Read the edited class transcript
All right. All right. So, we built the client card and now we are going to go over what to do with the client card. So, the two main kind of contact points that don't happen when they're supposed to is one immediately after a new lead comes in, how quickly are you reaching out to them and giving them something of value in that first interaction? And then two is immediately after close. I read a stat is there's no presence post close. We're not sending, you know, hey, this is a check-in for springtime. Did you you did you know that springtime is the best place best time to get your fireplace cleaned? Did you know that? Do you have a pool? Do you need X, Y and Z? Right? And so seasonally, we can be reaching out to them like once a quarter, that's a
really, really easy contact point. And then also, if events change that you have in their context card, so like it's just constant um constantly being in front of people when the moment is there to be in front of them. one of the easiest curables um because you can automate a newsletter, you can automate seasonal stuff, you can automate vendor recommendations, um all that kind of stuff.
And then so yeah, so we're basically going to build systems. I'm going to so the client journey is a loop and it breaks predominantly in two places. Stage two, which is nobody answers. Stage seven, which is everybody disappears post transaction. Right? And so with our context card, we can go from awareness, response, lead nurture, booking appointments, getting active clients, closing the deals, what happens post-close, and then how you get referrals and testimonials. So it's effectively a big loop. So if you figure that the trigger, all loops have basically three things. one, a trigger, two, an exit condition, and three, all the stuff that happens in between those two things, right? And so if the trigger is someone coming into your ecosystem on the awareness funnel, so whether that's an email capture, you met them at a party and they gave you a
business card, like whatever it is, they come into awareness and then you work all the way through this until you either get them as a client and get a referral or until you don't, right? And so ideally we can have this context card build the loop um as and this is something that is kind of you can build it in a general way but you can also build it in a way that's targeted to you and your client base. Like if you're someone who's like overly communicative and you're going to send an email every day just like hey this is where we're at. This is whatever you can automate that now and you can get it into your draft. So, I'll say this now. Um, I think that a human should be positioned and I think
I've said this before, but a human should be positioned on all irreversible steps of the process, whatever that process is. So, if your process, like if someone comes into your funnel and the first thing you do is send them an email, right? What you would want to do is get them into your process, send them the email, and then figure out what the next step is. So, like, how would you normally communicate to them post that email going out? Would you wait for them to respond, or would you wait 24 hours and then reach back out with something valuable? And that's how you're building the process. You're building how you would actually communicate both from like these are the words I use. This is the timing I use. This is the the methodology to sell that I use. Whatever
it is, you want to be building that out in a robust way for you so that you have this designed exactly around your communication and the cadence that you use. Because again, good service at this point can be commoditized. who you are authentically cannot, right? So, like anyone can put together something that reaches back out as soon as someone reaches out. They can uh have automatic follow-ups and they can do all that stuff, but if it's generic, it's very clearly written by AI. It's no thought at all into how you communicate personally, they're going to see that as, oh, this is some autogenerated response, not, oh, this person was thinking of me and needed to provide value and sent me something, right? And so we always want to optimize for the things that are different. And right now the things that
are different is your personality and how you're attracting clients, how you talk to them. It's all about if you were the one that got the client, something about you stuck out to them. So we want to lean into that, not lean away from it. Um, unless it's a known weakness for you. Like I've talked many times about how c my customer service sucks and how I kind [clears throat] of built a pathway around having bad customer service. And that's what you guys can do. You can either build exactly what you do that you know works or you can build a process that's improved and will work uh hopefully better than what you have existing. So every cold channel is single digits. So relationships are the engine. So, online inquiries 7%, open houses 5%, agent outreach 4%, agent
social 1%, direct mail 1%. All this and that. Um, and what's interesting is most agents believe otherwise. Most agents believe 39% call social media their number one quality uh lead source. And that may be true, but you have to look at the data for what's actually happening, right? And so, um, consumers hire from it 1% of the time. So, if you're a really high-end social media or if you have um social media that really resonates with someone, it's a useful tool. The other thing with social media and why I recommend having it is because right now that's the first place people go to see if you're real, right? Like they go to Instagram, they go to Facebook, they go to whichever one is kind of their go-to. They'll go to social media and see if you're actually
posting, if you're posting uh content that's relevant. Um or if they go and they're like, "Oh, this person's talking about X, Y, and Z. I I don't like that. I'm going to self- select out." Right? And so it's a good in like select in, select out. Um so breakpoint number one is the inquiry all. 75% of buyers and 81% of sellers only ever talk to one agent. There's rarely a bake off. Whoever answers wins by default, right? And so if it's just cold traffic and they don't know you at all, it's whoever's the fastest, right?
