Marketing Automation Meets AI: Put Your Marketing On Autopilot w/Audra Carpenter
Audra Carpenter and I discuss connecting AI to marketing automation, using existing podcast content, clearer prompts, and review checkpoints to create repeatable workflows.
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AI is exciting because it can make marketing systems more capable, but the real opportunity is what happens when intelligence is connected to automation. In my conversation with Audra Carpenter, we looked at how marketers can move beyond one-off prompts and build workflows that keep working after the first setup.
Treat AI as part of the system
Audra had worked through several waves of digital marketing and saw AI as another moment when experimentation matters. The tools are changing quickly, but the basic question stays useful: which repeated task is consuming time, and what information would let a system handle part of it?
Marketing automation can receive a trigger, gather information, call an AI model, and send the result to the next step. Tools such as Make and Open Router can connect services, while a CRM or content system can store the output. The model is one component in a sequence rather than the entire strategy.
That distinction matters because automation without a clear process simply creates faster confusion. A marketer still needs to define the desired result, the inputs, the format, and the point where a person reviews the work.
Start with content that already exists
Podcast content is a useful example. An RSS feed can signal that a new episode is available. The workflow can collect the episode information, create a transcript or summary, prepare social posts, and route the material for review. A similar system can help with clips, captions, email drafts, or follow-up tasks.
Audra described the challenge of cutting, captioning, organizing, and distributing podcast material. These are sequences with enough repetition to benefit from automation, but they still need editorial choices. The goal is to remove the mechanical handoffs so the people involved can focus on the parts that require taste and judgment.
Improve the prompts and the handoffs
Consistent automation depends on clear prompts. An assistant can help refine a prompt so the model knows what information to use, what format to return, and what constraints to follow. The prompt becomes part of the process documentation, which makes the workflow easier to repeat and improve.
That does not mean the workflow runs without oversight. Models change, integrations fail, and a result that looks plausible can still be wrong. Build checkpoints where a person can confirm the source, correct the output, and stop a bad result before it reaches a customer.
The long-term advantage is not simply producing more content. It is returning time to the team and using that time on revenue, strategy, and better customer work. As AI becomes more capable, the marketers who understand both delegation and automation will be better prepared to adapt.
In this episode of the AI-Driven Marketer, Dan Sanchez talks to Audra Carpenter, an agency owner and digital marketing expert, about harnessing the power of AI to drive revenue and optimize workflows. They delve into the intricacies of automating content creation, integrating AI tools like Open Router and Make, and the challenges of staying current with evolving AI models. Audra shares her insights on the future of AI in marketing, the necessity of embracing automation to stay competitive, and practical tips for maximizing the impact of podcast content. Tune in to discover how AI can revolutionize your marketing strategies and streamline your processes.
Timestamps:
00:00 Nostalgic about missed opportunities in digital marketing.
05:25 Published 50 AI courses in speedy manner.
09:15 Case studies inspire automation and delegation.
10:07 Utilized social media to advance career.
13:52 Technology pivotal, automation increasing, oversight essential.
18:57 Posting challenges lead to app development.
19:50 Utilize RSS feed for efficient cross-platform content sharing.
22:55 Need affordable image automation tool for mass emails.
28:37 Revisiting make for customization challenges, but still necessary.
31:39 Editing process involves cutting, captioning, and organizing.
33:12 Struggling to streamline podcast process and distribution.
37:34 Check out Zencastr, smooth with clipping tool.
42:13 Automating follow-up process for recorded episodes.
43:56 Efficient for non-collaborative tasks, handling complex sequences.
46:26 Assistants enhance prompts for consistent, detailed responses.
50:39 Automates integration with Make for $30.
55:38 Keep up with AI, focus on revenue.
56:18 Embrace AI to stay competitive and succeed.
[Music] welcome back to the aid driven marketer I'm Dan Sanchez my friends Calli danz and I am still on this journey to master AI in 2024 that is getting exciting I'm learning a ton and I'm so excited to be joined by audre Carpenter today who's been an agency owner in 2009 has touched pretty much everything there is to do in digital marketing Audrey's done audra's been there executing it for herself and for her clients and now is taking a deep dive in Ai and when I reached out on Facebook to a group of people who are using high level which as a marketing automation software specifically audre jumped in and talked about all the things that she was doing with AI and so Audra I'm excited to have you on the show and kind of unpack all the different little automation things that you're doing with AI because I find that's kind of the place where people need to go with way ai ai is very much like a transactional thing and where I think it's most exciting is where you can automate it so those Ai and its intelligence and all the things that it does just kind of happens on autopilot but most people don't think about it like that yet so I'm excited to unpack some of the cool things you've made with AI so welcome to the show thank you thanks thanks for having me this is such an exciting time to be alive right now if people really understood the value that AI can bring to their business it's game over I mean we have just been given a golden ticket and to really dig in and learn how to use this to your advantage to your business Advantage is really where we should be focusing any extra time that we've got in our schedules so there's often times I'll think about like oh I wish I could go back and do this thing over again you know you ever wish you could go back and do something over again you've learned a thing or two about the thing you're like I wish I could get started back when marketing automation was in its infancy or even better back when Facebook ads had just dropped in the feed you're like oh I wish I would have maximized those three cent clicks better you know but ultimately I'd be like yeah but I don't have ai even if I could go back I don't know if I'd want to because I'd have to leave so many of the tools that I now like depend on to do so much in order to do it again um like so that's what I think of when I think of like how exciting it is now it's like I would not go back even in some of the ripe moments of what there's been some seasons in digital marketing that have been more I guess profitable than others um and even though there's not a particular Channel it seems like most channels in digital marketing are pretty mature now even Tik Tok you know very mature hard to hard to get easy easy attention uh AI is the the tool set it's not a channel but is the tool set is the most exciting that can drive the most Innovation and can drive the most profitability I think back into businesses because