CLAUDE CODE MARKETING FULL COURSE (6 HOURS)
11250 segments
Hello and welcome to the 0ero to1 course
all on cloud code for marketing. By the
end of this video, you guys are going to
know how to use modern AI tools like
Cloud Code to automate virtually the
entirety of the marketing function. Uh
whether you guys run your own company or
working inside of somebody else's,
that's all good. My name is Nick. I run
a marketing business that just did over
$500,000 in revenue last month using an
overwhelming amount of cloud code. I've
also been working with AI for over 7
years now, way back when the smartest
model was called GPT2. Uh and I've
trained some big teams on AI now, like
the Mr. beast team and a couple of
others. So, I know all about how to take
somebody from never having used or
applied an AI tool all the way up to,
you know, generating large returns in a
real functioning business. So, all that
to say, you don't need any programming
experience. You don't need any prior AI
experience to understand all this. I
don't have a degree in coding or
anything like that. I learned everything
I'm about to teach you from free YouTube
videos just like this one. We're going
to start by looking at a really brief
outline and then I'm going to walk you
through it. And you don't need to jump
around. Literally just follow the course
as I laid it out and by the end of it
you'll know everything you need in order
to automate your marketing. Let's get
into it. So the course is going to be
focused on actionable real
implementations. In order to get there,
first I'll show you how to download,
install, and set up Claude Code. I've
uninstalled it from my computer and I'll
actually walk you guys through every
step including signing up, creating an
account, and then what every button in
the interface means. So it'll be very
simple. Then I'll cover the five
marketing functions that we'll be
automating today using Claude code. I'll
also show you guys a framework I'm going
to use for that. Then I'll run you guys
through the difference between prompts,
skills, loops, and cloud routines. And
the way we're going to approach the rest
of the course is I'm going to be showing
you guys how to automate things using
Claude uh at each of these four levels.
And you can think of prompting as the
simplest level, Claude routines as the
most advanced level. Prompting requires
you working on your computer whereas
cloud routines effect effectively is a
loop that is scheduled that runs in the
cloud without you. Then we'll actually
go and build stuff. So I'm first going
to show you guys top of funnel how to
automate the generation of creative. You
guys will be able to automate ads,
creative for organic. We'll be doing
this via images, video, even some audio.
Then I'll show you guys the next
function which is the personalization of
copy. And so we'll be doing newsletters,
we'll be doing pulled emails, we'll
basically be taking a template, and then
I'll show you guys how to use Claude to
automatically um automate the process of
filling really fuzzy variables that it
goes out and finds on the internet and
so on. In the middle of funnel sense,
I'll then show you guys how to make
speed tole systems for appointment
booking. These are systems that allow
you to squeeze way more juice out of ad
spend and then organic growth. Then I'll
show you guys how to set up data
collection, tracking, dashboards, and so
on and so forth. Actually building your
own proprietary analytics platform, uh,
interpreting the data through cloud, and
then ultimately scanning that up
somewhere on a dashboard so that you or
your clients can see what that looks
like. And then finally, at the end, I'll
show you guys bottom of funnel, which is
how to automate highquality follow-ups.
Now, this is basically nurturing. It's
starting to verge onto sales, and I
don't want this to be a sales course.
Um, but I'll show you guys how to
automate the process of sending emails,
SMS, notifications, and so on and so
forth, and doing so in a way that seems
very human despite being entirely
automated. Finally, I'll show you guys
how to maintain and then upgrade these
systems over time before giving you guys
some advanced tips that I have hard
learned, I sort of learned the hard way
after working with a lot of large
businesses, multi-billion dollar
enterprises, and so on. Okay? So, you
don't need to worry too much about any
of this stuff right now. We're going to
go step by step. We're going to start
slow and by the end of the course as
mentioned you'll be able to do
everything that I just talked about. The
first step we need to do is we need to
create an account and the way to do that
is to head over to claude.com.
So I'm going to do that first with you
guys. claude.com right here. Now in
order to create an account all you need
to do is click continue with Google or
continue with email. The interface may
look a little bit different by the time
that you guys are looking at it. But
what I'll do is I'll just go continue
with email and I'm just going to pump in
my own little email address over here.
So this is the name of my startup. I'm
just going to go continue to click the
link sent to this. So I'm now I'm going
to go to my email. Okay. And I have it
right over here. I'm now going to click
sign in to claude.ai.
It's going to take me back to this page
right here. Now this will quickly
basically ask you a couple of questions.
I agree. I consent. And I think I'm not
going to subscribe to the promotional
emails and notifications. Sorry,
Anthropic. Now, we're going to have to
do some onboarding questions. So, just
for the sake of not doxing myself, I'm
just going to put in a bunch of random
dates here. We'll go 010190.
Makes me squarely millennial. Uh, I'm
going to be using this for personal use,
and I'd recommend that you do as well.
They're trying a team/enterprise
feature, but if it's just you for now,
just click personal use. Now, you will
have to pay in order to use claude code.
Hopefully that's clear. This is a
financial transaction. The idea being
you invest, in my case, $24 Canadian per
month into this. Then you make far more
than $24 Canadian a month back in ROI. I
can say as somebody that operates a
business that does half a million per
month. Um, this is by far my number one
investment. I probably receive an ROI uh
something to the tune of an absurd
10,000% or something like that just off
my Cloud Code subscription. Um, you can
use Cloud for free. It's just you can't
use the code aspect. And as you'll see,
the code aspect is very foundational to
us being able to use Cloud to do really,
really high level automation super
quickly. So, I'd recommend that you guys
do this for sure. But if you don't have
the funds, know that you can also just
watch me build things in the course.
Maybe wait until you have the 28
Canadians a month, let's say, to sign up
and then circle back after you watched
it end to end. So, don't worry too much
about that. Uh, but if you want to do
things with this, you will most
definitely have to eventually pay. Okay.
Okay. So, monthly right up here. I'm
going to go down to payment method to
actually put in some info. Okay. And I
just wrapped that up. Cool. So, now once
we're done, it'll automatically take us
to the next step. As mentioned, if your
interface looks a little bit different,
that's okay. What we do after this is
we're going to download it according to
our operating system. Now, in my case,
my operating system is MacOSS. If you
guys couldn't already tell, just based
off the way the Windows look and stuff
like that. It'll be a little bit
different uh if you guys are using
Windows, but it'll automatically pop up
right over here based off of like a
little browser cookie thing. So, I'm
going to give this button a quick click.
And as you can see, a lot of the time on
Chrome, it will automatically block the
download. So, what you can do is you can
just go to download unverified file in
the top right hand corner. Okay? And
then you'll actually be able to see it.
So, claude 6.d. Okay. And then once
you're done with that, all you have to
do is just drag this little Claude app
over to the applications folder. So, I'm
doing that. And I just heard a little
chime in the back end. That's because it
has gone through and actually copied
Claude to my applications. That's just
how you do things on a Mac. On a
Windows, you'll have to go through that
whole prompt uh that you guys are
probably pretty familiar with. And then
once that's done, all you need to do is
actually launch Claude. And then we will
have opened, you know, the Claude
desktop app. So on Mac, all I do that uh
in order to do that, all I do is I take
this little window. This is called
Raycast. Then I just type Claude. You
can see I'm actually right over here.
Don't pay attention to the rest of the
stuff. Once I give that a quick click,
it will then open Claude. And if I go
down to the bottom here, it'll say it's
an app downloaded from the internet. Are
you sure you want to open it? After
you're done, it'll then look something
like this. And all we have to do is
click get started. I'm now going to
relog in. So, continuing with my email
address here. I'm then going to have to
go to my email address and then enter
the verification code, which I will get
right over here. When you click sign in,
it'll take you back to the app and we
should be good to go. Cool. So, I've
already created the account to be clear.
Um, what it's doing here is it's just
double-checking a lot of the stuff. So,
I'm just going to click continue. We'll
start with my name, Nick. What kind of
role we do, I'm just going to say
product management. I'm then going to
say I have my own topic. And now we are
in. So, first of all, there's a lot
going on on this interface and you'll
see so many little widgets and buttons
and tools and things you can push and
pull. Uh, I'm not going to cover every
single one because I don't think that
would be a very good use of time. And
what you'll quickly find is Anthropic,
the parent company of Cloud, is testing
a lot of different user interface
features and they're trying to collect a
lot of data on what people actually
like. So they'll change these up pretty
often and they're pretty short-lived.
But what I will do is show you a couple
of them. Um top lefthand corner. Okay,
we have obviously the three little close
the window buttons. If you're on a
Windows, it'll probably be in the top
right hand corner. Then you have a tab
open or close button, which is how you
open or close the sidebar. Then you have
a search chats and projects button which
allows you to basically um search
through all conversations that you've
had to find more or less any info.
That's actually pretty useful. Next up
you have the home versus code tab. And
so basically there's almost like two
products here. There's like a clawed
product and then there's like a clawed
code product. And so basically what we
want to do is we don't want to use the
home product, okay, which is simpler to
be clear. We want to use the code
product. When you jump over to the code
product, a lot will change. you know, if
it's the first time you've run it, it'll
look something like this. When you don't
have any conversations in the queue or
sessions going on, what it'll do is
it'll give you a quick overview of all
of the conversations that you have
started and uh basically had over the
course of I think it's like the last 6
months or something like that, 3 months
anyway, a lifetime basically from when
you created your account. Now, in my
case, you know, I've created the account
quite a while ago and I've had a lot of
conversations with Claude. So, as you
can see here, it's saying that you sent
12,28 messages, 1,123,
you know, 3,289. I've I've had a lot of
back and forth with them. As a result,
I've used more 241 times more tokens
than Pride and Prejudice supposedly,
which is pretty cool. You can also break
that down on a 7-day basis, 30-day
basis, or all. And, um, you can also see
which models you use the most. In my
case, I use the smartest model as of the
time of this recording, Fable, pretty
often. Okay. And you can see that my
usage started right around July. So
that's enough of everything over here.
Let's go back to the left hand side.
Underneath new is artifacts. In case you
guys didn't know, an artifact is
basically a visual that Claude can
create for you. And so if you wanted to
create a brief visual, what you can do
is build a code artifact. Um well, in
this case, I just clicked new and it
automatically populated this. I want to
build a code artifact, a self-contained
web page published with the artifact
tool. Um make this page about Nick Sar.
Okay. Okay. And then I'm going to press
enter. And what it will do now is it'll
actually go through presumably ask me a
couple of questions. And then it's going
to design a visual interface for me, an
artifact inside of Claude that I can
then access anytime I want. So now it's
confirming the angle, gathering a couple
key facts before designing. And now it's
going to go through and get me some
questions. So what's this page's job? A
personal bio portfolio site. I'm just
going to say it's a personal bio
portfolio page emphasizing the YouTube
channel and automation agency. And what
you'll notice just happened there is
Claude actually suggested an
autocomplete down at the bottom. And so
all I had to do when that autocomplete
popped up is I just pressed tab and then
it automatically went all the way to the
end. This is basically now letting
Claude drive your conversation. And it's
not always the best thing to do to be
clear. Um but it is pretty neat and I
would say it knows what I want to do
next maybe 30 40% of the time which
helps. And you can see it's now coming
up with a bunch of uh information based
off of publicly available work like
leftclick maker school my subscribers
where I live and so on and so forth. Not
all this is up to date because it's been
a while since you know the web pages
that hosted all this information um have
been created but it's pretty dang solid.
It did that in just a few seconds. Okay.
Now here we have what's called a
request. This is asking to see if I
should allow Claude to run this command
because this command requires my
approval. And so you can see there are
three things that have popped up here.
There's a deny button, a one, an always
allow button, which is two, or an allow
once button, which is three. Generally,
it thinks that allow once is the right
answer, which is why it's popping up as
that little highlighted thing. In my
case, I'm just going to go always allow
because this is just building a simple
web page. It's probably not going to try
and delete my computer by accident. Now,
once we've done this, you can see the
interface change more. There's this
little tab that says creating. If you
click on this tab, it'll actually show
you guys the commands that it's running
under the hood. If you guys feel like
supercomputer programming, you want to
see what's going on. And you can
actually see as well the amount of total
time that it's spent working as well as
the total number of tokens that it is
spent as well. Now, tokens are important
to understand because tokens are a big
part of how you are build at the end of
the month. They're also a big part of
how much uh usage you basically have
with Claude. The more usage you have
with Claude, the more tokens you can,
you know, run through. And typically,
the bigger and sexier the project, the
more tokens you will require. So, it's
important to understand and sort of have
visibility into your token budgets,
which is why Anthropic does it right
here. Now, I'm running this in real time
because I want you to actually be able
to see everything that is running. Like,
I want you to know how long it'll take
to run one of these things. Um, I find a
lot of the time on YouTube people will
just cut to the end. And while I will be
doing some cutting later on in the
course when we do larger and bigger
builds, let's say ones that are, I don't
know, 15 or 20 minutes, I'm not going to
force you guys to sit down and and watch
all of that, um, it's important to at
least see what a real flow looks like
start to finish. Okay, once all of this
is done, if I just move my big fat head
out of the way, you can see that we now
have um, you know, we actually have a
web page that we built. Okay, and this
web page is the artifact. Now, this
isn't on the internet to be clear, and
it's not going to be perfect all the
time, but I'd say it's pretty good. You
can see it basically built me this
little portfolio site saying Calgary,
Canada, building in public automation
systems that run without him in the
room. Oo, super fancy. So, it gives a
bunch of information right over here
about my YouTube subscribers, views on
the channel, the number of maker school
graduates. You can then see that uh, you
know, I went to behavioral neuroscience
in school. Uh, this was actually wrong
because I think somebody made a big post
about how I left college or something
that ended up getting really popular,
but I didn't actually leave college. I
graduated with my degree. Um, you can
then see this sort of like timeline here
with maker school and YouTube and stuff.
All all very cool. Anyway, the point
that I'm making is not, you know, you
can make a website. Hopefully you guys
know that by now. If I move my head back
here in the top right hand corner, you
can um click this little button here to
expand it or open it in a default
browser. So now this is actually open in
my Chrome and the really cool part about
opening it in your Chrome is once you
have the artifact online you can
actually share it with people. So what
you can do is you can actually share it
with people that are in your uh company
using a teams or enterprise plan or you
can share it with people um that are
just on the internet like basic any
basically anybody. And so I'm now gone
to share anyone with the link. If I go
copy here, then I open this up in let's
say an incognito tab and then I paste
this, you'll see that I'm now accessing
that artifact despite the fact that I'm
not even signed in. And so in this way,
you can basically host web pages now
with anthropic and and cloud. And it's
really useful particularly for like
dashboards and for managing projects for
clients. You know, I do a lot of client
work now and a big chunk of my client
work these days is actually building
like web interfaces and internal tools
for people. Well, Artifacts solve that
for me completely. I no longer need to
worry about actually hosting a website.
I can just whip up a quick artifact and
then give somebody the link. So that's
that artifacts tab is right here. Okay.
Next up, you have the ability to
customize. I know the second you click
this, it'll look really intimidating and
frankly quite terrifying. Uh but this
customize button is is quite valuable.
It'll basically take you all the way
down to the skills tab under customize,
which is where you can add uh what is
probably going to be one of the most
important parts of this course. skills
which are almost like programs that you
can run on knowledge work. So, Enthropic
will have created a couple for you
assuming you're watching this at least
sometime in the next month or two uh
like morning and uh they'll also have
done I don't know setup writing style
and skill creator. These are just meta
skills to show you how they work but I'm
just going to run you through this one
here morning to start. Now the idea is
this is a skill. This is something you
actually have access to. Render the
user's morning brief as a styled HTML
artifact or set it up as a recurring
weekday task. Use only when the user
explicitly asks to run, see, or set up
their morning brief or if they invoke
/morning by name. You may be wondering
exactly what that means. I'll show you
guys in a second. A question about their
day, schedule, or calendar is not by
itself a request for the brief. So,
answer it directly instead. And so what
this is going to do basically is this is
going to automate the process of coming
up with a prompt and telling a model
what to do. Um you know before I said
hey make me a website. The website is a
one page we're about nixar. Well now
what we have is we have a skill which
all we need to do in order to actually
generate a page is invoke it by going
/wmarning. When you do it'll pump this
prompt in to claude which is quite long
as you guys can see here. You can
actually add a lot of detailed
information. Then all the way down at
the bottom it'll basically generate a
page for you. Okay. So why is this under
the customize button? This is under the
customize button because this is how you
customize your cloud instance. This is
how you optim uh customize cloud code.
You add skills which are basically
domainspecific programs that you can run
to do things for you. And so for
instance when we do ad creative uh later
on in the course when I actually
automate that for you using cloud code
we will be using like an ad creative
skill. I will create one alongside you
and that ad creative skill will automate
the process of like producing a bunch of
ad variants that we can test for
marketing. You know, if you create a uh
uh I'm not sure a dashboard skill or
something. What you can do is I don't
know once a day you can quickly set that
on a loop to automatically pull all of
the different data sources. Let's say
Google Analytics API, a big Google sheet
that contains data, a bunch of I don't
know s you know agency analytics
software and stuff like that and then
just pull all that in and use it to
populate a dashboard. You can do all
that stuff just using skills. So, it's
very important to understand um sort of
what they are and how they work and
we're going to go a lot into detail
about that later. But that's not the
only way you can customize your cloud
code instance in the app. You can also
do so with connectors. Now, connectors,
those you guys that don't know, are
basically just uh ways to hook up apps
to cla. And so what we have here is we
have the ability to connect our Gmail.
We have the ability to connect Google
Drive. We have the ability to connect
Slack. And so as I create these
automations with you guys, we'll be
using connectors to integrate a variety
of different data sources into cloud
code like emails, like you know, Slack
channels and so on and so forth. And you
can automate virtually whatever the heck
you want. I mean, as you guys see, we're
even doing this with Spotify, right?
Spotify is connected right now and has
access to get the current track, get the
player state, get the volume, get the
position, get the repeat, get the
shuffle. These are all functions inside
of this connector. And so, you know, you
could actually ask uh Claude to do
something for you, like, hey, you know,
I want you to turn up the volume of
Spotify and it and it can do so via
connections. So, you can connect things,
disconnect things, and so on and so
forth. A lot of really cool stuff to
play around with there. Finally, you
have plugins. Now, plugins sort of
depend on exactly what you want to do
with Claude. And as you guys can see, I
have a couple set up right here. One's
called Claude Mem, another Superbase,
another's clanged LSP. You don't need to
know what any of these three mean, but I
just wanted to show you guys what this
looks like in an interface. So, when you
click on it, okay, you'll see that there
is a source version, and an author. And
this source is pretty interesting
because if you go on, if you click that
button, you'll see there's actually a
variety of plugins that have been
created by Anthropic and Anthropic's
partners to allow Claude to do things
easier. So for instance there is a
finance plugin which automates the
process of creating journal entries,
financial statement reconciliation,
streamlining your accounting workflows
and so on. Legal which speeds up
contract review, NDA triage, compliance
workflows for in-house legal teams and
so on. There is bio research which
connects to pre-clinical research tools
and databases. There's code
modernization which is a plugin used to
modernize really old code. There's a
variety of different plugins here and
they do everything from changing how
Claude looks. So actually changing I
don't know in this case the output style
or I don't know doing structured actions
for you that are similar to skills but
not exactly skills like code review.
Okay. So we're going to show you guys
how to do all of that in this course
which I think is going to be quite
valuable. Then finally at the very
bottom you have memory. Memory is just
sort of what Claude knows about you. And
so I don't know, remember I'm, you know,
we talked about height, you know, a
couple days ago with Claude and I
remember asking it to do some BMI stuff
for me and it was like, I don't know how
tall you are, so how tall are you? So
what I said now was, hey, you know, I'm
6'2. So what it's done is it's created a
memory profile with basic identity facts
about the user details is 6'2 tall. You
know, you could put in weight
information. My dog's name is beans. you
know, you could put in uh information
about your career, about how much money
you make, about, you know, your
marketing channel, about uh the
priorities of your business and so on
and so forth. And so that is what the
customiz tab is for. Next, you also have
this more tab, which exposes routines,
which is going to be quite an important
part of our work um as we get on a
little bit later. What this allows you
to do is basically create templated
skills. They call them routines, but
they're templated skills that are kicked
off on schedule by API or web hook. Now,
you don't need to know what API or web
hooks mean, but obviously a schedule is
just when you want it to. So, what you
can do, for instance, is you can build a
skill, which is a program like I talked
about earlier. And then you can just run
that at, I don't know, 5:30 a.m. every
morning. And so, this is the last step
of automation. This is like the max
automation where we're not actually
talking to Claude anymore, nor are we
even running skills, nor are we looping
those skills at a regular interval.
We're actually scheduling these to run
on the cloud outside of our computer.
And this is where you really unlock like
fully automated business stuff, which is
typically what people work with me for.
Um, the full sort of endto-end pipeline
automation of a aspect of their
business. So, it's actually quite easy
to do and I'll show you guys how to do
that soon. Finally, you have the ability
to customize the sidebar here. So, I'm
actually going to open that routines tab
so we can also see that underneath you
have the various conversations and
folders that you're working in. So, I'm
actually working in a folder called for
YouTube right now, which is why it says
for YouTube here. If I just zoom in on
this just a tad, you also have the
ability to create new conversations by
clicking this plus button. Then you can
change a bunch of information about
these the status of your conversation,
the environment that you're working on.
um you know all of the stuff is a little
bit more technical and not going to be
super relevant to us immediately. So I'm
just going to leave that for now. Okay.
And then that takes us to the actual
chat window itself. Now as you guys can
see here when you don't have any
sessions in play you have this big um
sort of like dashboard with all the
information about how many tokens you
consumed and stuff like that. So the
number of sessions, the number of
messages, the number of total tokens and
stuff like that. You also have the
ability to check model specific usage
and break that down. Well, I think they
just included this information so that
you wouldn't have to look at a blank
screen and because this looks way sexier
than a blank screen. The parts that are
important for us are first of all this
button which is how you switch between
running stuff locally on your own
computer running stuff in the cloud K
which is Anthropic computer using remote
control which is running it on another
computer that you own and SSH which
stands for secure shell which is uh just
a protocol used back in the good old
days to communicate with computers in a
secure way using passwords and stuff
like that. So we're probably not going
to touch on the SSH stuff. I'm going to
show you guys remote control just sort
of so we all know how to run marketing
workflows um on another computer. But
really the two we're going to be using
the most are local and cloud. And local,
as I'm sure you guys can guess, is
actually quite easy. Um basically what
it is is it's my local computer. And
when you click on that little settings
gear icon, you can actually update that
local environment with a bunch of
usernames and passwords. Now the
usernames and passwords are written in
kind of intimidating ways. Nodeenv
equals production. But what these are,
these are just usernames and passwords.
You know, you can imagine it be like
user nick atclairvo.io,
I don't know, password, hey bros, I love
claude code for marketing, whatever.
Well, now we've actually stored like a
credential called user, which equals
nicer.io, and a credential called
password, which equals that. So, we can
save that. Now, my my local environment
actually has that information. You can
see it's even sort of hidden some of
that from me. Um, so I'm just going to
save the changes back here so that we
don't have anything that confuses
Claude, but you can use that to log into
apps and various APIs like the meta ads
API and whatnot will typically require
you to have like env keys and stuff like
that. Okay, then we also have the cloud
button here. I can click add cloud
environment that'll take me to a panel
here which basically allows me to do the
same thing. Cloud is speaking loosely
here. What this is is this is on
Anthropic's own computer. So, Anthropic
is running this for you and you just pay
Anthropic instead of paying, you know, a
computer company or a server company to
host. Um, I won't get super deep into
the pricing here because we're probably
not going to use cloud environments for
most stuff. We may use them a little bit
later, but this is valuable in larger
teams. And the reason why is because if
you think about it, right now I'm
running stuff on my computer
specifically, but my computer works a
little bit differently than other
people's computers, right? And so
because of that, sometimes you'll create
something that works on my computer uh
but it won't work on somebody else's
computer. And so the benefit to using
cloud environments a lot of the time is
you're standardizing it. Everybody uses
the same cloud environment. It's the
same server with the same environment
variables, same usernames and passwords,
same setup scripts, same everything. And
then as a result, you just know that
like the app that you're creating for
your cloud code for marketing course is
going to work the same whether it's on
my computer or yours. Down over here,
you can actually select the folder that
you want to play in. And so I'm just
going to do um for YouTube. I'll keep
that. You can also just add a new folder
here anytime that you want. So I have a
couple more. Clarbo backend, Fable 25,
and so on and so forth. U over here on
the right, you actually have this little
claude widget. And if you just kind of
move your mouse around, it'll do some
cute fun stuff. Uh kind of funny cuz
this thing is actually galaxy sized
brain, but the company made it look
super cute. It's breaking out of your
shell. Uh and then on the bottom
lefthand corner, you'll see the mode,
which is very important. My
recommendation is to run most things in
auto mode. Basically what modes are is
you guys remember when um I just
launched Nixrive webpage before and
asked me hey do you want to allow the
ability to run XYZ command? Well a
manual will always ask you before it
does anything that is even remotely
considered like you know autonomy in
your computer. And that's good if you're
working on like something really secure,
but obviously eventually it becomes a
pain in the butt, right? Because I don't
want to have to like wait, you know,
around to see what it needs me for. So,
what I typically do is I'll typically
use um accept edits, plan, auto, or
bypass permissions. Now, what accept
edits is is it won't be able to create
new files, but it will be able to edit
pre-existing old files. And so, that's
pretty useful, right? You can run it a
mock in like a codebase or I don't know,
some marketing folder or something like
that and have it upgrade everything. um
but it won't be able to create or delete
any files, which is sort of a a certain
level of control that you could imagine
would be useful. You can also use plan
mode, which is where instead of making
any changes, you create a really
in-depth plan about how you're going to
do it instead. You can then do auto
mode, which is where Cloud will handle
most permission decisions for you. It'll
only ask for your help if there's
something that it considers to be kind
of scary. You know, if you're playing
around in your file systems, and I don't
know, the file systems on your Windows
will delete a certain system 32 folder.
um you know, Claude will cla will tread
very lightly and it'll ask you uh as you
work on things that are close to that
folder, but if you're just working on
like random ad creative or something,
for the most part, you'll never actually
have to worry about a little um dialogue
box popping up. Then finally, you have
bypass permissions mode. Uh I love
bypass permissions mode. It's basically
just like full you only live once, let's
go, Claude, 1v one me. Uh you know, it's
not going to ask you a single thing.
Claude's just going to do whatever the
heck it wants all the time. Um, I am
typically in the loop in some way,
shape, or form. And I typically do not
work on things that are super sensitive.
You know, cyber security projects, super
sensitive like passwords, credentials. I
don't do any of that stuff. So, you
know, I'm just working on little
marketing tasks. I'm usually going to be
auto or bypass permissions. So, as you
can see, right now, I'm actually on
bypass permissions. When you click on
that button, you can then scroll all the
way down to the page and it'll actually
ask you, hey, do you want to allow
bypass permissions mode? And you have to
do that check because obviously there is
the possibility of some sort of
long-term impact. So what I'll do is
I'll just go back here. And now once
I've accepted or allowed this, I can now
just go five and bypass permissions.
When you do so, it'll kind of make your
screen seem kind of scary. So, you know,
don't do it if you're not like actually
okay with it. Um, auto mode, plan mode,
accept edits mode, everything is fine.
Uh, I just wouldn't really recommend
using manual because you'll have to
check in like every 5 seconds as it does
anything. Okay. Okay. Then a little bit
to the right, we are now exposing the
capability to add files or photos. So I
can actually add any file or photo to my
claude code conversation. So I have some
videos here that you could see I did
with, you know, Jack Roberts. I have a
big list of community members. I can
actually export all of these and
actually upload them directly into the
chat. So this is a picture of uh me,
Alexi, and Sam Ovens at uh you know the
school games where they were
interviewing me about stuff. For
instance, maybe I want to ask it
questions about how to make this better
or have it generate a new image using
another model or something like that. I
could do so really easily. You can then
add a whole folder as well, which is
basically the entire folder's worth of
context. It'll just go through
everything in that folder, consume it,
and then, you know, sort of understand
what is going on. And then you have the
ability to expose slash commands, which
if you guys remember earlier were those
slash warnings, the skills and so on and
so forth. So slash commands are kind of
cool. Um, there are a lot, so I'm not
going to go through every single one,
but I am just going to show you guys
what the interface looks like. If you
type slash, you'll see there is a
massive list of all of the different
possible things that you could do here.
There's slash schedule/btwreview
slrefork/mcp/feedback/model/reame.
You know, this is sort of like um you
reading through the help docs of a a
very complicated piece of software.
There are a lot of these and we're
adding more and more and more all the
time. But what is really cool is this
will also include um skills. So just
like you know we had um you know all of
those different functions here we also
have anthropic-skills colon morning. And
so for instance that would actually run
the morning flow the same thing that um
you know we were reading through a
moment ago. So as you can see I'm saying
anthropic-skills morning. This will take
a few minutes. Let me check what's
connected before gathering. And the
reason why it's doing that is because
it's looking to see, hey, do you have
email? Do you have calendar? Do you have
chat, Slack, Gmail, or Outlook? Because
those were the five platforms or six
platforms that were used in the skill in
order to, I don't know, give you your
morning brief. The value to the morning
brief is composed of data you would find
on places like this. So, the fact that I
don't have any of those platforms
connected means that it's probably not
going to be all that valuable of a skill
run, right? But as you guys see, these
things are quite organic and uh Claude
will let you know as you proceed through
building skills and stuff like that,
whether you have the appropriate
permissions to make that skill valuable
in the first place. Okay, there are a
couple of these um slash commands that I
would recommend understanding. Um one is
called BTW. This allows you to ask a
quick side conversation before you
actually stop the prompt. Um so for
instance, I could say, "Hey, what's my
name?" When I do this, what it'll do is
actually open up this little side chat
right next to your main conversation.
And you can ask it a question without
actually interrupting the conversation
that you guys are having down here. And
so that's what's going on up here. Okay,
I'm actually just having a conversation
with it. And it's still technically in
the thread. It has all the context of
the thread, but um we're talking without
actually interfering with anything down
here. So then I'm just going to close
out the /btw. And you can see here it's
now asking me for, hey, can claude open
this folder? I'm now going to click
allow once. And you can see that it's
actually gone through and created the
page for me. But the page is pretty
boring. It says nothing's connected yet.
So there is no day to show you. Nick,
you should get your stuff together,
right? And so that's what that works.
It's going to ask me multiple times. I'm
just going to keep on closing this out.
I don't really need to worry about that.
Okay. Now, I don't like the fact that
this has been talking for a while. So
what I want to do is I actually want to
pause it. And how do you do so? You can
click this button right here. You can
also press escape. The reason why that's
valuable is because sometimes cloud gets
caught in loops where it just reopens
the thing over and over and over again
because you keep exiting it or it keeps
on editing a file for you or you change
tac and you don't want to use /b2w or
something like that. Now moving down
slash commands. Another one that I
really like is slash usage. This will
show your usage plan as well as the um
rate limits and how far you are through
them. So you know I've done a couple of
things with you here on my $20 plan. And
so uh you can see my 5-hour limit resets
in 4 hours and 21 minutes is at 9%. So
I've used 9% of my 5h hour limit. To
make a long story short, Anthropic
currently gives you five whole hours
um as a window in which you can use
Claude and then they give you a certain
amount of cloud usage within those 5
hours. After you hit 100% you can no
longer proceed in that 5 hours.
Then when it resets, you go back down to
zero and then you can run it up all the
way up to 100% again. In addition to the
five hour limit, they will also give you
a weekly limit. And so this allows you
to access all models. The reason why
they do this is because sometimes they
give you limits to specific models,
usually new ones, which are very in
demand. Uh, and so this one here resets
Friday, 9:00 a.m. And you can see I'm 1%
of the way through my weekly limit, 9%
of my way through the 5h hour limit.
[gasps] It'll also give me some
information about the session cost. So
this cost an additional 88 cents. I
think cuz I was using uh I don't know
some smarter model or some API or
something. Um looks like I was using an
API for 1 minute and 2 seconds and I was
using mostly sonnet for this task which
is one of the many claude models. Then
we also have the token breakdown which
is quite valuable as well as what is
actually using my limits. 67% of all of
my limits were used by that one skill.
Okay. And you can see that consumed like
I don't know I guess like 6% or so of my
total 5 hour limit usage which means I
could probably run warning maybe every I
don't know I could run it like 20 times
in a row. So that's pretty cool.
Okay. And then finally uh the last skill
that I wanted to show you guys was uh if
we scroll down here a little bit
there's loop right here. Now loop is
valuable because it allows you to define
an interval. So I could say, I don't
know, let's just say 5 seconds. And then
I'll just say just say hey Nick.
And so what this will do is every 5
seconds it will start a loop that every
5 seconds responds to me as hey Nick.
[gasps] Now there's a rounding rule
currently in place. I think that's
because there's a one minute floor
currently put on by um Claude. But
anyway, just to show you guys, let's do
the one minute loop. Um, what this will
do now is this will set a loop where
basically once a minute, every minute,
this will just say the words, "Hey,
Nick," to me. And so, as you can see,
this is a pretty straightforward thing
to do. Uh, but as I'm sure you guys can
imagine, we can go much more complicated
than this. And in fact, we can actually
run skills like this /morning skill, and
we can do that on a daily or that on a
one minute loop or that every, you know,
45 minutes or whatever. We could also
very trivially set skills that'll do
things like check pages for us. And so,
you know, for a lot of SEO or newsletter
purposes, that's pretty valuable because
what you do is you'll like add
connectors and then you will check,
let's say you're running a big campaign,
a flash sale. Well, you actually set a
loop where cloud will check to see every
5 minutes how many new customers have
signed up. Let's say you can take all
those customers that have signed up and
then provision them access to some asset
or whatever. Um, and it'll just continue
doing this in the background over and
over and over and over again. You can
see we've now done that three times.
Okay. So, if you want to stop the loop,
just say something like stop the loop.
Cloud will kind of hear what you have to
say, find the tool, and actually like
cancel the tool call that it just
generated. And then, uh, yeah, you're
good to go. All right. So, hopefully
that was a reasonable walkthrough of all
of the slash commands. Last thing I want
to do here, um, is, you know, obviously
we have those connectors, which I've
talked about before. We have the ability
to add plugins. You'll see there's a lot
of um redundancy built into this because
they have the same buttons three or four
different places just because they're
testing to see which ones people like
the most. Next, we have the microphone
feature, which is basically how you um
basically talk to Claude via your
microphone.
So, if I hold command D or just press
this button, you'll hear those little
two and then you can talk to Claude
however long you want. And so, that's
what I'm doing right now. I'm actually
having a conversation with Claude via
voice transcription tools. This is built
into Cloud. Now, I also can use my own
voice transcription tools to pump uh
words into this little field if I wanted
to. But you'll find that this tends to
work pretty well. And you can actually
see real time the text that you're
generating being transcribed. So, that's
kind of neat, right? In practice, I will
actually usually end up prompting just
through my voice these days. The reason
why I tend to prompt through my voice is
not because I think I am a better
speaker than I am a better writer. Most
people tend to be far better writers,
but because when you uh use dictation,
you can typically just generate a lot
more in a short period of time than if
you write, the average human being
speaks at around three to four times
faster than they write with their
fingers. So, um you know, this is just a
quick and easy way to like brain dump
whatever you need into cloud. And I
think you'll find that there are a lot
of situations in which you'll probably
want to brain dump stuff into cloud.
I'll show you guys some as we build.
Anyway, you can change your microphones
and stuff like that right over here if
you want. Then we have the actual model.
So, there's Fable 5, which requires
usage credits right now. There's Opus 5,
which is not Sonnet 5, Haiku 4.5.
Variety of different ones here, too,
that are kind of old last generation
ones. Uh, I'm just going to use Sonnet 5
right now because it is pretty smart.
Does most of what I want it to do, and
I'm not super worried about, I don't
know, solving the mathematical formulas
of the galaxy. Finally, we have the
effort tab, which is basically a slider
that allows you to um define how hard
you want Claude to work on one of your
tasks.
This allows you to basically say like,
"Hey, like is this work that I'm doing
today super important? If not, I don't
want you to think too hard. I just kind
of want you to go with your best guess.
Whereas, you know, if you go all the way
to the right, it's like, hey, I don't
want you to try guessing at anything. I
actually want you to triple, quadruple,
sex tuple check everything that you tell
me." And in doing so, um, cloud will
consume a lot more tokens, but the
probability of a high quality answer
goes up way more. It's also note also
worth noting that the speed changes
quite a bit here. Um, when something is
at effort low, it usually works much
much faster than when something is at
effort smarter. So, keep that in mind.
If you're going ultra code, it'll take,
I don't know, like way way longer than
if something is effort low. Effort low
might take like 2 seconds. Uh, effort
ultra code might take like 5 minutes.
So, worth usually operating somewhere in
the middle. I like defaulting to medium
or high for the most part. Um, sonnet
high tends to work pretty quick while
also delivering pretty good results.
Now, you can also see your context
window here in the bottom right hand
corner. What that is is the total number
of things that are consuming your
tokens. So, I just move my again fat
head out of the way so you guys could
see this a little better. Um, as you can
see, we have a certain number of
messages up here at the top that are
consuming a certain section of our
context window. Certain number of system
tools, system prompts, MCP tools,
skills, memory files. You don't need to
know what all these things mean. What
you do need to know though is that
Claude can only hold a certain amount of
information in its head. And that
information is currently bounded by
tokens. And so a token is very similar
to a word. And pretty soon, I'm sure
they will just be called words. But for
now, they're just a little bit
different. Uh right now, you know,
sonnet 5, which is the model that I'm
using, can host 967,000 of those tokens.
We've consumed 112,000, which puts us as
12% of the way to the entirety of Sonnet
5's context window. When you hit the
context window, usually what'll happen
is Claude will compact your context,
meaning it will just like try rewriting
it so that it's way shorter and then
stick all that information up at the
very top. The reason why that's valuable
is now you can continue the
conversation, but a lot of the BS words
are sort of taken out of your context
and you'll usually get build less for
it, too. And that does take me to the
sort of billing and usage aspect. The
longer your context window is while you
talk with Claude, the faster you will
burn through your usage limit. So, my
recommendation is try not to keep a
thread running all the 967,000
tokens uh that are available. I'd like
working somewhere between 0 to maybe
500k or so. I find that's also my
performance sweet spot. If you add more
information than that, cloud starts to
perform a little poorer. That's just
because it gets confused. It doesn't
fully know what it is it's doing. You've
given it a lot of instructions at that
point that it needs to juggle around in
its memory and obviously that can be
pretty tough. Okay, so that context
window can be consumed of messages. As
mentioned, system tools are just
different things that it internally has
access to. System prompt is uh basically
a little snippet of text that you can
define that will be prepunded at the
beginning of every conversation. MCP
tools is another sort of thing like a
skill. It's just skills that other
people host for you. So what you can do
is you can load basically external
skills via MCP tools that other people
have created very easily. And then
memory files are the things that I
showed you guys earlier that basically
define I don't know like in my my case
my height earlier 6'2 and stuff, right?
The rest of the stuff not super
valuable. Obviously that's free space.
We're just going to skip out of that and
you have your plan usage limits. Okay,
so I told you this would be
comprehensive, didn't I? Yeah, we've
covered uh probably 90% of the entire
interface. There's just one more thing.
At the top right hand corner, you have
the ability to spawn a terminal. You're
probably not going to do this, but for
those of you guys that don't know, a
terminal is just um kind of the way that
we used to interact with computers back
in the day. We had a variety of
different commands that you could, you
know, access cdls, print working
directory and stuff like that. You could
see all the files that are in this
directory and so on. Um, but anyway,
sometimes cloud actually needs to use
this terminal in order to do things. We
also have the ability to check your
diff, which is just the changes to the
code that you have made. If you're
developing an application, that can be
quite valuable. You also then have a
browser. So we now have a browser built
into cloud that can do things like
access web pages for you. That's pretty
valuable as I'm sure you can imagine
because you can use that to automate
browser activities. And then finally at
the top right hand corner you also have
a couple of things that are pretty cool.
One is an iOS simulator. So you can
actually set up like apps in cloud code.
Now um these are iPhone apps and they're
fairly cool. Um you can like download
you know Xcode which is how you do it.
Open up the Mac app store and so on and
so forth. I won't do that just for uh my
own sanity. I don't like looking at the
app store any more than I have to. Uh
but anyway, you can you can create like
iPhone apps now, which is pretty badass.
Uh and then you can also open in
whatever you want. You can open in a new
window, VS Code Finder. You can rename
your transcript. You see this Nyx Drive
web page right over here. Well, if I go
to the top rightand corner and I click
rename, I'll say Nyx demo.
You can see we've actually fundamentally
and foundationally changed that. Uh you
can also see the transcripts. you can
actually like see all of the thinking
that Claude has done if you just expand
this transcript view. So, in my case,
I'm just going to do summary. And what
it'll do is it'll just summarize
everything that we have done, our whole
conversation back and forth. I'm now
going to get a summary, which is pretty
cool. Uh, as well as a full transcript
of the conversation at any time. So,
transcripts over here, summaries over
here. This is going to take a fair
amount of time to spawn, unfortunately,
so probably won't happen entirely real
time. Okay. And yeah, now you can see
it's giving me a summary of this
conversation. First, I wanted to build a
self-contained publish artifact page
profiling Nixx as a personal bio
portfolio page. And then uh I don't know
there's a bunch of things like the
outcome, you know, what had what ended
up happening in the session. Well, the
next drive artifact is now done and
sharable, right? Then you can fork a
conversation where you just start
another conversation at the same place.
So that's me forking the conversation
right now. And then you can also archive
a conversation if you don't want to look
at it anymore. So that's what I just did
to that Nyx demo fork. And then uh you
can also delete a conversation if you
want to. That's what I just did to
Nick's demo.
Okay, we are now done. Virtually every
button in this godforsaken interface.
Just kidding. Uh there's a lot and
that's because the Anthropic team has
added a tremendous amount of value to
their app in just uh I don't know maybe
3 or 4 months. So the app was not always
like this. The app is very high quality
now. The app will probably look a little
bit different from what you guys see
just because they are consistently and
constantly updating it. But now that you
guys know how to use the app, you have
no excuses. we know every little literal
button on this entire interface. Um
it'll be very very easy for you to
navigate and do virtually everything
that you need in order to make something
cool happen. Which takes us to learning
the interface right here which is now
check. We have an optional task here
called set up the CLI. CLI in case you
didn't know stands for command
line
interface
which is just a different way of
communicating with cloud code. As
mentioned, you know, they've given us
many different ways to talk to Claude
and and work with Claude. Um, so what
I'm going to do here is I'm going to I'm
going to set up another one just as a
demonstration. And I may use the CLI. I
may end up using the cloud desktop app.
