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Free Lesson
How I use AI to run my agency ops
45 min
Nov 17, 2026 12:00 PM
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What you'll learn
Split agency work between agents and people
Sort your week into work that agents can watch, prepare, draft and flag, and the judgment that stays with you.
Build a morning brief and inbound triage
Connect Gmail, Calendar and Slack so that agents read the inbox, check prior contact and post one short brief.
Put an approval gate on everything clients see
Keep every email, post and invoice note as a draft until you approve the exact item.
Turn your playbooks into reusable skills
Package your diagnosis, proposal and report methods as skills that you run on demand, not on a schedule.
Why this topic matters
Most AI agency demos show agents doing the client work. That is the wrong job: clients pay for judgment.
What slows a small agency down is the work around the client work: inbox, follow-ups, report prep, invoices and content.
In this lesson, I show the operating system that runs And/or Labs: 6 scheduled agents and 11 skills that watch, prepare, draft and alert, and none of them can send an email. You leave with a map to build your own.
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