digital's matured now AG great agre so if you go back to when I started so I opened my agency in 2009 coming off the real estate boom I owned a title company before that did very very well real estate started changing 2009 I got introduced to Dan Kennedy event yeah and started with social media as my buildout so that was kind of the first uh iteration of what social media was going to become I feel like we're back there at that beginning Wild West let's just try stuff let's just see if this will work kind of uh playground which is such a cool experience because I didn't know if I'd ever have another chance like this but social media really was that and now it's it's almost like this new Evolution of what this industry is going to be it's a whole new set of rules it's a whole new process and you know the crazy thing is is as we're learning it AI is changing so quickly that in a minute when agents are here it's going to evolve again into something else and who knows what it's going to be after that I don't know if there's like a big jump from AI now to agents because no no I I think the way people are having to program program AI now you you are the agent and you're just breaking down complex projects into the tasks for it pretty soon you can just delegate the whole project it's just that your Del your delegation right now you have to be very detailed in your delegation to AI in the future you just won't have to be as detailed it you'll be like hey like I'd like to go on a vacation to Paris that's a pretty big project right in the in the right now you'd have to break down exactly what you want it to Think Through in order for it to do anything in the future it'll be like oh cool well let's talk about that a little bit what how much do you want to spend on it it'll like proactively ask you questions and then go and execute all the tasks and then check in with you like a human wood like a a not just a human but like a director level human wood right like a super smart human yeah well the other thing it baby steps on our way there though yeah yeah for sure for sure I do find that writing prompts and going through the different kinds of automations it's very surface level and I actually have to tell it almost give it my workflow for it to be able to understand the amount of detail that I expect it to produce and it's easy to do when you're doing it on a topic that you're an expert in or you're at least familiar enough with to say uh no that's not exactly what I was looking for like you I've I've published probably 50 courses using AI did it turned 30 courses around in about 45 days now the reason why is one I know the subject matter two I just needed speed right I just needed it to write the content I was quickly able to edit it dropped it into descript put uh uh PowerPoint slides with it and a voice over and 30 courses later you know you're able to do such things at speed for me right now we're at that AI place of speed uh doing things more effectively so you can get better results and then much more affordable meaning I don't need a tech stack of 50 different tools anymore I as long as I know what I'm trying to get to I can typically work it out with you know a nice air table layout with make automations and my knowledge and I can get it together fairly you know very effectively without having to have five tools anymore so so it's it's been awesome it's huge what are some of the things that you're finding you're getting the most out of um between marketing Automation and AI like what are you automating with AI That's getting the most leverage for you um let me think about that for a second so when I started with AI we were all out there chasing right shiny tools really cool automations cool things cool things but then when I still found out I'm still fragmented I still got 20 different tools to try to get something done I started going the other way around and said okay wait a second I'm not going to look at the shiny objects I'm going to look at what does my workflow currently look like and then what what kind of tools out there can I use to make that automation work and doing it that way instead of going out just really building off of what I need or what clients need excuse me made this such an easier process so so an example could be I have a client that needs content at scale maybe it's uh Summit content maybe it's they have a podcast or a YouTube channel or they produce a ton of social media content well I can take the workflow that they're currently using and and take it apart and build it into an automation so I have automations that post directly to LinkedIn or Twitter or your Facebook page you don't touch you pick your categories you pick your tone of voice you set up your prompt and they run on autopilot so people that want to get content out consistently that solves it we can write blog posts we can write ebooks I've got offer stacks for sales copy where we're going to launch a new product we put it through the uh offer stack it Maps out everything from your target audience to your messaging to your MVP all of it all your copy for your sales pages so really just taking in okay what are the tasks that I'm currently doing that are on rents and repeat right is Staff doing it are you doing it and is there a way to automate those steps to get it done quicker faster more affordable to get better results and the better you get at finding systems the less work you're going to do because now I'm just managing automations I'm not in the weeds I'm not having to develop everything from scratch every single time now I just got to manage the resources which I've got all kinds of time to work on something else to actually talk to humans and you know I'm getting much more consistent results as well so I always like to look at specific case studies because I find yeah I guess there's something you said that was really really valuable and it's what what is currently what are you currently doing that you can automate right I mean it goes back to like a book that revolutionized my marketing life was the 4our work week even though it was written for entrepreneurs to escape their jobs I took it as a marketer early in my career and I was like I could use the same principle to just get 10x more done because he walks through I think it's the first is is what we're doing even necessary can we eliminate it first then can we automate it right which is how it kind of led me into the marketing automation space and then if not automate how can we pre-write the process down to such degree that we can hand it over to the lowest paid person which is usually like an intern or an Outsource like AA in order to delegate it right that was his four that was the 4H Hour Work Week formula I was like I just took it and essentially used it to jump up my career because I became way more productive than everybody else right just and and just being that so that intern handling social media earlier I got to get the Reps in and learn how social worked before a lot of other people did right um so starting with what you're already doing and automating it but I find that there's another place too because if you're not if you're not sure what can be done you'll never know what new things are possible of that you would have never even considered before then that's that's a scary Frontier to be in but it's also the most exciting Frontier uh especially for marketers because that's where you can do something fancy that gets people's attention is being able to do that fancier stuff that isn't the normal stuff that you have to do but is the the cool stuff that I don't know get you extra I I don't know I find doing the new the newer thing