Tag: AI implementation

  • Artificial Intelligence in Business: How to Build a Team of AI Employees

    Artificial Intelligence in Business: How to Build a Team of AI Employees

    In today’s business environment, many leaders face the same headache: how to optimize workflows and free up team time for strategic tasks. Instead of just using AI for one-off requests, imagine having a whole staff of AI employees who perform routine operations, following your standards and schedule. This article will explain how to turn AI from a simple tool into a full-fledged member of your team, capable of taking on some of the work and increasing business efficiency.

    Implementing AI: From One-Off Requests to a Systemic Approach

    Many companies claim to actively use AI. However, as Callan Faulkner, founder of The Uncommon Business, notes, this often boils down to one-off requests. For example, a sales manager might spend an hour creating a commercial proposal using Claude or ChatGPT, but the next time a request comes in, the process starts from scratch. This is inefficient and does not allow for the full potential of the technology to be utilized.

    • Lack of reusable instructions.
    • Failure to create a knowledge base (successful proposals, objection handling methods).
    • AI does not become a repeatable system that supports the process.

    Creating an AI employee is a completely different skill. Callan defines it as “a trained, reusable AI system that performs a specific business function as well as or better than a human.”

    Benefits of a Systemic Approach to AI

    Systemic AI implementation brings significant benefits. Callan Faulkner’s company, The Uncommon Business, projects $40 million in revenue with a staff of about 50 people. A few years ago, such a result would have required a much larger team. The goal is not to reduce staff, but to unlock human potential.

    “Callan has never fired a person because of AI. Instead, AI allows employees to focus on strategic and creative work that truly inspires them.”

    However, a gap is already noticeable between employees trained in AI and those who are not. A marketer without AI skills can spend weeks creating landing pages and images, while a trained specialist does 10 times more in a day. The problem is not replacing humans with AI, but the need for humans who can effectively manage AI.

    Three Fundamental Concepts for Creating AI Employees

    Before you start creating an AI employee, you need to master two key concepts and one important asset.

    Concept 1: Finding the shortest path to an “A+” result

    Many professionals, by habit, strive to do everything themselves, proving their worth. Today, this becomes a burden. Callan’s philosophy: the fast track to an outstanding result is a new competitive advantage. This does not mean “cutting corners,” but rather optimizing the process.

    For example, Callan’s team used to spend days developing Instagram carousels. Now, after training Claude Design on examples of their best work, they create a polished carousel in eight minutes, and ten carousels in half an hour. The quality remained the same, but time and energy costs were reduced.

    Concept 2: Training equals quality of result

    Without proper training, AI produces generic and impersonal content. To get a unique and high-quality result, you need to document standards:

    • Publication goal.
    • Brand tone and voice.
    • Examples of successful content.

    If these details are not documented and passed on to the AI, it will have nothing to base itself on. Callan gives an example from her podcast: every step of the process must be described in detail so that AI employees can work at the proper level.

    Asset: Your “business brain”

    A “business brain” is a centralized repository of all important company documentation: prices, processes, standards, brand voice, ideal customer profiles, past successes, etc. If the documentation is insufficient for a new employee, it will be insufficient for AI. AI employees are only as effective as the data they have access to. The time of chaotic files on Google Drive is over.

    How to build an AI employee from scratch

    The process begins with an audit of current tasks. Callan recommends identifying all daily, weekly, or monthly tasks that generate revenue but do not bring satisfaction or are valued at less than $50 per hour. This could be:

    • Content design and editing.
    • Creating presentations.
    • Generating commercial proposals.
    • Writing email newsletters.

    For example, Callan’s copywriter, Nick, spent most of his time writing sales pages. He documented his approach, analyzed the most successful pages, and began creating AI employees to produce content. Now Nick manages a team of AI copywriters and QA specialists, focusing on strategy and creative direction.

    Professional tip: Even tasks in which you feel like an expert are worth analyzing. Callan found that after training AI in processes in which she considered herself the best, the AI’s results sometimes surpassed her own. Transitioning from creator to editor is a more efficient use of time.

