A Practical AI Agent Workflow For Companies In 2027 (Guide)
637 segments
So, the way the most productive people
on Earth work today is very different
from just maybe 6 months ago. And the
entire reason is because of AI agents.
But, despite everybody and their mom
talking about AI agents, using them in
workflows, I don't think anybody's
actually really clarified what it looks
like in a practical knowledge work style
situation. Uh I think Claude made some
good headways with, you know, Claude
integrated in Slack. But, today I want
to show you guys how I am currently
getting things done. My business is
going to do over $400,000 this month,
and we work with a variety of different
things. We work with media, we work with
AI implementation, we do consulting, we
have a variety of different like
verticals and stacks. And I want to show
you how you can use AI agents to
meaningfully improve both the quantity
and then the quality of work that you do
in an organization in a very simple and
straightforward way. So, the very first
thing you need is you need a shared AI
and human workspace. And to make a long
story short, this is a place where you
can have AI working on some task
alongside people.
Genuinely, you can use whatever platform
or tool you want for this workspace. Um
the thing that is more important than
the specific like selection is just the
shape of it. And I'm going to run you
through what ours looks like right now.
I use a tool called Linear, which is
just one of the many project management
workspaces that you could use for this.
And basically, the way Linear is broken
down is you have a variety of different
statuses that denote where a task is in
the pipeline.
And so, the statuses that we've set up,
if I zoom in a little bit over here, is
we have one called inbox. We then have
another one called next. We have one
called doing. And then we finally have
one called waiting.
And then there's also the done status,
which is where we put tasks after
they're done, just so that if, you know,
we need to take a look at how a task was
completed or get some more context or
move it back to next or doing, you know,
we can do that pretty easily. So, I'm
not going to talk all day about this
setup because hopefully that's pretty
standard. The key thing in here is this
isn't just humans working on this to-do
list. We now have the ability to weave
in AI agents. And rather than have to
like prompt an AI agent constantly, all
I'll do is I will make a task and I will
tag it as AI ready and then I will send
it off and actually have it do said
task. So one of the tasks on my to-do
list today is I need to ideate, you
know, another five videos. So I'm going
to press C, that's going to open up a
new issue and then I'll say ideate five
new YouTube videos. And then in the
description, because keeping in mind
that I'm not just going to give this to
a person, I'm going to give this to an
AI agent, I'm just going to, you know,
ad-lib what I want. Hey, I want you to
use context based off videos that I've
published before to come up with five
new YouTube video ideas including three
title options for each, some angles for
each, maybe even some brief outlines
based off of current trending content on
the internet. After I'm done, I'm going
to head over here to create issue and
click that button.
Now, all I need to do is I just need to
tag this and this is a very slow, naive
way of doing all this, but I will also
show you a much faster way.
Um and once it's an agent ready, we can
actually begin working on the task. So
the way that, you know, I'm going to do
it is I'm just going to drag it over to
next.
And essentially what occurs when that
happens is this sends a request to a
server where I have an AI agent living.
This AI agent will pick up that task. It
will then consult my knowledge base to
learn kind of contextually how previous
tasks have been completed, my
preferences surrounding tasks and so on
and so forth. If we just click on this
and scroll down, you can see the Nick OS
agent run has actually started. So it's
picking it up now, assessing the card,
posting the plan and so on and so forth.
And then it's even actually writing
stuff down.
It's doing so just with my profile cuz
I'm cheap and I don't want to spend, you
know, a bunch more linear costs, but
obviously you could have this be like my
fable agent. And then it's going through
and actually doing the task for me right
now. You know, if I exit out of this,
you see we've now changed the status to
doing.
And so now this is this is occurring
almost entirely autonomously. All I do
is I'm just like the the project
manager, if that makes sense. I add
things to a queue, agents complete them
according to my specifications, and or,
you know, if there's a Q&A step
involved, which a task this would
probably have a Q&A step involved, um
you know, the agent will wait for my
approval before actually doing, let's
say, the publishing or interacting with
like the wider internet, creating me a
post on some profile. So, while it's
doing the task, let me just run you
through essentially what's going on
under the hood.
