Agentic AI Course

OCDevel

Put AI agents to work on a business customers have a reason to pay for. This practical course follows an illustrative business from customer research and a useful offer through a software product, sales, delivery and recurring operations. Learn to give an agent sources and a clear brief, inspect its output, and turn a useful session into instructions and routines you can reuse. General assistants and coding agents receive sustained attention across research, programming, documents, spreadsheets and connected business tools. As the business develops, the lessons bring in marketing, generated images and video, customer acquisition, payments, bookkeeping and company administration. AI concepts enter where they help explain an output or diagnose a failure. As delegation expands, learn to monitor the operation through completed tasks, reliable records, costs and exceptions that need your judgment. For solo founders, freelancers and small-business operators comfortable with a computer, business and technical foundations are taught as they become useful. News examines tool changes that affect these workflows. This show's audio is narrated by AI-generated synthetic voices.

Episodes

  1. 4d ago

    8. The First Paid Trial

    A worked example of taking a first paid trial for the enquiry digest: checking and recording the Stripe payment, connecting the customer's Drive folder read-only, and adding a hook script that checks each run before the model writes. It ends by tracing the payout into the bank and separating cash received from revenue earned. This episode is narrated by AI-generated synthetic voices. Episode page & show notes Visit website Taking the first payment The chapter's customer is invented: the heating engineer from the interview record, with made-up money, dates and enquiries. A pretend payment says nothing about real demand. It is used to show how the process works. The chapter only goes ahead because the owner made a written, dated change to the commitment rule after the answers were in. Without that change the digest is parked. Before sending the $135 two-week trial request, the owner checks three things personally: the recipient, the amount, and the bank account the payouts go to. The engineer pays. Stripe shows the payment as Succeeded, with a gross of $135, a fee of about $4.22 and a net of about $130.78 for a domestic card. Claude Code adds the first row to the payments record. It confirms that gross minus fee equals net and leaves the payout cell blank. The chapter explains Stripe's chain of identifiers: payment intent, charge, balance transaction, payout. Onboarding uses a Google Drive folder the customer shares as Viewer. It is reached through the existing read-only MCP server, using a test account rather than a personal one. Digests go to a delivery folder in the project and are reviewed before they are sent. A gate before the model runs A script handles the steps that have one right answer: whether the folder can be read, how many files arrived that day, and whether the run is late. It runs as a UserPromptSubmit hook, because a hook that runs at session start cannot block the session. The script's exit code controls the outcome, as described in the Claude Code hooks reference. Exit 0 lets the run go ahead. Exit 2 stops it with a stated reason. If the run is late it still goes ahead, with a note that the late-day credit applies. The run's permissions are settled in advance and limited to Drive list and read plus writes to the delivery folder. The chapter separates three things: the model, Claude Code acting as the agent runtime, and the system of record, which is the payments file and a new customer file. The first invented Monday brings seven files and the digest passes all five criteria. Tracing the cash A new Stripe account holds its first payout for about one to two weeks. After that, card funds usually become available in two business days, as the payout schedules FAQ describes. The bank deposit shows only a lump sum. The itemized payout reconciliation report links each payout to its transactions, so Claude Code can fill in the payout identifier. Any mismatch is brought to the owner along with the evidence. Cash received is kept separate from what has been earned: each of the ten digests earns a tenth of the fee. Three things remain open: Desktop tasks skip their run when the laptop is asleep. Cloud scheduled tasks avoid this. A failed run doesn't alert anyone. The trial's end date is coming, and the owner needs to decide what to offer before it arrives.