Speed to lead is a very real thing. And breakpoint two is after closing everybody everybody goes away and they're left to manage the house by themselves and the realtor goes off to do other clients, right? And so what we need is we need a system that allows us to stay in constant contact with them because I mean 88% of buyers said they would use their agent again. We just need to stay in front of them to make sure that that is a real thing. So we already built the context card.
Today we're going to use it to produce assets. Um we're not going to build a card, but we are going to actually build what the cards build. Um I think this might be cold channels are legal. They have rails. the rails go on the slide. So, we want to make sure that we're not spamming or like cold calling against um about kind of doing that. You don't want to spam someone for a couple reasons. One, if you just reach right? And so, when we're sending emails, we want to make sure that it's punchy, snappy, and the goal is to get a response. That's the only goal with the cold email. It's not to get a client.
It's not to like get them super stoked. It's just to get a hey, this sounds great. Or, hey, I'd like to learn more back, right? And so, we are going to do three systems today. We're going to open the context card and then we're going to do morning drafts. We are going to walk through an actual uh client that is selling their house and we are going to um go through every asset that you can make relating to that. Um so I am actually going to pull up the models here. So
this is the context card that you made for a client.
Yeah. So this would be um your business's card and then the uh for the client. So as an example, I will pull up in Gemini what I've got here. So with Gemini, I've got the realtor context and in Oh, does it not let me see it? Should. I thought surely it would let me see it. Ah, there we go. Okay. Okay. So if I go into edit, you can see this is the context card and then it was supposed to have the files uploaded but it does not. So I will show you how to upload files in Google Gemini. So we are now creating a gem and this would be exa like literally exactly the same thing you would do to build your own kind of project folder for this. So, you go in and you find
what you're looking for, which for me it is the context cards. And okay, let's see if I can grab all these. No. Okay. actually. Okay. So, all I'm going to do, and you can do this a couple different ways, you can upload. So, like this is the realtor's client card. So, we're going to upload all of these. And then we will come over here. And so if you want yours but you do not want um
what is a setup guide and then what is a setup guide?
So the setup guide is just kind of like it's like a read me for the context cards. So it's like how does this when you're actually building stuff like what order do things get loaded in? How do I set up my own context cards? You probably don't need to load it into the context if you don't want to. Um, I just put everything in there so it has everything on like my context. And so this should be and I can open it up. We'll find out.
I went into Gemini and I said, um, help me make one. And it put like a client name, client status, contact references, criteria. It gave me like where I can just because I didn't make a one for
And I said, "Build a context card for me as a realtor and for my client." And it just set up where I can like fill in the blank, you know,
as a realtor
context. Yeah. Now, one of my favorite things to do, and this is um again, sometimes it works really well, sometimes it doesn't, but you go and you grab the client card, and that does not have the client cards in it. Maybe I don't have a deal. Yeah, that's fine.
So, that actually deleted it. I love it. All right. So, hey, I actually deleted my context card, so that's super fun. [laughter] And so I have it rebuilding but I am just going to Oh yeah, it deleted everything.
Okay, so we'll see how this works. But one of my favorite things to do is like after let's say someone goes under contract, you add a picture of yourself. You say, "Create a congratulations video for client going under contract on the home. Here is the link to the home. Use real images and create this video to be a fun and exciting welcome to your new home. So Gemini will then create that. Now we can come over here to Grok. Control V. I just sent you. So you fill this out per client.
And so you would have you would have a realtor card, context card that talks about you and then you would have a client saying who they are. That way
so if you have the client context card, your picture and pictures of the home, you can literally create a video like
And then you could keep extending it. Keep extending it.
Wow. so doing something like that and they get a video that's you saying congratulations on going under contract and then it zooms into their home. Ideally if it's an empty house, it's got their furnishings, all that kind of stuff. You're really establishing something that most people would not do, right? Like majority of realtors that I've seen are not sending anything after they go under contract other than maybe a quick like text or congratulations email. But if you send like a video that's like, "Hey, congratulations. I'm so excited." And then your email contains, "Here's what you can expect next." And then you just kind of walk them through what a good process looks like and kind of train them as to like being a great client for you. That's what that initial contact should do.