You know, we start with the new task
over here, and that's the one that I
just created talking about, you know,
the content that I wanted to make, the
the YouTube titles and and angles.
Then it's caught by a webhook. For those
of you guys that don't know, that's just
a place on the internet that a request
gets sent to. And the cool part about
Linear, and one of the reasons I like
it, is just because it has that
functionality built in. You can just
like send a request off when it's tagged
with something.
And now it goes to Fable 5. The thing
is, Fable 5 has access to three things.
It has access to workspace context. So,
this is everything that, you know, the
we are currently using or doing in the
workspace, all the files, all the other
tasks, you know, our content pipeline,
and so on and so forth. It then has
access to a knowledge base, which is a
bunch of additional textual information
that it can draw upon if necessary.
And then finally, it has it has access
to credentials. And these credentials
are things like, you know, passwords to
various services and platforms that
maybe it needs to use Chrome DevTools to
sign into, or you know, API keys, and so
on and so forth. And all this is stored
relatively securely, to the point where
Fable can use all of it in conjunction
with its own gigantic galaxy brain
intelligence to actually do the work.
And you can kind of see that in the
task. I mean, after the update, it's
just confirmed that this is how it
understands it. Make me some videos.
Well, I've given it context as to my
highest performing courses in the past.
I've given it I've given it context as
to my knowledge base. I've given it
context as to like my strategy docs, so
how I typically create ideas and angles,
and so on.
And you can also see that it just
actually changed the label to waiting,
and changed the status to waiting. So,
let's take a look at what that looks
like. Now, the thing to know about AI
agents is, you know, their outputs
aren't incredible. You can't just trust
an AI agent to do everything entirely on
its own. What you need to do is you need
to verify its outputs. You need to
essentially have some sort of final line
in the sand where you will check on the
outputs and then select the ones that
you like the most. You'll basically
force ideation, let's say, over a large
solution space and then apply your human
taste to selecting like the best
winners. I just did that in my ads video
that I published earlier. And you can
see here that I don't really like all of
these ideas. I don't think they're all
brilliant. But this one down here, I let
AI agents run a YouTube channel for 90
days. This one here's pretty solid. You
can see it's come up with some different
title formats, a source trail. It's
given me some reasonably good reasoning
and rationale behind why something like
that would work. And I think that might
actually be a video now that I am going
to do. In a typical day, my pipeline
might look reasonably like this. I'll
have a couple of tasks in next, I'll
have a few in waiting. Uh you know,
let's say I make another one right off
the top of my head. Um to sign up to
Anthropic partner network, find out
everything I need and pre-write draft
application. Um you know, I'll I'll just
be rolling through here selecting agent
ready on tasks that make sense, but then
also adding tasks that maybe other
people in my organization or I need to
do. Uh this is really the the idea
behind a collaborative and shared
workspace. And the main benefit there is
I no longer just have to sit down and
then look at a terminal, wait for its
outputs, and then finally when it, you
know, gives me an output, I proceed. Um
I'm capable of operating like the speed
of thought. I'm capable of going very
fast here. You know, I can bang out 20
of these ideas simultaneously of 20
different agents all operating on
various tasks using my knowledge base,
and then I can just check in, you know,
once or twice a day when they're done to
like assess in batches. This basically
solves context switching. Now, once
you're done, you can actually just give
it some information like, "Hey, I like
this one. I'd like to generate 10 thumbs
for video
Alongside adding this plus alternatives
plus everything into content pipeline.