    AI Interview Method

    Once you’ve defined the task, open a new chat in Claude and describe the situation in detail:

    • Who you are.
    • What the company does.
    • What specific task the AI should perform.
    • What the ideal outcome looks like.

    Then, ask Claude to conduct an interview by asking five high-impact questions to extract your exact process. Callan prefers voice input as it provides richer context. Tools like Wispr Flow allow you to speak rather than type, which facilitates a more complete and nuanced description.

    “Board of Directors” Technique

    For complex decisions, Callan uses Claude to assemble a team of 3-5 experts in the relevant field to discuss the best approach. For example, when creating executive compensation packages, she asked Claude to draw on frameworks from Mark Cuban and Sara Blakely. This resulted in recommendations based on proven business thinking, rather than generic search results.

    Training and Testing AI Employees for Outstanding Results

    Once you’ve achieved an excellent result in a chat with Claude, the next step is to save it as a “skill.” Within Callan’s framework, a skill is a saved, reusable set of instructions that is available at any time and connected to Claude. It’s like a “prompt on steroids”: one command triggers a complex, trained process. “A skill is an AI employee,” says Callan.

    Managing Skill and Memory Changes

    After creating a skill, Callan asks Claude: “What do I need to do to turn this into a reusable skill?” The answers usually point to creating a Claude Project — a workspace where knowledge files, instructions, and skills are stored. For example, for a sales proposal skill, the project might include past successful and unsuccessful proposals, all pricing information, and 15 key objections with detailed descriptions of how to handle them.

    Artificial intelligence in business: how to create a team of AI employees — illustration 2

    The final layer is connectors. If a workflow involves external tools (e.g., saving a proposal to a CRM or sending it via Salesforce), Claude connectors allow the skill to interact directly with these platforms. A fully built AI employee works as a skill, based on a knowledge base, with activated connectors, and the entire team is trained to use it.

    Testing and Refinement

    After creating a skill, the real work begins. Callan advises: test each skill to exhaustion. Most people are content with mediocre results from AI. Callan recommends persistently demanding better. If Claude produces something mediocre, she explicitly states that it can do better and asks it to try again. Often, it is after such a “push” that the desired result is achieved.

    Her skill as a voice copywriter, one of the most valuable AI employees, required fifteen hours of work. This investment is justified when compared to human training. It took three months of weekly work for her copywriter to start writing in her style. Many, however, give up on AI training after 45 minutes, believing it cannot grasp their style.

    The testing process follows a specific pattern:

    1. Launch the skill.
    2. Check the result.
    3. Manually correct parts that do not meet the standard.
    4. Return corrections to Claude with a specific request: “I made the following changes to your output to meet my standards. Please update your skill to incorporate these changes and use them in future outputs.”

    A useful trick: during the conversation, ask Claude: “What have you learned from our interactions?” and ask it to update the skill so that these lessons are reinforced. An important technical detail: skills and memory in Claude Projects can become out of sync. Claude can update its memory based on the conversation but not update the underlying skill. Callan recommends explicitly telling Claude to update the skill itself, and then manually clicking the save button.

    Projects also have their own invisible project-level skills that can conflict with workspace-level skills. When creating a skill that should work across all projects, specify “workspace skill” or “core skill” so that it is available everywhere, not just in one project.

    Pro Tip: For teams building skills at scale, Callan’s company copies each skill into a Notion database, tracking who created it, when, the version, and its purpose. They even have a skill that checks their skill database for duplicates. Each department manages its skill repository, and skill management is a standard part of every quarterly review.

    Scheduling AI Employees for Autonomous Execution

    Once a skill has been thoroughly tested and refined to a high standard, it can be scheduled for autonomous work without human intervention.

    Current limitation: the computer running Claude must be turned on for scheduled tasks to execute. Callan uses a dedicated office computer logged into the corporate Claude account. Any employee wishing to schedule a skill logs into this account on that machine.

    Callan uses Claude’s scheduled task feature via the Claude Cowork desktop application. There are options to select the day, time, and frequency of skill execution. There is no limit to the number of active scheduled tasks.