can actually get a lot of attention if you do it well fast that's harder though it is harder but here's the other thing the shiny's fun but we're at the place now with AI that companies are saying before I'm going to write you a bazillion dollar check I need to see what is going to be the ROI for my money so yes ideas are sexy as heck you can take them to YouTube you can really make a name for yourself around that but they still want you to be able to take work off their plate and as long as I can go into a company so typically the way for me it's worked for the last 15 years I go into company I look at their p&l and I find money I find Opportunities is it changing tools is it changing staff is it creating different workflows is it optimizing email campaigns or Facebook campaigns or their web traffic isn't converting whatever that looks like right so I've gotten very very good at that so now when I go in I'm really looking at what can AI I do to enhance what they're already doing remember there's a pretty good learning curve there a lot of people only know their job or they've got a very small team that's wearing multiple hats to pick up something like we do and completely learn to the depth that we have is is not realistic right so I need to go in quick and I need to give you something to really buy back your time buy back your money buy back your investment of doing the thing then they'll gradually say okay I see the value of this I see the results of it let's go and then really the pur strings open up and you can do whatever you want to do and then you do all the fun sexy stuff but it really needs to be able to affect what am I doing today how does this help me today um and when I have the downtime right keep the sales coming in keep the leads coming in let me spend more time with my humans and then I'm open to whatever you can bring me it's huge because we all know marketing is like a NeverEnding black hole that you could always throw more time money and energy and talent into right it's just never ending which is my it's my hope that that stays true otherwise Sam elman's prediction of like 95% of marketing being done by AI in five years is terrifying but I'm like well yeah but will it still will the black hole exist because will you be able to grow more and still throw more human resources into it anyway hopefully otherwise a lot of us going to be in trouble EX for those who Master AI right we shift our roles so it's been very very manual for the last 15 years I mean luckily technology like clickfunnels was a big change for us in the industry when infusion soft came out that was huge just really really were you an infusion soft person I was I was I have a background that was my big big break into marketing automation oh nice nice so I mean there's been very pivotal points like you said where the technology is Chang so much to allow us to do much more because before this it was all manual so I think we're going to get to a place where much more of it will be automated but you're still going to have to have overseers you're still going to have to have somebody managing the resources the automations there's still going to have to be that audience of experts that can look at something yes chat chat GPT can tell you your email is not converting and you got a 2% rate but you still got to be able to be experienced enough to say okay to ask the right questions earlier you said that people just don't even know where do I start I don't know what I don't know so how do I ask you the right questions what are some of the cooler things you've been able to build with uh things like make and Automation and in high level in order to get AI to actually fill in the gaps of where we ran into problems before automation because like I I've run some pretty sophisticated like infusion soft campaigns that were tying into all the third parties and customizing websites and text messaging and if they texted back this email would kick off and if they click this link this page would change and that kind of stuff but there was always limitations there right there could only go so far at some point of just the limits of object-oriented programming really um that a a AI is now filling in huge gaps of what you could and couldn't do before so what how are you leveraging AI now and your marketing automation in to things more personalized or more value well even just a simple explanation or a simple example say for Content now when we create content it always starts with one thing right either a blog post a YouTube video a podcast a newsletter there's some One Source typically you know humans pick what that workflow is going to look like they create the content a writer does their things a video editor does theirs the designer does theirs you know if you've got a team if not it's one person or two people doing that whole workflow I've got an air table base built now and again pick your tools of choice whatever works for you is the right tool right there's no hard fast rule on any of this I'm just finding for the automations air table is is nailing it for what I'm trying to do so I can give it a topic for a blog post I can um give it keywords I can tell it the target audience I want to go to I give it the tone of voice that I want it to write with then it'll go through it'll write my article then it'll generate the pro promotional email for that article it'll write all the social media it'll generate a uh an image prompt it'll create the image and then it takes all of that con content with the excert with the meta description all the stuff that would go along from an SEO perspective and post it on my WordPress website in draft so it's all there so it's been edited it's been reviewed the content's created it's on now on the website and then I can go in do one last check set it to live and it kicks off the emails to go out the social media to post and closes that loop on all the content being distributed I can do that today and I can do it with YouTube where are you clicking the approve button is that anir table you create a so it's connected to make so the automations are built into to make so yes so you have say three or four steps five steps blog post then I've got a button that kicks off the uh make automation that runs through brings content back to aot table moves to the next step Next Step next step and I I'm building out a virtual Summit so it'll go start to finish with a summit YouTube videos I mean so really just digging into the meat of marketing um I'll take this into you know I you could post to LinkedIn to Facebook to Twitter yeah um it's very very sexy and all of that whole process that I just explained is about three minutes yeah it's and it's a lot of dep in there right I mean there's a lot I have I have some a AI tools that come up with all the content where my frustration with them is that they it only pushes the football slightly farther down the field but then you you have another problem it's cast magic and I I bought cast magic back when I was an app Sumo deal and like a thousand minutes for free every month and I leverage the heck out of it but I find I end up with another problem is that it creates all the content and I've customized all the prompts but now I have this backlog of content not posted because if you're able to come up with TW like I don't know even 10 pieces of content per EP per podcast episode correct the difficult becomes if copying and pasting them over to all the individual channels posting becomes a problem and it even becomes a even copying and pasting becomes a problem because now now I have to schedule them but I don't even know what the website URL is going to be to promote