Your First AI Agent: Set It Up and Put It to Work

• Your AI set up like a new team member: a context file with who you serve, what you sell and how you write, and rules for what it may and may not do
• Three tasks from your week running on AI, set up with me in your own accounts, each put on a schedule if it repeats
• Your privacy rules: what goes in, what never does, and which apps it can reach
• Your playbook: what you hand off next, what you keep, and a 30-day plan

• Before the first class: a short intake form and five short videos, about 30 minutes in all, so live time goes to building.
• A 90-minute workshop every Tuesday, live, in a small group: a demo, the method, and you start your own task before the session ends.
• Three 1:1 sessions with me, 60 minutes each, in the days after each of the first three workshops. On your screen, inside your own accounts, on your own tasks, with a short written recap after.
• A final clinic after the last workshop, and recordings of every group session.

WEEK 1 Tue Nov 10

How AI works, and setting it up like a new team member

A chat, a project and an agent, and when you use each. Then your context file, your voice, your rules and your privacy settings. You leave with your first task working.

WEEK 2 Tue Nov 17

Email: sort it, get the information out, and draft the replies

One kind of messy email turned into the same fields every time, and replies drafted by AI that nothing sends without your approval.

WEEK 3 Tue Dec 1

Documents and presentations

Briefs, proposals and reports drafted from your own notes, and slides in minutes, all following your design rules.

WEEK 4 Tue Dec 8

Marketing and social media, then your playbook

Your voice and visual kit, one idea turned into posts and a newsletter, then your 30-day plan. Final clinic Fri Dec 11.

You pay for the tools

We start with what you already use. If a different one fits better, I tell you which and you buy it yourself.

• Whatever they cost: it depends on the tool and what you use it for, from a few dollars a month per person to a good deal more. We work out which ones you need, and what they give you, before paying for any.
• That cost carries on afterwards, and it is yours.
• I never subscribe in your name, resell licences or take commission.

Your accounts, your data

Inside your accounts, on a shared screen or a temporary invitation you remove at the end. No passwords kept, no data taken, anonymized samples for testing.

I work the way you already work

I work with your processes and your product as they are. I do not redesign them or weigh in on how you run the business: the job gets built on top of what you already do.

If I spot something along the way that could work better, I mention it in case it is useful. The decision is yours.

What I do not promise

I do not promise you more clients or hours saved. What we set up stays in your account, and you leave knowing how to use it and change it. You check what the tool produces before it goes to a client.