The reason why this is valuable is you
just don't need a text box open all day
and you can actually work off of a
single source of truth. Um I wanted to
buy an ergonomic chair for my home
setup. Well, I had to go through and
just do a tremendous amount of research
cross-referencing Reddit and so on and
so forth to get me a bunch. Then I
actually ended up buying uh one of these
here, which took like 30 seconds. And
you can do this for any task, you know,
email rest of people and clear of a CRM
cancel Rogers internet for family. You
can see that was back when I was trying
to master my English accent. That didn't
work very well. Uh looking to how to
achieve US resident status and fill out
forms. The whole idea is you're
basically taking the agent out of the
chat box and then you're actually
integrating it into the core of your
business. But believe it or not, as it
is, this isn't very valuable. I mean,
what we've done is we basically just
created a way to dump ideas in where we
haven't really created a way to extend
past that. Um the thing that makes it
valuable is when you combine that with
capture. Now, the first time I
encountered the concept of capture was
when I was reading through David Allen's
Getting Things Done from Forever ago.
And to make a long story short, what
capture means is it's just a simple and
easy and low-friction way of getting
ideas into some to-do list.
Now, we actually have our to-do list,
right? That to-do list, in essence, is
the project management shared human and
AI workspace that I showed you earlier.
Well, the valuable thing about having a
low-friction capture method is, like a
good project managers, anything that
comes to mind over the course of the
day, any task that you need to working
on, any concept or idea for anything, um
you can get into that system extremely
easily, whether or not you're on the go,
let's say, like, walking around your
city or something like that, going from
meeting to meeting, or sitting down at
the computer. So, obviously, a really
low-friction capture method is just
using linear and hot keys. So, maybe
create WikiData entry for Left Click AI
Incorporated. And maybe this is
something that, you know, I want to tag
as agent ready, create an issue for, and
then actually have it proceed with the
task like we just did a moment ago.
Well, the simplest and easiest way of
sorting this out is actually just by,
you know, binding a hot key or
something, and then, you know, adding a
task as follows. And so, now I actually
have this built into my computer. So,
maybe I'm out and about, and I don't
know, I'm watching some YouTube videos
for my daily updates, and I realize that
the thumbnail sort of generation prompt
is a little bit off. Well, now what I
can do is I can actually kick off an AI
agent workflow literally without having
to stop a beat just by opening this and
saying, "Fix thumbnails for daily
updates channel." Well, now this has
actually been sent off to my linear. And
if I wanted to tag this as AI agent
ready, you know, I could actually send
this to my agent with a brief. I just
hold command and press G. So, that's
pretty easy. I can give it some
additional information if I want. I can
tell it, um,
"Right now, the thumbnail text seems to
be a little bit small." At any point in
time, I basically have woven in AI into
my my day-to-day flow, such that it
exists with me, next to me, and I can
work on essentially whatever tasks. I
mean, if you think about it, I could
fire off 50 of these simultaneously. I
can now operate at the speed of thought.
The bottleneck is no longer, you know,
how much work can I do in a day, it's
how quickly and accurately can I scope
the work that I want done in a day. I
just ran over here to get my phone, so I
could show you what this looks like as
well. Um, you could build a shortcut
into your phone such that you can
actually just hold this button,
create a demo task in Linear,
and it'll actually go through, and I
don't know if you guys could tell, but I
just had a little chime noise, and then
I can go back over to Linear, and now
you can see that I just I just added
that in the system. Um, you know, it's
like tied to my action button, it's
extraordinarily low friction.
These little hacks, these aren't
necessary, to be clear, but the lower
friction that you make something like
this, the more you end up relying on
sort of your to-do list, your project
manager, your shared AI and human
workspace. And you can also tie this in
such that, you know, maybe if you click
the action button twice, it
automatically starts it as an agent
task, whereas if you click it once, you
reserve that for a human task. You can
also set notifications so that when, you
know, an AI agent needs you for
something, it'll actually pop a
notification up on your screen. I did
this a while back and it was super
valuable. Having push notifications when
agents are waiting on you, and then all
you do is you click on it, and then
voice transcribe, like, that is pretty
freaking sexy. And not only is it sexy,
it's also, obviously, the future of
work. If right now our ability to assess
and verify the outputs of agents is the
bottleneck, we need to make our ability
to do that as easily as humanly
possible. What's cool, too, is you get
total task visibility, so there's like a
trail, and it's persistent. It doesn't
disappear at the end of every prompt.