it which it's not going to be live on the podcast yet I want to promote people from social to the website and it's going live on the website automatically based on the RSS feed and it's an issue right um so I've been I've actually been working on building an app uh from scratch because I can't find but maybe it is automatable through making something like air table but it's going to be based on almost built interesting it should start from the RSS feed to the podcast because from there it should be able to go downhill because you can get the video run it through you know trans uh transcribe it and then use that to kick off everything correct like there should be a sequence here that's really close to being able to point back to the original website where the video and the blog is located um but it has to be on RSS because RSS is old Tech but it's very reliable old Tech and it's very well organized so if you can use one RSS feed to create all your RSS feeds you can use those to power everything else um of course it you can use it to post to your website to the podcast apps with custom show notes in them right um You probably can't you could use it technically to then go through zapier to post on Twitter or whatever but you through make you could just go straight to the API from there correct to post all those places now it doesn't do much for the clips that has to be a separate process but for the text posts you should be able to automate all of it there should be a link between all these things I can bring in the clips and images you're Auto clipping it through make what how does it make doesn't do that natively so what tool are you tapping into back no Auto clipping it meaning like descript like creating shorts yeah yeah creating the shorts no I I can bring the um URL in for a video and get it to post I have not figured out the clipping part yet so my current workflow say that blog post example I just kind of went through once I'm done with all of that then it goes into a social one some of them we have to do manually some of them are all automatic but my goal is there's one thing that that my clients are really good at is getting content created first time there's no backin system to repurpose content and they're using 50 different tools like you said I've got some content in descript I've got some on my Google Drive I've got some over here I've got here and the system that I'm building in air table is so I use air table make and Google drive because I make does run into storage or airt can run into storage issues but the goal is keep keep it as organic as you can with the least amount of Technology one more you get in the more chances of breaking but two it gives you a much better workflow so each automation kicks off to the next automation bringing it back and storing it in field and air table which makes it easier for it to process the information but the Sol solving the cast magic thing it I'm like 70% done it's almost finished where it will take that whole workflow that I just did and then post it to social media with images now you can do images with Placid is a good one for using make automation um and there's a couple others out there as time gets a little bit better we will get better at getting templates I really wish canva would open up and give us an API because that would solve everything I'm so frustrated that there's no good image automation tool there's only one that I found that I like um but it's really expensive um I can't remember what it is but it's it's made for email marketing and you can essentially take like pgs and inject other images into it like maybe if you have a guest on your podcast and it can inject their photo into a specific point into the image and put customize the text with their names um it's made so because you can essentially mass email a million people and customize every single image on the Fly oh but I've learned that it's really just a URL query away to customize and that's how they do it you you you ping their servers and it sends you back the image really fast um but you can use that for all kinds of automation purposes but it's like 500 bucks a month for this email marketing tool that I've used for all kinds of different automations in the past yeah but that's the only tool that I've seen that allows you to dynamically at least change text in some simple like a photo and a graphic kind of a thing yeah you can doc you could inject an AI generated image into a certain section of it and try to control it but it's hard well and you don't you can't really Dolly's not good enough I mean you can connect Leonardo has an API that you can use with make and it does design some decent photos it gets pretty expensive though if you're doing them you know at Mass again it's it's getting the least amount of tools that you need at the most best place to really onboard people especially at the beginning when they're doing so much testing and getting their prompts right and that kind of good stuff yeah yeah I'm doing what you're doing is I'm having AI pre generate the prompts that I then posted to Mid journey and then from mid journey I pull into Photoshop where I have a template and I use the AI Tools in there to like expand it where I need to expand the image and then just I just manually change the text it up yeah you'll see it like when I publish your episode you'll see your photo in there and the AI image generated but you'll you'll notice it's more than what AI can do right now I'm manually doing them all but AI speeds up the process but there's no way to really automate it it should but not yet not yet no you know it's funny is so many people that are not using AI think that it's further than it actually is but you know those of us that are in the weeds building things it's like that didn't quite work yet the technology is not quite there yet but the gifts that we have been given I think you and I see it we're like oh man we're only a few years away from Full automation so cool I'm building for that threepers company so as I build these automations that's the goal how how much time does this save how how much better results do I get and am I building it into a Clos system where again content is such a huge part of marketing regardless what it is right any kind of content um I want to build it into a hub where people can rinse and repeat I did a video six months ago it's still relevant how do I get it back out there how do I have everything living in one place that makes sense that's super easy to access and I can quickly turn around the the calendars and all the content that needs to go with it so I can spend my time doing something else yeah my goal is to do it with the podcast because I've had a theory that the podcast is the ultimate form of content because I can record video with it and it's easier than YouTube videos right having a conversation is just easier than pre-planning a script and then planning the cut and it tends to be um what I call Audio first video like you don't have to see the video people will be listening to this and they don't need to see us talking but if they want the extra contexts and the facial expressions and the hand gestures you know it's helpful um so with that being that it becomes the ultimate pillar piece of content that you can then toss down and it become a wave of content afterwards but I'm still trying to figure out like how can I automate this to the nth degree and then do a few pieces manually until those are able to be automated the image I'm like even if I could just tweet out an image of like the cover art um because I spend a lot of time on just one cover art and I make it specifically so it can be