Build Your AI Chief of Staff with Claude Cowork

Full video transcript

All right. All right. All right. What’s going on everybody? Welcome on into today’s Agentic CEO workshop where we’re going to be building your AI chief of staff. Love to see the familiar faces, friendly faces.

Good to see you, Mark. Good to see you, Torsten. Good to see you, Dr. Nikki. How’s everyone doing this fine Friday? Can you guys hear me?

All right. Can you guys talk for a second? I want to make sure I can hear you. Aha. Hello, my friend. Perfect.

Cool. So, I got a 100% battery on these AirPods. My microphone was giving me issues or the speaker was giving me issues. Running this on my Mac, which I usually run it on a PC because I’ve been building out my chief of staff on my Mac. So, fingers crossed that we don’t crash out here at any time during this workshop. If we do, I will be hopping right back and we’ll be using the same link.

give people a few minutes to settle in and then we’ll kick things off. I got I got some exciting stuff prepared for y’all from this week and obviously we’re going to be covering co-work extensively and how it leads into cloud code, but fear not. We’re not going to be talking about becoming programmers necessarily in the traditional sense. I’m not going to be getting super in the weeds with code, but you will see. And my goal with today’s workshop, this entire series is more to inspire you on what is possible with these tools and in cloud specifically and how we’re able to integrate it inside of our businesses and how to customize it, how to build on the foundation that I’m going to be sharing with y’all today. for getting the chief of staff to run and rock and roll.

So, we should have a good group here joining us live. Again, this will be recorded. This will be inside of the classroom for all of our premium members and those who purchase ticket 90 days. And yeah, I’m excited to share what we’ve been working with working on to get you guys all set up and running. Real quick, show of hands before we kick off. Good to see you, John, Becca, George, Jim, Laorray, Sally.

See everybody here and give people a few minutes to join in. We got a full three hours blocked for this workshop and we’re going to kind of get right into it once once we’re ready to rock and roll. I want to make sure everybody here first and foremost is Claude desktop desktop downloaded onto their machine. If you don’t, you will need that for this. Is anyone here not desktop be set up should be should be good to go across the board. Good to see you, Julie.

Ready to kick things off here. Good to see you, Sally. And just join us. Taylor, good to see you. Hey, Darby. I got my cloud shirt on.

your claw shirt on. Oh, there we go. Yeah. Julie, I just saw your your message. It said the link doesn’t go to a Zoom. It goes to a thing.

There should be a Zoom. Were you able to get in? All right. Was it a Yeah, I had to search for it. I’m fine. Thank you.

Okay, cool. I’m just keeping an eye on some stuff. Make sure we’re good. We got a few people that that joined in last minute. Taylor, okay, I saw you just got got signed up. I’m glad you’re able to get in, Taylor.

And anyone else that just joined us, I want to make sure everybody does have Claude the work a desktop installed on your machine. That is what we’re going to be building inside today. And Taylor and anyone that just joined that is not already inside of the community, that’s good. That would be such a bummer. They just joined. So, Taylor, go ahead over to jenniu.comschools ko and hop on in there and request to join.

I’ll make sure you get access right away. That’s where all the resources are going to be be stored for y’all. And just so you all know, at the end of this workshop, Luma, which we were running this event through, will send an automated email out asking you what your experience was like. And in that email, there’s going to be a link to a Google form. I would love for y’all at the end of this workshop to just take a few minutes to fill that out. Let me know a little bit about your experience, what you liked, if anything was a little confusing that you want more clarity on for the next time, and also what skills that you would find most valuable and useful to build inside of your Claude account.

We’re going to be running this as a recurring series. We’ve got workshops set up every Tuesday during the course of this month. We’ll likely continue those through May and into June, more likely than not, cuz I typed in the the wrong domain. Apologies, jen aiu.com school. I’m working on some some skilluing automations that will help support the active ongoing skill building of this so that as we’re building our chief of staff, we’re building on the foundation that we’re laying here today. and we’ll be able to continue to refine and customize our chief of of staff with Claude as the backbone to help y’all do all the things that you want to be doing with something that I think is very relevant to this workshop and use of AI tools in general right now is the possibilities for what you can create and what you can do with these tools is near limitless.

It really is almost what can you imagine to be possible and more than likely there’s a way to figure out how to get it done if you can imagine if you can think it and if you can brainstorm and work with claude to help you bring those ideas out and make them a reality. The great thing about utilizing something like co-work is it uses a lot of what makes Claude code an incredibly powerful tool in a much simpler and easier to use and apply interface. And with the recent upgrades that Claude came out with, most notably, scheduled tasks and dispatch now gives you the ability to build out your your knowledge base, your second brain, your chief of staff, all of the stuff that makes makes you that helps you operate in your business and be able to do so remotely. I was just out last night working on a few things at our volleyball game and I was talking, you know, I cla on my phone that was on my desktop home and I was building out some additional things and resources that I was going to be, you know, sharing with you guys in the session, but some other stuff I’m working on too. The session will be recorded. I will be breaking down the entire transcript inside of the community and we’ll give people a couple more minutes to join in.

keep an eye on on the thing, but we’ll get started right here in about two minutes so we’re not waiting for folks who should have been here on time because kicking off at 10:00. So, no need to make y’all wait. Let me see. Okay, want to make sure I get you into the school community. We’re all starting on the same page. Taylor, can you go ahead and confirm you can get you’ve requested access to the school community so that we can see that there.

Dante, great to see you. We’re just getting ready to kick things off. I just want to make sure everybody that is here, jiu.comschool. Well, I know everyone here has an active business. You’re all building with AI. Obviously, you’re using Claude and we’re here to learn how to use Claude and turn it into our chief of staff and build out more things to support our business, which is exactly what we’re going to be diving into.

We’d love to hear if anyone wants to come on just share in a in a quick, you know, couple sentence or two, what are you looking forward to most using Claude for right now? If there was one specific outcome that you could have Claude help you with. We I’m on my AirPods right now. Unfortunately, I was having issues with my regular mic. Is it distracting with how echoey it is, y’all, or is this is this doable? It’s fine.

I want a I want Claude to do tasks that I do, manage my email inbox, and then just do other recurring tasks in a way that’s repetitive, and I can just automate it. Awesome. Emails are going to be a big focus of how we’re all going to be getting set up here today. So, thank you for sharing, Julie Darby. You know, when I when I sign up for something like a subscription, I want this to be automated that as soon as I sign up, that recurring amount gets put into my financial something. I don’t know what’s possible here.

So, I don’t have to manually say, “Oh, I just subscribed to so and so $20 a month on the 19th.” That would be amazing to be have that automated. Is this like an automated reminder for your subscriptions? I mean, no, just like tracking inside. It could even be a spreadsheet that has a list of all the subscriptions and the the renewal dates. Cool. Perfect.

Oh, any anything else? Yeah. The the marketing of my health assessment, the chatbot, marketing, automation, email automation, tracking, keeping track of subscriptions. anything else coming to mind that’s mind? I have a list of clients that I manage throughout a season and each of them enter and exit the timeline differently. So, I’m currently using a virtual assistant through open call to assist in that.

But I’m finding that that is has a better usage case for my research that I need done than my my client management. So, I think the this CEO can help kind of make sure none of my clients get left behind. I love it. Mark Sally says, “I want marketing operations for my business, like automating my content newsletter to be able to automate replies as well.” It’s great. I’ve got a full li full full list, but I think using this as a chief of staff is to start kicking off really building some more interesting ones like we’re already using granola to record meetings and give the to-do list, but then I want those to-do list in a email recap directly back to the client. Also want that to-do list in into a sauna or wherever we’re managing those tasks.

So, just set up a lot of those little admin things that currently paying someone else to manage. I think you’ll like what we’re cooking with here. And I’ve been using Granola 2 recently and more heavily the last few weeks. And it’s it’s got an integration MCP integration directly with cloud. Yep. Super handy to be able to grab those notes from client actionable thing take action from there.

So, John, good to see you. just sharing if there’s any any quick like primary goals right now with what you’re looking to to automate or get off your plate with the help of an AI. Oh, which John? You John? Me, John. nothing specific.

I’m sorry I got I had to reboot because Zoom didn’t want to load. So, I apologize for being late. No worries. Cool. Well, Aaylor, I’m waiting to make sure that I can get you into school, but you ping me here on chat whenever you’ve submitted your request to join that community, and I’ll make sure you get in. Everyone else here, I believe, is inside of the school community.

Hi, Darby. I I think I I think I I think I’m in the school community. I tried to get in. Am I not in? Okay, let me double check. You You may be in already.

Let me Okay. Yes, I am. Search your name. Yeah. Let me make sure. Oh, okay.

Cool. And and Taylor, is that it? Yes. So, you’re going to have access to everything here. Yes. It says selling online prime mover.

Is that it? Wait, no, that’s not it. I’m sorry. I’m in the wrong place. Yeah. Just tab on over to the GI University School and you should be all set.

with that said, we’re going to go ahead and start kicking things off here. I know everyone here has some familiarity with what Claude is, so I’m not going to start this from a super basic 101 level. In general, the approach of being a Jetic CEO, the way I see it anyways, is working with these agents and commanding a team of agents to support us in the things that we’re doing to grow our businesses. Many of us are either solo founders or we’re working with small teams or we’re working inside of companies where we’re owning our own departments. We have our own deliverables that we need to stay on top of clients and managing clients and communication with clients. And as entrepreneurs, as people leading our own businesses, our own initiatives, generally we wear a lot of different hats, right?

And there’s a lot of balls that are being juggled at any given time. We’re always spinning different plates and sometimes stuff gets dropped. Sometimes the ball gets dropped or sometimes a plate stops to spin and it crashes on the ground and we’re like, did that plate really need to stop? Did I really need to drop that ball if I just would have had a reminder from someone to keep me on top of the things that I need to focus on today that are maybe not in like the 8020 of what we need to be doing every single day in our business. That’s the highest thing that we need to be focusing on. But all the other stuff that happens in between like pushing the needle forward on following up with the press or working with media or setting up events for stuff that we’re projecting out three or six months or 12 months down the road.

And who are the key partners? Who are the strategic partners that we want to maintain relationships with? And how do we stay on top of all of this right now without necessarily having to hire one or two or three different individual VAS that are handling these different tasks that require going support or management of communication back and forth or even I have to set up an event. I’ve got to set up a Google form. I’ve got to write the copy for it. I’ve to send an email out to people.

I’ve got to do all these things that makes me as the operator. I put my hands in a number of different and like at the end of the day, we want to be freeing ourselves up from doing the things that aren’t filling us up and aren’t in our highest and best use of our own time in our businesses and getting out of the way for stuff that, you know, someone else could probably do that is just a matter of executing a task and keeping us on track. And there’s a reason that a lot of the most successful founders out there and people that are running businesses, at least the ones that I see, always suggest that you want your first hire to be someone that is an executive type of assistant that can support you in the day-to-day roles of your operations and keeping you on task with what you need to be focusing on. Because if you don’t have that, then you’re kind of your own assistant at the end of the day, which isn’t terrible, but it’s also not necessarily where we always want to be all the time. And so if anything, if you walk away from anything today, we’re going to walk away with a foundation for keeping on top of our inbox for keeping track of things that we’re constantly doing and updating in our business on the day-to-day and building on top of this foundation. We’re going to do so one by obviously using claude and claude co-work and then for those that want to dig deeper into the more technical side using what we’re building in co-work and taking it into claude code that will be stuff that we will cover in more detail throughout the workshop series but is great but without the right tools claude it was constantly needs to be reprompted with stuff it constantly needs to be you need to be navigating things you know as the middleman with claude Now with the continued evolution and power of MCP model context protocol, it’s like giving claw the ability to access these different tools that we already use in our business.

Gmail, Google Drive, Slack, Webflow, Notion, just to name a few. Granola is another tool that now we can integrate and collaborate with with Claude and using Claude and scheduled tasks and dispatch, it gives us the ability to now do and operate this way also without needing to always be tied directly down to our desk. And so, quick recap of where we’re going to start on the model context protocol aside, just to make sure that everyone that as we’re going through this process, this is going to be an active buildout type of workshop. You may find that you want to add a couple different NCP connectors to your cloud account. During this workshop, you can do this stuff live. I would highly encourage you guys to be doing this stuff live.

So, we’re building it out. If you see that you’re missing something that you you want to have access to and we can just give Claude access to it right here and now. So, I’m going to quickly share my screen. Want to make sure you guys can all see u I’m sharing my Claude co-work now. You guys can see my screen. I’m sharing it.

It’s a giant cloud co-work on my screen right now. Give me a thumbs up if you can see it. Okay, perfect. So, this is what we’re going to see when we’re inside of cloud on desktop and co-work taking your eyes to the very top of the screen. I’m right in the middle with to the right I will see code which again this is just how you get to cloud code. is just one tab away and all you really need is a GitHub repository to get started with building that out.

So, we’ll dig into that later. Most everybody here has started with Claude through chat. And so, this probably looks the most familiar for everybody. This is Claude chat. This is where we get to build out different projects. We can build out different umations.

And when you are beginning a cloud chat and you select the plus button, you have the ability to select skills and you have the ability to select connectors. I’m going to start with just a recap of connectors. Make sure zoom in a little bit more. Make the text a little bit bigger yet. Let me see if I can. I’m not sure if I’m able to zoom in on my screen.

Right now, you’re on you’re on a Mac, right? So, it’s command and the plus button. command and the plus button. There you go. Oh, I’m I’m using a different keyboard right now. Okay.

So, is that much better for everybody to see? Cool. So, when we’re here, welcome to Claude. Cool. If you haven’t ever done this, this is your very first time getting involved with Claude. Like skills are where we’re going to be like really going deep to customize this inside of your Claude for your assistant.

