Ai Copilot: Your Next Partner for Decision Making w/Karl Yeh

By Dan Sanchez · Episode published December 15, 2023

I’m sure you’ve noticed it too—the AI revolution is here, and if you’re not keeping pace, you’re probably falling behind. I recently had the chance to sit down with Carl Yeh to talk all things AI marketing, productivity, and custom GPTs. If you’re still…

Why ChatGPT Plus is Worth Cutting Netflix For

Carl and I both agree: If you’re serious about using AI to ramp up productivity, you should seriously consider investing in ChatGPT Plus. Yeah, it’s so popular they’re actually pausing subscriptions (who ever heard of a business turning away money?), but that’s just proof of how transformative this tech is.

The Simple Way to Create an AI Copilot

If you’re new to using AI, starting with a \”copilot\” can be a game-changer. Think of it like having a world-class business mentor right at your side. All you need is to set context clearly:

Specify the role: \”You are a world-class strategist specializing in X.\”
Add context about your business and your goals.
Provide clear examples of what you want it to do.

Suddenly, you’ve got strategic advice, creative brainstorming, and detailed analysis just a prompt away.

Does Calling Your Copilot \”World-Class\” Actually Matter?

Funny you should ask—I wondered the same thing. Turns out, according to Carl, it does. If you tell ChatGPT it’s a \”junior\” copywriter versus \”world-class,\” you’ll genuinely see the difference. It’s like asking for jiu-jitsu advice: sometimes black-belt advice is great, but if you’re a beginner, guidance from someone just a few steps ahead might actually be more practical.

Why Custom GPTs Are the Next Big Thing

Custom GPTs are blowing my mind lately. Imagine uploading your company’s policies, guidelines, or even your HOA bylaws (been there, done that). You can then ask super-specific questions, and GPT instantly gives you clear, precise answers—no legalese-decoding required.

Real-Life Use Case: Automating Customer Insights

Carl shared how he’s automated tedious tasks, like summarizing customer calls using tools like Respell and Zapier. Imagine:

Dragging an audio call recording into a tool.
AI instantly transcribes, summarizes, and even posts insights directly into Slack.
No more hours wasted manually combing through data.

Automating workflows like these is exactly where AI shines.

What’s Coming Next in AI Marketing?

Looking ahead, AI agents are about to shift from merely performing tasks to accomplishing complete goals autonomously. This means less micromanaging and more strategic oversight. We’re talking about AI doing not just the grunt work but also the nuanced tasks—like crafting complex proposals or personalizing detailed strategies for account-based marketing (ABM).

Time to Get Practical

Bottom line? AI isn’t just theoretical hype anymore—it’s here, and it’s already transforming productivity in AI marketing. Whether you’re creating your first copilot, automating tedious tasks, or just trying to figure out how AI can save you from endless monthly reports, it’s time to dive in.

If you’re ready to actually implement AI strategies in your marketing workflows, Carl and his team at 0 to 60 AI are a great resource. Don’t try to do this alone—save yourself from hitting every roadblock along the way and get the insights that keep you ahead of the curve.

See you in the next one—hopefully, your bot won’t have to talk to my bot anytime soon.

welcome to the AI microskills podcast where I'm curating the best lessons on AI for marketers who want to Leverage The Best of what's available now today I'm talking to Carl J about how to become more productive with AI Carl welcome to the show thanks a lot Dan I've been following you for so long and it's great to be on your show and connect dude it is that's the fun thing about LinkedIn you could be building relationship in the comments for years and then when you finally meet face-to-face kind of like know each other already it's a fun experience experiences probably maybe even going away with like people using AI commenting systems now I'm like have your Bots call my boss that's kind of how I feel like where it's going now but hopefully it doesn't get