cropped in for the YouTube so it's a square and it's a thumbnail image all in one so I only design it once and then I just crop it and becomes everything um like even if I could just leverage that one piece and if I make that piece really good then it's worth putting out as a social content too right if you make it good enough um that's where I'm trying to get to to the point where I can do it for myself and then even as an agency try to try to resell that see if anybody else buys on that right um it's worthwhile images is the last um area that is just not touched on quite enough where you can do autopilot I mean I can use and make automation where I can go to Google Docs say I'm going to create a carousel for either Instagram or LinkedIn or something like that you can create the slides ahead of time you put the text on a Google doc you run the Automation and make actually takes that text and puts it with your template and then create and then turns it into a PDF and sticks it back on your drive and then you schedule that to go out automatically we can do all that now with no problem so it's getting there carousels are hard yeah I don't do carousels on LinkedIn for reasons because they just take too long yeah but you could do that ahead of time so you just set up your template ahead of time and 5 minutes later you've got a 10 slide uh very nicely designed Carousel okay so I need to go and revisit this and make because I've I've taken some runs through make and I'm like H it doesn't seem like it can do it quite there but I need to I obviously need to go look back into it again see see what I can do there because it's so close um I still I think I still want to build it from scratch just because then you can the problem with make is that it takes someone like you or I to be able to customize it and if you're listening to this you haven't been in a tool like make before as soon as you get in I promise if you're not used to dealing with these tools you will be overwhelmed even though it's drag and drop they are complicated enough to handle almost anything but therefore complicated enough to be like Salesforce and is overwhelming pretty quickly it is it can be for sure so what I suggest though there's enough of us out there now that are building these templates or make is called blueprints right so I could say I've got an automation that you want to set up I can give you the blueprint so then you're not building it from scratch you're just taking what I already built and customizing it a little bit further maybe the prompt needs to be updated because you're in the restaurant business and I'm in the um you know pet business or something like that so it will continue to get easier and easier as we go through these automations now here's something when I first got started I would go to YouTube and I would watch and I would build out these make automations with the people that do them still ran into the same challenge my challenge as an agency owner for every single client I've ever had is having less Tools in a more uh e better ecosystem where everything's connected like you said I've got my writing over here I've got my this here here everything's very fragmented these employees of ours are doing 10 other things something is always going to get missed and the results are not going to be as good as they could have been if you gave them a tighter system so all these little one-off automations are great independently but they don't hook to anything else so yes I can go to YouTube and I can watch a video on how to put chapters in my YouTube video there's AI for that it'll write all the chapters it'll take your transcript write your chapters go back to YouTube and put in your description great but everything's working in a silo still which for me as a marketer that's a broken system if you work in silos you do not you are not getting the best results that you could actually get so go back I worked for a podcast agency before going solo myself and I was frustrated because I was I was on the audience grow side so I consulted just on how to grow the podcast audience but I was frustrated because it would take us two weeks to turn around an episode for a client and I was always like why and then I of course you dig into the process like well why why because first someone has to listen to it usually the writer and that takes time and then they have to come up with the title for it at least and come up with the show notes and then write the blog post and then come up and then that person has to then write the the cuts because we we were creating the shorts by hand and captioning them and then it has to go over to the editor who has to actually make the cut write the captions by hand put and the producer is watching all this and collecting it in Google Drive and then of course if edits if any edits come back like it's got to go to the right person at the right time there so many little pieces oh and the designer to design any graphics that come out that's at the very end right after the writing and the quotes have been pulled and all that kind of stuff there's so many different pieces that pulled across so many different functions it took two weeks to turn a single episode into the other pieces of content that they would if you know frustratingly you load all that goodness into the Google folder give it to the client the episode would go live and then they' never post any of it at the time would not post any of the assets we'd make even though they're paying for them they're literally paying extra for the assets don't post them it's a problem it is a problem but now I mean people people that are starting marketing today that don't have the Legacy experience like we do um they have no idea how hard it was so that whole workflow that you just described I could probably do the same thing same quality of assets in about four hours start to finish all of it between images and cuts and blog posts and all that kind of good stuff with editing I could easily knock out within four hours yeah I mean right now my process has it down to 90 minutes and my goal is to I'm like I'm trying to figure out just a few more pieces to knock not just do the same thing in shorter time but even do more in even less time like something I struggle with is like I it's so hard you get all this work done just to get the episode Done then the distribution is hard so that's one piece but even following up with the guest I'm like come on this is where high level is going to be to me this is like my goal this week is to build out a guest sequence so it's like when episode goes live and I know it's going live because I'm scheduling it I just need to fill out a form you know with your email in it so that you not only get an email with an EP like a link to the the episode but then the day after here's here's some tweets I can pre-write it based on what you said and from your perspective because the AI is like right from the guest perspective yeah you know her name is Audra yeah okay you know include include my Twitter or my ex handle or whatever you know it's possible to then schedule three guest follow-ups and even maybe maybe at the end ask for like hey like would mean the world to me if you you know tap on my show on Apple or Spotify here's some links Bam Bam I'm currently not doing that but I'd love to be doing that I have that built into my podcast automation so what it does is it reviews the transcript pulls out five quotes from the speaker or from the guest then it uh sends them an email saying here are your top mentions with a way to take it and ask them now still goes back to them do taking the extra step yeah but we've provided them