If you don’t have the connector set up, then your all of your skills are going to be limited to just like what basic claude can do. Now, what we see here is a number of different connectors. You may have some of these already set up in your account. You may say, “Oh, I’m using Canva or I’m using Gamma, but I didn’t know that they had an MCP.” Well, a lot of the major platforms out there are creating direct integrations with Claude, which means that I can tell Claude to create a presentation in Gamma directly and it will connect with my Gamma account and do that. The same goes Canva, the same goes with even like Figma if you’re doing more design. Same goes with Web Flow.

I can have Claude push out blog posts directly to my Web Flow blog that’s connected inside of my Claude account. And I even I realized in the past couple weeks that you can also connect it with your Apple notes. You can connect it with your iMessage. So you can send emails and messages. And you can connect it with Slack. And so some of you may use Teams, some of you may use Microsoft products or other things on here that I’m not necessarily using.

That’s totally cool. The idea behind the connectors is understanding what tools are you using in your workflow on the day-to-day like notion is a super powerful connector inside of cloud. You’re using it creating documents, SOPs, processes and updating like notion boards. Claude can help with manage and building that. So the thing that we will need to do as you’re building out your AI chief of staff is making sure it has access to things like your calendar, your Gmail, your your Google Drive, your granola. If you use HubSpot, connecting it with HubSpot so that it can connect with your HubSpot.

And if you don’t see a connector on here, because I know I think Julie and Dr. Nikki, maybe a few of you here use GoHigh Level, for example. And I believe, and I haven’t used this myself, but I believe I’ve seen other people that also connect their GoHigh level MCP is a custom connector. So, if you don’t see the actual custom con the connector it is, you can browse connectors and search through a ton of different connectors right here directly inside of cloud. You don’t have to add every connector. Obviously, not everyone is going to use every single connector.

And if there is not a connector, like for example, one of my favorite MCP tools connect with cloud is fire crawl. It’s a Yesterday when I checked, they don’t have a custom Claude MCP built in, but they have a super simple process for creating a fire crawl account, which firecall is a web scraping tool to give Claude superpowers on the web scraping side. And you can basically create a custom connector and give it access to different tools and abilities there. And so all you need to do to do that whenever it comes to setting up a custom connector if you’re not sure how to set one up for a tool that you’re already using, you can use Claude to help walk you through the process of either finding documentation for, hey, I need I want to set up this tool. Can you help me set up the MCP integration? Claude can help you do that.

Okay, so MCP is going to be a foundational thing that we’re not going to steer away from, but once you get these connectors set up, most of the time they’re up and running and it’s just a matter of making sure that they don’t the connection doesn’t break and you don’t need to like reconnect them at some point, which in some some cases it does happen. Next thing is going to be skills. And so you can see in my screen I have a number of different skills that are built directly inside of my Claude account that my Claude chat and my Claude co-work can also see because they’re in my account level. I can I can see and I can I can navigate them and I can add my own custom skills in here. And you can use Claude to build custom skills. And so if you have that big idea like everyone was describing here, what’s the number one thing that I want to do with my my chief of staff, I want it to help me with my inbox to do this, to do this, to do this.

The more clear you can get on what you want Claude to be able to do, the faster you’re going to be able to create whatever sort of workflow can help you produce just that. But I’m going to give you everybody here and we’re going to go through a plugin that I created that will install my entire AI chief of sta staff system that I have put together to date. Spent a an immense amount of time configuring this and getting it to the point where we’re all going to walk through this right now and getting set up. And in order to now now just with skills and connectors covered going to jump back into co-work because when you’re getting started with co-work obviously the interface is a little bit different. Let me see new task. Cool.

So now I’m going to jump into my co-work interface. And the thing with co-work is that you can give it access to obviously your MCPs like I was just talking about, but you can also give it access to certain files and and folders on your computer that you can use to have it interact with and continue to build out on and and create what I guess the term would be like a persistent memory. Something that’s constantly getting updated as new information is coming in. As you finish up two or three back-to-back meetings with clients, you have Claude say, “Hey, analyze all of my granola transcripts, pull out everything that I need from it, yada yada yada, and let’s update my my my second brain, if you will, my your your memory that you’re building in Claude that’s going to continue to remember exactly what you’re doing and how you’re doing it.” And if you have multiple clients and multiple projects, you’re going to want to have different folders for different sort of clients and and things like that. And so there is a good bit of configuration that we’ll get into as we get the foundation laid right here. But for me, I’ve built mine out.

and I actually in the past week or so, I ended up building it out extensively inside of a tool called Obsidian, which is a free like desktop app that is a way to basically visualize all of your ND files that you use and store all of your knowledge and information based off. Julie, I see you have Cloud Pro. We do not see code or co-work at the Did you download the desktop app, Julie? Is the desktop app? I’m on my desktop. Yeah, I’m on Claude.

Are you on like Chrome with your desktop? Yes. Okay. So, you’re going to want to go and search Claude desktop. Ah, okay. Because it’s an actual app that you’re going to want to download onto your computer.

And so whether you have a Mac or a PC, it’s going to work with both. But that that’s going to be where you’re going to need to have the actual desktop app installed on your computer. And it just takes a couple minutes to run and configure. Okay. So what’s the difference between the one I have now and the app? So the one that you have now and the one that everyone would have started with with Claude and Cloud Chat is like a web-based interface.

And since Cloud Code is working on your on your machine, it it requires the desktop app to do the things that we’re going to be doing with. Got it. Sorry. So, yeah. Yeah. No, no worries.

just go ahead and get that downloaded. and then I’m going to share a link with everybody here that I’m going to we’re going to start walking through this process and and Becca, thank you yesterday for for working with me on running through some tests. like I said, I was spending a lot of time configuring this to make sure that it would work for you all. So, Becca can vouch for me that it was working yesterday. I haven’t changed anything. And, and so what we’re going to do is, we’re going to basically run through the process of getting started with co-work on your desktop.

We can import a project into our co-work. So if you have a project already built like cu kuvie if you have a say so project on your regular cloud chat you build a say so folder on your machine that will have all the knowledge that you’re going to be transferring from there and then using and building on. But the great thing about Cloud Co-Work, especially when it comes to getting it to do a lot of different things simultaneously, is it’s it’s able to spin up a number of different agents at the same time to help you accomplishing with different tasks and run different schedule tasks. So, it’s super powerful. And I’m going to share this link with everybody here right now. Everyone should be inside of the community.

Taylor, I just approved your your existing membership and so I’m going to make sure you have access to this. Now, you’ve got access to the premium. And this is a brand new share my screen about where I’m I’m I’m getting to it from first so that you everyone can see exactly where this stuff is going to be. And this entire workshop series is is always iterative. We’ve learned so much over the past 90 days. And the more features that Claude comes out with that we learn how to implement and actually use, the more we’ll be able to understand how to continue adapting these trainings and expanding the capabilities of AI chief of staff.

My AI chief of staff’s name is Riff, by the way, because you kind of riff back and forth improv with it, but like you know, it’s routing different ideas. It’s it’s managing the different following feedback loops that I’m creating. But you may come up with your own AI system name. Call it whatever makes you happy. It really doesn’t matter what the name of it is. You’re going to, you know, it’s going to respond to certain things like that.

I don’t think you need to download anything like Pi Python just yet. Kooie, what we’re going to want to do Oh, okay. It would help if I didn’t have this in draft mode so that everybody could see it. So, you guys are are the very first to get access to this. And I’m going to save it. And now if you go to the classroom, it will a direct link inside the here.

You guys can go right here. If you can’t access it, let me know. It’s probably just a something I need to update on the permission side. so we’re going to want to go here first. And this this next this next 10 minutes or so, we’re just going to follow how to set up and install the AI chief of staff plugin, which is going to effectively get you set up and started with installing all the chief of staff operating system there. So, okay, Jonty, I see you need the community access.

So, let me get you access to that now. Right, you’re set, Jonty. And I’m going to walk through this process with you as well. using our side hustle live project as an example of how you can go through and initiate this process. And as we’re going through this, again, we’re laying the foundations for all the core skills, the skills that I’ve built anyways for myself that I use every single day. And I’m always building on top of them, trying to see trying to see if I can me do this.

Julie, you’re in the community. Go ahead and click that link. Chat GPT is like the top sponsored ad. When I searched Cloud Desktop to download when I click on and for JA University, it says unlock with premium. I can’t I will get you access in two seconds. Okay, cool.

All right, you’re all set. Just go ahead and refresh your page. But yeah, download that Claude desktop app. Got it. Does everybody have the the school page pulled up? I want everyone to We’re going to follow along here with exactly like what we’re doing.

It’s going to be a very step thing. If anyone is is not seeing the stuff on their end that you need to be seeing for this, you go to biou.com/school and the agentic CEO workshop is where all of the stuff will live. And right now, there’s not going to be a video here because we’re recording it right now, but we have a number of different resources. One is the AOS. That’s what I’m going to refer it to. Marcus plugin, which is what we’re going to be installing.

Obviously, I I a caveat to any plugin that anyone would like even consider installing is make sure that you trust the person that you’re installing it from, there are just like there’s ways for people to send viruses to people over emails or like do prompt injections that can do nefarious things, just installing random plugins that you have no idea where they came from or you don’t like haven’t vetted them in some sort of way could potentially put you in a compromising position. Obviously, I I hope that you guys trust me enough to create these plugins for you that we’re going to be installing right here. you know, these are things that I was been building inside of my Claude account, but just as a as a note in general as you’re going out and seeing other plugins that, oh, that would be a cool plugin, you know, do your due diligence before you just start downloading and installing a bunch of plugins that aren’t official anthropic plugins. And there is a a complete system guide document here as well that I created that you could follow along with to understand what’s exactly inside of this plug-in. And what this document is is just a a full outline of the operating system of what’s inside of here. Oh, they kind of operate and and work together.

And when you install the plugin, this is also inside of the plugin so that you can you can see it inside of your cloud co-work account. So, if you’re like, “Hey, what what are some of the things or what are some of the commands I could be using?” but you know, some some other stuff here was just my general philosophy with how approaching this stuff, you know, I’m building my assistance to support me in my life. I’m not trying to like build an assistant that I’m going to like serve my AI. I want my AI to be serving me and what I want to do. And I want to find the things that I can offload that are going to be the small hinge that’s going to open up other opportunities or keep me on top of things. and we’re going to start with the architecture with the structure and then once we have a solid structure in place we can continue to iterate and expand from there obviously we do these workshops we do other sort of buildouts and training so if you guys work with teams or if you know companies that want to do this for themselves you know I can help install these types of systems for those companies too but this is where we’re at with the architecture structure cloud’s the backbone we’ve already talked about that MCP connectors we’ve already talked about that.

And then all of these skills that we’re going to be getting inside of this plugin are designed to be customizable to fit with exactly how you work. This is all a starting point that we can all build and we can all expand on inside of our account. So, I’m not going to walk through every single page on here, but you can see the different layers that are incorporated inside of here because, you know, you don’t always need to use every skill all the time for everything. Sometimes you need a certain set of skills to do a certain series of things. And what your chief of staff and and using it with this structure and set of claw is going to help with routing and determining what are the best skills and the best MCPs to use to help you get the desired outcome you can in the most efficient manner. And all these skills are going to be supportive skills.

One skill I mean it could quite literally I’m not trying to say like go fire your entire team because you have a bunch of cool skills here. But at the same time, some of these skills were things that you may have traditionally had to go and hire a VA to go spend several days going and scraping and researching and finding lists of people or doing certain things for you on a daily basis that you can do this now with Claude and it’s only going to get better. And and for me, I want to stay lean. I want to be able to to own the orchestration and the agents that I am am building all of this stuff with. And so this document is going to kind of walk you through what all that looks like. So to get started, I want to make sure Julie and then I don’t miss any comments here.

Not open the link either. We’ll unlock your access Becca. Then we’ll be good to go. Julie, did you set up the Okay, you’re set up on there. Everybody here should be set up. Kuvall, are you set up on it?

Everything with desktop? Perfect. All right, guys. This is where it’s going to get exciting. Darby, can I just ask you when you when you say are we set up with desktop? Are you talking about in the school community?

Are you talking about just claude? Claude desktop. Yeah. Oh, okay. Got it. Thank you.

Yeah. So, Claude desktop, we’re going to be in the classroom. Yeah. So you can get onto the classroom from anywhere you have a a computer, internet access, and as we build out more of these, this this is my first like incredible deep dive. Like I would like I said I tend to spend a lot of time with these tools like anyways as it is. Those of you that know me know that I’ve been geeking out on like recipes is what we used to call skills back when Jasper was getting started.

This is blows what we were able to do four or five years ago completely out of the water. Like it’s not even close. Like not even close. But there’s still a gap between knowing what skills to use, how to set up a proper operating system with Claude to getting the most out of it. And so it’s why I’ve spent probably like 20 hours this week alone just working on this plugin on top of all the skills and stuff that we’ve been in here. So, I’m excited to hear how it works when we walk through this process with y’all, as well as the feedback for what skills can we do next, what can we do to make these these operating systems better and easier to use and digest.

But also, I firmly believe that everybody here that’s already running their business, you already have all of the things at your disposal that you could be using to to do the stuff you want to. Sometimes it’s just a matter of structuring it and orchestrating it in a way that just it just clicks. So what we want to do is go ahead and click this button for the AOS market sauce plugin and click download. Okay, is everybody able to download that? It should have no issues. It’s just a simple file download.

Got it. Okay, cool. So, what I’m I’m going to walk through how I would do this as an example. If I’m starting a project from scratch in Clawed Code, I mentioned get your knowledge base together, your company information, like in files that you would want an assistant, a human assistant to know about you. How do you like your your coffee? You do you like a black or you like it with sugar?