    One of Callan’s scheduled skills is the “Instagram Researcher.” Every Monday morning at 6:00 AM, it visits competitor Instagram accounts, identifies viral content in the AI education sphere, analyzes the approaches and “hooks” used, extracts content transcripts from the previous week, and adds content ideas directly to the Notion database. Her social team logs in on Monday morning and manually approves the ideas they want to implement. What used to be a routine task for the social team on Monday morning is now performed autonomously.

    Another scheduled skill runs hourly, extracting meeting transcripts from Granola and archiving them into a Notion database that powers her “second brain.”

    Conclusion: Invest in AI Employees for Business Scaling

    Creating AI employees is not just automation; it’s an investment in the strategic scaling of your business. Shifting from routine operations to managing efficient AI systems allows your team to focus on creativity and innovation, addressing “customer pain points” related to lack of time and resources. If you are looking for full-cycle short video production or comprehensive promotion through short videos, consider how AI employees can take on some of the work. This allows you to order everything in one place, effectively replacing part of the team with a service. Are you ready to rethink your business processes and build a team where AI and people work in harmony? Start with a task audit and document your standards today. Learn more about how to choose a contractor for social media content outsourcing, and what mass posting quality criteria are truly important to avoid wasting your budget.

    Frequently Asked Questions

    What is an AI employee and how does it differ from regular AI use?

    An AI employee is a trained, reusable AI system that performs a specific business function as well as or better than a human. Unlike one-time AI requests, an AI employee is part of a systematic approach that automates repetitive tasks, following defined standards and schedules.

    How do I start creating my first AI employee?

    Start with a self-audit: identify tasks that are time-consuming, revenue-generating, but unfulfilling or undervalued. Then document each step of performing that task, its purpose, quality standards, and examples of successful outcomes. Use the AI interview method in Claude to describe the process in detail.

    Do I need to be a technical specialist to create AI employees?

    For 90% of business operations, creating AI employees does not require technical skills. The key is communication (the ability to clearly articulate needs) and creativity (resourcefulness to bring AI to an outstanding result).

    How to ensure high-quality results from an AI employee?

    The key to quality is thorough training and testing. Document all standards, tone of voice, examples of ideal results. After creating a skill in Claude, test it exhaustively, demanding improvements from the AI until the result meets your “A+” standards. Don’t forget to regularly update the AI’s skills and memory.

    Can AI employee work be automated on a schedule?

    Yes, once a skill is debugged, it can be scheduled for autonomous execution. Use scheduling features in tools like Claude Cowork to set the day, time, and frequency for the skill to run. This allows for the automation of routine tasks such as data collection, competitor analysis, or content generation.

  • 4 questions before implementing AI in event management

    4 questions before implementing AI in event management

    4 questions before implementing AI in event organization

    Implementing artificial intelligence in event organization can free up time for tasks that require human involvement. Katie McPhillips, marketing director at SmarterX, shared practical experience at the MAICON conference: an AI agent compiled a list of top-100 marketers for outreach while she handled other tasks. This is a vivid example of how AI helps without replacing humans.

    Event organization is a complex process that includes planning, promotion, programming, and post-event activities. Each stage requires attention to detail and human judgment. But what if part of the routine could be delegated to algorithms? Let’s break down how the SmarterX team uses AI at each stage and what questions to ask before implementation.

    Planning: AI brings back context for decision-making

    McPhillips’ team tasked AI with gathering competitive data: analyzing websites, creating sponsor and package tables. This freed up time for more important tasks. AI also helped structure pricing and forecasting, despite MAICON lacking a proper history.

    Now you can ask AI for data on past events and understand whether a change is a trend or a forecasting error. AI brings back context for decision-making that was previously unavailable due to unstructured data.

    Promotion: the inbox remains human

    McPhillips clearly defined the boundary: email is the most important channel, and she is not ready to send clients messages that don’t sound like their brand. An experiment with a GPT persona showed that AI recommendations for emails led to a drop in open rates and clicks.

    AI itself diagnosed the problem: the emails stopped answering clients’ questions. This confirms: AI does not replace strategy. It can analyze data, but it doesn’t understand the nuances of human communication that are critical for building trust.