all the value that we could possibly give them between thumbnails and um the links to the videos and social that's about all you can do and then it wraps up with uh here you know we'd love if you could write a review about being a guest or you know the value it's huge I mean it's already there's so much room for Automation and marketing in this whole process that I'm trying to get it down to like being able to do a lot for very little time spent and at the time you do spend gets maximized like creating that one image you know becomes the cover piece for the episode but also the YouTube thumbnail also the the image that goes out to the guest so they can post the social so it's being leveraged like at least the things you have to do manually are like highly valuable let's put it that way right well here's the next thing you just did that whole work process now you want to repurpose that so you want to set it up two months from now to go back out with a little different spin on it um hey had this great conversation and here's some more takeaways two months from now people aren't going to remember so it's still fresh people W pay attention then yeah yeah that's I'm just try to make the most of like the three or four Day promotion cycle when the episode goes live I'm like if I could just make the most of that week when the episode goes live that'll be a huge step like following up like months or a year later would be the step two or even compiling the episodes to come up with new content because some episodes would have been on the same topic and like I've done multiple episodes I'm podcasting now I'm like to pull those together and then create new content out of the insights from multiple posts would be would be the next level up very nice a buddy of mine has been in business 15 years he's got 600 and 50 podcast episodes and he's like I've done nothing with it and that's where it really got me thinking about how do I get it to a place where he can repurpose he uses cast magic as well but there is no way to do that especially with all content that's not in there so that's part of what I'm trying to solve with this how do they take that stuff it's still relevant still very valuable marketing information and just rinse and repeat keep doing it bring the data back tell you what's working what's not working push it back out again yeah I mean imagine with a show like that you could I'd imagine I would probably go through the analytics find the best 15 episodes and then just run Clips out of those like crazy even though clips clips is timec consuming it's a lot less timec consuming than it used to be but it's still time consuming you have to go and watch them all right um have you have you do you use Zen Caster or do you use a different tool for podcasting um I use zoom believe it or not really you should check out Zen Caster you'd probably like it yeah it's got the clipping tool built into it and it's just really smooth the thing I like about it is that it takes that it does the extra step of like if you like the clip you just push put in the either post now or put it in the queue or schedule then I don't think about it again because I hate downloading it and re-uploading it and coming up with the caption it does all that it comes up with the caption based on the clip and then you just I just publish publish publish archive publish edit publish you know very nice it's just faster that's what Z Caster does well it also is the recording like we're recording here but it also uh is the host so I never have to download it to edit it and put it on descript or whatever yeah I edpt well I used to use cap cut to edit the episodes but now I just edit straight in Zen Caster because like River Side um you can edit it based on the text so any mistakes that I make in the episode that I want to cut out I just go and delete that text and then it deletes it it also cuts out all the silences and you can add on the intro and outro automatically you're like yep that's the intro so because that's all automated and I'll have to upload and download which took a lot of time it's all in one that's what I like about this tool that that it does descript I use descript for quite a bit so I have a membership site where I teach AI automations and I have to download it from Zoom upload it to descript now that it is getting much better as far as you know I can go in clean it up take out any kind of extra stuff add a front and the back and um export it out to wherever it's going to go fair to YouTube or podcast Co or whatever tools but it's still kind of clunky for some of that stuff if descript is your is has a good workflow for you you should check out squadcast because that's their recording platform that they just like just Acquired and that workflow between those two things I imagine is good now and is only going to get better yeah because now it's becoming the script is pretty close to becoming an all-in-one it just doesn't have the publishing side I mean you can Auto publish to YouTube from there and I think you can Auto publish to something like uh Captivate for podcasting yes yes not Auto publish but you know just click a button it publishes the Captivate um and I think it can might might be even like include the title and all that kind of show notes from straight from descript so you don't ever have to log in to Captivate so you can do a lot of the workflow but I again I try to simplify by bring it in one tool yes then too because it's Allin ones always have their their downfalls right yeah whereas Riverside might be better at recording and descript is better at editing but I just prefer the Simplicity of one tool yeah yeah great Point great Point well so tell me what you're working on that maybe I can help with or talk through well I'm I'm trying to automate as much of the podcast process as possible okay I'm using custom gpts for pre-production um but even then I'm still try to cross like when some some books the the meeting it all really starts with the booking like that that calendar like you filled out to book this episode from there like trying to build it so that it actually gives me an email that's probably my next step is giving it so it gives me the email with everything I need to publish right to the custom GPT because that's kind of a collaborative process the pre-production AI can't automate what I know I want yet it's just smart enough to look back through all my episodes and looked at what topics I've covered or not covered it it can't contain all that Contex well um so I copy and paste in your whole LinkedIn profile so you probably saw me looking at your LinkedIn profile right um and then it does an analysis on you even goes and does some web searches for other things you've done online to understand who you are and it comes up with a summary it's like cool what would you like to uh talk to Audra about I give it a angle that I'd like to hit or I'd say oh like I don't know give me some angles and it'll extrapolate based on what it knows about you from LinkedIn and the search that it's done and comes up with some angles for the show I pick an angle I'm like yep number three and then it comes up with titles based on that angle based on the premise of the show um I pick a title or edit it or combine two of them and it's like this collaborative process where it makes pre-production what used to take an hour now takes like five minutes right and then it writes the questions based on the angle based on the question based on your expertise and the premise of the show it's taking all those things into account to come up with the questions and the intro and the outro and I I used to have it right an email to