
The Future of Your Business Includes AI Agents… And They’re Not as Complicated as You Think
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Amy Porterfield
Hey there.
Rick Mulready
Welcome to the Amy Porterfield Show.
Amy Porterfield
So keep track of what you're doing. What are the repetitive tasks that you're doing in the business? Or if you have a team, what are repetitive tasks that the team is doing? I'm not saying get rid of your team. The reality is, though, is that this is where things are going. The idea is to have agents complement people on your team so that they can do higher leverage work.
Rick Mulready
I've got a funny story about my guest today, Rick Mulready. Rick's been on the show, the Amy Porterfield show, already once, and he's been on the Online Marketing Made Easy podcast many, many times. So I feel like I've known Rick for at least 10 years, and he doesn't know this story, but back when we first started to become friends, he lived in San Diego. I lived in Carlsbad, which is very close to San Diego. And we would meet up every single week at Starbucks. And we were a few years into our businesses, so we would talk about what wasn't working. We'd complain to each other about how hard it was to get our businesses off the ground. We would help each other create content and strategies and all of that.
Amy Porterfield
So.
Rick Mulready
So we were really good friends really quickly. And I would talk about Rick with Hobie, who happened to be my new husband at the time. Like, we hadn't been married that long. And so I would say, rick this and Rick that, and I'm going to go meet with Rick. And so one day we were at Starbucks and we were just working away on our computers, and Hobie, my husband, walks into Starbucks, and he never goes to Starbucks, for the record. And he made a beeline to our table and. And he sat down, like, out of nowhere. And he had never met Rick. So I introduced them, and then he kind of, like, just stayed around. I'm like, what are you doing, babe? Like, why are you at Starbucks? He's like, oh, I was just in the area. You said you were here, so I wanted to say hello. And I knew instantly that Hobie was checking out Rick. He wanted to be like, who is this guy? Why is my wife spending weekly meetings with him? And I just knew, like, he was just sussing us out a little. I don't blame him. I would have done the same thing for sure. And so Rick doesn't know that, but that's why he showed up at the Starbucks. But since then, Hobie and Rick love each other. And I have just been dear friends with Rick over the years. And here's the cool thing, he's always impressed me with his knowledge. For so long. Rick and I both taught Facebook ads. He was always better than me at teaching Facebook ads to the point that I would, like, ask him questions as I was updating my Facebook ads program. And so he's really, or was really proficient with Facebook ads and taught it for years and years, but he recently made a very big pivot, and he's gone all in with AI. He's got this incredible membership all about learning AI and keeping up with AI, and he just gets it. So lately he's been geeking out, like, in the best possible way about. About AI agents, something that I don't know enough about. But I'm intrigued, and I want to know more about AI agents, and so does my team. And so what he's uncovered is wildly cool. So when I talked to him about it, I just knew I had to bring him back on the podcast because the last time he was here, we talked about custom GPTs, and now he's coming on and we're talking about AI agents. And I teased throughout this episode about how he basically called me basic in our first episode. I was so proud of myself. I'm like, can you believe I know all this? He's like, well, this is a little bit of the basic stuff where AI. I was highly offended, but this episode is not basic. And so if you've never heard of AI Agents or if you hear of it and you're like, that sounds like a robot. Stick with me here because I have him break it all down. So. So at the end of the episode, it absolutely makes sense. So I won't make you wait any longer. Let's bring on my friend Rick Mulready. It's really cool that here we are again.
Amy Porterfield
Here we are.
Rick Mulready
And as I mentioned in the intro, you called me basic in our last AI training, but today is not basic. Mr. Today, this is taking it up a notch.
Amy Porterfield
I may or may not have heard from one of the other people that I refer to as basic as.
Rick Mulready
After that, I heard that Jenna reached out and said, so. Heard you called us basic. Yeah. So thanks for nothing.
Amy Porterfield
Take it out of context. Yes.
Rick Mulready
Well, today we're going deeper, and we are talking about AI agents. And I have to say, I don't know a lot about this topic, but I know I want it. I know enough to know that I want to incorporate it in my business. But Jaws, my CEO and I were talking about this, and I said, we need someone to help us understand what this is. All about. And then I said, should I have Rick on the show? She's like, please. Like, this episode is for my CEO Jaws, just so you know. So we're just talking directly to her because Jaws, her name is Jen Dawes, and so we've always called her Jaws.
Amy Porterfield
Why do I. Okay, I know that name. Okay.
Rick Mulready
You know, Jaw. You. Yeah, you've met her before. You've met her before.
Amy Porterfield
Yeah. Okay. Okay, I like it.
Rick Mulready
Okay.
Amy Porterfield
Yes.
Rick Mulready
Yeah. So this one's for her, and we're going to start at the very top. So are you ready?
Amy Porterfield
Okay. Yep.
Rick Mulready
Okay. So what exactly is an AI agent? And here's the question I really have. How is it different from either just a regular chat GPT prompt, like, hey, write this email for me, or even a custom GPT?
Amy Porterfield
When you do something in ChatGPT, like, write this email, or even a custom GPT if you want it to, like, I don't know, analyze a document and pull up, you know, extract seven ideas from this transcript or whatever it might be. It's a singular task. Like, you ask it to. To do something, and it does it, but it doesn't. It's not. Think of it, like, dynamic. It's just gonna do the task, but it's not gonna. Like, you ask it to write an email. It's not gonna. Then go send the email with an agent. I read about this the other day, and I was like, oh, that's such a. Like someone who's a fan of, like, Jason Bourne movies or James Bond.
Rick Mulready
Okay, not me either.