Most people are just using it as like a, oh, we're touching base, but it's like they reached out to you, there's interest, like let's create a video that makes them really interested and then let's do little things after that that just keep the communication different and keep them engaged with the process,
right? And so like you there's that video and then let's see if Grok is still working on it. Um, but again, you can do that. You can also
do
Can I ask you a question? I have that context card. Context card.
And so now I'm in contract with them.
How do I get that back in? I just say download this into my context card for
Yeah. Yep. Yeah. You would just go to the AI and you would say, I have new information for this context card. Please review the information in the context card and then update it with this new information I have. Um because that's the thing is you want to also then say if there are any conflicts resolve to the new information because sometimes it'll say like oh this is what was here. This is what's supposed to be permanent. We're going to lock that in and change the new stuff. So you want to always make sure that you're saying like the new context is canon. make sure that that is what we are using for the asset build or for whatever you're doing with the the information including updating the context cards.
But yeah, honestly that's the easiest way to do it. Like um if you take a sample context card and then like a Zillow link or a Redfin link or an MLS link and say, "Hey, build the context card for this home in exactly the way this does." It'll go and it'll grab the pictures and it'll do the whole thing and you can say like put the images, put everything relating to this property, including the context card in its own folder and it'll bunch everything together and you can then have, you know, the link to wherever it's at online, as many places as you can find.
Um, you'll have all the images for it, the description that is on whichever site. And the cool thing about that is you can take those descriptions and say audit this against Redfin, against the MLS, against whatever and tell me any discrepancies, right? So you can track all those discrepancies across sources if there is any. Cuz sometimes like the listing on Zillow is different than the listing on Redfin is different than, you know, every other place. So, like that's one of those things that you can use to be like, "Okay, go figure out what all is true and false on the internet about this house and let's get it fixed so that we actually are targeting who we're supposed to be targeting, right?" And so, like just managing information across broad space is something that the
AI is really good at is going and finding like, "Hey, this says it's a two-bedroom. This says it was built in 1971. This says X, Y, and Z facts, right?" And it's like, "Okay, well, we need to fix three of the listings." and like for the facts on them. Um,
so for me that's like if I'm going to somebody's call, they want me to uh come visit them to look at their house.
Yep.
I'll go to RealTracs and pull all the old listings. Then I'll go look at it in NP. Yep.
Then I'll go look at So that's actually just getting the
Yeah. to have all that done for me.
Yep. You can just build a workflow that's like one, go to RealTracs, get this information. Two, go to N, get this information. Three, go to the property tax records and get this. And you can record that on your screen using some of the different like you can do that with Claude, you can do it with ChatGPT, you can do it with Grockbot. And you just build that workflow, right? If your workflow is the same every time, roughly every time someone comes into your ecosystem, you just build that workflow and say, "Okay, these are the things you need to do. You need to go track check RealTracs. you need to pull that data, you need to go uh to the county tax records, you need to go to Zillow, you need to go to Redfin and like just give
it the full workflow and you will get a report back that is the output of your workflow, right? And so like we're trying to make the real stuff that you do into stuff that AI does for you, right? And so many people get that wrong is where they're like, oh, the AI has this limitation. The reality is at this
Oh wow. But I can tell perplexity because I don't know that I've ever done that. I saw something um the other day their real estate world is getting worried about all of this because We're taking um something from the MLS that has all the private remarks.
Yep.
Key codes,
right?
People are just dumping it in AI.
Yep.
Yeah.
And so they're like, "Oh my god." You know, just let everybody know that you're flying is never home or sleep,
right? Yeah. Yeah.
So it said it's important like for somebody like me to tell AI don't use this for training,
right? Yes.
So that if I'm doing that, it's not taking
Yeah.
information.
And honestly, the best thing to do would be to get a like if it's like sensitive information that you don't want the AI to have. What I would do is I would get a screenshot of it and then go into edit and black out the like this is their social, this is their date code, this is their, you know, schedule, whatever it, whatever the like personally identifying information is, you can screenshot it, black it out and then say give me the asset based on this. um rather than just dumping everything because yeah a lot of people and I understand it to some degree like I get just dumping it in there and being like we're good like most people especially people in jobs that have highly sensitive or access to highly sensitive information. I think
those people should be more mindful about like what they're redacting and submitting and like all that kind of
stuff.
So I'm trying to do this video and I put the link in and it's like I can't do that. You need to upload the photos. It's like why do I save all the photos and send them to you? Don't you have them over here?