send to the guest but I find I just wasn't doing that enough so I cut that out and then it then it just waits for the transcript and once I plug in the transcript it writes the show notes it already has the title and it comes up with like essentially a summary and the time time stamps now what I'm working on next is like how do you automate high level to do the followup afterwards after you've recorded the episode to follow up with the guest at the right time with the right stuff that I've kind of outlined on a piece of paper that I've not actually built in high level yet which is why I reached out to people on High level I'm like who's doing cool stuff on High level especially with the AI and the workflow I think is underleveraged I think even they've stopped developing their AI stuff because people just aren't leveraging it as much as they thought they would but I'm looking for case studies on High level AI workflows because I feel like there's more possibilities here than I than I know yet there are but at the same time what I found using their workflows is we're still a little bit limited as to what kind of data we can actually give it and until that opens up I mean they've got a very you know your your email responses your text messages you wanted to take this action or mark this box or it's got all the rudimentary stuff that typical workflows have automation wise but it doesn't it hasn't become very creative to allow us to say I wanted to actually take my transcript I want to pull out the top five things I want to do this I mean we it's go high level it could do that well in in this whole workflow of everything else that you're trying trying to build out I've not found that I can get good enough stuff out I'm still find myself having to go over to cat GPT to answer something or um the outputs are just not uh enough meaning not really what I'm looking for just yet what I find can do well is things that are not that don't need to be collaborative like you know if you just run the sequence it's going to it's going to work you just need the end output even if it takes multiple steps you just have to run it back through multiple times because it's based on the one prompt and then you have to include the context of the last prompt that the and the answer in order for it to keep going you just have to stack it um I don't know what the limit is on high levels Fields because that's where you can run into an issue but I stuck a 45 minute podcast trans trip and took it all so I was like it's a lot I'm surprised I'm actually surprised I haven't had I haven't had great stuff come out of it yet so that's good that's you're definitely fig I've only done one course with it um and it like you check it out it's AI driven marketer.com and it's email course based on a couple of episodes I did I strung together into a 5day typical email course with a video embed into it but the cool thing I did with it that I'm hoping to find more case studies like of things like this is where I took on the form to get into the course it asks for like your your job title your industry and who you sell to and it takes that piece of information and injects that into the prompt with the course transcript nice for that for that video transcript of that day's lesson and it says Hey create a custom lesson plan um based on this information give me a beginner step based on the lesson and what and their unique attributes as a student and give me a beginner step an intermediate step and advanced step taking advantage of the lesson uh what what I taught in the lesson and it does a really good job because it it gives different um it gives a different lesson than if you're a CMO of a beauty industry selling to teens versus if you're an email marketing specialist working in a tech startup selling to higher ed very different awesome and the output's different though it's still based on the lesson but naturally it took me probably like 20 iterations of that prompt in order to get it right and those are single prompts for each lesson has it don't prompt but I copied and pasted them like and just swapped out the transcript for each one so once I had it prompt written well once that just changed the lesson for each day and left the dynamic Parts Dynamic now are you using agents or assistants or you just using the proms uh it's just it's just it's not agents it's not the assistants I actually don't know how to Leverage The assistants have you no like I assistant in the back end of open API in their API section I'm like this is cool have no idea how to leverage it I'm like I don't yeah think of it like it what it does is it allows you to take a prompt and really go in and explain it further so if I wanted to go back to your podcast idea if I wanted to create a different kind of workflow but it's not staying consistent the output what I can do is I can go into an assistant use that same prompt but then maybe I'm going to upload some knowledge documents or I'm going to give it the things not to do or I want to it some examples of what kind of output I'm going to do I can add all those in the assistance and then what you're doing is you're just taking the record from there and you're going to use that as the input so instead of doing like a chat completion it's just saying hey just access this assistant and read everything that's in there before you respond and that way you have a little bit more control over the consistency of it um what I find sometimes with prompts is yes they'll work great in small chunks but when I try to expand on it it starts even with the temperature turned down so it's not so creative I want it to follow my process step by step um it still goes off the rails a little bit so if I expand it and use an assistant I could say here are the things I don't want you to do don't use markdown don't use quotes don't use all this silly stuff this is what I'm looking for stay here then I can get more consistent stuff that's the that's the thing with automation if if I can't produce a consistent result it didn't really work I mean it got stuff off my plate but if I still have to go back every single time and edit it it's not really doing what I need it to do yeah I think it I'm doing some some of that stuff within the prompt and it's like a it's just a huge super prompt because I mean it's got a whole transcript in there is one prompt technically you could take this prompt and just pop it right into chat GPT and it it'll output the right answer um the only thing you don't have in C in chat GPT is the temperature thing which is a really nice little tool for those dealing with the API you can give it some more clarity on how I I guess you could probably even include that in the prompt what the temperature is if you want to hack it that way you can so it's a super long prompt and I have an example of what the output should look like good but it's not it's a general example I have it I mean I call it the step method like you have to include the con uh I forgot I broke it down to an acronym like struggling to remember my own acronym um part of it is include a template and include an example the T and the E and of course the p is the The Prompt or the super prompt um so if you give it the in every single one of those lessons I give it a template like here's the template to execute here's an example of it executed so the results are pretty consistent yeah but there's I use there's certainly examples in custom gpts that I've made where I have like I don't know like a 100 title examples for it to pull from that would be stupid to put in a super prompt right yeah you need you needed as a reference Dock and it wouldn't work in that example