to make this much money. It'll give us the activities,

00:11:36.960 the tasks we have to do on a daily basis,

00:11:39.140 and we're gonna enter in the number of the things

00:11:41.880 we have to do on a daily basis

00:11:43.100 that would high probability lead to that outcome.

00:11:46.780 And if you wanna make it visual,

00:11:48.280 you could set whatever the goal is,

00:11:50.100 it'll calculate where you're at

00:11:51.620 based on how much time's left.

00:11:52.880 And I like to do, if I'm below 10%, I'm red, I'm not on track.

00:11:56.980 If I'm within 10% of the activity it needs to see me do,

00:12:00.080 I'm yellow, and if I'm on track, it's green.

00:12:02.700 If you want a pro tip,

00:12:04.100 we can ask it to turn it into a mobile app on your phone.

00:12:07.740 Now this is advanced.

00:12:08.740 You're gonna have to learn how to build it,

00:12:10.200 but you can tell it to do that.

00:12:11.980 And it can either build a webpage you save to your phone

00:12:14.160 and you can ask it how to install that

00:12:15.900 or you can actually build a real mobile app.

00:12:19.180 So the specific AI tools that I use today,

00:12:21.660 I like to use Codex.

00:12:23.200 Codex is something I still have a login for.

00:12:25.320 It's built by ChatGPT.

00:12:26.900 It's really good at coding.

00:12:28.780 It's really good at visuals.

00:12:29.920 It's really good at like math.

00:12:31.180 and this kind of like break things down into activities is really good for it.

00:12:35.560 If the information's ugly and confusing, nobody's going to do it every day.

00:12:39.120 But if you make it pretty and gamified and make it really visually appealing,

00:12:42.940 you'll be in there every day.

00:12:44.260 Next up.

00:12:47.540 Can AI plan my calendar around my goals?

00:12:50.520 Ooh, that's a good one.

00:12:52.180 I don't believe our goals are things that we want.

00:12:55.600 Our goals are the byproduct of where we spend our time.

00:12:58.200 And a great way to track what I honestly do with my time

00:13:02.000 is to use my calendar.

00:13:03.200 That's why for me, everything in my life is in my calendar

00:13:06.700 because then I can use it to audit what I've been up to.

00:13:10.520 So if my goals don't materialize,

00:13:12.160 then I can ask myself what needs to change in my calendar

00:13:14.860 to make sure the goals happen.

00:13:16.820 Most founders probably have about 10 hours a week

00:13:19.220 in their calendar for things

00:13:21.320 that they really don't need to be doing,

00:13:22.960 that they need to move around

00:13:23.960 so that they can move their life forward.

00:13:25.660 Here's my recommendation.

00:13:27.180 First off, connect your calendar to your AI.

00:13:30.300 It is so cool to watch it analyze everything you've been up to.

00:13:34.480 Second, give it your goals for this quarter.

00:13:37.480 Then we have to tell it, using my goals,

00:13:40.740 look at my calendar like you're a ruthless mentor,

00:13:43.780 don't worry to hurt my feelings,

00:13:45.260 and also argue with me where I need to restructure my time

00:13:48.480 and tell me why, but what's best for my goals,

00:13:51.940 not what I want right now.

00:13:53.500 Now, the key is it does need the data in your calendar

00:13:55.600 and it needs to know what your goals are.

00:13:56.980 So those are things you might have to get

00:13:58.480 before you can run this prompt.

00:13:59.920 In pro tip, I wrote a whole book on this,

00:14:01.900 a Wall Street Journal bestselling book

00:14:02.920 called Buy Back Your Time.

00:14:04.580 Just have it, study that book

00:14:06.380 and do what I teach in the book

00:14:08.320 because there's some other things that I can't go over

00:14:10.120 that you'll want to use and it knows.

00:14:12.060 So just ask it.

00:14:12.960 These are the AI tools that I use to make this happen.

00:14:15.320 I'm a big fan of Claude because of the connector tool.

00:14:17.940 So I ask it to connect to my calendar.

00:14:19.820 It also has a really good memory system.

00:14:21.740 So it knows my goals

00:14:22.700 because I've already given it to it

00:14:24.000 through my master prompt strategy.

00:14:25.600 And it doesn't just look at my schedule.

00:14:27.900 It tells me what's wrong with it.

00:14:29.480 And that's what I love the most about it

00:14:30.780 is it'll say like, hey, you're spending a lot of time here,

00:14:33.000 but you have this goal

00:14:34.200 and you have this person on your team.