So, for instance, you could see here
that I actually moved a task from
waiting back to next. I removed a label
that said waiting on Nick, because, you
know, I wanted to provide some more
context to the task. And this is going
to get picked up just like any other
task. All the context is going to be fed
into this async runner, and then, you
know, things are just going to kind of
work on its own
autonomously without my direct
oversight. The third thing you need in a
system like this is you need what are
called evals.
Now, in case you guys didn't know, evals
are a set of evaluations that you run an
output through, or a model through, in
order to determine whether or not it is
giving you the sorts of things that you
want. We're essentially assessing its
performance.
And for project management and modern
AI-based productivity, you know, I
define evals as basically a standardized
checklist of steps that I run all
outputs through before they give it to
me. In that way, I know that, you know,
we have my tone of voice on every
project. We have all of the basic
LLM-isms taken out of the text, like
m-dashes and stuff like that. We have my
reasoning applied to everything. So, I
fed in a big knowledge base basically
based off my the way that I make
decisions, and I was like, "Was this a
sort of decision that I would reasonably
have made under these circumstances?"
>> [snorts]
>> And the whole idea is rather than giving
work off to AI completely and then just
hoping it does a good job, what you do
is you give it a set of guardrails
if it assesses that it's fallen out of
those guardrails, it will just iterate
and continuously retry the project until
it eventually gets within the
constraints. Once it's in the
constraints, my actual work to, I don't
know, touch it up or change something
or, I don't know, pick better YouTube
titles, pick better tasks, change the
work, whatever, is significantly
reduced. So, for instance, here's one on
the left-hand side here called visual
asset. Is this render usable? This
applies to demos, thumbnails, diagrams,
and generated imagery before it reaches
my folder. So, you know, in order for a
render to be considered waiting on Nick,
basically in order before it even gets
to the point where I'm ready to make a
Q&A check, the text has to render clean.
It needs to, like, literally visually
assess every output and determine that
there's no garbled or melted characters.
It needs to figure out, "Hey, you know,
is this in the style Nick likes?" Which
right now is this ink editorial thing,
black ink on pure white. I just love
that. Is it legible at thumbnail size?
Basically, is it like sufficiently
zoomed in? Is it faithful to the brief?
And I doesn't have the right shape? AKA,
you know, I gen my thumbnails at 1280 by
720. You know, if I do diagrams, it's at
920 1920 by 1080. Here's another one
here. Was this done the way that Nick
thinks? And this is loosely, you know,
related to the knowledge base that I fed
it in a while ago, but it's,
um, you know, "Hey, there are five
questions. You got to score each of
these zero to two. If the total is less
than seven, AKA, if one of them is like
a zero, then this whole project is a
fail and we need to continuously iterate
until it is good." So, one of my
principles is first principles. Did the
work reason from the actual mechanics of
the problem or did it just pattern match
to what people usually do?
EV discipline. Are the conclusions and
choices high expected value? Uh, if so,
then it's good. And if not, then it's
not. Is Nick's time minimized? You know,
if there's any part of this that could
have been done without Nick in the loop,
make sure to go back and do it according
to this so that Nick doesn't have to do
any additional work. Is it verified, not
plausible? Is there a leverage check?
You know, if there's a big lever ignored
because I had a skill in my workspace
that I want you to rerun this. And so, I
mean, like, this is these are tokens,
right? This isn't free, but typically
this is worth far less than the time
that I would spend getting an average
task up to snuff. And the key is, you
know, having a knowledge base of some
kind that it consults to like get the
the right shape, and then forcing that
shape into that guardrail container that
I talked about earlier. And finally,
there's quality and assurance. And this
is really where you come in as, you
know, the final, as mentioned, gate to
the task.
The reality is, the nature of work has
changed a fair amount. You know, before,
I was actually doing a lot of the work.