I'm excited to have you on man I'm taking the Deep dive into AI I've been started really drinking the Kool-Aid I mean I've been playing with AI consistently over the last year and I'm using cast magic to automate stuff and I have a I have my open AI Pro account I use it probably daily now but only over the last couple of weeks I'm like that's it it's time to roll up my sleeves and really really dive into this and start learning about how people actually leveraging it and getting the most out of AI as it is right now or in the near future for sure to kind of kick it off I'd love to know like what are some of your best to workflows for GT specifically around just productivity okay specifically around Chachi I think there's one piece now it all depends to

the the person has a GPT Plus account or just using the free version of Chad gbt highly recommend if there's nothing else you would spend on maybe cut your Netflix and go to the plus version although open AI has you know pause their accent of new plus users just because it's overwhelming but for me to show you how good it is right people are like it's like hold on no no don't give us money don't give us money we're not ready but just crazy so if you do so and you can do this with normal chat GT but it's a little you'll have to do a bunch of work around but for me the number one thing for anybody I feel this

any business is building your own copilot so when I talk about a co-pilot like we've created a co-pilot for 0 to 60 a i the company that I'm co-founded but it's we're talking about imagine a business Mentor coach even investor that will be on your shoulder everyday that you can ask questions to related specifically to your business so imagine that that ability 24/7 and literally can answer things like I don't know like advice on handling clients Business Development how to charge

technology insights how to use AI for internal business operations Finance accounting Human Resources all these things if you actually create like we created a GPT specifically on that pause pause for people who are new to this and are like like maybe they fit with it like give me some prompts give me some productivity stuff of like okay building a co-pilot this is a this is a bigger undertaking but it's someone's like getting into the shallow one what does that look like for for it

I'm with you on the custom gpt's I've only started digging it out we'll trade a little stories here in a second but give me some basic productivity stuff from the shallow end so let's say you can actually do this without building a custom GPT I think the only difference is that a custom GPT has a knowledge base where you can upload information and where I can pull from now you can if you don't have Chachi PT Plus you can actually or what if you use other language models like borrowed or claw or whatever you using you can prompt your way to a copilot so I know the the media

what is of AI would be task like to complete a task right and for marketers it's called a lot of it is content creation Sometimes some strategy may be analyzing financials are reporting but if you actually think about what's an llm could do and the ability to what kind of prompt you can give it it doesn't have to be specifically about tasks it can be about hey providing you that strategy providing you to advise so for example I'll give you really simple prompt this is how we start our copilot you are a business copilot and strategist for our AI

confirm called 0 to 60 a i you provide business advice strategy tactics on building our business and then I lead with your world class expert in business strategy and development especially for startups and consulting firms you are an expert and understanding the challenges and opportunities for small businesses and how they can navigate AI to make an impact so that line itself sets up whether you're using free or a GPC sets the context of what this co-pilot will do and then add a couple little things like you have Decades of experience building businesses and scaling them and understand the power of AI

that alone should set you up and that's like just the starting point but there's obviously a whole bunch of things you can add like contacts criteria and other stuff to build your GPT or your co-pilot it's funny I literally I'm using its I started with just basic prompts like most people do especially if you're in content marketing world you're like hey like it's super normal if you're a podcast thing to just take the transcript and use that to tell it to make a blog post social post Tweet Tweet thread like all that stuff cast magic now automates that whole process for you but that's that's pretty basic and I've been doing that for a while only within the last I'd say two months if I started like using chat GPT to help me think

I was like in my opinion like a different level of using chat GPT I even did it this morning and I was like what did I prompted with I'm like can you give me some business models even around this this podcast and this market and I'm like what are some Target markets for it and it's it's been out some Target markets I'm like Hey Google me Dan Sanchez marketer and it'll find my website here's my resume based on my previous experience which Market should I go after and it did a fantastic job of analyzing what I had already done and said and I were talking about telling me like based on where you're at based on what I'm seeing you should probably focus on this industry I was like oh actually that's really good it helped clarify my thinking so you're talking about using chat TPT to really essentially help you think

a description of your business what your business goals are and then you know that sets the context of it and then give it some examples you don't have to give all the examples of how you plan to use this and the beauty of it is once you put this in you'll have a thread that you can continuously ask questions against it so you've built this AI copilot for your business or doesn't have to be your business

if you're a marker working for you know whatever company you can be specific to your industry be specific to your team be specific to a project you can actually build multiple co-pilots on certain things and the awesome thing about a pilot is it can create you content because it has the context of what you're looking for so it's a really simple way to really use to enhance the use of Chachi BT going Beyond just you know create certain piece of content or accomplishing a task so before we get into custom gpt's tell me a little bit more about what kinds of roles you were having a I speak to

it depends on the situation so like one example would be we wanted to this is kind of outside the marketing scope where there was a submission and the submission is you know creates a PDF and then that PDF gets turned into code and then applied so instead of say you are a marketer you are the situation is more on business analyst more on specializing in let's say Grant applications so what I did is you are a world-class business analyst specializing