00:14:35.640 Maybe you should ask them to take over this meeting

00:14:38.040 so that you can go and add this

00:14:39.500 to make sure that this is getting done.

00:14:41.040 And look, if you're a business owner

00:14:42.340 and you're like, how do I get my team to learn this?

00:14:44.940 I actually put together a full playbook

00:14:46.840 on how I integrate AI into every department

00:14:49.240 within my company.

00:14:50.220 And if you go to Instagram and follow me

00:14:52.080 and then DM me the word AI business,

00:14:53.960 I'll send it over to you for free.

00:14:55.600 on to the next one. Pow. How do I get AI to write emails that actually sound like me? Hmm.

00:15:03.240 When you're using AI for your emails, they know, you know, and it's these em dashes and all this

00:15:08.800 stuff. Look, we're going to fix that right now. First thing you have to do is connect your email,

00:15:13.180 maybe Gmail or Outlook to your AI tool. Second, ask it to go through your emails, analyze it,

00:15:20.180 and write a document to teach other AIs

00:15:23.840 to write emails just like you.

00:15:25.740 You might write completely different to your boss

00:15:27.900 than you do to your friends.

00:15:29.320 It can actually understand the difference,

00:15:31.400 then have it create this document, right?

00:15:34.440 Essentially a tone document or a skill.

00:15:36.760 It'll know how to create this guide and write it for you.

00:15:39.440 Now, here's how we do it.

00:15:40.480 I use Cloud AI because the latest model is really good.

00:15:43.660 And then because I use it for connecting my Gmail,

00:15:46.300 I just have it go through my Gmail

00:15:47.600 and update that document every time I need it.

00:15:50.180 And like I said before, my email has a lot of sense of data,

00:15:53.140 so I'd rather use Anthropic, who built Claude, than other AI tools.

00:15:56.660 And also, Claude, for the longest time, has been the best copywriter out there.

00:16:00.860 All right, next one.

00:16:02.260 What do we got?

00:16:03.440 How do I get AI to do my repetitive tasks automatically

00:16:06.100 without me having to ask me every day and tell me how sexy I am?

00:16:09.480 Hmm, what an interesting question.

00:16:10.920 I got you.

00:16:11.600 The repetitive task is actually where AI shines.

00:16:14.780 So here's my rule.

00:16:16.060 The moment you catch yourself doing something twice, stop.

00:16:19.380 It's called dry.

00:16:21.080 Don't repeat yourself.

00:16:23.020 It's a programming thing.

00:16:24.000 My background is software.

00:16:24.960 It's what I do.

00:16:25.740 If you've done it twice, you can set up with automation

00:16:27.980 and then you'll never have to do it ever again.

00:16:30.400 Here's what we need to do.

00:16:31.340 We gotta take the thing that we do repeatedly.

00:16:33.460 Like if it's a one-off and you gotta do it like once,

00:16:35.940 who cares?

00:16:36.540 But if you're doing it every week, every day,

00:16:38.920 huge opportunity for using AI.

00:16:40.900 Second, I like to record myself doing the thing

00:16:44.220 and talking out loud while I'm doing it.

00:16:46.120 Third, do it once, narrate it as you.

00:16:50.060 Fourth, then ask the AI to turn that recording into a skill.

00:16:54.500 This is an AI specific thing.

00:16:56.020 It's called an AI skill.

00:16:57.280 And now you set it up to do it on a schedule.

00:17:00.060 Now, tools.

00:17:01.560 Within ChatGPT work, it's got this new feature

00:17:04.180 called record and replay.

00:17:05.500 Just click the plus icon and just tell it,

00:17:07.800 I'm gonna record this thing

00:17:08.940 and my goal is to automate this.

00:17:10.500 And then it'll take your screen over.

00:17:12.460 It'll start recording everything you do.

00:17:13.980 And then it'll create a skill.

00:17:16.120 See, other tools are cool.

00:17:17.620 I use Claude and many of the other ones,

00:17:19.240 but they take over your whole screen.

00:17:20.820 While it's doing the task,

00:17:22.060 you gotta sit there and wait for your computer to finish.

00:17:24.060 And you're stuck watching all the work.

00:17:25.500 With ChadGBT, they built this to capture

00:17:27.820 and then do it behind the scenes and save it as a skill

00:17:30.300 so you can set it and forget it.

00:17:32.740 All right, next one.