Right. So what you can do uh because so the reason that that's happening is cuz Google is it's an online only resource and so it doesn't have access to your file system to like save them and do stuff like that. So what you can do is have one of the desktop apps that you have on your computer either ChatGPT or claude go do the actual research for it and then you can just upload that like say hey go do the research collect these images and put them in a single folder on my desktop or downloads or wherever you save stuff.
and do that.
Gemini can't do that.
Gemini can, but I don't know if it had Well, so if Gemini has a desktop app, it probably can. I don't have the Gemini desktop app. Um, and I haven't seen it download downloadable. But if they have that and the reason for that is because when you're on desktop it gives um it's more it's more easily it's gives the AI the ability to more easily hand over uh access to your local system without as much risk as doing it just online right and so the desktop can actually access your folders on your system whereas Google can't. So when it goes to download something, if it doesn't have that capability in its sandbox, it's just going to say, "Hey, this task failed." Um, and that's why the desktop stuff I I prefer them because they're more powerful.
yeah. But it's like it's creating everything. It's saying, "Hey, I can do this. I can do that." And I'm like, "Well, why can't you upload the videos?" I don't understand.
Yep.
Yeah. [laughter]
Why can't you pull the pictures?
Yep.
Now I'm having chat because I have a desktop app,
you know, on there.
Yeah. So, what ChatGPT should be able to do even if everything else fails is it'll open your web browser and it'll go and actually like take and save them that way like like just like you would do like manually go rightclick click save and then it'll save it to your downloads which
I did not want to do.
Yep. And so like for tasks like this, this is one of my favorite things to use AI for because you can set it and you know it's a pretty finite task. it's probably going to do it all accurate and then I'll get up and like play with the kids or like go do some other project and come back to it. Um or like go work out and like just be doing that in the middle of Yeah. And so it's changed kind of the way work happens from needing to be this like super hyperfocused like I'm in work mode to like oh I need to check on that. It it's almost like baking, right? Like where you're like oh I need to go check on check the oven, right?
And so it it changes it. Now, you can like while you're sitting there, you can also be doing like other obviously admin work stuff and stuff like that, but like depending on how much of a break I need for the [laughter] day, I'll like set stuff and then just walk away from it. Um, but let's see if Grok came up with its video. Of course, it didn't. Uh, there we go.
So you can see that the voice did not match the person. I did not load upload my picture. And so when you just let it do what it wants to do, it's going to go crazy and not give you a great output. And so the more you can guard rail that in like the one that I did give it good output, it is pretty much me and it's under contract. and it did the same thing where it did not grab the pictures. And so this is not actually the right home.
And so what we would need to do is then do what you're doing, which is get
download the right ones, upload it, and have it kind of automate that process.
And there are other things like you can get an API key and do it all that way, but it's a little more complicated and it's probably not worth it honestly. Um but so that is like immediately post close like how do you kind of wow them immediately post close
and then where is
it [laughter] say
oh that's a good a good tip one of the things I always do is I always tell it at the end of this task, open the location of what you did. And so it actually will open the folder on your desktop.
Yeah. Cuz otherwise it's like, okay, I know you did something,
but like once you download it, whatever it's where is,
right? Yeah. Yep. Yep. 100%. I always ask it
open the source folder of the work you did or just open the work you did and it'll open. I accidentally made the mistake of that after having it create 30 videos, I think it was. And I was like, "Now open your work. I have no idea where it is." And it was like, [laughter] I was like, "Oh, okay. You're you were saving me from breaking my computer. Got it. Perfect. Thank you for that. [laughter] I wasn't smart enough to see it. So, we're just going to let it break."
And so like one of the things you can do with ChatGPT is you can create a scheduled event and you can just go into scheduled, click create and it will create a brand new event. So if you just go into that, it will literally interview you to figure out what event you need to have running on a daily basis. So like I always So, I always have um my emails get uh parsed at the beginning and the end of every day. Um
how do how do I do that?
Yeah,
because I that is my biggest problem.
So, the first thing you'll need to do is
I told it to open up and it didn't do it. [gasps]
You got an unruling.
You do. Your Gemini is geming out.
Oh, here we go. It didn't give me a link. That's why. Ah, perfect. Got it.
Love it.
Where did you put it? So,
I need to go to
just like on a new on a new chat.