How do you like how do you like to are you a morning person or night person? Do you do you like to do sales calls during the middle of the week? Like how do you operate as as a human and all the things that we need to know about you and your company? Right? These are all things that we can continue to build inside of our inside of our cloud as we’re doing this. And now all right, so I’m back in my cloud.

Okay, just one. I don’t want to not be sharing the right screen. You guys can see my cloud. Let’s knock that off your list. Mark, thumbs up. We good?

Cool. So, what we’re going to want to do is make sure we walk through this. Few little odd things about the cloud interface yesterday. I found when I was running through this with Becca coming up on yours. Taylor, are you not able to see the the download on your side? The AICOS.rif is not coming up on mine.

What? I clicked on the claude.ai.code family. The claude is coming up, but not this. So, what am I doing wrong? Are you Are you clicking the the co-work? Are you in the co-work section?

Yes. Oh, just a moment. Yes, I am. Okay. And so, you can see this this screen on your end. just a moment.

I had to restart it again. Just a moment. Let’s see. Okay. So, it says, co-work something off your list. Oh, no.

Now failing. Now, it says fail to start Claude’s workspace. Looks like I don’t have enough disc space to set up the workspace again. So, so that that’s something that I I’ve ran into on my end and I had to clear out a little bit of space to open that up. okay. Maybe if there’s some some larger files that you’re not using, just knock those out and then just have re have Claude reboot.

Okay. Okay. And so the difference, and Sally’s question is relevant to what we’re about to do, is what’s the difference in working in a folder or projects and co-work? And I I can see the two options. So we have projects inside of co-work. And a project is going to contain the folder you’re going to basically be accessing whatever like wherever we’re going to be building out your your chief of staff.

So individual projects want to make a new project. You can start one from scratch. You can import a project directly from your cloud chat account. And so that’s where a lot of you may want to start. And or you could just start one completely. use an existing folder that you have.

I’m going to I’m going to walk through and we can you can start one from scratch. I’m going to start with importing one from a project so you can see how that process works. or if you already have a folder that you have all of your information stored on your computer. You can just select that and select the folder directly inside of cloud and start to work in that folder whichever one you’re you’re setting up. John, I see you can’t access coork on your PC. Something about virtualization not being able.

Can I install this in code instead? yeah, if you have a GitHub, I I believe you could use the same zip file that I’m giving you to be able to install it directly inside of your GitHub. there may be a few little minor things, but if you can’t for some reason get Cloud Co-work to work right now, I would get a GitHub repository set up, John, if just go to github.com and create an account if you haven’t already set that up and we’ll go. So, wait, Darby, should the chief of staff be its own project or embedded underneath like my health assessment? But if you already have the health assessment project, then you’re going to want to work work in that folder. Okay?

So like select the the project and like you again you may I only have like two main ones right now that I’m working in, but like whatever your main project folder is like just get that set up and what we’re going to do is we’re going to plug in the chief of staff to then operate and then be able to build out inside of that project. Okay? So, for instance, if I’m going to start a new project and I already have a bunch of stuff filled out on my chat, I’m going to import a project and I’m going to type the name of the side hustle live. So, once I do this, the memory is on. I can choose the project location and it’s going to create a folder. Now, actually just made a duplicate here because I already have one one set up for it, but I just I just created a project based on the current chat project that I have.

And so, it’s just it’s importing all that information right now. Now that you have a project set up, what you’re going to want to do is click this plus button. Okay? You see the plugins? Does everyone see that? When they click plus, they can see plugins.

yesterday for some reason like had to do another workaround to do this. So if anyone’s running into an issue where they don’t see the ability to to manage plugins or add plugin if you click add plugin this is what I saw yesterday that it it was like what what do I do here? I can’t upload anything. It’s there’s nothing for me to upload. These are only official plugins. Like fine the workaround right now and Claude may may update this.

If I go to manage plugins, what it’s going to do is it’s going to take me to my customize tab. Okay, you can see I have this already put it on. I’m just going to uninstall it so I’ll be able to to walk through this process with everybody here. Under customize, you can see all of my skills. So, if you don’t see the manage option, Dr. Nikki or anyone else go over to customize directly and then you should see underneath connectors and skills you should see this personal plugins.

Let me do this again a little bit more. Does everybody see personal plugins and see the plus button on their plugins? Give me just a a quick Y yes in the in the chat if you do see it. Want to make sure everyone is seeing where we’re at right here because this this is where we’re about to start moving and installing and everything is getting set up. Okay, cool. Yes.

Yes. Okay, cool. Next thing we’re going to do is select add plugin, create a plugin, and we’re going to go to upload plugin. Okay, select upload plugin. Again, this is what I said before, like make sure you trust the plugin coming here and and you know kind of its source. Browse files.

I just downloaded this plugin. So, I’m going to select AOS Marcus plugin v1.3.1.zip should be about 979.8 KB. And wait, sorry. Mine opens the folder and then wants me to individually add each one which is a lot. Did you open the folder whenever you downloaded it or did you just a zip? Yeah, just upload it as a zip file.

Ah, okay. Got it. Thank you. Yeah. So, just just upload the zip file. Everyone should be right here on this screen right now.

Okay. Now, we’re going to click upload. like sweating bullets over here because this is where we got to yesterday and it worked with Becca and it worked. All right, guys. We’re we made it through the first round of getting everything set up here. Right.

So now what just happened is you’ve installed a plugin that has the entire AI chief of staff operating system that was generalized after I’d already customized it for myself and designed so that you can now customize it for you. Okay? And it will work inside of the context of the folder that you’ve provided it as the information that you are responsible for dating or removing files that aren’t relevant or if you follow like Julie the entrepreneur operating system. You have your quarterly rocks and the things that you want your assistant to know to keep on track with with things. These are all documents that will continue to expand on on where we’re at right here. So everybody should get to this screen.

Don’t do anything right now like until we get to the screen. I want to make sure. Is everybody here right now? Is anybody not here? John, you added it to zip to your GitHub. Okay.

So, you’re going to be working John’s going to be working on Claude code to get this going. Sally, do you need to change anything to suit our business? the the plugin is designed so that you can modify and enhance things to customize it for your business. I’m going to show you how we can start doing that right now. Okay. So, go through that one more time real quick.

Just go to Absolutely. Yeah. So, we’re going to start. You downloaded the plugin already, the zip folder, correct? Yes. Okay.

Once you have the zip folder downloaded, you’re going to go to customize. You’re going to go underneath skills and connectors, there’s a personal plugins plus button. You’re going to click add plugin. Okay. I have skills and connectors. I don’t have anything else underneath there.

I don’t have a plus sign underneath there. Is there an updated version of of Claude Co-work that it’s telling you to relaunch and update anything on? No, let me hit refresh. No, I have customiz skills and connectors, but I don’t have anything else. I don’t have a plus sign underneath there. Darby, I just had that.

I just had that happen. So, I just had to hit plugins and connectors a few time and I got a popup said upgrade to the latest desktop. Oh, there’s another popup. It’s not really working. You’ve got to enable VMware or virtual machine. So, mine just doing that right now.

Okay. So, I’ve got to install that. Choose install and install the command time developer tools. Okay. I hit I hit install. So, I guess it’s installing.

So yeah, there may be some updating of the cloud co-work and getting the initial desktop setup that needs to be ran or refreshed. If anyone is running into a roadblock with anything here, I’ll be spending time to let’s see if we can troubleshoot some of it once we start going through this process. Yeah, this is forcing a it’s a forcing a whole new restart. Like it it installed it and then it needs a Windows restart. It just did it automatically. So, if anyone does need to restart their their computer, we’ll be right here at the same Zoom room.

If you need to take a couple minutes to restart and jump back in, that might be the case. Darby, I I think I think I’m just I’m so far behind. I don’t think I’ll be able to catch up. I don’t want to hold anybody behind. May I just join the next class? I sent you the side chat, but I just don’t want to hold anybody up.

I don’t and my thing is not coming up and I have to It’s just too much. I don’t want to. Yeah. Well, why don’t why don’t you stay on with us here, Taylor? And we have we have calls on Tuesday and we’re gonna do another Oh. Oh, can you guys hear me?

I can hear you now. Say it again. So, if anyone’s running into an issue right here and if if it’s a technical thing with clog and getting the initial desktop set up, I would say like there’s going to be continued calls every Tuesday that we’re going to have. I’m happy to support you and chat inside of school. And then next Friday, I’m also going to host another one of these workshops that you’re welcome to join on as well so that we can get the ball going. But I would say like watch through the process right here and if as questions are coming up that’s fine.

Okay. Thank you. Very quickly. Kie, I saw you first. Yep. So I don’t have a project built out for say so yet.

is that imperative for this step of having the knowledge base or can I create that over the next day or so? I would just go grab some initial context from say so go into claude or wherever be like hey create an executive brief document that I can download and use for my so HQ and then build a folder in that just just do that right now in the next five minutes so that we can start to to build out with this Mark yes the AOC AICOS file has uploaded for me perfect but just a a note popped up and I just wanted to review it with you just because it may be relevant but it says that the plugin is installed and ready to use, but that it has to it just dis the notification just disappeared. So, okay. Yeah. So, you’re in a good spot. You’re you’re exactly where you should be.

Okay. So, let’s let’s walk through this process once because this you can go back through if you realize that, oh, I actually want to rerun this again and redo the onboarding. You can go and do this 50 times if you want later today. Like, this plugin is yours to use and customize and build on. In order to start customizing it, we’re going to go ahead up here and click customize. This is really important button to know about.

Top right hand corner, customize. And you can see all the skills that are in here. It’s a lot. We make these custom to our business. So when you click customize, customize the AI COS plugin based on my company. Now if you give it this company but you don’t give it a folder or any context then cloud seems like okay maybe I know something about you from your memory you may not have all the relevant information that you want to give it.

So say projects we just open up the new project right and I just opened up the the side hustle live right here. So, you’re going to want to jump in the project if you’re creating a new one from your cloud chat, but if you already have a folder on your machine, you can work directly inside of that folder as well. There there are multiple ways to go about this process and that’s what we are using this workshop to get the foundation set up so that you can start to actually build on it. Select Side Hustle Live. It’s going to give you something like this. And this is a thing that will pop up and will continue to pop up as you’re using Cloud.

It’s like, hey, it’s accessing files on your machine. Do you want to give it access to these files? You know, if you were working on like a company computer that had like super private client information and they have like things against using tools that could like access and read your files, you may not want to do this process. Use do do everything that we’re doing here at your own discretion with your own information that you’re giving Claude access to. and just be aware that Claude is going to understand and be able to read all the files that I’m giving it access to inside of this computer. Okay, you click always allow, it’s going to just just keep doing this.

It may ask me again later or whatever. Click allow. You’re going to go on to the next step. Now, where we’re at is we’re customizing this plugin based on my company. Okay. Next thing we’re going to do is click let’s go.

Okay. Once this happens, the plug-in installation process and customization process is going to begin. And now what will happen here is effectively an onboarding process for starting to implement the the core skills that are trained with this AI chief of staff and starting to customize it for you and your business. And you can build on top of all of the stuff inside of the folder. So, let me know. I’m going to watch the chat right here so I can see any questions that are coming in.

But for those that are are caught up right now, you’re not having technical issues there. John says, “Looks I can add a zip for my desktop and code. Should I try that?” Should be able to work. Or I see your hand raised. Yeah, just a brief question. I’m wondering can you explain or do you know the difference between adding files with the plus right next to the drop-down menu?

So, where you can select obviously it seems only one folder to give it context versus adding you know files and photos. is is there is there anything to that that you you’re aware of? It’s the question about like which folder that you want to work at and get started in. Yeah, I I understood that selecting the folder. I mean now it’s working on your end. I’m still, you know, trying to figure out which folder do I actually give it access to.

And it seems that I with the with the left part there is a drop-own menu and I can only add one folder. But if I have it spread out across, you know, several folders, would I need to use the the plus function which is right next to this drop-own menu? or is that, you know, what’s the difference in this? Do you know that? only done it where I’m having it work in one folder and then I’ve moved all my files directly inside of that folder and so like one is for like geni university operations the other’s for side hustle operations and so I’m just like building everything and keeping it inside of that folder so it’s focused okay so you basically put everything in one single repository and give it access to that yeah this similar way that how you set up a project inside of cloud chat you have the the project and you have all of your knowledge inside of that. But here we’re tapping into all the agentic things that cloud co-work can do.

Okay. So now we see my my AOS is starting to run. It’s working on it. It’s asking me questions. What’s the Side Hustle Live website URL? I’m going to say this is what it is.

It’s the social media handle, the YouTube handle. Anyone else on the team? And so it I’ve noticed even when we were setting this up with Becca yesterday, it was asking her different questions based on the some of the information that she already had and and sharing it. Who are the team members? It’s what was the prompt you put in? Was it just customize the AICOS for my It was the It was It starts with this basic prompt.

Customize this for my company. and I just gave it the name and then I just let it let it begin the process from that. Thank you. And and to reiterate, everything that we’re doing right now is to get the plug-in installed and start to build on the context that we’re then going to be able to customize from here. Because what you’ll be able to do to the setup completes, you can give it more information about your business. You can say, “Hey, cool.

Well, now you can access my email, my my calendar, all of this stuff. Set a a daily recurring task to analyze my new emails coming in and then send me a Slack report every morning of the top most important emails that you want to do. And then it will set up a scheduled task to do just that. This one one example related to email. adding the skill descriptions. It’s applying them to my business.

See, John, you were able to get via code. Good. Right here. Setting all the descriptions. Now, some people here are already using Obsidian for knowledge base. We add skills and other files to the project and just them in in use.

