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Dan Martell
- July 15, 2026
You’re Not Behind (Yet): How to Build Your First AI Agent (Full Guide)
Episode Stats
Length
22 minutes
Words per minute
232.82
Word count
5,215
Sentence count
128
Summary
Summaries generated with
gmurro/bart-large-finetuned-filtered-spotify-podcast-summ
.
Transcript
Transcript generated with
Whisper
(
turbo
).
00:00:00.080
I just read a study that by 2030,
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AI is going to create 170 million new jobs,
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but they won't be jobs where you just sit there
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and chat with AI.
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There'll be jobs where you build AI agents.
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And I get it, the AI space is moving crazy fast.
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I mean, what even is an AI agent?
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Not too long ago, I was right there with you.
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But after going deep myself and building dozens of agents,
00:00:21.880
I found out it's actually way easier to build
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and manage these agents than it looks.
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So much so that my whole team and I have hundreds
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with AI agents doing 92% of all the work across my companies.
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So today, we're gonna go through every step
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on how you can build your first AI agent,
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starting with AI chatbot versus AI agent.
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A chat is like a meeting.
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An agent is like an employee.
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Chat is you ask it a question and then you get an answer.
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And a lot of people just copy and paste things
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and do something with it.
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With an agent, you actually tell it what you want to do
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and it runs the full workflow.
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Think of it like these are the body parts.
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I call it data.
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So one is D, it can diagnose.
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It can actually figure out what the problem is
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and solve it on your behalf.
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Kind of like hiring a consultant.
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Next is A, it can assemble.
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It can build a plan.
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It can design tools.
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In that way, I think of it like an architect.
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It knows all the different pieces
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that it can pull together to get something done.
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Next, we have T, it can take action.
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And that way, I think about it
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like somebody that executes tasks.
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And finally, A, it can assess.
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It can check its own work,
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see where the opportunities are,
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and then make sure that it landed on the right answer.
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And if not, it can review itself and make itself better.
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This whole thing is called a loop.
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And without a loop, an agent would just do the job
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and then stop, that's called an automation.
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But with an agent, it keeps learning,
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it keeps getting better, it kind of acts like a person.
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With chat, it pulls on us, it's ask us,
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what do you want me to do?
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We prompt it and then we wait.
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With an agent, it pushes on us.
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It's doing things and changing things all the time
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and it's checking in to make sure
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that it did it the right way.
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so you might be able to buy back your time with chat but you'll actually learn to let go of whole
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areas with an agent but how do we even know if it's worth giving something to an agent instead
00:02:04.660
of just doing ourselves for that i use the rule of r the first one is repetitive is this a task
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that i'm going to do every week two is rules base does it take the same input and generate the same
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output every time the third is does it generate a return on my time for the amount of time it takes
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me to build this thing i'll show you how will i actually get my time back if the task takes two
00:02:24.660
minutes but it would take me two weeks to build this agent how about i just keep doing the two
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minute task but if you think about it and the task is only done once in a while doesn't follow
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a clear process or get to a specific outcome and doesn't save you more time to automate it than
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just doing it manually then stick with what you got use the chat so now that we know the difference
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between chat and agents how do we build one to make an agent it's super easy and i even turned
00:02:47.860
it into an acronym called agent and the first step is a which means aim for a specific outcome
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when i'm sitting down and i'm like i want to build an agent for this i have to first ask myself what
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is the specific goal start with the outcome the agent is going to give you it's like if i'm
00:03:04.980
climbing a mountain taking a step is the task getting to the top is the outcome i want to define
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the outcome and be really crystal clear because the cool part with ai and agents is that the ai
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can actually figure its way there this is why creating ai agents is hard for people because
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they want to control every step but the truth is it may know how to get there way better than
00:03:23.940
you can figure it out think about it like when you hire a person you say here's your job when
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they applied for the job they had these specific outcomes that they would need to accomplish like
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grow the business or get more customers or sell and get people to buy from you those are the
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outcomes you don't start by telling them how to do the job you tell them what you're gonna need
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from them that's the outcome aim the agent at the outcome you're looking for so like how do we make
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sure we're being clear to the agent about what kind of outcome we want to achieve the first is
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we got to give it the why before the how tell it why you're trying to achieve the goal so that it
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can make some smart decision on its own to make this really easy for you i'm gonna use an example
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we're gonna build together an agent to manage your inbox as an outcome i would prompt it and say i
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need to spend less time managing my email inbox see how i'm not telling how to do it yet i'm just
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saying this is the outcome the second is we have to write what's called a dod or a definition of
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done it's giving them the instructions to know if they achieve the thing we want to be specific we
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want it measurable ideally you have it in one sentence so for example building our agent for
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our inbox we would not say handle my emails instead we would say done means every morning