Yeah. So, if you're doing
So, you can go Yep. And
Yep. scheduled. And then what you'll need to do is you'll need to make sure that the PL This things keeps happening. Why would you do that? When I click on things, it like it goes like
Oh, that's interesting. I think that's just a glitch. That's You You found a bug
and it really hurts my eyes. you go. So, what
And so, what email service do you use predominantly?
Outlook.
So, I would go to here and then click uh [snorts] settings.
And then we'll find plugins. Yep. And then it should have browse plugins. Yep. And then you can
And then you should be able to search for it'll be Outlook or There it is. Yep.
Perplexity doesn't have a schedule.
Oh, I don't know if they do or not. That's a very, very good question.
I don't see anything. I see a projects.
Honestly, I'm shocked that they don't have a schedule.
I could ask her. Do you have a scheduleuler like ChatGPT? [laughter]
You big dummy.
I can help you plan schedules, but I don't have a built-in autonomous independent.
Interesting. Yeah,
some ChatGPT remind me do.
That's very surprising to me. I thought perplexity would be all over that.
You got to sign in and it doesn't like that.
Oh yeah. Yeah, it does require O. Um
I have noticed though I don't know I don't know how to do it on my computer but if I go to my email on my phone Copilot will do it.
Oh yeah yeah yeah. Yep. I don't know how helpful it is that it's on my phone when I want it to be here, but I can't. So,
I guess that's built in.
You could probably have it build the context for you and then ask it to pass it to like put it into a folder and then just pull that folder into GPT or whatever. Yeah.
So, you could do that with Copilot and set it up that way potentially.
Cuz my problem is I have a lot of emails
like a lot of email address and like some are Google, some are here and some are four. All right. Five over here.
Like
Yeah, the building the context seems like so much work. It's not if you use the AI to build it. So if you take the templates and just throw them into the AI and say, "Hey, this is what I need." Like do research, do X, Y, and Z. And then you just go back and quality control it.
That's how you build them as quickly as possible.
Okay. And the templates are where?
So they should be they should be in Gmail. Let me see. or a drive.
Okay, I'll get the rest of the context cards up. Oh, in your Google Drive, right?
Yep.
Okay. And that's like
Yeah. Yep. Yep. [clears throat]
And then sample cont.
Perfect. Yep. That's it.
So, I can take one of these context cards and then tell the AI, create something like this for me for blah blah blah.
Yep. Yeah. And I'm uploading another context card now that'll have all the ones that are here plus the client, the uh guardrails, the CRM, like everything. So, you'll have all the context cards and you can hook up the Google Drive plugin and give it that folder link and just say, "Pull the context cards from here."
Oh,
yeah. So, you won't even have to do uploading and stuff. And that's the the more you kind of get into plugins, connectors, stuff like that, the less actual work you have to do. The more it's like, okay, I need to do all of my work on the front end to design good processes. And the processes are what complete the work. chance.
And that's another like a good schedule that you can run is like parse my email for any new leads. Like you can run that daily or every couple hours and you can say parse my email for any new leads and make sure I've reached back out to them. Draft an email for me to reach back out to them. Right? And so it can say like oh they reached out to you about this lead for X Y and Z. it'll da and send them an email like referencing what they reached out to you about. So, it's not just that random like, "Oh, saw you saw I missed your call." It's like, "Hey, I saw you left a message about blah."
Like, let's let's actually work through that. And so, that's one of the easiest ways to set up a um like as an example, I have a Grockbot scanning my email on the hour. And so, it scans every hour like did anything new come in? What did I miss? like what do I need to update?
Yeah. It's so it's it's effectively going from like a chatbot to a chief of staff in that way.
Yep. Yeah. And that's so many people are stuck like just using it like Google or a chatbot or just like not figuring out how to get the assets out of it.
Is it okay for me to tell it that it can have access to my calendar and
I do. Yeah, I've given mine access to calendar. Yeah. So, like it's cool cuz like my um my agent because it has calendar access will analyze my calendar and then review like events that it thinks I might be interested in and all that kind of stuff. And it just kind of pushes the correct calendar for my day and then I can chat with it to make adjustments. It's so much nicer than having to build a calendar.
And it really did a good job of telling me which emails were important. I said, you know, tell me what's important. Like you've got something on here that's
Yeah.
Abstract and it ain't right.
Right. Yeah. That's awesome.
Yeah.