  2. Oct 21

    7. Asking for the First Commitment

    Generating… This episode is narrated by AI-generated synthetic voices. Episode page & show notes Visit website Owner conversations and the interview record Trade owners see a one-paragraph offer, an invented sample digest and a price of $270 a month, then answer three questions. What do missed enquiries cost them now? Would they start a paid two-week trial at this price? What would have to change for a yes? Rough notes go into one file per owner, with exact words in quotation marks. Claude Code then fills an interview record, one answer per line, using the evidence-checked-drafting skill so every quote traces back to a notes file. A commitment is something that costs the owner: a deposit, a paid trial at the stated price, routing enquiries to a shared folder, or a real spending figure. "That looks handy" is polite interest, with nothing committed. In an invented spread of five owners, only a heating engineer agrees to the paid trial. An agent's first summary claims "strong interest from three owners," and the claim-check marks it unsupported, cutting it back to one commitment and four owners who committed nothing. Testing the stopping rules The record is tested against three rules written before any interviews. The price rule does not fire, because one owner agreed at full price. The text-back rule does not fire, because nobody said missed calls hurt more. The commitment rule, read as written, says park the digest: four of five committed nothing. Proceeding needs a written, dated revision of that rule, noted as made after seeing the answers. Trial terms The one-page agreement is drafted only from the scope file. It sets out the deliverables, the out-of-scope list, the customer's duty to route enquiries into the folder, and a credit for a late digest. Three gaps are flagged for the owner to decide: a $135 trial price, payment due before the first digest, and no automatic roll into a monthly charge. Liability, data, auto-renewal and governing law depend on jurisdiction. Those clauses need an authoritative local source or a lawyer, not the agent. Payment, fees and records A Stripe Payment Link or an invoice can collect the trial fee. Either one requires an activated live account, identity checks and a connected bank. Claude Code drafts the request. The owner checks the recipient, the amount and the destination before anything is sent. At 2.9% plus 30¢ per domestic card charge, about $130.78 of the $135 reaches the balance. Refunds do not return the fee. A new account's first payout waits seven to fourteen days. After that, payouts follow a schedule of about two business days in the US. The payments record logs the date, customer, agreement, gross, fee, net and the PaymentIntent identifier, with the payout ID added when the money lands. Bank lines can only be matched to customers if those identifiers are there.

  3. Oct 14

    6. Putting a Price on the Digest

    The chapter turns an invented cost floor into a testable first price, builds a self-checked sample digest, and designs owner interviews that count commitments rather than praise. It then connects Claude Code to a Google Drive folder with three separate read-only limits and verifies what the agent actually did. This episode is narrated by AI-generated synthetic voices. Episode page & show notes Visit website Turning a cost floor into a first price Every figure here is invented to show the reasoning. None of it reports what real trade owners pay. The starting point is the illustrative delivery-cost floor of about $133 per customer per month, which covers review time, failure handling and model usage. A floor is the least that can be charged without losing money. It is not a price. This one runs low because it leaves out card processing fees and onboarding. No payment has been taken and no customer set up yet. The illustrative first price is $270 a month, a little over twice the floor. That gives a gross margin of about fifty percent, which has to pay for finding customers, extra requests that creep in, and weeks when one customer needs far more attention. Revenue, profit and owner time are tracked as three separate numbers, because one can grow while the others stay flat or double. A sample a stranger could check Using the evidence-checked-drafting skill, Claude Code drafts an offer paragraph built only from the scope files. The claim check flags one line, "saves owners an hour a day," as unsupported, and the line is deleted. A sample digest built from one invented day passes all five acceptance criteria. The fifth is confirmed by hand. Asking what owners would pay Praise costs the speaker nothing, so it does not count as evidence. Commitments do: a deposit, a signed agreement, real effort, or a statement of what the owner already spends on missed calls. The interview sheet asks about current spending, a paid two-week trial, and what would change a no to a yes. Each record logs exact quotes and what the owner committed, if anything. The sheet is still empty. Stopping rules are set before any answers come in: If owners only accept a lower price, narrow the offer. If missed calls hurt owners more than the lack of a summary, bring back the text-back. If no owner commits anything, park the digest. Reading a shared Drive folder without the power to change it A real customer would route enquiries into a shared cloud folder, not a laptop. Claude Code connects to Google Drive through an MCP server rather than a browser agent. Setup takes four steps: a Google Cloud project, the Drive API switched on, an OAuth consent screen, and client credentials. The server is then registered with claude mcp add, following setups like the Google Drive MCP server setup for Claude Code. The agent signs in as a dedicated test account, not a personal one. Three separate limits keep it read-only: The OAuth scope is set to read-only. The test account has Viewer access to the folder. The server offers only list and read tools. The agent lists nine files. The tool calls in the terminal are checked first, then the files in Drive are counted by hand. Both show the same nine names. Asked to rename a file, the agent can't.