Grant applications for whatever industry that sets the context and then you can add liquid there's like you've had Decades of experience you've had whatever else that you can put in but that does set the context of it but you can from a real perspective you can be anything just think about what role would this task or this action normally fall under and apply that does it really make a difference if you add the words world class or you have Decades of experience to the role I mean I can understand how the role you are X give me feedback as X but have you tested that like I see lots of people are saying it but I'm like oh does it really make

does it does it change it does it go to a different level saying world class you know I've actually tested it more so on you are a world-class let's say copywriter you are a junior copywriter there's a big difference with the the outputs right now you may not obviously from a perspective I've yet to meet anyone wants to put junior or intern copywriter but there are probably situations where you don't want it you want it to be at a specific level I just haven't really thought about that yet but imagine like you can set those levels which is a power in itself Mike

when I want world class everything working on all my business I actually have an example for this I just thought of it imagine if you put like let's say you're in school and you're like I want to be a world-class I don't know engineer who does this but I need to write a paper the output of that paper imagine like I am a graduate level engineer I need to write like that's how one way you can I guess you can control the output of AI that's a good point actually I can think of times especially if it's giving advice to you sometimes world class advice

just highly impractical to somebody who's in the beginner stages you know world like if you're studying Jiu-Jitsu it's a very nuanced Sport and you want some feedback I'm just kind of shooting since we all know like Jiu-Jitsu has belt levels getting feedback from a third-degree black belt unhelpful some often getting feedback from a purple belt who's like three steps up from a white belt probably way more helpful yeah that's great use case and you can test it right you can always test these things yeah but it'd be fascinating to see what the what the outputs are so that's kind of an interesting case off to think about that as I go and get it to give me feedback I can think about like what maybe a role a step or two ahead

more more accessible for me where I'm at now so that's cool dive into custom gpt's only something I started playing with maybe 2 weeks ago I discovered that it was there and I blew my mind I know the applications as soon as I saw it because I've been working at tech companies and they're all about uploading documents just even for chatbots you have support chatbots and they're like well you can train the chat box on your your operations and your dogs so they can provide better answers to your customers obviously use case right that's where most people are spending their time on right now the funny thing is even as I was working at the company and they're training they're doing chatbots for like higher institutions for admissions lots of details to know even

I don't know all the details about all the admissions details and it's really helpful for a chatbot who knows that all the schools ins and outs you know the whole product catalog which is usually how schools operate but even as we were development the HR Director said something different she's like man you know how many people ask me about like HR things that I answer over and over again and it really opened when she said that I was like man this has so many implications to be able to upload information and be able to ask it questions based on that information because this is the new search engine to be able to not just answer a question that's it hidden in a box somewhere but actually do analysis on it actually create content from it actually have the Khan full context it's a game-changing application that's what

custom gpt's allow you to do is to create your own custom gpt's your own custom chat GPT based on the information but tell me how are like what are the different ways that you're using it because you can upload documents to it but you can also trained it yeah there's so one of the things that you know I've been using before and actually client wise you know setting those up for custom AI chatbots like tools like chat bass retune Dante have actually and there's a difference is between custom GPS and those chatbots there's pros and cons to both I think from a GPT perspective the big one right now is that only

can engage with them and you know a custom AI chatbot like a chat bass you can embed on websites and embed on pages which then allow a broader use but the one thing that I feel you know let's let's start with basic first what you're talking about is data retrieval right so you ask question retrieves data it provides the answers helpful there's a lot of use cases for that but let's take that let me give one use case real quick so I just did it I just got elected to like my HOA board okay new neighborhood they needed aboard I was like sure why not do I don't you know how long the the bylaws are but I don't read legalese I'm like brand new I'm a marketer I'm a business