And that's and it's really cool like as you get into that you'll be able to set up like validation systems. And so it's like, oh, this client emailed in, they want to do this. I'll check the context card and see if that's even reasonable cuz maybe the lender that they're using says absolutely we will not do this thing that they want. And it's like, okay, well now I know that we can either change lenders or not do that thing, right? And so there's it's always trying to figure out what in your workflow can you hand over to the computer
I've open and close this thing multiple times and it still does that [laughter] [gasps] install it again.
I was going to say you might be at a point where you're waiting for an update on that that [laughter] resolution.
Yeah. What is the deal? Can I send it to them as a problem?
Oh, yeah. Yeah. So, if you go up in top left,
you I would the first thing I would do is go up uh and check for updates in the the menu.
Yeah, like mine has an update available now.
And so hopefully that update resolves it.
Like there's a button but it won't let me click on it. I mean like it does but it's not doing it
right. This thing just keeps telling me I can't make that video. Can I help you with something else? It's like, "Oh."
Oh, Gemini. because it's yeah it's if you have like oh every day I do emails every day I do this. Every day I do like the best thing to do is to try to automate as much of
Well, and one of the cool things for you is that you'll if you have a task that you do multiple times that ended up in that spreadsheet. What I would do is I would record it using Claude or ChatGPT like because there's a record session and you can actually record yourself doing the task and then you can have it automate that task if you have to do it again for other people. You can actually have it record your screen and it'll follow where your mouse does. It'll and it's like taking screenshots and interpreting the data and doing all of that. So, as you're doing the task, it's building a map on how it's going to do the task. And then you send it through doing the task and you're like, "That was good. This is
wrong. This is wrong. This is wrong. Fix those." And you just keep fixing the little things until it's like, "Okay, got that 100%." And it ran 100% four times. And so it's like, "Okay, it's done." Edge cases still might jack it up, right? So if something weird comes in, it may have a mistake, but if you've gotten it to the point where it's right enough that it provides you value on a daily basis, like that's close enough for me. Um,
but like [clears throat] does it have the So it all have to do with whatever plugins are in there,
right? So that the plugins are really
Yeah. So like if you have, as an example, like if you have like Gmail and Slack, it can send you Slack's like a messenger. It can send you a message on Slack saying, "Hey, here's your email update for the day. What do you want to do about And you can send the message back on Slack and it'll do the thing for you.
Yeah. Yeah. You can be like, "Hey, draft these replies, delete these things, archive these things, whatever." Right. Or one of my favorite things to do is um tell me exactly how you would handle each email. And then I go through and fix it and I say, "You should handle this email this way, this email this way, this email this way." Because now it's giving me what it thinks. And sometimes that change is like, "Oh, I would actually rather solve the email the way the AI suggested." And then once it gives you what it thinks, because you know, and you have the context, you just go back through and fix it. And you say, "Hey, what you did was a great start.
Here's what's accurate. I need you to embed these in your decision rules moving forward."
Do you create different desktops for your different businesses?
If I'm if I'm doing like multi-channel work that day, I will. But if I'm just like just opening up and just like sometimes even if it's like I'm doing coding work for a bunch of different businesses, I'll just keep that on one desktop.
It just kind of depends on what the day calls for. But I know if
Yeah, GoPro seems like the easiest thing to do for especially if you're have certain plugins and record different things like it would be too complicated for it to be doing like insurance and real estate in the same place,
right? Yeah. Yep.
Yeah. So, I would save them as different projects within the AI and then you can put those like you can open different windows and put them on the different desktops that you have.
Um, how do I download all these I thought there was like a download.
So yeah. So if you click that X uh that one and then there should normally select all.
Oh, if I maybe if you hold shift you'll be able to select them all.
There you go. Yep.
Then you click on it. Oh, does it does it?
Okay.
Yep.
All right. Okay. But yeah, honestly, one of the best workflows that I've ever set up is having my emails not need to be read by me.
so when I downloaded all these, they all came in as folders.
Folders.
And then you have multiple things in the folder.
Oh, perfect. Yeah. So that's like,
yeah. So you have your client context cards here. You should They don't. So, oh, it's because it deleted it. Yep. I've got it rebuilding all the like the samples and stuff, but you do have like the the samples about the Yeah. So, you can upload those as samples
and it should create the And you can adjust this as well. So, like if you're like, "Oh, I don't like this. I do like this. I'd like it to add something." You can make adjustments to that as well. That's not locked in stone by any means
because I also like can't read this. So, like how do I make it so I can change it but like do it for this is like I don't know how to edit this
for things because I'm supposed to edit this, right?