Um, it's really just about what is
simpler and easier for you. Before I
show you guys that, it's worth a brief
uh kind of piece of education here. Uh,
just like we have different websites on
the internet, okay, that are accessible
through different browsers. Like in this
case, this website Google can be
accessed through Chrome, Safari, Firefox
or something else. We also have the same
concept of clawed code which is
accessible through I don't know your
desktop app, your terminal VS code or
something else. And so there are variety
of different ways basically to get to
the same resource. And so what I just
showed you here was I actually just
showed you the desktop app, right? And
so that's what we just looked at, but
you can also use a terminal to do the
same thing. You can also use VS Code.
And so what I'm going to do now is I'm
just going to show you guys what it
looks like in terminal version. And it's
very very straightforward and easy. All
I'm going to do is I'm going to go to
Ghost TTY. When I open up ghost tty,
you'll see I have a terminal. Same thing
that we had before. It's inside of a
folder called business. That's just sort
of the layout. And in order to access
Claude, all I need to do is type
cla-verbose. I like verbose because it
allows me to see what it's thinking. And
if I scroll and zoom way in, you'll see
that, you know, our interface looks a
little bit different. You know, our
cloud is up here. And I don't know what
what is it doing? It's looking up. It's
going down a couple times, but it says
Claude Code Fable 5 with medium effort
in business. So, what's going on? So
maybe I'll say, "Hey,
um, what you'll notice is this is the
exact same product. It's just I'm
accessing the product now in a different
way. Instead of me using that app that
we saw earlier, I'm using my own app and
I'm talking to it through a channel. If
I type slash, you'll see that there are
a variety of different skills that I
could use as well. And so in my case,
this is actually my preferred way of
communicating with cloud code. And the
reason why is because I just, you know,
uh, uh, I I've done a lot more
development stuff over the last 6 or 12
months. I'm just more used to
communicating with it in like a terminal
style interface. That said, it's not the
only way to do so. And hopefully you
guys see now that uh the cloud desktop
app is a very very strong and viable
candidate. And just for simplicity sake,
I'll prefer that wherever possible. But
there are some situations in which I I
do like just diving into the terminal.
Again, it's almost like a different car,
right? Different browser, different car.
Everybody has slightly different
preferences about how they drive it. you
could have the exact same horsepower,
but obviously if you're accessing cloud
code or if you're accessing the the same
horsepower of the engine through a
different model, um it'll react
differently, handle differently and
stuff like that. And that now takes us
to the end of the first step, which was
to download, install, and set up cloud
code. Next, I want to cover the five
marketing functions that we'll be
automating today and the framework I'm
going to use to show you guys how. So I
want to talk a little bit about business
because obviously you're doing this not
for the sake of you know building up
just a cool personal portfolio but
ultimately we want to we want to build
our marketing skills here with cloud
code to do something some sort of
economically valuable outcome and so the
way that I see most businesses and it's
a service business up here but uh really
the more I think about it I think it's
all businesses is as the following
pipeline. All businesses will start with
some form of marketing. Okay, that is
just to get strangers to notice you and
that is basically to get eyeballs on the
business itself or the brand. Then you
will have some sort of sales
transformation event which is what turns
these eyeballs and this interest into
some form of money. Afterwards you have
fulfillment which is where you deliver
what you promised and then finally at
the end you have some sort of
administrative wheel that is what keeps
the machine running. Now the whole idea
here is basically you know during this
process as you go from top to bottom you
convert somebody who is a total stranger
into some form of profit and you can
imagine the same thing applies across a
variety of different business stacks.
You can do this with ecom. You know in
ecom you have strangers that notice a
product. You sell that product. they
receive delivery of the product and you
have some sort of admin to keep uh I
don't know the purchasing and the
inventory in line with like uh
expectations and forecasts. You have
hiring, you have vendor relationships,
logistics managed with your your
manufacturers and stuff like that. Uh
and then you know ultimately these four
working in perfect concert is what makes
you profit. So you know this isn't like
an MBA or anything like that. Certainly
I don't think I could hope to do uh you
know an MBA in this this this time
period that I've allotted for this
course. But you know I want to talk
mostly about this marketing and then
this sales aspect. Um and so this is
really going to be like our focus. This
is what we're going to spend most of our
time working through in this course. Um
but I think it's also important to
understand that marketing and sales they
work in tandem, right? It's not just one
or the other. Realistically there's
there's there's back and forth here. So
a lot of the stuff that we are going to
build for marketing today with cloud
code um we will also sort of build with
uh or build for our sales department at
least to like understand and and know
what's going on. And so this is kind of
secondary and I'm going to have future
courses that are focused specifically on
sales. So you don't need to worry too
much about that. Now the framework we're
going to be using to really crush these
cloud code automations is called race.
race stands for reach, acquire, close
and expand. And the differentiator or
sort of the delineator between sales and
marketing in my view occurs right here.
So everything to the left of this is
technically marketing and everything to
the right of this is technically sales.
Which means our course today is going to
be focused on these two which is how do
I get seen which you know if you think
about the key performance indicators of
getting seen how do I get impressions
how do I get views so how do I get my
brand in front of more eyeballs and then
how do I turn these impressions and
views into some form of intent so how do
I acquire you know so how do I I don't
know book meetings or get form fills get
people to sign up to my newsletter get
people to opt built in to some offer and
so on. And so all of the automations
we're going to be developing are really
going to focus on uh these levers. Okay,
it's all going to be about reach and
acquire. And if you think about business
in this framework and if you you know
race to implement automations that help
you with reach, acquisition, close, and
expansion, typically uh you'll allocate
your time a lot more effectively than
otherwise. So, I'm going to come back to
race pretty often. Uh, when, you know,
somebody wants to work with Leftclick,
my AI automation agency. Um, you know,
typically they're like, "Oh, like I want
to do this crazy admin automation. I
want to do this backend thing." And I'm
like, "Well, why don't we start with
race? Why don't we start with reach,
acquire, close, and expand, and then we
can worry about that later." I find
results are are through the roof. Uh,
people focus on revenue and growth uh
way less than they realistically should.
Race is how I tie them back to, you
know, revenue and growth levers
constantly. And on the right hand side
here we have close and expand. So you
and if you think about it, this is like
a sales transformation threshold. Um,
you know, once we've booked the meeting
or gotten some sort of intent or
something like that for our product,
it's not really a marketer's job to
close them and expand them. Obviously,
we can tee them up for, you know, the
greatest spike of all time. Um, but
that's sort of out of our hands at this
point. So, we're going to work on
optimizing reach and acquisition. And
then later on I'll have courses on sales
that'll also allow you guys to implement
systems that improve your ability to
close and your ability to grow the
lifetime value of your deals. Okay. So
if we think about this now a little more
simply what does that mean for us? Well
under reach there really three major
places that I'm going to uh help you
guys build cloud automations with today.
The first is creative. Now this is the
generation using artificial intelligence
and orchestrated by claude of images,
videos, audio and so on and so forth
typically for the purpose of advertising
although also for organic uh kind of
brand reach and brand growth. So the
cool thing is with claude if you think
about this as like one of these analog
dials on like a control panel we can
pump this puppy all the way up to the
top super easy. you can significantly
reduce any bottlenecks at the creative
stage just by throwing, you know, tons
of uh a couple of different creative
models to Claude and then giving Claude
the ability to to press buttons and
arrange prompts um you know, in its own
way. I'll show you guys how to do a
define system for this. This is the same
system I've used at uh over a company
that does over a billion dollars a year
in revenue to massively increase their
top of funnel and then ultimately the
total number of pieces of content and
ads that they can get out. After that,
you also have copy which is sort of in
tandem with creative for advertising.
Um, but we can also use, you know, cloud
code to customize a lot of the copy in
our marketing mix. So, we could do the
customization of newsletter copy for
instance, which I think is a big lever
not a lot of people are pulling
realistically. You know, your
newsletters don't have to say, "Hey, my
offer does X, Y, and Z." You know what
you can do is you can actually customize
it to say, "Hey, Nick, just wanted to
send you this because I know you talked
about X, Y, and Z last month in your
LinkedIn. You know, my offer does X, Y,
and Z and I think it can help you." That
sort of stuff does really, really well.
And it also starts blurring the line
between direct outreach, too. A lot of
the time people think marketing and then
they go, "Okay, this is all inbound. So,
I make a brand, I make some sort of ad
campaign and then people come to me."
Um, well, you know, marketing can also
be done outbound, which is where, you
know, I have a product or service and
I'm I'm actually actively looking for
customers for it. And so, this is where
a lot of my own experience comes in
because I used to do door-to-d dooror
marketing. So, I would literally acquire
my leads by walking up to a business,
opening the door, shaking the business
owner's hand, and just giving them a big
pitch. So, I'm sure you can imagine it
didn't work well super often, but uh
when it did, it did. And so, I have a
lot of experience around applying AI,
cloud code, specifically to the outreach
stack. And I think it would be remiss of
me if I did not show you guys how to do
that as well. It's a very high
opportunity lever for outbound growth.
Okay, so all of these improve your
reach. Okay, so that's sort of the R in
race. Now on the right hand side here,
um we also have a couple of, you know,
ways to improve the total fraction of
people that opt in or book an offer. And
so the first one is speed to lead. Now
what is this? This is basically just
capitalizing on interest. you know,
presumably between the reach and the
acquisition stage, if you think about it
here, there's some sort of like um
opt-in, which is where somebody will
fill out a form or something like that
to to demonstrate interest. You would be
surprised at how many hundreds of
millions of dollars are lost between
these two stages. Um if you just, you
know, respond to leads really quickly,
which is what speed to lead means. If
you build systems that allow Claude,
let's say, to orchestrate a conversation
within 30 seconds of somebody filling
out a form, you can make companies 300
to 400%. And um that's what the hat that
I'm wearing uh right now represents. I
run a company that actually just does
speed to lead all day. And we've
produced crazy outcomes like taking a
home services company that was
previously doing around $3 million a
month in sales. Um literally just by
implementing the greatest speed to lead
system ever. We took them to $9 million
a month. That's 300% increase in total
revenue simply by optimizing one of
these, you know, six levers here. Okay.
Another is booking percentage. So we can
actually improve booking percentage
through speed to lead, but also through
economizing um you know a lot of the
form fills and a lot of the systems that
people use right now to to gain
interest. So we can have Claude, for
instance, do a lot of research on the
prospect to eliminate the total number
of fields we need in an opt-in form.
Typically, if you have, let's say, 10
questions in an opt-in form, you break
that down to three or four questions,
you'll see a significant improvement in
booking percentage. You do so at the
cost of qualification, but Claude Code
can now do research on the prospect for
you sort of autonomously. um which means
you don't actually need all that much
information. Then also following up. So
this is like nurturing. Um what we can
do is we can use cloud code to
orchestrate autonomous follow-ups and
then do so in like really customized
ways that people seem and feel like
they're are being treated like as people
not as dollar signs which is kind of
funny if you think about it because like
you know we're using AI for this stuff
but the end result is our prospects that
people are marketing to are a lot more
likely to feel like we're talking to
them directly. If you think about it,
one of the reasons why many companies
have been forced to treat people like
dollar signs, you know, not personalize
their outreach, not even personalize
their their billing or their
communications or the templates of their
invoices and stuff like that is simply
because we haven't had the manpower to
do that and provide a good experience.
But what I really like about cloud code
and AI is that it allows us the ability
to produce the manpower to give every
single person that works with our
business a customized experience.
They'll have customized creative,
customized copy, customized outreach.
Their speed to lead will look really
customized. We'll we'll customize, you
know, information by doing research
automatically on people to enrich, you
know, fields in our newsletter databases
will u customize follow-ups. Everything
will be super super unique and and also
very personalized. Before we actually
build things, you need to understand
bottleneck thinking, just sort of
constraintbased thinking. And this is
quite important in marketing because
what you'll find is a lot of the
companies that you work with or maybe
your own company um they have a lot of
one of the things that we talked about.
Okay? Maybe they have a lot of creative,
maybe they have a lot of capacity around
the follow-up end, but you'll find that
there are certain parts of their funnel
that just really suck. And the way that
bottlenecks and pipelines work are the
entire operation is always constrained
by the narrowest step of that chain uh
or like the weakest link in the chain is
another way of thinking about it as
well. The classic example is a factory.
And for those of you guys that have
played those like I don't know factorial
games or whatever um you'll intuitively
understand this but let's say I have a
factory and the way it works is every
day I get 100 units of some raw
material. I don't know let's say it's a
rock or something like that. And now
this enters my big factory. Okay. And
this is what my factory looks like.
[sighs and gasps] And basically what
happens is you know what we have to do
every day is we have to put this raw
good through two steps. We have step A
and step A has a capacity of 100 units
per day
and step B
has a capacity of 10 units per day.
How many units in one day can we get
through this pipeline? How many units
can we get through this factory? Well,
if we start with 100 units on the left
side, okay, and then we pass it through
A, A has a capacity of 100 units per
day. So, what that means is the
intermediate between, you know, A and B,
like we'll we'll generate 100 units.
That's fine. You know, we've made it
past the first step. You'll see B only
has 10 units per day, which means, you
know, despite the fact that we're
feeding in 100 units, we can't get all
of them. Um what we can do is we can
transform 10 units per day. What that
means is what is the sum total daily
output of the factory? It's 10 units per
day.
You know basically the entire factory
can only work as quickly as the weakest
step in their process.
Now if I give you an mission to improve
the total capacity of this product you
know in total number of units generated
per day um you know and then I say hey
like which step would you improve in
order to increase the total output of
the factory would you improve step A or
would you improve step B you know let's
say I allow you to double any of these
well if you doubled A you'd be at 200
units per day what would the total
capacity of the factory now be well you
wouldn't actually have changed anything
because the bottle neck the thing that
all other steps are sub subservient to
is still 10 units per day. However, if
you changed B from 10 to 20 units per
day, then the total output of the
factory would go up. Okay, so anyway,
this is just a very simple and
straightforward um analogy hopefully
that allows you to think about how to
optimize a marketing process. The
reality is, you know, we have a lot of
processes in our business that are very
similar to what I just talked about. And
in this hypothetical example, what we
have is we have um you know a lot of
capacity at the creative step. We have a
lot of capacity at the lead step, but we
don't have a lot of capacity the booking
step. So this is sort of our you know uh
example that is analogous to 10 units
per day. It doesn't really matter if we
improve our creative in this example.
Doesn't really matter if we improve our
follow-ups or the total number of leads
we have. you know, none of that's going
to matter because the pipeline, the
narrowest part of our whole business is
this booking stuff. So, what that means,
too, is it's not bad. It's actually
quite freeing. Um, we can spend zero
work on creative leads or following up
at this point. If we just improve our
booking by a tiny little bit, our entire
business will improve by that same
multiple. For instance, if we can move
it from 10 units a day of capacity to 20
units a day of capacity, what we've done
is we've effectively doubled our
business. Okay? Then we do it 30. you
know, maybe we'll triple our business
and so on. And so I I just bring you
guys this analogy because I find a lot
of the time people want to rush to
automate literally everything that they
can in a business. And despite the fact
that that sounds nice and it's sexy,
you'll make way more money for yourself
or for the companies that you work with,
if you spend a little bit of time trying
to figure out what the bottleneck is and
then building systems that alleviate
that bottleneck versus just trying to do
everything everywhere all at once. So
all the systems that I'm going to show
you from now on, I would like you to
think of as solutions to bottlenecks.
But don't just throw these systems at
the companies that you work with because
that isn't necessarily going to do
anything unless that is actually the
current constraining step. Like if
creative for instance was a very narrow
bottleneck in this instance, you know,
if it looked maybe something more like
this, right? Um and it was a lot more
narrow, then widening it with the
creative system that I'll show you guys
in a minute would make sense. You know,
if booking was really the bottleneck as
mentioned here, then widening it,
widening it with a booking system and
doing more speed to lead, that would
make sense. But if you guys are already
really really good across the stack and
everything that you guys are attempting
to process automate is already sort of
not the bottleneck in a process, you're
not actually going to see uh much
monetary return. Okay, so that takes us
back to the five marketing functions
we'll be automating today and the
framework to do it. Why don't we now
talk about how to prompt versus build
skills versus schedule loops versus
create routines? And once we're done
with this, we can actually start the
building of our cloud code systems. So,
a simple and easy way for you to think
about how we are going to progress
through this course is for all of the
systems that I'm going to be building
with you guys, we're going to start them
very simply as prompts. Now, prompts are
sort of the first step in the automation
pipeline. What they are is it's kind of
like uh an old school Flintstones car
where you know you would pick the car up
and then in Flintstones they would sort
of run with their feet because they
supposedly hadn't invented wheels yet.
It is manual every single time that you
do the process you need to be in the
driver's seat actually steering it and
asking the AI to do the next step and
getting the AI to you know do things in
sort of a self-directed manner. And as a
result, it's also quite slow. But
obviously, I mean, if it's the first
time you've done a process, how else are
you going to do it? And so when we build
all of our automations in our course,
we're going to do them primarily through
prompting to start. But after a while,
obviously, business processes tend to be
quite similar. We tend to just do the
same thing over and over and over again,
right? That's kind of how business
works. We find a hack in the market that
pays us more money than the work and
money that went into it. And then we
just repeat it over and over and over
again. So we'll transform our prompts to
the next stage which are skills. Now you
can basically think about skills as just
a saved and much more efficient
instruction set that you can reuse. And
so we showed you guys how to do that
earlier through slash commands, right?
There was that morning skill. Well, you
can get really really granular with
skills. And once you have a big set of
skills, you can also just run those
skills as a meta skill. uh and in that
way chain together you know a process
that might have previously taken many
many man-h hours into one. So for
example I have a bunch of skills that
manage my YouTube channel and a lot of
people wonder how I'm capable of
self-managing such a large output. Well
the reason why I can is because I have
skills that manage everything for me now
from the generation of title candidates
to the generation of thumbnails to the
generation of uh you know descriptions
to the actual publishing of the content
the selection of the keywords. It
automatically adds things like uh end
screen cards and so on and so forth. You
know, this is stuff that previously
every time I wanted to publish or record
a video, I would have had to, you know,
sit down and probably spend an extra
hour or two uh doing. Well, now I I
don't need to do any of that at all. And
once I built all of those granular
indivi individual skills, I then created
master skills that just ran all of them
in sequence, sort of one skill after the
other, skill after the other skill, and
in that way chained together small
tasks, turned them into big ones, and
eventually replaced entire roles. Okay.
Now after the skills which are
themselves quite powerful, we are still
technically constrained by you running
the skill. And so that takes us to the
next step which is the loop. Now what a
loop is is it's basically a skill except
it's a skill that runs on its own
without your involvement. And so in the
example of, you know, that big like meta
um skill that I talked about that like
let's say manages my YouTube channel,
you can imagine how me having to run the
skill at the end of every big publishing
session or whatever is kind of a pain in
the butt, right? What if instead I just
set a loop that automatically ran the
skill on my computer once every day? And
maybe, you know, my deadline was 12:00,
so I just had it run every day at 12:00.
Well, in that way, I'm no longer really
in the driver's seat. What I've done is
I've prompted built up a saved
instruction set and now I have a
scheduleuler that's just running that
instruction set maybe on a set of
resources. You could see that with like
the morning brief idea, right? You could
just set the morning brief to run
completely autonomously without you
maybe at like 5:00 a.m. every morning or
maybe you know you're doing some sort of
marketing role and you have to scrape a
bunch of um competitor ads. Well, you
can actually set a loop to scrape the
competitor ads every morning at like
5:00 a.m. before you get into the office
or before you start working on your own
business. And that way, the second that
you show up, you will have a list of all
of the competitor ads. All you need to
do logically is just figure out, okay,
which ones am I going to try and
duplicate and swoop. You could build
loops like this across virtually every
part of your marketing stack. And I will
show you guys how to do so. But
obviously, the first step here is you
need you need the skill. And in order to
build the skill, you need the prompt.
Okay? And then once you are done with
the loop, sort of takes us to the last
step, which is the routine. Now, loops
are great. The only issue with loops is
that they need to be run on your
computer. And so that that decreases
your ability to share the loops with
other people in your organization. And
it also means that the loops are kind of
brittle. If something changes in your
computer, if maybe you change your I
don't know login or whatever, um you
change the plugins that your clot has
access to your skills and MCP servers
and whatnot, the loops can break and
they cannot work. But if you really want
to like expand things and make them you
know institutional and actually add
things to the organization not just your
own work space uh you need to take them
out of your computer and then put them
on somebody else's computer. So if you
guys remember we covered routines
earlier and uh you know like the
difference between local and cloud
environments well routines just run in
cloud environments and the idea is you
will pay you know anthropic or another
cloud provider some amount of money
usually very little to be clear. I mean,
we're just spending money on tokens at
this point. And then it will do the task
and then it will output some
deliverable, which is, you know, a lot
more money. And so, maybe this is the
simplest ROI of your life. You spend,
you know, $1 in tokens, then you get the
equivalent in deliverables of um, I
don't know, let's just say like $100 or
something like that output. Um, it is
entirely self-managed. Uh, you don't
have to touch anything on it. It just
occurs without your involvement. And so
this is eventually where we are going to
go with all of our systems to be clear.
Um although you do need some sort of um
input to that like a schedule, API, web
hook, trigger, whatever the heck you
want. Um but I'm just going to be
approaching every single one of our
steps through this four-step pipeline.
So you guys are going to see that in our
very first u automation, which is going
to be using Cloud Code to create ads
essentially wholesale. Uh, we're going
to start by building out a step-by-step
prompt where I walk Claude manually
through a process to go and do what I
want to do. I'm then going to convert
that into standardized instruction sets
and then show you guys how that runs
over and over and over again. We're then
going to run that a few times to make it
perfect, make it very low likelihood of
failing. Then we're going to convert
that into a loop that works it without
us. And then finally, we're also going
to convert that into a routine. And I'll
show you guys pricing and and stuff like
that. A couple of simple rules. Uh, in
general, the moment that you find
yourself saying the same thing more than
once, okay? I would turn it from a
prompt into a skill. So, you guys are
going to see me do that as we build all
of these and get really, really hands-on
and practical rather than you having to
do the same thing over and over and over
again, like saying act as an expert
social media marketer and generate five
LinkedIn post ideas about AI automation.
You know, we're just going to save that
as a skill and then just, I don't know,
type ad batch or something like that and
then do it. But um in general, you can
also just do this like across the stack.
Anytime that you find yourself asking AI
to do something more than once uh and if
it is like virtually the exact same ask,
you should at least expend a tiny bit of
time and effort to see if it is even
turnable into a skill because you know
not all things are turnable into skills.
Um some things do require a human being
in the driver's seat. I mean if they
didn't, thank god we'd be essentially
useless tomorrow. Uh so the idea is what
you want to do is attempt to turn
everything that you do often into a
skill. see if it passes that, you know,
totally autonomous barrier or not
threshold. If it does, now it's a skill.
It doesn't really concern you. You just
run it. And then if not, you know,
you're still in the driver's seat. In
this way, you can very quickly and
easily determine all of the tasks that
you yourself are not necessary for in
the business or in your marketing role
and then ascend up through the ranking
of abstraction and leverage and get to
the point where, you know, you're
overseeing a fleet of agents that do a
bunch of economically valuable work for
you as opposed to actually having to sit
down and do everything yourself. Okay,
so hopefully you guys are as excited as
I am. Um, this is just a final review of
the concepts. Prompts are triggered by
you. Skills are triggered by you. Loops
are a timer on your computer. And
routines are on the cloud. Uh, prompts
run when you type. Skills run when you
press run. Loops run while your laptop
is on. And routines work regardless of
whether or not your laptop is on. Uh,
prompts are great for quick
experimentation and building things out.
skills are great for repeat tasks that
you still need to be in the loop for.
Uh, speaking of loops, loops are best
for monitoring things that automatically
scrape a resource and stuff like that.
And then routines are best for daily
production. Um, and I think we've now
done more than enough sort of explaining
about these concepts, we can actually go
build something. So, I'm going to head
back up here and then just mark that
puppy as done. And now we can build some
actual creatives with Claude code. Okay.
So, how are we actually going to put
this creative generator together? Well,
the first thing I want to dispel you of
is the notion that you can just say,
"Make me some great ads," and then it'll
automatically work. Um, you need to be a
lot clearer about what it is that you
want the model to do. You also need to
be a lot clearer about how you want the
model to do things. Like, if you just
say, "Make me great ads," you'll see
that the model will instinctively just
try asking you a bunch of questions to
narrow down what it is that you want to
do. Um, but that's not really enough.
even if you answered all these
questions, it take you on a wild goose
chase and it probably wouldn't get
anywhere despite the fact that it sounds
like it knows what it's doing. You know,
it really doesn't. So, my recommendation
is you need a process that allows you to
create ads already. Uh, and ideally, you
would already have a process, right?
Like you're not trying to come up with a
new process today. What we are doing is
we are taking a pre-existing process and
then we are turning it into or we are
basically process automating it. And
sometimes we'll have to shift a few of
the steps in a process in order to make
it more amendable to automation. like
we'll need to provide some sort of input
data and so on and so forth. But um in
general uh you know don't come to AI
without a process. Try and sit down and
think about the process yourself.
Actually like whiteboard the process cuz
if AI just picks the process for you um
not only is it picking the process
itself, it's also carrying out that
process and then maybe it's even
evaluating the results of that process.
What you're doing is you're multiplying
probabilities. And in general, if you
multiply probabilities where somebody
else is in control of the quality of the
output, the end result goes way down.
Um, just to, you know, demonstrate for
you guys what I mean by that. You know,
if I go back to, um, my little drawing
pipeline here, if I had a couple of
processes that were 0.8 aka, you know,
80% likely to work. Let's say I had
three steps in my pipeline. Okay, that's
0.8 time 0.8
8 * 0.8.
Um, let's say we had, you know, step
one, step two, step three. Sure, the
probability that step one resolves
correctly might be 0.8. The probability
that step two resolves correctly might
be 0.8. And the probability that step
three resolves correctly might be 0.8.
But if you do the math on all of these,
okay, the total result is not 0.8. the
total result is 0.5
or basically 51.2%
success rate. So what you want to do is
you basically want to minimize the total
number of steps involved in the creation
of a good prompt, a good skill or a good
process. And the way you do that is, you
know, rather than have AI come up with
the process for you, then rather have AI
actually maybe judge the quality of the
outputs for you. You want to do both of
these yourself. All you want is for AI
to do the thing in the middle, which is
actually like carry out the process. And
in that way, you can go from like a
51.2% success rate, maybe up to an 80%
success rate. Okay. Also worth noting,
you're probably not going to achieve
100% success rate with any sort of AI
agent process, at least not of as of the
time of this recording. Um, really, the
way that AI works is it allows you to
take a lot more shots at the net in any
process, and then you can apply your own
human intellect to just picking a bunch
of the correct shots, if that makes
sense. So, for instance, with our ad
generator, what we're going to do is
we're not going to aim to like make this
thing just pop out perfect ads every
single time. What we're going to do is
we're going to have it generate dozens,
hundreds, thousands of ads, okay? And
then all you're going to do is you're
just going to review them and then run
them. And in that way, uh we're going to
be able to generate a lot more top
offunnel ads, which will alleviate the
creative bottleneck, assuming that that
is the bottleneck. So, anyway, this is
the process right here that we're going
to be um going through. We're going to
save a bunch of high performing ad
formats as templates. Then we're going
to feed in a variable. So a niche, some
sort of offer, some sort of angle,
whatever it is for whatever product.
I'll just come up with a hypothetical
one. Claude will generate a bunch of
different combinations of niche times ad
format, offer time ad format, angle time
ad format. And then we're just going to
review, pick, and ship. Um, staying in
the loop, uh, basically all the way up
until the end where the taste matters.
But actually before we even get there, I
I hope you guys know just based off of
that bottleneck thinking, um the only
situation in which this would make sense
to apply to a business is if creative is
your bottleneck. Like a lot of companies
are big on ideas and they also have the
means to distribute those ideas via paid
or organic. They just can't actually
make the ads themselves. So this is this
is the situation in which that would
make sense. If your company has lots of
ideas, if it has lots of distribution,
but it doesn't have a lot of creative,
um you could actually meaningfully
improve the business significantly. um
you know so if you're currently
bottlenecked on designing and stuff like
that like this the system will genuinely
improve things but if you already have
the ability to uh I don't know like make
a bunch of ads or maybe you're really
short on ideas or maybe you're really
short on distribution you having the
ability to create more ads won't
necessarily improve things really all
that much. Okay, but let's carry out
this process. So this is something I sat
down and I thought a little bit about
because obviously I wanted to spend our
time effectively. I didn't want to just
like do a bunch of whiteboarding on ad
processes. A lot of people have way
better ad formats um and and ad systems
than I do. Uh and I'm not like a
professional, you know, advertiser by
any means. I used to run a PPC company,
but it wasn't super successful. I mean,
the PPC company probably capped out at
like 200,000 in a year. Um you know, I
run ads for my own products now, my
information products, and then my
education products, but um I don't know.
I mean, like 5 to maybe a 10x rowass was
considered okay, but it's probably not
considered the best. So, I just want to
give you guys like a cookie cutter
process that is probably above average
in terms of performance, but I also want
you guys to know that you guys all have
your own internal and successful
marketing mix. So, you guys should do
whatever the heck you want there. Just
map out the process ahead of time and
follow the series of steps that I'm
going to show you to convert this into,
you know, something that is replicable
because the first thing is we need to
find a bunch of high performing ad
formats and then save them as templates.
And so, ideally, you know, in your
company, you would already have high
performing ad formats. Okay? Okay, so
you'd actually already have a bunch of
things that are very good. They've
worked before. You have high rorowass,
high uh I don't know, LTV to CAC ratios.
You know, you'd already have a bunch of
these. We don't. So, I'm just going to
go and I'm going to find a bunch. And I
don't know what the performance of these
are, but you know, I need to basically
show you guys the process of getting
data into the system. So, bear with me.
What I'll do is I'm just going to open
up like Facebook ads library, and then
I'm just going to look through a bunch
of ads that people are running for a
variety of products. So, I'm in Canada,
which is why it says that I don't want
to stay in Canada, so I'm just going to
go all. And then I'm also going to go
all over here. Uh, we don't really care
about the political ads, so we're just
going to avoid those. Uh, I don't know.
Keyword. I'm just going to do um let's
see. Looks like I searched out Stripe,
Maker School, Maker School, Survive,
Nick Surive. That's kind of funny. Um, I
I I like Stripe. Why don't we take a
look at how Stripe is running their ads?
Maybe show you guys a cool pipeline to
do some poaching. Um, okay, cool. And so
you can see that they actually have a
pretty solid format or a pretty solid
template set up already. Uh looks like
there's a variety of different languages
that they're advertising in. They're
doing things in French. They're doing
things in a variety of different ones.
But you can see that they have a pretty
straightforward format. It looks like
what they have is they have like a
highquality almost like gradient image
that fits their brand colors. They have
like their logo and then they have text
that's sort of placed just like this. Uh
make your you know company in America or
or whatever. my French ain't so good,
but something like that. Um, they also
have another format here where they have
like a cool gradient sort of background
and then they have simple text right
over here with a start now button. Looks
like they have some videos as well. If I
just play this without the audio, looks
like they have a very simple video.
Offer your customers your preferred way
to check out. Okay. And then they also
have a bunch of other languages as well
as well as people that are advertising
with Stripe. And so I actually did a
video with Stripe a while back. Um, I
don't know where that is, but anyway,
clearly it's not here. Uh but anyway,
this is a pretty good I think like first
step just to show you guys how to
automate really simple like image
creative like it's it's super
straightforward to automate this stuff.
So maybe we'll start with that and then
uh we'll get progressively more
complicated. That probably makes sense.
Okay, so we you know obviously need to
grab the ad itself. So how am I going to
do that? Well, I'm going to try um you
know opening this ad detail and just
seeing if I can get it as big as
possible and I can right here. Okay, and
you can see the images. This is an image
ad. That is basically I don't know if I
open up my little drawing tool. It's
basically this is the bounds of the
image, right? Uh probably up to about
here, then up here. And so this is sort
of what we need to feed into our model.
Um if I go to the next ad here, like
we'll just do why don't we do three to
start.
Um it looks like this is actually
opening this little JavaScript segment.
So why don't we actually go to Finder
and I'll just make a folder and I'll
start dumping all of them in now. And
I'm full screen, so I just got to unfull
here. Okay, we'll go downloads. I'm just
going to make a folder. And why don't I
call it um why don't I call it add
formats for claude. Okay. And what I'm
going to do is I'm just going to zoom in
because I want this creative to be as
high quality as possible. Obviously, it
can't get super perfectly high quality,
but we can get pretty close. And then
I'm just going to take a screenshot and
bump down to maybe here or so. This is
going to be an ad format that I'm going
to attempt to replicate. It's not going
to be perfect as mentioned, but uh we
will attempt to replicate it and then
spin it. Kind of do our own style. Okay.
And then next up, I want to see the
actual ads themselves. So, I'm just
going to click on this one here. And
then you can see, same idea. I'm going
to zoom way in. And it looks like this
one is specifically for mobile. So, it's
a little bit taller, but that's okay.
This should natively kind of figure out
that I am attempting to run a little bit
taller of an ad. Going to paste that in
as well. Why don't we do just one more
to start? and then we'll get more
complicated later on. Uh, we need a good
format. Yeah, there I am. We need a good
format. Create a link. Sell anywhere.
Okay, cool. I like this one. This is
pretty solid. I mean, these guys
obviously they crush it with ads.
They're um and they're they're really
really pretty, too, which I like. Then
why don't I take this little photo?
Okay. And then go back to my folder and
then stick that in there. Cool. So, you
would fill this with whatever your high
quality ad formats are. Um, you know, in
my case, I'm just I'm assuming that
Stripe is performing well with these
ads. I don't know for sure. Uh,
obviously, you don't want to make a
bunch of shitty ads, but the idea is
fill this with like the best formats
ever. And then we're just going to spin
these formats as much as humanly
possible. Uh, okay. So, once we're done
with that, we can go back to draw. And
I'm just going to pretend now that I'm
done with this. The next thing we need
to do is we need some sort of variable
angle to feed in. So, here's where, you
know, you need a bunch of information
about your business. So in my case, you
know, uh I'm running uh a couple of
different products. I'm running like a
um Claro, which is a software as a
service product. Uh Clarvo is basically
a dialer, which improves your ability to
connect and then have people on the
other end of the dial actually pick up.
Also automates the process of dialing.
So you can dial multiple people
simultaneously, call 10 people, and then
just have the one that actually picks up
routed to an agent. All of these minor
optimizations, it significantly improve
the total number of people you can dial
and the total number of connects you
get. Um, I also run a product called
Maker School. And Maker School is an AI
automation program that basically
guarantees you a customer in 90 days.
And so these are things that I can
market. And uh, you know, I always like
making courses where I'm marketing like
my own products because I know the most
about my own products and I can, you
know, actually talk about the benefits
therein and stuff. So why don't we try
doing some ads for Maker School? I like
that idea. Pretty straightforward and
pretty simple. Maybe I'll do Claro ads
later. Claro obviously being a software
as a service is going to be different
from like an e-commerce product that
people can hold in their hands, but
that's okay. Um, so what I'm going to do
next is I'm just going to voice dump a
bunch of stuff into a cloud and then I'm
going to have it come up with, you know,
niches, offers, and angles. And
actually, just to get ahead of things,
I'm also going to take a screenshot of
this picture right here. Okay. Then feed
that directly into Claude. So what I'm
going to do here is I'm going to see if
I can clear this. So we're back to a
base conversation. I'm going to paste
this in. And then I'm going to press
this little voice transcript button and
then just talk. So I'm going to press
and hold to record.
[gasps]
Hey, my goal is to create a creative
pipeline skill. Before we create a
skill, I'm going to prompt with you back
and forth to determine how best to
structure the skill and then uh you know
eventually arrive at a set of
highquality outputs that we like. So
here's the situation. Um I have a bunch
of ads in a folder called ad formats
that I'm going to feed you. What I want
you to do is I want you to apply a bunch
of information about Maker School, which
is my AI automation program that helps
people get their first client in 90 days
or their money back for a service that
sells artificial intelligence or is
enabled by artificial intelligence. You
can think of this as like systems that
help create ads, the very system that
I'm getting you to make, uh, for
instance. So, the way Maker School works
is people will come in and then I will
coach them day by day in order to help
them get their first client. They also
watch a bunch of videos on a daily
basis, uh, usually three to four videos
where I actually show people how to do
the thing that they're supposed to do
that day. So, I don't know, setting up
their cold email boxes. I'll actually
record a video walking them through that
whole process and then it's their turn
to do it. Uh, it's also a big community.
We give a bunch of discounts and free
resources, around $21,000 in discounts
at the time of signing up. And uh yeah,
if you need any more information from me
to, you know, produce niches, offers,
angles, and that sort of thing, just let
me know. My goal is I want to recreate
the ads that um are in the ad formats
library. So, I'm just going to send all
of that to you and then I'd like you to
take that information and then use it to
scaffold out virtually the exact same
ads. Um I know that it's not going to be
perfect to start because we're going to
do so procedurally, but u we're going to
go back and forth until we get like the
highest quality um ad version or variant
as possible. Um, last thing is we can't
just use, you know, Stripe's logo or
whatever company's logo that we're
feeding in as an ad format inspo. So,
uh, because this is a demo, I just went
and I found like a random set of ads.
I'm not using my own ads. Uh, so we're
going to need to replace that with Maker
School. But aside from that, I want very
similar styled ads. I want them to look
quite similar. Um, we just need to
change sort of the image up at the top.
Instead of the stripe gradient, I want
something different. And then we'll turn
this into a repeatable engine to
generate dozens if not hundreds of these
ads uh very quickly. Okay. And then what
I'm going to do is I'm actually going to
go and feed in this folder too. If you
guys remember, you have the ability to
feed in a folder. So now I've given it
the folder. I've also given it a big
prompt. And at the very end of it, I've
also given it an image. And hopefully
you guys can see I'm just talking to
this thing. Right? So what it's doing is
uh you know it just did some thinking.
It's now found the screenshots. It's
actually going to take a look at them.
And uh we'll go through and see sort of
where we land. Okay, so it's breaking
down the pattern. Bright abstract
gradient, wave graphic, bold short
benefit driven headline, tiny wordmark
logo, single CTA button or text, high
contrast, very buildable. Answering my
question for free, do you have an actual
Maker School logo file or wordark I
should use or should I type set Maker
School in a clean senset
here? And I'll say yes, type set for
niches. Okay, what I'm going to do is
continue answering these questions.
Yeah, in general it's people that want
to quit their nineto-5, freelancer
agency owners that want to add AI
services, uh, and a lot of marketers and
ex-corporate professionals. So, just
create a bunch of different niche sets
based off of this this audience, and uh,
we'll vary them. The whole idea is
you're going to help me generate way
more ad variants than I could ever
possibly do myself, and then I'm just
going to select the ones that work. uh
for offers, 90-day money back guarantee
to land a first client, $21,000 in
bundle discounts and resources on sign
up, and then also include the fact that
I'm there. Like, I actually show up in
the community every day and respond to
almost 100% of every post. Cool. So, now
I'm, you know, giving it a bunch of
information about that. And now it's
actually going through and building a
template spec. Now, you guys should know
that Claude does not have an inherent
ability to generate images. So, what
we're doing this time is we're actually
just building out a a series of
templates. Okay. And these templates are
basically rules that allow Claude to
generate um these things on demand using
very cheap old school image processing
platforms like image magic and stuff
like that. So, these aren't going to be
like the highest quality things right
off the bat. We're going to have to
massage them a little bit. But, the idea
is at the end of it, we're going to have
a pretty repeatable template and then
anytime we want to come up with a
different ad, boom, we're just going to
like say, "Hey, you know, come up with
400 ads." And it'll do. So the benefit
to that as well is it's very cheap. You
know there are image generation
platforms out there which I am going to
show you guys how to do after this. Um
but these image generation platforms
also cost a fair amount of money. Uh if
it costs me $2 let's say to generate an
ad and I want to generate a 100 of
those. That's $200 every time. And while
$200 every time for something that is a
top offunnel growth lever like ads might
not make that much difference to like a
$10,000 a day business. You know it's a
fair amount I think for most people that
are probably watching this. And yeah, I
wanted to make sure that it was about as
accessible as humanly possible. Okay, so
what it's doing is it's actually
generating an HTML template to show me
what the ads are going to look like. Um,
and then, you know, after this is done
in presumably another 20 seconds or so,
I'll show you guys the results. Okay.
And so it's actually come up with an
example here, and it's done so
underneath test stacked.png. And you can
see that it did an okay job. I mean, you
know, it came up with its own gradient
here, which I think we're going to have
to significantly improve. Um, but you
know, it did kind of space out the font.
Well, it does have a little start now
button. Um, I would say we're just
losing a couple things on the spacing.
Um, you can also see there's this little
stacked overlay where we have a much
smoother gradient down here with a
similar sort of card. And, uh, yeah, you
know, this isn't perfect, but it's going
to be pretty clean. So, what I'm going
to do next is I'm just going to give it
a bunch of feedback on this and see how
well it did. I'm also going to have it
generate me a web page that I can very
quickly use to uh, make changes and
alter things. So, first thing I'm going
to do is I'm just going to hold command
D because that's how you record.
Hey, this is an okay job. I thought we
got maybe 70% of the way there, but we
do need to significantly improve the
design and make it much closer to the
initial stripe one that I showed you
guys. Um, so we do need to push the CSS
further with a variety of different
gradient styles. Um, we could actually
generate high quality gradient
background images as well. Uh, and then,
you know, do a bunch of flips and stuff
like that. I'll show you or I will use
an image model later. For now, I want to
do things entirely procedurally. I also
think the text spacing is a little bit
off and uh yeah, I just want to
significantly improve the quality of
this first. So, in order to do so, could
you create me a web page that I could
use to adjust various sliders to change
things until the settings are exactly
how I want them to be? Uh, think about
it as like me placing something on a on
a page, let's say. Uh, build me the
ability to, I don't know, change the
font width and the different styles and
and and where they're placed on the page
and so on and so forth. Um, after we're
done, we'll save those and make those
concrete. And then once they're
concrete, then we can spin, you know,
hundreds if not thousands of these um
to, you know, generate a bunch of ads.