Amy Porterfield
So they're. They're agents, right? You give an agent a goal to do something, and you give the agent, like, resources. So in James Bond, for example, you're giving them money in a car and, like, the details of the mission, and then they go, do it. Like, they go autonomously, go do it. It's the same thing. That's how to think about an AI agent in your business. So, for example, again, going back to ChatGPT, you could say, hey, write this email. But then an agent. Whereas an agent, you could be like, I want to write an email to Amy asking about, can I be on her podcast? In Whatever. In. You know, And I want you to come up with. I want you to review recent episodes that she's had on her podcast, and then based on those episodes, I want you to propose three ideas that are relevant to an X, Y and Z. So it would write the. It would go do the research, it would write the email, and then if I wanted it to, without reviewing it first, But I would want to review it first. It could then send the email by itself.
Rick Mulready
Okay, that's impressive.
Amy Porterfield
That's the difference because so think an agent is like you're giving it parameters to do, you're giving it helpful information and then it will autonomously take action for you.
Rick Mulready
That's incredible. I want you to give me one more example because I have many questions about this, but give me one more example of an AI agent either in your company or in one of your students companies.
Amy Porterfield
Well, right now I'm setting one up right now, for example, to. So LinkedIn I'm noticing is especially in the AI space, it is, it's very, very, I don't want to say easy, but it's working really well to build audiences and also generate leads.
Rick Mulready
Just LinkedIn, period?
Amy Porterfield
Yeah, LinkedIn, period. Like so posting helpful content on there and so forth. So I'm building an agent right now that I've given it, I think five different LinkedIn accounts for it to monitor. And then once a week it goes and finds, within these five accounts, it goes and finds the top five, I think for each one, I think it's three or five. They're most engaged with posts. So which of their posts that they've, that they've done over the past week, what's gotten the most engagement? And then based on those posts, it looks at all of my information and I say my information meaning like when somebody joins my community, we ask them, what are three things you want to get out of this community? Super helpful content information. Right. So the agent references that. And then based on the types of posts that are doing well for these five people that I've given to the agent, it writes these posts for me, the LinkedIn posts. And so now I could then just have it go post to LinkedIn for me. But the step previous to that is I want to review them, I want to review the posts. So then it signals me that it like sends me a message in Slack that hey, these posts are ready to review. I go review them and then I can then continue the agent, basically I can approve it and then it'll go post to LinkedIn.
Rick Mulready
Okay, that is really cool. That's a great example because every person listening right now, they're posting on social media. And so in order to say, go look at these accounts, what's most engaged, Take my own content, create posts for me and let me review and then post the them. I mean, come on, that is good. That is good.
Amy Porterfield
And that's a perfect example of like the difference is here's an example. Like if you went into ChatGPT, like, here's an example of a LinkedIn post that I really like. I copy pasted and now write a LinkedIn post for me based on, you know, whatever this formatting or structure, what have you. Okay, cool. It'll do that. But I want it to do all these other things all the time.
Rick Mulready
Okay, that one was so good. Give me one more.
Amy Porterfield
So a lot of, A lot of us struggle with customer service or processing our email inboxes. So another example of an agent, and this is another one I'm, I'm, I'm building out now too. A friend of mine has this, has this agent. I think it's really, really smart. It's. And it's not like it's not groundbreaking, but the ability for it to process incoming emails into your inbox, whether it's your own personal inbox or your customer service inbox. It can sort it based on, oh, this is a, whatever technical question, or this is a customer issue with the login or what have you. And you're basically setting these parameters. So it's like, you know, it's the whole if this, then that sort of thing. So it's like, look for these types of words. This is just a very oversimplified example, but look for these types of words. And if it contains login for, you know, I'm having an issue logging in, then it routes over here. And then there is an agent that handles that request. Or somebody might say, oh, I want to update my credit card or what have you, well, an agent can take care of that. It's all routing accordingly. And so I love it. It's just this beautiful, like, if this, then that framework, if you will, that's like written out that, oh, it's working super, super well. And then if you're, if you get a question where it's like, well, the agent doesn't know or it doesn't have the information based on what you've given it, you can, like, it's. Again, it's like if you're not, you know, I'm just oversimplifying this, but if you're not comfortable answering this question, send me a slack message with the question.
Rick Mulready
Oh, I like that.
Amy Porterfield
So then you figure out what, reach.
Rick Mulready
Out to you and say, hey, I need some help with this question.
Amy Porterfield
Exactly. So then you get that question and then you answer the person or somebody on your team answers that person, and then you update your knowledge file of that has all the, you know, the q The Q and A's so that the next time something similar gets asked. Now the AI has up to date information so that it won't have to sock you next time. So it just keeps getting smarter and smarter.
Rick Mulready
I do think AI can revolutionize a customer experience department. I've been talking about that to my team that runs my customer experience where there's so many amazing opportunities there. But an AI agent that will actually sort through the type of emails, then send it where it needs to go and get them answered and, and then ask you, hey, can you give me some insight here to answer this better? I mean, come on. That's good.
Amy Porterfield
Yeah. And this is one of those where, where you don't like just, you know, employ, build this agent out and just like you employ the agent across all of your massive customer service. Like you do it in small chunks, right? So you test it out, you teach it your brand voice and maybe you start off with like it drafts the email response and you check it before it gets sent, you know, sent out. And you, you know, maybe you set up a simple scoring system. It's like, oh, you know, we're starting off at like 70% of the emails that it's writing are really good. But I'm not comfortable with it responding on my behalf until it's like 95%. So you just keep tweaking. And that's the beauty of these things is like, you know, you build it over time. And I know that one thing we're going to talk about is like, what's, you know, what's a mistake that a lot of people make with agents and just to kind of allude to it now is like they think that it's, I set it up, it's going to work out of the box and then I don't have to check it, it can just do everything for me. Well, it's, it's more than that.
Rick Mulready
It's going to take some training. So we're going to get to that for sure.
Amy Porterfield
Yeah.
Rick Mulready
Okay. So I'm starting to understand the value of an AI agent, especially when you give me examples. I'm like, oh, I could totally see that working in my business. But how do you figure out what tasks in your business are AI agent able versus what really needs your personal touch?