so yeah being able to tap into assistance but high level can't tap into assistance yet not yet I haven't seen that they've allowed us that kind of access just yet I recently heard they're going to do it I've heard it's on the road map yeah I hope I definitely hope so little by little as these pieces start coming in like you said you're building it kind of from scratch it's going to be very easy for you to take that and spin it into you know some of these other platforms once they catch up a little bit more um I recently so when you build make automations or you're using zappier or whatever it is when you start when the new llms come out you have to actually go back and manually update every single one of those automations yeah and then you've got to test it against your prompt because what I found was if I had set it at 3.5 for chat GPT or one of the earlier models for Claude my when I updated it to Opus say or to 40 um The Prompt breaks yeah so I found a tool the other day it's called open router AI are you familiar with it no I haven't heard of that one oh you got to check it out so what it is is you got a there's a Plugin or not a plugin there's a integration and I think it's maybe 30 bucks um but what it does is it integrates with make and now when I do my automations I know longer have to uh pick which model the model is actually dis so what open router is is all your llms all the different levels all in one interface so I only fund open router now and and whatever automation I set up whatever machine I picked it just goes through that one account so I don't fund chat gbt anymore I don't fund Claude I just fund that some of my automations I can use chat three .5 some of them I need Opus and I set the level of the llm in air table now so I never have to go back to make because the module I'm using is not chat GPT anymore it's a open router and it it will save hours of doing this I won't have to update it yeah such a great it breaks based on the API connection it's not based on just the prompt changes because the model's different um it change so I'm if I change it in air table say I was running on 40 or 4 point I was on four and then I want to change it down to 3.5 or I want to change it to Claude I can still run it from there just that specific automation if it works fine great if it doesn't then I could take a look at the prompt but I'm not going back to every some of my workflows I may have 10 different C GPT widgets in it and 10 different CLA widgets because I used to have to build two levels I would say okay for this automation I want you to run on chat gbt this next automation I want you to run through Claude so I had to do doubles of everything now I just build one straight I could have the first half run through chat GPT and the second half run through Claude or vice versa or any other model that's in open router yeah I actually don't use any other model other than open AI oh really the only thing I use and I a lot of people have told me that like hey man you got to check out cloud and I'm like CLA is so much better for copywriting that's what I keep hearing but it's so much more human it sounds so much more conversational it's so better at telling stories and really making it sound like a human I do much less editing on my copy when I take it from Claude then when I take it from chat GPT yeah eventually I'm gonna have to go over there yeah or just check it out yeah just play with it a little bit you can do the free side of it and that's how I used to do it I would pick a task Sam I'm going to create an offer stack for a sales page I would paste it in cat gbt and one in Claude and then take whatever gave me the better output but more times than not Cloud was better and faster yeah that's what I hear over and over again yeah it's definitely worth playing with I find I I don't know it's one of those things where it's like you can only learn so much and I've just decided I'm like uh I'm just to stick to the leader and just maximize what I have there because there's so many new developments happening all the time that I'm like I don't want to especially when people start know start to know you're into AI they start telling have you checked out this have you checked out this have you heard this you're like nope nope I pretty much just work with chbt and a few other tools and that's it because there's so many new Innovations and most of them are just like flashy things they don't matter yeah they're not even useful even if you wanted to make them useful they're not useful yet they're they're Edge experiments yeah yeah agreed agreed that's what I find most of the like third party websites are they're just put a a really nice uax over jat gbt and can do a little you know manage it more from a retail side um but for me I don't find a lot of value in that I would rather build it at the core again to tie it all together which is super important for me if I still have to cut and paste and cut and paste and cut and paste to get it to work it's not really an automation is it no trying to get to full automation is the goal I mean I think there's a couple of us working towards this but I I find that what you're doing is pretty rare like I've not even after interviewing I've probably interviewed 30 people on this show you're probably I think you're the first person that I've found is pushing it as far as you're pushing it yeah so we'll have to looking for finally found you a I i' love to show you what it looks like I mean we won't do it on screen because at some point I'm going to sell this but love to just give you a visual of what it looks like yeah yeah we could definitely do that sometime um Audrey is there anything else you think my audience should know of marketers that are curious and learning more about AI to really 10x their performance there's a lot of moving Parts out there right now ai is moving fast tomorrow morning we wake up there's going to be something else new don't get caught up in that what what you should do is look at your business where are you currently making money how do I use AI to make more money right conversation Chang is when Revenue comes in if you can get to a place where you're generating more then you can bring in some of these people like us that are in the weeds setting up this automation really optimizing and taking advantage of AI uh you you don't necessarily need to learn it but you need to be able to afford people like us and recognize the value that it can do in your business and I think if you could just focus you know here this is what I do every day to make money how do I use AI to help me get better at it then you'll be able to stay competitive and not miss you know it's going to be tough to catch up if you really say oh I'm not going to do it I'm going to stay in the weeds of what I'm doing and worry about it later I think later might be too late for many so let's stay ahead of it let's become AI driven as it comes out right let's let's continue working and growing and learning how to maximize it to continue to be better marketers because we all know for those who were caught in the digital Revolution like a lot of people were like nah Facebook and Twitter are for kids out it's pretty much now marketing right like yeah digital marketing is marketing and that it'll be the same thing with ai ai marketing will just be normal marketing it'll reset the standard that uh Twitter is only about posting food or what was it back then posting what people ate for lunch yeah um that that little statement there has made me millions of dollars over the years so yeah yeah don't count it out yeah fantastic thanks for joining me all right thanks for having me