But now, what I'm typically doing is I'm
spending time scoping the work so that,
you know, the guardrails are set really
efficiently and effectively, as well as
a clear definition of what it is that I
want. And then I'm spending most of my
time evaluating the results of the work
doing Q&A. It's kind of a mind shift
from back when I was actually like
freelance writing in my content
marketing agency. And then later on, I
ended up managing a bunch of content
writers. It's very similar. I'm just
going one level up the abstraction
chain. So, not actually directly
involved with the deliverables. You
know, my fingers and my hands aren't the
the things that are doing the heavy
lifting, moving the products, and so on
and so forth. It's my mind assessing the
quality and ensuring that my taste sort
of applied to everything that I want.
And so, obviously, you can take what I
showed you today, and you can apply it
in any way, shape, and form. You could,
for instance, go down to the
description, expand it, show the
transcript, go to the top right-hand
corner, copy and paste the entire thing,
and put it into Fable, and it could
actually recreate something like this
fairly straightforwardly for you.
Probably without burning more than 25%
to 50% of your session limit. Um you can
do the same thing with GPT-5.6 or really
any model. This is just my own
architecture. But I just wanted to begin
the the wider conversation of how to
actually apply AI in a modern workplace.
I think a lot of people here have sort
of pieced together bits and tiny atomic
habits from various workflows that they
see on the internet, but this is a
pretty cohesive way to weave this into
your organization. Um and I know a lot
of you guys are probably going to look
at what I've done and be like, "Huh, we
could make that better." Um and that was
sort of sort of the idea. I'm sure there
are many ways you can make this better,
and I'm keen to see, you know, what you
guys do with us. Since implementing this
inside of Left Click, uh Clervo, uh and
Maker School, you know, my day-to-day
responsibility has also shifted a fair
amount, too. Rather than necessarily be
involved with every little thing, I've
sort of had to go up one level of
abstraction, and then be responsible for
the the fleet of managed agents,
essentially. I've also had to start
thinking about things like my token
budgets. These are things that I never
used to think about before because I was
typically constrained to operating
within one little like terminal window,
having some input go in, and then
waiting for the output to come out. I've
also become significantly more
productive because no longer do I have
to just sit and wait for an output. Um
you know, I can just fire off outputs
basically about as fast as the speed of
thought. And I think that's a major
unlock. You have like a little ideation
session, you sit down, ideate the top
five tasks that need to be done, assign
agents to as many of these as can be
done. They do a bunch of pre-lifting
while you focus on something else, and
then maybe three or four times
throughout the day, every couple of
hours, you check back in on the outputs.
Um that sort of gets you out of just
staring at the terminals all day.
Actually gets you, I don't know,
building relationships with key vendors,
selling, which is obviously the number
one lever that any founder or, you know,
top-level executive in a company really
needs to be doing, and so on and so
forth. Okay, if you like this sort of
thing, I actually have a bunch of files
down below in the description, uh in the
line that says Maker Zero, where I you
can just copy and paste everything that
I write there to an agent, and you can
have it do it just like that transcript
idea earlier. Um I also want to make it
clear that this isn't prescriptive. I'm
not telling you have to do it all
linear, you have to do it in a
particular way. But this is just how I'm
managing it in my organization and the
results that I'm seeing. And if you want
to learn how to implement strategies
like this into an AI and automation
service business, basically a business
where you get paid to build things like
this for other people, definitely check
out Maker School, as well. It's my
90-day automation road map, where I
actually guide you through everything
you need to do to start as a total
beginner and actually get your first
client. And I guarantee you that first
client in 90 days, or I give you all
your money back. It's very
straightforward, it's very tried and
tested, and it's been finished by over
10,000 people to date. Thank you very
much for watching. I'm looking forward
to seeing all y'all in the next video.
Ask follow-up questions or revisit key timestamps.
This video outlines a practical framework for integrating AI agents into a professional workflow by using a shared human-AI workspace (like Linear). The presenter demonstrates how to move beyond simple chat-based AI usage to a system where AI agents handle tasks autonomously within a project management pipeline. Key concepts include 'capturing' tasks with low friction, implementing 'evals' (standardized checklists and guardrails) to maintain quality control, and shifting the human role from executor to manager who scopes work and verifies outputs.
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