Amy Porterfield
I love that AI agent, AI agent.
Rick Mulready
Made it up, but you can start using it.
Amy Porterfield
Yeah. Thank you. Thank you. So this is the, this is the dreaded audit time audit that nobody likes to do, but yet is just absolute gold in what it, what it gives you and so you want to be looking at like, what are the tasks? So number one, keep track of what you're doing. You know, I mean it's most helpful to like, oh, I did this for 45 minutes. So from like 9 to 9:45, I whatever checked email. And then from this time to this time, I did this. So keep track of what you're doing. What are the repetitive tasks that you're doing in the business, or if you have a team, what are repetitive task that the team is doing? Right. And I think it's important right now to caveat too. Like, I'm not, like, I'm not saying get rid of your team. The reality is though, is that this is where things are going. You know, the idea is to have agents compliment people on your team so that they can do higher leverage work.
Rick Mulready
I love that. Have these AI agents complement your team so that your team members who are smart and efficient and knowledgeable can uplevel and add even more to the business because they're not bogged down with all these small tasks that they don't need to be doing.
Amy Porterfield
Yeah, a hundred percent. And if you're a solo, you know, if you're a solo operator, like it's the same thing is like, how do, how do we get these things off of your plate, these repetitive tasks that are just either taking way too much time or draining your energy. That, that's so it's not allowing you to do what you're best at. So for sure, be looking at these, what are these repetitive tasks? What's taking up your time, your energy? If it's not on a daily basis, what's on a weekly basis, even on a, even on a monthly basis. And be looking at those things, like, of those things, number one, are they important? Like, should I be doing them in the business anyway? So let's just say that you are they, they are important. Do they have clear steps to accomplish something? So this is the other dreaded part too, is the sop.
Rick Mulready
Sops. I knew you were gonna say yes.
Amy Porterfield
Yeah, Everybody hates the SOPs. But it's like, is there a process for how you do social media, for example, is there a process for how you post on LinkedIn or Instagram or what have you, or write your newsletter, for example? What are the steps that go into accomplishing that? Make sure that they're documented and like, it's those types of things that are great places to start. Now I wouldn't start necessarily with like, okay, I want to, I want an agent to take over My entire email marketing and my weekly newsletter work up to that. But if it's something like, oh, I want to start posting on. I'm just, I keep using LinkedIn. If I want to start posting on LinkedIn. Oh, okay. That's pretty low risk. Meaning like I can set that up to do it and I'm, I'm going to check the work before it goes out. Okay, cool. Maybe I can start there because that is something that is repetitive. Right. You're going to be consistently doing it. It's good for marketing, good for lead gen, et cetera, et cetera. Like, okay, cool, let's, let's start there. But it's really about being aware of what you're doing in the business on a daily, if not weekly basis.
Rick Mulready
You know, you said something earlier that I thought, oh my gosh, that would be so cool. So you and I, Rick, have been doing this for a long time. We were just for the record, I'm glad we weren't recording before everyone came on because we were talking about how Rick and I have known each other for many, many years. So I'm like, are you starting to feel like it in your hip or your, your knee or. We were talking about all our ailments as older. Yeah, it wasn't my most favorite company.
Amy Porterfield
We were both checking the boxes like.
Rick Mulready
Oh yes, yes, so true. However, imagine Rick, if we were starting our business today or even just one year, a lot of people listening right now. They're like one or two years into their business, but they don't have a team yet. Imagine if you got really good with AI, specifically AI agents. You dialed it in and then you could hire a really high level marketer, let's say in your business. Because you don't have to hire five people now, maybe just one, but you pay them really well because they're really skilled. That is a really cool way to look at growing your team.
Amy Porterfield
Yeah, exactly, exactly. There's a, there's a founder of one of the tools that we'll, that we'll talk about. I have no financial interest. I'm not. They don't even have an affiliate, so. But I really like. They make it super easy to build agents and workflows and so forth. It's called Relay App. Jacob is the CEO and founder. I mean he's got the technical people in place on his business, but his marketing team is like 40 agents, like doing all different types of things. And that's like think, like, think about how cool that is that even a year ago, I mean yes, it was possible, but like, it's mind blowing what you can do now, you know, it.
Rick Mulready
Really is mind blowing.
Amy Porterfield
Right before coming on, I was reading about this, this guy who runs a $300,000 a month membership. And it is him. It's just him.
Rick Mulready
Okay, that's wild to me. I think that's what we're going to see. Really lean, smaller teams, but only for the people that really learn this and really pay attention. That's why I want to keep having you on the show and keep talking about AI, because it's something that it's. You said it when you came on. It's happening. This is the way we're going. And so imagine if you could get just a little bit ahead of your competition in this area, what that could do for you and your business and save you so much money. So I'm glad we're talking about this, but I'm curious. I wouldn't even know where to start. So, like, what tools make it easy to use AI agents in your business? And, and if I were to choose one, which one would it be?
Amy Porterfield
So the first thing I would, as far as building out workflows and so forth, I really like Relay Relay app because it is the whole reason that, that he built it. And I know because I've, I've chatted with him. The whole reason he built it is to have like an even easier version ofzapier or make.com. it's like people who are non technical just, they know that they want to get things done in their business and want this type of capability and to be able to build it out, build these workflows out without technical knowledge. It's great. It's really good.
Rick Mulready
So Relay app and so I'm going to be like a super beginner here and hopefully some of my audience will appreciate this. So are you saying, okay, let's pretend I want to build out that LinkedIn AI agent. I think that's so cool how you set that up. Would I go to Relay app and use that tool to build out? Okay. It needs to do this first and then this and then that and da, da, da. I would build it out there.
Amy Porterfield
Yeah. The first thing that I like to do is I'm a very visual person and even if you're not visual, like just list out the steps that you want.
Rick Mulready
Okay. Because I'm not visual. So I would just list out that, starting from the beginning to end, what I want this thing to do. Okay.