00:17:33.860 Boom.

00:17:35.420 How do I organize all my notes and ideas

00:17:37.360 when they're all over the place?

00:17:38.840 Ooh, that's a good one.

00:17:39.900 In the past, if I had this mess,

00:17:42.080 I would have to start sitting there

00:17:43.520 and try to figure out like how to grab stuff

00:17:45.140 from my Google Drive, from migrating over to Notion,

00:17:47.560 or maybe I have things in Vimeo,

00:17:49.040 like videos that I've created,

00:17:50.300 but I wanna move them over to Dropbox.

00:17:51.860 And that would have taken a lot of time.

00:17:53.820 Now with AI, we can get it to do it automagically.

00:17:57.020 So here's the tools and the steps

00:17:59.060 that I use to make it really easy.

00:18:00.980 First off, we gotta pick one place

00:18:03.140 where we wanna put all this disorganized stuff into.

00:18:06.580 For a lot of people, they'll call this like a home database

00:18:09.280 or a home structure.

00:18:10.600 That becomes the brain behind all these other systems

00:18:13.860 where the AI can now learn from.

00:18:16.240 Second thing is, is now when I use the other AI tools,

00:18:19.680 I point to that one place.

00:18:21.880 And the third, and this is a pro move,

00:18:23.960 if you have an AI agent and I use apex.host

00:18:27.220 or you can use Hermes or OpenClaw

00:18:29.820 or all these different agent platforms,

00:18:31.320 you can ask it not only to add stuff to it,

00:18:33.620 but to organize it and clean it up.

00:18:35.660 Every night I have processes that run,

00:18:37.740 my agent runs to delete files that don't need to happen,

00:18:40.300 to connect things that should be connected,

00:18:41.580 to save things in places

00:18:43.000 so that they're available to other agents.

00:18:45.100 For the tools for saving all this information

00:18:47.520 in different places,

00:18:48.620 the one I use for my personal is Obsidian.

00:18:50.840 The other one to use is Notion.

00:18:52.380 So my team uses Notion for all of our corporate stuff,

00:18:55.940 but then I take that plus everything else

00:18:58.780 and I save it into Obsidian.

00:19:00.740 Obsidian sits on my agent machine

00:19:03.080 where he has access to my decisions,

00:19:05.280 to my knowledge, to my relationships,

00:19:07.220 podcast interviews, my conversations with my team,

00:19:09.780 my strategic documents, everything.

00:19:11.580 is there. That way, when I talk to it, my AI, it can give me very specific answers. If you're a

00:19:17.800 little bit more nerdy, I'd recommend Obsidian. But if you're just starting off, you can go use

00:19:21.880 Notion. It's really easy to get going. Bam. How do I use AI to keep track of my business finances?

00:19:30.240 Financials is tricky. Why? Information isn't structured properly. Most accounting software

00:19:36.200 doesn't really have a strong AI tool.

00:19:38.780 Most entrepreneurs don't like to track everything

00:19:41.660 and give it to the AI or give it to the tool in general. 0.96

00:19:44.660 So garbage in, garbage out.

00:19:46.440 But I found some really simple tools

00:19:48.360 and a very simple structure

00:19:49.520 to help you use AI with your financials.

00:19:51.800 And the truth is, if you do this right,

00:19:53.540 you should be able to ask it anything about your money,

00:19:56.040 personal and professional, and get an answer on the spot.

00:19:59.360 The first thing is you need to have an AI tool

00:20:01.480 where you can connect all your financials.

00:20:02.920 I'm talking your bank statements, payment systems,

00:20:05.300 all of the stuff that you use for your financial

00:20:08.020 should connect to the AI tool.

00:20:09.720 Then once I have it all connected,

00:20:11.100 then I can ask it questions.

00:20:12.240 Do I have enough cash to make this higher?

00:20:14.700 Or what is my current burn rate?

00:20:16.900 Or how many months of inventory do I have?

00:20:19.340 Because it should have access to all that.

00:20:21.320 Third, I wanna see things in a graph format,

00:20:24.540 spreadsheets, visuals of how things are going in my business.

00:20:27.800 AI has the power to do that.

00:20:29.620 So now the tools I use, and you can build this on your own

00:20:32.660 and it might take you months.

00:20:33.840 it's a lot easier to use something somebody else built.

00:20:36.400 I like to use a tool called hellofrank.ai.