Evan asked, “If we add skills and other files to the project folder, will Akos ingest and use them?” Yes, it will. Do you highly recommend notion? I had it and then stopped. Is it required? I I it’s not required. You don’t need notion like all the stuff you could run directly on like your desktop and have like the local file stored.

And that’s where I’ve been building out my knowledge base with Obsidian. I also have it using notion. One of the things that stopped me from using notion was because it I would just get frustrated building and updating pages and doing the stuff to actually get it done. But then claude just took like a giant leap forward with their MCP connector with notion. And now like I have an entire outline of what we’re talking about here on one screen just for how I was using it just this morning. Hey, I’m hosting a workshop today.

Here’s the topic. create a notion document that has a checklist of things that I want to make sure we cover and then send Slackme a link to that when you’re done. I did that an hour before we were on here. I gave it that command and then I have a a notion document for like the SOP for running this particular workshop just on my screen on the side that I can I can build out. And so like if you connect your notion MCP with Claude Co-work, it will be able to create new pages. You can I I have like a whole bunch of like u contacts that I’ve saved and updated inside of like a CRM that I built in notion.

I say I built it told cloud code what I wanted cloud co-work and it was building it for me. So not not a requirement but notion can be a really powerful platform for like hosting company knowledge bases and resources and such managing projects. I know Kuvall for say so use notion extensively for software development project management but maybe you use a sauna right or maybe you use clickup like there’s other other programs that you could use right now and George asked am I using both notion and obsidian yes I am I ended up going with Obsidian for where I wanted to keep all of my specific like day-to-day persistent memory and stuff being updated as I’m building this stuff out. And I decided to use notion just keeping it more for like creating like the documents and the things that I’m going to want to reference and share in my CRM. But also realize that Claude Co can update both simultaneously if the task requires it. So, I’ve been kind of like balancing between the two over the last few weeks and I am using both currently right now.

Each are a little bit different way. We see. Okay. So, we’re now we’re moving on down. It’s business context and the context MB. So, it’s like learning the context about my business.

It’s already recognizing. So, like this is where if you’re in your MCP connectors inside of your your cloud account in general and you already have all of your MCPS connected like Gmail, calendar, all of those things, you’ll be able to work with those directly right here or you can work with it to add additional ones. So, now see a few top commands. We have like a morning brief command for checking on stuff that’s happening today. Google Calendar, Gmail, all of this stuff is customizable as well. Y’all want to re-emphasize that with how we’re going through this.

If something looks like, oh, that looks useful, but what if it can do this? Could work with Claude to update the skill and update how it operates to fit exactly how you want it to work with you. Okay, that Hey, Darby. Yeah, I’m still stuck. I downloaded the AICOS and I’m back at the browse plugins. When I go to browse plugins, I don’t see it anywhere, but I see it in my download folder.

How do I get that since I downloaded it? Can you repeat where like what you’re seeing? You’re seeing it at the the download plugins section. Yeah. So, now I’ve got skills connectors. Then I have personal plugins with a plus button.

And then I have browse plugins. So I’m way back. I’m pretty far behind where you guys are, but when you guys Yeah, that’s fine. So you’re I’m just going to jump screens real quick. And so as you guys are building this out, what Claude co I’m going to jump right on that Julie, but for everyone that’s here, we have one basically a task that we just use to set this up. Okay.

And so that’s what this task is doing. As you go through to like delegate and set up more tasks, you can have multiple tasks running simultaneously, selecting task and then having Claude do the thing that you want it to do in reference to that fire file or folder that we’re building it out from. Julie, you said you were now back in here and you see the personalized plugins, correct? So you see a screen that’s like this. Yes. Yep.

I have personalized plugins. So, I hit the plus button right there. Does it say create plugin? it says browse plugins and create plugin. Click create plugin and then click upload plugin. Got it.

Drag and drop. So, or I can go to my browse files and then go to my downloads. Yep. So, go to your downloads and then the the AOS Marcus plugin v1.3.1. Okay, I see it in my downloads folder. Hang on a second.

But it’s not 3.1. Got it. Upload. Okay. Got it. Thank you.

You bet. So, go ahead and go through that process. Upload the upload the file. Okay. And then once it uploads, you’ll see a screen like this. Got it.

Or right hand corner. Yeah. Can you just give us a context like what is AICOS? What is it supposed to do? Just give me context of why I have this on my screen right now. What’s it going to do?

Yeah. So the AICOS is AI chief of staff. And this is like the operating system that I’ve been using to work with Claude Co-work and customize it for myself to be my chief of staff, keeping on track of things on the day-to-day basis, managing email inbox followup, e partner communications, projects that I’m working on actively, and my communications between Slack, between Gmail and and that that being like the the initial thing that I would setting it up for that’s most useful for anyone here that uses email and wants to stay top the email stuff that’s happening with them. The chief of staff also acts as a a routing agent. What I mean by routing agent is that you give it an instruction and it’s trained to know or to delegate the instruction to the proper agents that are using the skills and connectors to do the thing you want them to do. So think of every individual skill as like a super specific skilled AI agent.

So the AI chief of staff is designed to help delegate to which agent is going to do whatever that agent should do based on what you’re telling it you want it to do. Okay. And this is something that you built out and we downloaded. If there are any changes to it, is it going to automatically update or do we have to go and get updates and then redownload it and replplug it in? So, the way it should work is that now that you’ve downloaded and saved the plugin to your account, you should be able to update the skills and create new skills that will save and be customized to your account. Got it?

So, as long as you have this folder as a starting point, you could spin this agent up and use it for you can use it for multiple different projects if you wanted to. but you can also think of whatever sort of workflow that might not be covered exactly in here and then have all of the have this AI chief of staff help you with creating the skill to accomplish whatever workflow. Got it. And then we would go in and write that ourselves or drop in like a Loom video. This is me doing S XYZ here. create an SOP and then I want you to do this and we’re going to train it to do these specific tasks for us.

Exactly. And so we’ll give an example right here inside of the customization template that I have. I’m going to use a a a voice to text to just not type this. I use a tool called Whisper Flow. It’s a super popular voice dictation tool. And like most of my day when I’m working with Claude and like inside of this instant just how I operate with it is like cool.

Okay, I need this to happen or I need to like set this sort of weekly recurring thing up. I’m going say okay this is great. Now, what I want to do is set a weekly recurring reminder on every Friday at 10:00 a.m. to connect with Uval and check on an update with how Seeso is doing and how Franco is doing and about to die. Do this before I have a low battery notice on my laptop. That would be less than ideal.

There we go. Perfect. So like an example of a command of like I’m like okay just I need this reminder like dend to me but I want you to write like a notice of like sending me a slack message that I can I can share with with Kuvall every week and any key points that I should know about sayo.com based on anything that was relevant that happened to their business that might be a signal that would be useful to relay or share in the real estate industry. That’s what I’m saying. Like you can almost get the stuff to do anything with you. So like how creative and you get with whatever you want it to do now.

And like I mistyped this thing right here. If you tell it to create a recurring scheduled task for you now like these can get like pretty elaborate when it when it comes down to it. like you can because you have it having access to all the different connectors, all of your MCPS, you can have it scan your notion or your Obsidian. And thank you, Bruce, for the the note about the difference between Obsidian or Notion. I was a heavy notion user before and I’m migrating to Obsidian, but I still find there’s some use for me in building out Notion, especially when it comes to like human project management. and so what I just did was I gave it this command and so immediately it, let’s see what the result schedule.

So it use the skill to schedule and it’s researching askso.com. I hope you don’t mind me sharing say so as a as a demo here, Kooie. No, not at all. you know, like we we have been working on projects for a year now. And you know, it’s constantly updating on projects, staying on top of communications. I don’t want to forget about stuff.

And so I’m like kind of like, okay, how can I delegate on communicating with one of my partners on things that I want to make sure that I stay on top of every week. So I’ve got the context. It’s going and researching it. This is an AI real estate coach sales. As I’m doing this, a lot of what I end up like finding myself in a position of is I’m like, “Okay, I’m watching what my assistant is doing. I’m making sure that it’s doing the right thing.” Just because it goes fast, doesn’t mean it’s going to always go the right direction.

And if if you’re giving it an instruction and it comes back to you, he’s like, “Okay, it’s so this is a a financial tech firm that does investments for people in, you know, North Dakota.” I’m like, “Okay, that’s that’s clearly not the right person. Something is off here.” So, I’m I’m watching and I’m making sure that it is doing the right things now. So, I’ll update like the name and stuff as it goes. But what I can do is I say it’s like all you can give it multiple and this is what you can’t do in chat right now. You can’t just give it multiple things and instructions to do at once to just start executing and executing and executing on top of that. And now cloud opus has a million like context window.

It can it it’s expanding so much that like in one of these chats you can keep these threads going for a s a very significant amount of time. So now what have we just done? We set it up a a daily no I’m going to say it’s not so. And so I’m just giving it that. And so now the weekly task that I did, search a fresh news on asko.com. Pull three to five industry signals relevant to AI coaching companies.

Draft a short casual Slack message to checking in. Present everything to review before anything gets sent out. For me, I do not want my AI chief of staff to just start sending out a bunch of random communications without me kind of like doing a QA and confirming that check. But I can have it draft and get to the point where I can come in, review, and then send. I do the same thing with Gmail drafts. It’s like, “Hey, go research like five Austin companies that we’d be good to to touch base with this week for X, Y, or Z purpose.

Want to go in like and then once you research them, create like a like a a draft email that’s in my like this my style guide and and how I would approach this.“ and it’s going to take that context from we’re building out our knowledge base. And so it’s updating the task and then all I need to do is jump in my Gmail, review it, and then click send, right? But then it’s like, okay, cool. I just sent out 50 emails on a Monday. I want to have some sort of regular recurring task. We were talking about, you know, some of this, it just updated all of this here.

Now, what I’m going to do is I’m going to check that this task and confirm that it was made. So, I’m going to check scheduled on the lefth hand sidebar. It didn’t update the actual name up here. I’ll update that. It’s not a big deal. But you can see that this project is now it’s it’s it’s set up inside of the side hustle live one.

And so, whatever project that you’re working on inside of I’m bouncing around here. trying to to point where I’m going. Because I started this entire chat inside of Side Hustle Live, it’s going to be using that folder as context and as reference for like what’s going on there. And I can check all of my different scheduled tasks. And some of these I paused because I realized I made them and I didn’t actually need them to be set up exactly. So some of them were paused, some of their some of them were completed.

But now I have a weekly check-in and it built the instructions for what it’s going to be doing every single week for for me to do. Okay. Is that is that is this is this flow for scheduling tasks inside of is this is this landing is this are you guys seeing where this can apply to what you are are doing just one key strategic partner but if I have a database in my notion or just on my file folder here’s my top here’s my dream 100 client list every single week I want to be making some sort of touch base with them right if that’s a serious initiative of yours you could have Claude help you with doing that and staying on top of that cuz like who wants to make a dream 100 list and then by week two you forgot to follow up with 75 of them and by week four you might be only reaching out to one or two a week and you just forgot to to reach out and send emails or follow-ups to everybody here. The same thing can be done for a newsletter as well. So I’ll give you an example. I’m going to go back to a new task.

I’m going to select the project I want to work in. Select Side Hustle Live. I’ll allow. And then I’ll say, you know, that we run a comedy game show for entrepreneurs. I want to send out a monthly newsletter to our list of entrepreneurs that subscribe to play our game or have come to our shows to give them kind of like a a monthly pulse on what’s new and what’s happening with Side Hustle Live as well as different founder related comedy and u connection events that are happening not just in Austin but in like major city hubs around the world because we may eventually be like doing a world tour and I want to continue to cultivate my list with a monthly newsletter. So, I just want the information to be relevant for stuff that’s happening in the industry related to things that our audience would like.

So, anything that’s new with stuff like Shark Tank or other entrepreneur pitch events. And I want you to do a a monthly recurring newsletter that we can review and then send out to our list, but do the research, write it, and then draft it for me. and then make sure that I get a copy of that sent to me in my my Slack channel so that every month I all the content ready for me to rock and roll and review. another example of how if I have this idea something I want to do on a regular basis and give it the example and it will help me with staying on track and not forgetting that hey every month we’re doing this newsletter at this time I’m going to help you with the research and this is where a tool like fire crawl can be helpful for doing that sort of web scraping now once I set up the schedule task once I just need to make sure that like all my schedule tasks are running and then I let my chief of staff handle like the reminders and the followup and the drafting of this information for me to review before I go and press send. So s you just asked about the newsletter. You can you can configure this in any way.

It could be a daily newsletter like every day I want to do a bite-sized easy to comprehend topics around my industry topic that I’ll send out to my client list. voice channel. I want to send a DM to me. Let’s do the first of the month. Let’s do a quick hits and customize that as much as I really wanted to. If you have a framework for how you want all of your newsletters or your client communications or anything that would go out, you could give it that framework or that template example.

Say, “Hey, follow this example. Hey, I always open up with this. I follow up with this type of content and then it’ll go through and start to build out those different scheduled tasks. And for for me, I have it run a daily one that tracks what is being updated in my Obsidian from what happened like yesterday and the key key things that I don’t want it to forget like scheduling our our hackathon for next weekend that we’re going to be doing this buildout in person. I was like cool. I was I was coordinating with a a number of different people that I was wanting to invite to that event.