Amy Porterfield
Exactly, exactly. And then you can go into it. So every Every agent is going to start with a trigger, right? This is same thing in Zapier. Like what triggers the workflow, right? So super simple. This isn't an agent, but this is a very simple automation. It's. There's no AI involved. But think about it like this. So for my YouTube videos, I have a Google Drive folder for all of my videos within, you know, video 54. I give it a name and then there's a folder in there for the raw video, for the description, for the thumbnails. Well, I don't want to have to create those every single time. So I have an automation built in relay that every time I have a Slack channel called New YouTube Video, I go into that channel, I type in video 54 context engineering and I send it. That triggers the workflow. And so it creates the new folder in Google Drive with all the folders in it with the Google Doc in there for my description. Like that's not an agent. But just think about it. From my trigger was literally typing into my Slack channel.
Rick Mulready
That trigger word was. That phrase was really sophisticated. What was it again? Something engineering or what you say?
Amy Porterfield
Oh, context engineering.
Rick Mulready
Context engineering. What the heck?
Amy Porterfield
I think it's important to, to talk about that. Okay. Because it's, it's, it's. This is what makes agents so good.
Rick Mulready
Okay.
Amy Porterfield
And I've gotten, I published a video literally one year ago in 2024 called Stop Learning Prompt Engineering. Prompt engineering is just like learning how to prompt. We talked about it, you know, the last time and I have gotten so many hate comments about that. Oh, this is like clickbaity. And I just got one this morning. And then I saw this other video by an OpenAI ChatGPT's company, OpenAI Engineer, and the video is called Prompt Engineering is dead. That's literally what was in my thumbnail.
Rick Mulready
I started a year ago.
Amy Porterfield
Exactly. I'm just ahead of the curve. But the key part of agents is yes, you do need to have good instructions telling it what you want it to do, but the context is the key. So for example, the context for our LinkedIn automation, our LinkedIn agent, the context is LinkedIn because people are posting over the week. And so mine will run on Friday. Today's a Wednesday, so Friday morning I'll get the report in Slack of all of the posts that it pulled for me, you know, highest engagement from. So that is what I like to call dynamic context. Just simply meaning like it's Dynamically updating, like LinkedIn. New posts are coming every minute. And so attaching LinkedIn to that step of my, you know, agent workflow that is, in essence, it's context engineering. You're attaching context at the right point of your workflow.
Rick Mulready
Hey, real quick, before we continue, a quick word about our sponsor. I've got to tell you about a really cool model that I. I'm a little bit obsessed with right now. So it's called the working genius model. And I'm telling you it's going to transform your work, your team, and your life. And really, it will do so by leveraging your natural gifts. So it's an assessment that I recently took. It takes like 10 minutes, and the results you can apply immediately. You're going to discover how to increase joy and energy at work by understanding what. What your geniuses are. And it kind of blew my mind. Cause I thought, this makes sense why I do some things and I hate doing them. And then I do some other things, and it fully lights me up. And it actually gave me permission to stop doing the things that totally drain me because now I understand why they drain me. So it's really good. So essentially, you're going to get more done in less time with more energy and joy. Yes, please. Right, so you can get 20% off a 25 Working Genius assessment. And if you go to working genius.com and just enter the code marketing at checkout. So you're going to get 20% off. It's 25 bucks. It's worth every penny, but you'll get a discount. Go to working genius.com and enter the promo code marketing at checkout. Okay, let's get back to the episode. So take me back to Relay app, because what you just explained there is so very cool. Because, you know, I am an organized queen. So if you're telling me that I could tell Relay do app to create a folder for, let's say, this podcast episode, you're right. We have like five folders, raw file, edited thumbnails, all of that. So it sets up the basically infrastructure for this episode. But that's not AI yet. We're not even in AI.
Amy Porterfield
Yeah, that's just a simple automation.
Rick Mulready
Great. But it's a cool one for sure. Okay, so take me back. I want to create this AI agent for LinkedIn exactly how you've done it. So now I go into Relay App and I. Well, first I write my list of start to finish, what I want this thing to do. Then I go to Relay App and.
Amy Porterfield
I do what you start building out that list of what you just said. So, like, so what is the trigger that you know you want to. And the trigger can really, I mean, you can manually trigger it, meaning, like you can go into Relay and literally click a button that, that triggers the, the workflow. Or you could be in Slack like I just mentioned, and you have like, you know, LinkedIn post ideas channel, and you can just type in there, give me some ideas or write me some posts, and then that's the trigger. And so then it's just, you're setting up the steps of that, of the, of everything that you've, that you've listed out.
Rick Mulready
Okay, so I've set up all the steps. Now what do I do?
Amy Porterfield
Well, within the workflow there, for example, in Relay, each step that you set up, you can test it.
Rick Mulready
Oh, nice. Okay.
Amy Porterfield
Which is great, right? Like, you can, you can test it. It'll tell you if it's not working correctly. And they have a little AI assistant right there that's, that's, you can just say like, hey, this is not working the way that it's supposed to. I'm not. Or I'm getting this kind of output. I don't want that. I want this. And it'll, it'll tell you how to fix it. Right.
Rick Mulready
Okay.
Amy Porterfield
And that's not like, that's not specific to Relay. A lot of the tools now will do that where it's like they have like a little AI assistant in there to help you build these out, which is great.
Rick Mulready
Yes.
Amy Porterfield
So you're just testing along the way each step as you go. And then they have once, once you've tested it all the way through, then they have an overall test run button. So like, okay, test this whole thing all the way through and see how it does. And then you're judging, like, oh, I like this output. Yeah, I think it did a really good job here. And then you turn it on. The couple of things that you will need to do this is depending on what AI model you're going to use, whether it's Claude, whether it's ChatGPT or Gemini or whatever, you're going to need an API key. So you are going to need. It's not like going into ChatGPT and you pay 20 bucks a month for it and you can use it whenever you want. Essentially, this is you're paying per usage of the AI. The cool thing is, though, depending on what model that you're using, you're only paying like fractions of a penny each time you use it.