turn on read legal I uploaded the whole ccr's like the whole bylaws Jack GPT made a custom GPT now I just ask it what what I want like wait what's the process for this what are the rules on how long before why it's way and it interprets it for me it's way smarter of course I have to go reference it just to make sure but like yeah it's it's it's it's way easier for me than to go and look at the table of contents try to decipher what the heck it's saying it's much smoother so that's the one application I found just for data retrieval for myself and one thing that you have to think about two because you're using with a custom GPS now using like the advanced version of GT4 and when you create them you can have you have

where are Advanced data analytics whatever they term that it can analyze you know structured data like csvs reports and so on but the one big piece that I really love about it is you can you can you use GPT for with vision so you can upload images on a variety of things so Black Friday simple example know this you can use this with GPS for so you can download the app if you have gp24 you can use Vision what I've been doing is taking pictures of like price tags so it took a picture of price tag and said okay is this the best deal for I don't know I think

that furniture store wherever that was for this type of couch I took a picture of the couch too that's still in Canada give me give me Alternatives so analyzes the price analyzes the couch gave me a bunch of like alternatives for that couch and I like fantastic so now I was looking at the the different things so I mean it's doing multiple steps it takes a picture analyzes the picture to understand what the heck this is in the price that you're talking about then goes and uses cuz it's attached to being so it did a big search options and then did they announce this to figure out what the better options were based on what it yeah it's a lot of steps that it's doing really quickly oh for sure and like from a marketing

think about the reports that like I just took a picture of Google analytics for ga4 like a page I took a picture of that and I said give me the top 10 insights give me the top 10 recommendations based on just the picture and it gave me everything about it so then I took a picture of our quarterly reports that's like it's a pretty significant pretty big you know spreadsheet it broke everything down and then you can just have conversations about you know specific things like Source like pipelines and all that kind of fun stuff but to me that is the one untappd piece that I think people are missing out

that ability alone to I feel it's even stronger than code interpreter because it can analyze like what you have on screen rather than you know trying to figure out what's the what the fields are and all that kind of stuff it just takes that and there's so much use for that that I think we're just starting to at the moment I mean talking about productivity I'm like dude marketers are going to have to write executive summary as a reports that anymore or maybe like going to be writing all of them and we're just going to be looking over at cleaning it up maybe shortening it down exactly like like think about how much time we freaking waste on this every month just writing reports so that someone above us can have an

what we're doing and what what we're behind or where we had like a is good to do this yeah and I think the the really the big piece that you know we're missing out on is just thinking about ways that you could you could use it right because at the moment there's yeah there's prompting courses and there's a whole bunch of you know how to use it for you know creating specific tasks how to use it for making money and so on but this is where I feel there's a big gap and it's widening is that there's people who use AI frequently versus people who use it infrequently or not at all but because of the pace of

change the people who are using it frequently get upgraded with hate they know this came out this came out this came out this feature came out and just keep upgrading their skills but the people who use it in frequently or don't use it at all like they don't know that these things are coming and they may have just used let's say a chat gbt couple times like the answers aren't very good I'm not going to use it or I use it sometimes I think like there's that big gap and I feel the Gap is because everything is moving so fast all these tools are coming out there's no one actually using to educate and then how do I apply it from a real business sense like there's a lot of hype there's

blah blah blah like hey how can businesses actually use it in a reliable scalable Manner and I think that's like the missing piece and that's where like there's that's where we can focus on and I feel like that's a place that you know with your podcast and other people can really dive into like hey how can you help people businesses like use it today not just like prompts in a bunch of like content creation but like there's actually really cool tangible things you can use it with that's what I'm hoping to do it's why this podcast now exists because I didn't find what I was looking for someone like well I'm going to have to go and figure it out I'm going to have the conversations by myself because there are a bunch of I finally found a bunch of YouTubers that talk about AI but

how often they're talking about theoretical even LinkedIn people and there's very practical stuff you're posting a lot of practical stuff there's a lot of practical stuff out there but oftentimes a lot of the gurus are talking about theoretical applications of like oh look it can do this really cool fancy thing that's not even close to practical but it's kind of cool to think about what this 1.0 version could look like 2 years from now I don't know moviemaking whoa It's Not Practical right now it's stupid a lot of the bigger creators like AI or or I could do this with this new feature or I created this tool that does all this amazing stuff but he think about it I'm like no business is going to use that