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at 9 a.m the inbox is empty replies are drafted in my voice and anything that needs me is flagged
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to the top and nothing important slips if you can't picture it done the agent can't hit it it's
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like a target they can't see and finally we got to start with the end and it's called reverse
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prompting but we want to tell it the results that you want then we tell it to ask you the question
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it needs to get full clarity this is the advancement this is what nobody out there is
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teaching you then we let the ai do its thing because it's better than us and a lot of stuff
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and it builds the plan itself and the truth is if we can't state the outcome in one sentence we're
00:05:05.300
not ready to build if you can talk the task like explain to somebody else then the ai can do the
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task and the cool part is you knowing this already puts you ahead of most people using ai today even
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folks you're like oh this person's so smart they don't know this stuff and we're just getting
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started so we've got the agent it has its reason we have a clear target and now it has clarity and
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now the next step is g give it an identity truthfully out of the box ai knows a little bit
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about everything but it doesn't know anything specifically well so an identity allows us to
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focus its power in the right expertise so when we build the identity instead of it knowing a
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little bit about everything it gets really sharp about that one thing that you've hired slash built
00:05:47.700
it to do and the best part is that the tighter we define who it is the better it works the better
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the outcome is the better the agent is an agent i remember reading a report where they built a
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bunch of ai agents to do customer support for an airline and then they removed all the rule books
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its identity from the agent and it dropped from 33 success rate down to 11 so we're talking same
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model same task same request and it got three times stupider because it forgot who it was think
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of your agent as a genius and he's sitting at a desk and he's wearing a blue shirt and he's got
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great hair this genius has infinite potential but until you tell them the job they just sit there
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doing nothing because they don't know what they're supposed to do so what we need to do
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is tell it what his job description is and set some rules for how to do the work so this is how
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we create the agent's job description using three plain english files the first one is the soul
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file right it's the agent's personality i have a lot of fun when i create my agents i tell it
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what kind of quirks i want what kind of values does it have how does it talk it's essentially
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defining how it behaves the second file is the identity file that's its dna that's its name
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that's a description of its role for example one of my primary agents his name is kai i just worked
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with him for two weeks and we built a bunch of stuff and i said hey man it's time for you to
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give yourself a name because i feel weird not knowing who you are and he's like oh how about
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this and here's why and he gave me all the reasons and i said cool update your identity file so now
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he knows who he is to the world the third is the user file and this is the context your agent needs
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to know with you it knows who it's going to be interacting with so it can adjust its loops to
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get better for you so for example in this file you might have your goals your role how you like
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things done but essentially it defines who we are the sole file is how it behaves the identity file
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is who it is and then the user file is who we are now here's a pro tip don't write these files
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yourself no no no let's tell ai to write it as we build the inbox agent here's the prompt that
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you use to generate them i want to build an ai agent that runs my inbox your aim from the previous
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step we insert that there create its three identity files a sole file an identity file
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and a user file and ask me any question you need to fill these in accurately then write all three
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notice we did the reverse prompting where we asked it to ask us questions so now it'll go do
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the research and then it'll hand back a template that is 99 awesome and complete for example here's
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Here's what our inbox agent identity files
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might look like after the AI interviews you.
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Soul file, how it behaves.
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Writes in my voice, concise, direct, zero corporate fluff.
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Calm and reassuring, never pushy or salesy.
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And avoids phrases like,
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I hope this email finds you well.
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Of course it found you well.
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When it's unsure, it flags instead of guessing.
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Identity file, who it is.
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It has its name, Amelia.
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E-mail-ing-ya.
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See what it did there?
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Isn't it cool?
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It's got personality.
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The role, personal inbox manager.
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The job, you read, you sort,
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you draft replies to every new email.
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Lane, this is the parameters.
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Inbox only, never touch my calendar.
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Don't you touch my money or anything outside my email.
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Now we got the user file, who it works for.
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I'm a founder who gets around 100 emails a day.
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We prioritize people, my team, my current clients,
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my VIP list.
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I have multiple AI companies, a media company,
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it might list them all.
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With these three files,
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our inbox agent knows how to behave,
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who it is, and who it's working for.
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And look, building one agent changes how we work.
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But if you're a CEO or founder,
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the real unlock is a whole team of them.
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That's why I put together my full AI company OS playbook.
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It's the best way to plug AI agents
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into every single department in your business.
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If you want it, just DM me the word AI business on Instagram
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and I'll send it right over.
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So now our agent knows the job it needs to do,
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but we haven't given it the necessary tools
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to do the job with.
