Live workshop

Build an AI Assistant / Agent for Your Business

A Live, Hands-On Agent Builder Workshop

Introductory workshop price: $97 · Standard price: $199

Learn practical ways to save time, potentially hours a day, on routine business work.

Build an AI business assistant with the context to understand your business and the guidance to communicate in your style. This hands-on workshop takes you from preparation through guided installation, configuration and testing on your own laptop. Watch your agent work through practical tasks in real time, such as drafting email responses, filling out forms and organizing desktop files.

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What’s included before the workshop

A completed website and competitive visibility audit

Your audit examines the overall health of your website, traditional search visibility, AI-powered search and answers (AEO/GEO), content, reviews and online trust signals. It compares your business with three named competitors, including advertising activity visible in the sources checked, and gives you prioritized recommendations for improvement.

Guided business brief preparation

Simple prompts and fields help you organize the key information your assistant needs to understand your business.

Guided writing style preparation

Prompts help you capture your communication preferences and provide writing examples so your assistant has a reference for your voice.

After registration, you’ll receive confirmation and instructions about what comes next. Your completed audit and links to both preparation tools will then arrive together by email and text. You can download the finished documents and save them on your laptop to bring to the workshop.

What we’ll do during the workshop

Guide you through installing and configuring your AI business assistant.
Add your business brief and writing style materials as context.
Test the assistant with your business information and review how well its responses reflect your communication style.
Show you how to refine its instructions and continue using it after the session.

Practical tasks you’ll test during the workshop

Watch your assistant / agent work through real business tasks, such as:

Drafting email responses in real time for your review.
Organizing desktop files and folders.
Preparing and filling out forms or applications.
Reviewing Stripe or merchant-processing transaction information and identifying items that need follow-up.
Organizing a calendar and scheduling appointments with your approval.
Helping review and prepare information in payroll systems.
Creating research prompts for other AI tools, such as Perplexity.

Exercises will use the tools you connect and authorize, or provided examples. You’ll review messages and consequential actions before they’re sent, submitted or approved.

What you’ll take home

Your installed and configured AI business assistant, tested during the workshop.
Your completed website audit and prioritized recommendations.
Your reusable business brief and writing style documents.
Practical experience updating your assistant’s context and refining its responses.

Your assistant’s five-file operating system

You’ll also take home a reusable “My Business Assistant” folder containing:

RULES.md: Your business context, communication style and working boundaries.
TODAY.md: Current notes, decisions and active work.
ARCHIVE.md: Searchable history of earlier work and decisions.
WORKSTREAMS.md: Your projects, next actions and owners.
MORNING_START.md: A repeatable startup routine that helps your assistant pick up where you left off.

During the workshop, we’ll test that startup routine in a fresh task so your assistant can identify your business and an active workstream before waiting for your direction.

Bring your laptop with your three preparation documents saved somewhere easy to find.