19d (edited) • Trainings
🏆Recap Jan 22nd Implementation Session
Wow! I am in awe. The ladies in the Collective surprised me with what they were able to build with AI to save HOURS each day.
Here are our notes from thursday's session - the recording is saved in the classroom
Meeting Overview
- Thursday Implementation session focused on ChatGPT automations
- Goal: optimize business with AI for more time/freedom
ChatGPT Tools & Setup
- Recommended apps: ChatGPT + MindPal for AI agent workflows
- MindPal more intuitive than most apps for building agents
- All participants on ChatGPT paid plan ($20/month)
Use Cases and Implementation:
Scheduling & Reminder Features
- ChatGPT can set reminders via voice or text commands
- Reminders appear in app notifications and email
- Settings → Schedules → Manage to view/edit all reminders
- Some glitches reported with excessive notifications
- Can repeat reminders daily/weekly/monthly
Email & Calendar Automation
- Andrea’s use case: auto-add continuing education courses to calendar
- ChatGPT agent can search Gmail for upcoming events
- Can create daily/weekly summaries of registered activities
- Privacy consideration: avoid using with confidential client emails
Agent Integration Setup
- Connect apps via ChatGPT: Plus button → More → Explore Apps
- Available integrations: Gmail, Google Calendar, Zoom, Notion, Asana
- Mobile app vs web version differences noted
- Gmail connection enables email sending/searching capabilities
Zoom Meeting Analysis
- Connect Zoom to pull meeting notes and summaries
- Can analyze multiple past meetings with specific people
- Provides action items, next steps, and insights
- Suggests questions that should have been asked
- Can organize by client in separate projects
Go High Level Automation Success
- Daisy successfully automated funnel creation using a screenshot
- Agent built entire funnel in real-time within Go High Level
- Created pages, triggers, workflows, and calendar connections
- Demonstrated significant cost savings vs hiring developers
- Built-in AI agents available for various business functions
Custom GPTs vs Agents
- Custom GPT = “brain” (knowledge base, can be shared)
- Agent = “hands” (executes tasks, connects to external apps)
- Custom GPTs contain frameworks, brand voice, business knowledge
- Agents automate the GPT knowledge through external integrations
- MindPal offers more agent credits than ChatGPT ($39/month, discount available)
Tech Stack Recommendations
- Primary tools: Go High Level ($97/month), MindPal, ChatGPT, Claude
- Go High Level includes AI Surfer community access
- Focus on mastering 4-5 apps vs spreading across many tools
- Affiliate links and discount codes available in Digital Roadmap classroom
Next Steps:
- Complete AI One Hour Workday workbooks
- Join Tuesday Q&A sessions for ongoing support
- Thursday implementation sessions continue weekly
- Check classroom for custom GPT resources and affiliate links
- Share automation builds in community for accountability
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🏆Recap Jan 22nd Implementation Session
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