I wanted to make sure I didn’t forget about it. And once it gets done with this, the way that the one of the things I like so much about how now that Claude Co-work has dispatch to me, this is a big unlock for how I can even operate with these tools as I’m going about my day-to-day because like I don’t know about you all, but I I don’t really want to have to always go back to my computer just like to like give and work and and and give these commands and stuff, the tools, and I wasn’t about to go down the OpenC path because I could still use cloud co-work and cloud code for a lot of what I needed to do. But now with dispatch, I’ll open up that screen next. Once you sync your phone, if you have the Clawed app on your phone, you can sync it with dispatch, which means that if your machine is up and running and you’re out on the other side of town at a cocktail party or you’re meeting up with a client and then you have this idea like, “Hey, I need to remind me to like do this or draft an email out to XYZ client about whatever.” You can send this to dispatch and then dispatch is going to be using if you don’t have an AI chief of staff system like this set up, it’ll still operate that same way. But here we’re customizing it and we’re configuring it so that it works for you. So like Kuvall, you’re obviously going to be using this for sales related stuff.

When it comes to sayo, when it comes to real estate, you know your workflow way better than anybody else knows your workflow. So like what are you already doing then? How can you operate? And what were you maybe going to hire somebody few hundred bucks a month even to just do on a regular basis to to bring you like leads or potential leads that you’d want to reach out to? How could you set up and take a little bit of time to get an automated workflow set up here to where now anytime that you see like a signal or something happens and I’m going to cover dispatch in just a second. Dr.

Nikki, now the the speed at which that idea can hit your head and you can have a drafted message ready to send out or hey, we want to interview you for a podcast because we love what you’re building. Can you send me a quick file or a press release about what you guys are doing? You’re like, that’s a good idea. Hey Claude, can you put this stuff together for me and send me an email draft with a Google doc that I can share with somebody? And then it’ll go and do that stuff. And while you could be doing that stuff, if you can get your chief of staff to do it in the same way that you might, it’s going to take that off your plate and it’s going to help you stay ahead of it.

So, I saw your hand up first and we’ll go to Dr. Nikki. Just quickly, Darby, I’m I’m I don’t know if I’m behind or maybe a little ahead. I was just wondering when when this went through, is there a way to add skills to this plug-in? So, I again I don’t know if if that’s something you’ll cover or you know at some later point. I was just wondering because you have so much stuff put together and one aspect would be take what you have you know given us just now and change that or maybe add to that you know stuff that I need or you know in my own flavor.

Yeah. Absolutely. I’m I’m not Well, I’ll double check this real quick because I’m not I You may be able to add skills to the plugin that’s saved for you, but you can also add skills directly to your Claude account that your chief of staff will be able to reference, too. It’s like the same way that you would be able to build skills before that’s the case. But, okay, just like as as this is coming out, if I wanted to turn this into a skill, I could say, “Okay, this is awesome. Can you go ahead and turn this into a skill for me that anytime I want to create a new newsletter for myself or any of my clients in the same format, I could just create a newsletter skill execution skill.

The skill of building skills that can build skills is where I mean like it just opens up more how more possibilities for how to use these tools. And as I’m running this right now, I’m sorry to I’m saying as I’m running this right now, you guys see it’s happening right here. I can click send. I have Slack opened up on my laptop. I’m not sure if it’s going to show it now. It’s not going to show it right now.

I just got a note like my my Slack literally just came alive and like the message that I’m about to send right here is open inside of my Slack account. It’s like it’s happening in real time to be able to like end that communication. For some reason, it didn’t work. So, I need to double check on MCP connector. I’m not sure why it didn’t work out. send it.

Won’t get hung up on that. It already sent it to my Slack and so I think that might be why it’s having some sort of issue, but Dr. Nikki sorry to if I I don’t know if we finished up your question. Yeah, not not quite not sure if if you have an idea on on that. So, if I add this as a skill, through the regular process of adding skills, I I didn’t find a way to explicitly tie it to the plug-in. And that’s what I was wondering about.

So, so setting up a new skill in the regular way is, you know, either upload it or or use claw to build one. and I haven’t found a way to explicitly give it as context to this plug-in, but I might overlook it or I I haven’t seen it. Anyway, it’s not through editing the plugin at least. I haven’t found that. I I don’t know right now. I mean, again, this is one of the first plugins that we’re building like this where like I’m giving you all these skills directly.

It may be a limitation that you’re not just able to edit the plugins that you bring in, but this plugin’s in your account. So, you’ll be able to use your chief of staff skills from this plugin in conjunction with other skills that you have. And you should be able to update the things from in here, but that’s a good question that we can explore. I I I think I just found a way because you can if you say edit the plugin, you can add with the plus button, you can add skills, connectors and plug additional plugins. And if you then I suppose if you then add that specific skill and then go through the process of editing it again as we did before, then I suppose it’ll you know pull that in as context. That’s just my guess now from from how how I see it here in the front end over here once this it’s done building the skill.

But this is as you can see it’s building a skill right now based on the instruction I gave it. And for me it’s just a habit that if I do something that I know I’m probably going to use again. I’ll have Claude turn it into a skill. It’s created a skill for me right here. During weekly research run now places read only drop the skills engine folder into cloud skills for easy install. I’m say yes please and claude install it.

I know Nikki you were asking about the dispatch and so we’re going to get into that and how that that kind of works here in a second. Did you have any other questions? I saw you raising your hand. Yeah. So, I love this idea of creating a a newsletter and having it do the research and scheduling it. I don’t use Slack.

What would be the right is there any other way to organize it so that it sends it to my VA and she’s able to put it in go high level which is has our newsletter and our brand style and all that or Yeah. So e either you would like have send it to your your VA via like a Gmail. Just hey like write a Gmail draft an email to va drniki.com. I don’t know what what what the email would be, but you could send it just directly over an email and be like, “Hey, this is the newsletter. Go ahead and do this.” But I would like challenge you to take it a step further and take some time to go and actually connect your GoHigh level MCP with your Claude account because then I haven’t tested it with GoHigh Level specifically. You could say, “Hey, go and schedule this as a newsletter, as a draft in my go high level account, and then have Claude just set it up directly so that it’s immediately inside of your GoHigh level and it would be like newsletter template.” So, yeah, Nikki, I’m actually doing this very thing right now.

And so I’m I’m just to kind of I know I don’t want to steal the show here at all, but I use my VA because I have a VA as well and she does all the research and pulls the content together and dumps it into a file on her on her platform and I can download that MD file directly onto my terminal, my desktop. And so I then use that to customize the newsletter inside of GoH High Level. There isn’t that I know of a way to get it to actually create the newsletter in goh high level because of the drag and drop type feature of creating the the email template. but in terms of getting that content to you, the VA can create and dump it to you quickly. Well, I’m gonna I want to use Claude to create the content because Claude is using it. My VA uses Claude to do it and then send it to her via email would be like what I’m hearing if I don’t use Slack.

Is that just Well, it she sends me a link and the link is literally on her platform and it downloads in like less than a second to my to my desktop. Cool. Okay. I’m I’m going to make a note on top of that because one thing that we haven’t got into deep here just yet is Claude Chrome. And what Claude Chrome is, the Claude Chrome extension gives you the ability to use Claude as a Chrome extension directly on your desktop. Just a couple weeks ago, I connected my Web Flow MCP with Claude.

And so I was able to push blog posts directly to Web Flow without needing to go to Chrome. But before I did that, I ran into an issue where the blog for our side hustle blog had like not really been functional at all because we hadn’t put any time or energy to it. And every time I got into trying to configure it the right way, it would just get frustrated and I just would stop because I didn’t want to waste time setting up this like the basic blog stuff. Claude to help me configure the blog and claude Chrome. It gave me the instructions on how to do it. And then I gave it to Claude Chrome and it actually built and like figured out and and took screenshots and troubleshoot how to build and optimize all the containers in Web Flow to build the blog out and then it it worked and then I was able to push stuff directly to there.

What you could do, Dr. Nikki and and Mark, you maybe this is something for you too. You could have Claude get you this document and like, okay, cool. Now that this document is here, go ahead and add this to my go high level exactly where I need it to be and then have it go to Claude Chrome and then copy and paste the content and like literally like follow along that process. Unless there’s like some sort of blocker on go high levels front that like prevents this from happening which I I don’t know if they would have that like an issue with like cloud navigating your browser like you could literally have Claude like go and control a Chrome tab and like be pace build setup they set this email to go at this time like would I would check that out and and see how what’s possible on that front and what we see right here in my screen that we’ve been watching built the skill. It’s downloaded the skill.

I’m giving it access to preview the file and maybe it’s not working. So, I’m going to save the skill. Not working issues. I don’t know what that means. You might need to reload it and relaunch it with the update. That might be giving you the glitch.

Let me do that real quick. But, good to see you, John. Bruce, you’ve been involved in MCP and go high level as well. I want I want to move into dispatch now too now that we have like an idea of like how to set up some scheduled task and and and do certain things because found that just inside of the dispatch interface you’re able to delegate quite a bit stuff that you can just delegate again and again and again and have it spin up multiple agents to do the stuff that you’re wanting it to do. You guys can see my I’m back. Not working right now.

I don’t know. I guess it didn’t relaunch. Restart my computer. So, segment now on dispatch because we talked about getting your project set up. Everyone here has gone through getting the their AI chief of staff like the plugin installed. You can build new skills on it.

You can continue to expand on those skills inside of the folder you’re working on. You can add them to your Claude account directly. And what happens whenever you want to go and like hang out with the family or get away from the computer and then you have an idea that you want to delegate to Claude or you just want to go to the gym, but you want to keep working with your assistant to do stuff and manage stuff that you do you got going on. just before this call like you can see some I’m not going to scroll all the way through all of my history on this dispatch. I’ve been working on feedback loop that will and you guys will see the the the actual results of like what I was working on before this workshop and thanks big Jason for the idea not just like getting a feedback from like how the workshop went but also like what skill do you want to learn how to build next and so I built a form set up a form with Google forms and I set up a Google sheet and then I set up a Google app script that links up with my Slack channel and then my Obsidian. So, every time and this is after this workshop, you guys submit the stuff.

It’ll be my first time testing out this specific workflow. You’ll submit your feedback, you’ll submit the skills that you want to build next, and then I’m going to have that trigger a skill builder loop to understand how we did in this workshop, how can we do better, and then identify what are the top skills that everybody wants to build. And then I’m going to have my skill building agent my my chief of staff skill building agent like identified that’s the skill that we should be building and then wait for my command to execute the actual skill development of that so that we can bring that back on like a Tuesday workshop and help you guys install additional skills that in that regard I see that I again like thank you big Jason for the the idea on that but like think about what that could do for like your like if you work with coaching clients or consulting clients and you’re gathering feedback that like, wouldn’t it be cool if like we could do this or could you help me do this or I’d love to be able to do this? There’s still like steps that would need to be taken from someone submitting an idea to then actually building out a workflow that could be useful by them. W’s just helping me set this stuff up and I was just talking with it inside of dispatch and it was going and configuring writing the Google app script code and and now I I could say like what was another thing that we were we were talking about like email assistant like management so checking your email inboxes daily flagging like key things that you want to stay on top of for your projects that you’re managing. So, I would say like, hey, for my RIFF chief of staff, I want to make sure that we’re doing a a daily email triage, inbox execution.

So, following the skill that we’ve provided inside of our account, making sure that every day we’re getting a daily briefing on all the new emails and the emails that need our attention directly. And for any emails that can be proactively drafted of responses to, go ahead and draft those responses in context to all of the knowledge that you know about our clients and how we approach and solve these problems for them. And every day we want to make sure that we’re analyzing our feedback and our results and then, you know, taking proactive action on ways that we can continue to improve our system. Something I’ve been asking it more and more is like as I’m getting it to stuff I’m like find a way that we can maybe even make this better and then like let’s make it better and let’s update our memory to make sure that every single time we do this we’re learning from it and that we’re building on top of it. And it’s it’s just something that I’m getting in the habit of interacting with my assistant and like having it updating my Obsidian knowledge base so that it is like, “Oh, and by the way, today or at an afternoon you have a client, you know, pitch for this this offer that you put out there. I just want to make sure you’re prepared for that.

Also, you have the the workshop that you’re hosting. Also, you have these three action items that are overdue from four days ago. are those still relevant to you? I’m like, oh, I missed that because I was on the road and I did didn’t do something and I like but it needed my attention and so, you know, I just was like, okay, cool. But that stuff is like in the the consistent reminders for stuff I need to stay on top of. And so now when I’m in dispatch, I can have this happening.

I’m not going to walk away from y’all here, but if I wanted to go for a walk and I wanted to like build out this side of a chief of staff and like refine this skill, I could just open up my Claude on desktop on my app. And when you open it up on your app and you open up I don’t know if you guys can can’t see it because of my cool background, Zoom. you sync it with your claw desktop and now you have it as like a remote control on your phone. So you know again as long as like your computer’s operating and cloud is on, you can talk with it anywhere. You know, maybe that’s where it makes sense to have a Mac Mini running 24/7 with all this stuff and you’re you’re doing it there. Or I mean I’m I don’t just keep my computer on overnight, but if I wake up in the morning, say, “Hey, run a morning brief.” it’ll just go do that while I’m making coffee or going for a walk or doing something of that nature.

But often the and now it’s it’s coming up with a a blocker right here for what it needs to do and it’s it’s giving me all the instructions for how to build it inside of the connector connectors in the registry. Let’s go to tab sorry in box. We’re just going to say But with the the thing I was going to say was with Granola, we’ve talked a little bit about Granola being like an AI meeting notetaker. I’ll go for like a morning walk and like I’ll talk with myself as if I were talked in like delegating to a chief of staff person. Hey, this is stuff happening. This is what I want you to update your your memory with.