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This is where we gotta go to E, which is equip it.
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Like any human team, an agent is gonna need some context.
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It's gonna need some tools.
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It's gonna need some logins to systems
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so it can actually do its work.
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When we give our agent the context, the history,
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the data, the tools,
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that's actually when it gets to do the real work.
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And in all agent design, the context is the moat
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because garbage context in, garbage context out.
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Think of this whole desk
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as what's called the context window.
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I am the AI, the LLM, and I'm the genius,
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and I'm sitting at the desk.
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Over here, I've got my playbooks.
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These are the processes and procedures
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on how to do my work.
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On top of it, I've placed my identity files,
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the things we just created so that I understand
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how I'm supposed to behave and who I'm working for.
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This is like my constitution.
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And then over here, I've got the tools.
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These are the laptops, the monitor, the mouse,
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anything I need to use to connect to other systems.
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And above that, I've got my loops.
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These are the schedules, the heartbeat
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that I talked about earlier so that I know
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when I'm supposed to get things done by.
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It's like the calendar.
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it's my schedule and then under the desk is where i have my filing cabinets this is my memory this
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is where things that can't fit on my desk sit so that it's available but i'm not creating clutter
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on my desk if you've ever heard a context rot that's when you just load the desk with a bunch
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of files and it becomes complicated and i can't find things quickly and all of a sudden i'm
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answering questions but i'm not clear about it because i'm not certain about it whereas a clear
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context window is when everything on the desk is neatly put away so that i can refer to it so that's
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why we have to equip our agent with the right context so now that we're here how do we equip
00:11:11.660
the genius agent with all the right context and the tools first off we have to capture our processes
00:11:17.100
so we can let it know how to do the work for this i've got two ways the first way which i've been
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teaching forever not the best way is the camcorder method you do the work you record yourself using
00:11:26.780
zoom video or any kind of recording software and then you can give that to an ai to turn it into
00:11:31.820
a playbook and then you feed that to the agent as like a procedure think about our inbox it's like
00:11:36.460
do you have a documented process for how to label your emails and triage your emails and write
00:11:41.020
replies on your behalf just make sure that when you're recording yourself you're talking through
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the task so that when the ai takes that to create the playbook it has all the details the better
00:11:49.100
way and this is my recommendation is to reverse engineer it from the source if i'm building an
00:11:54.300
agent to manage my inbox i can actually connect using the connector tool to my email in my case
00:11:59.900
gmail and ask the ai to reverse engineer and create a playbook based on historical emails
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see you've already been in your inbox replying and doing stuff the ai can actually use that to
00:12:10.860
train itself and that is actually the way i build most of my agents if i have the source information
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i just ask it to learn how i've done it in the past and then create a procedure go find the
00:12:19.820
pattern go find the best practices go find the little intricacies based on how i've done it and
00:12:24.060
all the people in the relationships and you write that file so for example if you want the prompt
00:12:28.060
to do this here's what you write connect to my email read the last 50 messages that i've sent
00:12:32.700
study how i actually write my tone my greetings how i do sign offs how long my sentences are the
00:12:38.380
phrases i use most often then write a style guide that captures my voice and tone and to test it
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ask it to draft a reply on your newest emails that are unread as you based on what it learned then
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you can rewrite those so that it can use that to learn and tighten it up like it already knew who
00:12:52.940
it was in the best practice based on its research that's in the soul file but now it has clear
00:12:57.500
templates the step-by-step instructions and even examples that it can use to do this on your behalf
00:13:02.460
so now that it's captured all the information it still hasn't kind of solidified it into an actual
00:13:07.180
playbook and that's what we call a system prompt so then what you do is for each sub process in
00:13:11.900
the agent's activities like drafting emails but maybe it needs to sort emails you can have it do
00:13:16.540
the same activity either you tell how to do it or it researches and then it creates all these system
00:13:21.980
prompts based on the work you need it to do. Like I have it for my inbox, sort, reply, forward,
00:13:28.100
that's a big one, and even escalate things that it needs to show me and the reporting I want every
00:13:32.660
day. So then at this point, you actually have an AI agent running. This is exciting stuff.