Rick Mulready
Got it. Because you kind of freak me out. I'm like, every time it Runs this thing, you're paying, but it's like really low. Okay, that's good to know. But so one question then. I hope I'm not confusing people. I really hope I'm asking questions that someone who wants to do this would be asking you. And that Relay app, it's going. I like Chat GPT. So it's going to, I'm going to hook it up with Chat GPT and that's where that. What is, what is it? API comes in API key.
Amy Porterfield
Yep.
Rick Mulready
API key.
Amy Porterfield
So you just go into, you know, it's called the OpenAI Playground, and then you set up your billing in there. I would literally put $5 worth of credit on there. And even if you run something every single day, it's going to last you a long time.
Rick Mulready
Okay, cool. All right, so that's how you're having your AI tool talk to Relay app. This is great because I did not know there were two entities here, so that's really helpful. Okay, great. And what I like about Relay app is that it's walking you through it. It sounds like it's pretty easy to use because, you know, I'm not super techie. Okay.
Amy Porterfield
Yeah. There's other tools you can be using, but I've found that Relay is the, the, it's, it's built for. And I know that you'd never believe me, but like it's built for us non technical people. I'm not a non. Like I'll, I get it once I get in there, but I'm not like, oh, I'm going to throw some, throw some python code in there and like, I have no idea.
Rick Mulready
You know, I don't even, I've never even heard the term Python code. But okay, sounds intense.
Amy Porterfield
And you connect it to the tools that you use in the business. So.
Rick Mulready
Got it.
Amy Porterfield
You can connect because.
Rick Mulready
Sorry to interrupt you, but do you have to give it your login to LinkedIn? Like you have to connect it to LinkedIn somehow, right?
Amy Porterfield
You have to connect it to. Yeah, you have to connect it to LinkedIn.
Rick Mulready
Yeah, got it. So you're connecting it to the things it needs to connect to. Okay, but I'm feeling good. I'm feeling like this is, this is something I could figure out on my own. Definitely do. But if I'm gonna go do this, I'm gonna try my first one with social. I love that idea. But we kind of alluded to this earlier. But like, let's talk about some of the biggest mistakes that I will make along the way about using AI agents Just in general. So what are some of the big mistakes I could make along the way? Knowing I'm just getting started and then how do I avoid them?
Amy Porterfield
I think the biggest thing is not providing the right context at each step. So they call it a, you know, they call it a knowledge file. So. And the cool thing is with an agent, right, is we have to remember too, the whole thing is like you're building off of the previous step. So if the, if the previous, like if, you know, step two of my. Of the workflow here, that's triggered, let's just say again from Slack, I type in give me some LinkedIn ideas. So it takes those ideas from step one, the trigger, and then uses them in step two. Step two, whatever you're asking it to do has an output. Step three takes that information to do whatever you need it to do. So that's the whole thing with AI agents is that it's building off of the previous thing that it did. The cool thing is, is that it's, it's hopefully remembering all of these things, right? So if it went to go do the research there for whatever five accounts, then it's remembering the most engaged with posts. And then we'll take those posts that it found and then, you know, go reference. Maybe you have a content calendar, maybe it references the content calendar and that lives in Google Drive on a Google sheet. I'm just making this up. Or you use Asana. Do you still use Asana? Yes, it can read, you can connect it to Asana and so it will, you know, let's just say that you're like, I don't want it to write the post quite yet. I just want it to update my. And I have no idea if you do it this way. I wanted to update my social content calendar in asana with these LinkedIn post ideas. Cool. It goes there. And so let's just say that someone in your team is like, oh, I love these ideas and here are five more ideas. Well, because it's connected to that automation again, it becomes dynamic because Asana is being updated. And then maybe let's just say the next step is once these ideas are approved, write the posts. So it's providing the right context at the right time within the workflow and a lot of people sort of skip over that. The reason is we haven't been taught context like that, we've just been taught context in our prompt where we give it a role. And the context is, this is my target audience, this is my tone of voice. Right. Or this is information about my program, you know, and it's kind of like. I call it static context. It's like, this is what it is. Whereas this whole con context engineering thing is creating this environment or a workflow with the right context. So going back to our favorite. I know this is your new favorite analogy or metaphor. Are Jason Bourne or James Bond my favorite.
Rick Mulready
Yes.
Amy Porterfield
We're giving. We're giving. We're giving our agent the right resources to get the job done.
Rick Mulready
But I do. That does make perfect sense. I can see that for sure. You know, one of the challenges I think might come up. It could definitely come up for me is this idea of actually sitting down and figuring this out. Because I'm going to guess the first time I sit down to create an AI agent, it's going to feel a little frustrating to me. It's going to be so new. Sometimes it feels like it's a different language. Like sometimes when I'm setting up a custom GPT, it feels like coding. Like, that's how far, you know, my brain is. Not close to this kind of thing, but. So AI agent would really feel foreign to me. But I think sitting down and spending the time creating your first one is going to take a while, but it's so worth it. And I think a lot of us could say, I just don't have time for this. I'm just going too fast. I'm going, you know, I have too much to do. But that's the whole point of why we need these agents.
Amy Porterfield
Exactly. And this is one of those. It's the worst answer in the world. Right. But it's like we don't have. We don't have time not to do it.
Rick Mulready
It's true. Yeah. I'm starting to see that we don't have time not to do it, but it's a discipline. It's a discipline to say, I think we should all have, like, an AI day every once a month. It's my AI day where I dig in and I'm creating these agents or I'm learning this or that because I think it's that important, I might have to implement that in my business. But I do see that being one of the biggest blocks for my audience is just making the time to figure this out. And so I was thinking, I know you've given us a few great examples of AI agents, but can you think of, like, one task that an AI agent you think now does better than you ever could have? Like, it's more reliable. It's better than you. Like, can you Think of a task an AI agent is doing right now.