This is something that I want you to keep in mind for what’s going on today. This is some of the big ideas I have that I want to make sure that we stay on top of. the granola translate the the tr like whatever I’m saying right there and then by the time I’m back home from finishing my call with granola I can open up claude and I can say hey via the granola mcp pull in this executive brief from the morning walk and like execute the action items that are on there and then it it connects directly with my transcript from from from Granola. So now it’s it’s taking this in and it’s it’s going to start building out this next deal. Darby, do you you have a like do you get on Granola’s app or something and start a meeting? I usually Yeah, I’ll just get on the app like I have it right here on my phone on on my home screen, but it’s just on the the bottom bar.

like I I’ll see all my notes and stuff for the day, but then you just click like start a new note and and I’m just like talking to it right now and then once it’s done it transcribes the note and then that is in granola and then I can just give it action items to do that. So like like yesterday at the end of the day I had it like debrief on like a handful of client and project calls and I had it update my Obsidian and then now I just like ask the the chat and my Obsidian folder like okay cool this is what we’re at with this project now make sure that I stay on top of these are like the key priority type of things and then it’ll either create a recurring schedule task for it or it’ll like make that every day that I’m staying on top of it if I’m instructing it to follow that type of Alli said does her laptop need to be using dispatch. I think I missed that part. Yeah, it does. So, you have to have your your cloud desktop on on the app in order to use dispatch. you know, at least for me, it gives me a way to not have to be sitting down at the laptop if I want to continue like a thought beyond, you know, just working inside of cloud code or done something to it co-work.

But speaking of cloud code, all the work that we’re doing here in cloud co-work is using a lot of the same technology that cla code is built with. when you say like I have an app idea that I want to start building and I actually want to like build and develop it out. Cloud co-work will actually like help spin up a cloud code project and then you pretty much just need to set up a GitHub repository that you want to build all the code in. And for those not familiar with GitHub, it’s just where you store all of your code that you can access. So you can keep it private so that only you have access to it and then you can use tools like netlify or cell to deploy it. Select cloud code my co-work can actually send tasks for me to start to build out and you know develop things inside of cloud co-work.

So if anyone has seen like the the Geni University website from this week, spent some time using Claude Co-work to kind of like refine like and do some research on the idea that we were going to be doing and then I created a Claude code project basically built all the code for now what is our current website and I just copied and pasted the HTML inside of Webflow and like there it was. It took iterations back and forth and and working with it and a lot more like code specific type of things. But like the more that I’ve gotten comfortable with using Claude Co-work and like where this fits into my workflow, it the less time I’m spending with Claude Code right now just because a lot of the stuff that I’m building, if I’m building like email, inbox management, communications, and that type of thing, I could just talk to and create the things that I need with dispatch inside of co-work. and then I’ll migrate them over to code and start to likely build an app the situation calls for it. Some people may just like be super comfortable with cloud code too and and just run with it. And I think with claude ode you also have the ability now to use dispatch and so you can use claude code in the same way that you’re they were using dispatch.

So you can like delegate a coding project like Bakui if you had an idea for like a say calculator that you didn’t want to take Franco’s time away from to focus on but you’re like oh this would be really cool if we could build this for say so and then you just had an idea like you could initiate that inside of dispatch and then start to build out a repo that you could then share with the with the dev team later on down the road whenever you’ve refined the idea understand better and you say move to a project from co-work code to develop Yeah, like if you’re going to like build an app of any sort and like code anything that you’re going to want to like deploy, I would say that claude code is is still the best place to work and build that that. But for like everyday use of stuff, not needing to like build out techn I mean this that this that’s my approach with it anyway. I’m sure there’s other opinions about how you could potentially use either either of them, but I find that cloud code when you’re working directly inside of it for an app is still going to perform better for building out all the code. Dy, this is this is awesome. I have the chief of staff set up as in the say so project and the question is if I have two projects so I have one for Anderson real estate group one for say so can I ask the Anderson group project to also customize the AI chief of staff and it would have its own separate instructions or knowledge base for Anderson group and then the so one would remain untouched as long as it’s in different folders on my desktop. Can you repeat that one more time?

So you have the you have two two distinct projects right? Anderson group and you have so Yep. Yep. And so the question is can I ask inside the Anderson group project to customize the chief of staff and then I can have the chief of staff for Anderson group and then chief of staff for say so. Yes. Cool.

Sweet. So by just to clarify by asking the Anderson group project customize the AICOS it would be a completely like new set of instructions that say’s AI chief of staff would not adjust its settings to the new ones in Anderson group so cool could be could be a little wrong with I mean I’m wrong a lot tried my best to not be wrong but don’t definitely don’t know everything with how these tools operate. I’ll let you know. But know if there’s not like an easy way for me to change the name of the AICOS or has anyone done this. I’m just curious like I big Jason I don’t know if you have a if you’re able to come off because I I know you you have had a similar situation where you’ve built like a a cloud bot for multiple different clients and so and you found it made sense to have distinct different cloud bots and any any input or any thoughts on that? yeah.

I just tell Claude that I wanna I want a project specific to X Y or and Z. So I have like So in cloud code I have BEM breakthrough email marketing. That’s the main one. And then TFH for truly free home is under that. Guitar method mastery is under that as they’re all as little projects underneath. But the main vault is BEM and they can all utilize skills all the skills that I install and and yeah and Claude will actually if you want to if you want to focus on one client cloud will actually create a kind of like a redirect for you.

So like I just type in BM then it directly goes into my main master BM project. If I type in GMM, when I in terminal, it’ll load Claude directly into my BEM project. Are you using Obsidian still for your local Yeah. Yeah. Yep. Would those be separate vaults in Obsidian or one vault with different?

You could do it both ways. Jonty question. Oh, thank you, Big Jason. Jonty’s question is specific plugin or connector for Obsidian. I connected a notion but a different info in Obsidian. I haven’t found in any of the customized options or something I need to build.

I just connected mine directly because it’s on my desktop. I’ve connected it directly with there. I haven’t got an MCP connector set up with it. Some for some reason I thought that there was an MCP connector out but I wasn’t able to get one set up. I don’t know, Bruce, have you explored that or do you know if there’s there are connection for Obsidian cloud code MCP? Is that what you’re Yeah.

the question? Yes. so yes, there are a couple different community ones. but frankly, you you don’t need it. because you’re if you’re running on desktop, you’re writing reading and writing everything directly to your your local MD files. So it doesn’t doesn’t really need it.

there is is however an Obsidian CLI that’s now available. So if you’re running Claude code, you can just tell it to run CLI commands and that will save you tokens in Claude. if you want it to, you know, search search the vault and do some things like that. But you really don’t even need it. cloud code just reading and writing your local files. I did find that it was useful for me to go into Obsidian and enable some of the viewing software so that I could see like PD it could show me PDFs and it could also I added like a JSON reader.

So if if I’m looking at a a file in Obsidian and it’s got, you know, more than Markdown, it’s got PDFs and DOCX’s and and JSONs, then while I’m in Obsidian, I can I can read those files and not have to go find them on my Finder and open up another app to view it. So I I just like working all in the Obsidian environment when I’m, you know, looking and trying to read things just because it’s easier to read than trying to jump back and forth. But like I said, you really don’t need it to to work with cloud code because it just read and writes natively to your local files. Thanks, Bruce. That was one of the reasons I I was starting to use Notion for a lot of this stuff and then I realized that I was getting frustrated because sometimes like the notion MCP just didn’t work and I was like I don’t want to be handcuffed if like notion MCP is giving me trouble but that’s where everything is stored. And so that’s why I started making the the migration to Obsidian.

And it took a little bit of work to get the initial Obsidian set up. I just I worked with Claude to help me getting it set up and and getting it off the ground. And then once Obsidian was working now and I would just update and and modify and edit things there. And so now I have like the operations brain. And I have the they call it like a soul soul file that I made to give it kind of like a personality how it should respond and act and you know understand what it is supposed to be doing on a day-to-day basis and then that those files for the the persistent memory so that every day when I’m getting new information George’s chat post was was spot on there kind of echo what what I said directly Okay. And a lot of the challenges of learning Obsidian before AI were like you know how do I want to set up my vault?

you know how do I organize it? You know just a lot of the stuff about getting around was was challenging in organization. Now with with cloud code you just tell it you know I want to make a knowledge vault. I want to keep track of projects. I want to keep track of you know some persistent business memory. I want to keep track of tasks and you know it’ll suggest a a plan and then you can adjust it and then say go build my vault you know so a lot of that stuff that was challenging before is super easy now when you have cloud code or cloud work co-work either way.

Yeah. And that’s like again with like how fast I mean I feel like just the last few months even with like the ability for Claude to work within these tools and help me build has been a big unlock for me because I would get stuck at trying to like build out my notion or go and build an obsidian. I was like that just does that sounds like hard hard for me to just wrap my head around. But then it’s like oh well now Claude can help you with writing instructions and building out all of that stuff. like I’m just making sure that like I’m clear on the direction that I actually want it to go first and like that’s where like the architecture mindset comes in and like spending the majority of your time on like what does the system actually need to do? What’s my goal?

How do I want it to work for me? And it may not require hundreds of different skills to do that. especially if you’re like what are like the the two to three things that you work best at and like Becca you were saying like if you could offload the stuff we were just talking before this call like oh well if I could actually not have to do the the 80% of things that I don’t want to do and I could focus in my my 20% of where my zone of genius is like what are those to you it’s going to be different for everybody right but spending the time thinking through that and like that’s where like even like daily if I like have like a busy week and I was like man this week was super stressful or like this was like a crazy week and like some really good things happened I can talk to my granola and just be like okay here’s what happened here’s where I’m at this is my thought pro what initiatives we have this is the the things that I’m contemplating and then I can sync that directly with you know my claw and then adding it into my obsidian and like give it like hey I need you to give guard rail so that like, hey, for this next quarter, following my EOS, you know, rocks that I’m doing this quarter, make sure I’m actually staying on track or flag stuff if it’s coming up and it’s keeping me off track. And also make sure that all of these key partners are like in constant communication with and I’m not dropping the ball with who I need to be speaking out with. Like it can be as simple as that and just making sure that you stay on top of the stuff. But like proactive communication and having these things run daily scheduled tasks that like run based on like what happened yesterday, this is what happened today.

Here’s what we need to do to move the needle forward tomorrow. You know, for me it helps keep me on track in a lot of ways and you know, stay more focused on the things that I need to be focusing on. Bruce sharing a recent big aha. Stop telling Claude what to do. Instead, tell it what I want in more detail. But for anything new, always start with the plan mode before starting to execute.

That’s a good tip. they have like a ability to plan versus executing. Like build the plan out, refine it, ask yourself on it, audit yourself, you know, find any holes in this plan that might might be happening here. Like, yeah, I’m I’m really glad that like the plug-in worked for the majority of us here today. Obviously, there’s some some clawed stuff that was set up with it, but like I would even find with with any AI stuff, it’s like you run it through once, let’s double check the work. Let’s make sure that it actually produced the thing that we want versus just assuming it got it right the first time.

Like, it definitely didn’t get this plug-in structure set up right the first time and putting this together. It will get better more and more as I build more of these types of of plugins and resources now that I’ve learned how to how to start and kind of go through the process. But, you know, if you’re not having your AI double check your AI and then giving like another look and making sure that you’re not missing something, then like there are things that could just like slip through the cracks that you may want to still be aware of because at the end of the day, if your chief of staff goes and does something on your behalf, a human, and then it comes back to you because you told your chief of staff to go do something and you’re like, why did they do that? That’s silly. like well so you’re like the responsibility still comes back to you in my opinion like you’re still the one that’s like responsible for like you’re deploying these tools and how you’re executing them and I was listening to some people on I was reading what some people were saying about like on social is like Dennis you was mentioning is like it’s like having Dennis you does like a bunch of SEO marketing stuff has for a long time and one of the things he said that stuck out was like it’s like having the world’s like smartest assistant and also at the same time the world’s dumbest assistant that you can also train to get smarter too. But kind of it’s kind of true because like if it’s doing the things and it’s doing them fast but it’s doing them super sloppily or like 50% of the way there and it’s getting them done then like you’re you want to get to do it better.

And if you give it examples of what good looks like, the chances of it producing those good results again and again are going to get better and better. But this is not like a set it and forget it type of thing. It’s a every day let’s check back in. Let’s see what ways that we can improve it. You work and how you operate. And like if you write sales emails or you do like conversion copy or you write ads and you’re putting out a bunch of just like generic like AI stuff that like you just decided to like not review before the AI is like putting it out there as you start building these tools and you wonder why like your conversions are be it’s like let’s take a look what’s your assistant actually putting out there.

What’s the content look like in the first place? Are you actually putting the right boundaries and constraints and the entire checks and balances in place to to make it produce better content? It just it’s an always it’s an iterative process. Person says for that I have a setup structured specifically prompting the skill that guides me through this to tell it what I want the intent is. Could we set up a second agent to review outputs produced and teach code how to improve? Nick, yeah, absolutely.

Like, hey, you’re the main agent right here. It’s like, cool. I want to have a QA agent. Then I want to have an agent that QA my QA agent and then have them have a discussion about what they can do better and then come back to me with an actual final decision of what they ended up making as like one approach to it. Yeah, Bruce, it’s a great point. It’s dumb because it always starts with zero knowledge unless you build the persistent memory system which is why we’re building out these files on Obsidian creating custom skills and plugins.

Feel like we’re going to need to go deeper into Obsidian specifically just with the direction that I’m seeing a lot of folks going and like how I’m starting to use it which I’m totally up for. as we continue this workshop series, we’re about two hours in to the workshop right now. I want to put a pause on and demonstrating on things and open up the floor to like is everybody feel like they got what they came here for in terms of like getting the initial system set up? What are there any questions that are are missing or that that haven’t been asked yet that you would love to at least open a discussion about or any anything specific that stand out that while we’re here live right now like that we can address? Hey Darby, I just had a a quick tip. so for Obsidian, if you want to connect to Claude, there’s a popular plugin called Claudian recommended that I started using, but I was doing Rich’s program, and several of us were reporting how buggy it was and causing issues when you start Obsidian.