You see it's now actually building an
SVG filter pipeline to try and reproduce
what we're seeing here, uh, which is
some sort of smooth meshed design that
obviously Stripe used their own internal
image model or something like that to
generate. So, we're going to try doing
this procedurally and programmatically
just to save a bunch of time and energy
and money. Okay. And now we have a
clawed browser, which it's going to open
just to allow me to actually tune the
ads. So, it just opened it over here on
the right hand side as you guys could
see. It doesn't look like I'm actually
capable of seeing one of these ads just
yet. So, I think it's probably going to
have to do a little bit more work to
tighten that up. Now, one thing you'll
find when you just have Claude start a
task and then, you know, give you the
results is it'll self-manage a lot of
errors and debugs. In the past, this
didn't happen. In the past, you
typically had to do a lot of this
debugging yourself. But you'll see that
it's just passing its own outputs back
in as an input to the next step and then
progressively getting closer and closer
to what it is that you want. Um, we're
also coming up on like 3 minutes here.
Uh, there are a lot of prompts that I
run that now genuinely take somewhere
between 15 to 20 minutes. And so I will
fire off a task by dumping in a bunch of
my demands and want and then I'll just
step away or, you know, I'll work on
something else. Or what I'll do is I'll
just spawn a bunch of these. And then
eventually this little icon here will go
from gray to yellow. And the second that
it's yellow, I know that I, you know,
it's done and I need to come back in and
actually check in with it. I think
sometimes that also turns green. We can
actually see the filter debug right
here. It's actually coming up with a
variety of different filters. Um, I
think what we could do is we could
probably just apply noise to this, some
sort of procedural noise. That would
probably look even better. Uh, that's
fairly easy to do. And yeah, as you can
see, it's even figuring out like the
streaks, which is neat. So, it'll just
do this hundreds, maybe thousands of
times until it comes up with something
that looks pretty clean. And then once
we're done, we'll actually be able to
generate those demand uh those ads on
demand. And keep in mind, um if anybody
from Stripe is watching this, I'm more
than happy to build you guys procedural
ad generators in 5 minutes. But you
could also ask literally anybody that's
watched one of my courses, and I'm sure
they'd be able to do the same. Not
exactly rocket science. And as you can
see, we're getting much closer to that.
We now just have to deal with a couple
of little spacing issues. So, I'm
actually going to jump into the ad tuner
and do that myself. Okay. And it just
opened it for me. Um, looks like we can
land your first AI client in 90 days.
Looks like we can also change the angle
of the gradient applied to this, which
is kind of neat. Um, I don't actually
need to do any of that cuz I'm I'm quite
satisfied. While it's working, I'm just
going to say add a bit of noise or the
ability to add it so I can test. And the
reason why I'm going to do that is
because I think noise just makes it a
lot cleaner. So, organic streak textures
and stuff like that. We can come up with
about as many of these as we want now,
which is nice. Streak win. That's kind
of cool. You know, it it looks like
stripe. It looks like stripe. It's
obviously pretty sexy. Okay. So, I'm
just going to change the word mark a
little bit. Um why don't we make the
size bigger? And then what we need to do
if think if you think about it is
actually change the spacing of some of
these because um it didn't it doesn't
really look like you know as clean I
would say. I don't know. I'm just
playing around with this a couple of
different ways but yeah I think we
should also change the line height a
little bit maybe. I don't know. Content
pad X. I don't exactly know how all of
this works but I'm just going to change
this around a little bit. Block gap. Oh
yeah. Yeah. I like that. I like that.
Cool. Awesome. And then I think what we
just need to do now is just I don't
know, maybe find a way to make the font
at Maker School just a tiny bit
different. Then we can just rip this
over and over and over again. Also
allows you to use plain text or a pill
button. That's kind of cool. CTA text is
kind of neat. Maybe I'll say join now
instead of start now. And then
maybe we'll do something like maker
school. Okay, great. So I really like
this. I'm actually just going to export
the settings which is right over here.
This will allow me then to copy and
paste it into Claude. Uh, and then I'm
just going to give it one final piece of
advice. I'll say,
"Okay, let's find a way to make the
Maker School logo more interesting."
Right now, it's uh I don't know why I'm
not using voice transcription here.
Just a little too spread out, aka the
letter spacing makes it look not as
professional. Um, but the fact that
we're using a default font also makes it
sort of bleed into the rest of the
design. So, come up with like 20
different fonts that I could use that
are all very high-end, new, and clean.
And you can see while I was doing that,
and this is something that you guys
should um do uh pretty often. While I
was doing that, it also allowed me to
adjust the grain. So, it came up with a
new way basically of doing this. So, I
can now change the grain. It's a little
bit difficult to see here, but if I
change some of the colors just to maybe
I don't know, let's see here. Maybe
instead of white, I want it to be kind
of like reddish or something. Maybe
pinkish. Um, you guys could see that I'm
now adding a little bit of grain. I can
also change the size of the grain. Maybe
I'll make it a little bit smaller like
this. Then I'll just make it just pop
out a tad. And we can even change what's
called the seed here. Maybe we'll do
soft light. I don't know. Multiply.
Multiply would look a little too strong,
I think. So, we'll stick with overlay.
and then maybe do some color RGB static.
Cool. So, I I really like this. I mean,
I don't know if you guys could tell, but
it just adds a tiny bit of additional
finesse to it. Um, and then, you know,
I'm just going to wait until it finishes
with this, and then we can actually
generate a thousand. It's also added um
the ability to use radial bursts, which
is kind of neat. So, you can even see
like I don't know, you could add the
gradient right over here or something
like that. Um, which probably spices it
up even more. Still, I think I'm going
to keep it simple with just linear. And
then I can just like adjust the colors
and stuff like that as they will. Uh,
nothing super special. Looks like we
also now have the ability to change the
fonts. So, this is what I wanted the
first time. I think they tend to use
inter for everything. So, I would I
would just want mine to look a little
bit different. Basically, we need to do
is we just need to wait for this to
stand out so it doesn't look like, you
know, the rest of this. Um, I don't
know. Man rope. Man's such a funny name
for a Who comes up with that? Maybe
we'll do this. I would say change the
letter spacing so it's tight. I don't
know. Could be distinctive. Sora, that's
a little too big. Bricklage grotesque. I
actually really like Red Hat display. I
think that's probably the best we could
get here. So, I'm actually just going to
make it a tiny bit smaller. Maybe I'll
add a period at the end of it. Okay.
Land your first client in 90 days or
it's free. So, we'll just change the
letter spacing a little bit. Make it
nice and tight. And then now I'm just
going to zoom out. And h maybe I'll
actually just make everything just a tad
bigger. You know, one of my friends once
told me that literally like one of the
biggest problems with ads is people just
can't see them. Okay, zooming out now.
You know, people looking at it on their
phones. Maybe we'll do even a tiny bit
bigger. Cool. That looks pretty nice to
me. I like this. Um, cool. So, what I'm
going to do now is just export this as
JSON. Copy. And then go back here and
I'll say, "Great. I really like this.
Now that we've created a format that
looks pretty good, uh, I want you to
apply these settings and then I just
want you to generate like 50 different
ads for me. uh all with different CTAs,
all with different looks and and so on
and so forth. What I'll do is I'll just
pick the best ones. Then I want you to
turn this into an artifact and a
reusable resource. So anybody on my team
can just quickly jump in and then
generate these ads at scale. Uh
eventually we'll scale it up and then
make it a little bit different where uh
you know, we have the ability to change
which ads we want to generate as well.
But yeah, for now this is this is pretty
good. First generate me 50 so I can
quickly look through and then pick and
then do work on generating the artifact
afterwards.
Cool. So, as you guys can see, we are
slowly alleviating bottlenecks and we're
making an internal tool to build these
sorts of artifacts in just a few
minutes. Um, really hasn't taken me that
long to do. I'm just going to cut to,
you know, when we actually have it. And,
uh, yeah, let's take a look. Now, under
the hood, what it's doing is it's
actually creating a script to do it for
us. Like, we've, um, used intelligence,
okay, this really flexible sort of
intelligence to, you know, create a
script that is now multiplying and
iterating through all the different
procedural things we could do. Um, so
you know, I hope you guys know like what
this has done is it's actually gone
through and then already generated all
of these things. It's now just going to
iterate through all of them. So we can
take a look at what that looks like um
now because it's gone through and done
it. And I'm just going to take a look at
it now. Cool. Taking a look here. You
can see we've now generated uh something
like 50 in total. It's even then kind of
given me some information on the angles
and stuff like that. So land your first
AI client 90 days or it's free. Add AI
services. Get 21k in tools free. I'm in
your inbox every day until you land a
client. Your first day a client
guaranteed in 90 days. I like this one.
Sounds pretty cool. So, you know, I
could just note like I want to keep four
for instance. Daily coaching day one 05.
Okay. So, we're starting to get a little
bit more impressive here with the
various gradients and and looks and
stuff. Um, I am finding that we should
probably vary like I think we should
vary the angle of whatever is going on.
So, we're not doing that right now. Um,
I think it's probably just not actually
doing this with uh I don't know its
settings. Like it's not actually varying
the angle. So, I'm just going to go
back. Going to hold command D. This
looks great. You should also be varying
the angle of that cool background
gradient thing so that it doesn't all
look vertical. Right now, the vast
majority of it looks vertical. Also,
ideally, we'd have a quick and easy way
for me just to select all the winners
and then download them, too. So,
hopefully that gives it some more
context. Um, but yeah, I mean, it did
did a pretty good job. Okay, so what
have we done now? We've basically built
like a procedural ad generator just
based off of a scooped template if you
think about it. Um, and you know, the
idea is not that you just build systems
that scoop other people's templates and
then just like duplicate the hell out of
them. Obviously, the idea is that you
get inspired by winning performers um
either that your own team has created or
that you have run in the past that do
quite well and then you kind of scoop
your own work, right? And then you just
generate variants of that really really
quickly. You know, I think these
variants are pretty neat, but obviously
there's only so much we could do with
procedural looks, right? We can only do
so many things just by varying uh I
don't know, changing little procedural
variables in the background with color
and angle and stuff like that. Even if
we fixed the angle and we made that look
a little bit better. Obviously, there's
only so much we could do. Uh so what I
want to do next is I want to take this
from a like procedural image generator
and then I want to turn it into an AI
based image generator flow where instead
of us just using um you know like this
sort of gradient background or whatever
we're actually using an AI model to
generate imagery and maybe we combine it
with our procedural generator to get the
best of both worlds and also keep cost
pretty low. And then after that, what I
want to do is show you guys how you guys
could go one step further and you could
make video ads with, you know, AI. Have
AI orchestrate all of that. And then,
um, now, you know, your creative, while
still costing money, does not cost, I
don't know, let's say $500 per video ad
that you're testing. Maybe you can get
it down to $2 per video ad that you're
testing. In doing so, test 10x as many,
100x as many video ads and then have the
market actually tell you which ones are
the best. Because I find in general that
tends to be the approach these days. You
don't really just want um you know to
like spend a bunch of time and energy on
your opinionated idea about what
performs the best. You know the cost of
production is now so cheap as you guys
could see here that it makes sense to
build systems to produce a lot and then
just have the market actually select
things for you. Okay. But first I just
want to make sure that we do have a
repeatable process for this. Okay. And
now we have what looks to be um a
promptbased way of doing this. And what
we can do now is we can also select
maybe the ones that we like. Obviously
I'm just doing this with like two
formats. Imagine if you had 50 and
afterwards it'll actually download them
all onto your computer. So, for
instance, I've now downloaded all of
these which hopefully you guys could see
are now pretty straightforward and easy
to like I don't know upload to uh Google
uh Facebook ads or whatever ad library
manager that you were using. Um but I I
just want to turn this into a skill
really quick uh before we proceed with
the next step and then show you guys how
also to loop it. And then we can also
have like cloud routines do this for us
too. So, you know, now that we've
basically accomplished the um prompt
done, would you run me through the
skill? Well, first thing is if I go
maker school ads, you can actually see
it um now populating down here. So, no
longer do I need to manually do this.
You know what I can do is now next time
I can just write maker school uh ads.
But if we read the skill.md, this is the
file that it actually went ahead and
generated for us based off of my
conversation with it. So, you know, I
prompted it back and forth. I figured
out a prompt that works and then I said,
"Hey, I want you to consolidate this
into a skill, right?" So, it went
through and it did. So, generate stripe
style minimalistic ad creative with an
organic gradient header and bold
headline plus CTA for Maker School,
Nick's AI automation and coaching
program. Use this whenever anyone asks
to create ad creative, add variants, add
copy with visuals, or run a creative
pipeline or ad batch. And you can see
that, you know, we have a bunch of
layers to this. We even have the scripts
involved and so on and so forth. So,
it'll go through and generate copy. You
know, it it's doing quite a bit here.
What we've done is we basically taken
our whole prompt, which was a series of
distributed messages, and we've codified
it as a instruction set that we can now
feed in and just have it generate over
and over and over again. You know, for
instance, what I could do is I could
actually just open up a new chat, one
that has no context, run maker school
ads, and now, you know, this model is
now going to run based off of this
entire long strip. So, you know, this
has zero context of our prior
conversation, right? And now it's
asking, what do you want to do? Generate
a single ad, run a batch, adjust the
visual profile? Um, no. I want to run
let's Gen 10 ads and then I don't know
maybe instead of maker school ads I want
to do this for another product but do it
for Clarvo. My startup is clarvo.io.
Once done send me contact sheet. So now
for instance what I've done is and it's
asking me about Clarvo. I'll say
research it claro.io.
Um I'm going to have it research
clarvo.io for me. So, it's going to go
find a bunch of information about my
dialer and stuff like that. And now I
can actually spin this and I can use the
skill regardless of whatever, you know,
product I'm selling. It can go and it
can find that information for me, apply
it to the skill, and then it can spin
it, mutate it in a variety of different
ways. So, what it's going to do now is
it's actually going to generate a bunch
of its own, gone through and just ran
all of the different ways you could
pitch things. And now I even have a
contact sheet, uh, which I'm going to
open the folder of, and then double
click on to show you guys. So now, you
know, I've done this, but I've done it
for a different software platform
entirely. How cool is that? Uh, and the
reason why is because I have that
reusable instruction set that I can
change very slightly. So this one's
cool. Dial leads in seconds. Hit 85%
pickup rates. See how you paid for the
lead. Talk to them. Start now. Call
every lead while they're still warm. Get
started. I mean, these are all pretty
cool. Um, so you know, based off
whatever background gradient I have, you
guys could see how you could extend
this.
How do I turn this from a skill, which
is that instruction instruction set that
is reusable, into a loop? Well, I mean,
this situation is a little bit different
because we've already built in like an
ad format, uh, for instance. And, you
know, that obviously required some
manual work, but hopefully you could see
if instead of this set of two ad formats
that were duplicating, we had 500 ad
formats that were duplicating, we could
genuinely create some novel things on a
daily basis. maybe once every morning,
you know, I would come in here and
because we're spinning 500 different ad
variants times, I don't know, 10
different brands times 10 different
formats, 10 different niches or
whatever, every time I come in here, you
know, I can choose from like one of like
50,000 options. Maybe every morning we
could generate, you know, a big batch of
them and then have some creative
specialist that just goes through, finds
the best ones, and then sends them off
to the media buy team. Um, that's
actually fairly easy to do. So, what
I'll do now is I'm going to go back to
my main chat, which is general coding
session, and I'll say, "This sounds
great. I want you to um put this on a
loop." The idea is we want to run this
every morning at 5:59 a.m. So that when
our creative specialist gets in at 6:00
a.m., they could take a look through the
ads and then identify and pick the
winning um combinations.
So now what we're going to do is we're
going to turn this skill into said loop.
It's going to run unattended every
morning and ask me for some scope size.
So batch size, why don't we do 20 copy
pool, we will generate new copy every
time. And you can see, you know, it's
also asking me questions here. I'm just
going to answer it manually because I
think that's easier. Output location
delivery. Um, we're going to generate
locally. And then old batches. Um, don't
clean up for now. Maybe later. Cool. So
now what we're doing is we're converting
this from that program that we've run
into a selfgenerating or running program
that does it all without me. Now in the
process of converting from a skill to a
loop, you know, some things will
probably have to change because we're no
longer here. If it needs to ask us some
questions about, hey, you know, how
should I generate the ads? Um, you know,
obviously I I I I'm not around to
actually like guide it at 5:59 a.m.
Well, knowing me, I probably am, but uh
we need to give it even more autonomy
than it already has. And so what we did
is rather than it using a bunch of fixed
like pieces of copy that it had created
and just ran through and iterated
through a script, now it'll actually
pass through itself every time when it
runs. So it'll actually basically say
like, "Hey, here are all the ads that
we've generated so far. You I want you
to make this one different." and it's
going to come through and then make
something new, something timebased so
that it actually runs and varies on a
day-to-day basis. So, it's done a little
bit of testing and now it's going to do
a real batch render to show me how it
works before actually instituting it on
my computer uh via a platform called
cron which you know actually goes
through and then makes it happen. Here
it's setting up the daily automation.
First, it's going to check a scheduling
skill because cloud actually has a
built-in skill called schedule which
outlines how to do all of this. And now
it's going to actually run this. Okay,
now it's asking me some final
confirmation info like does this run
every day or does it do it, you know,
Monday to Friday instead. Um, just gave
it that information and now it looks
like it's good to go. It's going to run
tomorrow morning at 559. Uh, just cuz
right now we're already at 8:52. But as
we know that is not enough, right? We
went from prompts to skills, skills to
loops, and now we need to go from loops
to routines. The major difference
between loops and routines being that
just because this thing runs at 5:59
a.m., it's still doing so on my
computer, meaning I'd need to have like
an office computer, you know, uh, at my
HQ that somebody signs into every day.
That's kind of a pain in the ass. Rather
than doing that, what I want to do now
is convert this into basically a
cloud-based skill that runs autonomously
on a schedule and then dumps the
information not into a local folder on
my computer, but some company accessible
folder that anybody in my company can
use. The question is obviously, how the
heck do I do that? You know, everything
up until now has been done entirely
locally on my computer, and now I'm
considering giving it access to
something else. Well, like most things
in life, you can just talk to Claude
about it.
Hey, now that I have done the prompt to
skill and skill to loop step, what I
want to do is convert this from a loop
into a Claude routine. My idea here is
rather than generate these locally at
559, what I want to do is generate these
in a Google Drive folder and then make
that Google Drive folder accessible so
that anybody that has the link can look
at it. I'm then just going to give the
link to a couple of team members so that
when they come in at 6 a.m. they'll all
have access to the exact same ad pool.
Uh, walk me through how to do this step
by step and then set it up for me. Um, I
know we'll have to give some access to
some platforms. That's totally okay.
Okay, cool. Now that it has everything
that it needs, we're going to convert
this again up to uh the highest quality
version of this, which is the
architecture shift. Obviously, since I'm
doing this, it's saying, "Hey, okay, we
should probably kill the local one that
we're doing and then turn it into
something on the internet. Um, does that
sound okay with you? How should we do
it?" Well, now what I'm going to do is
because we're on cloud, I need to figure
out the time zone. It's also going to
ask about GitHub repos. So, what I'm
going to do is I will create a new
GitHub repo. um that for people that
don't know is just like an online place
to put code so that code can run without
my involvement. What should we do? New
dated subfolder and uh you know anything
else here it's asking about like some
routine information on one time setup
and so on. So I need to give it some
information in my Google Drive. I'm
going to start with a private GitHub
repo. I'm actually already authenticated
but if I was not authenticated it would
ask me to sign in. Uh as you guys could
see it's not very big ask. It would just
basically say hey do you want to sign
in? I'd then click yes, sign in, and
then I'd be in. Uh, if you don't have an
account, it would then prompt you to
create an account, which is fairly
straightforward, not that big of a deal.
The cool thing is Cloud will just walk
you through most of this now, assuming
that you um have a clear defined step.
Uh, this is now finding the Clarvo
branded variant of the pipeline that I
created before in Maker School ads
conversation. So, it's just kind of
removing that.
And now, it's asking me some questions.
Yeah, I did this earlier. Not a big
deal. can remove. Eventually, it'll ask
me about Google Drive. So, what I'm
going to do is open cloud.ai/customize
connectors in a browser, connect Google
Drive, authorize with the right Google
account, and then come back here. Um, so
in order to do that, I'm just going to
go to the top right hand corner, go
settings, and underneath connectors,
which is all the way down at the bottom.
If you guys remember, I'm now going to
connect to my Google Drive. So, just
click that button. It'll now say, "Hey,
can we connect?" So, it'll then open up
a browser. I'm then going to give it
access to my Google. I'll just say use
all uh for now. Okay, now we can go
back. So, we should be good. It says
connected to Google Drive. So, I'm going
to go back here and I'll say connected.
And it should actually be able to set up
the list and then create the folder.
Cool. And it's gone through and actually
added that information. And we now even
have a folder called Maker School Ads,
which I can click and open right over
here. Uh worth noting we don't have
information in there yet. The reason why
is because it's saying the connector
can't change sharing settings. So you
might have to do this once and uh that's
fine. Uh so I'm just going to go to the
top right hand corner, go to share,
click share, and then change this to
anyone with the link can now view the
ads. So now I'm going to go back here
and then I'll say good to go. So now
team members will have access to this
folder cuz I'm just going to share it,
you know, within my company or whatever.
And then it'll actually build the
routine that generates the batch. And
the last thing we need to do is just
give it access to the Google Drive
itself. Um, and I say Google Drive
itself, not as we haven't already done
that because we have done that, but
we've done that locally. If you think
about it, what it needs to do is it now
needs to connect Google Drive in the
cloud routine instead of here. And it
looks like it also connected the Google
Drive connector too, which means we now
have the routine created. It even kicked
off a test run. It's going to check on
the status um you know sort of as time
goes on. If you go back to routines in
the top lefthand corner you'll see that
we now actually have maker school daily
ad batch. So I'm going to give that
button a quick click and it's actually
testing it right now which is why the
status is still paused. So as you guys
can see very similar um to the skill.
It's just sort of done almost in like
this I don't know cloud way. Generate
today's maker school ad badge and upload
it to Google Drive context. This repo is
a stripe style ad creative generator for
Maker School. It is a tuned visual
profile and a batch script that
generates ads with procedurally varied
copy each run. Okay, there's a bunch of
instructions down here where it runs it
through how to do the thing. We then
have cloud code remote Google Drive as
connectors. Then we even have the GitHub
repository which again is just like a
it's like a Google Drive but for code
and that allows it to do things. You can
see that we've actually started running
it. If I click on that run button at the
background, it there's literally like a
cloud chat going on with Claude. So,
it's doing all of the work, but it's
just not doing it on my computer. This
is now in the cloud. And anytime you see
this little cloud logo, you know that
it's not occurring on your computer,
which means that it also just doesn't
depend on you. So, it's going through
this whole process right now. And uh,
you know, I'll check back in a minute to
confirm that the routine is done. And
once it's done, we can move on. Gone
through and generated the ad
successfully. Now, it's just going to
verify the output directory contents
before uploading it to the Google Drive.
So, it's creating a dated subfolder in
Google Drive, which I'm going to take a
look at right now. Show you guys what's
going on. You can see it's now created
that. Okay. Now, if I double click on
this, it's in the process of uploading
the ads. So, we'll see them pop up as um
you know, the advertisements get
uploaded. Obviously, these are images,
so they'll take a little bit of time.
Okay. And you can see the ads are
starting to populate. Now, if I give
this one a click, we got some good Maker
School ads. Uh same ones that we were
looking at before. So, nothing super
special or crazy here, but hopefully you
guys see how easy it is to build even
like a simple procedural ad generator
using the the systems that I I talked
about. Okay, what I want to do next is I
want to show you guys how to go from
developing really straightforward um
kind of simple image ads to using AI to
generate some of the images. Then, after
we've generated these images with AI,
what I want to do is I want to go to
video generation. And you know, as
mentioned, none of these are going to
like knock your socks off. you guys are
probably going to be better at PPC than
I am if you guys are established
marketers that have been working on your
own companies. Um, but you know, we can
get pretty far with with where we're at
and I'm going to run you guys through
all of that now. Okay. So, how are we
going to do this in practice? Well,
first I just want to make it really
clear what we've done so far. This is a
Claude logo in case you guys didn't
know. U basically what we've done so far
is we have one had Claude,
you know, generate I'm just going to
handr write here so I'm a little bit
faster. um our assets.
And for those of you guys that don't
know, Claude doesn't actually have any
image or or video generation built in.
What we're doing is we're actually
having Claude generate our assets by
using kind of compositing tools. So, for
instance, um there are variety of
different tools that allow us to, you
know, make things on the internet. One
of them, for instance, might be, I don't
know, Photoshop, right? Another that you
guys might be familiar with is Canva. I
don't know if we have any old heads in
the building, but uh I don't know. How
about Microsoft Paint?
Well, what we had Claude do in that last
example is we basically had Claude
drive, you know, these tools or
equivalents of these tools in order to
generate um you know, our assets. And so
Claude literally baked in a set of
instructions similar to how you know you
tweak your lighting and your your
settings in Photoshop or whatever. And
then it just controlled or steered these
until eventually we got, you know, a
bunch of outputs, which is what we
wanted. And so that is how we got those
cool stripe images. It literally like
locked in and hardcoded. Every single
pixel on the page, right? Every single,
you know, part of the the headline and
the text and stuff like that was just
hardcoded. And this is cool obviously,
but, you know, we can't really extend
far past that. um you know obviously we
can do okay things but they're going to
be procedurally generated at the end of
the uh day and you know they're just not
always going to be of the best quality.
So, what we're going to do instead is
we're going to go from this sort of
like, you know, version one with really
simple ads, which you guys can obviously
do and I've done this and it works quite
well instead to um kind of version
number two where instead of claw
generating our assets, okay, what's
happening is we're using direct
image
and video models
steered by Claude
just like we were steering our Photoshop
and our canvas and our Microsoft Paints.
Turns out we can have Claude steer
direct image and video models too and
you can do a pretty good job. But
there's a big difference between you
know uh Photoshop let's say which is a
compositing tool and then um you know
something like I'm just going to say GPT
Image 2. For those of you guys that
don't know you know Photoshop composits
a bunch of different elements. You kind
of control them. GPT image 2 literally
produces the pixels on the page
directly. Like when you prompt a GPT
image 2, you are legitimately turning
your text into an array of pixels on the
screen. Likewise, um you know there's
also a bunch of video models out there,
right? So I don't know how many people
here do video editing, but I mean I do.
So Premiere Pro is my chosen tool of
choice. Well, that is again a
compositing tool for video. It's a video
compositing tool. That's pretty
different from like one of these next
generation video gen models like you
know Cance 2. I'm just going to say N
here, but really I think the um model as
the time of this recording is like a
2.5.
And so like let me show you guys some
examples here. Um these are a bunch of
images that I generated in just one of
the many tools that uh is available to
me. This one's called Higsfield. And
what I had was I had to generate a bunch
of product photography. So product
photography of a frosted glass jar of
blue clay overnight face mask minimalist
label labeling reading midnight clay.
Sorry. And so this is actually just like
every single pixel on this page has
actively been generated by an artificial
intelligence. So that little like glint
here, you know, the shadows, everything
like that. It's not like this was a drag
and drop sort of tool. Every single
pixel on this page was like
independently generated. And it's simply
because of the intelligence of the model
that this is capable of of occurring.
just been trained on a variety of stuff.
And you can see that idea extends to
virtually whatever sort of medium you
want. So, you know, it for some reason
flagged me when I tried generating
images of horses, maybe. [snorts]
Anyway, I'm going to talk about that.
Um, but uh, you know, you can see, you
know, I'm doing this for like painting
style stuff, for old school astrolabes.
I'm doing this for like jellyfish. I'm
doing this for cartoons. I'm doing this
for some futuristic building with
drones. I animated a bunch of videos of
a friend and I drinking coffee in Italy
uh just to send to him. That's a place
that I visited called Rio Major, by the
way. That's me making a mocha pot. No
idea why it made me look so feminine,
but hey, what are you going to do? Um so
yeah, all of these are just pixels that
are generated directly. And what we're
going to do is we're actually going to
have AI sort of drive the generation of
this stuff. And it doesn't just stop at,
you know, like image models. You can
also generate videos. And so for
instance, this video here is generated
by a model called Sea Dance 2.5, which
is pretty badass. Like here we have a
bunch of, you know, ships lying in
weight. Obviously, none of this is real,
so to speak. It's all a simulation. But
the video models are pretty cool because
it's actually like uh it's a world that
it is generating. It knows the rules of
physics and stuff like that. It knows
consistent characters, shadows,
lighting, how human beings look, and so
on. Um, the thing to know about, you
know, these sorts of direct image models
and video models is there's a much
higher likelihood that they're not going
to work the first time. So, with
compositing tools, okay, most of the
time once you build a template,
[sighs and gasps]
uh, compositing tools,
maybe you have like an 80% chance of it
being okay. And I don't mean okay here
as like this is perfect and I'm going to
choose it. just okay is like stuff is in
the right place. There's no weird
elements in the image. Uh the shadows
make sense. There's no odd motions. But
with direct, you know, gen tools, at
least right now, and I'd encourage you
guys probably to think about this even
later in the future, you have closer to
maybe a 25% chance. And um the idea here
is because of the comparative
differences, you know, you should use
compositing tools for simple stuff like
we did earlier and you should use direct
gen tools for more complicated stuff. In
addition, compositing tools are
virtually free because number one, you
get okay-ish outputs every single time
or almost every single time. And we're
also just controlling like procedural
software like programs, right? But with
direct gen tools, we are controlling
these mammoth intelligences. And so
compositing tools tend to be quite cheap
as well as accurate um for simple
things. And then direct gen tools uh can
actually be quite expensive. And it's
expensive both more expensive per gen,
but it's also more expensive because
it'll take an average of like four gens
before you get a good one, right? So I
would just keep all of this stuff in
mind as we proceed. This is not going to
be free. And realistically, what we're
going to do is we're going to generate
around four times the number of images
that we want because odds are a lot of
them are not going to be, you know, make
sense and whatever. Okay, so I just say
this to you guys because a lot of
creators will show like the one shot on
gens and they'll be like, "Oh, it's
perfect. You know, this is an amazing
video model. Changes everything or
whatever, but it doesn't really do
that." And uh it's good for us just to,
you know, dial our expectations back a
little bit and be more realistic.
Despite that, you can obviously do
incredible things. And uh I'm going to
show you guys a couple of really cool
examples uh right now. Okay, so the very
first thing we need to do if you think
about it, um, is we need to go and grab
our creative pipeline. And so, same
thing that we did last time, very, very
similar. We're going to save our best
performing ad formats as templates.
We're then going to feed in a variable,
which in my case, I'm just going to be
one of those product images that I
generated earlier. Then Claude is going
to generate a bunch of combinations of
all the different types of ways the
product can look within the confines of
the template.
Then we're going to pass it off to
nanobanana or GPT image 2. I think I'll
probably do GPT image 2 to start just
because um it's easier for me and I have
the API key. And then uh finally we'll
review pick and then you know ship just
like we did before. And the human is
still in the loop. We're still the
people that are ultimately making
decisions whether we're creative
director or whatever. Like we're going
to be the people that are in the
driver's seat. Okay. So how how do we do
that? Well, I'm going to go to the ad
library here. You can see I was kind of
peeping um another image, but uh what I
want really is I don't know. I just want
let's just say socks. I don't know. I
just want to like see static image ads
of socks. Why? Cuz I'm probably going to
try advertising some socks or it's like
some consumer product or something which
is fairly straightforward.
So, just zooming in here, what do we
got? We have uh it's an image of a belt.
Okay, that is literally an image of
socks. So you can see like Amazon's
doing a lot of these and Amazon has
quite the style. Uh they typically don't
like provide any text or anything like
that. So I just want some text cuz I
think it'll probably be a little bit
more representative. That is that is I
don't know that just does not seem like
a very good ad. This also doesn't seem
like a very good ad. So I don't really
want to use that as like my my template.
Let me find something nice. All right.
This looks pretty good. Nordic socks.
Right. So the logo of the company in the
middle and then we just have like a four
um sort of panels each that have their
own socks. So, I'm just going to go over
here and then see add details for one.
And then it looks like I can just open
image a new tab, I would hope, which now
gives me the ad. Cool. So, I'm just
going to save this. We'll just call it
socks one. Okay. And uh you know, this
time I just want to do a little bit more
than that. So, this is cool. It's Marvel
and then some other brand with kids
wearing a bunch of socks presumably. And
you know, if this is like some sock
company,
then I think as long as I have some
notorious business that I could like
claim affiliation with or something,
then that'd be okay. Maybe we have a new
line that's coming out or something. I
don't know, man. I definitely do not
sell socks if it's not clear.
[sighs and gasps] This is interesting.
Uh, it's like some dude putting the
socks on, moving around. Let me just see
if we could find another really good
one.
I like this one. Sock well feel better
in style with marino wool. Very similar
to what I am aiming for here. The only
issue is the sock images are pretty
difficult to see. Still, I think that's
going to be okay. It's just we're going
to have to like, you know, if I open
this in a new tab.
Yeah, like they're pretty small still.
I'm going to save it. I'll call it socks
3. Cool. And now that I have a bunch of
socks, and you know, these are kind of
my templates. What I'm going to want to
do is I'm going to open up Finder and
then I'm just going to grab all these.
And then what I want to do is I just
want to pump them into the same sort of
folder that we had before. And I have
one called ad formats for image
generator. So I'm just going to go up,
select these three. And then I don't
know why the images are so big here.
Let's just zoom out. It's a picture Jack
sent me for our podcast. You can see we
are we are really ramping up the podcast
here. the stacked podcast, anybody that
was wondering, is uh is my life's work
and I'd highly recommend you guys check
it out. Okay. Um and now we have
actually everything in the folder, which
is nice. Cool. Right. All right. So, now
that we've done this, okay, the next
logical step is we obviously need to
have Claude sort of steer and then
Okay, so now that we've done this, the
next logical step is we need to feed in
the variable. And in our case, the
variable is just going to be the
product. Um, I do recommend that you
guys have products. You know, if you
guys want to advertise something, you
should have something that is like very
visually distinct and it's a product.
So, I got a couple of products here.
One's called Cloud Socks. They're marino
wool sleep socks. Another one here is
called Linen Tails, which is a waffle
towel bath sheet. 100% organic linen.
You know, it's kind of cool, right? I
like the look of that. And uh what I
want to do is I basically want to take
my product and then I want to use that
proven format that is obviously known to
work really well. Assuming you're taking
it from your own company or something
like that, right? Um and then just
generate a bunch of variants. So the
first thing I'm going to do is I'm
actually just going to go to an image
generator directly and I'm just going to
verify that it can do the sorts of
things that I want it to do. And if it
can do the sorts of things that I want
it to do, great. Um that's fine. We can
move on. If it can't do the sort of
things that I want it to do, I'm happy
that I'm testing it at the beginning
because then I'll know, okay, I probably
shouldn't pursue this because even if
Claude prompted, I wouldn't be able to
do a good job because the model itself
just is insufficient for my task. So
that's typically how I treat these
things. And um as mentioned, the model I
want to do is called GPT image 2. Uh
it's a pretty cool model. You know, it
has a lot of I say highquality detail
orientedness to it. So you can actually
like write things. Um, the reason why
every single one of these uh has text in
it is because for a while images could
not be generated with text with most
image models. Um, now, you know, this
was like the first time that we had
coherent image gen uh with like a bunch
of different topics and stuff like that.
So, anyway, now I'm right over here and
what I want to do is I want to create an
image and we'll see if I could do this
with the free model. If not, I'll
actually have to go and uh pay a little
bit of money for it. But what I want to
do is I want to take my little finder
here. And I don't know, I like sockwell
as like a demo. So I'm going to feed
this in. Okay. And then I'm also going
to grab
this these cloud socks. Actually, maybe
we should do the lens. No. No. We'll do
the socks. Call these sock real. Okay.
They're totally real. I'm g feed this
in. Looks like I can't just because I
think the file type is a webp
technically. So I'm actually have to do
like webp. Let's do uh WEBP to PNG
converter. Kind of annoying to have to
do this step, but sometimes, you know,
as you are scraping and taking ads from
various parts of the internet, you'll
find that the um formats of the ads are
not what we want. So, [gasps] let me
just get a real PNG here. Okay, cool. We
do have it. I'm just going to go back
here and drag this up. Okay. Anyway, it
turns out that I cannot upload more than
one image in a free plan. So, I did have
to go to my business plan, which is kind
of unfortunate. uh just kind of how it
is. So, no major deal here. Uh let's put
that away. Um yeah, so what we need to
do is, you know, go and get a paid plan.
For those of you guys that didn't know,
ChatGpt has a variety of plans. My
recommendation for
um you know, pricing model here is I
would probably get at least as of the
time of this recording like the Go plan
or the plus plan. um you can't upload
more than one image with the free plan
and it'll also interfere with your
ability to communicate with the via API.
Uh any who so I went through and I got
the you know chatb plus plan and what
I'm going to do here is I'm going to
upload socks real okay which is that
real image of the socks and then I also
wanted to upload socks 3 which is um I
think not findable right now because I
hid it away. Cool. And I'm just going to
say, I want you to use the add format in
the second image, but apply the product
in the first image to it. I then want
you to add, you know, value props that
make sense for what the product is,
which is a light, fluffy cloud sock
that's cozy and helps you go to bed. You
don't need to do the exact same um
background or setting. I just want you
to apply the template in so far that you
know the main focus of the uh static ad
should be on enumerating the benefits of
the product in sort of that cute quirky
way. Uh also make sure the name of the
company is cloud socks. Then just going
to put it in. It's going to analyze both
of these images and then it's actually
going to try and generate for me. Okay.
And so here we have our cloud socks ad.
Softer, cozy, cloud-like, your new
bedtime essential. We have the ad itself
feels like a cloud. Lightweight warmth,
cozy bedtime comfort. Helps you wind
down. The actual image of the product
all rolled up. Looks like some of the
text is a little cut off there. I would
say this is actually like reasonably
good. It's not the best ad ever,
obviously. Okay, we've now generated
another one. And yeah, I mean, I'm I'm
pretty confident this is okay enough for
me to uh want to move forward with it.
You know, I think obviously the bottom
is kind of weird and not all of these
are perfect. Um, like for instance,
what's going on over here? How is she
grabbing this thing? And what exactly is
she wearing if her if her thumb is sort
of popping out underneath? So, there a
couple of idiosyncrasies, but it's not
terrible. And, uh, yeah, this is now
confirmed to me that I think we can move
forward. So, all this basically tells me
is that like this is feasible. You know,
we got an okay looking at. It's not
perfect, but it's it's okay. And I'm
sure you can imagine if we iterated over
that like 30 times, we had 30 different
variants all with different font tiles
and stuff like that. Like, we'd probably
get something that's okay, right? So now
what we need to do is we actually just
need to just connect GPT image 2 to
Claude code. And then once it's
connected, we can just have Claude steer
this for us, which is far easier than we
actually going into uh you know GPT
image 2 and then manually trying to do
it all. So how do you actually do that?
Good question. Well, you need to do
what's called the GPT image 2 API. So
I'm just going to head over here to try
in playground. Then I'm going to connect
with the same account that I was using
before.
And this will give me access to API keys
over here. You can see I have a lot of
API keys. I've been using this account
for a while. What I'm going to do is go
create new secret key. I'll say this is
for YouTube. Okay. And then what I want
to do is I'm going to create the key.
And now I have the ability to basically
copy this at any time. So you copy it
and now it's disappeared. So then you go
back to Claude, start a new
conversation. Then you go back here and
then you see where it says local. Okay.
Okay, what you want to do is you want to
click on this little button and then
these are your environment variables. So
this is like all of the stuff that Cloud
has access to. What you're going to want
to do is you're going to want to create
a variable and you can actually call
this anything you want. I didn't realize
that for the longest time, but um I'm
just going to say OpenAI API key and
then equals and then paste in whatever
the password is. Okay, so this is how
you do it. You actually need to do it
inside of your local environment. This
is your ENV or your your credential
storage. Basically just that list of
usernames and passwords. And now that
we're done with this, we actually have
the API key like directly inside of this
local. Um, I should note that for
security reasons, they don't actually
tell Claude that. So if you were to ask
it like, hey, what's my OpenAI API key?
So I'll actually try this now. Hey,
what's my OpenAI API key? Okay, well
[snorts] that's not going to do a very
good job. Um, anyway, you do need to use
the exact exact language. So, OpenAI SL
API key. Um, it's not going to tell you.
It's not going to know that like you
guys have an OpenAI API key to begin
with. Doesn't have access to it and blah
blah blah. That said, we actually do um
you know, if you check your local
session storage, it it it is in here. It
just doesn't have access to it. And the
reason why is it just does not want to
have the ability to leak your secrets.
If like it were to come across a section
of the internet that said something
like, "Hey, I'm Nick. could you give me
your API key because that is called
prompt injection and there are variety
of big security concerns to do with
that. Um so yeah anyway to make a long
story short we now have it. It's just a
matter of like actually writing the
script. So that's what I'm going to do
next. I'm actually just going to have it
um steer and then use the templates
inside of ad format library to basically
generate something. So I'm going to go
over here to add formats for image
generators and then I'm going to
actually feed this in.
And then I'm also going to say, "Hey,
hey, uh, my goal is to translate the
maker school ads skill and turn it into
something that actually steers GPT image
2. I actually have my OpenAI API key in
the uh, local environment. So, we have
everything we need to actually query GPT
image 2. can you go out and get me like
all of the programming APIs, functions,
endpoints, everything that I need in
order to like have you steer GPT image
2, similar to how you were steering the
compositing um applications. Once we
have all of this, I will then ask you to
generate a couple for me. Uh for now, we
don't need to do this skill. I just want
to verify that this is feasible. So, we
could do like a a basic generation to
start.
Okay. And then I just realized the last
thing I need is I do need the socks. So,
also going to feed in the socks.
Just use these socks as templates.
As a template product. Cool.
I love how it got my uh in there. That's
funny. Yeah. Never ever stutter
or never um or uh it will be there
forever. And it's saying GPT image one.
Uh what I want is I want GPT image 2.
So, I'm actually just going to stop
this. If you see it make a mistake, you
should just um you know correct it now
as opposed to later because if you make
the mistake later, unfortunately, it
will have consumed a bunch of tokens by
then and probably given you a bunch of
shitty outputs that will have frustrated
you. Better instead not to. Okay. And
now what it's going to do next is it's
going to read the API documentation,
which is just like the sort of
background programming
um SOP on like how to actually call the
API, how to actually generate an image
without the front-end um you know, user
interface. Okay. And now you will
eventually get some sort of notification
like this asking, hey, you know, can you
give me access to the directory. That's
fine. Now it's listing a bunch of files
in there. Just let this thing steer all
the way until the end. You can see it's
actually now running a live test image
edit, which was part of what I asked it
to do. Um, it looks like it's going to
be using the socks photo as an input
image. Okay, so this thing went nuts. It
generated five different variants as you
guys could see here. Maker School cloud
socks. Uh, that's sort of based off of
that, I guess, like Marvel Bombas one.