Honestly, if you're going to edit it, the easiest thing to do is probably to put like read through it and see what it says or take it to ChatGPT and have ChatGPT give you a summary of it.
Yeah. Yep. Yeah. Like have it summarize.
I was like, I can't read this. A great thing to do is to take the whole folder, upload it in there, and say, "I need to make this for my clients. Tell me how all of these cards work together and how I would build a card for sample client B or whatever."
Because that's the big thing is like getting something created and then iterating it so that it's something that's actually super duper useful for you.
Yeah, that's I feel like that's the problem that I have sometimes. I'm like, if I'm being honest, sometimes I have a hard time if I'm going to come here because I feel like it just gives me more to do. And I'm as soon as I leave here, I'm like, that's all hard. And I never do it again.
Yeah. [laughter] Right.
The next week I'm like, "Oh, this is cool. Oh, this is hard." And then I leave and I never do it. And that's literally what keeps repeating every time. [laughter]
This loop.
That's the loop. I was going to say, "There's your loop."
And I'm not actually getting I'm not doing anything. It's like really too hard for me. So the trigger is you show up here, then you get education, and then the the win state is you forget it all.
Yeah. [laughter]
The exit condition is you forget it all.
Oh, this is cool. And then I'm like, oh, [laughter] save stuff in a file and I'm like not going to remember where to find it.
Right. Yep.
Yeah.
Your awareness level really.
Yeah. [laughter] I'm aware of what I can do. It's just I'm not doing with it. It comes down to when it comes down.
It's like, wow, I've been doing
this how far ahead you are everybody, [laughter]
right? Yeah. Right.
It's like, look at all these things I can do. [laughter]
Look at all these things I can't do.
Look at all these things I should know how to do. [laughter] That's awesome.
Yeah. Yeah.
So,
if you take like a half hour every day and just say like, I'm going to take like I'm going to block a half hour and the end result of whenever these blocks end. And so it's kind of creating a loop of like the the enter condition is whatever that half hour block is on my schedule. The win condition is I am closer to having AI manage my emails than not. Right? And you just take a half hour every day and you're like, "Okay, how do I solve this problem?" And you're just like, "Okay, the first thing I need to do is make sure the plugins connected. Then I need to XY." And you just kind of and then at the end of the half hour, you're like, "Okay, I can keep working on this or I can go do
other stuff." Because a lot of people don't work on this stuff because there's no end point. There's no clear. It's like I could be on this all day. Yeah. Right. And it's like, okay, if I set a goal of a half hour of just daily doing it,
it's going to make an impactful difference because it's it's the old like people underestimate what they can do in a year, overestimate what they can do in a day. It's that whole pro. If you're just like 30 minutes and by the end of however long it takes 30 minute day day I will have my emails completely managed for me by AI.
So if you have if you're if I paying for ChatGPT which I am
and it's through like my regular personal email address.
Yep.
And I have like eight Googles.
Can you add the plugins to all the Google?
Yep. You can connect them one by one by one.
Oh okay. And so like I have so as an example I have my personal email hooked up. Actually I might be able to show you. I have my personal email hooked up and I have my my business email like all of my business emails but those ones are the Googles.
Yeah, we can do email management. We can do so on Apple you can do text message management because the the text come through on the computer and they're just stored in a database. So, like I have uh one of the cool things that I've been having AI do on an automated task cuz one of the biggest problems that I have with project management is at the end of doing the thing that resolves the project, I have to then go into the project management system and click the buttons to make sure that everybody knows that the thing is done, how it's been done, all that kind of stuff. So, I've been having um a Grockbot analyze my uh what they call work streams, meaning it goes and it checks my Gmail for sends, responds, like any emails
that came in. It goes and it checks the activity that I've produced in claude code. uh the activity I've produced in ChatGPT, the activity I've produced in Grok, the activity that I've produced in GitHub, which is like where you store code um on Google Drive. And so it's going and checking and saying, did anything happen with this tool that I know Ryan uses? If yes, I need to analyze what happened and then analyze the uh projects and compare them.
So you can add multiple AIS into one AI.
Mhm. Yeah. So like so like when I have Grockbot, it checks drive and it's like was something uploaded to drive today? Yes. Okay. What does that relate to? Got it. Now I need to go update that project that this got done. And it does the same and now it's on you to follow up with whatever." And it's just that over and over and over again.
