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Duration 7 hours
Course Outline
- Day 1: Setting up your personal agent
- Understanding the personal agent
- Evolution from chat to assistant to agent
- Comparison of tools: Claude, ChatGPT, Copilot, and Gemini
- Reviewing approved usage within the company
- Exercise: Analyze your weekly schedule and identify five tasks suitable for the agent.
- Personal context as a second brain
- Storing profile, role, priorities, and writing style
- Maintaining instructions and memory effectively
- Using notes, projects, and key documents as a knowledge base
- Exercise: Draft a personal profile with instructions and test it on two tasks.
- Email and calendar management
- Pre-sorting the mailbox to highlight important emails
- Drafting replies in your own tone, requiring approval before sending
- Identifying appointments, resolving conflicts, and planning preparation time
- Exercise: Have one day's emails pre-sorted and review three reply drafts.
- Research and appointment preparation
- Generating pre-appointment briefings from emails, documents, and web sources
- Recording conversation notes and tasks post-appointment
- Verifying sources
- Exercise: Generate a briefing for a real appointment scheduled next week.
- Establishing routines
- Morning overview including appointments, deadlines, and open items
- Weekly review and planning
- Setting reminders for deadlines and follow-ups
- Exercise: Configure a morning overview as a scheduled task and evaluate its initial output.
- Ensuring safety and control
- Preventing automatic sending and commitments without review
- Minimizing access permissions and excluding sensitive data
- Identifying hidden instructions in incoming emails
- Exercise: Define three rules for your agent and add them to the instructions.
- Outcome: Each participant will have a set-up personal agent with a profile, connected mailbox and calendar, and two running routines.
- Understanding the personal agent
Requirements
- Microsoft 365 or Google Workspace, an AI account with connectors (Claude, ChatGPT, Copilot, or Gemini), and a laptop.
- Programming skills are not required.
Audience
- Professionals, assistants, project managers, and self-employed individuals looking to deploy a personal AI agent for their work.
Testimonials (1)
the tips and recommended prompts that we can take away from this training