Same thing over here with the logo up
top. I I like this one personally. Um, I
mean, you know, I just gave it maker
school. Obviously, it's not actually
related or whatever, but yeah, I like
how it put it in that box and it it does
look quite clean. Same thing over here
with the product. And then same thing
over here with the product. I mean, the
products are a little bit different from
image to image and that's just because I
gave it a rolled up version of the
product. If you guys wanted to have a
lot more, you know, product adherence,
then you would actually just feed it
like a unrolled photo, maybe something
like this, and then it would actually be
able to get the curves and the folds and
stuff. But yeah, hopefully you guys see
like I, you know, we basically have an
image generator. However, um, the
probability that this will be exactly
what I'm looking for has gone way down
simply because it now has a lot more uh,
freedom and flexibility. And that, you
know, takes me to an important point,
which is that the more freedom and
flexibility that you give a model,
typically the more rope you're giving it
to hang itself. And that's good in many
ways because it's the freedom and the
flexibility of these models that
ultimately allow us to do cool things
with them. Stuff that you could not have
imagined doing just a few years ago with
a Photoshop. Um, but it's also the the
main downfall at least for business
because with business you tend to want
to have like very repeatable consistent
processes as talked about that you know
convert maybe a stranger into somebody
that actually has paid you money for a
product or service. Hard to do that when
you have total crazy pixel um variants
like this. you know, a photo that's on
like a linen cloth to one where both of
these are like hanging in the air. If
you think about it, like these are very,
very different pictures. The pixels are
all over the place, very very
fundamentally opposed. So, we, you know,
what we want to do is we actually want
to exert a little bit more top- down
focus. Um, we want it to be a little bit
clearer and closer to, you know, the the
sample image. Uh, we don't want to copy
the sample image, obviously, but we do,
you know, we want to we want to extract
the elements in the sample image that
make sense to vary and then the ones
that don't. And so what I'm going to do
is I'm actually going to talk to it and
ask it to do that.
Hey, I thought this was a pretty solid
job. However, I'm noticing wide variance
over the input image. For instance, it
looks to me like the crux of what you
regenerated was the logo uh rather the
two logos being opposed, Maker School
and Cloud Socks. And that's fine, but it
varies tremendously from that image ad
that I gave you as an example. I think a
better way of doing this would be you
digest the image ad, then identify a
bunch of different areas that we could
tweak things, sort of like levers to
pull, similar to the compositing
workflow. Then you template out a bunch
of changes and then we generate them
that way. However, we do need more
conformity with the main image. The idea
is we just want a template that we can
hot swap any product into and then be
approximately 80% sure that what comes
out is going to be okay. Okay, now I'm
going to feed that in. We're going to go
back and forth with the model until we
get something reasonable. And to be
clear, this is the prompting stage,
right? This is the whole idea. We are um
we're not automating this yet because we
don't have the process in place. If we
were to try and automate this like build
a skill essentially, we would not be
doing a very good job. Um now, what is
this doing? It's actually coming out
with the various things that it can
change. So, the first thing is somewhere
between 0 to 20% of the height, you
know, we want some sort of a logo band.
Okay. Then we need transition or
negative space. Okay, that's important.
Then we need uh the product band. Okay,
and then finally at the bottom we need
some other thing. So what this this is
doing now is it's actually logically
breaking down the template into its
components and then it's you know
actually going through and generating
the stuff. Now it's asking me what would
you do? Should I do a model plus some
sort of overlay? Um generally speaking
that's a bad idea because you are then
adding you know a procedural compositing
approach to an AI based generating pixel
by pixel approach. So, I'm actually just
going to use a pure prompt template
basically every time. And you can see it
even says I lean product option number
two since text and image is the single
biggest variant source and you already
have a proven compositing pipeline for
exactly that layer. Uh, I would agree
with that. And so, yeah, it's just going
to continue creating this stuff and uh
I'll take a look at its results
afterwards and then circle back. Okay,
looks like it has finished one and now
it is just waiting on the second. Both
are done. So, I'm going to get to look
at both of these images now. Let's take
a look here at these pictures, shall we?
Okay, you can see we're starting to get
a lot closer in conformity. Uh, mainly
we're now kind of comparing uh I think
the photo was like kids wearing
Spider-Man socks or something like that.
Now we have something that's a lot
closer to what it is that we wanted
initially. Now we have people basically
with their feet up wearing these socks
showing off how cozy they are, which is
kind of cool. Um, so this is more more
the idea. I didn't want just a bunch of
people doing whatever the hell they were
doing back over here, which looks to me
drinking coffee sort of solo because the
only real element that was taken was the
the logo in opposition. What we have now
is we have something a lot closer to
that initial, which is, you know, the
feet on a couch or something like that
comparing the two. Presumably, you know,
in advertising, this gets closer to the
core of what the product is about, which
is, you know, getting cozy with somebody
that you love or something, right?
That's the whole idea. Just doing a
little bit more tweaking here. Uh, we
got a reasonable looking variance. Uh,
this is more close to I think what I was
looking for, which is I just want to
take the product cloud socks and then
apply them to a template. Uh, it's not
one for one, but it's pretty good. And
what I like is we basically have like a
rainbow of different skin colors. Um, we
have really cute looking socks with our
logos and everything like that. Um, this
this looks good. It's like it really
took the horizontal idea, which is
valuable. So, I'm still iterating on the
generator, of course. Um, but you know,
the generator is getting pretty close to
where I want it to be. This is going to
take some back and forth no matter what
it is that you are doing. Hopefully you
guys see now just how much more variable
AI can be versus, let's say, a
compositing sort of flow. Cool. And now
we are building out the rest of the
generator, which is just ensuring that
this can work across the board. Um, this
one looks like it kind of put this in
tennis. I don't know if that's
necessarily the way to do things. We'll
see. Allight comfort and you're out
playing tennis. This one over here
though is basically exactly what we
wanted. We wanted some sort of like
collage based flow where we have like a
bunch of different things. So we can see
the texture of the sock. We can see a
couple of the socks laid out. And then
yeah, we have that other one. So what
I'm going to do now is I'm just going to
turn this from um this like built-in
flow here which is occurring locally to
a flow very similar to our HTML one
where you could actually like click on
the ones that you want. So that's what I
did right here. just gave it a prompt
with an abundance of ums and o's.
Basically saying, now that we have the
flow working inside of cloud code, turn
it into that HTML flow we had with the
little check boxes and the ability to
mark the ones that we want. Also,
instead of just generating three,
generate a lot more variants. So, uh,
kind of misunderstood me there, but
every variant should or each template
should generate at least five variants.
So, that means if we're going to do
three, we should have 15. And then we
should actually like feed very different
instructions into each so that you know
a taste person, some sort of creative
director can just select the winners. So
that's what we're doing. Um we're adding
a bunch of different like variation
pools per template so that we can adjust
uh the prompt that we're sending. Maybe
some of them will be warm, some of them
will be cool, some of them will be
inside, some of them will be outside.
But again, you know, we're just taking
that template and adhering to it quite a
bit. So you can imagine how for this
template we'd probably have four
distinct sections. This one here would
be some sort of feet arrayed
horizontally most likely. This one here
maybe would show it in action in some
way. Uh and then you know we just add as
many of these ad variant inspir
inspiration ads as humanly possible.
We're done generating 12 out of 15 of
the first batch. Okay, now we have our
own little generator very similar to
what we had before. It's like uh like
another mini app. And the idea behind
these mini apps of course is you know I
want to show you guys how to build cloud
codebased flows but the cool thing about
cloud code is you can use them to build
apps. And uh this could be a really cool
internal tool for team members obviously
based off of you offering the correct
formatted um you know ad initially.
Yeah, you can see how we have maker
school cloud socks. We have these sort
of brands uh opposed to each other. Now
all of them are slightly different in
their own way. We have a background
colors. We have people's different skin
colors. We have uh the socks themselves
that look a little bit different from
one to one. We have our little like ad
collage here. If this was a really high
performing template and we were just
like ripping that template, you can
imagine how we can just generate a
thousand of these really easily and
really straightforwardly. Uh none of
these are going to win any awards. I
think in the way that I've shown them
here or done them, but suffice to say,
you guys understand that I don't have
like really high performing ad templates
selling socks. You guys might for
whatever your own company is. So this is
how you would rip that format and then
really expand the top of funnel uh to be
able to select, you know, the the the
the best variants for you. So, you know,
this app allows you to very quickly and
easily scaffold out, let's say, 20 and
then you can just download selected. Um,
maybe you you fill your template folder
with like 500 ads or something and then
just consistently rip the best ones
until you get something that's nice. And
you can change adherence, too. I mean,
like in our case, we have it pretty
strongly adhering to the same look, but
we could also decrease that if we wanted
to add diversity. So, I don't know,
maybe instead of having these on like a
uh the top right hand corner every time,
maybe we just change it so that we can
actually experiment with maybe triple
collages instead of quadruples and so on
and so forth. All right, so where do we
go from here? Well, now we need to turn
it into a skill. This looks great. Um,
let's turn this into a skill. Looks like
I was voice transcribing without
realizing it. This into a skill now. Um,
the whole idea being that we're going to
go from prompt to skill, skill to loop,
and then loop to routine. Skill's just
about done. What I'm going to do while
this is um wrapping up is I'm also going
to turn it into a loop. So, I'm going to
press and hold this to record. Hey, now
that you've created the skill, I'd like
you to turn this into a loop. I want the
loop to fire at 5:59 a.m. every morning.
Very similar flow to our Maker School
ads flow. The idea is being uh we will
have a link by you here that anybody can
use to access a page that includes let's
say five renders per variant in the ad
format. Sorry, I don't know where I got
10 from. If we had 10 images, it' be
time five or 50 in total. Generate three
* 5 or 15 in total. Cool. And uh now
that it's, you know, running this on a
single image smoke test, I'm just going
to feed this in. Uh what happens when
you feed in something while it's working
on something else is it finishes this
thing before it starts this thing. So uh
you know, now that this is sort of in
the background here, it can start on the
other task. Basically, just fire that
off and it's now going to turn it into a
loop. So that's kind of neat. Um
obviously you could do the exact same
thing now again by telling it to turn it
into a routine once we've verified that
the loop works. Now for the routine we
have to go just one step further here.
Um the reason why is because we are now
going to be running a cloud environment
that includes an API key. We don't uh
currently have the ability to provide to
cloud. So uh if you go back to your API
keys here I'm just going to create a new
one just out of simplicity and so that
you know I forget I don't forget. This
is going to be routine API key inside of
GPT image. Just going to copy this. What
I'm going to do is I'm going to go back
to cloud, open up that routines tab, and
then um as you see, there's a local
routine, which is kind of a skill.
There's also a cloud routine, which is
kind of the one that we want. [gasps]
And what we need in order to make this
work is we need to set the environment
such that it includes our OpenAI API key
just like this. Okay, so that's in ENV
format. This is our default environment.
Uh this default environment will apply
to all new sessions. So I'm just going
to save changes. Now we actually have
all that. And then if you think about
it, what we need to do in each session
is we just need to uh basically do the
same thing that we did before just in
the maker school ads. It's just we need
to do this in um the GPT image
non-compositing workflow. So you know it
has the key. It has everything that it
needs in the default environment. If I
go back to routines then try creating a
new one on cloud and then check the
default environment you'll notice the
key is still in there. So, it's now like
inside of our thing, and now we can
actually go back and like ask it to
create the create the actual flow. So,
I'm just going to jump back in here and
then say uh well, uh what kind of ads
did we have? We had I think product ad
genen. Yeah, we did right over here. So,
turn product ad genen into a routine. um
for the routine mirror the maker school
ads system that generates a Google drive
folder and then a dated subfolder and
then populates it with the gens do so
using this structure for every ad in the
template ad folder which is currently
hosted at generate five variants.
First take the ad formats for image
generator and put it somewhere on my
Google drive. Then uh build the
structure that I talk about mirroring
the maker school ad system. Um the maker
school ad system is a routine. So query
that routine first, get all the
information and use it to scaffold out
the new gen. I don't know why I can't
type to save my life today, but
hopefully this is going to be more than
enough. Um oh and you know I should
probably give it some context. I have
also added the API key in the same
format as our original skill.
It's in the default environment under
OpenAI
API key default cloud environment. There
you go. Um I'm just giving this it just
in case it knows sort of how we're going
to structure things. uh we need to be
100% clear because as mentioned it will
not have access to the API key inside of
the cloud environment simply by simply
because rather of um you know security
doesn't want to like show you the API
keys everywhere because every single
push it's not going to make any sense I
think it's probably misunderstanding me
too check the routine first there is a
routine called you know maker school I
don't know let me actually double check
this what this thing called maker school
daily ad batch daily ad batch
This is what I want you to replicate
just for our product aden skill.
Yeah. And then we're just going to turn
it from, you know, a local flow into a
routine. Cool. And now it has the full
spec. And it's just going to continue
going down the top to bottom. And just
like we did last time, we're going to
create a new GitHub. And then did I
already put a file on my Google Drive?
Uh, no I do not. No, I don't. So you
will create one. And voila. If I move my
fat head and super cool Clairvo hat out
of the way, you guys can see we now have
both the product aden daily batch and we
also have the Maker School daily batch.
So, next run tomorrow at 5:59 a.m. If I
jump in here, you guys will see we have
more or less the exact same layout. You
know, install the dependencies, run the
script. All the stuff does not really
require us. We don't have to be pros at
programming to know what's going on. Um,
has some scheduled runs. You can also
trigger it manually. API web hook. I'll
cover more about that later when we talk
about weaving it into a pre-existing
automation flow. But yeah, it has the
Google Drive. It also has the clock code
remote. And then it um has our API key
again stored inside of the environment
itself. So that's important. It's tough
to get stuff in the environment unless
you know how all of that works. Um I
don't think they make the environment
feature as straightforward as it could
be. But anyway, that's that for both um
you know, compositing workflows, which
hopefully you see are pretty
straightforward if you use a simple ad.
Um image based workflows, which
hopefully you guys can also see is
pretty straightforward if you guys use a
good image model. Why don't we talk a
little bit now about video models? Now,
video models need to be done quite
differently. If I go back over here and
then open up something like uh
Higsfield, which is where the vast
majority of all video models are
currently hosted and uh you know people
sort of use them, you guys could see
that there is just tremendous tremendous
um possibility for really high quality
like adgen. The one issue I would say
with most of this stuff is there is
currently no like there's no captions on
here. There's also no text and the
reason why is because text just tends to
perform kind of poorly. Um, also this
model is like kind of an advanced model.
It's not technically here yet and so on
and so forth. Um, it's starting tomorrow
as of the time of this recording, so I'm
sure by the time you guys use it, it'll
be really good. They're offering free C
dance 2.0 4K, which is kind of neat. Um,
core things to know before we get into
this is, you know, like video models,
just like image models, there's a lot
more frames, and because there's a lot
more frames, there's a lot more
opportunity for it to screw up. And so,
you just need to understand that what
you are going to generate is not going
to be perfect. And so long as you're
okay with that, that's fine. Um,
generally speaking, the flows that tend
to work really well are like kind of UGC
style, uh, user generated content style,
uh, either testimonials or product
reviews or that sort of thing. What I'm
going to do is I'm going to show you
guys how to use this particular vendor,
Higsfield, which is quite a high quality
vendor. It allows you to basically
streamline the process of putting in
like e-commerce style ads. You can uh
add a product as well as a consistent
character um to generate like UGC style
advertisements. And I want you guys to
know that like you can make this better.
You could make this better by hard
coding captions. You could make this
better by, I don't know, like hard
coding some sort of visuals and and
having them pop up on the page. You
could automate the process of like the
dubbing and stuff if you wanted to be
better. You could add noise layers to
the background to make it more
realistic. I have a few friends that
spend several tens of thousands of
dollars a day right now running like
totally AI generated ads using the flows
that I'm going to show you. They just
touch them up a little bit more. And for
time purposes, I'm not going to get into
all of that, but it is very
straightforward. You literally just talk
cloud code through what it is that you
want and then yeah, that's that's more
or less it. So, let me show you guys
more or less how how this is going to
work. Um, yeah, for those of you guys
that don't know, Higsfield is just like
a major model aggregator. Basically, it
just combines a variety of other models
that you guys could use. So, all the
video models, all the image models,
everything that we've already touched at
uh touched on, as well as even like text
models and stuff into one place. And it
kind of makes sense in an environment
where there's just more models than most
human beings know what to do with that a
point of value would actually be in the
organization and um making available of
those models to the general public. Like
think about it, there's like a bajillion
different models you could choose.
There's a bajillion different platforms
you could sign up to. Um you know, in an
environment where it's just really
confusing for people to get started,
what they do is they basically just
combine all that onto their platform and
then you just need one API key and then
it does it all. So this is what I'm
going to be using. Uh you guys don't
have to use it, but I really like them.
It's a cool, you know, set of of people.
Um it's also just uh yeah, it's a pretty
straightforward platform. And I think
Claude Code is really really good at
driving this puppy um because they have
like a really simple and easy sort of
API endpoint structure called a model
context protocol server. So if you guys
don't end up using this, then just know
that you'll probably have to do a little
bit more work there if you want it to
work like very similarly to what I'm
showing you guys. But that's okay,
right? Um, and you know, hopefully we've
established now that video costs more
money than photo. And, uh, I haven't
made you guys feel like this is super
unrealistic or anything like that.
[gasps] Okay, cool. So, what do you do?
Uh, well, first things first, you got to
like make an account. So, I'm just going
to open up an incognito window here and
then go to higsfield.ai. What you have
to do is you have to click sign up. They
give you guys like a bunch of discounts
and stuff right now. So, I'm just going
to let's exit out of that. Sign up. I'll
go continue with Google and I'm just
going to add my email address. So, I've
signed in. It's going to say verify that
you are a human. So, I just did that.
Keep in mind the interface is going to
look very very different um by the time
that you guys are using it probably. But
anyway, we want to do UGC videos and
we're maybe beginners so we want
oneclick presets and I don't know uh
what do we want to try? Probably MCP and
then I'll just leave it at that because
yeah, again this is just like a just an
onboarding and there's many different
ways you could do this.
Okay, cool, cool, cool, cool. So yeah,
we've now received some big fat offer
and they'll give us a bunch of money
off. That's cool. Um I'm just going to
you know proceed without that account
understanding that you do have to
purchase some credits but um yeah anyway
so what we want is basically we want two
things. The first thing we want is uh we
want to generate this locally just so
you guys understand what is going on
under the hood all the different
parameters and stuff like that that you
could use to tweak in order to generate
your like high quality UGC. And then
after that we're going to do this via
program uh you know claude code via
what's called MCP model context
protocol. And this is where Claude can
actually just like drive this whole
thing. So we can actually just copy over
a prompt here and basically say, "Hey,
install this whole thing." And it'll
work perfectly fine with no issues at
all. So yeah, pretty cool. Uh I'm going
to head over to video first and then I'm
going to generate something pretty cool.
You can see I've already done a couple
of different gens here before. Um you
know, one of the gens that I did was uh
uh ash falling in a city, which is kind
of cool.
show you guys what that looks like. You
can see it's slowly sort of going down
to the ground. That was for a website
that I made. This is sort of like a cool
wheel that's zooming in and out.
That's kind of neat, right? It's like a
like an old church style theme. I've
done a couple of other pretty badass
ones, too. Here's a bunch of like people
charging in like a more medieval
battleground. You'll notice that some
things are kind of weird, right? Like
why are the horses going backwards?
Well, it's because this model isn't
perfect. And uh you know every now and
then one of the gens will be sort of
trash. So you just got to keep that in
mind. Uh anyway, so what do we want to
do? We basically want to create a video
using some media over here, some user
generated content stuff um of somebody
talking about a product. And I think
what a lot of people don't understand is
that you can't just do this in one shot
and expect it to work really well. What
you need to do is you actually need to
like vary it and have multiple different
shots. And so what I'm going to do is
I'm going to feed it an image of a
product and then I'm also going to feed
an image of like an influencer and then
I'm going to get the influencer to like
talk about the product. But if you think
about that that's like that's actually
multiple steps. Um so what I'm going to
do first is I'm going to go actually not
over to video but to image and this
allows you to generate things using um
image models. So as you can see that
midnight clay thing that I generated is
right over here. So, I'm actually going
to reference this in an image flow. And
then I'm actually going to go and I'm
going to find some like UGC style
influencer on Pinterest. So, I don't
know. I'm just going to go like, as you
can see, there's a lot of like UGC style
influencers here talking about products
and stuff. Um, I don't know. Let's use
this one. You know, obviously most of
the time, and I I don't want to stress
this too much, but most of the time it's
like a woman that is demoing a product
of some kind. And that's just because
mathematically they found that when they
have women demo products, they do a lot
better. So a lot of these UGC's are
going to be um you know images and
videos and stuff like that of women. But
anyway, I'm just going to feed in this
woman. And then what I want is I
actually want to go to uh what do we
have? GBT image 2. I don't know. I think
we had GBT image somewhere here. So let
me find it. There you go. 4K images. And
uh we have a bunch of settings here. We
can go high, best visual fidelity, 2K,
1K, 4K, auto size, which is important.
So this is going to depend on how we how
we're going to generate our videos. For
the purposes of simplicity, I'm just
going to go one one and assume that
we're generating everything one. And
then batch size. Batch size is just the
total number of gens that I am going to
create here with these two images. And
so what I want to do first is I want to
generate a woman that's kind of like
this woman. Okay. Actually, so let me
just go back. Generate a woman that
contains all of the features that this
woman has, but is ultimately different.
Um I don't know, change her hair a
little bit. Uh and then instead of
outdoors, put her indoors. Uh the reason
for that is I'm going to use her in like
a product shoot later.
So I want to generate I don't know three
options which is going to cost me 21
credits. And the workflow is you know
we're just going to take this woman who
is I don't know if she's real. Maybe
she's already an AI generated image or
something. She might be. But we're going
to take her and then we're going to
stick her in a fake environment that
I've made and it's going to be indoors
and we're going to use this woman who is
now fake. It's not like a real woman to
advertise our products by turning that
into a video. So that's sort of the
three or fourstep flow. And uh yeah, I
always like doing this manually at least
once because it's important for you guys
to understand how it works manually
before you guys move to fully automating
it with cloud code. If you guys don't
know how to do the process manually, I
find a lot of the time you're just
misunderstanding the the different
features and the different options that
are available. Uh I generated this in
2K. You could just generate this in 1K,
which is just 1024 pixels. Uh, but I
find that, you know, if we want really
high quality input images to be used for
the purposes of video, it's better to,
uh, you know, do this with like a high
2K. Um, yeah, and then, you know,
there's a bunch of different models you
could choose here, too. There's
Higsfield Soul, Higsfield Soul Cinema,
Cream 5.0 Pro. This one's actually
pretty good. Um, they're also offering,
at least as the time of this recording,
a bunch of free usage. So, that's pretty
neat. Uh, it's just like an advertising
play where they're trying to, you know,
make as much money as humanly possible
by incentivizing models that are last
gen, pretty cheap inference-wise to run.
And it's kind of like a Costco chicken.
You come in through the door, buy
yourself a Costco chicken, and then
you're like, well, I'm at Costco, I
might as well buy myself some tomatoes.
Yeah, that's their whole idea. This is
not occurring instantly because it is
quite computationally intensive. We are
using GBT image 2 and generating, you
know, 20 48 pixel x 20848 pixel images.
So, I'm just going to circle back when
this is done. Okay. And so, we now have
a bunch. Uh, I like probably this one
the best. I think it's like it's a
little different from the original,
right? It's a little different. I mean,
like, yeah, the lips are a little bit
different. She's wearing the same
outfit. So, I'm looking at this one more
and like this is obviously an AI image
as well. So, we are just putting AI on
AI on AI.
But, uh, yeah, this is fine. So, I'm
just going to download this now. Well,
actually, you don't even need to
download it to be honest. Uh, and then
what I want to do is I want to use this
as a reference. So, I'm going to
reference this here. And then over here
is going to be my generated woman. Okay.
And then what I want is um make it so
that the woman is holding my product. Uh
maybe in like a bathroom or something
like that where it would make sense to
put on a midnight clay mask. She should
be enthusiastic about using the product.
Uh but don't like oversell it.
The reason why last time we generated
three is just because I wanted to
provide myself a lot of um and I'm just
going to do this 2K again is because I
wanted to give myself a bunch of
different options just to make sure that
like you know we had diversity, but I'm
finding that I don't really need that
diversity. It does a pretty good job.
So, I just one-shoted it and I'm going
to see how it looks now when she's
holding the element. Um yeah, and this
is like a little bit different of an
influencer than this chick. You can see
like the features are slightly
different. Very very slightly different.
obviously hyper hyper exaggerated and
stuff like that. Uh but yeah, we'll
we'll we'll check out when see what the
gen looks like. While we're waiting for
that, I'm actually just going to go back
to Claude. I'll go to new and then I
will give it um a picture of this
product and then I'll have it generate
me a script for my VSSL. So, just
scrolling down here to uh this midnight
clay mask. Okay, actually I don't think
I have the midnight clay mask set up
yet. So, let me go and grab that.
We're actually going to go here,
download this. So now we've downloaded
it. Go back to Claude Code. Going to go
to Finder. And then this midnight clay
mask is jumping in here. This is a
product that I am about to record a UGC
style ad for. I want you to generate me
three scripts similar to what a real
influencer would say talking about this
product. Pretend the influencer is a
young woman that's found a lot of value
in our midnight clay mask. and then make
it somewhere between 30 seconds or so.
Okay, so now uh it's going to read the
image and then generate me a bunch of
different options.
Okay, so I need to talk about this cuz
I've been sitting on it for like 2 weeks
and I'm mad I didn't try it sooner. This
is the Midnight Clay Overnight Mask and
I have combo skin that's oily in my
T-zone but flaky everywhere else. So
most clay masks either dry me out or
don't do anything. This one's different
cuz you can literally sleep in it. I put
it on like a thin layer before bed, wake
up, rinse it off, my skin just looks
calm, like less redness, my pores look
smaller, and it's not stripped at all.
So, I mean, like, this is, you know,
it's not really all that good. Yeah, I
think I'm just going to like edit it
slightly. So, I need to talk about this
cuz I've been sitting on it for like 2
weeks and I'm mad I didn't try it
sooner. This is the midnight clay
overnight mask. I have combo skin that's
oily in my T-zone but flake everywhere
else. So, most clay zones either dry me
out or don't do anything. But, this one
changed the game for me. I can literally
sleep in it. Or maybe you can literally
sleep in it. You just put on a thin
layer before bed like this. Then wake up
and rinse it off. Your skin just looks
really calm. Way less redness. My pores
look smaller and it's not stripped at
all. This is going to be my little
script for the video. Uh let's go back
and see how the gens are looking. Cool.
So, she's now holding this, you know, in
a in a bathroom supposedly. So, that's
nice. I'm now going to turn it into a
video just like this. Okay. All right.
Okay. And what I want to do, there are a
variety of different models you could
choose for this. Uh, let's see. I think
I'm probably going to do the Well, we
can actually just go test a bunch of
this to be honest. Uh, I'm going to try
C dance 2.0 fast, but yeah, I'm just I'm
going to test a bunch. So, this is
a woman doing, let's say, a woman doing
a UGC
style. Let's say a woman influencer
doing a UGC style ad talking about a
product. Okay. And I think just for
starters, I'm probably going to make it
really small. And there's also a bunch
of elements that you can reuse. So, what
I'm going to do is I'm just going to
upload that media from before. The
reason why is because um if you don't
upload media, sometimes it will like not
actually keep the midnight clay mask in
the right place. So, I'm just going to
add this to my element. Here it is.
Midnight clay mask. This is a clay mask
used for product videography. Okay, so
now it now it actually has access to the
midnight clay mask for the video. So,
we're just going to use this as our
prop. It's actually added to the prompt
box. Uh, and then cool. I mean, I I see
cling here. I'm just going to try a
bunch of different models. We'll see
which ones work best. Okay. And now what
I'm going to do is I'm going to turn on
sound and then I'm just going to
generate multiple. So, I'm going to do,
you know, generate 10 with cling. What
I'm going to do here just so I can test
out a couple of different approaches. So
I'll do the same thing with Cling Turbo
and then I'm going to do the same thing
with Cance 2.0. Okay. And after a little
bit of playing around, uh, we now have a
couple of different ads. So I'm going to
turn this on. Hopefully you guys can
hear this.
>> Okay. So I need to talk about this
because I've been sitting on it for like
2 weeks and I'm mad I didn't try it
sooner. This is the midnight. I have
combo.
>> So as you guys can see, we generated a
pretty short one here and I did that
just as a test. I wanted to make sure
that we could actually hear, you know,
audio and it didn't seem super crazy.
Um, but suffice to say, you can actually
do Yeah, you can do a fair amount with
this. assuming the woman's moving her
mouth. She's like promoing the product.
There's even a little zoom in which is
kind of neat. Um, so I'm going to try
this on a variety of different models
and just see what the best one is, at
least as the time of this recording. Uh,
you can expect to spend maybe like $10
to $20 doing this initial test round.
The whole idea is you just want like a
reusable pipeline, right?
>> Okay, so I need to talk about this cuz
I've been sitting on it for like 2 weeks
and I'm mad I didn't try it sooner. This
is the Midnight Clay overnight mask. I
have combo skin that's oily and
>> Okay, so this is good. I mean, I like
what we what we had here. This is
probably a little bit better than Cling
3.0 Turbo. The issue is obviously the
time here. Um, you know, that's just not
enough time to actually do the ad. So, I
think what I'm probably going to do is
I'm just going to max it out at like 15
seconds. What was the Gemini Omni Flash
good for? I think it's only 10 seconds.
Yeah, it's only 10 seconds. So,
basically, we need to like we need to
make this a little bit shorter. Maybe
instead it'll just be like you need to
try this. This is the Midnight Clay
Overnight Mask. It fixes oily skin
without flakes. 10 out of 10. would
recommend change the game for me. Sure.
I don't know. Something like that. And
looks like I'm doing 16 by9 which is
kind of unfortunate, but I'm just going
to do a couple of these now. Um, and
then see if we can actually make it
through the entire script. Then once we
have that, we'll have the rule which we
can use to generate using Gemini Omni
Flash. All right. So, while that's
working, let's scaffold out the skill
that'll be used to generate these on
demand. If you think about it, the idea
is I'm going to feed it in a product.
That's going to be like my initial step.
It's then going to, I don't know, use
some influencer that I've already sort
of chosen um to represent that product.
And then all we really need to do is we
just need to come up with a bunch of,
you know, scripts. And those scripts
need to be pretty short. Um, you know,
probably somewhere around, I don't know,
like 150, 200 characters. So, just
checking back on, you know, the gens
here. It looks like
>> you need to try this. This is the
Midnight Clay Overnight Mask. It fixes
oily skin without flakes. 1010 would
recommend. Change the game for me.
Okay. And this is just a little bit too
long. You need to try this. This is
>> She's looking all like, but I don't
really need to just wait three hours.
>> You need to try this. This is the
Midnight Clay Overnight Mask. It fixes
oily skin without flakes. 1010 would
recommend. Change the game for me.
>> Okay, so that one's much better. I think
we could probably just rip this ad over
and over and over again. Um, so yeah,
this is this is good. I think what we
need to do is we just need to time this.
So, let's check out word counter and
then figure out exactly how many words
are here. [sighs and gasps] Looks like
it's about 146 characters. I think we
could probably go to like 170
characters. So, I think that's what I'll
do. I'll say 170 character. Uh, well,
why don't we just do words instead? 27
to Yeah, 27 to maybe like 30 words or
so. So, I'm going to go back to Claude
and I'm just going to voice dump all of
this in as the process.
Hey, I'm going to give you an image of a
product. I then want you to use the
provided image of the influencer to
generate a picture or a starting frame
of a woman holding the product uh
somewhere in an environment that it
would make sense. Then I want you to
generate 10 script candidates. A script
candidate is a script that espouses the
virtues of the product, talks about the
benefits in an influencer UGC style
fashion. Uh, the script needs to be
under 35 words or so in order to fit our
time limit. After you're done, I want
you to show me the uh, generated product
image with GPT- image-2. And then I also
want you to show me the scripts so that
I can verify everything's good. After
that, I'm going to add a couple more
steps to the flow and we'll turn that
into a skill.
Cool. So, that is what we're going to
do. Clearly, we verified that this works
if we do it manually. So, let's make
this work um digitally as well. Here's
the influencer and here's the product.
I'm going to feed both of these in.
Voila.
And you can call GPT image 2 using open
AI API key. It's in the local
environment. Okay.
Uh and then going to circle back and
just double check that now that we can,
you know, we verified we can do this
through like manual usage, we need to
verify that we can also do this through
claude. And then we we're just going to
scale the hell out of this thing. I'm
sure you guys can imagine we could take
this further. Um, as this is building
it, uh, just some brainstorming out
loud. Rather than just using one woman,
you could have, let's say, 20 or 30
people, men, women alike, people from
different geographies, different ages,
different ICPS, different like personas
all all over the place. You would do
this by using AI to pre-generate a bunch
of images of or videos of influencers
that you like. uh and then you would
also kind of multiply or cross that by
all the different products that they're
holding in a bunch of different
locations. So now what we're doing is
we're just multiplying uh a bunch of
different options. you then multiply
those by a bunch of different scripts.
And in that way, what you could do and
what you know I I I like thinking about
AI as what you could do is um you could
basically choose let's say 10
influencers, okay? Multiply them by I
don't know 10 settings, multiply them by
10 different scripts. Uh the resulting
thing is you'll have 1,000 possible
options.
Now, it kind of sucks to look and watch
through each, right? So, what you could
also do, and I'm just brainstorming. I'm
not going to do anything as complicated
as this because I don't want to kind of
put the cart before the horse. What you
could do is you could have some sort of
automated image check where every single
one of these videos, which are all 10
seconds or so, you break down into 1
second frames. So, now it's like 1
second frame, 1 second frame, 1 second
frame. You take screenshots of each. You
feed that into an AI model like, you
know, GPT uh or Claude Code. Have Claude
Code take a look at the image and tell
you, is there anything malformed that
doesn't make sense? If so, just delete
it from that problem set or from the
option set entirely. After this process
is done, maybe you have like I don't
know, let's say 250 to 500 that are
remaining and each of these are 10
seconds. So, what you can do is you can
have a human being watch them all.
That's 2500 to 5,000 seconds of watch
time. And then, you know, if you do the
math on two 2,500 seconds, I think
that's like 40 minutes to, I don't know,
80 minutes. If you have somebody that
then chooses the top, let's say 20
performers of those in the 40 to 80
minutes, you've effectively replaced an
entire creative department for, you
know, a thousand times the cost of
generating this, which is not trivial,
right? Uh, but now you have literally 20
new pieces of creative that can make it
to the next step. So, I say all this
just to show you guys, uh, this is
extraordinarily possible right now. It's
very economical and, you know, you can
then test 20 with some small little ad
budget, figure out what makes the most
sense to scale. So, just going to take a
look at this. Yeah, this is her now
holding the product, which is more or
less exactly what I wanted. Cool.
Midnight clay overnight face mask. Fully
kind of comprehensible and digestible.
Everything here is good. What we want to
do now is we want to take all this and
then just like we did with Higsfield
earlier, uh we just want to have that
generated through uh I think like an
initial start frame uh which we did
primarily using Gemini Omni Flash. So
the question is how do we you know take
uh Gemini Omni Flash and then actually
make it kind of accessible within Cloud
Code. Well, it involves the MCP and CLI
feature that we did before. So if I go
to MCP and CLI, you'll see here we have
Hixfield MCP and CLI for an AI. I'm just
going to go to cloud code. Then what I'm
going to do is I'm going to copy this
and then go back to my cloud code
instance here. And then I'm just going
to paste this in. Okay. And so I think I
actually already have, you know, some
form of Higsfield MCP on. So that's
okay. I'm just going to say run it. What
it's going to do now is install the
Higsfield CLI globally.
And what you have to do after you
install a command line interface or a
CLI and make it accessible to cloud
codes. You have to log in. And that's
just how we're going to authenticate. If
you think about it, previously we did so
in kind of an inefficient way. We had to
get the API key from Google uh from GPT
uh image 2 directly, right? And then we
had to like add that to our environment.
Well, this is just a simpler and easier
way of adding stuff to our environment.
So, anytime there is like a CLI option,
I would highly recommend it. CLI options
are awesome. They also save you just a
tremendous amount of time. And uh, you
know, it's a very easy and
straightforward way of doing this. And
so, one thing you guys don't see is it
just asked me to sign into Higsfield
right over here. So, here's where I'm
going to do the sign in. I'm just going
to go click um, you know, sign in and
then go from there. Now, it's saying,
you know, hey, we want to access this.
Is this authorized? Yes, it's
authorized. I can actually close this
out. And now it's saying authenticated.
Now, the skills can all install. So now
we've authenticated inside of Higsfield
and we have everything that we need in
order to actually use it. Um so yeah,
this is fantastic. Now we can actually
run this. So what is the next step after
this? Well, the next step is we're just
going to cross them. So what I'm going
to do, okay, is I'm just going to voice
transcribe.
I want you now to take the provided
image, the hero frame, and then I want
you to use this as a start frame for the
Gemini Omni Flash model. Set it to
10second total gen on a 16x9 aspect
ratio. The prompt I want you to provide
is as follows. Eg. A woman influencer
talking about a product. Ensure the
provided scripts are reasonably short so
we can get them in the whole 10-second
gen. Um, every time that I ask you to do
this, I'd like you to generate three
candidate options. And for those of you
guys that are probably wondering what's
going on here with the voice
transcription tool, I like using
Claude's built-in voice transcription
tool, but um I also have my own. If I
just hold Fn on my computer, it'll pop
up and it allows me to paste text into
any box. So I keep on trying to use the
Claude one because I'm trying to
showcase Claude code features, but I
also just oftent times forget and then
use my own. Um same deal. So it's going
to go through this whole process and
it's actually going to select things for
me. It's going to build them and so on
and so forth. Um, you know, it's double
checking with me that, you know, I'm
okay with getting build for this.
Obviously, I am okay getting build with
this. The first time I think it'll
probably realistically take uh a little
bit more, you know, trial than you'll
think. It'll take more credits. It'll
just not be necessarily perfect. But
over time, you'll be able to make this
cheaper. And then once you consolidate
it as a skill, uh, you can go. So, I'm
going to say yes. And now it'll actually
do the generation. And yeah, I mean,
like check out these scripts. You need
to try this. This is the midnight clay
mask. Fixes oily skin without any
flakes. 10 out of 10. Would recommend a
change of game for me. Okay, I have to
talk about this. Midnight Clay Overnight
Mask. You put it on before bed. You wake
up glowing. No effort, just results.
Genuinely obsessed with this thing. Like
for instance, I don't like that tone of
voice, but we could tweak it. [gasps]
Uh, if you have oily skin, you need
this. Midnight clay works overnight. So,
you wake up matte, not greasy. It's the
best skincare purchase I've ever made
all year. Hands down. I could absolutely
see, you know, some woman talk about it
on like a UGC UGC style video at Crush.
And what's cool is um you can
parallelize these. So what we've done
here is we've actually sent three jobs
simultaneously. So we have job A in the
queue at the same time as job B in the
queue and job C. And we're just going to
grab all three of these once they're all
done and then combine them back into the
output. Uh it's then going to present
the output to me just to verify that
like this did what I wanted it to do.
And once I have verified that it has
done what I wanted to do, I'm going to
turn this into a skill. Anyway, we now
have the jobs. So we have the videos
right over here.
>> You need to try this. This is the
midnight clay mask. Fixes oily skin
without any flakes. 10 out of 10. Would
recommend. 10 out of 10. Would
recommend. It changed the game for me.
>> Okay, so we could see we had some weird
things there cuz uh the script was a lot
shorter than the 10-second video length
that tried to like come up with stuff.
>> Okay, I have to talk about this midnight
clay overnight mask. Put it on before
bed. Wake up glowing. No effort, just
results. Genuinely obsessed with this
thing.
>> Cool. So, that looks pretty solid. If
you have oily skin, you need this.
Midnight clay works overnight so you
wake up matte, not greasy. Best skinare
purchase I have made.
>> Okay, so see this is the sort of stuff
that I'm talking about. That's like kind
of weird. So we just went from having
the product like physically like what
happened there?
>> So you wake up matte, not greasy. Best
>> it just disappeared like
>> in purchase
>> vanishes. So I mean like this is the
sort of thing you don't want to happen
which is why you're going to need some
sort of Q&A. Um that said, I mean people
still rip it, right? Like it's not that
crazy. Um, maybe she's just a a magician
that can summon the midnight clay mask.
>> Your hands
>> like I'm more interested, girl, in how
you summon the midnight clay mask to
your hands. Anyway, um, cool. So, now we
we we basically have the skill, right?
So, we're pretty good. Um,
this is fantastic. We now have
everything that we need in order to
create a skill. Um, only one tiny
change. I'm finding the script for the
first video was just a little bit too
short. So, the woman had to repeat
herself a couple of times. Uh, we need
to
make shorter scripts just a tiny bit
shorter on the video side as well. Eg.
candidate A could have been done in 8
seconds instead of 10. This will also
make us a lot more credit efficient as
well. Oh, and then once I'm done with
that, I'm going to say, let's now turn
this into a repeatable skill. I should
be able to simply say, "Generate me uh
videos of this using the AI video
generator product ad skill." And then
you should be able to take the products
that I supply you, the influencer that I
supply you, and then turn that into a
set. Okay. And now it's just going to
reconfirm the product pipeline with me.
So what is the pipeline? We're going to
take product images and influencer
images as input. Prep resize each.
Generate hero frames. Generate 10 script
candidates. Show the hero frames and
scripts for approval before spending
video credits on confirmation. Generate
three video candidates per approved
script via this model using the hero
frame um 16x9 8second duration not 10.
And then download and deliver all video
candidates. So it's not actually
correct. Uh we don't want it to uh we
don't actually care about this step. So
we'll say no step five self select the
winner scripts no fixed 8second
duration.
Sometimes
if the uh script is a little longer use
10 seconds if it's a little shorter use
8 seconds. And then if I supply multiple
influencers in a folder plus multiple
products cross them. eg have influencer
A on both product A and product B and
influencer B on both product A and
product B. Then generate them
autonomously and deliver to me in a
folder.
No human oversight until the last step
and parallelize where possible. Okay.
So, what I'm now going to do is I'm just
going to make a folder here. And I'm
just going to call this um I don't know,
video add gens video add assets. Okay.