And Rich’s Rich’s team, they use the Cloud Code MCP community plugin, and that works way better. code MCP for talking with Obsidian. Yeah, it’s like Ian Sonat A S I N O T. That’s what they use. That’s something you would put in your regular Claude account. no.

In Obsidian under community plugins. Got it. Yep. Step by. Thanks for the tip. All of this stuff will be in an extensive b breakdown after this this workshop as well.

So if anyone wants to go back through and reference stuff I believe that that he is Bruce about the rich chef friends you know program I could be wrong Mark. Yeah you know I’m trying to take a step back and look at this as from a fresh perspective. I’ve been in using Claude chat for like ever and it has built some really fantastic things for me. But looking at now it from a chief of staff perspective and co-work seems like it’s gone from like onedimensional to three-dimensional, right? And I’m wondering what and trying to wrap my head around how you communicate with it differently in co-work than you do in chat. Like what is the conversation different that you’re having?

Can you can you just talk on that just for a little bit? Yeah, for me it is because it allows me to like have the idea, especially when working through dispatch, be able to give it different initiatives to spin up different tasks simultaneously. So rather than I say like the old way but like not there there’s still plenty of a place to like work inside of chat for certain things but the way I’ve been adapting my own use case with it personally is like having an executive brief meeting with myself and my granola assistant right where I talk through stuff that’s happening. I’ll spend like 30 minutes on a Sunday talking through what happened this week, what’s coming up next week, what are the things that I know I need to have like take action on like stay on top of. And then I take that transcript and I’m talking through it in a way that I would talk to someone who I’m going to be like cool and get me five coffees, make sure they’re all Frappuccino but only black and like or whatever like like double Prada like CEO like level stuff. Like I’m just like here, get this, get this, get this, get this.

Make sure on top of this. And then like by the end of the conversation, I have all these different commands and instructions that like if I were to go to chat bot chat and and do that, I would have Okay, cool. I have a project. I open it all up. I have all these action items. I’m like, “Okay, cool.

Now I need to like take each of these action items and then I now I need to like individually disperse them and then keep track of them inside of different chats or my thread gets really long. Here you upload that transcript or you just tell dispatch, hey, analyze my granola transcript for all this context. Take it in and then I’ll have it review all of the things that I gave it as like my executive like like review for the week. And then it’ll go and it’ll spin up because like I then I’ll like I’ll have it working on my desktop. It will spin up this dispatch thing. I’ll have like you see how there’s like multiple dispatches happening right here.

It’s going to go and execute like like implement them after it helps with coming up with a plan for each one because one might be like all right cool like make sure we write email conversations back to like Kooie on the say so project. make sure that we, you know, update our like landing page and create like have a creative brief that gets us started from making our website and here’s another one to make sure that I stay on top of these key initiatives. It’ll spin up different agents will help with doing all those different tasks and then I’ll be able to either have it like go and like send this send the communication or the draft out there or I go back in and I check the different chat threads and then I’ll like kind of inside of each one of those dispatches like the better that I am the more clear I am about the individual task or like the outcomes that I’m looking for then the better it gets at dispatching those as their own bucketed threads and then I can go in and make sure that I’m I’m either refining them or expanding on them or taking them to the next level. But I’m trying to get it to where every morning it’s it’s doing a morning brief. And it is doing this for me now where it’ll run the morning brief based on all the information I’ve given it, based on where we’re at today, what’s coming up today. And like the instruction I’m giving is like be proactive about things that you can do before coming to me with a decision, but then come to me with a decision for the important things.

And here’s the constraints on stuff that I want you to always come to me with a decision for or whatever. But like it gets to a point where it’s like, cool. Well, you scanned and you found five new potential sponsors that made big press related notes in the in the the news last night. I’ve already like found like key points of contacts that you can go and reach out to or follow up with somebody on LinkedIn with this relevant piece of content. I’ve written out like a draft message for you. A lot of that is mental space that I would have had to have beforehand for at least getting there to be to make those decisions.

Then I’m also realizing like like too many scheduled tasks going on and a lot of them were redundant. So I’m like okay now we need to like remove some of the stuff. We actually are some in some cases I was making a little more complicated than I needed to be. And so as I was like writing like a bull in a china shop for the first few weeks figured out, okay, cool. That’s how this works. This is what I really need to get set up.

And that’s like kind of navigated me into Obsidian where now it’s staying on top with the memory there. But that memory is going to be I just most of my stuff operates inside of my riff assistant. And then I still have my knowledge between like the side hustle projects and the other things because they they work in tandem for the stuff that I use it for. So like I I keep those bucketed inside of my main operating system. And yeah, it just gives me the ability to to get these different tasks going more simultaneously than than you’d be able to in chat if that makes sense. These two plugins not clear.

Okay. See a few comments here. I can’t tell if you’re joking or if we really ruined your weekend or I hope that’s a joke or are is you saying that you’re having troubles with a cloud code? No troubles. This was what I was expecting was this would set the foundations for a lot of things I really want to build out that I had started and stopped. So yeah, sarcastically I’m gonna have a fun.

Sorry. Sorry if I ruined anyone’s weekend with what you guys can start building on this. Like I think everybody here has everything like they have already to already be successful. Like everyone here is already like successful in your own thing. Like what’s possible now? Like what can you imagine and can claude do?

How clear can you describe the outcome and like what that looks like and what you want to achieve and work with Claude co-work and you know diving into Claude code too. It’s like, you know, the possibilities are like insane right now. And we haven’t even I’m not going to touch on computer right now for cloud computer because it’s it’s still very new. I haven’t dug into it just yet. But like we’re going the route of being able to like just completely operate and do all these things just for you. And Chrome can do a lot of the stuff with the cloud chrome extension like I was saying like your Nikki explore narc explore how that could work with maybe updating your go high level just with little things like that even take some friction out from passing it off to a VA if it’s just a matter of copying and pasting.

Yeah, you guys like these workshops, these deeper ones on Fridays so that you have time to do them on weekends. been debating on how consistent we do these types because I know like we’ve done them in the past like Tuesday Thursday also realize I end up building most of the time on the weekends too when I not getting bombarded with other other stuff throughout the week that you know needs attention as well. Whisper flow is the voice dictation tool that I’m using and Fridays tend to be a little bit less busier, more time for anything else coming up for anybody. Darby, I got a question. Yeah, I think the answer is going to be no, but I want to ask in case anybody’s figured it out with these two different projects, right? Anderson group and say so two different Slack workspaces, two different Gmail workspaces.

Am I able to connect these two different workspaces and for each am I able to connect individual workspaces to each project or is it just at the account level for claude the specific MCP connections for the account instead of project specific? I haven’t found a way to like connect two Gmails different accounts in my account like at least right now just using one. Also haven’t tried doing Zapier MCP connector that I connect different Gmails into. That that’s something I didn’t mention earlier. But for any MCP that gamma or not gamma that that like doesn’t have natively in it that you may be able to create a custom connector, you can also set up a like an MCP server inside of a tool like Zapier that you can route different things through. There’s probably ways you can do this with make and n just knowing how the the tech operates.

Zap year is like a more the easier interface to understand just it uses Zap year tokens every time that you use that and so for fire for example I just wanted to plug it in connected because that would burn all of my zap running MCP might be a way you could approach it is like setting up a a Zap year MCP that if you’re able to connect multiple Gmails inside of one tool there it’s possible possible. I don’t know if that’s the case. I’d be curious if anyone else had because I had the same issue with like one inbox is purely one thing and the other emails too stillically and missing like a different Slack workspace, different email inbox. Has anyone has anyone figured out work around for that? It sounds like the Zapier would work like that. I’m going to try doing that and I’ll let you know.

And I think Jason say you can do it in cloud code. That’s probably a good case for the cloud code side for creating those like custom versions that you can add in there and and doing it out. I just haven’t done it to that degree yet. Jason will be here this weekend too. So you all get to meet and maybe jam on that a little bit. Nikki, you’re on mute.

Yeah. the there are some you guys have put these links to the GitHub like firecrawl and workspace, but what do I do with it? It just opens a web page for me. does that make sense? You put a link to GitHub for Firecrawl. well, if you asked about setting up the Firecrawl MCP.

Yeah. So that link you would go and and check out the Firewall MCP. I’ll do a quick quick show of what that looks like cuz it’s I mean it’s one of my favorite tools for the web scraping side that I use like most often. let me see I was just showing I set this. So yeah my screen yeah so when you go to the the firecraw docs.firecraw.devnttcp-server dev/mpcp-server. It It gives you this a few ways to install the remote hosted URL.

So, obviously, you’ll want to have a crawl.dev account set up and you can get started for free. And this is this is the key right here. So, when you’re inside of your firecrawl account, Dr. Nikki, you’ll see copy your API key. That API key would replace this here. Okay.

Is that tracking kind of? Yeah. So, with any external connector that anyone would ever need to use inside of Claude, un unless you go through something like a Zapier inside of your Claude account, when you go to settings, connectors, you see all of these connectors. All most all of these are pretty much connect native connectors that are already inside of gamma inside of zap year inside of cloud not including firewall or zapier. If I were to create firefall MCP from scratch, you’re gonna go to custom connector, call it fire crawl whatever. And then this URL is exactly what you’ll paste right here.

Okay. And then you’re going to go inside of your Firewall account. It’s on the homepage, I think, or in there your settings. Just find wherever the API key is and then just replace that here. Just copy and paste it and replace it and then click add. Ah, okay.

So then once you do that, you’ll be able to use all of Firecrawl’s web scraping things, which you can use for tons of different things, but more more power than than the the out of the box Claude is going to give you. Hey Darby, I’ve noticed that Claude doesn’t always use Fire Call when it should and sometimes it uses it when it shouldn’t. Is there a way to kind of teach Claude when it should or shouldn’t use Fire Crawl? So, there’s been several times I’ve had to do research and then realize that it didn’t use Firecrawl like I expected it to. And so, I tell it to go back and use it and it’s like, “Oh, yeah, I should have used it then.” And then it spits out a different output. And then I’ve had times where I’ve just told Claude to do like a mundane task where it shouldn’t need firecrawl and it takes it forever to spit the output back out because you know firecrawl takes a while to scrape.

And then I’ve also had instances where it’s been waiting for firecrawl to finish its scape scrape and has like abandoned it and just spit out an output without waiting for firecrawl to finish too. I think some of this maybe like sometimes Claude just maybe will just go off and and decide to use it when it’s not necessary at all. That’s I’m not exactly sure where you may want to add some instructions inside of your your clawed like instruction account like on when to and when not to utilize a crawl as an MCP tool like like do not use fire crawl, do not initiate firewall unless explicitly told to do so like and like in your like account level instructions that could be a way to help help with that that piece specifically. And then on the flip side is like I usually just say like use firecall mcp2 blank and then like it usually does. But like on like the the negative like instructions for when not to use certain tools that might be something that is worth testing out and seeing how that that it not because that that could be frustrating too if it starts like using tools if it’s not intended to. Okay.

Thanks. Hey, Darby. All of these skills and plugins have descriptions and you can tell it trigger words and the more precise you give it with trigger words the more accurate it’ll be on when it fires and when it doesn’t fire and you can also have like negative trigger words. Yeah. Yeah. So you guys what Bruce is referencing is when you’re you’re looking at any of I think it’s Yeah.

So, when you’re looking at any of the plug-in trigger words and so this is what as you’re building out like your your job the stuff you’re doing with the job stuff Nick or whatever for the resume builder just for an example you see like the book citation auditor skill is the description. this is where you might want to put it like triggers on run citation audit run and so I might like okay well maybe you want to figure out some if you’re building out your own skills to find just be far more specific for how you would actually call and instruct it okay that’s kind of what I figured I was being too not being specific enough in my instructions yeah there’s some conversation about whisper flow Yeah, I never really used the Mac dictation like too much. I just being able to press a button and use whisper flow is a really helpful to get ideas out and works on my my phone. So, a lot of times I’m inside of like cloud with dispatch, but I’m using it with whisper flow and I hope I don’t know when if this will be a thing soon or not, but hope that claude will also have the ability instead of dictation to be able to like have voice mode where you can kind of talk and forth with it and and give it those instructions too. Apparently been there. We can create some sort of workaround for it.

But yeah, any anything else coming up for for anybody as we’re we’re working through here? I wanted to make sure that we got the the foundation of the system plug in and set up and we’re not just like leaving everybody hanging here, right? We’re going to keep this whole whole series going over the course of April. We’ve got when it’s the 14th, 21, and 28 of April on Tuesdays, I think from like 10 to to 11, 11:30 be doing live calls, workshops. We’re going to be building out our chief of staffs. I know I’ll be like learning more and more specifically about building mine out inside of Obsidian.

So, I’ll be sharing more about that. I do think that that’s the next level move versus just keeping it inside of a notion. Like if you’re going to be building this stuff out Obsidian, it seems to be one of the platforms that’s picking up more and more of adoption for this type of use case and for the reasons that we’ve kind of talked about today. And then next Friday, I did follow set schedule another workshop like this one for those who want to come back on next Friday and have your weekend ruin again. All the fun stuff we’re going to be covering. But, you know, like what what what’s possible between like today and what we could be building out and like seven days of building this chief of staff and like what would that do if you could get your chief of staff to do that for you?

And what what could it free you up from doing right now that you’re already doing? or what could you do more of without maybe scaling your time or scaling your headcount proportionally in the traditional sense? You’re all welcome to go and hire VAS to do all this stuff. You know, not telling you not to. We’ll say that this $200 Max subscription eliminates the need for lot of what I would have traditionally needed to hire stuff out before. but finding the spot inside of whatever you’re doing.