Amy Porterfield
I think most of these things that we're talking about, the part that it's not going to have empathy, right? And nuance is, is we're not there yet when it comes to agents. Like, so most of these things, like, the whole LinkedIn thing is gonna do way better than I.
Rick Mulready
Like, I. I was thinking that one too.
Amy Porterfield
Yeah. Like, I mean, not ne. Not that I can't do it, but, like, I don't wanna go research. Like, the most engaged. Like, just tell me, you know, and then it's like, okay, yeah, then I gotta go write the post. You know, Like, I can do it, but, like, it's going to do it. It's going to do that way better. Way better than. Than me.
Rick Mulready
And imagine sitting there and looking at all of these five accounts and going through each of the posts and trying to figure out which one got the most engagement over the last week. No, thank you. I could really think of 10 things that are better worth my time.
Amy Porterfield
Yeah, totally. I would rather stick a fork in my. Like, it's not like something that I really want to be doing, and it's. It is one of those things. Like, I think that's another mistake that, that people will run into is like, it won't work the first time. And I will tell you it's not going to work the first time the way that you want it to.
Rick Mulready
So important for all of us to hear. I think I needed to hear that too. It's just not going to work the first time. And why. Why isn't gonna. Why is it going to work?
Amy Porterfield
Remember, do you remember? I mean, of course you do, but like, going back to previous conversations in years past, Facebook ads, right? Somebody goes in, sets ads up, and they're like, oh, I've lost a lunch of money. I didn't get any leads. You know, this sucks. Like, oh, Facebook ads don't work. I'm not going to do them. It's not that Facebook ads don't work. It's like, you didn't. You didn't. Number one, you probably didn't do something correct in the setup, and you didn't give it a chance. It's the exact same thing is like, it's. You're not gonna hit it out of the park the first try. I don't think anything for me works right out of the bat, right off the bat.
Rick Mulready
Okay, so that's actually great to hear. Yeah, that's helpful.
Amy Porterfield
But you just kind of have to, like, you know, it's the whole like beginner's mind mindset. It's like, okay, well why isn't it, why isn't it working? Did I, did I not explain clearly what I want it to do? Did I not give it the right information? Like, did I have it? Is it not set up correctly with whatever tool I'm using to do this? But this is, I mean, you're totally right. This is, it's a skill that if you don't start learning this stuff now, I know this is all doom and like you will be left behind. Like, that is just the bottom, it's the bottom line.
Rick Mulready
But I do agree with that and I think sometimes I just remind myself of that because it doesn't come totally natural to me. But I'm fascinated with it and I'm all about efficiency. So I'm like, I'm just going to figure this out no matter how painful sometimes it feels. But we talked about some of the mistakes. One context being one. Two, another mistake is thinking it's going to work right out of the gate. But how about misconceptions? Like, can you think of a misconception like entrepreneurs have about AI agents and how maybe that belief is keeping them overworked and under leveraged? Like, talk to me about that.
Amy Porterfield
Yeah, it's this. I, I think the biggest misconception is like I set this up once and it's like it can, it can respond on my behalf, it can write these emails or write these posts or what have you, whatever you want it to do or, And I never have to check the work, right? Or anytime I get whatever an invoice or I need to invoice my, whatever it might be. I want to automate this whole process to, you know, check their balance and send an invoice out, like all that's possible. But it's sort of like this, like, well, I'm going to build this and I'm going to trust it to do it. And maybe it works once and you're like, cool, I don't have to check it and it's just going to do it and send it to the client. Or I'm just make, you know, or post it or send this stuff to my email list or what have you. I think that is a big misconception, is like, you got to, you gotta remember this is AI, it makes a lot of mistakes and you do like you want to be checking the work and be working towards. I'm not saying like you need to check the work a hundred percent of the time. Forevermore. But, like, you want to be building up to that. To that trust.
Rick Mulready
Okay, so talk to me about that. When do you get to trust it? Like, what mindset Shift helped you actually trust AI enough to, quote, hire it as part of your team? Like, how do you build that trust?
Amy Porterfield
Starting small with these. Like this. Like, these little things that you wanted to do and checking its work and. And sort of just being like, okay, that this worked. And it got me, like, you know, I would say I'm 80% confident in its output, but I'm not really going to fully trust it more so until it's like, 95%. And so you start. You just start judging it there. Now, the big caveat to all this is it also depends on what niche that you're in. We have to remember that AI hallucinates, meaning it'll make stuff up.
Rick Mulready
Okay, that freaks me out. Like, I. That is the weirdest thing ever. So what do you mean? It's important to know what niche you're in?
Amy Porterfield
Well, I mean, if you're in the legal field and you need it to be, you know, whatever, referencing old. I don't know anything about, like, I'm not, like, referencing old cases or what have you, you know, they need to be official. I know, right?
Rick Mulready
Like a lawyer. Rick.
Amy Porterfield
Thank you.
Rick Mulready
Just access some old files and legal reports.
Amy Porterfield
Yes, but you want to be checking the work. Like, it will make stuff up. Like, so you've got to be checking it. Or if you're in the medical field and, like, we need to be making sure that stuff is being checked and it's not being posted or just sent out without any kind of human intervention, so.
Rick Mulready
Or even as entrepreneurs. So my lawyer is Autumn Boyd. Do you know Autumn? Do you know of Autumn? Yes, I love her very much.
Amy Porterfield
I'm working with her right now.