And then we're just going to combine
both of these in here for now. And then
the duration rule. What's the actual
word count threshold? So, less than 22
words, 8 seconds. More than 22 words, 10
seconds. Script A was 28 words and
worked fine at tech 10 seconds, but felt
short. Okay. So, as part of me now
testing the skill on multiple gens, um
we have two products. We have the woman
with the midnight clay, but we also have
a man with uh what looks to be some
rosemary scalp oil. So, the idea is
we're going to cross them. Um she's
going to do this and she's also going to
do this and then he's going to do this
and he's also going to do this. This
should allow us to test what the kind of
cross functionality is like and whether
or not that works. So, I'm just going to
feed this into the skill that we just
generated and make sure that this is
fine, that we have the skill. It's a
simple product uh byproduct of just
checking to see, hey, you know, can you
do this on the video add assets folder
and it's just going to look at each
image and classify them. I could
probably actually have created a
subfolder structure that does this. So
yeah, we'll give that a try and then
have it run. It looks like it
misunderstood me the first time. It
wanted to generate nine videos per
person instead of three, which would
have been like,00
credits or something like that. So we've
uh cut that down to 360. And it's
actually going to be less than 360. I
think it's probably going to be like 300
cuz we're going to do a bunch at 8
seconds instead of 10 seconds. So, we'll
see how all that goes. But, yeah, we
have woman and mask, woman and scalp,
man and mask, man and scalp. And we're
going to do three of each of these hero
frames. It's now just going to run this
through top to bottom. Um, and then also
generate uh the scripts, too. Sorry
about that. My fire alarm just went off.
That was pretty fun. Anyway, where we
at? Woman x mask. You need this.
Midnight clay pulls out all the gunk out
overnight. No effort. I just wake up
glowing. Generally, the best thing in my
routine right now. When in scalp oil, my
hair stylist asked what I've been doing
differently. It's this rosemary and mint
scalp oil. A few drops for a bed and my
scalp actually feels alive again. So,
this is kind of neat. You can see we're
actually implementing that logic where
the shorter word ones are 8 seconds, the
longer word ones are 10. So, yeah, we're
we're going through and generating. It
looks like there was some issues with
some sort of concurrency limit. Looks
like you can only have eight jobs at the
same time, whereas it is firing 12 at
once cuz we did four pairings times
three candidates. So, that's okay. We're
just going to kind of update the skill
to reflect that. And it looks like
that's what it is doing. Um, candidates
within a script should submit and wait
in parallel for speed capped at three
concurrent. So, we're already six done.
We're just going to retry the two failed
man pairings one at a time to avoid the
concurrency cap, which is kind of neat.
[gasps] Um, I'm just going to take a
look at this right now. Cool. We
actually have the videos up here now
that I could test. So,
>> you need this midnight clay pulls all
the gunk out overnight. No effort. just
wake up glowing.
>> Cool. Thank you.
>> You need this. Midnight clay pulls all
the gunk out.
>> And see how we're testing different
angles. I should move my fat head
around. See how we're testing out
different angles now? Uh we have
different like product shots. You know,
this time we're actually showing this.
Her hair looks a little bit different.
She's actually putting this on in this
one. This is the sort of creativity that
we want.
>> You need this. Midnight clay pulls all
the gunk out.
>> Cool. And I like how we're having a lot
more adherence to the thing. Uh I think
Do we have anyone with men? My hair
stylist asked My hair stylist asked what
I've been. It's this rosemary and mint
scalp oil. A few drops before bed and my
scalp actually feels alive again.
>> That's cool. Yeah. Yeah. And the timing
is basically perfect.
>> My hair stylist asked what I've been
doing different.
>> Okay. And so some of these are just
going to sound weird, kind of more
staccatoy, but that's okay. We're just
frontloading again the the gens. Um so
I'm just going to go and find the ones
of the dudes. Looks like we got them
right over here.
>> I was skeptical about clay masks, but
this one's different. Midnight clay
works overnight. There is no mess. No
mess at all. And I wake
>> No mess. No mess at all.
>> Wake up looking like I
>> Anyway, obviously that
>> I was skeptical about clay masks, but
this one's different. Midnight clay
works overnight. No mess. And I wake up
looking like I actually slept well and
startardy. I was
>> don't know what the hell that was. You
know what's really interesting? I think
there's just less training data out
there on men. Um and so as a result, the
the male ads tend to always
>> I was skeptical about clay
>> kind of suck more. This audio is really
good
>> masks, but this one's different.
Midnight clay works overnight, no mess,
and I wake up looking like I actually
slept well.
>> That's cool. Yeah, I like this one the
best. So, you can see how, you know, we
need to generate multiple, otherwise
we're not going to get like good good uh
shots. And who knows, maybe this works
better. Maybe having some handsome dude,
you know, show off the clay mask is
going to work better for a specific core
audience. You never really know, right?
Anyway, so what we have now, we actually
have a reproducible skill uh that does
this. And uh as mentioned, you know, I
think you could realistically run this,
I don't know how many times it was. I
don't know what our math was, but a lot.
Uh you could have run this realistically
like every morning, let's say, on
something like 10 gens, and then by the
end of the month, you would have
significantly alleviated the bottleneck
in a lot of ad uh production flows. And
yeah, you know, well, you can experiment
with making this better. You could have
like some slight audio track in the
background. You could make it a little
bit noisy. You could add like grain to
the videos to maybe remove some of the
more characteristic AI components. Like
I'd say his skin is just a tiny bit too
smooth. It's almost like a little too
real. Um yeah, you could have like
automated processes that check to see,
hey, you know, is the text totally
legible on the midnight clay mask? Hey,
anything weird going on with the person?
What's the start frame here? Right? Like
cuz it looks like for whatever reason it
screws up the start frame on this one.
Maybe it's like, oh, every video cut in
like three frames so that we always
start at a good one. Or I don't know,
like if a person doesn't have anything
to say, just kind of smile and like
wave, right?
>> [sighs and gasps]
>> I'll leave it there because I think you
guys probably know where to go. Um, all
I'm going to do now is do the same
thing. Transform it from a loop uh from
a skill into a loop and then from a loop
into a routine. Exact same idea just
with the Higsfield connector instead.
And um yeah, then when we're done uh I
will have successfully walked you guys
through the process end to end of
generating a very in-depth series of
prompts, skills, loops, and routines.
Okay. Now, in order to connect HGfield,
what you have to do is go up here to MCP
and CLI, copy this URL. Okay. Then go
back to Claude. What we'll do is we'll
scroll all the way down to connectors.
Under add, we'll go add custom
connector. Add this as the URL and call
it Higsfield. And then you will now
essentially automatically connect to
Higsfield via their OOTH flow. That just
means it's going to open up a little
window, which it just did in my other
screen. So I'm just going to bring that
puppy over here. Then you can actually
proceed with the login. And now this is
just another version of what we did
earlier. It's just now we actually have
the ability to connect to this through
um our cloud routines as well. Okay,
great. So now that we have this uh if we
go back to routines and then at the top
right hand corner go new routine can
then go cloud. And what's cool is we now
have the ability to connect our
Higsfield connector. It'll actually
automatically populate um every time we
do this. And so then I can go down here
to our prompt and then I can just ask it
hey make this a routine. Awesome. And
now I just told it make me the routine.
What it's doing is creating a tople
Google Drive folder for me. This is
where all of this information is going
to be stored. Now, it's actually
uploading the raw source images. Um, the
ones that I was showing you guys earlier
of the men and the woman and then the
clay mask and then the rosemary oil. So,
what it's doing is it's going to upload
via some tool. Uh, this is I guess some
base 64 representation of my file. I
don't know. You can turn images into
like big long strings and then you can
send them over over the wire. Um, and
that's what this tried to do. It didn't
do it a very good job though. Uh, and
now it's actually downsizing the images,
sending them over, and then it's going
to, you know, base 64 encode, upload
each. All right. And now we have
generated both the uh, loop and the
routine. And so you guys could see that
um, right over here. If we go back to
routines, we have UGC video ads daily
batch. So we can connect, you know, the
platforms that we need via custom
connectors right over here. We also have
cloud code remote, which I think is just
what Cloud Code always inserts now if
you want to be able to contact it. Um,
and you can see the step-by-step file.
So, list the files in the asset drive
folder. Uh, for simplicity, that is this
folder right here. So, you can see that
like they're images that we are
providing of the rosemary oil of the
product and the people. So, maybe we
could make it easier by subdividing
that. I don't know. Determine which
assets are new since the last run. So,
it actually checks to see is there a
dated uh subfolder that exists within
the AI video gens in drive. So, it's not
this folder, it's another folder. If
there is no dated subfolder, it'll
actually go through and then build the
cross of every influencer times product.
So two influencers, two products means
four pairings. For each pairing, it'll
generate a hero frame, write 10 adcript
candidates, select the best ones,
determine the video duration by word
count using a rule, generate three video
candidates for the pairing, then
actually insert all of that into the
Google Drive link. So this is how you
develop a small granular application in
your company using cloud code. Uh this
is going to run for cents on the dollar
every day. The credits that we're
spending on Higsfield gens are going to
cost more than that obviously. Um but
that's okay. Uh you know this is still
way cheaper than actually having like a
production studio go find influencers to
do this with, right? And uh yeah you
know you guys now have essentially a
full endto-end pipeline allowing you
guys to do this for whatever product you
guys want. So that is a end to end
step-by-step walkthrough of how to
basically go through that full like
prompt to routine process for you know
creative ad generation. I want you guys
to know probably looking at the time and
you're like looking at the skills that
we still have to build and and so on. Um
I decided to go really in depth on that
first one cuz I wanted you guys to see
everything involved in the actual
production process. Future ones are
going to be a lot faster because now
that you guys understand how to go from
a prompt to a skill, a skill to a loop,
and a loop to a routine, we don't
actually need to do this whole process
every single time. Instead, what I'll do
is I'll math it out, make it a skill,
and then just automate the process of
turning it into a routine, just using a
little prompt template. I'm also going
to just proceed a little bit faster, and
maybe explain things a little bit less,
and just show you guys what the process
of building it looks like. Um, just so
that you know, you guys aren't sitting
here forever waiting for an agent to
finish. Uh, and now that you guys
understand how kind of realistic the
weight times are and stuff like that, I
think we'll all be able to proceed a
little bit faster. Hopefully you guys
have appreciated this so far. Let's move
on to our next major step. What is that
next major step, you might be asking?
Well, now that we're done with creative
generation, which is that top offunnel
sort of step, I want to work our way
down just one more substep before we get
to middleunnel with the generation of
personalized copy. So, text, templates,
and really outreach. And uh I'm going to
show this to you guys in the context of
two major you know assets. The first is
going to be like a newsletter campaign
where we're using AI to automat automate
the process of filling out variables.
And the second is going to be like an
outbound email campaign where we're
using AI to automate the process of
entering in little icebreaker snippets
and like custom assets and stuff like
that. So all of this is in the pursuit
of making copy sound like you wrote it
yourself even though you probably
didn't. And so if you think about it,
okay, these newsletters that we're
usually sending out now for um flash
sales and, you know, multi-step sort of
long-term campaigns, nurturing sequences
and whatnot. These are pretty great from
a marketing perspective, of course, but
they suffer from the major problem that
usually the only real personalization
data you have is you have like a first
name. So it's like, hey, Nick, sometimes
it's not even hey Nick, sometimes just
like hello. um you know we're running a
last second flash sale from this time to
that time and you know you need to sign
up now to get 20% off [gasps] and this
works okay but what if I told you you
could immediately make all of these
campaigns work like 5% better right off
the bat just through some very basic AI
personalization obviously you'd probably
do it right the cost of the tokens used
to you know personalize these emails is
way lower than whatever you're currently
missing by not doing so so uh yeah you
know I'm going to show you guys how to
do that and I'm going to show you guys
that as an example on my own data which
I collect through Maker School and Maker
Zero, which is my free community where I
host all my resources. So, I have a big
newsletter and sort of like mailing list
set up for those people. And I'm going
to show you guys how to automate that
just in the context of my own business.
The second big thing is cold outreach.
So, you know, instead of somebody
signing up and entering a bunch of
information into some form, right, to
sign up to your newsletter. With cold
outreach, typically what happens is
you'll scrape databases, you'll scrape
places like LinkedIn Sales Navigator and
so on and so forth. And in doing so,
you'll get a bunch of information on uh
you know, people that they may or may
not have actually given you and that you
may have just like stolen from the
internet. And so, this is a good example
of that. Um here's a big list of people
with email addresses that I'm not going
to leak. They're on the right hand side.
But I've basically gone through and I've
and I've scraped, you know, about a
hundred of these. And all of them have
email addresses, all the first names,
last names, and everything. And there's
a really important column right over
here. And the column that I want to
point out is this company description
column. You see how it says Waltz is an
e-commerce company that helps brands
grow revenue on Amazon. Advertwise is a
digital marketing agency which empowers
local businesses to do blank. Should you
hire an SEM agency or an in-house
person? What if you could get the best
of both? Lean SEM offers full-time SEM
managers. ROI works, Net Booster, Flexi
Webb, and so on and so forth. These are
all PPC companies that I scraped really
simply and easily. And imagine if you
will a moment that you wanted to reach
out to these businesses at scale with
personalized outreach. You didn't just
want to say, "Hello, I would like to
sell you something." Instead, you wanted
to say like, "Hey, Walt, I love Walt go
and I've been following you guys for the
better part of the last like couple of
months. I uh think I could probably
solve a major problem for you. Here is
the problem that I can solve and here's
how I would solve it. Let me know if
there's any interest in your end. I'd be
happy to do it, you know, upfront for
the first 30 days, no charge." Which one
do you think would do better? Obviously,
the latter, right? So, AI affords you
the ability to do that. And sorry, my
camera just died. But um yeah, I'll I'll
loop back around after I've spent some
time charging this thing. And that's
that's what I want to do here. I just
want to show you guys how to essentially
use AI both to customize not only, you
know, outbound, um not only inbound, but
both of them as well, because they're
both very powerful levers. Right? So,
let's start with the very first thing
we'll be doing today, which is
automating newsletter customization. I'm
going to be using a platform called Kit
for this, which is a very
straightforward email newsletter
platform that, as you guys can see, a
lot of cool people use. What's going on,
Ali? Um, essentially what this does is
the same thing that most other email
newsletter platforms do. Just allows you
to, you know, add your subscribers, get
a bunch of information from them. You
know, first name, email address, last
name, why they signed up, all this
stuff, and then send blasts and email
campaigns. So, yes, that's right. I am
among Matthew McConna, Ali Abdal, and
the rest of the greats. Uh, it's the
platform I'm going to be using today.
I'm not affiliated with them at all.
Just um, you know, it's one of the many
you guys could use obviously for
marketing. So, yeah, I'm signed in right
over here and I don't want to scroll
down anymore because if I do, you guys
will be able to see actual live people's
email addresses. Um, so the goal is
obviously I don't want to show you guys
that, but um, it's this is a real
account and we're going to be doing
something that I'm legitimately doing in
my business. Just before we dive super
deep, I just wanted to give you guys
some context. Um, we have 38,000 almost
38,100 people on the mail list. We
started this, I don't know, 6 months ago
or so. So, we've grown at like an okay
pace. The way that we currently do our
email newsletter growth for the most
part is through LinkedIn and through
Instagram. On Instagram, I'll publish
videos that are uh basically like lists
of tools that you could use. So, like,
hey, here's a free AI tool that attacks
your vibecoded app and does all this
cool crazy stuff. And then up here I
have a typical many chat flow where I
say comment code to get this free and
open source to secure your vibecoded
app. You then scroll down, you can see a
bunch of people are commenting things.
Uh I think we might have changed the
name in this particular case because
we're not getting open codes. We're
getting um I don't know like hands or
something like that. [gasps] Uh yeah, so
this you know agent and then what we'll
do is we'll actually comment just
message you to the person immediately
after. And then um we then start a DM
flow with them where we will give them
the asset usually in exchange for like
their email address or something to my
mailing list. Okay, so that's that's
kind of the context. And then um we also
have a bunch of other things that occur.
Uh you know the second that they sign
up, what we'll typically do is we'll
send them an email blast. And the email
blast is like a Maker School welcome for
instance, which you know Maker School is
my product. So uh we'll do like a Maker
School welcome. A Maker School welcome
just looks like this. Um, hi. Welcome to
Maker School. This won't be one of those
bloated stuffy onboarding emails. Just
the essentials. First, thanks for
joining. Make sure to read through our
onboarding guide. You'll see them in
Maker School every day. Just the
classics, right? Sort of like the post
purchase email that you would see in any
major big business. Okay, great. And I I
show all you guys this because I find it
annoying when I'm watching a course or
whatever and we're just doing isolated
cherrypicked tasks that don't really
kind of weave into a real business. You
know, this is my real business. We do uh
I think we did $280,000 selling this
exact product um last month, which is
like pretty damn chunky if I do say so
myself. We did so with an extremely lean
team. Um and the vast majority of it was
just through content and marketing like
I'm showing you guys how to do right now
with cloud code and stuff like that
optimizing it. Okay, so what are we
actually going to do today? Do you guys
see this email here? Hi-ash, welcome to
Maker School. Extremely excited to have
you with us. Is there anything
personalized or customized about this
email? No, there's nothing personalized
or customized about this email. This is
essentially just a mass email that we
are sending people. It's the same
goddamn thing every time. And you know,
somebody that is at the forefront of the
AI revolution, um that's kind of
annoying because with AI, we don't need
to suffer, you know, crappy templated
emails anymore. We actually collect a
fair amount of information about the
people that we work with. Um this isn't
uh exactly accurate, but you can imagine
how if somebody signs up to your mail
list, you would probably have
information like this from them. You'll
have their first name. You obviously
have their email address. Maybe you'd
have their company name. Maybe you'd
have reasons why they signed up. And so
I just added a bunch of like fake data
here with fake people. So none of these
people are real. At least not that I
know of. If they are, then uh it's a
bunch of monkeys on a typewriter making
Shakespeare. But you know, I just wanted
to give you guys an example of like all
the data that you that you could collect
and what you could do with some of that
data. So, what you could do with some of
that difference is instead of just
saying, "Hi, welcome to Maker School,"
you could obviously go, "Hi, Marcus.
Welcome to Maker School. That's neat."
Instead of just saying, you know, you'll
really like it here, it's like, you
know, I know you want to grow your
agency to 20K a month plus. Um, I will
help you with this through Maker School
or I don't know, hey Sally.
um you'll love Maker School specifically
because especially because you mention
um tech stuff being a bottleneck right
now. I will solve that for you, right?
Like Maker School will deal with that.
We're like, "Hey, you know, no, you use
HubSpot. Want to make sure you have XYZ
cool asset for HubSpot." So this is like
basic email segmentation, which most
marketers will know, but then we go one
level up because rather than just
inserting the variables verbatim like
most people will do, we're going to use
AI to customize the variables so that it
makes sense in the context of our mail
campaign.
>> [sighs]
>> And so this is essentially what I am
showing you guys how to do today. I'm
showing you guys how to use fuzzy
variables. That is sort of the the term.
So if I go back to my little draw app
here, um the whole idea is, you know, if
you guys use hard variables, it's stuff
like first name, company, city. These
are usually copied straight from the
data. And you know, this is stuff that
you already see in a lot of like email
campaigns and stuff like that. That's
fine, but we don't have to suffer that
anymore because hard variables are just
sort of like they're they're like a
byproduct of just how difficult it is
logistically to make high quality
personalized emails to scale. We have a
solution for that. So what we do is
we're just going to pass all these hard
variables through AI basically. And then
in doing so can actually just use my
damn pen tool. We're going to pass this
through AI. And in doing so, it'll turn
into I mean that probably wouldn't
actually because it's just first name,
but it'll turn into a much more enriched
variable like why their company is
interesting, right? So rather than like
taking the verbatim hobbies, Pottery and
Indie films, it it'll be like, "Hey
Pete, saw you love snowboarding and
drone flying. I live uh in X location a
couple of minutes away from like a
massive mountain and I go snowboarding
really often." So warmed my heart to see
that. Anyway, wanted to talk to you
about X today. like you can actually do
stuff like that um at scale and that
sort of personalization is leverage. So
yeah, that's what we're going to be
doing. We're going to be turning all
these hard variables into fuzzy
variables and then inserting them in an
email. Um and I have a couple other kind
of things I want to show you here um
that'll help drive home the point of
value. Okay, so here's what I want my
email to look like after all is said and
done. And this is different from how it
looks right right now. So just bear with
me. What I want to do first is I'm just
going to actually call them by their
name. So instead of just hi, it's going
to be like hey Nick. Uh second, I'm
going to remove the n dash because it's
kind of AIE and I don't want anything
that that's even remotely AI here. So
now it'll say hi Nick, welcome to Maker
School. Extremely excited to have you
with us, especially because short
plausible reason why they signed up.
What this is is a fuzzy variable. You'll
see that I use what's called uh camel
case where the first letter is lower,
right? And then eventually all the other
ones are high. It's kind of like a camel
in that the head is low and then the
there's a bunch of humps underneath
after that. Kind of interesting. It's a
programming convention. Um and then I
typically make them pretty long and
they're also quite descriptive. So short
plausible reason why they signed up.
That's actually for the AI agent. That's
not for me. Anyway, so extremely excited
to have you with us, especially because
I know you struggled with client uh or
like lead genen in the past or
especially because you mentioned you
struggled with lead genen in the past.
Boom. Now it's like, whoa, whoa, hold on
a second. What? You guys are reading all
these customized like whoa. Obviously,
it's like a it's a strong effect. First,
this won't be one of those blood bloated
stuffy onboarding emails, etc. Um, okay.
It covers what to do first, how to get
the most out of your group, and our
event structure. particularly useful in
your case because of short custom reason
why it's useful. So what what are we
doing here? We're doing the same thing.
We're just providing a short custom
reason why the onboarding guide will be
useful to you. Uh what we're going to do
is we're going to take those variables
that I just showed you earlier. Okay,
pretend that this is just all the data
we're getting from people. You know,
it's a little much. We're probably not
actually going to get that much data,
but I could see you get like why you
signed up and first name, last name
probably or maybe biggest challenge, one
of the two to minimize friction. They're
probably not going to add like 10
questions to your thing. And then down
over here, paraphrase challenge. I know
a big challenge for you is paraphrase
challenge. It's like, whoa, damn. Is
that Nick speaking to me seriously? Hm.
They got their AI stuff unlock, right?
So, yeah, this is more or less what
we're going to be doing. The question
is, how do you do it? Um, so first
things first, you know, get an email
template and then make the email
template really high quality like this.
Customize it with variables that you
could realistically fill based off of
whatever you are currently collecting as
part of your email flow. That's sort of
step one. Okay. But I'm assuming that
you guys are with me here and we've
already done this. So what's step two?
So I'm going to copy this and I'm going
to paste this up over here at the top of
a prompt. And then let me read out the
rest of this prompt to you. I'm not
going to read out the entire thing, but
I'm going to read out like a fair chunk
of it so you see how I'm going to do
this. First, I need you to personalize a
Google sheet of leads for an email
campaign. Here it is. The sheet has six
The sheet has columns. first name, last
name, email, company name, job title,
city, hobbies, why signed up, favorite
tool, and biggest challenge. This is
context for an email template that uses
these merge variables. That's just
another way to say what this is. Short
plausible reason why they signed up,
short custom reason why it's useful, and
paraphrased challenge. This email is a
welcome email for Maker School, Nixar's
AI automation coaching community, which
is school-based. It teaches people how
to get their first AI automation agency
client. Their email's tone is casual,
direct, no fluff, and first person from
neck. Task. Do this in one step without
pausing to ask clarifying questions.
First, read every row of the source
Google sheet. Use whatever drive or
sheets read tool you have to pull the
full row data. Do not guess or sample.
Second, for each row individually, write
three new column values that are custom
to that specific person, not pulled from
a shared lookup table or, you know,
keyed on some sort of repeated thing.
Even when two rows share the same text,
the generated copy should read
differently because you're allowed to
draw on their other fields to make each
one feel individually written. Vary
sentence structure and word choice row
to row. Avoid falling into a small set
of repeated template sentences. Then it
actually talks about the uh variables.
So short custom reason, short plausible
reason, paraphrase challenge. Do not
modify the original sheet. Instead,
create a new Google sheet. Upload via
drive. Do not attempt to write directly.
Title it this. include all original
columns plus the three new ones appended
at the end in this exact order. So this
is highly specific. I don't know if you
guys could tell but obviously AI helped
me write this and then before uploading
validate everything and then give me the
link to the sheet. Cool. So what I'm
going to do is I'm just going to give
this to the model. And if you guys
remember in a previous module we um
actually gave AI a Google Drive and so
it has access to our Google Drive and it
can do all of that stuff. It does not
have the ability to um you know create
new Google Sheets I don't think but what
it can do is it can use drive and drive
is you know a way that drive essentially
allows you to communicate with Google
sheets. Um so what we can do is we can
actually like we can spin up a Google
sheet despite not having access to edit
a Google sheet if that makes sense.
Yeah. To make a long story short the
Google API is highly confusing but um we
have the ability to make a new one. We
just can't edit it. And that's fine. So,
I picked this specific example and I'm
doing in this specific way so that I
don't have to walk you guys through
authorizing Google Sheets, which can
also be kind of a pain in the ass.
Anyway, what's kind of going on under
here? Well, it's writing the full data
set with handcrafted per row copy. Given
100 rows and three fields, it's going to
build this in a Python file as a list of
dict writing genuinely distinct copy for
each row using their specific job title,
city, hobbies, favorite tool, context.
So, whatever that means, uh, basically
what it's going to do is it's not going
to like do 100 sets. let's say um one at
a time. It's just going to rate like a
big huge database um just like regular
text by reading the job title, the city,
the hobbies, the favor tool, and then
just like doing it as a as a little
variable. So, yeah, this is probably
going to take a couple minutes. I'm not
going to waste your guys time. So, let
me cut when it's done. Okay. And it's
looking like it's now done all of the
rows that we need. Um just going to
build and validate the CSV itself. And
now it's doing a Google Drive create a
file. So, I want you guys to see this is
taking a fair amount of time. It's
taking a fair amount of time because I'm
doing this in in a session. Um, we
haven't actually built a skill for this
yet. What we're doing is we're just
doing this like the first time. And you
can imagine the first time would take
way way longer than any other time.
Eventually, the idea is uh we would just
run daily based off of the data that's
in our kit. And so, you know, people
fill things out, they're in our kit once
a day. You know, AI would look through,
see all the new signups in the kit, you
know, generate all these new variables
for them, and then send the send the
batch blast. That's a much simpler and
easier way of doing it. And then what's
cool is we don't actually have to wait
and do it in a session because it's
happening via a cloud routine. Um, we'll
get to that soon. But what's really
important, and I figure I'll take a
second just to talk about this, is you
should verify that you can actually do
the thing you want to do first. Like
always, like don't just trust that
you'll be able to do the thing that you
want to do. Like actually start at the
end, do the thing, and then work your
way backwards and systematize it after.
I don't know if you guys have noticed,
but in this course, that's basically
what we've done every time. We start
with the prompt, then we do the skill,
then we do the loop, then we finally do
the routine. And every time we verify,
is this thing actually doing what we
want it to do. And the reason why is so
that we don't end up in the shitty
situation, which I used to end up in all
the time when I started automating
stuff, where you have this grandiose
idea about all this amazing stuff you
want to do and all these great systems
and then you build them, but then the
output just isn't very good. [snorts]
And that's because you didn't start at
the end. You started at the beginning.
So, best just to start at the end, work
your way backwards after you've verified
that you can get the sort of output that
you want. like with our ad generator and
then worry about automating it. If you
can't get the output that you want, then
there's actually no point to automate in
the first place since you're automating
a process that sucks. So, you can see we
actually have the Google sheet right
over here or the the CSV rather not a
Google sheet. So, Marcus Hayes at marcus
northparters.com. If we go to short
plausible reason why they signed up,
you're trying to push north partners
past that 20k ceiling and you're betting
a automation is the lever. Short custom
reason why it's useful. We spend a lot
of time in repeatable atband systems,
which is exactly what fixes lead flow
that drives up between projects.
Paraphrase challenge. Marcus' biggest
challenge is that leads show up in burst
instead of a steady monthly rhythm.
Okay. And I think that actually probably
doesn't work. Blake's biggest challenge.
Blake's biggest challenge. Um, let me
just go through and read the thing.
I know a big challenge for you is
paraphrase. Yeah, that doesn't actually
make sense. So, clearly there was
something lost in translation. I'll have
to edit that. Um, I would say these are
okay variables right now. They're not
the best. They're a little too long. I
think um realistically we would we would
have written this like 1 2 3 4 5 6 7 8 9
10. Probably 10 words or so. So I think
I'm just going to like double back. Hey,
these look fantastic. Um we just need to
make them shorter. So short plausible
reason why they signed up should be
closer to 10 words. Short custom reason
why it's useful should also be closer to
10 words. And paraphrase challenge
should be maybe five words or so.
>> [sighs]
>> However, in paraphrase challenge,
instead of saying the person's name, you
need to write it in such a way that I'll
be able to insert it into the email copy
itself. As a reminder, here is the
actual email section that that text will
be inserted into.
I'm just going to go and copy this. Then
I will go back to pasting this. I'm just
going to add a slash here and then paste
it. So now it'll just redo that last gen
part and make it a lot shorter. So I'll
circle back when that's done, too.
What's cool too is this allows you to
essentially send a single template and
then turn it into a thousand private
letters. [sighs] So for instance, hi
Sarah, some templated stuff up here. Saw
you finished the cold email module. This
week's issue builds right on top of
that. Hi Mike, some templated message
right over here. I know you mentioned on
your call you wanted to leave your day
job by June. This one is for you.
Imagine if you had quality like that.
only this text is ultimately what's
going to change too, which allows you to
um build the rest of the template out
such that it's very high converting.
It's like a high quality offer. And this
is different from just having AI write
your entire email, right? AI writing
your entire email usually sucks. So
instead of that, what we're doing is
we're having a human being write the
entire email using practices that work.
Then we're just inserting a couple of
these variables here or there. So this
is a pretty solid strategy and it
doesn't really matter where you get your
data from. Like for instance, um I'm
going to show you guys how to do this in
cold outreach in a second. But
basically, like the only difference
between a newsletter and then cold
outreach is, you know, our first step is
not data collected by a newsletter
signup form. It's data collected or
scraped by usually on LinkedIn Sales
Navigator or an alternative. So,
wherever way you're getting your data,
um you guys can do quite a lot with this
method and uh hopefully you guys will
see it as valuably as I do. Okay, so
looking over here at the update. So you
guys could see now a short plausible
reason is you're pushing North P
partners past 20K a month. You want to
run lead genen for LuminOps that runs
while you sleep. You and your co-founder
want a lead genen engine. You're
launching Harbor Digital's automation
agency. You got curious how Claude could
sharpen your cold emails. These are all
far better. They're also way shorter.
And typically the fewer AI generated
words you have in your email as a
proportion of total words, the lower the
probability is. Anybody would be like,
"Wait a second, did AI write that?" Like
your biggest challenge is keeping up
with how fast AI changes. That's really
cool, right? If you consider that in the
context of our U template, it's like, I
know a big challenge for you is keeping
up with how fast AI moves. So, treat
this as an opportunity to solve it. Work
hard, put the energy in, and let's just
see how high you can climb. That's
pretty cool, right? And I mean,
obviously that's pretty custom. Okay.
So, uh yeah, now we are now we actually
have a prompt that can reproduce this.
Um what I am going to do is I'm just
going to um basically upload this list
and then like pre preview this so that
we could see, you know, whether or not
this is what we want it to look like.
So, I'm just going to go over to
subscribers and I'm going to hide the
rest of this from you. Now, in order to
do that in Kit, you have to add what's
called a custom field. And I think the
same might be true for Mailchimp. Um,
kind of annoying, but anyway, we're
going to go to the subscribers tab here.
Okay. Now, I'm going to go and add a
custom field here. And if you guys think
about it, we needed how many did we
need? Okay. And then eventually, you
will have all of these fields. So, first
name, just going to be first name. Uh,
last name. We don't actually have a last
name, which is unfortunate. Probably
shouldn't have added that. There's a
bunch of this stuff down here. What we
really want is we just want these,
right? Like we want short plausible
reason why they signed up. We want a
short custom reason why it's useful. And
then paraphrase challenge right here.
Then I'm going to go next. And you can
see that we can identify this import
with a new tag. Sorry for zooming in so
much. I just don't want this to, you
know, leak a bunch of personal
information. Okay. And now what I'm
going to do is I just want to preview
this so I can make sure that we're
actually getting the email. It looks
like there's just some issue here with
the variable. Well, it did get the first
name, but it didn't get any of those
expanded ones. So, I'm just going to
double check why. Probably the variable
syntax is a little bit different. Uh, I
think if I go here. Yeah. So, short
plausible reason why they signed up is
almost certainly different. I think they
just happen to use a different one. So,
that's fine. There you go. Looks like
there's just a space between the two and
it's uh subscriber and then all of it is
lowercase. This is short custom reason
why it's useful. We'll add that in. And
then this one here is paraphrase
challenge. Cool. So now if I go preview
and now if I preview as Marcus at North
Partnersh you guys could see it says hey
Marcus welcome to Maker School extremely
excited to have you with us especially
because you're pushing North Partners
past 20K a month with automation. This
down here is a second one particularly
useful in your case because we build
repeatable outbound systems that fix
inconsistent lead flow. So we should
remove the of. Then finally I know a big
challenge for you is getting consistent
leads every month. So treat this as an
opportunity to solve it. Boom. So,
pretty solid. We obviously just have one
thing we need to fix it because, right,
short custom reason goes here. Just
going to exit out of that. And then then
we'll do one more test just to make sure
that this does indeed work. Uh, where's
our newsletter? Rachel at LuminOps. So,
we'll go back to kit and then I'll go to
the preview button. Then, always good to
test these things, right? Especially
because you want lead genen for Lumops
that runs while you sleep. particularly
useful in your case because our
day-to-day structure turns lessons into
shipped automations. I know a big
challenge for you is finding time to
implement what you learn. Cool. That
looks fantastic to me. Awesome. So, what
we've done is we've done sort of the
proof of concept and we verified that we
can do this through a prompt. So, we
have to do now is we have to systematize
it. How do you systematize it? Well,
there are like a majillion different
ways you could. Um, but a simple one
that I think would make sense is if we
connect the kit API, okay, so whatever
uh their API key is in the back end to
Claude and what the skill does is every
day, okay, we pointed towards the new
email subscribers and like the previous,
I don't know, let's just say like 10
hours or something like that, 24 hours,
maybe once a day, uh, 24 hours in a
loop, I think would make sense. And then
it goes through and actually enriches.
So, it adds the custom fields, these why
they signed up, the biggest challenge,
the, you know, reasons why it's useful.
And then it is now in the campaign set
that publishes that broadcasted message.
So, I don't know entirely if this is
possible, but we're going to have Claude
help us. So, I'm actually just going to
go back here, close this out, clear this
out. Okay. Actually, no. Instead of
clearing this out, I think I'll keep
this. And then I'm just going to voice
dump.
Hey, my goal is now to turn this into a
skill. However, instead of doing this in
a Google sheet, I actually want to query
the kit API directly. Can you go and
find if there are all the endpoints that
I would need to do the following? One,
every 24 hours, check and see all of the
new subscribers to the mailing list.
Two, for each subscriber that is new,
run the query that we just did to create
those three variables. Then update the
custom fields. Three, um add them to
the, you know, welcome maker school
broadcast. Is this possible?
So now uh what I wanted to do is just go
out and do a little bit of research for
me. So it's come up with a couple of
ways to get what I asked for done. First
it'll create a tag called maker school
welcome pending. It'll then tag new
subscribers with it via some API call.
Then it'll update the draft broadcast to
filter on that tag and then send the set
the send at to now and then in doing so
it'll send after it's done it'll just
remove the maker school welcome pending
tat. That's kind of neat and I think
that like prevents double messages and
stuff like that. So here's what it is
doing uh every single day generating
these short fields from the profile
data, same logic as the sheets exercise
and so on and so forth. It will require
my kit API key and you know a bunch of
other information about it. So I'm just
going to wait until it's done and then
give it all that info. So that's fairly
easy to do. You just go to settings and
then I think we could probably do this
via MCP too now that I think about it.
Okay, never mind. I'm just taking a look
at this and it's saying that the MCP
does not actually cover what we need it
for which is kind of annoying. So, we
are going to have to do that um you know
API key thing. Unfortunate. Just one of
those things we tried. Uh we'll go back
to the dev tools. And as you guys can
see, I have an API key here. I'm just
going to go V4. We're going to call this
for YouTube. And I'm calling it that
because I am going to change this
immediately after uh the video. Okay.
So, first we need to disconnect the kit
API. Unfortunate, but you just have to
make sure that it's not part of your
flow if you want to use the API key
route. Then, uh I'm going to go add new
conversation. Go to local. I can click
on this little thing and I'll call it
kit API key equals that. Save it. I'll
say okay. Added kit. Let's just say
what did I actually call this thing for
Christ sake.
Kit API key. Added kit API key as a
local credential.
See if you can use it for something.
Um we'll see whether or not it actually
has access to that. So it's going to try
hitting a harmless readonly kit
endpoint.
If it is not in this shell, the
probability of this occurring uh sorry,
the situation in which it does not have
access to these things is probably just
because it's in the same conversation
thread as it was before and we just
added this in technically a new
conversation thread. And then it will
say, can you verify if kit API key
exists? Make a random query using
that variable. I added it to local
environment. you won't natively be able
to see it. So, just make a kit query.
And now what it's going to do is it's
going to just try to call the kit API
key and then um you know it'll
essentially allow us to verify in our
new thread whether or not that's fine.
So now it's testing a query against the
kit API to confirm that it is valid.
Cool. There you go. So it just actually
did so and everything is working fine.
What I'm going to do now is I'm just
going to paste our entire conversation
history from the last one which I can
find right over here all the way down to
the bottom. Then go all the way back up
here and paste that in. And in that way
I have continued the conversation. I've
just sort of taken it out of one thread
and then pumped it into another thread.
So uh what are we going to do here? Um
code review first then a readonly
verification pass. Yeah, sure. That
sounds good. Okay. And we got it. Um, we
now have the system that automates the
process of adding these paraphrase
challenges, short custom reasons why
it's useful, and short plausible reasons
why they signed up to emails. Um, I will
note that I did add a bunch of fake
emails in order to do this and I don't
want to blast a bunch of fake emails cuz
that is how you hurt your
deliverability. Uh, but this is now
actually pulling real data based off
challenges from my list and then it is
enriching it in this way. Um, so I have
that set up right now as a skill, which
is cool, but obviously I want to go past
just the skill and then I want to
eventually turn this into like a fully
automated system that just fires once a
day on my command. Um, and so, you know,
obviously we know how to do that via
loops because I just showed you guys how
to do that. Um, you could very easily
extend what I did via skill that runs
locally to a loop that runs locally as
well, just on a schedule. But, uh, now
we just need to turn it into a routine.
And if we head over to the routines tab,
you can see that we now have the routine
created. Run today's Maker School
welcome email personalization batch
against Kit contacts. This finds new
Maker School subscribers, generates
three personalized merge fields per
subscriber, writes them into Kit custom
fields, and sends the existing welcome
broadcast to exactly that day's new
signups. Uh, you have no local file
system access, no blah blah blah. And
then it gives me a bunch of information.
It gives it a bunch of information
rather about the kit API_key
which I just provisioned it access to by
heading over to you know a new routine
going into the cloud environment and
then um actually like manually
provisioning it that access. So you can
do so just by clicking on cloud and then
same thing that little like gear icon.
Hold on a second so I can move my head.
That little gear icon just to the right
of that and that'll open up a thing that
allows you to select your API key. Add
them in just like we did locally and
then uh yeah you're you're good to go.
So yeah, I mean like we we've done it
we've done this now I think a couple of
times and most people here are probably
significantly more familiar with the
workflow than they were when they
started. This is how I would recommend
you build these automated systems. You
have to hammer it out time and time
again manually over and over and over
until you eventually get what you want.
But when you do get what you want,
turning it into like a repeatable
process is quite simple. Start locally,
eventually you'll have it on the cloud.
But that's newsletter based. How about
cold outreachbased? Well, as mentioned,
the only major difference in the
pipelines that I built here between uh
warm newsletter and cold outreach is it
just changes where we're getting the
data. So, you know, over here in our
newsletter example, we got the data
through just people signing up on our
website, right? Or, you know, me sending
them a many chat link and them opting
into an offer. Well, over here on our
cold outreachbased flow, which is
another form of marketing, um what we do
is we just scrape their data from
services like LinkedIn Sales Navigator.
Then, you know, we connect them to a
bunch of these different services. Vein
is one of them. Air scale is another
one. Amplify is another one. You get a
bunch of raw rows and then cloud will
just read each row and write the fuzzy
variables before inserting into some
sort of templated platform. Big
difference is the templated platforms
are just different. Right? So um as
opposed to me using kit for instance
today I'm going to use a cold email
platform called instantly. Okay. And
this is just the exact same thing that
kit does. It's just instead of sending
it to people that have already opted in
uh to a mailing list and they want to
get and receive email from me. This is
for people that have never met me in
their entire lives and they don't know
who I am and I'm trying to sell them
regardless. And so I used to do this way
back in the day um quite a bit. You
know, I would go doortodoor and then
when that eventually failed, I would
pick up the phone and I would dial and
then when that would eventually fail, I
would start sending like cold outreach
via emails and DMs on X and Instagram
and all this stuff. And um the degree to
which you personalized your comps was
like the number one determining variable
to how likely people were to reply. You
know, if I sent a 100 DMs or emails and
they were totally templated and there
was nothing personalized. It was
literally just like, I don't know, even
like, "Hey, Nick, I have something that
could help you or something," I would
get maybe 1 to 2% of people replying.
But if I said, "Hey, Nick, love your
last vid, man." Or, "Big fan of XYZ
business, man. I want to help you with
this thing, and I think it makes sense
given what you're currently focusing
on," I would get like a 5% reply rate.
And so, that's like 200 to 250% of the
revenue if you just zoom out. uh because
every dollar I made was entirely
contingent on cold outreach. If I got
2.5 times better at cold outreach, I
would make 2.5 times the money. And you
think about that proposition with a lot
of companies that are doing doortodoor
cold emails, cold DMs, cold videos,
whatever. Um by weaving some form of
personalization into your process, you
can massively increase the profitability
of that business. And it is very much an
R or reachbased activity, too. So that's
what I'm going to show you guys how to
do here. Um, to make a long story short,
you basically start with the same flow.
You will usually have their name almost
certainly. Um, we'll usually have some
information about their company.