what does a cat sound reliable it kind of does it half the time and then my favorite ones are oh it's going to kill this replace this kill him like either you're really really misleading or you really ignorant of how business is actually operate because no business is going to use that and replace all their people like it just doesn't happen like that so I think that's where like that's where the hype comes in a lot of people get but hey what are some actual things that you can do again Beyond just prompting and using YouTube TV right right tell me more about what you're doing with your what you're calling a co-pilot like now let's dive into that how are you what what kind of what are you

sing it for what kind of documents are you uploading and what instructions are you loading into this thing so let's go actually there's one marketing use case that I think is amazing is I created an ABM co-pilot and what this does is it's a little advanced in terms of what you can use the knowledge base with but its initial task like so we'll break it down what it does first thing it asks you about you know I think 7 is on what your like your target Prospect just like any ABM count bass marketing what information about the account right the last you 67 questions

how about it then at the end it will say hey can you upload any supporting documents whether whatever that is there's actually no custom Chachi BT can't upload website content like it can't train on it but there's actually a site that you can use where you can actually be you can it scrapes the pages turns it into a Json that you can then upload into a custom gbt and scrape paint profiles and stuff I don't know I just been using it for websites I'm not sure about LinkedIn you got to have to test that out they'll be something to test out but if you had data with all your your

it provides a couple things it provides the 10gs you know tailored on the information from the project I gave very specific instructions right like provide strategies on how buyers Buy in 2023 go beyond the typical marketing strategies take unique approaches to this particular account you know Taylor the strategies to be deeply personalized based on the information provided and then I'd say refer to products and solutions

in your knowledge base and that's where the the website scraped is coming in because then it's referring to the products and information there so it got that then I also have it to take 10 potentilla

I don't know an email or whatever it would actually refer back to the writing guide to ensure that it matches the brand tone or whatever that is the the voice and style so and I think like in addition to this custom gbt I actually had hot keys and I got this from another GPD called grimoire where you at hotkeys and then it executes instructions so one of the hotkeys is Implement you know report task number one from the knowledge base and so report test number one in the knowledge base is essentially a word doc that is a set of prompts so when I say execute

it looks at the knowledge base looks at that name and then execute that task in there and then it does it so it that knowledge task was online search look for reports filter reports give me the top no content of the the latest report from this company that was the research task number one and then another one is Implement competitor analysis and so it would execute a competitor analysis using you know being and any other offerings that you've uploaded as well so yeah that's a full copilot that a market continue to ask get

message Jane gets bass strategies and can upload more information or just get strategies recommendations advice on one particular account and I think like imagine the tool that imagine the potential for that yeah it's huge it's funny I find using cheap custom gpt's is a lot like training interns on how to do things right like I used to run in part of a different organization I work for two organizations I ran an internship program and I have 10 new people coming in every year and they'd be working 15 hours a week for a whole year which means I was retraining 10 to 12 in turns every single year which

important important jobs any jobs I can figure out how to train them quickly enough to get value out of them and then learn some stuff launched a lot of marketers in their career this way but I would train them how to write good blog posts and that's the only thing they would do or how to manage social media that's the only thing they would do or how to how to just do certain styles of video but when you're doing that you have to have a certain amount of training on what's your job description who are you and what are you doing what's the mission of the organization where aligning this to what is the reference for how to do this you're going to get trained on you're gonna read through it all one time and then you'll probably have to go back to refresh every once in a while and then what are the standard operating procedures for

thing you have to accomplish within your role I had to get crystal clear on it because they don't know anything like they're coming right out of high school Under this stuff I was getting them like not even postcards I was getting a pre-college and I'd let them a little bit right but I had to train them and had an execute step by step I'm like okay when writing a blog post you're going to get this is the information coming to you you're going to have a keyword you're already have the title pre-written here is an I'm going to give you your going to have an outline already pre-written for you your task is to go and learn everything you can about this and then two hours then based on the knowledge and training you've gotten you're going to then write this blog post and this specific way starting with an intro that opens it up Broad and has a story then moving on to the snippet

