AI-Powered Course! How to Customize Lessons Automagically

Personalized education usually requires more time from the instructor. AI changes that equation by letting a course use a few details about each student to shape the lesson automatically.

Collect the context that changes the lesson

My example uses three pieces of information: the student's job title, the company, and what that company sells. A learner in podcast production for B2B companies should not receive exactly the same explanation as someone working in another role or market. Those fields give the system enough context to make the lesson feel relevant.

The form triggers a marketing automation workflow. The CRM sends the student information and the lesson prompt to OpenAI, then uses the response to deliver the next part of the course. The automation platform handles the sequence while AI adapts the content inside it.

Build personalization into the workflow

The process is similar to a journey builder: a form submission starts the flow, an AI step generates the customized lesson, and later steps deliver or store the result. HighLevel was the platform in my demonstration, but the pattern can also work through other automation tools that connect to OpenAI.

The key is to define what the model should do with the student data. A prompt can tell it which lesson to teach, what examples to use, how long the response should be, and what the student should do next. Without that structure, personalization becomes random rewriting.

Make the course more useful at scale

Personalization does not mean every lesson needs to be written from scratch. The core teaching can stay consistent while the examples, vocabulary, and applications change for the learner. That gives a course a better chance of feeling practical without multiplying the production work.

The same pattern applies beyond courses. Any automated education or onboarding sequence can collect context, ask AI to adapt the material, and send the result through a defined workflow. The work is in choosing the right fields and designing the prompt that turns them into useful instruction.

In this episode of AI-Driven Marketer, Dan Sanchez demonstrates how to build an AI-powered course that customizes lesson plans based on students' job titles, companies, and target audiences. He walks through the entire process, showcasing the use of AI to personalize educational content at scale, making the learning experience more relevant and engaging for each student.

Find the course at: https://aidrivenmarketer.com/course

My CRM/marketing platform: https://aidrivenmarketer.com/toolkit-marketing

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welcome back to the AI driven marketer

I'm Dan Sanchez my friends call me danz

and in this video I want to show you how

to make an AI powered course yes we can

customize courses now we can do

personalization at scale so that you can

actually not just deliver an awesome

course but then customize the lesson for

every single student and it's not nearly

as hard as you would think let me show

you how first I'm going to dive into my

website and I'm going to be walking

through this visually though I'm going

to try to explain it along as I go so if

you're only listening on the Pod uh you

can still get the gist of what I'm doing

even just by listening but if you want

to watch you can watch it on Apple

podcast YouTube or the website Aid

driven marketer.com which is actually

the page I'm looking at right now it's

Aid driven marketer.com slcse and you

can see I have a very basic landing page

here and there's a little bit different

going on here this is a free course you

can actually come here and sign up for

it if you want to see like what this

would look like for you uh based on your

information um but I recommend coming

here and testing it out for yourself but

I'm going to go and walk through it

myself here for starters I've already

prefilled this form with my basic

information I put my first name last

name my email of course and then I asked

for three pieces of information that I

use to customize the course for you

because with these three pieces of

information I can tailor the lesson so

let's take a look at the put things I

put and I use some details from a former

employer and my past job title there

which my job title was executive

producer and I asked

uh what does the company sell in that

particular company which was sweet fish

I sold pod we sold podcast production in

general and the company Sweet fish sold

to B2B companies so I've put that in

there executive producer podcast

production B2B companies I'm going to go

ahead and click Start course boom you're

in the welcome page loads nothing custom

here um but let's go into what's going

on behind the scenes I'm actually logged

into my crmm marketing automation

platform called highle which if you

haven't heard of highle like go to my

website under toolkit Aid driven

marketer.com toolkit it's under the

ultimate marketing platform and you can

learn more about high level and what I

freaking love about this CRM gosh it's

so freaking cheap for all the stuff that

it does uh I can't go into all the

things about high level now but one of

the cool things that high LEL does is

let you go into like this automation

platform it's you know in HubSpot it's

called workflows in infusion soft they

were called campaigns in active campaign

they're called automations

everybody's got a different name for

this thing you know in in Salesforce

it's a journeybuilder so it's kind of

like whatever you call this this drag

and drop place where you can have a

trigger that runs through a sequence

afterwards and high level they have the

ability to tap straight into uh open AI

API so you can essentially access chat

GPT straight natively from the platform

but there's other ways to do this if

you're not using highle for your

marketing automation platform you can do

this with HubSpot and I believe you

could do this through zappier through

other platforms too though I haven't

tested and confirmed but I know for sure

that you can do this with HubSpot and i'