Sometimes we'll have scraped bios and
posts on social media platforms like
LinkedIn, but I'll show you guys how to
do this without it. And then we'll have,
you know, the icebreer icebreaker
actually written by. So, I don't know,
let's say this is some, you know, dental
firm and there are a bunch of posts that
uh talk about hiring hygienists or
something like that and how important it
is to do X, Y, and Z. Will you hire a
hygienist? Is that how you say that? Or
hygienists. Okay. Anyway, um what you
can do is you can have AI take that
information and then write a short
punchy icebreaker that's literally like,
"Hey, loved your post on hiring
hygienists." Boom. And then it just goes
right into the rest of your copy. Or in
this case with Omar at Peak Reefer, uh
Peak Roofing. Congrats on the second
crew. Imagine you see that immediately
after hiring a second crew and making a
post about it. You're like, "Hey, this
person knows who I am. This person's
actually watched and read my content.
This isn't totally cold outrage. This is
somebody that like meaningfully has a
connection with me." your open rates and
your reply rates are going to be through
the roof. Ain't no way you're getting an
X on that message. Uh I mean obviously
you still will because you know people
are quite discerning these days, but
it'll certainly improve the odds with
which you see success. My best email
copy on planet Earth so far has had over
a 20% reply rate. And uh you know I was
using a method like this combined with
conference leads which are leads that
are going to the same conference as you.
I had a bunch of information about their
companies. I was able to turn that into
a very convincing, very personalized
flow. And yeah, I had like a 20
something% reply, a positive reply rate,
which means like one in four people that
I emailed would send me back something
like, "Hey, Nick. Yeah, sure. That
sounds great, man. Let's chat. Do you
have any idea how much money I made from
that list?" It's it's insane. I've also
had cold email campaigns that are much
more conservative at a 2 to 4% reply
rate, and I've still made hundreds of
thousands of dollars from them. So, it's
not that you can't at a sufficient scale
make money from cold email, even if your
reply rates are kind of poor. It's just
you have to be smart about how you do
this sort of fuzzy variable generation.
Okay. So, yeah, that's what we're going
to do and it's going to be sweet. So,
first things first, I'm just going to
exit out of these kit pages because uh
Oh, and I should probably resend my API
key now that I think about it. So, I'll
do that after. Um, first things first,
you know, we got to get leads from
somewhere. A really simple and easy
place to get leads from is this service
here on uh a scraping platform called
Amplify. I use these ones all the time.
It's Pipeline Labs Leadfinder with
emails, Apollo, Zoom Info. Basically,
it's like a big database of leads and
then you just look for the leads based
off your filters. So, you'll have
filters like job title, I don't know,
I'm looking for founders. Seniority,
okay, I'm looking for seuite people.
Email status, you know, needs to be high
quality or deliverable. Phone status,
okay, this needs a phone so I can also
cold call them and so on and so forth.
And then you end up just paying for um I
guess a $1.50 to $180 per 1,000 leads in
order to, you know, actually like
connect them and talk to them. So,
pretty cool stuff. I'm not going to walk
through actually using it. Uh so if I
say pretty easy, you just try it and
then you enter in some of these filters
yourself and then boom, you know, you're
you're good. Now we're scraping a bunch
of leads. What I've done here in this
example lead list is I actually went
through and I did scrape real leads and
all of these are well not all of these
but a lot of these are actual real leads
and uh you know I just anonymized their
information so it's not actually real
people. So what you can expect with a
scrape like this is you can expect
something like this. So you'll have
fields like annual revenue, company
audience, company city, company country,
company description, company domain,
company industry,
uh LinkedIn URLs. This is like not real
LinkedIn URLs but fake ones. Company
name here, company specialties,
how cool is that? And then I think all
the way on the right you even get uh
their location. So their states, full
names of the person, functions, their
cities, and even the technologies that
they use in their company, which is
pretty wild. [gasps] So imagine, you
know, that you'd put all of this
information into a super smart
personalization sequence. I mean, you
really think you can't make something
that'll at least have the person on
either end raise an eyebrow and be like,
do I know this guy? Like, of course you
can. And that's the value in doing this
for marketing uh at scale. So the flow
here is going to be really, really
similar. nothing different whatsoever.
Um, just head back to this and then I'll
make a new a new chat. [gasps]
Um, yeah, very very similar. All we're
going to do is instead of doing this
via, you know, some sort of like warm
list, we're just going to do this via
cold list. And usually the only thing we
need in this email to be honest is just
like a an icebreaker. So, I'm just going
to whip up a really quick email for you
guys, showing you guys the sort of thing
that you can send that can get people to
click on it. Um, and then we'll kind of
go from there. And to be clear, this is
more sales than marketing, but I'm still
just going to write it out for you guys
cuz I think it's valuable for you to
see. So, usually it'll be like, hey,
first name or maybe yo, first name or
something like that. Um, saw
um thing in common.
I'm thing in common
too. Okay. So, okay. Email campaign
here. Uh, yo, Nick, saw you liked
Labradors. I have one myself and wanted
to say hi. I run B2B outbound for
agencies that do 5 mil a year and up. We
work with Meta and just help them close
500K in the last 45 days. Real talk,
I've done my research on you and I think
Leftclick is fairly close to that
number. If so, please hear me out. I
want to guarantee you an additional 20
book meetings every month with qualified
uh MSP vendors. It is probably another
one to two million a year if we play our
cards right. Would cost you $0 upfront
and I would do all the work myself. And
if I didn't hit that number, it would be
free, no cost whatsoever. And past that,
I get paid mostly a commission. I can
guarantee you 20 appointments a month in
perpetuity. Are you open to this? If so,
let me know and I can start generating
them for you right away. It would take
no more than 30 minutes over the phone.
As as mentioned, I'm serious and would
guarantee you results. Thanks, Nick. So,
is this going to, you know, win me any
awards? No, but this sort of email is
actually far better than the current
state of affairs. Uh maybe by the time
that you're watching this, you know, the
trends will have changed again. But
right now, um like lowercase, very
casual language tends to do well. And
the reason for that is because people
are really used to AI spam where all of
the wording and terminology and and
vocabulary in the email is like perfect.
They're used to like lots of M dashes.
They're used to perfect grammar. So when
they see stuff that's like intentionally
or unintentionally not perfect, they
start thinking like, okay, this is
probably a person, you know? Sure, man.
Maybe they suck at spelling, but it's
probably a person. And so, they'll
actually like read through your email
and not just think it's AI garbage. Uh,
which is kind of cool. So, believe it or
not, what they don't know is we actually
used AI for this. Their thing in common,
my thing in common is very valuable
here. So, uh, you know, there's a lot of
data in this example lead list, right? I
[snorts] don't know, man. I saw you guys
use Google Ads or something or like I
saw you guys have double click or I saw
you guys are, I don't know, in Chicago,
right? And like I spent some time in
Chicago. Like like you could talk
about whatever the heck you want.
Obviously, make it relevant. Make it
real. Just give AI like a big blurb
about all the things about your life and
let it do the matching. Uh, but yeah,
that's that's about it. So, what we do
is the exact same thing as before. I'm
just going to copy this and then I'm
going to dump this in.
Then I'm going to say [gasps] above is a
cold email template that I've been
sending. It's been working quite well.
However, I want to kick it up a notch
with AI based variables. Anything in the
two curly brackets here is an AI based
variable. And what these fuzzy variables
do is they naturally weave into the
context of the email. They don't seem
like variables. They just seem like real
human personalized segments. What I want
to do here is I want to feed you a bunch
of information about five leads and I
want to see how well you can weave in uh
their information into an email like
this. Okay, you'll be generating these
fuzzy variables based off of a bunch of
data basically.
Okay, so now what I'm going to do is I'm
going to go and actually grab like a
bunch of our leads. So [sighs and gasps]
I don't know, let's say we'll do one
here.
Okay, fine. Why don't we do one here?
Then I'll do one here.
Then I'll do one here.
and we'll do another one here. Okay, so
I'm just going to paste this in. Just
space this out a bit. Um, here are the
five leads that I want you to test this
out on. Um, create five email variants
so that I can take a look at them and uh
I will let you know if the quality is
okay. [gasps] You already know
everything you need to know about me in
order to make this happen. Nick Sarif,
feel free to do a little bit of research
on me if needed. These are hypothetical
demo prospects, so no amount of research
on them will yield any benefit. So,
don't worry about that. just because
I've noticed sometimes it does
additional research on them too. Okay,
so what are we doing? We are having it
start doing the search. The leads are
fine to test the fuzzy variable concept.
Quick flag. The templates numeric claims
are the kind of thing that gets outbound
account suspended and can cross into
deceptive claims territory if the
underlying numbers aren't real or
substantiated. Yes, yes, yes. Of course,
the idea is you can't just pull numbers
out of your ass. Like this is just a
demo, right? But um you need to make
sure that you actually have case studies
and and proven uh growth and stuff like
that. [gasps] Okay. Yo, Luke, saw you're
running performance marketing out of
Tampa. I've spent a lot of time in the
Florida agency scene, too, and wanted to
say hi. I run B2B Outbound for agencies
that do run $5 million a year. We work
with XCO and just helping close 500K in
the last 45 days. Real talk. I've done
my research on you and the Haven Group
is fairly close to that number. If so,
please hear me out. I want to book you
an additional blah blah blah blah and
blah blah blah blah. So, this looks
pretty solid. Um, let me just see if
there were any additional variables here
that I didn't notice. Yeah, qualified
prospects, right?
Qualified western brands entering China.
Qualified fintech wellness brands
wanting SEO and PPC. Qualified agencies
looking to automate their PPC
management. Qualified hiring managers
looking to build out search and social
media teams. And qualified SEO and PPC
clients ready to buy. Cool. So, do you
see kind of the idea here? Um, we just
have AI personalize it, but do so in a
very fuzzy way. And I'm sure you guys
can imagine if I fed in a big block of
information about who I was, all of my
life experiences, hell, my LinkedIn
profile, a bunch of other stuff, and I
said, "Here's data that you can use to
pull similarities between me and the
person, it would do quite quite well.
Uh, I'm just not because I don't really
want to showcase all of that right now."
And, uh, hopefully it's clear. You know,
you'd be sending this to people, but you
wouldn't really be publishing on the
internet, which I think is a little bit
different. So, yeah. I mean, um, pretty
cool, huh? Pretty cool. So, where do we
go from here? Well, we actually need to
weave this into, as mentioned, the
Google sheet itself. So, what I'm going
to do is I'm going to go back and I'm
going to say, "Okay, great. This is the
Google sheet."
I'm going to paste it in.
This is exactly what I wanted. However,
I now need you to actually and actively
update a Google sheet uh with those
variables. Add these columns to this
Google sheet and then customize them for
every uh row. The idea is I should be
able to insert those variables directly
into the email via merge variables and
have them be 100% readable and
contextually relevant. It's the exact
same thing that you just did. I'm just
giving this to you in a more structured
format.
Cool. And now it's going to run through
a flow very similar to what we were
doing before with the newsletter um and
the Google sheet except now we're doing
it via outbound. Okay. So, it just
actually wrapped that up and I ended up
proceeding saying great work on the lead
enrichment flow. It was quite nice. Uh
what I want to do now is set up a skill
where when I provide you a list of leads
like this, you'll go through and do the
entire process automatically. Basically,
input to the skill is a lead list.
Output of the skill is, you know, I want
a totally enriched lead list. Enriched
meaning um you know, a lead list that
has these four additional columns. So,
additionally, there were a lot of fields
in the CSV. I don't know if you guys can
tell, but like man, are these a lot of
fields. And I don't really like going
through all these fields all the time.
So, in addition, I said we currently
have a lot of fields in the CSV that
make it a pain in my butt to upload. So,
I'd like you to cut it down. The fields
we need are the four customization
fields as well as their first name, last
name, email address, company name,
company size, and so on. So, um yeah, I
mean, I sent that out. Uh I did it about
an hour ago. I was actually recording
the video and for whatever reason, my
audio cut off. Um so, I'll just give you
guys sort of a transcript playbyplay.
And [snorts] then it ended up asking me
a bunch of questions like, "Hey, what
sort of fields do I want? Location
fields? what's the input format that I
should do? Should it be a Google Sheets
link or should it be CSV or pasted text?
I ended up walking through it all the
way up until we actually ended up
getting um you know a trimmed version of
this which is a lot shorter and a lot
higher quality. And so this is what that
trimmed version looks like that now runs
via skill. First name Marcus, last name
Hayes, Marcus and North partners. As we
scroll through to the right, you'll see
that most of the superfluous fields have
now been removed and now we just have,
you know, my thing in common, their
thing in common, paraphrase, company
name, prospects, but their specific
terminology. It's very straightforward.
Okay. So, you know, we have the skill, I
guess, is what I'm trying to say. Um,
but I I wanted to extend it and kind of
take it a little bit further than just
that. And the reason why is because I
don't think it's sufficient for me
personally just to have like an input
output where I give it a lead list and
then, you know, it does all the work on
the lead list and returns it to me. I'd
actually like to go further. And I want
to go so far that in addition to
generating me the lead list, it actually
scrapes the leads to begin with. And
that sounds kind of crazy, but it's
actually fairly straightforward. If you
go back over here to Ampify on one of
the services that I was showing you guys
earlier, um I'll show you guys can
actually scrape the leads really easily
u manually. And so I'm just going to
pipe this in to the flow that we have so
that in addition to enriching the leads
with all this AI customized stuff. It
actually goes and finds the freaking
leads for me too. We do this thing
inside of LeftClick all the time. Uh
which is my AI automation agency. I
basically build things with cloud code
that economize various parts of growth
mostly marketing based flows. And as you
can see I just pumped in a brief query
looking for founders and owners at
businesses that were like agencies. So
SEO agencies and so on and so forth. You
see, we we actually just got a bunch of
emails. I mean, I just did this. I just
spent 18 cents and then I got a 100
freaking email addresses. What the heck
can I do with that? I can do a lot with
that, right? Anyway, so to make a long
story short, um what I want to do is I
want to have AI do all this for me. It's
not enough for me to like give it a lead
list. Um I prefer just to bypass the
lead list entirely. And so what I did in
addition to that is um you know, I gave
it some instructions saying I do all of
my lead scraping through a platform
called Ampify. What I want you to do is
actually steer Apify to scrape the leads
for me and then perform this enrichment
flow on the leads so that I can just
have all of them done in one shot and
ready for my email campaign. I'll give
you all the information you need in
order to connect it with Apify like the
MCP and the scrapers themselves. And
then all I want you to do is just bundle
that into the skill and test it on a
small subset. Let's do 100 leads to
start scrapes because I think that's the
minimum. And then you know I just wanted
it to enrich 10 of them to tell me um
whether or not it it actually ended up
working. And so pretty crazy but you can
just do this. Um, in my case, the way
that you do this with Ampify is, uh, I
think you have to go via API, uh, or
maybe you have to do, if I go back to
this actual scraper here, and then I go
over here to where it says MCP
configurator, it'll give me a URL. So,
all you have to do is you actually just
copy that URL, go back to cloud, then go
settings under cloud codes, connectors.
You can then create a new custom
connector called Appify and paste that
link in. And so, this will now just log
into Appify for you. And you can see
that I actually already ended up doing
this earlier. It's the same link right
over here. Okay, so that's about how
easy it is. It's really not that
difficult. Um, fairly straightforward as
long as you have the the MCP folder set
up. Immediately after it said a
connected, it can see the MCP tools.
Now, let me get the inputs for this
scraper and then it actually steers
scraper for me. So, I gave it some more
instructions as to the sorts of roles
that I look for. I usually look for
founder, CEO, co-founder, owners,
co-owners, partners, co-partners. You
can see I kind of went all over the
place and I settled on a new idea and my
new idea um was as follows. You know, I
was thinking about the best way to
structure this and I said, you know, how
do I typically do it? And it's always a
good idea to kind of think about the way
that you do it. What I do anytime I'm
scraping leads for marketing purposes is
I'll create a bunch of filters. I'll set
them myself, right? Then I'll scrape a
list.
And then what I'll do is I'll check the
list
to ensure
that the leads in the list
um match my ICP which is you know your
ideal customer persona and then usually
if maybe less than 75%
of the leads don't match my ICP
you know maybe sorry if less than 75% of
leads match basically more than 25% of
leads suck, then I'll just redo it and
I'll do it over and over and over again.
And I've realized that this is how I
work. So what I did is I explained this
to Claude. And then I said, "What I want
you to do is scrape a list of 100, then
go through 20 out of those 100 leads and
determine how many of them are in my
ICP. As long as more than 15 out of 20
are in my ICP, we're good. If it's less
than 15 out of 20, I want you to go back
and I want you to redo it." So what we
did is I basically took this SOP and
workflow and then I just turned it into
my skill. Okay? Okay. And you can
actually see that right here. It got
through. It asked me some questions
about this PPC agencies. And then it
went it went ahead and did it. And so I
ended up actually running this like I
think this ran four or five times just
redoing it over and over and over again.
The first time was 9 out of 20. I think
the second time was 9 out of 20. The
third time was 15 out of 20. And then
finally the fourth time and it just did
all this entirely on its own.
Self-driving was 19 out of 20. So I just
sat back. I ran the skill once and then
went and actually scraped a giant list
of leads for me. In addition to that, I
went through and enriched a big list of
leads for me with this. And so now we're
at the point where it's like, okay, what
the heck do we do with all of these
leads? Where do we put them? Um, and
that's the final step, which I'll show
you guys how to do right now. And, uh,
hope to god my dang microphone is
working this time. Okay. [snorts]
So, you know, I was talking about an app
that's used to deal with leads like
this. And, uh, the one that we like
using is called Instantly.
Instantly is basically a tool that
allows you to send emails unass um for
various campaigns entirely to a cold
audience, people that haven't basically
ever heard of you before. And that's
different from like the warm audience
campaigns which uh are typically managed
via things like you know Mailchimp kit
and so on and so forth. So, I have a
bunch of email campaigns set up here for
Clarvo, which is the startup, the
namesake of this hat. And uh, you know,
we're doing legal intake, staffing and
recruiting, automotive, BDC, and so on
and so forth. Up here, I set up a demo
campaign just to show you guys what it
would look like if we populated this
sequence. And so, what we have here is
the same copy that I put together
manually is now here in the sequence.
Subject line is first name. I have my
variables in here. And you're probably
wondering, okay, where do we go from
here? Well, it's actually pretty easy.
you can preview um the the forms or
rather preview the variables that are
filled. And so what I did was I imported
that list that I just generated, okay,
and enriched. And then I just plugged it
in here cuz I wanted to see what it
would look like. So Marcus receives an
email in his mailbox called Marcus. It
says, "Saw you're running a full service
Amazon marketing shop. I spent a lot of
time around Amazon seller agency circles
2 and wanted to say hi. Looks like our
campaign has an extra two. So, I'm
[clears throat] just going to remove
that extra two. Preview that and then
see how that how that goes. And that
looks pretty good. Maybe I'm going to
test somebody else. Um, so you're a
Google badge partner running out of
downtown Reno. Okay. How about Maya?
Performance-based SEO for businesses
with customuilt sites. How about rich
marketing? Onetrack mind of clients, not
just clicks. That one's kind of rough.
That one sounds kind of AI, but you're
never going to be able to fully escape
this. saw you're running an SEO SEM shop
out of uh
Bissi. I've worked with a few agencies
operating out of that region too. Wanted
to say hi. So, we now have this actually
like in our campaign. And what we could
do now is we could just send it. And so,
that's the skill. Now, obviously, we
could turn this into a loop,
[clears throat] but it depends on, you
know, like would you even need it to be
a loop? The only situation which would
actually make sense to turn this into a
loop is if you knew every single day you
were going to make a new campaign. So,
every day you needed a bunch of leads
available. But this is a good example of
like bottleneck thinking. To be honest,
I don't actually need this all the time.
Like I don't need one of my lead lists
to be ready for me every morning. Um I
could just do it on demand myself.
Hopefully you guys see how quick it is.
So yeah, you can very quickly and easily
turn it into a routine. Cloud routine.
You just tell Claude, "Hey man, turn
this into a routine. I want it to launch
at 5:59 a.m. every morning. Here's the
Appify connector. Here's everything
else." And I did so um you know in that
previous video uh and you know it works
well. Routine's right over here. Daily
Clervo Legion, it's called. Here's this
uh big block runs every day at 5:59 a.m.
PDT, [gasps and sighs] but I did that
more as just like a demonstration that,
you know, you can turn anything into a
routine. Not necessarily it makes sense
for us to turn this one into a routine.
Okay, so that that is it in a nutshell.
That's how to go basically from a
totally manual lead scraping process for
marketing services to actually
generating these marketing lists
entirely autonomously. Um, it's also how
to go from like standardized newsletters
using kit.com and then turning into like
a customized AI fuzzy variable-based
newsletter. All very straightforward if
you know what you're doing. And
hopefully I've shown you guys how easy
it is to to get out there and do it. And
that takes us to, if you think about it,
drum roll please, our next uh massive
build. So we are now done with our
personalized copy, which means we are
done with the top of funnel. Nice job
everybody. From here we can go down to
middle of funnel which is speed to lead
for appointment booking via email, SMS
and voice. And I just want to outline
the problem very quickly because I don't
think enough people appreciate just how
large of a problem it is. So the problem
in marketing is a lot of the time you
spend tons of money on leads.
We're talking like thousands, tens of
thousands of dollars. You do so in a
variety of ways. I mean, one, you buy
lead list, like I just showed you guys
earlier, you can do with platforms like
Ampify, but [clears throat] probably
what you're doing more more likely is
you're running ads, okay? And then after
a certain number of clicks to that ad,
somebody actually ends up booking a
meeting with you and and doing some sort
of intent, right? So, this is like a
typical setting. It's like a booked
meeting flow. And uh the issue is you
spend lots of money on leads, okay?
And then you only get a small fraction
of that money back.
The reason why is because most companies
that run advertisements of any kind,
hell, even organic brand-based
advertisements like I do on my YouTube
channel, is they do not treat their
leads with the time, energy, and respect
that they need in order to, you know,
make a ton of money with it. I want you
guys to think about leads, okay, this is
just some lead as basically being
directly convertible
to money. This is money, man. And this
is me drawing my little, you know, I
don't know how to do it, but the dude's
face, Thomas Jefferson or whatever. This
is money. This is just a giant stack of
bills. Um, this is a currency that is
directly convertible to, you know,
freedom dollars, Benjamins, Jefferson's.
I'm not American. If it's not clear, I
don't actually know what y'all call your
money. Um, but you can convert gleeds to
money. um if you know how to squeeze out
every last drop of it. The issue is most
people are just converting at a very low
exchange rate right now. So they spend,
you know, let's say $10,000 on leads a
month and then they will receive maybe
$20,000 on their leads a month, which is
a 2x ros, which is quite poor. Uh means
that you're spending 50% of every dollar
you earn basically on the marketing to
acquire that. It means your cost uh to
acquire, you know, a lead is about 50%
of what you make. [gasps] The the
reality is if you treat your leads
better, if you respond to them faster,
if you make them think it's more
customized and personalized, if you do
everything in your power to give them
the best experience possible before they
pay you, ideally after they pay you,
too. But that's definitely not
marketing's job. You can turn that
single solitary dollar sign into a lot
of dollar bills, y'all. And so this is
more or less what um I actually do all
day. And when I mean all day, I mean,
you know, like probably like 20 30% of
my day. Um, I do it so much that I
actually ended up starting a whole
business around this with a friend of
mine, uh, called Clearville. And the
idea behind this is very similar to what
I just talked about. You know, you paid
for the lead. You just paid, I don't
know, like a $30 cost per meeting or
something, okay? And if they're in your
calendar, you spent $30 on them. You
might as well make as much money out of
that person as humanly possible, right?
Just makes sense. So, you know, check in
with them immediately. Actually call
them ASAP within a few seconds of them
filling out your form. send them text
messages, follow up and squeeze them
like a damn wet rag. I mean, they gave
you your information and you bought
them, you might as well get the most
value out of them. In our case, the way
that we do it, and this is just a highle
explanation cuz again, I want to make
this contextually relevant for people
that are watching. um is we will weave
in flows that call leads immediately.
And then we'll also build what are
called dispositions, intelligent
dispositions, which are outcomes such
that if we call somebody and maybe they
don't pick up, we route them in the
right ways to the right places to
maximize the probability of them picking
up in the future. We also do things like
leave voicemails intelligently. We dial
them with good phone numbers that
maximize the possibility and probability
they'll pick up cuz how many people here
get random spam calls a day? Like we all
do now. Um we brand them. uh we you know
allow call centers uh visible monitoring
and stuff like that so we could see sort
of what people are saying what they're
doing and why it's not working. We
customized the information on our
immediate post uh post ad for form fill
calls such that we actually have like AI
that can help coach people. We do a lot
of stuff and um this is how we deliver
absolutely absurd outcomes for a lot of
the clients that we work with like a
home services company that uh I've
mentioned over and over and over again
on the channel but they're just probably
the best example of this. They were
spending god knows how much money on
leads before. I don't actually know the
figure. We took the revenue from 3 mil a
month to literally $9 million a month
which is 300% revenue growth simply by
treating their leads like gold. you
know, simply by actually calling these
leads ASAP, calling them consistently
and repeatedly, and then dialing them
with like really good dial practices.
[clears throat] Okay, so this is what a
speedtole system does really. Okay, and
it's um affectionately referred to as
S2L
in the industry. Those of you guys that
just want that spelled out, that's speed
to lead. It allows you to squeeze
significantly more juice out of leads.
If before,
[clears throat] let's say you get a new
lead, somebody that fills out a form or
an ad or something, and then I don't
know, you have an average wait time of,
let's say, 10 minutes before somebody
picks up the phone and dials them after
a speed to lead system. Okay? They'll
fill out the form and then on average,
they'll, I don't know, wait maybe like
30 seconds.
In doing so, the person that filled out
the form or the person that signed up to
your offer, opted in, they'll still be
in the same mindset that they were when
they actually did it. The longer that
they wait, the lower the likelihood is
that they're actually going to want to
engage in the offer cuz how many times
have you filled out a form for something
you don't actually need, but you just
kind of felt like you did in the moment,
right? Like we all do this sort of thing
all day long. So, yeah, that's um that's
sort of the idea here. And uh today,
what I'm going to do specifically with
you guys is is I'm going to show you a
simple system. Sorry, somebody's blowing
up my phone. They do not have branded
numbers though, so I'm not picking that
puppy up. Is I'm going to show you guys
a system that basically you're going to
have some sort of, you know, event. So,
I'm going to call this intent
demonstrated. And this intent can be
demonstrated in any way, whether it's a
form fill, whether it's a phone call,
whether it's an an email to your brand,
whether it's an SMS. And instead of it
taking, you know, like 10 minutes, um,
we're going to cut that down and we're
actually going to we're actually going
to get them talking to you within like
30 seconds. Hell, probably even less.
probably like 5 seconds. Uh what we're
going to do is immediately after we get
the message, okay, we're going to send
them a text/ SMS.
We're also going to send them a email.
Both of these are going to be AI
customized just like we customized our
outreach a moment ago based off the
information in the form fill. The
information in the form fill is going to
be stuff like I don't know their name.
It's going to be stuff like why they
signed up. It's going to be stuff like
their challenges, whatever sort of stuff
you collect on your um opt-ins for ads.
Then once we have AI do this, then we
can even extend this. And I don't know
if I'll get to that part today cuz I
don't know if that's super important,
but we can even extend this to some sort
of like merged call. And there are a
bunch of services out there that can
actually assist in the merging of call.
That's that's what we do over at
Clarabo. But it but it is more kind of
intense software that we would have to
build where you know there's somebody in
a call center or something and they just
constantly get merged into calls with
people that just filled out a form. Uh
and you know because they're getting
merged like the second that it happens
the person on the other end of the line
doesn't have to wait. Like the second
they fill out the form 5 seconds past
they get a phone call. It's like what?
You know back in the day I lived with uh
this guy Jonno and we were both running
kind of like wedding based videography
based photography based uh companies.
And I remember one day he he made over
like $20,000 one month and I was really
broke at the time, you know, eating rice
and beans for the most part. So I was
just like listening through the wall. He
was my roommate and I was just like,
"What the hell is going on? How's he
how's he doing this?" And he had like a
thing on his website where it would say
if you fill out this form, I will call
you within 30 seconds or something like
that. Maybe it was 60 seconds. And
people would fill it out and they would
be like, "Well, obviously he's not
actually gonna call me in 60 seconds."
But he had like a proprietary new, this
was six years agoish at the time,
version of this. He would text them
immediately, be like, "Hey, you know,
just saw you filled out the form. I'm
going to give you a ring in a second.
Stay tuned." He'd send them an email.
Hey, just following up on the text I
sent you a moment ago. Wanted to make
sure you had everything. And then he'd
immediately call them, too, based using
like an automated uh phone merge thing.
[gasps and sighs] So, very low hanging
fruit, right? But you'd just be
surprised at how many companies don't do
this. You'd be surprised how many
companies make $30,000 a month when they
could be making $100,000 a month or 50k
instead of like 150 or 200k. And what I
want to do is I want to show you guys
how to do that. um you know using uh
speed to lead. Okay, no more perishable
leads. Uh we're going to try and reach
other people in just a few minutes.
We're definitely not going to wait an
hour and we're definitely not going to
wait the next day. Um the amount of
money that your business makes is
directly contingent on all of this. So
it's very important that we we reach
out. So now that I'm done yapping, how
the hell are we going to do this? Well,
as I'm sure you can imagine, we're going
to use Claude. So what I'm going to do
is I'm just going to set up like a
hypothetical form fill. And this
hypothetical form fill I'm going to
build using cloud just to show you guys
that you can also build demos with cloud
and little artifacts. And we're just
going to pretend for a moment that that
uh form fill is like you know an ad
based form fill. And what do I mean by
ad- based form fill? I mean, like you
you literally go on a website like I'm
just going to type in like I don't know
like HVAC or something and you see that
there are uh I don't know people running
well actually just interestingly enough
there's like only a couple people that
are actually running ads here which is
so so fascinating and they're not even
running good ads. Okay, why don't I do
this? Let's just go I don't know like
air conditioning
installation hypothetically. Cool. So
you see we have an ad right here, right?
Let's say I'm on this page and I'm
filling out this form. So, we're
basically going to rebuild the flow that
would occur immediately after this. And
these are exactly the sorts of companies
that a speed to lead flow like crushes
for, by the way. Like, they tend to be
home services. They tend to be blue
collar. They tend to be really boring
businesses that you never would have
considered. Uh, but yeah, these guys
these guys would crush if they had
something like this. And I guarantee you
they don't. Maybe I'll fill it out just
to see how long it takes for them to
reach out to me. But no, I guess I'd
have to put my phone number on here, and
I don't really want to. Okay, so uh
yeah, let me let me run you guys through
this. First thing I'm going to do is I'm
going to go back to Claude. I'm going to
go new and I'll say, "Hey, I'm creating
a demo to show people how speed to lead
works. Essentially, I want to make a
simple form fill for a hypothetical
error conditioner installation service.
Pretend that I'm running an ad for this.
When I fill out the form, I want to
receive an email and my email address.
I'm then going to build a speed to lead
system that monitors that email address
and then um, you know, emails and then
SMSes them immediately after they fill
out the form.
So, help me build this HTML artifact,
whatever works, needs to actually send
me an email. Yep.
Okay. Now, in order to actually receive
these emails, we're going to need to
um actually fill this puppy out. So, I
don't know. I'm just going to do some
password. Can I use the term
password?
We'll say, "Hey, baby cakes.
Okay. And I'm going to register.
Perfect.
And uh what I'm going to do is I'm going
to use this as like the form fill
backend. Basically, you can't actually
set up a demo like this unless you have
a [sighs and gasps] something set up.
Maybe we'll say suggested by AI. What
prompted use, dude? Nothing. Let me sign
up for the love of God. Okay, we're
going to add a new form.
Okay, and we're back over here. Um I
just gave it a little form fill. uh
basically something that like wires in
an endpoint to allow it to connect to my
email. If you don't have something like
this, it can't actually send an email
directly from this page. So, it's kind
of [clears throat] annoying, but u I
just use a service called Form Scree.
It's totally free. It takes like two
seconds to sign up. Anyway, you can see
we actually have the the form here,
which is nice. Um it's nice. Like, it it
actually looks pretty good. I'm just
going to move my gigantic
handsome face out of the way. Um, my
girlfriend caught me calling my head
really big and fat, so now I call it a
handsome head. Uh, Summit error. New AC
installed in as little as 24 hours.
License insured and local. Get a fixed
price quote on a new high efficiency
system. No sales pressure in a surprise.
Sure, whatever. Expect a text and email
within 60 seconds. That's pretty cool.
So, now what I'm going to do is I'm
going to set up a system that actually
does this thing. Um, so yeah, let's do
it. Uh, it looks like I just need to
confirm some form fill service and then
it'll actually get sent. And it'll get
sent like this, which is about as clear
a speedtolebased system as possible.
And and if I go back to my email, you
can see it right over here, which is
cool. So, we've now verified that this
is entirely possible. And we also have
information like source, notes, service,
home, email, you know, zip code and and
all that stuff. [gasps] So, if I refresh
this, anything else we should know?
Cool. I can put some information in
there. Condo, new install, two twotory
units about 15 years old. I think what
I'll do
um make the anything we should know
field mandatory and then change it
because I want to use AI to take that
information and then weave it into a
cool email reply template.
[snorts]
So I'm just going to feed that in and
then Okay, cool. We now basically have
everything we need in order to make this
work. So what is the flow actually going
to look like? Uh well the flow is going
to be fairly straightforward. We're
going to start, okay, with
the lead filling out the ad. Immediately
after, I'm going to build a polling
system, which is going to be new to you
guys, but it's going to be a system that
essentially checks my email constantly
to see if emails exist that look like
this. And if they do, we are going to
send an email to that address
immediately. We're also going to
personalize an SMS. Now, there variety
of different ways to do SMS
personalization, uh, and stuff like
that. I'm going to show you guys a
simple way that I do it and then at the
end um I don't think we're actually
going to do the full call merge, but uh
I'll show you guys what you need to do
if you did want to do a full call merge
like let's say for a company that you're
working with that does phone based
marketing. And uh yeah, I mean like we
can do all this thing. We can also do
this in like 5 seconds. We can do this
not in 5 minutes, in 5 seconds. Um but I
think I'll probably spread it out just a
little bit so it doesn't seem like too
crazy.
And that is something worth noting like
if you do this too fast people will
think it is fake. So, you do have to
sort of be in the bounds of reason. Uh,
could be like 30 seconds. You could
insert like a little spelling mistake.
That's something that a lot of people
will do where they'll say like, "Hey,
Pete, just coming back from the office.
You know, just driving into the garage
right now. I just saw this and I will
call you. Can you give me like 3
minutes?" They do stuff like that to
make it seem more realistic. It just
depends on on sort of how you want to to
do it. Um, anyway, cool. So, what's
going on with your current system?
Awesome. Why don't I just take this and
load this in a new browser? So, we'll
actually go file speak demo. So, this is
actually like live. Well, not live. It's
just on my computer. Um, and then I'm
going to fill this out. So, Nikki wiki,
we'll go. There you go.
And then we'll go nick at
leftclick.aair. That is my business
name. And we'll do condo service needed
new install. And then I'll say
um hm I don't know. Can't make the top
floor cold. Please help get my free
quote. Cool. You're on the list. Summon
air specialist is reviewing your request
now. I'm just verifying that this 100%
works.
You can see here in my email that we did
just receive it, which is great. So,
what am I going to do now? I'm going to
go back to Claude and now that we built
this demo, I'll say, "Excellent. Now
that we have this system, I need a way
to pull my mailbox for new form fills."
Okay. And next up, it is checking my
Gmail to see if it can connect to um you
know my my address and then grab all the
information. I would recommend just
doing this through a Gmail connector
directly. So you can just go to
connector and then go Gmail. I'm going
to connect this directly.
Then I'll go down to continue. I'll
select all. And now I can read, compose,
and send emails from my Gmail. So then I
will go back here. Then I'll just stop
this cuz it's on a wild goose chase.
Hey, I just added a connector. So, you
can uh take a look at that now. Cool.
That looks pretty solid to me. And now
that we have this information, looks
like it's skipping the whole OOTH dance.
At least that's what it's saying. So,
it's going to connect that to
nicholas@gmail.com, which just happens
to be one of my many emails. And it's
even going to go and full pull one full
message to see the body format.
Hopefully, it's going to pull the nicks
one. Let's see. Looks like it's also
parsing this out correctly, which is
nice. And now it's going to O. Just
verifying that the OOTH client is
usable. Should just try and log me in.
Okay, cool. I think it did. Okay. And it
looks like we also now have a list of
all the leads. And it's even giving me
the number of seconds since they got
sent, which is awesome. All right. So,
from here, we need to build some sort of
polling system that actively checks the
mailbox uh once every minute to see if
there are new entries that aren't
already part of, you know, the old list
of entries. So, we need two things. We
need one, a way to verify that these are
new. And then two, we need a way to
basically take that information and then
immediately send an email back to them,
you know, asking them questions and then
verifying and making it seem real human.
I'm going to give you the copy in a sec.
Okay, so it's going to go and do that.
Um, while it's doing that, I'm just
going to go to Google Docs and just
write a couple of messages. So, email is
going to be a little bit longer, but I
think what I'm going to do is I'll just
say re first name because that makes
sense. And if you get an email, it's
like repeater and then I'll say air
conditioning. That's going to be the
subject line. Um, and then I'll say,
"Hey, Peter, you know, first name,
sorry, just got your request.
I hear paraphrased version of their
request."
Just got your form or just saw you
filled out a form. I hear a paraphrased
version of your request. Will happily
help you with that. I or someone on my
team will call you in the next I don't
know let's just say 5 minutes.
Thanks Nick. And maybe just you know for
my own sanity I'm not going to use Nick.
I'll pretend that the person's name
that's calling is Jonah. So hey Nick,
just saw you filled out a form. I hear
your upstairs is getting pretty hot
these days. We'll happily help you with
that. I or someone on my team will call
you in the next five minutes. Maybe I'll
say we'll call you in the next five
minutes.
to book a time to come. Or maybe I won't
even mention that
and sort this out. Cool. Why don't we do
that? Now, um for SMS, typically you
want something way shorter. Um there's
like 160 character constraints on SMS.
So, I'm just going to go here uh and say
okay, ooth off me. I'm going to go back
here and I'll say SMS limit characters
because I just want to see how many. So,
it's 160. So, we have to be very very
careful about how many characters we're
writing in order for this to make any
sense whatsoever. Um, just while uh
we're doing this, it is going to ask me
to authenticate. So, I'm just going to
verify that it can. And then I'm going
to say something like, "Hi, first name.
Why don't we start with my email?"
Actually, this this is probably already
100 characters to be honest. 176. Yeah.
So, it's just a little bit too much.
I'll say, "Hi, first name.
Just got your request.
I know paraphrased version of their
request
calling you in the next five men
to sort this out.
Jonah, right? So in the worst case, hi,
you know, Antonius,
just got your request. I know
paraphrased version of request and this
is quite long as is. So realistically,
like this will probably be about 20 or
30 characters anyway. We'll say short
paraphrase version of this request
calling you in the next five men to sort
this out and then it'll be Jonah.
Maybe we'll actually just make that even
shorter. Basically, we want to minimize
the probability that this will spill
with the AI variable fills. And you
know, there is a potential case of them
having a really long name. So, if that
is the case, that would suck. Okay, so
this looks pretty good to me. I'm now
just going to fill this in. This is
going to be like email copy. This is
going to be like SMS copy.
And then what I'm going to do is I'm
going to feed this in to AI and I'll say
so this is the copy that I want to send
back immediately. Um because we're just
working on email right now. Just do the
email one. For a paraphrased version of
the request right at maximum like 10 or
maybe 15 words or so. Keep it really
short. The shorter it is the more human
it seems. And when you send the email,
make sure to send it like really
casually formatted just like I provided
to you. not stray from this template.
Um, the 60-cond scheduleuler sounds
awesome.
Okay. And then we'll fire that off.
Okay. And it's looking like we are now
sending and receiving emails. This one
just came in a moment ago as a test. I'm
just going to It looks like for whatever
reason, it's like pretty short. I don't
know if this is normal. Yeah. Okay. And
just while I was doing this, I was
experimenting with SMS. So, there's a
service out there called Qo. It's
formerly called Open Phone. And uh I've
had Open Phone for a long time. They've
since changed their name and stuff like
that, but uh it's just a requirement to
like have a a b an American business and
then set up an American bank account.
You need to have like a phone number for
legitimacy purposes. And I was just
curious to see like, hey, if I had one
of these, can I text from it? And I can.
Um so, I'm just going to use that as my
example because I want to show you guys
what an SMS and email combined flow
looks like. But if you guys don't have
one of these, you can also set them up
using Twilio. you do have to wait and
actually set up like a phone number via
um what's called A2P verification or
registration. This takes a while. Um and
you know I think people on average have
waited probably somewhere between like 2
days to maybe like 7 or 14 days. You can
also get rejected which is kind of
annoying and it's a relatively new um
it's a relatively new requirement by the
American government to ensure that there
isn't just like tremendous amounts of
phone spam. So you know it's not a bad
thing per se. It's not necessarily
horrific, but uh yeah, because of these
spam message increases, they've now sort
of made it so that you have to wait a
little bit. And I had to do A2P2 with
Kuo, but uh you know, mine's done, so
I'm just going to use that as example.
Anyway, everything I'm about to show you
with Qo is the exact same thing with
Twilio. It's just the interface is going
to look a little bit different. The same
core principles apply. just um you know,
whatever platform you use, whether it is
Qo or Twilio, which is the main one that
most people use, or some other thing,
you're just going to go by the API key
and just give it to your model. Anyway,
just running through the test here, you
could see that we just got a new form
submission from Dana Whitfield. It
includes my email address despite the
fact that it is Dana cuz I'm I'm sending
it back um to me and I obviously want to
make sure that email is going to be
fine. The upstairs bedrooms never cool
down no matter what we set the
thermostat to. Unit is maybe 12 years
old. So, this is all the information
that we need. Let's see what happens.
Hey, and if we check my sent mailbox,
you can see that we just replied saying,
"Hey, Dana, just saw you filled out a
form. I hear the AC at your house needs
a look. We'll happily help you with
that. We'll call you in the next 5
minutes and sort this out. Thanks,
Jonah." Again, you know, keep in mind,
Jonah, Dana, Nicholas, we're all
blending together into one formless
entity. Um, I'm just using my own email.
Ideally, this would be something
different. One more thing. Now, I want
to integrate that phone number flow. So,
how am I going to do that? Um, I'm going
to go and check to see if they have an
API or an MCP that I can plug into. Just
looking up MCP. Looks like they do have
integrations with Claude and Chat GPT.
So, let's see. Do we have an MCP here?
It looks like we do. Just looking up the
service. Um, oh, and it looks like
they're actually part of Claude now. So,
that's good. I can go back here and then
go to settings. Go down to connectors.
I'm actually going to type Qo. And it
doesn't look like it has my connected
one. And so I think that's cuz I need to
search through their default ones
instead. So I'm going to go back to
connectors.