Rick Mulready
Okay, so you work with Autumn, too. Okay, so I think people like us would be crazy to think we're not going to work with Autumn and her team anymore because we have AI agents, or ChatGPT in general, to answer all of our legal questions. Knowing that it can hallucinate, that is, to me, very, very risky. And so in those kind of areas, that's where I'm still like, I want a human being. I want a team behind me and in these big things. But also, when you're not dealing in those really important topics that could really hurt your business, just kind of dancing with it, knowing it's not going to be perfect, checking it enough times that you feel comfortable. I definitely will get to that point, like, I'm not afraid to use it in these, these ways because I just feel like the benefit far outweighs any of the concerns that I can work through.
Amy Porterfield
Yeah, I'm kind of smiling and laughing about your example there because I'm literally going through that right now, which is why I hired Autumn.
Rick Mulready
Really? Okay, talk about that just a little.
Amy Porterfield
Well, like, I mean, something came up and so of course my first instinct is like, all right, let's consult ChatGPT. Like you are a fill in the blank world class attorney on blah, blah, blah. And again, because obviously I want to trust its knowledge and I have this mindset of I don't trust it out of the gate. I'm, I'm using cl. I'm using different models to like to compare results and have it pick apart. You know, like, hey, chatgpt said this. Claude, I want you to, you know. So it worked for a few days for me to kind of get the ball rolling on this. And then it reached a point where I was like, okay, I'm gonna go, oh, Autumn, I need your help on this. Exactly. I think it's a perfect example.
Rick Mulready
Yeah, it is a perfect example. You got some knowledge. You were able to show up with Autumn saying, like, here's what I'm thinking, this is what happened. I did some research, but then I want a human being to then give me the attention I need so that this doesn't become a five hundred thousand dollar issue down the road.
Amy Porterfield
Exactly.
Rick Mulready
Yeah, I totally agree with you on that one. You know, I was thinking, Rick, it's so cool that you were on my show not too long ago and I was just learning custom GPTs and we were talking about him. I was very proud of myself. You didn't give me enough credit. I'll never let you live it down.
Amy Porterfield
Called you basic.
Rick Mulready
Called me basic. But I've moved on, actually, I obviously haven't. But now we're talking about AI agents. So imagine in three months when you come on, my audience and I, we're going to be ready for the next thing. And I think we have to just keep talking about it and keep learning about it. But also, here's what I want my listeners to hear. And I'm taking my own advice. And you have to make time for this. If we don't make time for this, it's just something that we keep thinking it would be cool and we're fascinated by it, but we're not implementing it. And the people that are implementing it, they're moving faster than us. And so just keep thinking like we can be part of that. Let's go, let's make things happen and let's stay in our zone of genius. And that's why I love AI. It's going to allow me to stay in my zone of genius more. So Rick, you have a membership that I love to talk about. Every time you come on the show. I'm in your membership. I think it's so cool. Can you talk a little bit about it?
Amy Porterfield
Yeah, it's the AI playbook. Thank you. This is for, you know, it's for us. It's for online businesses looking to leverage AI. You know, the whole idea is like, how do I streamline my business? Everybody wants to increase profit. And I know that that sounds kind of like, wow, you know, kind of like sales kind of. But, but that's what it's about. It's like if I can, if I can do things faster without having to pay so much money to get things done or if I can free up my time so that I can spend my time on the higher leverage things which going to make me more money in the process. That's what this is about. And that's what we, that's what we do in the, in the membership. Like it's, it's an amazing community. Somebody recently asked me, they're like, are you running ads to the community? And I said, I said, no, I'm not. And they were like, what? And the whole reason I'm not is because I'm so protective of the vibe of the community.
Rick Mulready
It is a cool vibe.
Amy Porterfield
It's no judgment, like no question is too basic, you know, like you're not going to be like, if someone says like wait, I don't know what, whatever a GPT is, which somebody just asked, like they're not going to be like, oh my God, you don't know what a GPT is. Like it's, I'm not going to call them basic.
Rick Mulready
You better not. And that's why intimidating. That's what I love about your membership. It's not intimidating. And so at any level you can come in, they're having high level conversations, they're having the basic conversations. And, but it's really helpful because Rick is on the cutting edge. So things are happening quickly. We were talking about Rick creating a course around AI and he's like, I could never. Right now it's changing so fast. Which is why a membership is such a great place to get all the Updates. So Amy Porterfield.com forward/rick, that's where you could go to check it out. I'm in there. Some of my team members are Amy Porterfield.com Rick Great community, Great place to learn all the things we talked about today, but just at a deeper level. So, Rick, thank you so much for coming on the show. I'm excited. What's next? Oh, I'm so glad you came back. But, like, we don't even know what we're going to talk about next, so it's kind of exciting.
Amy Porterfield
Every Sunday, ever since you said that, I'm like, what are we going to be talking about?
Rick Mulready
Right.
Amy Porterfield
And I think it's going to be sort of part two to this conversation.
Rick Mulready
Okay.
Amy Porterfield
Of like, agents are going to be further developed and, you know, not that it's like, okay, cool, complete autonomy for things, but, like, I think it's going to be the next evolution of. Of agents, which is super cool, I think.
Rick Mulready
Send me a text message when you think it's time that we dive in again. Deal?
Amy Porterfield
Totally.
Rick Mulready
Okay. Thank you so much, my friend. I'll talk to you soon.
Amy Porterfield
Thank you.
Podcast Summary: The Amy Porterfield Show – "AI on Autopilot with Rick Mulready"
Episode Information:
Amy Porterfield opens the conversation by introducing the concept of AI agents and their potential to complement human teams by handling repetitive tasks, allowing team members to focus on more strategic work.
Notable Quote:
Amy Porterfield [00:11]: "I'm not saying get rid of your team. The reality is that this is where things are going. The idea is to have agents complement people on your team so that they can do higher leverage work."
Rick Mulready shares a personal anecdote about his long-standing relationship with Amy and how their collaboration has evolved over the years, especially with his shift from mastering Facebook ads to embracing AI technologies.
Rick Mulready poses a fundamental question to Amy Porterfield about the distinction between AI agents and traditional ChatGPT prompts or custom GPTs.
