Jan 30 (edited) • 🏄♀️Mission
How my 2026 MISSION is progressing
Two of my largest clients operate in "regulated industries" where EVERYTHING they do must be audited and controlled.
One is under the FDA regulations for Clinical Trials, and the other is in Financial Services, with a great many external regulatory auditors circling like vultures looking for 'innovations' to swoop down upon.
So you can imagine that all the hype and hoopla about implementing AI Agents meets with a certain amount of resistance and reluctance to implement this in their "controlled" Standard Operating Processes (SOPs).
But when I teach their non-technical managers how to use my Coda AI Agents, they can see how this technique produces an auditable record of all the inputs, prompts, responses, and results for EVERY agentic step in the process.
So I have been asked to provide my training sessions to a cohort of middle managers who are experts in their respective SOPs and have extensive spreadsheet experience in the finance sector.
They are new to the world of no-code, but have had some experience with Notion and Coda.
This will provide me with a significant opportunity to try out my teaching methods and materials. And I will then be able to migrate those learnings to my next round of workshops here in this Skool community.
The key messages remain the same as always:
Managers with expertise in SOPs and spreadsheets have most of the skills needed to deploy Agentic Workflows without the need for coding skills:
- They can automate SOPs using no-code tools that exploit their spreadsheet skills.
- They can provide carefully curated Knowledge Documents to the AI Agent (they wrote them!)
- They can structure the necessary transactional data in Tables with Formulas
- They need to learn how to build effective Prompts to add the AI steps to the process
Please comment below with your own experiences, reactions, and questions about this approach.
(I need the feedback)
Max
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How my 2026 MISSION is progressing
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