06/09/2026
Today we are walking through the practical process of creating your own AI agent — not just a chatbot, but a work-doing assistant that understands your business, uses your tools, and helps remove repetitive work from your week.
We will cover how to set up the right AI workspace, connect the tools you already use, organize your business context into a project, give the agent the right instructions and files, and identify the first recurring workflow it can help with — email follow-up, meeting prep, client research, task creation, or daily business check-ins.
The goal is simple: by the end of the workshop, you should know how to prepare your information before a setup call, how to teach the agent your business, and how to turn one repeatable process into something that saves hours every month.
Call to action
Before your next setup/review call, fill out the AI Agent Setup Worksheet.
Bring:
- One workflow you repeat every week.
- The tools the agent needs access to.
- Your docs, examples, prompts, emails, SOPs, or meeting notes.
- What the agent should do.
- What it should never do.
- What needs your approval before anything gets sent or changed.
If you want help turning this into a working agent for your business, complete the setup worksheet and bring it to the next call. We’ll review your workflow, tighten the instructions, and identify the first automation that can save you 10+ hours a month.
Process to review on the workshop
1. Pick the first workflow that wastes time every week.
2. List the tools the agent needs: Gmail, Calendar, Drive, Zoom, CRM, docs, etc.
3. Gather source material: examples, scripts, SOPs, offers, FAQs, prior emails, meeting notes.
4. Create the AI project/workspace.
5. Add files and business context.
6. Write the agent’s operating instructions.
7. Define approval rules.
8. Create the first recurring job: meeting prep, email triage, follow-up, task creation, or daily brief.
9. Review the setup together before doing any deeper implementation.
Most people are using AI like a better search box. Today is about turning it into a business assistant that knows your work, uses your tools, and starts removing repeatable tasks from your week.