00:20:38.700 Full transparency, this is one of my venture companies,

00:20:41.400 but we built it internally and then brought it publicly

00:20:44.000 because all my friends that saw how we use the AI

00:20:46.800 wanted access to it.

00:20:48.160 It'll essentially act like a full-time CFO

00:20:50.220 that I don't have to spend 10, 15 grand a month on.

00:20:52.840 Completely secure, completely safe, it's certified,

00:20:56.100 and it connects straight to your bank accounts.

00:20:57.860 My favorite feature is the daily cash email.

00:21:00.440 Essentially, it takes all the businesses I'm involved in,

00:21:03.260 pulls the cash position of everyone. And it tells me how the money is moving within those companies

00:21:09.040 and what I should focus on. In business, speed is the thing. I want to be able to ask it questions

00:21:13.900 and have it answer in seconds. So that's the tool I use. If you want to try it, the link is in the

00:21:18.580 description. All right, next one. I save a ton of AI tutorials on Instagram, but never implement

00:21:28.240 them. What should I do? Oh, are you plagued with shelf help? Were you just collecting? Someday maybe

00:21:34.600 you would learn them. I'm the same way. I like to save everything on TikTok, on Instagram. I have

00:21:39.120 real saved everywhere thinking someday I'll get a chance to review it. And I don't, but it feels

00:21:43.600 really productive. And honestly, it's just organized procrastination. Here's how I use AI

00:21:48.080 to solve this problem. First, next time you see one, just grab the link. Second, take that link,

00:21:53.960 paste it into an AI and ask it, is this useful for me?

00:21:58.480 It knows your goals.

00:21:59.840 It knows what you're up to.

00:22:00.960 It knows your calendar.

00:22:01.940 It knows what systems you've built so far.

00:22:03.980 Just ask it.

00:22:04.840 If so, apply it wherever you see necessary.

00:22:07.480 And the third thing, and this is a pro move,

00:22:09.080 is you can automate this whole process

00:22:10.920 based on like asking it if it's useful

00:22:12.940 and if it is to implement it

00:22:14.240 and just call it like Instagram ingestion.

00:22:16.440 And then that skill within your AI tool

00:22:18.660 will run that every time it sees an Instagram link

00:22:21.220 or a TikTok link.

00:22:22.200 So you don't have to re-explain yourself every time.

00:22:24.380 Now, my favorite tool for doing this

00:22:26.860 is my own platform called apex.host.

00:22:29.440 It's my AI agent.

00:22:30.920 And the reason why I use Apex

00:22:32.000 because I want my Apex system called Kai

00:22:34.580 to know everything going on in my life.

00:22:36.680 So that's where I give it the links,

00:22:38.160 even though I might then go use a different system

00:22:40.420 to implement.

00:22:41.340 He's like my genius sidekick

00:22:42.940 that knows everything about my life.

00:22:44.540 Next one. 0.84

00:22:49.060 What's the best AI assistant out there?

00:22:51.600 Ooh, that's a good one.

00:22:53.160 As the guy who wrote the book

00:22:54.380 on training and assistant, buy back your time,

00:22:56.680 the AI version is way funner.

00:22:58.760 They don't sleep, they don't take vacations,

00:23:00.620 they don't complain, you don't have to swap them out.

00:23:02.760 So everybody wants to build this AI assistant these days,

00:23:05.440 so I'm gonna teach you exactly how to do that.

00:23:07.180 First off, you have to get all of the APIs,

00:23:09.740 so all the different systems,

00:23:11.180 and you gotta connect them to your AI.

00:23:13.040 Then we have to set up an AI harness,

00:23:15.740 an agent to keep them all running

00:23:17.980 so that it can monitor my calendar,

00:23:20.540 monitor my email, look at what people are sending me on Slack

00:23:23.560 and truly be an assistant.

00:23:25.100 Then we have to create an identity.

00:23:26.980 Essentially our AI agent, our assistant needs an identity

00:23:30.140 that tells it how it should behave,

00:23:31.840 the rules it should use, security parameters

00:23:34.340 so that we don't lose our information.

00:23:36.180 Now, this all sounds a little overwhelming for you.

00:23:38.720 This is the exact reason why I built with my team

00:23:41.980 two separate tools to get this out of the box for them

00:23:45.380 without having to configure and manage all the security

00:23:47.700 and the complexity of doing it themselves.

00:23:49.700 The first one, if you're a CEO and you're leading a big team

00:23:53.220 and your problem is clarity, you want visibility,

00:23:55.900 you want information, you want to understand

00:23:57.360 how everything works and you want it to help you,

00:24:00.200 what I call single player mode, that's apex.host.