00:13:37.980
You might feel right now, you're like, oh man, I'm going to give everything I got at it. Don't do
00:13:41.700
that. The N in the agent framework is to narrow the scope. The agent needs to have a narrow scope
00:13:48.160
of what it does so it doesn't confuse itself if you start asking it to do 17 other things then
00:13:52.640
all of a sudden this desk can get really busy which means it's not going to be a great agent
00:13:56.720
anymore just like you wouldn't give your administrative assistant the responsibility
00:14:01.120
to do marketing and take sales calls you want to make sure the scope is narrow for each agent
00:14:05.760
as an example i have an agent that writes code and then i have an agent that reviews code and
00:14:09.760
those are separate agents and they work together see how narrow the scope is we need to focus the
00:14:14.720
agent down to one specialist per job each agent great at one thing instead of having one agent do
00:14:21.040
everything which is what people usually do that's a mistake we'll have sub agents that do specialized
00:14:26.400
tasks under it that way it keeps all the context for the agent super clean it doesn't get confused
00:14:31.840
we don't have context rod we don't want to have a mega agent instead we need to spread out the task
00:14:37.120
to other sub agents so that it can handle other agents below it so for example kai who's like my
00:14:42.800
orchestration agent he's the one that not only creates other agents he also coordinates the
00:14:47.680
tasks of the different agents like my research agent and my relationship agent and my coding agent
00:14:52.480
and my reporting agent he then he pulls it all together and gives me answers so instead of giving
00:14:57.520
every task to one agent this is what we should do instead we build a manager agent its only job
00:15:02.960
is literally to manage and specialize in the management of the sub-agents think of it like
00:15:07.280
a real manager agent you are my manager agent i need you to manage my sub-agents and i need you
00:15:12.160
to make sure that you monitor the jobs and make sure they're moving along and if they're not
00:15:15.840
working you fix them and you decide what agents need to exist so for example we built our inbox
00:15:20.800
agent but we don't want to have to manage the inbox agent we create a manager agent that talks
00:15:25.600
to the inbox agent that might be responsible for a lot of different things like our inbox but also
00:15:30.320
sending stuff to other people on our team but we want to make sure each sub agent reports to that
00:15:34.480
manager agent so that it takes care of it so you might want to give it a prompt like this you're
00:15:38.480
my manager agent you never do any tasks yourself when it comes in you only move it to other sub
00:15:43.760
agents that are dedicated for that one specific job you hand it the task and then you let it run
00:15:49.120
so it's like one agent one lane and if a job touches multiple areas split it into the separate
00:15:54.160
sub agents one per area you're the one that coordinates and reports back to me like i said
00:15:59.200
mine's called kai he's awesome i talked to kai kai talks to all the sub agents i have one agent i
00:16:05.120
I got to talk to. If you want a pro tip, and I don't want to overwhelm you, but there's different
00:16:08.880
AI models. So for example, within Anthropic, you have Haiku. This is like for simple and high
00:16:14.780
volume stuff. If you want to sort things, you want to label things, quick draft, and it's the cheapest.
00:16:18.800
Then you might go to Sonnet. Sonnet's great for like day-to-day work, research, writing most code.
00:16:23.220
At a higher level, you've got Opus. This is a powerful model, good at reasoning, complex builds,
00:16:28.260
being a manager of agents. But now you have Fable, and that just dropped a few weeks ago. That's more
00:16:32.740
like an orchestrator a consultant it has full capabilities of opus but it's even more state
00:16:38.660
of the art it's extremely good at long running tasks and real complex things when you don't have
00:16:43.620
a lot of information to give it but it's the most expensive so depending on your task you might want
00:16:48.740
to give it different models because it'll cost less and it may not need that level of horsepower
00:16:52.660
to get the work done so for example my inbox agent since it's always running every 15 minutes
00:16:56.900
i just use sonnet because i don't need an opus level genius to run a process that we've already
00:17:01.380
defined to build the agent i might use opus that way it helps me create it i might even use fable
00:17:06.660
but then to run it i'm gonna run it on sonnet one time i had to do this whole refactor on my code
00:17:11.060
base and i could use a powerful model like opus it probably would have cost me 150 bucks instead
00:17:16.020
i use haiku and it only cost me a dollar fifty as of today here's a chart with gpt and other ai
00:17:21.700
equivalents that it's on screen so you can just take a screenshot of it to help guide you but
00:17:25.060
this is now changing every couple weeks if you've made it this far and you're still interested
00:17:30.020
congratulations but i need you to know something you're literally ahead of 99.999 percent of the
00:17:35.380
people out there and you're crushing it we've learned to aim the agent at an outcome give it
00:17:39.940
an identity so it knows its job equip it with the right context and tools so it can do the job and
00:17:44.740
narrow the scope so it doesn't get overwhelmed and instead use sub agents to accomplish specific tasks
00:17:50.500
now this last step is where our agent truly becomes autonomous t and it stands for trust
00:17:55.940
because we got to do it in stages.
00:17:58.500
Building an agent is actually the easy part.
00:18:00.720
Once you understand how to do that and you prompt it,
00:18:02.600
it just gets done.