and then moving on to the transition to the next most likely question they're going to ask and then this section then to this section and you're just going to repeat this step over and over again you train gpg's the same way you have reference material and training but then you actually break down the instructions as far as you can go because it will execute those instructions step by step if you let it but you have to it's so funny how smart it is but how stupid it can be at the same time you notice that oh I try to get it to just ask me questions I'm like only ask me one question at a time it asks like five questions as a hard time counting for some reason I don't know what it is counting it is not get at like counting words counting characters

counting questions I don't know cpts there too like for example like you know you developed a super long prompt but the models are always changing they're always updating them so sometimes your prompts don't work like that so it's like it doesn't work anymore so you have to be always have to constantly updated the one piece I love putting in though is it's called fuchsia learning put it to me that's just a fancy word for putting examples so you just hey if there's a specific way you want to write something or create something or advise something put that in as an example one or two examples fixes a lot of

I was already using that was so step by step but it was you couldn't program at it you couldn't program it because there's a little bit too intuitive but she could handle it is a fantastic book on how to name things it's probably I've read a couple of books on the topic when I was naming a lot of podcasts working for sweet fish and one book in particular was fantastic called hello my name is awesome fantastic book it had one naming method that was just so good because it was so easy to execute where you'd go and come up with a bunch of words that were related to the the thing you were trying to name

find rhymes with that word then take the rhymes of the words find a movie titles with it in or if I find the Rhymes find movie titles and then or idioms and then swap out the original word so like I came up with them or was it Mike Club was a community we were building for sweet fish because you can hear a Fight Club but it's cuz I would took Mike rhymes with fight and then you swap the word you find oh Fight Club as a cool title if I swap out the original word Mike and I have Mike club and I'm like oh that's a good name see how the process works but it takes a while because for every single word you have you have 10 different rhyme combinations

you have to come up with you can find 10 or 20 or 30 different idioms or movie titles and then you're swapping out the words and then run it and analyzing it to see what sounds good check TPT can run that effortlessly though I made a custom GPT for it I'm still engineering the prompts to give it exactly but it runs it does pretty good it's so many words to walk through though that I had to break it into multiple steps so I'm like hey stop at this process and wait for me to say next because again there's a certain amount of there's a character limit to how much it can give to you in each each output and because it's doing so much processing between each one I have to like break it up into steps but it's getting pretty close

send you an example I'll send you I'll let you play with it and you can see how it works well you just you just touched on one like the the most basic not the most basic like a really good technique is Chain of Thought right so I think like if you notice whenever you prompt anything will chatbot Chachi BT whatever it immediately starts answering but in your prompt you can always put you know take your time there's no rush think through the step by step by step and whenever I put that piece in it really helps sometimes because it doesn't immediately go into the answer it won't like it'll still put up pretty

but it gives it more options to actually break it down like you just said one step at a time rather than trying to answer it all at once and so that's like if you're finding sometimes your prompts are like hey this doesn't make sense or it's just too faster it generates stuff that like is kind of right but not really try to put that in think through step by step and a lot of times it could definitely help with the output it's so funny because sometimes you feel like you're dealing with the machine and therefore I can get exact stuff right but it feels it feels more like your coaching a human a very I don't know how to put this but it's like a genius an awkward an awkward 19 year old

who lacks common sense that's Chachi PT you know coaching something with like all the knowledge out there on the internet and yet still has a hard time making Common Sense decisions you're trying to get it to think through that for sure for sure no I I found that too is just the way that you know I don't know if you found this but I think like for all of us we've been trained to Google like right just put a couple words and it comes out with something right but the thought process behind using a large language models a little different because you're right it's like think about like a teenager with this

array of knowledge that you have to kind of help maneuver in a certain direction right and that's why you put like act as whatever give it some context give it some criterias on what kind of outputs it does versus just trying to put in one or two sentences and looking for the output two very different and there's a lot of talk about prompt engineering but it's more of like understanding there's a difference between you know one or two lines versus like giving it actual context to what you wanted to do right have you gotten anywhere in the like the productivity space in business productivity marketing where you're starting to automate more stuff yeah