Then what I want is
browse. So I'm looking at theirs. I'm
typing qo. I'm seeing this one. I'm
connecting now. And this should allow
the firing of SMS messages even without
me. So there we go. Qo cloud connector
is requesting permission to access my
business workspace. It's now connected
which looks great.
Okay. And if I go back to this
conversation, I'll also say, could you
check to see if you have Kuo access? And
if so, can you send a number, a text to
my number? Okay. And I don't know if you
guys could see this, but I just got a
message from this number. U basically
pretending that I was Dana. Um, hey
Dana, just got your request. I know the
AC house needs a look. Calling you in
the next 5 minutes, Jonah. So, uh, this
works, right? We just actually sent the
SMS and it only really took me a few
seconds. That's how easy it is to
integrate different platforms if they
are available in the Claude MCP sort of
connector list. So, I'm going to go
ahead and turn that from a series of
prompts into a dedicated skill and then
I'm going to show you guys how to loop
this. Um, you guys can loop this
locally. You can also do it via routine
since we're cloud connected uh aka we
have connector integrations. All of this
stuff is capable of occurring entirely
autonomously without any of us now.
Cool, cool, cool. It's now doing one
final test. I just had to reroute it
away from building like a script. Uh it
just usually wants to do this because
it's more computationally efficient. But
if you think about it, the whole idea
here is we are going to run this like in
a loop. We're just going to do it via
routines. And speaking of routines, um
we are going to set one up here. It's
going to be cloud-based. As you can see,
we have a Gmail connector. Uh we also
have a Google Drive connector. We have a
Gmail app. I'm going to take that out. A
Higsfield. Going to take that out. And I
think that's it. We just need Gmail. We
need kuo. So with all that in mind, um
I'm not going to set this up entirely
just yet. I want to see the results of
that last test, but I'm just going to
have it generate copy for the routine
and then run it. We just tested this on
a new lead called Priya. Hey Priya, just
saw you filled out a form. I hear
upstairs is stuck at 80 even with the AC
running. We'll happily help you with
that. We'll call you in the next 5
minutes and sort this out. I also just
got a text message saying, "Hi Priya,
just got your request right over here."
So both of these were basically done
immediately, right? And ideally they are
done in like a humanized way like this.
Some snippet that is short, you know,
not super overly long, but still written
like a human being would write it. And
now what it's also doing is creating me
a routine. Um, I asked it to upgrade
this and basically turn it into a clawed
thing. So all of this is good.
Everything looked basically perfect. And
we are now actually generating the
routine.md, which is right over here.
I'm then going to paste this in. Just
don't want to scroll too far down so I
don't leak my damn phone number for the
4 days time. We'll call this speed to
lead SMS and email. And then yeah, the
connectors I want are um Gmail and Quo.
And here we're going to want to do a
couple different things um in addition.
So I mean like we could do it scheduled
where like every single time it'll pull,
but routines are a little bit different.
Like routines
um they are capable of getting run via
API. What that means is we can basically
wait for a trigger and then only respond
when we get a request. So if you think
about it, what we really could do is we
could trigger every time somebody fills
out that form. Okay, wait a few seconds.
That'll land in our inbox and then we'll
fire the routine only then. And it's a
lot more efficient uh to do it that way.
So that's what I'm going to do. I'll go
call via API. You could still run the
polling approach like I was showing you
guys how to do uh locally on your
computer. Uh but I think this is
probably like a much simpler way. can't
really do this API thing if it's local,
which is why it's more of a routine
based thing. Yeah, this looks pretty
solid to me. I'm just going to click
create. Now, we have a token that'll
allow us to fire the routine via post.
So, just going to copy it here. I'm
going to say here's the token. Please
set this up. Cool. And you can actually
see these runs working right now. Um,
this is actually like literally firing
off and being sent. So, initializing the
session, starting Cloud Code. Here's a
bunch of the the data and the
information. And no, I did not leak my
phone number. Thank goodness. Um, so
it's just going to double check the
connectors responsive and actually go
ahead and fire them off. Searching for
the send and label tools, confirming
Gmail. Looks like it does have Gmail.
And uh, yeah, I mean now we have our
little speed delete system set up as a
cloud routine and it runs um, via some
remote trigger um, sort of API as
opposed to something different. So
that's that. I mean like we just built a
speed delete system. You can obviously
take this further if you want to by
doing things like automatic call
merging. The way that automatic call
merging works um just for your
convenience is it'll call both of us
simultaneously. So there'll be some
third phone number that'll call me and
it'll call them at the same time and so
we're both going to get rings on our
phones. So ideally you would pick up
fast, right? It's trigger based and the
first person to pick up is going to be
in the call. Um that way there won't be
latency like when the other person comes
onto the call. But yeah, you could do
this with like big setting teams and
stuff. And uh the presence of this
versus not having the presence of like a
call merge system for something that
like makes sense to be dealt with over
the phone and you know a lot of mid to
high ticket offers do makes a real big
difference. But think about it. You're
now slapping them with an email. You're
slapping them with an SMS. You're
slapping them with a phone call. Really
the only missing piece here before you
get something that is kind of like
Clarvo is just like tracking
dispositions and then doing follow-ups.
So, pump pumping this into some sort of
CRM um you know, scheduling follow-up
calls by people on your team and so on.
That is more sales based. So, I'm not
going to talk about that in today's
course, probably in a future course. Um
but yeah, I just wanted to make sure
that we all knew how to squeeze the
juice out of the leads to the biggest
and best extent possible.
And if you think about it, that now
takes us to our next task, which you
know, now that we've done our middle
ofunnel speed to lead for appointment
booking and I want to do middle ofunnel
data collection and tracking, uh things
like UTMs, things like actually building
a dashboard and so on. All skills that
are very important and will serve you
quite well in your marketing journey. Uh
but first, I am going to go eat a big
fat dinner. I'll be right back. Okay, so
dashboards. What the hell is the purpose
of a dashboard? It's obviously to
visualize [clears throat]
a data. in our case, marketing data. And
you know, a big question is how do we
make dashboards that both showcase
marketing data in like an effective and
simple way while also making use of all
of the really cool features of cloud
code and uh AI agents in general um to,
you know, make them not absolutely ask
to look at. So, you know, this is like a
naive approach that I think most people
would probably do. They'd basically just
pump in a bunch of their marketing data
to cloud code, say visualize it, and
then end up with something like this.
We're going to make something that is
far far better and far higher quality.
And we're going to do so in a couple of
ways. Um, you know, this is for a
hypothetical company called North Beam
Digital. If I zoom in here so you guys
can maybe see a little bit better. It
tracks uh the total ad spend, the
sessions, the leads, the blended CPL,
closed one deals, one. Um, but the
problem is, you know, like when people
visualize stuff like this, they're not
really treating it like what it really
is, which is a web design project. Uh,
you know, dashboards nowadays are just
like HTML. And HTML is hypertext markup
language. It's essentially the language
of websites and you go a lot further if
you treat you know what you are building
as uh like literally just like a
glorified website um than you know is
like necessarily a data showcase tool.
So yeah, I'm going to show you guys how
to make stuff like this way way better
and I'm also going to show you guys how
to visualize data in ways that allow you
to share them with virtually everybody
in your organization. If I scroll way
down here to my little marketing um
section, like you have access to
virtually everything that you could
possibly need already. You know, meta
ads, your spend and clicks, Google
Analytics, G4, Stripe, your revenue,
CRM, email platforms, stuff like that.
Your issue is they all tend to be spread
between multiple platforms. And so, you
know, like all of these realistically
will live in different places. The whole
idea of like a unified cloud code build
dashboard is we get to create a bunch of
connectors that connect to these
platforms which hopefully you've already
seen is fairly straightforward, right?
You just get an MCP or something and go
for it and then build what is
technically referred to as an ingestion
pipeline.
Um, and then your ingestion pipeline
just runs on like a daily, weekly or
monthly sequence to pump into some sort
of dashboard. So that you know that's
sort of the idea here. U we're just
going to get out of like the super
disconnected dashboards and build like a
single source of truth. Um what's really
cool is you know back in the old days
and I say this as somebody that used to
run a marketing agency. It was our
primary deliverable. Um you know we'd
have like a report day once a month and
uh the whole idea was you know at the
end of the month we'd go through all our
spreadsheets and stuff like that and put
together really nice reports send those
reports to the clients and the reports
are almost like sales mechanisms. You
know we we we try and tune them so that
they look as sexy as possible. try and
get the client to, you know, review it
and be like, "Wow, I'm really getting
good return on investment and stuff like
that." Um, it was a massive pain in the
butt to import data from all these
different places. But now the idea is
we're not necessarily going to have like
a report day. It's just going to be a
dynamic dashboard that does the
ingestion automatically and then, you
know, shows the data um pretty
constantly. And I think you guys
realistically have everything that you
need in order to do that, right? Like
we've now built loops. We know how to
build routines. We know how to build
systems that can essentially log into
services and grab data without us. So,
how far of like a leap is it
realistically to like have an online
asset that is automatically updated?
It's really not that big of a leap at
all. Um, in addition, I think would be
really cool, at least for us, is to take
the dashboard that we're building and
then provide some sort of like AI
questionnaire functionality where not
only can we like, you know, talk to our
AI about it, but maybe, you know, a
client or something can come in on a
dashboard and then query an AI maybe
locally on the dashboard to tell us
stuff about it. So, uh, I'm going to
extend our own little marketing
dashboard, which is going to look much,
much better, into something like that.
Make it a little bit more dynamic in
that way. We'll have basically like an
like an like an AI assistant. I'm
capable of analyzing stuff. The actual
flow itself up here is going to be
fairly straightforward. Um, we're just
going to build dashboards for a client
based off of the information that, uh,
we're tracking for them. So, all the
KPIs of interest, you know, like meta
ads, uh, total number of sessions of
their website and stuff like that. It'll
then read all the API docs on all the
platforms, write the tests and the
queries and then generate a dashboard
page which is refreshed by a cloud
routine. And yeah, I mean I don't want
to make the whole basis of you know this
part just a bunch of AI generated
visuals. Hopefully you guys understand
we are going to go from super sad
frustrated guy over here on the left to
super cool chill guy over here drinking
his coffee uh with a cute little robot
pointing at it. Okay, so that's the
idea. How do we actually do so? Well,
step one realistically is like
assembling your data. Okay. So, um let
me just move this a little bit over here
otherwise it starts getting kind of
laggy. Step one is assembling your data.
So, I am going to use default sort of
templated data here. Um our data is
going to include a variety of sources.
We're going to have like hypothetical
Facebook ads. We're going to have
hypothetical like website visits. Um
we're going to have hypothetical sales
data as well. Um, I know it's not
marketing data necessarily, but we're
going to have like logs from
salespeople. I think we'll even have
like email stats and we're going to
combine all of this into um, you know,
claude as mentioned. Worth noting mine
is not going to exist on the cloud. Mine
is going to exist in basically like a
big CSV. CSV just stands for
commaepparated value. It's basically
like a Google sheet. And the reason why
is because I I just don't want to
actually pull all of my stats for you
guys because a lot of that stuff uh as
we saw with the kit marketing emails is
sort of proprietary and it's also sort
of private. So what I've done is I've
just dumped in a bunch of fake data to
you know a bunch of files that will just
pretend to be our databases. Um now and
then once we've assembled the data we're
then going to visualize it. Um
and what's really cool is we're actually
going to generate like I don't know five
or six different variants.
Uh, and so, you know, I think the way
most people do this is they'll just try
and oneshot it and then they end up with
like a really ugly design like this,
right? Um, I don't know. I just I don't
think this is a very efficient layout. I
don't think this is very good for a
client. I think you can do way better
than that. So, what I'm going to do is
I'm going to take that idea and then I'm
actually just going to generate a
variety of different variants. And then
we're going to pick a variant that we
really like, like B. And then what B is
going to do is it's going to make a
bunch of other variants. Maybe A, B, C,
D. And then maybe we'll pick C. Then C
will do a couple variants like A and
then B. And then maybe we'll pick A. So
now what we've done is we've basically
gone through, you know, three different
iteration periods to find like the best
dashboard ever. And what's cool too is
you can just repeat this process anytime
if you wanted to visualize different
data. Um, so that's going to be sort of
my web design process. And then third,
we're going to add some sort of like AI
assistant functionality.
[gasps] So why don't we start with the
first, which is fairly straightforward,
just assembling all of our data. Okay,
so this is all of the data in uh my
quote unquote database. And as you guys
can see, we have a lot. We have DIM
channels, clients, sales reps, fact
activities, fact ad creatives, agency
financials, attribution paths,
backlinks, budget pacing, call tracking,
uh, number of calls, channel daily. I
mean, these are these are massive kind
of data dumps, right? U we even have
like client summaries and monthly time
series. I will show you what a couple of
these look like just for your own
sanity, but uh you know just for you
know I think the sake of time and and
whatnot. Um I would recommend you just
let's find something reasonably big
activities. I'd recommend you just
assume this is like Google Analytics or
something like that. Just going to
import this and show you guys what the
spreadsheet realistically looks like. So
this is fact activities which is going
to show a bunch of activities um that
include different reps that are doing
things. This is total number of calls,
emails replied and so on and so forth.
This is basically like a time log. And
so in this way, you know, I'm sure you
guys can imagine if you guys have some
sort of time logged data within your
company. You could figure out, okay,
like, you know, how much time has rep
four spent, let's say, in the last 24
hours. Well, what I can do is I can sort
or filter by activity date. I could
clear all the values except for uh well,
I guess this is about a year ago, but
let's just hypothetically say it's
today, which is um August the 6th,
right? And then we can filter by, I
don't know, rep one. And then we can
actually add up their total time here.
2,940 seconds to determine how long
they've actually spent. 2940 divided by
60 means they've actually only really
logged 49 minutes of activities. Maybe
then we can make some determination as
to their productivity, right? Okay. So,
this is the sort of data that we have.
Uh a lot of other data as well, like um
let me show you just one more that I
think is probably a little bit more
representative. Um, you know, we have a
bunch of sales rep stuff, but I don't
know, maybe we'll do G4 data. That
probably makes more sense. This is going
to be a really big one, mind you. 6.1
megabits. So, just uh bear with me here
as I actually do the upload. I'm going
to append this to the sheet just so that
I could visualize both of these
simultaneously. We just scroll down a
tiny bit. You'll see what that actually
looks like. We have over 10,000 rows,
right? And so, this activity data was I
think up to like 30,000 or something.
Yeah, approximately. right about here,
50,000, sorry. And then here's where all
the Google Analytics data starts. Check
this out. I mean, we have like the
client ID, the channel, we have the
country, the number of sessions on their
website, the number of engaged sessions,
the bounce rate, the pages per session,
and so on. I mean, we we have a lot of
stuff here, right? Um, ideally, this
would be interpretable to you, but just
wanted to make sure you guys see saw
like the degree of data we were working
with here. It is honestly pretty
freaking insane. [gasps] Okay. Anyway,
so where do we go from here? Um, first
things first, if I want to visualize
stuff, I'm going to open um up Claude.
And then what I'm going to do is in a
new chat, okay, I'm going to go and find
all of this data, which is in marketing
dashboard data. Okay, and then I'm going
to hold this button here, and I'm
actually just going to feed it a brief
description of all of the data, as well
as the data folder itself. So now I'm
going to say, hey, this is a super
detailed um database that contains all
of the information on a hypothetical set
of companies that I am using to develop
a dashboard for for a YouTube video that
I'm recording. I want you to go through
all of the data and for every bit of
data, I want you to see if there are
ways to combine the databases logically
or if the databases are discussing, you
know, things that are naturally linked
together. Uh then create a highle
structure using this. We're going to use
this to create the pages of our
database. For now, we'll scaffold them
really simply. Just provide me a few
candidate structures that I can look at
and then determine, you know, how to how
to lay it out. Okay. And just before I
do that, um I want to talk a little bit
about model intelligence. For most of
the course, I've actually been using
Sonnet 5, which is like a last
generation model. It's not a very
intelligent model whatsoever. Um the
smarter that you know your needs get,
the more intense like your design needs
and stuff like that get typically the
more intelligent the model you have to
use. So I think like last video or maybe
the module before I went from Sonnet 5
to Opus 5 just because I was I was
wanting to see how much of the errors
that the model was making was due to
just like its model intelligence and it
really wasn't all that much. However,
for high quality design purposes, I
really do recommend using the best
models possible and they'll just save
you a tremendous amount of time and
energy. And so that's what I'm going to
do with Fable 5. I'm just going to run
it on usage credits. You can see that
it's asking me to buy a certain number
of credits over here. So, I don't know.
I'm just going to buy, let's just say,
$20 in credits. Uh, make my life a
little easy. It'll initiate the purchase
and go through. Uh, and you don't need
to do this if you have, I think, um,
like a max plan. You only need to do
this if you're on a pro plan. I actually
have like a max pro plan. It's just I've
decided not to use it today cuz I want
you guys to have the same experience
that I do. And I presume most of you
guys are probably going to be on, you
know, the smaller plan, not like the
super major plan. So, this is what that
UX looks like if you actually buy one.
Um, okay, cool. So, we have that. And I
don't know, my monthly credit usage
limits probably going to be 20 bucks.
I'm not going to turn on auto reload.
And then what I'll do is I'm just going
to um basically rerun this with Fable 5.
And then instead of medium, I'm going to
go to high. Okay, which tends to be like
reasonable. I just swapped to Fable 5.
I'd like you to revisit these what makes
the most logical sense. Assume the
analysis done before was by a dumber,
less capable model. And so what I've
done is I've taken all of the stuff that
we had before and I've just fed it to
Fable 5 um because you know these models
share context. And so this is like the
Opus 5 recommendations which are okay.
Did so off of medium reasoning. Uh I
want Fable 5 on high which is just again
the absolute most highquality data
humanly possible.
Okay. So working through it again the
structure is actually more constrained
than a matter of preference. Three
properties of the data set force the
answer. The anomaly distribution
dictates the primary axis of the seven
stories fiber client scoped. One is
global, one is rep scoped. A funnel
ordered layout scatters each client
story across five pages. The deal the
death spiral shows up as a traffic blip
on one page. They're talking about a
specific client. A clientcentric layout
is the only one each planted story is
visible as a story on a single screen.
Since the anomalies are the entire demo,
this alone settles the primary axis.
Two, the coverage gaps punish global
pages. E-commerce exists for 4 out of 12
clients. Attribution for 44% of leads.
GBP is local business flavored and then
the grain mismatches dictate what cannot
be client tabs. So here is what it
recommends. Overview portfolio grid
alert feed performance traffic pipeline
search presence commercial and this is
client broken down by ID. Um specific
channels sales teams and then signals.
So I like this idea and I'm going to say
yes. And you know if there was something
here that I didn't like obviously I
don't just have to take the model's word
for it. This model despite being super
smart makes a lot of issue uh a lot of
errors as well. Um I just think that
this is a reasonable breakdown of the
data that I was um u working with here.
They are like client-based uh and so you
can see opus did not do the same thing.
Funnel oriented overview acquisition
traffic and site client centric agency
overview client detail channel analysis
candidate C persona question. Are we
hitting the number? Where's the money
going? Is the site converting? These are
all very different approaches and uh
Fable basically just jumped right in and
then determined the the highest quality
approach immediately. So, it's going to
scaffold those five pages for me and I'm
just going to loop around when it's
done. Once it's done the scaffolding, uh
then I'm actually going to like turn
this from just like a scaffold project
into like a design project. And I'll
show you guys what it looks like when
you do cool high quality web design uh
with, you know, Fable and these other
models. Actually, while I'm at it, I
mean, like this is um Fable Design 25. I
made this website a while back. Uh it's
called Fable 25. And basically, I had
Fable just like create a bunch of
extremely highquality, well-designed
sites. And I say well-designed here in
like a relative term. Um these sites are
not really the sorts of sites that you'd
realistically probably want, you know,
to build a dashboard off of, but they
are very impressive and they they
showcase just how high quality Fable
really is at stuff like this. So, um I
don't know, how about this one here?
Right. This is like extraordinarily
interactive website where we actually
are modeling all of these and we're
doing it while also flipping between
different font sizes uh and also
autocasting them. You know, this over
here is like a sexy architecture website
with like cool effects, right? You can
do pretty crazy stuff these days. This
one's like cool typography stuff. So, we
don't need to feel constrained by design
really to any extent and um Fable 5 can
do a really really good job. It's just
important to approach it in a specific
way. Get the data on the page. Once you
have the data on the page, then you skin
it and select high-quality iterations.
You can see the example that it has put
together uh which is very in-depth. It's
an extremely extremely detailed
database. And I mean the design is far
better than whatever we uh did before
with that much dumber model. As you can
see, you also have the ability to click
into a specific client, which is kind of
neat. And you can see the leads per day.
You can see the traffic collapse. Uh
what they do is they have naive SQL
threshold detection over the engagement
window. Basically, if something drops
off or comes up really really quickly,
um you can see it right here. It'll
actually show you like it'll say, for
instance, hey, there's a weird lead flow
collapse happening for CL10, that's
client 10 on the week of, I don't know,
March uh I don't know, 9th, 2026. On
average, you guys normally get 57 leads.
Now, you guys are getting three leads.
So, I think it's like a 5x difference
threshold or something like that. And uh
that's how you determine whether or not
something is weird. But then you also
have a breakdown of areas that it kind
of makes sense to point out. So, hey,
you know, here's a conversion rate jump.
The baseline percentage is 1.65. Okay,
so 1.65% and now it's 2.23. So, what
we've done is we basically 1.25 or
1.5xed total results. You can see that
sort of law hold across the board here.
And so, this is like good information
for you to like present to a client.
Then down at the very bottom, you can
see they're also doing a bunch of stuff
on rep rate wins. So, you know, like
these are sales representatives and uh
you know, this guy has, I don't know, a
win rate of 15.6% on deals, so about one
in seven calls. Um, team average
percentage is, oh, sorry, this guy's not
a winner. He's a he's a loser. The team
average percentage is 24.2%. His win
rate is 15.6%. So, it's like, hm, okay,
maybe maybe I should do something about
that. So, Fable is going through this
with me and basically doing the
evaluation to try and figure out what's
going on. Um, we're clicking through all
these different clients. Just making
sure that like nothing here is is weird.
End of all of this. It has gone through
and done all of the testing. Um, I just
want to verify that I haven't actually
ended up using more than my fable usage
limit. [sighs and gasps] So, it's
looking like the cost of this session
was 94% fable $13. I just want to make
100% sure that as something that um just
worked out.
Let me actually go through usage
credits. you know, we realistically
didn't burn through them. And it looks
like for that dashboard, which to be
clear is, you know, this controls like
20 clients or something like that and
tens of thousands upon tens of thousands
upon tens of thousands of rows of data.
Like, it's not a it's not a trivial
build. That cost me $18 Canadian dollars
or about 13 12 or 13 American, which I
think you guys are probably more used
to. So, that's big, right? I mean, we
just spent a lot of money. But the
reason why I did this with Fable is
because now we have basically the
scaffold.
We have the architecture here. And what
we can do is we can take this
extraordinarily detailed super in-depth
um dashboard and now we can just spin it
into like 20 different variants. What do
I mean by this? Well, what I'm going to
do now is I'm going to go from Fable 5
to Opus 5. Okay. And I'll keep it at um
high just for simplicity. And let me
just see if I can make this fast. I
don't know if I can. Yeah, it doesn't
look like I can. That's okay. Fast mode
just allows your model to operate a
little bit faster. Now, I'm going to go
back to Opus 5, which um is not being
built as part of my usage limits. Uh
sorry, it's not being built as like
extra credit. It's being built as part
of my usage limits. And now I can spin
it.
Hey, now that we've built this extremely
um highquality scaffold, what I want to
do is I want to spin this in five
different designs. Aka, I want you to
generate five highly different variants
each. I'd like you to spawn five sub
agents all working on this project
simultaneously using HTML. Um, go nuts
here. Really demonstrate the diversity
and range of your visual uh design
appeal and give me something that just
looks really really awesome and
interesting on all of them. Key focus
should be interpretability obviously uh
usability and practical UX. UX that
actually does serve uh the user. Okay,
sorry it turns out you can't use extra
high on Opus 5, I don't think. Um, in
case you guys didn't know, you can
actually spawn multiple sub agents
simultaneously that are all working on
things for you at the same time. This
consumes vastly more usage limit than if
you were to do it in serial or a linear
manner like most of us are used to, but
it also allows you when you're doing
something like creating five different
designs to design things far faster. The
whole principle here is parallelization.
And I'm glad we're doing a design
project cuz I I did want to talk about
this at some point in the program. Um,
but basically what we want to do is, you
know, if you think about it, the way
that we were doing things before is we
had one process. Okay, maybe make this a
little bit bigger. And why don't I
actually draw this on the uh dashboard
here? That'll allow you guys to see this
um in perpetuity and then we can come
back to it. You know what we're doing
before is we have one process, okay? And
then we want to do another process, we
want to do another process, and then
maybe we want to do a couple more.
What we were doing is we were proceeding
in like a linear manner.
And when you do things in a linear
manner with agents, there is a certain
time cost. So maybe in order to go from
1 to 2 takes 5 minutes. In order to go
from 2 to 3 takes 5 minutes. In order to
go from 3 to 4, it takes 5 minutes. In
order to go from 4 to 5, it takes 5
minutes. What that means logically
speaking is if you add up the total
amount of time
that is 5 + 5 + 5 + 5 20 minutes in
total. Well, when you have um
parallelizable
uh processes and I define a
parallelizable process with agents as a
process where you can spawn multiple
agents working on the same data resource
but whose actions are independent and do
not impact the actions of other agents.
Then you can do something really cool.
You could start with step one, but then
you know what you can do? You can spawn,
you know, two, three, four. Well, I
guess probably just one more here. And
then you can immediately combine those
into some next process six such that
okay, from 1 to 2 3 4 and 5, it's only 5
minutes. And from 2 3 4 5 and 6 to 2 3 4
5 26, it's only another 5 minutes. So
now if you think about it, this whole
process here, okay,
this is only uh 10 minutes long. And so
we're comparing it to a process that's
previously 20 minutes that has a lot of
weight times. Well, now we're just doing
that waiting kind of in one shot. We're
just immediately generating all of the
variants that we want. And this second
half might not even be necessary as we
will see. But generally speaking, what
I'll do is I'll I'll try and combine the
best portions of each of these variants
and then um stick them in one. So the
upside obviously okay if we look at the
pro of parallelization it's it's way
faster okay it also allows you to search
a lot of what's called the solution
space which is the space of all possible
solutions to your problem the cons are
you know it's much more expensive so I'm
just going to say not cheap [laughter]
because you are doing a lot of this and
two um in order for you to be able to do
this each of these processes need to
inherently be like non-moniitored
Um, and what that means is,
you know, it's like
higher I'm going to say higher risk of
failure. But it's okay if there's a
higher risk of failure because logically
speaking um we don't really mind uh you
know as long as the models are capable
of I don't know going out and doing
these things um you know reasonably
autonomously like it's okay if we do it
five times only like one of those
actually need to work right or be
sufficient to our taste. But anyway yeah
that's that's more or less the process.
Okay so checking back in on our model
you can see that we've now spawned five
sub agents. One is doing an editorial
style design. Another is doing a
terminal style design. Another is doing
a Swiss style design. Another is doing a
dense operation style design. And the
last is doing a warm print style design.
And two things that built into the brief
that matter for the video that I'm
recording. Every variant must find the
same seven anomalies, which is pretty
interesting. I guess it's trying to like
improve my ability to make this video
because I'd be able to cut between each
of these and show you guys what each of
the data sources are. [gasps] Okay, so
this is the reference scaffold right
over here. This is what we were looking
at before. Okay. And it's just like bare
bones. It's kind of a very neat and kind
of sleek design. It's not doing a lot of
BS here, uh, which I like. But, uh, I
wanted I want to kick this up a notch
and I want to show us all of the same
information just at much higher quality
and levels of granularity. Now, what's
really cool here on the right hand side,
you can see we actually have a monitor
that's showing all of the current agents
that are in progress. Um if I move my
head just a little bit so you guys could
see this my my luscious head. Um we can
see here we have one called Northbeam.
Now this is actually the main agent.
This is build editorial variant that's
agent one. Terminal variant agent two.
Swiss variant agent three. Dense ops
variant agent four and warm print
variant agent 5. So we actually have
transcripts of all of these. We can see
the tools that and we can actually just
jump into this at any point in time to
see what's going on.
And you can see sort of what's happening
here, right? It's actually designing
like this editorial thing as like a
quarterly review style, um, you know,
uh, design, which is kind of neat. You
can see how deep we're going with some
of these designs. Um, I mean, look at
that. That is next level. We have
basically the same data. It's just being
shown to us and sort of portrayed a
little bit differently. Dare I say, you
know, a little bit better. Um, so I'm
looking forward to seeing all these when
they are done. I will be real with you.
This doesn't occur immediately. I mean,
I was saying 5 minutes there, not as a
uh prescription. Like, it's not going to
take exactly 5 minutes. In this case,
it's 854, 841, 827, 812, and 756.
They're all just like lagging behind
each other a little bit. Um, but yeah,
that's more or less where we're at.
Okay. And it's now just doing some final
checks. You can see down over here, we
are approaching our usage limit, which
means we have used a lot of cloud. Um,
however, this one is basically finished.
and see the same thing happening for
I think this terminal variant as well.
It's just finishing up now. Uh we can
actually see the the website sort of
live if I make this bigger. So we can
jump to a client very easily just by
using this little terminal structure.
You know, I think I think this is
probably one of my better ones. This one
here is pretty interesting. It's almost
like an auto group. This one here is
like the north beam report. This one
here is almost like a I don't know. It's
like a consulting style channel.
Although you could see one of these is a
little bit off. And I think this is that
original one at the very beginning. So
I'm going to got 1 2 3 4 5. Cool. Okay.
So up here we actually can see the
different variants. Um I think I'm going
to see if I can go back to number one.
But there's now V1's, V2s, V3s, V4s, and
then V5s. Um they're unfortunately
titled kind of annoyingly. So let me see
if I can just copy and paste this. This
is dense ops. Take a look at this. I
like dense ops. uh looks far better in
light mode. I'd say what we see here is
overview on the lefth hand side channels
underneath. So we can see all the
different channels that are contributing
or not contributing to uh the economics.
And this is across all of our clients,
not just one of them. Our sales, so our
team win rate, total deals won, revenue,
closed, average sales cycle, and then
signals as well. These signals are the
ones that I was mentioning pop up
essentially anytime that you um you know
have a major increase or decrease in
something. So there's wins with
conversion rate jumps, but also losses
with traffic collapse. Then you have
specific client pages. You can actually
see their performance, their traffic,
you can see the pipeline, you could see
um you know rep performance on the
account, see who's the best, who's the
worst, and then search. Like I I hope
it's clear this is like a full product
in and of itself. It is extraordinarily
high quality. And um you know this you
can set it up so that it pulls from the
database every morning. Um, I've even
seen a particular uh company, a big
company, you know, they make, I don't
know, probably somewhere between 20 to
$30 million a year, uh, actually take
one of these dashboards and just put it
up on their televisions. They, instead
of structuring it like this, do so in
like a like a slideshow kind of way
where the metrics kind of populate as
the day goes on and then the reps that
are responsible for specific things
constantly see it in front of them. I
mean, you know, maybe that's a little
bit more basic and we've been doing
stuff like that for a while, but yeah,
you can do you can do fantastic work
with um Fable nowadays and cloud code.
This one over here is that terminalbased
style one. So, you can go overview, see
everything in front of you here. You can
then click into a specific client, which
is cool. I like the color scheme of this
one a lot. You know, you have LinkedIn
ads, Google ads through search, organic
search. You can drill down like pretty
far with this stuff. And obviously, we
can add filtering functionality if we
want to.
>> [gasps]
>> Um, I like that you can also just go 1 2
3 4 5 6. So that's what I'm doing here
with that smooth scroll. So maybe you
load up, you deliver a presentation
using this dashboard, and you go to two,
traffic, you go to three, pipeline, for
search. This one over here is much more
punchy and engaging, I'd say, but also
more like a visual portfolio project. So
here you can see the client portfolio.
You can click into the client itself and
actually see the growth over time. I'm a
little bit zoomed in, so let me just
zoom out, make it look a little bit
better. That's what we got here. Um, you
could see active, churned, health, MR,
all of that. And, uh, yeah, I mean, this
one is looking at it, I think, on a
30-day timeline, but yeah, you can
obviously change that, too. Pretty
clean. Now, the last thing is now that
we built a dashboard, we actually need
to get this somewhere, and I want to put
this on the internet and make this
accessible to people that are within my
organization. So, how do you do so?
There are variety of different ways. Um,
the way that I'm going to do it is using
a platform called Netlify, which
essentially allows me just to put static
information on the internet for
virtually free. Uh, in my case, I think
it is free. I think they have like a
free plan where it's free forever. You
can deploy however many websites you
want. Uh, or maybe you can do 300
websites a month or something like that.
But still way more websites than I ever
possibly need. So, I already have the
site. I'm just going to click login, but
you guys can obviously um, you know,
sign up to a new one. Once in, we need
our Netlefi remote MCP server. So,
similar to how we did before, I'm now
going to go up here, go to settings.
I'll then go to connectors, add add
custom connector, add this, and then I'm
going to call this netifi. And if it
starts looking weird like that, you just
kind of pull this back and just do um
you don't add the npx sections here. All
you need is this. Once you're done,
click add. It'll then check the
connection, ask you to connect to it.
So, that's what I'll do here. And now
I'll authorize this so it has access to
my client projects now. And I can go
back and so here are all the things that
it can do. It can uh I don't know import
a cloud design from a URL. It can, you
know, set up a new job, create, deploy,
and manage my websites. And uh that's
virtually what I want. So yeah, as I was
doing this, it uh said usage limit was
reached. So I did go and I bought I
think another $15 of it or something
like that. Uh keep in mind that you guys
don't have to do this. I have just been
making like a 5 hour course in basically
a day. So 5 hours of a probably much
longer course in basically a day. So,
the probability that you guys yourselves
would breach these loot usage limits as
quickly as I did quite low. Um, but what
I'll do here is uh just voice discate.
My goal is I want to get this on the
internet. My favorite was V3. I just
connected the Netlefi MCP. I would like
you to add this and upload this to
Netlifi and then password protect it.
Make the password 1 2 3 4 5. Okay. So,
here is the finished app. Uh, it has
both a light mode and a dark mode. this
is a great internal thing to be able to
send to you or your clients. Uh I'm sure
you guys could see how easy it would be
to just gate it so that this is just
like for one specific client. Maybe
you'd use a URL parameter or something
like that like you know client equals X
and maybe there'd be a special password
for them, a different password for
somebody else. What we just did is we we
basically recreated like agency
analytics or another one of those sorts
of marketing uh visualization softwares
and we did so for realistically about
like $15 in tokens. Um, but I'll be
honest, this is way more data than you
would ever ever have on any one of
those. You're not just dumping the stuff
into a Google sheet here. This is like,
as you guys saw, over 50,000, maybe a
100,000 rows of data. So, you also have
like a little client health score on the
uh side here with like a health thing
that has been generated. Um, you could
see, you know, their their whole
pipeline, their funnel, and where they
dropped off. So, this would be
considered like a warning or a dead
zone. And then you can also filter based
off of CPL. You can also see there's a
big bump in CPL here from an average of
about 100 bucks to literally like 1,100.
And that whole idea is just so that you
guys could see like, hey, you know,
what's going on? Oh, there's some sort
of alert basis for this client. This
client is, uh, you know, suffering for
whatever reason. And so, uh, let me see
which one was that. Torque Auto Group
with CL10. If we go back to signals
here, you can see CL10 on the week of
March the 9th, um, was critical. It got
three leads versus its usual 58. uh you
know and there were also CPC spikes for
10 as well. Um but I think they were
like so great that we're probably not
seeing them on this dashboard. Point
that I'm making is you guys can design
basically your own apps at this point
very easily and very um
straightforwardly. I would encourage you
guys have something like this at least
for your own companies. Uh it's very
easy to put together along with a data
ingestion pipeline. You know you could
do this thing in I don't know probably
like 30 minutes or so just like I did
here. Um and keep in mind I was also
just using cheap models and I was being
quite rate limited as well. um you know,
like for my own companies because tokens
are not a concern. You know, it's like a
business expense and I'm happy to spend
a tremendous amount. I think one month I
spent like 14 or $15,000 on them. Um I'm
I'm fine just like blasting everything
with Fable 5, spawning multiple Fable 5
sub agents and then even using fast
mode, which is a feature that allows the
model, I think, to achieve somewhere
around a 2x speed multiple. Um it
doesn't really matter to me, but you
know, in our case, I was trying to do it
the way that everybody else does it
because I want you to understand and be
able to learn. Um, we still got
something extraordinarily economically
valuable done in just half an hour. And
that takes me to that middle of funnel
data collection and tracking item now
done. All we really have left on the
project side is a automation of
highquality follow-ups again via email
and SMS. We'll use the same um tools
that we used back here to do our speed
delete. It's just now instead of it
being event driven, it's going to be
schedule driven. We're basically going
to come up with the cadence by which we
are following up entirely on our own.
And I'm going to show you guys that
tomorrow. Okay, so today we're going to
take everything that we learned in the
previous set of builds and then apply it
to a really practical marketing
activity. And this one also does kind of
verge on sales similar to the uh uh not
the last one which is the dashboard one
before which was speed to lead, but it's
still really important and yeah, I think
it's worth you guys spending at least a
little bit of time internalizing that.
Um what it's going to be is we're going
to automate high quality follow-ups via
email and SMS. And so just like last
time I used this platform called Kuo,
which I'm not affiliated with at all.
You guys can do whatever the heck you
want. I'm going to use Kuo for this one.
Um, but I'm going to walk you guys
through how to set it up on Twilio as
well. And then over here, I'm just going
to use my email connector, which I've
shown you guys how to do, too. And this
is a really, really high ROI sort of
setup. What it looks like for people
that are unacquainted with this sort of
thing is um, most of the time sales and
marketing functions within a company
will work out of a CRM and that just
stands for customer relationship
management platform. customer
relationship management platforms just
have a bunch of leads that are arrayed
sort of uh including all of the
conversation history between you and the
prospect and so on. And so I've actually
like built out a really simple customer
relationship manager right over here. As
you guys could see, we have a bunch of
different fields. Let me just make this
a little easier to see. Um our
hypothetical CRM, and this is actually
pretty close to my real CRM. Um although
it, you know, I made it a little bit
different. I'm not just giving
everything away. But basically, you'll
have like a company name, let's say.
You'll have a certain amount of money
that the deal is pending for. So, maybe
this is a $4,200 deal for Silver Birch
Wellness. Uh you have the contact. You
have, you know, the date that the
invoice was sent. Maybe um I don't know,
uh number of days outstanding before
people pay you. Uh your due date, you
know, when the [snorts] invoice was due
and and when it eventually got paid, the
various services therein, and so on and
so forth. And what it really is, if you
just think about it, is this is a
glorified Google sheet, right? In our
case, it's happening on a platform
called ClickUp, but obviously you can do
this on whatever platform you want.
Typically, you'll separate them into
different stages. So, these are clients
that are actively in progress. These are
clients whose invoices are upcoming, who
we sent a while ago, and you know, we're
like waiting for them to pay for us to
start. And, you know, the question
behind the CRM is basically, you know,
after a while, man, this gets pretty
complicated. There are a lot of people
and a lot of them have different due
dates. A lot of them are for different
amounts and stuff like that. um how can
we stay on top of it and actually make
sure to actively follow up with all the
people that need to be followed up with
that are paying us and or not paying us.
And that's where a system like what I'm
proposing really comes in handy. So the
reality is most people are not following
up on their invoices anywhere near as
robustly as they should. Also, people
aren't checking in with prospects for
any uh part of the marketing stack,
whether it is beginning the business
relationship or it's even just like,
"Hey, are you making it to the to the
meeting that we booked last week?" Um,
so if you guys just follow up more,
you'll usually make significantly more
money. And I don't mean to say that
you're going to like, you know, make 100
times the money or anything like that,
but you can genuinely add 20 to 30% of
the revenue of your organization um,
simply by solidifying your follow-ups.
And you can kind of think about this
similarly to how we were thinking about
speed to lead before. The whole promise
of speed to lead, right? And I cannot
draw to save my life today because it's
kind of laggy because I'm doing a lot of
stuff with agents in the background. The
whole promise of speed to lead if you
think about it is that we can squeeze
out way more juice. So if you know
before I would get 10 leads and then
only I don't know three of them would
come onto the call. Okay, that's a call
rate of 30%. After because we're
contacting them really really quickly
and we're following up consistently and
stuff like that. Maybe we can make it to
six calls. Well this system basically
does the same thing. If before, you
know, we had 10 potential clients, okay?
Uh and now we were only getting, I don't
know, two clients, let's say, because I
don't know, you know, only 20% of people
actually end up signing the paperwork or
something in the first place. That's
before. Uh after the whole idea is
because we're following up so robustly
and everything like that, maybe we can
turn 10 leads into three clients. This
right over here is literally 150%
improvement in rev. You know, this over
here is a 200% improvement in Rev. If
you attach these two together, 200* 150
uh or 1.5* 2 rather is 300% improvement
in rev, which uh hopefully I'm, you
know, not overstating is pretty insane.
And if a company was previously making,
I don't even know, let's just say
$250,000
a month on average, and you apply these
systems and take it to $750,000
a month on average, you are producing
500k a month in economic value. And you
know, whether you're working for the
company's marketing department or it is
your company we're talking about here,
um, you're going to be compensated a
percentage of that. Even 10% of that, 50
grand a month is pretty huge, right? And
so this is this is how I make my money.
Hopefully I'm just showing you guys all
the sauce because yeah, you can use
automations like this to do tremendous
tremendous uh things for companies.
Okay. Anyway, so yeah, how does this
work? We query the the CRM and basically
we'll read through all the conversations
between me and the prospect historically
within my um um email. Then we'll check
trigger conditions. So trigger
conditions are just a set of things that
we're going to put up like, you know,
does this person actually need a nudge?