Like if if you’re just a solo person running this stuff, then like obviously you need to build a business around how you operate or if you have a teammate that is going to be operating your cloud too and you want to bring them in on these types of workshops and stuff, let me know because I think that and your team also trained up on this so that you’re not just like going 500 miles ahead of them and then you’re like aren’t you guys using claude? like because you had us working on all this stuff all the time. You don’t give us time to learn it. I mean, I’ve heard that before. And I think that that’s something that people in our position running our businesses can get into where we get excited in using and building these tools, but you don’t necessarily want to leave your team behind if you want to keep them on and keep upskilling them with this stuff, too. So like how could what we did today also be customized and personalized to training your team too.

It might just be one other person on your team. You might have the team of multiple people. Whoever is going to be operating these different systems, you know, having that agentic CEO type, you know, is kind of why we’re doing this and why we’re we’re we’re adapting with how these tools are going. And if if Obsidian does feel like a bear to set up to quote John, you can still set up a lot of these different systems and files and all the stuff that we’re talking about here just on your folder and have Claude update content and projects and stuff directly inside of there your account and then you can plug in Obsidian wherever you want to. It’s kind of the cool thing I realized was like I already built a lot of the stuff out and then I just translated it into obsidian when I was ready, but I didn’t have to like redo a lot of the stuff that I had already been spending time on building out on. So if it’s simpler to just get it going on your machine locally, not worry about Obsidian, but keep it going there.

Nick, I think of Claude as an ambitious employee that’s excited to work for you and eager to please, but he needs a lot of direction until you get him trained in how you like things. That’s a very good point and something that I’ve heard in conversation coming up too with like how would you invest in hiring normal human employee if you’re not investing the time and the the the resources and like the training to make sure that they’re doing their job right? Then you’re not setting them up for success. And if they don’t end up doing the things the way that you want them to be doing because you didn’t teach them how to do it, then who’s really to blame for that, you know, starting with cla blank slate gives you a lot of opportunity to set up to work with how you want it to work. And yeah, it takes time to do this type of stuff. like making sure you have a solid project, then you have AICOS we got at least as a starting point today you can start to build on and then scheduling your own tasks, you know, giving it additional skills.

They’re more customized and personalized to your business. You know, over time it’s going to compound and yeah, once you get over that learning curve, then you know, it’s off to the races. And that’s why we’re doing the ongoing supportive workshops, too, so that we can keep keep dialing the stuff in together. Got 30 more minutes. I don’t want to hold anyone hostage here. Everyone feels fulfilled from today, but if there were any any other questions or any moments from today or anything that you would love more clarity on next time, let me know.

Dr. Nikki, I feel like I want to know more. Like I don’t know. I’m like limited in my scope of what this can do, you know, in terms of like what we just downloaded seemed like a beast and I might ask it to do two things. I I don’t like I I know how the full capacity and so maybe like a list of examples of what kind of tasks I could ask it or I don’t know. feels like I’ve got access to infinity and I’m going to use a percentage.

It does feel like that. I You kind of do at this point. I mean, it can do almost anything that you could think of if you set up and and train it and figure out the right architecture to to make it happen. any one of those skills that are inside of the the plug-in. book research agents can help you with researching ideas for your book, right? That’s like one thing that you may want to do.

That’s one idea of one skill that you could ask it to do if you wanted to go and research an idea for your next book. If you want to research like your target market or build a blueprint around like your ideal target audience, understand your ideal target audience better, you use the buyer’s blueprint skill. If you want to work on your content operations and streamlining your content calendar and building out a really structured content calendar that you stay on top of and ahead of with trending content. There’s skills like content signal scanner that can help with finding content that you can create content around. You can create a skill that updates your content calendar to always keep you on top of it every day. But without like going in all the different directions, like ultimately it’s like what do you what are you spending the most time on right now, Nikki, or anybody really, but like what are you spending the most time on right now that you want if support showed up for you?

What would that support look like? It would be generating content and consistently posting new content and reaching out to potential partners or collaborators or people who want catering for example. I would focus strictly on those right now if those are the biggest needle movers and building systems with like within co-work and how we did this to help you create a content schedule remind you to stay consistent with it. you have to block your calendar also to actually do the content or work with Claude to help you with producing the content and then like using like fire crawl and the chief of staff and being like hey I want to find these caterers in Austin and Kyle and Vuda I don’t know how far you’re going right now but I just have it like create a master list of everyone that you’d want to be pushing base with and building out and have it build like an outreach plan to like connect with all of them, emails, websites, LinkedIn, and then like go and initiate those conversations and have more of those conversations and like build those relationships, but have it help you with the research to go and find those people that you want to be connecting with to do business with. Cool. Okay.

All right. Thank you. Hey, Darby, if I could offer a couple of suggestions. what I did so I don’t know whether Nikki you got this but I have a big set of knowledgebased documents that describe our company our products and services our pricing structure our business model you know I got a whole bunch of that set up in projects in claw so that whenever I’m writing content it immediately knows everything it needs to know about us what I’ve done and I think that’s what Jim just suggested is I took the document that that Darby created that describes this entire process that he’s created and I just uploaded it into Claude into the project that has all my information and I said, “Give me the use cases for this and tell me specifically what I can do with this that makes sense for me and ask me any questions you might have to clarify. And so then it’ll ask you, okay, well, tell me what you think you use it for. But first, I want it to tell me what the use cases are and then I’ll have it ask me questions.

Basically interviewing me about what of these makes sense. Does that make sense? And it and it’s given me and I used Haiku, which is great because it was cheap to get it done because I spent like 500 bucks in excess token fees this month because I’m so addicted to Opus 4.6. But it’s that’s that’s a great start is what I that is and that document is in the school the school section too and like hey this is what is possible this is what my business goals are help me figure out like interview me on what’s going to make this useful for me and then curate it there Julie I think I’m off mute yeah very interesting conversation thank you and thank you for that John so I’m launching another piece of my business and I want to do a whole bunch of research. So I’m I what I have done is like I went to YouTube and then I went to Amazon. I looked for books that were written in the subject that I’m getting ready to launch about and then I took all the comments and I downloaded them into a PDF and then uploaded them into my claude.

What I’m hearing you say is that what you’ve built out is I could have that just go out to the internet and search on these keywords and do a whole bunch of research and then built into what you’ve created. Is that what you’re saying? Yeah. And that that’s where I would use a tool like firecrawl in this case that specializes in going out and doing deep web web research giving it the idea some seed keywords books that you want it to reference and to go and like do extensive research for what whatever you need to use that research for. But it can help with going out and doing that. Yeah.

And a big part of what I want to do is figure out what what are the conversations around this particular topic I’m writing about. I’m writing about the neuroscience of scripture and so what I want to do is figure out what are people saying out there and what are other books that are written out there and I’m writing a book on it right now as well. So what you’re saying is just in just get that hooked up the fire call and then have it go out and do all of it instead of hiring an admin to go do all this. Yeah. I mean you could hire an admin to do all that. It would probably take a lot longer and cost a lot more than your Claude Max subscription, but start with the Firecrawl connection.

And then there’s a lot of booksp specific skills in here that you could you could pull from whether it’s like the book idea validator or a book outline architect or or research agent. But yeah, like have it go spend like a lot of time like on CL like it might be take me two weeks to do this. I’ll get back to you. I’m like, I need it in five minutes and then it’ll it’ll it’ll it usually like overestimates how much how long it’ll like say that it’ll do this stuff. But yeah, like deep research on book topics and going finding and I I like to ask it to actually give me citations to what I want it to do because like a lot of times you want to be able to use those citations in either your research, you want to reference back to them or you want to validate that they’re actually a legit source or research link that you’re finding. But then once you build that kind of repository of research up, you could save that as well.

So you can just reference it again and again versus like going and redoing the same research every time. But then you use that research to maybe run it through a buyer blueprint skill that can say cool like this is like do like an analysis of like the types of readers that are buying this type of book and like let’s go deeper on like what’s going on in their like in their heads based on what they’re saying on Okay, perfect. And then also I want to say thanks Bruce for dropping that in the chat. That is really cool. I’m going to kind of follow that guideline. So thank you.

Yeah, s such great tips, guys. I love love the conversations that that we’ve been able to to kind of have here today and see how you guys are all using it. Obviously, some of y’all have been around for for years with what we’ve been building here. so, I love to see you guys all on the show live and some new some new folks here as well tuning in and and building during this time. So, yeah, like it’s really you can do so much with these tools. it can be overwhelming with how much you can do.

And so like kind of like with like what we were saying with Dr. Nikki with Julie is like we’re thinking about all the things here. It’s like well like what actually would move the needle if that was a question someone asked on like the the New Year’s New Year’s Eve thing that we were like planning this past year. Someone was like, “What if support showed up for you? What would support look like?” I know like me and like other people may have a hard time asking for help even though everybody needs help, you know, like we’re all human. But like what what is that if that thought process like that was a good question I’ve been contemplating in general?

It’s just like if support showed up, what would support look like for you? For me, I was like, “Oh, it would be at that time it was like, well, wanted to do a world tour hustle. You need like a agent and like a booking agent and someone to help me with managing all of the shows we’re doing.” And like that triggered some of the what you see is like a lot of the agents in here were like a spin-off of like what would that look like? my own personal like PR media chief of staff was helping with booking and communications and brand and sponsors and talent and all this stuff. And so, but once I got clear on what support actually looked like, then I could kind of work with Claude to help me with taking the steps to creating the skills and the sequences that I could run. And then once I did it once, this where I was like, “Oh, Claude code, I just did this once.

Can we do this for 10 cities in the United States right now? And then I maxed out my usage very quickly by asking that question. And as John, you’re racking up the the credit usage. It’s, you know, it’s like, oh, you can do this once. Well, like you could run the same PR sequence if you were to do like a speaking tour, speaking gig. You can do it for any niche, any vertical.

If you have the same process for doing an outreach to getting booked on casts, could you use that same sequence to going and getting booked to come and present at masterminds, which may be a different sort of research methodology, who’s running highlevel entrepreneur masterminds as opposed to who’s running entrepreneur focused, neuroscience focused podcasts versus this. But a lot of times it’s the same series of steps taken. It’s just like the direction that these agents are going can change, but you can do it multiple of these at the same time, which is kind of mindboggling what what you can do once you get those things set up. So I do hope that you all feel a little bit inspired at least for where we where we landed here. I will be uploading this recording probably in the next three hours, maybe four this afternoon. I’m going try and get it off before before the end of the day.

So, it’ll be inside of the Agentic CEO section in the classroom. Access that. You can Yeah. check out the document that reads through all the skills, get a little inspiration from some of those and then apply it towards yourself for sharing that. Any any final thoughts? Any any last bits before we go?

No, thanks for putting this on. This is a whole lot of stuff. A lot of hard work, Darby. So, I really appreciate it. You bet. Yes.

Thank you. And I’m probably one of the least technical people on this call, so it’s a bit it’s a bit overwhelming for me. Do you have like can we come and just workshop stuff and have somebody look over our shoulder and say, “Hey, you’re doing it right or do it this way or do it differently?” Are you in Austin, Nikki? You and I talked earlier this week. I want to host one of these things like a actual workshop at Conscious Kitchen Live. Yes.

Sign me up. I’ll be there. See, Darby. And if you haven’t food, it’s unbelievable. If you haven’t been to Conscious Kitchen, best food on the planet. Thank you.

Taste tested. yeah, we got our inerson one I’m hosting next week at my place. Nikki, send me a text if you’re we got a few spots be there. movie and Julie, you should have gotten the invite as well for that. Working session like we’re gonna actually do stuff ourselves and you can help us. Yeah, I mean yeah, I’m not going to be doing any crazy presentations with it.

one of my my good friends, his best friend, Adele, going to be kind of like my f focus point for the the weekend of like building out her chief of staff along with her, following a lot of what we just went over here. But, Big Jason will be there and it’s going to be a giant working session of co-working specifically with implementing cloud co-work. Okay. Amazing. What day is that? It’s going to be April 11th at 12.

And tell me again, where will this recording be? Will it be in school that I can go back and watch? Yeah, the recording is going to be right here when it’s done. No, not in fire. Be right here. So, you go to the classroomic CEO and it’s gonna it’s gonna be right here.

and I’m going to have a a big breakdown on it or a breakdown document at least that you can kind of scan through. I’ll use Claude to create like a workshop breakdown skill break it down in detail. I’ll include the transcript also so that you can take the transcript and be like, “Hey, we talked about this. Tell me more about that.” But this is where you have the the AOS complete system guide. And so I like think John you were saying like go through like it gives you like a high level of this stuff. You can take this document and literally upload it to your co-work account also and it hey this is what I have access to.

you know this about me, help me with building out my stuff on what I need to have and then using that as a guideline for implementing. Cool. Cool. Thank you, Jaw. And there will be a survey coming out at the end of this through let me double check the one I up is I made one minor update. I mean, let me download and upload that real quick.

There’s a small small update. I’m updating the the most current version of it dated. going to be a survey. If you guys do submit that, let me know what skill you want to learn next. It’s going to help me test out the system for how we can kind of proactively build additional skills that we can share on the workshops. We have Tuesday coming up, the next four Tuesdays.

anyone absolutely wants to be on the Friday virtual workshop of what we did this week next week like let me know. I sent a lot of you guys that were already members u details about how to join this one. But if you did buy a ticket to this one, I won’t it won’t be a future ticket charge for the next one just included you guys. The implementation front of course if you found this useful and you know people that also find it useful the workshop with them then invite them in. It’s more fun to build this stuff together with people that we know and keep learning from. Appreciate y’all and see you guys on the other side.

Have a great weekend. Thanks. Cheers y’all.