that to me is that is more applicable or accessible than gpt's I feel so for example like I love using these three examples the first one is a lot of companies have some sort of tool I would like example would be gone or the collecting a lot of like customer information or collecting on calls or Discovery calls or demos or whatever and those are great but who has time to actually listen to them and process specifically what you want out of it so what I've developed is you know using there's a tool called re spell and all I do

is either Dragon drop the audio sometimes the audio is like an hour long just drag and drop the audio using a very calm like a longer prompt figure out like hey what specific things do you want to get out of that call and then in about a minute or two it'll spit it out but what you can do with the respell is connected to either zapier or it has native Integrations to slack and then pump that out because I think one of the challenges for customer insights is like how do you get that inside to a broader range of people not just yourself right so you can put that on the slack Channel you can put that in a Google Docs

so it makes people don't have to listen to those customer insights they can just see in a couple paragraphs and bullet points Haley these are the specific things that let's say product marketing needs but you can also create one for demand generation you can create one for Creative whatever that is you can tailor those outputs based on your prompting and what do you want it to look for on that so in one to two minutes so like for example like every couple weeks one business would be they would just load in I don't know five six eight calls get the individual summaries and you can take it even one step

and summarize the summaries summarize those eight into here is the trends that you're looking for and you can all you can do this All Through drag and drop copy paste I would say 10 minutes to get not just individuals but those summaries of summaries that's just like one awesome use case that you can now automate with human with men with a little bit of manual but the little bit of manual is just control C control V or drag and drop and to me that's like super easy way for your whole team to see to actually understand your customer I mean it's automating a lot of steps you still have to kick it off manually but when you upload it it's trance

and then using AI to interpret it in the right way and then Auto posting it through zapier to slack so like you've automated four steps in the process there it'd be great if it was also hooked up to the right call system and then tagged appropriately that it would just kick over their automatically but we're getting there it's not far away I feel like most AI automations are usually still have a manual process somewhere and they're not fully automated which even with this podcast I'm trying to get it so it's fully automated because I don't like it this will be turned into a blog post I don't like that I have to manually drag it over to cast magic and then turn it into a blog post so then copy and paste it over to the blog yeah I'm slowly automating more and more of this whole process because I'm lazy and I if I have to do something yes

there's a show that I do and it's about 30 minutes 40 minutes long and the outputs are always the same thing a blog post LinkedIn description YouTube description so right after same tool we spell take the audio drag and drop and then it outputs one two three all the things now it takes about a minute or two but to set this all up takes about an hour and a half for me it did because each every single output I had to actually individually creep like test and

so the output is exactly what I want and there's a little trick to where you can kind of train the bot so let's say it out puts a YouTube description what you know there's no way you just put the YouTube description as is there's a little bit of human you know review yeah after you review it let's say you know you made a couple changes but this is exactly how I wanted to look just copy and paste that into the prompt as an example and then every single time you can technically trained the outputs to be more closely to what your what you what you what you want to eventually put out and so like the blog post is like that the LinkedIn the YouTube

when was like that so what used to take me like 2 3 hours plus whatever time it took to create the blog post now takes a minute or two and even with that you would still took me like 20 20 minutes because I have to find the thread copy the transfer all that stuff I don't need to do it anymore just drag drop and it's there and now I have the content ready and it took 2 minutes total to to do that so I think these are the kind of things that as a marketer hate could you think about the automation of this yeah like you can almost just do an audit of your existing processes manual processes autumn

processes in what steps can be enhanced improve or missing because of a lack of ability to tap into something like AI that you weren't doing before there's a lot of different things going on that can now be improved because there was a there was just limits to marketing automation before for sure you guys get a lot of the gaps of what were possible because you didn't have the data and construction it without great great pains and a massive to do it before yeah you can yeah yeah do you think like I don't want to get too far out in the future but what do you thinks like on the near Horizon for AI like it's you're pretty confident this is going to happen over the next year Max like within the next two years but generally

play next year that you're most looking forward to the big one that I feel that like a lot of companies are solving for is Agents where if you look at what AI can do now it can do tasks even with automation it does tasks it can do this they can do this it can do this so I like dharmesh Shahs like he has like the founder of HubSpot he had a great definition of a I8 what's a what is the definition of an agent and if an agent is it can accomplish goals not tasks so if I put in the goal is I want a marketing report every quarter on this it will