00:18:03.540
The scary part is letting it act without us.
00:18:06.440
And I understand, especially as we talk about our inbox,
00:18:08.760
having somebody else write emails as you calm down.
00:18:11.940
I'm not doing that.
00:18:12.760
I'd rather it give me some ideas for copy.
00:18:14.760
The truth is, is we don't give the agent
00:18:16.380
the keys to the car on day one.
00:18:18.200
And what we do is we like give it stuff, see what it does.
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Then we see if its response is what we expected.
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If we do this right, you sleep well at night.
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If you don't, you will not sleep.
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The whole point of creating an agent
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is so that you can go do other stuff.
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If you're sitting there babysitting
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or worrying about it all the time, it doesn't help you.
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So up until now, we've let the agent
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help us manage some emails.
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Think about it.
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First, you might sure it's doing his job properly.
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When we tested it to write those drafts to unread emails
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and we looked at how it did it.
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At first, we're micromanaging him a lot,
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but then we gotta learn to trust in stages.
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So maybe the first stage is just like,
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hey, can you sort the email?
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And then we see what it does and we're like,
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okay, that's good.
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Then we like ask him to do more drafts.
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So we already tested it, but now let's let it really do it.
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So now it's running drafts and we're like,
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okay, I like those drafts, change this, do this.
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Okay, now it's doing its thing.
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Then we might let it start sending emails on our behalf,
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but not all of them.
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Maybe just even forwarding emails to finance,
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to our team, because it has the logic.
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It saw how we handled those emails in the past.
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Maybe it categorized certain emails
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like Slack notifications into a specific label.
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But eventually we want this genius
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to manage our whole inbox without us even opening it.
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that's the equivalent of us leaving the room and having the agent at the desk do all the work for
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us because at this step we learn to let go we've trusted it fully because if you don't do this it's
00:19:34.860
like hiring a driver to drive your car and you got your hand on the wheel now we got to take our hand
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off the wheel and let the driver drive here's how you can do it in a really safe way you set the
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guardrails first you can actually set that up in its identity files what is it capable to do on
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our behalf maybe it has the ability to spend money maybe it has the ability to make decisions maybe
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has the ability to write drafts only not send yet it's always your call and you can define those
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two approve everything at first i've never created an agent and was like yolo go nuts no
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show me what you would do i like what you did do it again tweak it just like i just talked about
00:20:07.020
for our inbox agent third we loosen the leash right it's like a dog you're walking with and
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you're like hey i trust you more i trust you more and all of a sudden the leash goes limp but he
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still holds the heel and then four would be give it a heartbeat that it can run on its own set up
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that schedule that reoccurring tasks so maybe before did it once and you reviewed everything
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now i might do it every 15 minutes you know every morning at 9 a.m it did it once now why are we
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waiting why we wait until the next day why don't we have it run all the time this process is scary
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but the whole point of learning to let go is to buy back our time to have the agent do the work
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for us and learning to let go is part of the process if you trust so for example when i showed
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this agent to my executive assistant she thought she was out of a job instead it actually freed
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her up to do things that actually mattered not sorting emails and writing drafts or telling me
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what's in there the ai can do that i'd rather pay her to do higher quality work manage higher level
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projects then we rolled out the same system to the whole team i taught everybody how to do this
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now i want to say congratulations we just tackled the topic that most people don't even want to
00:21:10.780
learn they're like that's not for me i hear about agents i don't get it i'm confused but no you
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didn't you went all the way till the end and i want you to understand that you might feel a little
00:21:19.260
behind in this ai world but here's where i've gotten to i've accepted that i will always feel
00:21:23.900
behind and i could never be on top of all of it but you just learned a strategy a shift a different
00:21:29.340
way of doing work that if you can learn how to direct the ai you will co-create with it if you
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don't don't be surprised if one day you might be working for it remember the rules of art repetitive
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rules base and return on time that's where we want to start looking for opportunities to put
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an agent in there instead of you keep doing it and i'm gonna give you the pro tip of all pro
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tips you grab the link to this video you give it to your ai and you tell it to use everything
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i've shared to create the ai for you and watch it cook because it can do it now here's what i
00:21:58.860
want to know from you we have some fun below in the comments answer this question if an ai agent
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could manage your inbox and buy you back all this time scheduling things on your behalf what would
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you have more time for i'm curious post a comment below and let me know and if you want my whole
00:22:12.060
system, the playbook that I use to manage AI and all my different businesses, just DM me the word
00:22:16.920
AI business on Instagram and I'll send it right over. And if you want to know what AI businesses
00:22:21.080
are worth starting in 2026, click here and I'll see you on the other side.
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