I'd I'd be surprised if a modern

marketing automation platform couldn't

like work through zapier to get the same

thing done so let's take a look at how

this works and how it's actually

customizing the course so first there's

the trigger that form we just submitted

I'm going to let that run it's sending

me the first course right now the first

thing it does is Bam it goes and Taps

into J chat GPT you can see I have it

loaded up with lesson one it's going to

chat G GPT for Turbo um and I'm giving

this this really long prompt um and I'm

actually customizing The Prompt let me

pull up the prompt for you here as I'm

pulling it in Via Dynamic field but let

me show you what this prompt actually

looks like so you can see here in this

note that I have this super long prompt

that's generating the thing um and I'll

kind of read it to you it starts off

with like a write a three-point action

plan for the marketer uh who has just

watched a lesson on AI marketing

transcript below to have them get

started customize the action items based

on the information provided about the

marketer below right in the first person

is Dan Sanchez the teacher directly to

the marketer in a style that is friendly

and uses simple terms keep uh each

action item extremely concise do not use

formatting but do number each action

item use the template and example below

to guide your writing now if you don't

know how I use these long super prompts

and how I'm using this this temp and the

example and the transcript to do all

this stuff go through the course I

actually outlined this how to do all

this really robust prompting in the

course that I've actually put out here

for free so like you'll learn about all

this in the course I'm actually

utilizing what I talked about in the

course to build the email course so it's

kind of fun that I'm putting it to work

um but you can see here the next part is

I'm actually dynamically inserting

custom pieces about the marketer the

pieces that I just put in myself about

like being executive producer doing be

working at a podcast agency and all that

kind of stuff is dynamic Al inserted

into the prompt and that's where the

magic happens including my name like

including the name of the person so it

can dynamically call it out and we know

like insert first name's pretty basic

but it's still a nice touch if you can

put it in there AI can do it for you um

and of course I give it a template of

what the lesson should look like an

example of what that template looks like

and in there I'm also dynamically insert

not dynamically I'm statically inserting

the transcript from this particular

episode um what's nice about working

through the API is you can set a

temperature if you're not familiar with

working with the API temperature is

where you can uh set like how creative

or straightforward you want the output

to be the closer to 0.1 you get the more

straightforward it is the closer to 0. n

you get uh or I think it's 08 I think 0

2 is the most straightforward 08 is like

the most creative where it might

hallucinate the most and take the most

Liberties I have it at 0 three almost

all the way straightforward because I

don't want it to I don't want it to get

me in trouble and I want it to stay on

track for what I've given it um but

there's other use cases for the other

one so that's the first step it actually

generates that prompt the next step is

actually map mapping that response to a

field called chat GPT field

one it takes that field and then it

sends this first lesson it actually

sends it goes through this really fast

and it's probably waiting in my inbox

right

now um and then it sends an email that

looks like so right so in the email I

have a basic uh

not customized intro to the lesson which

is good I have a link to the video of

the lesson and under that it says your

custom action plan and that's why I

insert the response that chat GPT gives

me back and this is the cool part

because let me show you what that

response looked like for the information

I just gave it so here we are in my

Gmail inbox where I'm looking at that

exact email where I have the intro I

have a link to the video which sends

them back to the AI driven marketer.com

website to watch the video but more

importantly underneath here's the your

custom action plan and you can see it's

customized for me as an executive

producer uh somebody at a company that

works for B2B companies producing

podcast services and it says it breaks

it down into three kind an action plan

of beginner action intermediate action

Advanced action it says dan as an

executive producer focused on podcast

production starting by start by

experimenting with AI to generate

engaging episode titles or descriptions

try asking AI to create create a catchy

title for a hypothetical podcast episode

based on a simple theme you provide so

it's a very beginner action step most

people have done that already if I'm

playing around with AI as an executive

producer I've probably already done this

so we jump to the immediate intermediate

action step once you're comfortable with

generating titles and descriptions level

up by using AI to draft outlines for

your podcast episodes provide AI with a

topic and a few key points of what you

want to cover and ask it to structure an

episode outline that includes

introduction main content sections and a

conclusion this is starting to utilize

the actual lesson that I talked about

with the super prompts that was lesson

one AI marketing super prompt so it's

starting to actually pull some of the

content that I've given in the lesson

into helping them level up their prompts

let's go into the third one Advanced

action to truly integrate AI into your

podcast production process consider

using AI to transcribe interviews or

content then refine these transcripts

into polished ready to publish show

notes provide AI with the raw transcript

and ask it to summarize key points

highlight actionable insights and format

the content in a in a reader friendly

manner ensuring it aligns with your B2B

audience's expectations so really cool I

actually used a like in the sample for

the lesson I actually used podcasting

but I didn't it could have been

something else if I given it a different

jav or being a CMO in a beauty industry

it would have given me something related

to CMOS it actually leans on the role

quite heavily in just termining the

action plan so that's pretty much it it

actually uses the same process and

that's just inserting that field there

it actually uses the same process uh

because it waits 24 hours and walks

through it again then it it goes in

queries chat GPT again with the second

lesson in the same way it's actually the

same prompt used over and over again all

the only thing I'm switching out is the

transcript uh itself so that it's a

different lesson uh and then I do it

again for lesson two lesson three lesson

four lesson five and it's that

straightforward but think about how much

more interesting it is that it's giving

me custom action plans based on this

role of executive being an executive

producer um and I've seen I've tested it

with so many different job titles and it

usually does a really good job of

tailoring it to the job role itself I

think this is a huge step forward

utilizing the current Tech we have now

not waiting six months for chat GPT 5 or

some other Tech to do it this is

something anybody can do with even

current existing courses they have

anybody can level up an email marketing

course with this kind of plan

considering it's completely Dynamic

every single output will be different

based on the company they're working for

the products they sell and the role they

have within that company which is the

whole point um the more we can customize

lessons the more we can actually have

people take action make it simpler for

them to get started and if we're doing

this for marketing build Affinity with

them so this is a cool step forward I've

taken I'd love to know what you think

let me know uh go to linkedin.com

ndigital marketing Dan

um shoot me a message connect with me

I'd love to know what you think about

this what you think about the course go

ahead and go to Aid driven marketer.com

sign up test it out for yourself this is

pretty early for me I even have a little

comment at the end of every email here

asking for feedback because I want I

don't know I want to see what AI is

producing for you and if it's actually

hitting and making it more helpful for

you to implement the lesson itself so

give me some feedback and if you haven't

already leave a rating for the show

we're slowly going up the rankings for

AI Marketing in the Apple podcast store

and that's based on episodes and your

ratings so go tap that star uh give it

the amount of stars you think it's worth

and uh if you want to go above and

beyond I'd love a comment let let me

know how this show is impacting you

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