00:24:03.660 That is like my chi and my chi knows everything.

00:24:07.820 I might ask it about my marketing campaigns.

00:24:09.980 I might ask it about my calendar, personal tasks,

00:24:12.660 my goals, my projects.

00:24:13.980 I might ask it to go investigate things.

00:24:16.100 I even have it call team members to get updates on projects.

00:24:18.540 It is an AI-powered chief of staff,

00:24:21.480 an AI assistant, and it is wildly powerful.

00:24:24.480 Now, if you need a power-up for your team,

00:24:27.580 I call this multiplayer mode,

00:24:29.160 that's where you wanna look into a tool like Precision.

00:24:31.380 Precision is an AI-powered tool for your team

00:24:34.460 that has full access to all the company data.

00:24:37.380 It integrates it, it correlates it, it cleans it up.

00:24:40.080 It creates what's called a source of truth

00:24:42.220 on top of your data.

00:24:43.480 It allows them to create dashboards, scoreboards,

00:24:45.960 execute tasks, integrate it into Slack.

00:24:48.140 it is powerful. Full transparency on both, these are my companies, but I use both every single day.

00:24:54.800 Precision to run my companies, Apex for me. All right, next one.

00:25:02.440 I get error messages all the time when writing code and have no idea what they mean. How do I

00:25:07.240 fix them? The big idea is we have to show the problem to the AI. If the AI knows what the

00:25:12.840 problem is, it can actually solve it. Here's what we do. First, we have to show the AI what the

00:25:18.600 problem is. Sometimes you're writing an app and there's an error, but you don't know what it is.

00:25:22.180 So sometimes I'll ask the code to create an error log that's visible when I'm developing. So I can

00:25:27.400 screenshot exactly what the error is. You can just say to your code, create an error window that I

00:25:32.840 can screenshot to tell you what I'm seeing when it's broken. Second thing is we have to give it

00:25:37.140 to the AI. So all you do is take a screenshot of the error message and you feed it back to the AI

00:25:42.300 and say, fix it.

00:25:44.100 The tools I like to use is on most computers,

00:25:46.240 you can hit the key combo to take a screenshot

00:25:48.040 and then I just drag that image in.

00:25:49.940 For code lately, I've been using a lot of Cloud Code

00:25:52.080 and that's one I probably use most of the time.

00:25:54.180 And look, I'm a bit of a geek.

00:25:55.720 So sometimes if Cloud isn't doing what I need it to do,

00:25:58.500 I'll screenshot the whole project

00:26:00.240 and then I'll go to GrokBuild or Codex,

00:26:03.060 which is ChatGPTs,

00:26:04.160 and ask it to see if it can come up

00:26:06.020 with better answers to fix problems.

00:26:07.720 That way, I've got two different AI models

00:26:09.880 trying to fix each other to get the best outcome.

00:26:12.300 So that was a lot, but if you're here,

00:26:14.420 that means you're committed to learning.

00:26:16.360 Tools will change.

00:26:17.320 Trust me, you come back in 90 days,

00:26:19.060 I might have a different list for you,

00:26:20.600 but that is what I'm using today.

00:26:22.600 But the truth is the principles will never change.

00:26:25.360 Most people just watch and do nothing with it.

00:26:27.740 I guarantee you're here

00:26:29.080 because you actually wanna get better at it.

00:26:30.920 So all I'm gonna ask you

00:26:31.880 is to pick one of these tools that I mentioned,

00:26:35.080 one of these paths to improve your life using AI

00:26:37.700 and implement it today.

00:26:39.480 And to get a level of commitment from you,

00:26:41.180 I need you to write a comment and let me know

00:26:43.420 what are you gonna use AI to solve for you today?

00:26:46.520 And if you're a business owner

00:26:47.340 and you want my full playbook

00:26:48.900 on how to put AI into every corner of your business,

00:26:51.920 just go find me on Instagram,

00:26:53.620 follow and send me the words AI business

00:26:55.800 and I'll send it right over.

00:26:57.560 Now, remember that video I was talking about

00:26:59.280 that mentioned how to learn anything even faster with AI?

00:27:02.260 Well, it's right here.

00:27:03.120 So just click it and I'll see you on the other side.

Dan Martell - August 19, 2026

These AI Hacks Will Get You Ridiculously Ahead of Most People (Q&A)

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