    Programming: client feedback shapes the program

    A few months before the event, the team compares the draft program with feedback from conference evaluations, Slack discussions, webinar chats, and podcast comments. This helps identify strengths and weaknesses.

    4 questions before implementing AI in event management

    One review revealed a gap between beginners and advanced AI practitioners, leading to the creation of two new session formats: a transformation stage with 15-minute interviews and build sessions where participants create a working agent in 30 minutes. Client feedback shapes the program, and AI helps structure it.

    During the event: clips in an hour and speaker kits

    Goldcast connects to main stage recordings, and within an hour after each session, the team receives 10 short clips for social media. This helps attract attendees who missed the first day. By the end of the event, about 150 clips accumulate for announcing the next year.

    The next day, each speaker receives a kit with key moments, audience questions, clips, and graphics, compiled in the Claude project but reviewed by a human. This encourages speakers to return. Automating content creation allows the team to focus on engaging with attendees.

    Post-event: AI finds themes across days of content

    Many teams underestimate the opportunity to turn an event into year-round marketing. AI analyzes three days of sessions, identifying recurring themes and connections between speakers who have never appeared together.

    These themes turn into podcasts, social content, Slack discussions, and webinars. The team also links content to search queries for SEO and answer engines. AI finds themes across days of content, creating the foundation for a long-term marketing strategy.

    4 questions before implementing AI in event organization

    1. Does it eliminate administrative work or replace human relationships?

    Creating lists saves time for communication. Automating the communication itself can weaken relationships. Agent McPhillips enriched the contact list, but she sent the messages personally, with personal notes for 60-70% of acquaintances.

    This is a key distinction: AI should eliminate administrative work, not replace human relationships. If a tool starts interfering with personal communications, that’s a signal to reconsider the approach.

    4 questions before implementing AI in event management

    2. Will someone review the output before sending it to a client, speaker, or sponsor?

    Inaccurate content undermines trust. Speaker kits go through Claude, but every element is reviewed by a human, because a speaker who receives an incorrect review won’t appreciate the speed.

    Human review is not a luxury but a necessity. Even the most advanced AI can make mistakes in interpreting context or tone. Therefore, always assign someone responsible for final control.

    3. Does this process put client data at risk?

    Establish a data policy before experiments, not after an incident. SmarterX removes identifying details from every review before adding it to the knowledge base. “We’ll put anything into AI, even P&L, but not client data,” says McPhillips.

    Protecting client data should be a priority. Before implementing AI, make sure your team understands which data can be used and which cannot. This will protect you from legal and reputational risks.

    4. Can an existing tool handle 80% of the task?

    SmarterX prefers to hire staff rather than buy new software. A new tool should answer the questions: does the team need it, can it be trusted, and is it compatible with HubSpot. Start with the question: “Can the tool you already pay for solve 80% of the task?”

    Often companies buy new solutions without using the potential of what they already have. Optimizing existing tools can save budget and training time. If the current tool handles most tasks, it may not be worth complicating things.

    4 questions before implementing AI in event management

    Frequently Asked Questions

    How does AI help in event planning?

    AI automates the collection of competitive data, price analysis, and forecasting, freeing up time for strategic decisions. This allows the team to focus on creative aspects that cannot be automated.

    Can email marketing be fully automated with AI?

    It is not recommended. A personal approach maintains customer trust; AI can help with analysis, but not in creating personalized messages. Automation can lead to decreased engagement, as shown by the SmarterX experiment.

    How does AI improve the event program?

    AI analyzes participant feedback and identifies gaps, allowing the creation of new formats that meet audience needs. This makes the program more relevant and interesting for different skill levels.

    Conclusion

    The answers to these questions will change as AI evolves, but responsibility for relationships with clients, speakers, and sponsors will remain with people. This is where human contribution is most valuable.

    If you want to optimize event organization with AI, start with these four questions and ensure that technology serves your strategy, not replaces it. AI is a tool, not a replacement for human judgment. Use it to automate routine tasks, but keep control over key aspects of interaction.

    Ready to implement AI in your processes? Start small: choose one task, test the tool, and evaluate the results. Remember that success depends not on technology, but on how you apply it.