Notable Quote:
Rick Mulready [05:26]: "What exactly is an AI agent? And how is it different from either just a regular ChatGPT prompt or even a custom GPT?"
Amy Porterfield explains that while ChatGPT performs singular tasks on command, AI agents are designed to autonomously handle multi-step processes based on set goals and provided resources. She uses the analogy of James Bond receiving a mission with resources and executing it autonomously.
Notable Quote:
Amy Porterfield [06:23]: "Think of it like this—the agent will autonomously take action for you based on the goals and resources you provide."
Amy Porterfield provides concrete examples of how AI agents can be utilized within a business:
LinkedIn Post Automation: She describes setting up an AI agent that monitors five LinkedIn accounts to identify top-performing posts. The agent then uses this data to generate new LinkedIn posts tailored to her community’s interests. The process involves the agent drafting posts, sending them for review via Slack, and then posting them upon approval.
Notable Quote:
Amy Porterfield [08:04]: "I'm building an agent that monitors LinkedIn accounts, identifies top posts, generates new content based on user feedback, and sends draft posts for my review before publishing."
Customer Service Automation: Another example involves an AI agent that processes incoming emails, categorizes them based on specific criteria (e.g., technical issues, login problems), and routes them appropriately. If the agent encounters an unfamiliar query, it alerts the human team member for intervention.
Notable Quote:
Amy Porterfield [11:00]: "An agent can sort incoming emails by type and handle routine requests autonomously, escalating complex issues to the team when necessary."
Amy Porterfield outlines a step-by-step approach to integrating AI agents:
Audit Your Business Tasks: Identify repetitive tasks that consume significant time and energy.
Notable Quote:
Amy Porterfield [16:00]: "Keep track of what you're doing. What are the repetitive tasks that you're doing in the business?"
Document Standard Operating Procedures (SOPs): Clearly define the processes for each repetitive task to ensure the AI agent can follow them accurately.
Notable Quote:
Amy Porterfield [17:07]: "Is there a process for how you do social media, for example, or write your newsletter? Document those steps."
Choose the Right Tools: She recommends using tools like Relay App, which is designed for non-technical users to build and manage AI workflows without needing to write code.
Notable Quote:
Amy Porterfield [21:05]: "Relay App is built for non-technical people to create workflows and automate tasks seamlessly."
Build and Test Workflows: Start small by automating low-risk tasks, testing each step, and refining the agent’s performance before scaling up.
Notable Quote:
Amy Porterfield [28:37]: "Set up the steps in Relay App, test each one, and gradually build the workflow to ensure reliability."
Rick Mulready and Amy Porterfield discuss prevalent pitfalls entrepreneurs face when adopting AI agents:
Lack of Proper Context: Failing to provide detailed and dynamic context can lead to suboptimal performance of AI agents.
Notable Quote:
Amy Porterfield [32:47]: "The biggest thing is not providing the right context at each step. It's about context engineering."
Overestimating AI’s Capabilities: Believing that AI agents can operate entirely autonomously without the need for continuous oversight and refinement.
Notable Quote:
Amy Porterfield [42:32]: "A big misconception is thinking you can set it up once and trust it completely without ongoing checks."
Neglecting Continuous Training: AI agents require regular updates and training to adapt to new tasks and improve accuracy.
Notable Quote:
Amy Porterfield [14:28]: "Agents take some training. They aren’t set up and forget."
The conversation emphasizes the importance of gradually building trust in AI agents through consistent testing and validation.
Notable Quote:
Amy Porterfield [42:45]: "Start small, test its outputs, and only increase trust as accuracy improves."
Amy Porterfield shares her strategy of initially reviewing 80% of an agent’s work and increasing trust as the agent reaches 95% accuracy.
Amy Porterfield highlights Relay App as her preferred tool for building AI workflows, noting its user-friendly interface tailored for non-technical users. She explains how Relay App integrates with various platforms (e.g., Slack, Google Drive) to streamline the creation and management of AI agents.
Notable Quote:
Amy Porterfield [21:05]: "Relay App connects to your business tools and allows you to build workflows without needing to write code."
Rick Mulready asks Amy Porterfield for actionable advice for listeners ready to implement AI agents. She advises starting with simple automations, thoroughly testing each step, and gradually expanding the agent’s responsibilities as confidence in its performance grows.
Notable Quote:
Amy Porterfield [28:41]: "Within the workflow, test each step to ensure it works correctly before turning it on."
The episode underscores that while AI agents can handle many tasks efficiently, they lack human empathy and the ability to handle nuanced situations. Therefore, human oversight remains crucial, especially in sensitive areas like legal or medical fields.
Notable Quote:
Amy Porterfield [43:22]: "AI hallucinates, meaning it'll make stuff up. So you have to be checking its work."
Amy Porterfield provides a relatable example of consulting a legal professional, Autumn Boyd, to handle complex issues that AI cannot reliably manage.
Amy Porterfield and Rick Mulready conclude by encouraging entrepreneurs to embrace AI agents despite the initial learning curve. They stress the importance of dedicating time to implement and refine these tools to stay competitive and enhance business efficiency.
Notable Quote:
Rick Mulready [37:01]: "If we don't make time for this, it's just something that we keep thinking would be cool but we're not implementing it."
Amy Porterfield echoes this sentiment, emphasizing that the benefits of AI agents far outweigh the temporary challenges of setting them up.
In "AI on Autopilot with Rick Mulready," Amy Porterfield and Rick Mulready provide a comprehensive exploration of AI agents, demystifying their functionality and illustrating their practical applications in online businesses. They offer actionable insights into integrating AI agents, highlight common pitfalls to avoid, and inspire entrepreneurs to leverage AI for enhanced productivity and sustainable growth. By combining technical advice with real-world examples, the episode serves as an invaluable resource for business owners looking to harness the power of AI in their operations.