go out and create all the tasks all the prompts everything you require for a quarterly report so you don't have to create the reports you don't have to upload anything it'll do it all on its own and then ask you hey I need these type of documents and go off I believe that there was some the resemblances of that there were tools like cognosis God mode that we're trying to do that but they only work 60% of the time 50% of the time yeah but now I think that's where you know you could see inkling of that with custom GPS but I feel that is the big piece that would be coming out

and I think a lot of people have been talking about it Bill Gates has been talking about it Sam Altman has been talking about it they're all talking about it and that always whenever they talk when there's a lot of talk you know that they're trying to solve for that and you can start seeing a little bits and pieces of that yeah I have one of my clients that I work with right now is is solving that on a sales negotiation coach level where it's like it's coaching but it's way more in-depth it is actually Taps into your sales force or ask prompts you with the right questions to give it the right data and then takes into account your business so it's trained on your business your deals what you can and can't do the priorities of your Executives but then you're giving it like all the stuff that your buyers are interested in what are their requirements

large Enterprise deals what are their their their their their key stakeholders all that kind of stuff and then it starts actually prompting you like this is what you need to do in this next call and then starts actually like here are the here are the it actually creates for you like the I don't know the offers that you're going to make to the company here is good better best and taking everything into account that you've been talking to with these companies to help actually create original value for it so close strong that's I'm excited I even got kicked off this podcast because I saw what they were doing with AI I'm like this is literally like having a pro negotiation game it's it's beyond a consultant because the table to get I guess it's like a consultant as if a

cancel 30-year + negotiation consultant was like always by your side helping you get each step of the process right so that you can close at a higher percentage I'm like oh yeah your tools going to make money because it's getting so many other people money and it's going to be like of course we all know that rapid feedback is the key but no one can afford having that person do more than a training session and we all know we don't we don't we don't retain training materials correct yeah so having the you go ahead noise I'm excited about that future but also it's a little scary right because it's what does that mean like are we ready for agents to actually start doing things for us like there was a there was a demo I saw way back I think it was in February

what about like this company called adapt where they would do the research for your real estate for yourself so you put like hey find a home that is 600,700,001 million whatever it is and it would find it it would go to websites and we just go find those things automatically without you having to go to the website just goes to it so it's like that's coming and you can like they release their like beta version and it's not as that but it's like it can go to websites and start searching so you know think about like in a month two months where does that go now I mean they're going to be

is there going to be doing not simple tasks but more complex tasks for you like an actual personal assistant would for sure I mean we've all heard like the Google call from like me as a while ago 5/6 years ago maybe we're Google's AI assistant was making a hair appointment or something for a client and it sounded real it talked like a human yeah it was just calling up and it was every blue everybody's mind I just don't know if that was nobody nobody could use it I mean because it wasn't really available it's kind of like a nice little demo of like it was it might as well have been a sci-fi film because yeah we never actually saw it but now we're actually getting to the point where hey like these are going to be real soon and they're going to be calling people for you they're going to be doing website research and actually going out and executing on your behalf is it scary I don't know I

can you think of like long-term implications and that's where most AI shows get like really a pocket like utopianism or apocalyptic real fast I'm like screw it I just want to implement what's good right now for sure and right now somebody doing research basic research for me on the web sounds really nice so I'm buying into that Carl thank you so much for joining me on this episode of AI microskills where can people go to learn more about what you're doing with AI for sure so our website is called 0 to 60.00 and you just what I talked about here our goal is to really help businesses and people you tangibly use AI today help educate them so we try to go beyond the hype and what can you do today with it how to can connect

business goals and you know increase productivity enhance your efficiency and just help you do what you need to do for your business there you go don't fall behind on AI contact her I'll let him help you get ahead faster because we all know that having someone to do it with us can always accelerate the whole process rather than you have to hit every roadblock there is along the way so reach out to him in his company and remember AI feels complicated at first but it's like everything else it could be broken down into this tiny steps and pieces so make sure to stay tuned to subscribe to this podcast and are very social channels at AI microsoft.com in order to start catching up with the future

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