Have they given us all the information
that uh we need in order to determine
that they're going to pay or they're not
going to pay? What is outstanding? Then
we'll just pick and choose a draft from
a template library that we've created
ahead of time. And then we'll send. And
so we're just going to repeat this
process over and over and over and over
again. Um on my case, I like doing it on
a daily schedule. So once a day, we're
going to run a system that just loops
this over. And as I'm sure you guys can
imagine, we are literally going to use a
loop for this. And in that way, we'll
just check to see, you know, hey, who
still needs a nudge? Who still needs a
nudge? Who still needs a nudge? Because
we're using a template library instead
of just raw dogging it like most people
will do with AI. The quality of the
follow-ups tend to be a lot higher and
they're closer to your tone of voice,
too. So you'll find there are way fewer
catastrophic screw-ups because you know
the AI is just pulling from like your
TVO all the time. And then you also get
to send the cadence of how often you
want. So for instance, let's say um I
don't know if they've gone quiet and
there's no reply 7 days after the
proposal, you can actually check and
see, okay, have they replied in the last
7 days? If they haven't, you know, sent
any emails or something, then and only
then I will send a brief nudge and I'm
going to pick from my nudge pool. Um if
they ghosted the question, we asked them
and they didn't answer, then I'll send a
nudge. the nudge will be a little bit
different because now it's, you know, to
do with them ghosting the question. Hey
Pete, let me know if there's anything
more I can clarify on this. Thank you.
If they ask for later, okay, they said
follow up next month and it is next
month, then we will actually catch that
and then we'll follow up then. Then if
there's a warm signal, they open the
last email a bunch of times, we can send
them a nudge, too. These are all just
ideas for how detailed you can make the
system. Um, and yeah, I think I've just
more or less given you guys everything
that you need in order to make it work.
Um, you can make the template libraries
as complicated as you want. Um, so yeah,
I'm going to do pretty simple ones to
start, but hopefully you guys see just
how you could evolve a system like this
and turn it into somewhere really cool.
Okay, so what do we actually do? Well,
the first thing we need to do is we
actually need to connect this CRM to
Claude. And as mentioned, I'm using
ClickUp, which is one of many CRM that
you could use. Uh, you guys might be
doing this in Notion, might be doing
this in ASA, you might be doing this in
Pipe Drive, you know, whatever it is
that you're using. I want you to know
that's okay. Um, processes are going to
be quite similar. either you're going to
connect to the MCP or you're going to
connect to the API. And I'm going to try
connecting to the MCP since obviously
that's preferential. So, first thing I'm
going to do, and uh this is just what
I've gotten in the habit of doing with
all my automations, is I'm going to go
down to the connector library, and I'm
just going to see, do we have a
pre-created ClickUp connector somewhere
here? I'm going to type ClickUp. If we
have a ClickUp connector, we're just
going to oneshot connect to that. If we
don't have a ClickUp connector, then
we'll have to do a little bit more
complicated work. And as you guys can
see here, we actually do have a oneshot
ClickUp connector. So I can now just
press this button and it'll immediately
just ask me to log in. Okay. And so what
I'm going to do now is I'm just going to
log into Claude. And once I've logged
into Claude, it will now try and do the
same connection with ClickUp. So this is
my workspace here called NSM.
And I'm now going to connect to that.
And now, if you guys think about it, we
now have our MCP connector all good to
go. It actually just connected to
ClickUp, right? Cool. So what I also
want to do is I want to find the
specific place of this list of mine and
uh you know in my CRM where this is is
it's inside of the operations space and
it's called invoice collection CRM. So
what I'm going to do is I'm just going
to copy this. I'm going to go back to
Claude and then I'm going to say I just
added and let me voice transcribe this.
I keep on forgetting that I can do that.
I just added a ClickUp connector. I want
you to query a specific list within a
space and then get me some of the
information therein just to verify that
you can actually connect and everything
is okay.
So as mentioned I always want to start
at the end just by verifying can I
actually get that information. This is
the list and I'll say get me everyone
that hasn't been let's see how do I
frame this inside of the CRM. Get me
anything with a days outstanding of
seven days. let's say with a days
outstanding equal to 7 days. So the
whole idea will be this will now um demo
my flow and sorry I just reached my
usage limit for fable because I don't
have any more usage credits if you guys
remember from yesterday. So I had to
switch that back to 5. Um what it's
going to do is it's going to see can we
pull tasks that are 7 days late. Uh 7
days late obviously is just like one of
the many benchmarks I will use one of
the many thresholds. So what it's doing
is it's going to figure out how to do
this and then we'll sort of have that
prompted. We'll then be able to use this
to build our skill later. Okay. And as
we can see, we pulled a bunch of
information here on the specific people.
So, we have Erica Doyle, amount due on
receipts, Dr. Nina Patel, and then
Marcus Ben. And these are all different
deals. So, what I want to do here is I'm
just going to ignore this middle chunk
here because there's a bunch of
information uh that it looks like it
misunderstood surrounding what field I
wanted it to pull. I just want to
verify, can I also get their email
addresses? What are their email
addresses?
So, if I can get their email addresses,
then I can actually send a check-in. And
it looks like their email address is
nickleclick.ai.
The reason why is because I just added
one of my emails. So, all contact emails
route to my own email for demo purposes
cuz I want to email them, right? Okay,
cool. So, now that I have them, send
Erica Doyle this message. Just going to
verify this is possible. Hey, Erica,
just wanted to check in. How are things
going on the invoice? Let me know if you
have cues. and I'll say thanks Nick. So,
we should have an email to Erica aka
Nickleftclick.ai
with this. Now, it's saying we can't
actually do this. We don't have the
ability to send from my email. I'm just
going to double check why. So, I'll say
is there no sending
uh tool inside of the Gmail connector.
Ask it that question. We'll see how it
goes. Let me actually check rather than
rely on the tool name list. So, now it's
actually going to look through the
tools. I checked and my claim holds up.
The Gmail connector exposes these tools.
So, create draft, update draft, no send
message, no send draft. Um, so, okay,
after finagling it, it's given me three
options that we could use to create
emails and then actually send them. I
was unaware. I thought you could do this
in the Gmail connector. Um, doesn't look
like you can, but that's okay. Uh, you
know, the question is not will I get a
bug or will I not be able to do it the
way I want to do it, but when I will not
be able to do it. So, let me show you
guys how I deal with that. Um, first I
asked, so what are our options? I had to
do a bunch of research and now it's
giving me Gmail API with your own OOTH
client. Let's do Gmail API. What it's
going to do now is build a brief
pipeline that allows us to do this. It's
then going to open up OOTH, which is
that like, you know, check-in thing
where it like stores my credentials. So,
it's went it's found some libraries.
It's now going to write an
authentication script. After it's done
authenticating me, I will have to um log
in. Basically, still doing just a little
bit of testing. Okay. Hey, and I'm now
logging in to my email account. So, it
was fairly straightforward. The model
just asked me a couple questions, gave
me a link to click to like give it my uh
Google Cloud Console access. And now
it's actually going to send a message to
my own address to prove that the whole
path works without actually touching a
client. So, it sent one to me. Let me
now take a look. And you can see that it
has actually done this. Hey Nick, just
wanted to check in. How are things going
on with the invoice? Let me know if you
have cues. Now, we said Erica, but uh
you know, it's actually done uh uh you
know, Nick. So, a couple things. I'm
going to change the subject line now and
then I'm going to change the message
that we're sending. First, I'm going to
say write 10 simple messages like the
one you just sent me for checkin
purposes. Use very light language.
Nothing hard, just super soft nudges
that fit on one line. Okay. And then um
for subjects use straightforward ones
like first name
or maybe I don't know like invoice first
name
or you know how are things going etc. So
these aren't you know the most pushy of
follow-ups but the idea is it's going to
run completely automatically on a loop
so you might as well um you know be
nicer as opposed to be super crazy
harsh.
I've done a lot of following up in my
time. There's really smart ways to
follow up and there's also kind of hard
ways to follow up. So, all of these have
m dashes. I'll say no m dashes. We're
just going to fix all of that right now.
Just checking on invoice. Uh, we don't
need the number. Also,
don't mention the invoice number.
So, what else do we got?
Cool. And then sign off all of them with
thanks dashnick.
Cool. That looks good. So, first name,
how are things going? Invoice, first
name, quick check-in, invoice, following
up, hey, first name, anything you need.
Check in, invoice. So, now it's just
going to write all of these. And the
idea is I'm going to I'm going to loop
all 10 of these into a a follow-up flow.
Cool. Looks good. Looks good. We're not
seeing any of that invoice information.
It's just all pretty simple.
So, excellent.
This will be our template pool. The idea
is we can never send two of these in a
row if they're the exact same. They
always need to be different templates.
So the flow will work like this. To
start once per day, you will query
ClickUp. You'll determine whether people
are 1 day outstanding, 2 days
outstanding, 3 days outstanding, 7 days
outstanding, 14 days outstanding, 21
days outstanding, 28 days outstanding,
uh 56 days outstanding,
um 84 days outstanding.
And what happens is every time that you
find a person that is one of those days
outstanding, you send an email template.
um you fill in the information provided
in the merge variables with the
customer's actual or rather the
prospect's actual uh information. So if
it's being sent to a woman named Erica
for instance, you should say hey Erica
you should not say hey first name and we
will slowly and reliably continuously
nudge them towards the finish line. One
more step just so that we don't end up
sending the same email. After you um
verify
that it is matching one of the days
outstanding thresholds, go through all
of our email conversation history with
the prospect to verify and see what sort
of follow-ups we've um sent them. That
way, we're not going to send them the
exact same message twice.
Okay, so kind of all over the place
there, but I think I got what I wanted
to say. Let's see how it performs.
Looks like it's going to start by
confirming the scopes of my quote
unquote token. And uh the history check
can't work with the token. So, we're
just going to have to make a new one.
So, I'll say add a read scope
to verify. Basically, what we want to do
is we just want to like actually check
my the real live email to make sure that
we're not sending the same thing twice.
There are some situations as well in
which it might make sense not to send
the email at all. Like for instance, if
a person says, "Please stop emailing me.
I've received tons of emails from you. I
don't want another one or something like
that," then obviously I probably
shouldn't email them. So, we'll uh we'll
add that functionality in later just uh
to verify that, you know, it's actually
it's actually working. Cool. Anyway, we
did that authentication. Let's double
back. So, this is now going through and
building uh the flow that I want. It's
not actually a skill just yet, but yeah,
let's actually run this thing and see
what goes on. We're going to send to my
email. Um I'm going to go back here
first and then open up that. Okay. And
so now we have, let me see, just running
a manual check. Sunhill Property, Pace
Orthodontics, Ridgeway Autodetailing.
These are the three that should be
followed up with. Okay. So I'm going to
go back to Claude and I'll say, "Okay,
let's run this on a 7day threshold.
Again, I want you to go through the
whole process end to end and actually
tell me everything that you see so that
I can verify if the flow is occurring
the way I want it to occur." One more
change before we do this. There will be
some situations in which it doesn't make
sense to continue it continue the
nudging process. If the prospect
explicitly tells us not to follow up
with them for whatever reason, then flag
that on the actual ClickUp task and then
don't send the email logically. So now
it's actually going to go through the
opt- out detection flow and then narrate
everything that it is doing. So what
ClickUp fields are available for
flagging, a notes, and a chase stage
with a closed option. Looks like it'll
use both of those, which is nice. And
it'll actually start updating my CRM.
Okay, now it's running the full flow.
It's found a bunch of my own emails um
to myself. So, it's just going to verify
kind of what's what. And it looks like
clean path earlier is working. So, it
correctly remembered templates one and
two from earlier selected number three.
Now, it's testing the opt out path. Need
a real inbound reply containing a stop
phrase. So, now they've added that in
there basically saying, "Hey man, please
don't send me emails. Um, please stop
emailing me about this. We are disputing
this invoice through our lawyer." Okay,
so that's what it came up with. If there
are situations where that would occur,
you should probably not continue
emailing the person, right? Kind of
makes sense. Um, if that does happen,
then you've done something wrong.
Okay. Chase stage to close a note and a
comment for the audit trail. So now it's
actually updating the flow. Let me
verify the flag actually landed on the
record. So now it's just going to double
check that its job was done correctly.
And now we should actually see what's
going on. So it did match the 7day
records.
It then searched Gmail.
It then selected the template high net
quick nudge on the invoice. Then had an
opt out check just to verify whether or
not that worked. And then which
recipients got uh went through this flow
just cuz I want to verify that was
actually those three. Um, why one? There
were three with sevenday flags
because I never put there were three
real contacts. Yes, of course. I want
you to run this for real using the info
in the CRM. You'll find cloud will do
stuff like this fairly often because it
doesn't want to use tokens, which is
generally reasonably positive behavior.
So you guys could see here we're 44% of
the way through our 5h hour limit which
resets in 1 hour and 27 minutes. Um and
that's you know just cuz we're on Opus 5
which is a little bit smarter than
sonnet 5 which is the model we were
using at the beginning of all this. And
let's just take a look. How are things
going? Hi Nick. How are things going on
the invoice? Happy to help if anything's
unclear. And then this one here is hey
Nick. Just checking in on the invoice.
Let me know if you have Q. So these were
these were sent to our three records
basically. Um, it actually went through
and it found those three that each have
7-day days outstanding sent to them. Um,
it's also then logged a bunch of
information about them, I believe. So,
this was the uh fake, hey, Nick, please
stop emailing me about this. So, we
obviously don't run into like crazy stop
conditions. And now it's kind of letting
us know, hey, you know, Chase stage is
set to close, so we're not going to
continue following up with them. And we
did all this pretty easily just using
like a demo CRM that I set up in just a
few seconds. If you guys run your own
real CRM through cloud like the way that
I did so today, you can obviously get
tremendous alpha. So, what are we going
to do now? Well, I basically want to
extend this and turn this into a full
endto-end flow. So, uh I want to check
all of those dates. Hey, this sounds
great. I now want you to convert
everything that we've talked about so
far and all of the fixes therein into a
skill. The idea is I will run the skill
once every morning. For now, I'll do it
myself, not as a loop. But we'll run the
skill once every morning. And then it
will go through uh 1 2 3 7 14 28 56 uh
84 and so on and then match to the
templates as appropriately. Um we'll
also make sure to do that opt out check
and everything else that we talked
about. Uh convert it into a simple
bulleted SOP so that a future cloud
instance that does not have the context
of our conversation will still be able
to execute this reliably.
Excellent. So now I'm going to go from
that prompt to a skill stage. And then
I'm going to retest this. And it's
mentioning that the connector is an MCP
integration that only works inside a
cloud session. That's great. That's
basically exactly what we want. The
skill is now a standard operating
procedure that every time I run it is
just going to look for that script. It's
going to use its own built-in
integration. It's going to run it and
then we're basically good to go. Um, if
you think about it, what we need to do
now is we need to turn it into a loop.
So this looks great. I'd like now to
turn this into a loop that fires every
morning at 5:59 a.m. On the local
credential side, how could we turn this
into a routine where we can run this
using a cloud instance as opposed to
locally on my computer? You mentioned
the MCP integration for ClickUp. I know
we can add that as a connector in the
cloud environment. How can we do the
same with the local uh script? Okay. And
after all is said and done, we now have
a routine set up for the daily
invoice/proposal chase. I'm sure you
guys could see how you could extend this
virtually arbitrarily to whatever the
heck you want. Um, I just did mine on
that 1 2 3 74 218 56 and 84day schedule.
Um, granted, if you are chasing people
for more than 84 days and they still
haven't got back to you, you probably
got bigger issues like, are they even
going to sign the deal? Are they even
going to pay the invoice? Probably not.
Anyway, we did all that with clawed code
and we did it just a few minutes
realistically. Um, so that's that. Some
ways to make this better. We could
absolutely do some sort of higher
quality nudges. We could, you know, give
people specific types of value like
email sequences in newsletters that drop
like case studies and assets. Um, we
could we could give them insights. You
know, we could go pre or postmeating. I
just did proposal here because I thought
it was probably the easiest to to verify
and see. We could do some sort of
customer story. We could also just rip
and rinse and repeat a bunch of these
gentle price objection check-ins that
I've been doing. Um, but yeah, I mean
like this is fairly straightforward,
which officially marks us as having
finished the last demo of our course. So
hopefully you've learned a lot. Just to
give you guys a brief uh revisiting, we
started with creative generation. So I
showed you guys how to generate ads,
organics, uh, images, and videos all
using AI. We started off with like very
standardized um compositing workflow
that used HTML to like generate
something that looked really similar to
Stripe and uh later I showed you guys
how to do AI image generators like GPT
image 2 and then video generators like
you know Gemini Omni and then Cance and
stuff like that. I also showed you top
of funnel uh for personalized copy. So
how to take like email newsletters and
then personalize the hell out of them at
significantly higher quality outreach to
these people than just like hello
welcome to my product. I actually then
did that for a product that I'm
currently running, Maker School, my AI
automation community that teaches you
how to sell this stuff. And uh as you
guys saw, it was fairly straightforward.
Then I showed you guys how to apply the
same idea of automating text and
templates through AI, which is something
that I had a lot of experience with way
back in the day when I was going door to
door. Then uh for middle of funnel, I
showed you guys how to incorporate
speedtolebased email, SMS, and voice uh
into a flow. Um very straightforward and
easy to do as you guys saw earlier. All
we really do is we just hook up um sort
of an email polling system that checks
our mailbox and then if you want to turn
that into like a digitally run or like
cloud-based routine um we do that via
API call. And so we set that up on both
email and SMS. Then for middle of funnel
we did data collection and tracking and
then visualizing all that in this cool
sexy dashboard which you could host for
your own business or you could sell to
people. And then finally bottom of
funnel automating high quality
follow-ups via email. And I'm realizing
now it actually I I said SMS. So, why
don't I just round that out for SMS. Um,
in order to do something like that, all
you would have to do is basically add
the Kuo connector, which I will jump on
right over here, do some editing, and
then um actually add that QUO connector.
And then [snorts] over here, I'll also
check for the phone number. So, I'm
going to go here, hold this down. In
addition to sending an email, I also
want you to um draft and then send a
message to their phone numbers using kuo
quo.
Awesome. You'll get the phone numbers
from the local
ClickUp
scrape. Cool. I mean, that is really how
easy it is to modify these sorts of
flows to be clear. Um I will have to
obviously test that if I did want to use
that at scale. can't just assume that
it's going to work perfectly. As you
guys saw, a lot of bugs do crop up
throughout the process. Okay, great. So,
now that we've made it all the way to
the end of the practical builds, where
do we go from here? Well, there are two
things that I want to talk about. The
first is the maintenance and then the
upgrading of these systems over time.
And to be clear, when I talk upgrading
of these systems, I mean like wholesale
making this better um basically every
time you run it. And there are a couple
cool things that I'm going to touch on
there in a second, but um for now uh I'm
just going to give you guys probably
like the 8020 and then you guys can
apply these advanced tips if you want.
And then speaking of advanced tips, the
second is a bunch of advanced tips. Now
the advanced tips are more about how to
actually um run this sort of stuff in
real organizations, less so academic. So
uh yeah, I'm just going to give you guys
more or less everything right now. And
I've arranged my little worksheet here
to essentially work like this. So, my
first major uh point of advice on
maintenance is, you know, if you're
doing this for a client or your own
business, it's going to be a little bit
different, but I'm assuming right now
that you're maintaining these systems,
let's just say for somebody else. Um,
what you're going to want to do is
you're going to want to get all of your
login and authentication upfront.
And the reason why is because u login
and authentication in practice actually
end up being something like 70% of all
of the maintenance requests and and
problems that I've ever had. Um
typically a pro you know a problem will
go like this. Uh let me not use one.
it'll be like service upgrades
and you know when a service let's say
some sort of Gmail or something upgrades
you lose uh your connector
after your connector breaks right
then and I'm thinking about this in the
context of a client client gets angry or
client thinks system doesn't work
that's not how you spell system
so Then they call you in the middle of
the night being like, "Hey, this thing
isn't working." You build something that
is inherently broken or wrong. And then
you have to sort of do a fix last
second. And then in doing your fix last
second, you kind of have to get them on
the call. You have to get some sort of
communication with them. Um meaning you
have to reauthenticate. So number one,
it's a it's a bad look for you, but
obviously it's also a bad look because
this whole maintenance and upgrade loop
could have been handled assuming you
actually had the core credential um that
we're talking about. What I mean by that
is despite the fact that it is far more
secure not to have credentials for all
of your clients or all of the team
members within your team's um login and
so on and so forth, it is way easier to
handle stuff like this on the fly if you
actually have the core or root login. So
much so that you can actually do what's
called a debug flow.
So, I don't know if you guys remember
inside of Claude, just going back here,
um, there was a, if we go to new and
then go down to our local environment,
okay, there is a section where you can
actually store keys. And one thing that
you could also do inside of this local
environment is you could store usernames
and passwords. So, what I mean by this
is let's say, you know, we have some
ClickUp fail that it just continues to
occur. We could actually store clickup
user equals, you know, nick at
whatever.com.
We could also store clickup_pw
equals nick blah blah blah blah blah
blah fan whatever you know 45 I don't
know cuz nowadays they all require
numbers and then what happens is you can
actually store a line in your cloud
routine or in you know your your your
local environment because this isn't a
local environment. So probably your loop
in this case if you wanted to do in a
cloud routine it would be the cloud
environment. You could store a line that
basically says um you know if
o issue
log in via whatever the creds are. Okay,
navigate
to
you know location where all the stuff is
and then ultimately regenerate API key.
I don't know if you guys know, but these
these models now have browsers, right?
And so, as we saw with Claude, when it
develops a website, it literally opens
up a little browser on the right hand
side. Well, it can legitimately use that
to log into services for you. And so,
what you can do is you can have like
sort of a debug flow where if there is
an issue, it can self-manage that issue.
Um, but the only situation in which that
is doable is if you already have all the
login and authentication. And
unfortunately, as mentioned, this is
like 70% of all the problems with these
sort of recurring loginins. And if you
want something to be long-standing
business infrastructure, a lot of the
time you just sort of have to let go a
little bit and say, "Okay, like take the
login, log into the service yourself and
then do everything you need to do."
Okay, so that's the first thing. The
second thing is um called self-healing.
And I'll show you guys an example of
self-healing in a second. But if other
issue
you know my recommendation is you give
the model
basically total cart blanch
autonomy
to fix
and then rerun.
This is called selfhealing
and it's a really important part of like
robust um skill loop or routine
development. To make it much simpler for
you guys to visualize, you can think of
it as giving your AI systems the ability
to rewrite their own instructions.
If a step keeps failing in the skill,
update that skills instructions and try
again. So, for instance, you know, let's
say I'm doing my usual, uh, creative
generation flow or something like that.
Um, and for whatever reason, it just
can't access, [clears throat] you know,
one of the API routes that it used to,
uh, access. So, it calls this route over
and over and over and over and over
again, and then, you know, it says it's
just tells me like, "Hey, Nick, so I'm
sorry, this can't work." Well, rather
than force the model to go through a
bunch of the same attempts over and over
and over again, if you just add a line
somewhere at the very bottom of your
skill or somewhere at the bottom of your
looper routine that just says if you've
tried doing this more than three times
and it does not work, then odds are
there's an issue with the actual core
service, figure out what the issue is,
see if maybe a route has changed or
something like that, and then actually
go through and update and add a log of
everything that you've done in order to
do it so future runs can work
successfully. If you do that, um, the
model will virtually never cause any
problems for you again. So long as it
has all the resources it needs to
actually fix the problem, like maybe
some login or something like that, it
will heal itself. I've called this
multiple things over the uh last year or
so called a self annealing. That's a
pretty cool term, but I think
self-healing probably makes more sense.
It's like kind of how Wolverine's body
regenerates when somebody slashes him,
right? Like that's that's sort of the
idea here. Uh, and so typically what'll
happen is you should have a phrase, and
I'm not going to give you the exact
phrase here because I don't think my
phrase is perfect, and there are a
variety of different things you could
say, but basically if at any point you
run into the same error more than three
times, odds are something has materially
changed in the systems
that you are interacting with. Evaluate
these changes, explore, and see if you
can solve the problem. You have full
agency autonomy. After you've solved the
problem,
report back and update your own skill or
loop or routine, whatever it is that
you're running, with a change log of
upgrades,
including the problem, your solution,
and then update the actual skill itself.
Append to this change log as you
continue doing this. So we always have a
breakdown of what happened and why.
Okay. So this is just something you know
this is one of those things you can just
copy and paste and stick into literally
every single uh window virtually ever
and you will have a significantly better
and higher performing system as a
result. U so this is in practice how you
sort of maintain the systems. You get
ahead of the brakes by letting the model
do more and more and more heavy lifting
on its own. And I'm not going to say
that this is like 100% foolproof. I've
had some situations where I give them a
little too much self-healing access and
because of some spurious issue, maybe
like a weird rate limit, it
fundamentally changes itself and then it
screws up. But those issues are far less
common than um issues where, you know,
the model just screws up due to some
temporary rate limit and then ends up
just calling it quits. The whole point
of automation really is that it's
hands-off, right? It's a system that
just functions without humans.
Obviously, we want to eliminate human
labor completely where possible. We
don't necessarily just want to minimize
it. as such that we can redirect that
human labor towards areas of the
business that are more profitable and
then ultimately probably better and more
fulfilling for a human being. Like think
about, I don't know, weaving a basket by
hand 5,000 years ago. It's like, well,
why would you weave a basket by hand uh
and you know, try and make a livelihood
off of if you could just build a basket
weaving machine, you go up one level of
abstraction, now you monitor the basket
weaving machine, fix it, make
improvements, and stuff like that.
You're you're producing a net good for
society, right? That's sort of how
automation is. Imagine if that basket
weaving machine could now clean itself
and like avail itself of little bugs
here or there if it had its own hands.
That's basically what we're doing. So
that's one of the changes. The second
major thing I want to talk about on the
maintenance end is error logging. You
know because we're moving away now in
automating you know marketing stuff from
the old school platforms like you know
make.com nadn these sort of drag and
drop tools. Um, we're currently in like
an erroring apocalypse where these
things are failing constantly and we're
just not seeing them because we don't
have simple like notification routes
available to let you know when something
is or is not working. So, what do I mean
by this? If you guys were using an old
school tool, it's funny that this is old
school cuz it's kind of where I started
on YouTube talking about this platform
which I was using to to automate my own
marketing. But if you guys are using an
old school platform like you know
make.com or something like that
basically what you get with a tool like
this is you get automated error logging.
And so every time there's an error
inside of like one of these flows that's
drag and drop based like this. You'll
actually have like a full history log.
You'll be able to see every change that
has ever been made. And then you'll also
be able to see all the errors,
incomplete executions um physically
literally on the diagram. You'll be able
to see the errors and uh you'll also
receive notifications. And you can set
those notifications to send you emails.
you can set those notifications to, I
don't know, do push noteps or whatever.
Now, same thing with like N8 even if
there are issues on this more kind of
modern uh builder, you know, they they'd
be able to see these things. You'd be
able to see tickets, you'd be able to
have error logging flows, you'd be able
to get emails. What I'm trying to say is
like you would know when something
screwed up. And the whole idea is
because you know that something screwed
up, you'd be able to fix it
significantly faster, right? It's much
more like observable and transparent um
than than most things that we're doing
now. Unfortunately, because AI has just
moved so quickly and because we're all
building slightly different things
nowadays, we don't have that same
standardized observability, we don't
actually have the ability to like log
errors. And so, what I like to do as a
minimum is I basically like to give all
of my actual routines, the ones that are
running my business, the ability to log
errors to a uh de facto error channel
inside of my workspace. And so, what do
I mean by this? What does this actually
look like in practice? Well, um I'll
show you guys. I'm actually going to
wire up one of our flows to to do this.
Um, but first of all, let's just call
this error handling. And the very first
kind of most important thing about error
handling is you just have to make it
visible.
So, you know, you dump this stuff where
you work. If your business works in
WhatsApp, then dump it in WhatsApp. If
your business works on Slack, dump it in
Slack. If your business works on
Discord, literally just dump it in
Discord. Uh but basically every time
that an error occurs, I recommend
finding some place specifically for
errors, like an errors channel, okay?
And then wiring it up via um some logic,
which I'll give you guys in a second,
that just says like error with, you
know, XYZ. And then what you can do is
you actually weave in this self-healing,
right? Air with XYZ tried XYZ
to fix, you know, succeeded or failed,
right? If you know it's a failure,
something like this is totally fine and
more than enough. Now every person in
your organization will have basically
full um top to bottom access and
visibility into processes that you guys
are doing. Okay. So how do you actually
do this in something like you know um
claude? It's actually fairly
straightforward. What you do is you go
down here
and then right over here you see how you
can add a connector. What you do is you
just add slack and then at the very
bottom you say something like
if you have any errors send the error
notification to the you know # error
slack.
Let's do this
um slack chat.
Okay. And so once we have the connector
it'll be very very easy to do. Let me
show you guys a quick example. Um just
go back here and then down to the bottom
I'll go settings. Then I'll scroll all
the way down to connectors. And what do
we want? We want Slack, right? So you
can see it's one of the most popular
ones to connect to because we can then
send error messages. I'm not going to
connect to it. Okay, now we're back
here. Okay, so what I've done is inside
of my Slack, I actually have a errors
channel. Okay, and I just set this up
here as a demo. Um, my actual errors
channel is private, but um we're just
going to use this public one for the
sake of uh discussion. And I'm just
going to go errors and we'll go public.
The reason why we're doing that is
because I just want to make sure I have
the public version of that and I don't
forget it. And then here, what I want to
do is I basically want to say, "Hey, I
want you to send a sample error
notification to and uh I'm going to do
errors public in Slack."
Okay. And then this will now have the
ability to basically dump a brief little
error message and log as it works. So,
it's gone through the errors. Okay.
I'm just going to say send it to show
you guys what this looks like and then
we can actually wire it into a real
flow. So boom. Now we have error sample
notification service invoice chase
worker environment production time this
cannot read properties of undefined
count one occurrence. This is a test
message to verify errors are alerting.
Okay. So now that we've verified that
this does work with the connector. All
we have to do is I'm just going to say
give me all the info to ensure you don't
have to search this channel up again. I
will add this to a routines prompt
verbatim. Now we can actually just copy
this whole message. Go to a routine. And
why don't we do this first one here?
Maker school daily ads batch. I'll just
go up here and then um add my Slack
notification.
Then I'm going to paste this.
And then I'll say
for the sake of this demo, I want you to
pretend there was an error in the flow.
then report to Slack. Okay,
I'm going to save this and then I'm just
going to run this now. I don't know if
you guys know, you guys can actually run
these live like manually. So, that's
what I'm doing here. Um, once you're
done running it manually, you can
actually go to the bottom here, go today
at 10:30 a.m. And you'll see the very
first thing it's going to do the second
that it runs is it's going to clone the
repository cuz that was part of our um
our action. And then it's going to
initialize the session. Uh you can also
add a a setup script here if you want to
that you know includes all the
information in addition to the
environment variables. So you can
actually have like a script that runs
every single time one of these things lo
loads or launches which is kind of cool.
We don't have to do that though. Um the
thing that's worth noting is this will
work slower than our uh physical cloud
code session like the one that's local
on our computer. And now it's saying I'm
generating the ad batch uploading to
drive first. Let me look at the
structure. Okay, cool. So that's looking
pretty good. It's going to install all
the things it needs. Okay. And you can
see we've just triggered an error here
from our flow. Drive upload blocked for
maker school ad batch service maker
school ad batch render environment
scheduled task. And then we don't have a
time. So now we're saying the bulk
upload of the PGs plus contact sheet
HTML stalled. The drive connector only
accepts blah blah blah. So now now what
I'm trying to say is we have uh we
actually have an error flow. And what's
cool is because we have this now we have
observability and we have logability. Um
you can stop a lot of problems before
they actually become problems. I mean,
you know, if we're running a routine at
5:59 every morning and it just screws up
once and the average person gets into
the office and we'll need the outputs of
that routine at, I don't know, 8 a.m.,
you know, you have like a solid 2 hours
and 1 minute to actually solve that
problem. Um, so if you didn't have the
logging, you wouldn't have known until
somebody does come into the office. then
you would have had to bug fix and
actually fix and uh eventually implement
some sort of production update and then
maybe it still would have taken an extra
hour and before you know it now you've
lagged that core person's um key
deliverable the thing that they require
in order to move forward their job like
five or six hours. So yeah, that's
that's my debug flow and um that's how I
personally deal with these sorts of
systems. Um I basically treat them as
highly autonomous agents, hence the name
that have the ability to rewrite their
own code if needed. Now, on the advanced
tips side of things, just want to share
with you guys some learnings that I've
had over the course of the last maybe
twoish years of using this sort of AI
agent workflows in real production
systems for clients ranging from very
small to mid-size businesses, maybe a
few tens of thousands of dollars a month
in revenue, all the way up to companies
that legitimately make billions of
dollars per year. The first is that
effectiveness beats efficiency. So I see
a lot of people on the internet trying
everything in their life to be as
efficient as possible. You know, they'll
shave off tiny percentage points here
there in a process um by I don't know
like readjusting how they work. They
will try and save tiny little 100
millisecond latencies in some system
because they think that you know the
more efficient this thing can work the
better. They will reduce their margins
as much as humanly possible for some
core process because they're like well
I'm saving more money. I'm spending less
money in order to do it. And you know,
at the end of the day, they look at
their KPI metrics, whatever their logs
are for marketing activities, and
they're like, "Wa, this is way more
efficient now than it ever used to be."
But then they check out their revenue
and they're like, "Wait a second, why is
my revenue so low?" The reason why is
because what you guys are doing is you
are automating processes that probably
aren't all that beneficial to your
business in the first place. Efficiency
is just doing things fast and cheap.
Effectiveness on the other hand is what
you should really be going for and
that's about just doing the right things
allocating your resources in places that
actually you know move the needle of
your organization. So I just want to
give you guys a brief example. Um you
know we do a lot of automation projects
for a variety of small to mid mid-sized
all the way up to enterprise businesses
and I had this one private equity firm
that had reached out a while back and
for those of you guys that don't know
you know in private equity a lot of the
time what you're looking to do is you're
looking to book meetings with qualified
business owners that are either
interested in investment or want to
sell. And so this was a private equity
company that works with um kind of
bluecollar businesses and that just
means like kind of home services, trades
businesses, that sort of thing. Think
electricians, think junk removal
businesses, movers, that sort of deal.
And so they came to me being like, "Hey,
Nick, I want to automate stuff." And I'm
like, "All right, sweet, man. What kind
of work do you want to automate?" and
they said,"Well, right now we're
spending about an hour every week on the
phones uh with prospective business
owners trying to do due diligence on
their business, meet them, and then
build relationships with them. We want
to automate that with a voice agent
because we think it would save us a lot
of money." And I remember thinking in my
head about this and I was like,
"Brother, you're going to be automating
a single hour of your week. It's like uh
I don't know that old trade offer meme.
I don't know if you guys have like seen
the trade alert meme, but basically it's
like new trade offer detected. You know,
I receive
one hour per week of time back
and then you receive literal like
devastation
to your business.
What I mean by this is if you're
automating literally the core thing that
makes you money like this private equity
firm is, you better ensure you're going
to do a goddamn great job. And the harsh
reality is if the only way you make
money is by jumping on calls with
prospective bluecollar businesses to
determine their eligibility and to feel
them out. If that is the only way that
you actually make money in your
business, it makes no sense to automate
that for a small time savings gain of
one hour a week. It's like if you can't
spend one hour a week doing the most
important thing in your business, the
only thing that makes you money, you
know, uh because you want to save a few
bucks, then do you even have a business?
No, I don't think so. So, what's really
interesting is just in my own business,
for instance, I do a lot of stuff
manually. And people are always like,
"Nick, why are you doing so many things
manually?" And it's not that I'm doing
everything manually. It's just the only
work that I am actually doing is work
that requires my full attention. It is
recording videos like this for instance.
It is going on sales calls with
mid-market and enterprise businesses
where my presence makes a material
change to the probability of that sales
call working out for us. Uh you know
it's like applying my human meat brain,
my stuffy sort of fluffy mind to real
problems within my business. Uh and then
thinking about those not thinking about
how to do my bookkeeping or how to
scrape the leads. sort of these wrote
monotonous tasks but actually applying
myself to things that are ultimately
effective for my business. So if you're
a business that is looking to integrate
AI and automation, try to avoid
efficiency. And I mean that seriously.
Don't look for cost. Don't look for
speed. Look for um hey, what can I
automate that is currently pulling away
from my time
uh from being more effective. what can I
automate away so that I have more time
to actually spend on things that drive
the the the top line of my business and
ultimately the bottom line of my life.
And on that vein, here are a bunch of
things that usually fall under those
camps. So things that you should
automate, things like data entry, you
know, think about it. We just automated
a fair amount of my scraping flow,
right? We built um a flow that automated
the process of enriching personalized
ice breakers with things that we have in
common and stuff like that. That's
pretty routine data entry. I'm not
exactly winning any awards there if I do
it or if I pass that off to some team
member. And it takes a fair amount of my
time. So yeah, I'm happy to automate
processes like that. Why? Because it
frees up maybe 40 to 50 minutes of my
day and then I can spend that time
actually focused on, you know, things
like um sales conversations and client
relationships. You can automate things
like your first draft copy. You know, we
automated a lot of ad creative here. I
showed you guys how you guys could do
this at scale and automate tens if not
thousands of images, videos, and pieces
of copy uh across the board. That's
totally okay to have AI help you with.
What you don't want to automate is you
don't want to actually automate the
production of the final asset itself.
What you want to do is you want to use
AI as an ideation and um sort of concept
spec tool. Okay? And then you take those
concepts and then ultimately you pick
the ones that make the most sense. You
know, upgrade them a little bit and then
as mentioned push them live. So I would
not automate client relationships, but I
would automate first draft copy. How
about reporting? As you guys have seen,
you know, a lot of that reporting stuff
that you guys typically previously had
to do was pretty manual. was like
logging into 5 million different
platforms and then taking the data and
like copying and pasting stuff from one
sheet over to the other over and over
and over again. Well, you you shouldn't
do that. What you should do is you
should, you know, have AI or uh some
sort of procedural automated system
manage the automation of that. Okay? And
that's fine. Um so you can automate
reporting, but what you should not do is
you should not automate, you know, bad
news from those reports. A terrible
thing to do would be use that signals
feature that we developed in the
dashboard and then have that
automatically sent to the client. Hey,
here are your signals for the month.
It's like no, no, no. That's probably
one of the core things that you as a
human being make or lose money on. You
should be in charge of that and you
should actually go sit down and meet
with the client. And then ultimately
scheduling. You can absolutely automate
scheduling. Although I don't actually
automate that much of my scheduling. Um,
but what you should not do is automate
anything where a client, a prospect,
somebody that pays you money must feel
valued. And a lot of the time that's not
just like here is my calendar. Go ahead
and book, you know, like a good
appointment setting flow actually asks,
"Hey, yeah, I think we have time on
Tuesday or Wednesday. Uh, does 2 p.m.
work for you?" Right? Cuz at least that
that that makes you feel human. It's not
disrespectful. It's not a robot
answering uh, you know, and sort of
weighing the costs of an interaction
against what you stand to gain. The
whole idea really is that automation
should buy you more time with people. It
should not replace the time that you
have with people. This is sort of I mean
this is an AI generated graphic and I
think this is a good example. These AI
generated graphics that I've been
creating throughout this entire course.
You know there some of them are kind of
funky and cute here. There they save me
a tremendous amount of time cuz I don't
actually have to go through and make the
thing. Do you know what that means? That
means that I can actually spend my time
talking to you and delivering value in
that way which is probably the core way
I deliver value. Contrast that with this
fell over here who gets a text message
from some happy smiley robot which you
know took two cents in tokens to send.
We value you. It's like no you don't
really value me. And uh that's inherent
in the medium and the way that you send
me that message. You know, if you really
did value me, you as a salesperson come
down to the coffee shop and actually sit
down and chat with me. A simple filter
that you guys could use is just if you
have a process you want to automate, ask
yourself, does the customer actually
feel this process? Is this like a
firstline thing where we sit down and we
like we we talk? Is is a relationship um
at risk here? If the answer is no,
you're usually good to automate it.
Likewise, if it involves a real
relationship like between you and your
customer, then you should automate it,
but you can QA it by hand. You know,
you're happy I'm happy to have you
automate processes up until some final
filter like with ads and stuff like
that, but there should still be a human
element. You should have your taste
applied to it. You should have your
ability to actually uh uh uh, you know,
be there for your clients if needed. You
know, is a slight little like, "Hey,
Pete, can you check in on the invoice?"
Is that like a relationship based thing?
Does the customer feel it? Probably not.
That's more logistical. but a hey Pete
I'd love to schedule a call with you to
talk about X Y and Z I think I can
really help you and really make a big
deal you know big bottom line impact to
your business that over there is
something that's worth keeping human
okay hopefully everything that I'm
saying here makes sense um obviously I'm
a big fan of automation that's kind of
my whole business model right to be
clear but as somebody that has done a
lot of automation now I have realized
that people will overmate tremendously
and I've just seen a lot of downsides of
that recently thank you guys so much for
making it to the end of the course I
really do hope that this was valuable
and helpful. Uh, you know, I've worked
with a lot of companies up to this point
in my career. So, this course is
basically me just trying to compress
everything that I know into just a few
hours for you. I I really hope I did a
good job. Uh, and I'd love to hear your
feedback. So, if you guys did enjoy,
please do two things for me. The first
is please subscribe to the channel. I
put a lot of effort into these and for
whatever reason, most of the people that
watch aren't actually subscribed. I
will, of course, continue doing this
regardless of how many people are
subscribed. So, don't think that I
won't, but it obviously helps if I have
support. And second, if you guys are
considering using these tools to help
other people, like other businesses or
organizations, uh, please check out
Maker School. It's my 90-day AI business
program that guarantees you one customer
or your money back. It includes a very
comprehensive curriculum literally day
by day about how to sell this stuff. And
I will show up, you know, 7 days a week,
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almost every post in the community. I do
that literally every day. It's the very
first thing I do when I wake up in the
morning. I consider Maker School easily
the most impactful thing I've ever done.
So, if you guys want to be a part of
that, then then check out the link in
the description. Anywh who, thank you
guys very much for sticking around.
Hopefully, I'll catch you all in another
course. I'm going to do a lot more of
these. Thank you again and good luck.
Get out there and crush it.
Ask follow-up questions or revisit key timestamps.
This video is a comprehensive "0 to 1" masterclass on automating marketing and sales pipelines using modern AI tools, primarily focusing on Claude Code and the Claude desktop app. The presenter, Nick, shares how his marketing business generated over $500,000 in a month utilizing these systems. Throughout the course, he explains the RACE framework (Reach, Acquire, Close, Expand) and outlines the progression from simple prompts to reusable skills, scheduled local loops, and finally autonomous cloud routines. Nick walks viewers through several practical builds: generating image and video creatives using procedural HTML and models like GPT Image 2 and Higsfield; setting up hyper-personalized email newsletter and cold outreach campaigns with fuzzy variables via the Kit and Apify APIs; implementing instant "speed to lead" email and SMS auto-responses using Gmail and Quo; and building interactive marketing analytics dashboards deployed to Netlify. Lastly, he shares advanced advice on error logging with Slack, designing "self-healing" agents, and prioritizing effective human relationships over minor efficiencies.
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