  4. Oct 7

    5. A Narrow Offer With a Written Boundary

    The chapter chooses the end-of-day enquiry digest as the offer, writes its scope and five checkable acceptance criteria, and works out an illustrative cost floor dominated by review time. It then tests Claude Code, ChatGPT and NotebookLM against the same criteria, sets Perplexity aside, and keeps the current setup for concrete reasons. This episode is narrated by AI-generated synthetic voices. Episode page & show notes Visit website Picking the digest over two other ideas There are three candidate offers: a missed-call text-back, a quote follow-up reminder, and the end-of-day enquiry digest. The evidence-checked-drafting rules are applied to the choice itself, and the digest wins for a narrow reason. It is the only one that can be described, delivered and priced from the business's own records. The other two are parked with a note on what would bring each back. Five invented days show the digest can be delivered. They do not show that anyone wants it, because no owner has seen one yet. Scope and five pass-or-fail criteria The scope is written in plain sentences. It covers one trade business, three kinds of enquiry in one shared folder, one page by seven each weekday evening with unreachable enquiries first, and an invented ceiling of thirty enquiries a day. The out-of-scope list rules out replying, texting, booking, weekend runs and guessing missing details. It also names which permissions to withhold from the agent, because a prompt instruction is not a limit. Five criteria follow that a stranger could check by comparing the page with the folder. In a hypothetical walkthrough, a checker flags a "boiler repair" that a voicemail never mentioned, which shows how the criteria catch an inferred detail. The floor under the price With illustrative figures, four minutes of review a day at sixty dollars an hour comes to about eighty-eight dollars a month. Failure handling adds about forty-four. Model usage at Sonnet API rates of roughly three dollars per million input tokens and fifteen per million output tokens costs under a dollar. The token estimate assumes about three quarters of a word per token, following OpenAI's guide to what tokens are and how to count them. A subscription does not include API credit. The model is under one percent of the cost, so shorter reviews and fewer failures matter far more than a cheaper model. Holding the assistants to the same test The chapter runs one eleven-file folder three times through each of three tools, using invented data. Claude Code passed all three runs. It already holds the skill and the schedule, and on Team plans it excludes business data from training (Claude pricing for individuals and organizations). ChatGPT Projects passed two of three (project file limits by plan). It failed when the model skipped the code tool and merged two enquiries. NotebookLM's inline citations made checking fast, but one run dropped the count line (NotebookLM limitations). Perplexity is set aside without a run. Its Spaces are strongest when files are mixed with web search, and this job forbids web search. Claude Code stays. Two improvements come from the other tools: a script that counts files and checks the time stamp before the model writes, and a claim-check list tightened to name exact lines.

  5. Sep 30

    4. Choosing Where the Work Runs

    The chapter sorts AI tools by where a job's files live, what the job must touch, how it starts, and how its result gets checked, rather than by product label. It then uses that rule to set up the enquiry digest as a scheduled Claude Code task over invented data, which exposes both a hidden gap and the real limits of unattended runs. This episode is narrated by AI-generated synthetic voices. Episode page & show notes Visit website Where work can run Each AI product is a surface: the same model attached to a different reach into the world. What matters is what it can see, what it can touch, how a job starts, and what record it leaves. A Claude project on claude.ai runs in the cloud, reads uploaded files and chat, and cannot touch your computer. Claude in Chrome acts inside your logged-in browser sessions. Claude Cowork works toward a goal over granted folders and connected tools, and asks before payments or anything destructive. Claude Code works over one folder from the terminal. It can start subagents, drive the browser through its Chrome integration, and reach other software through MCP servers. On the OpenAI side, ChatGPT agent runs in a cloud sandbox with connectors, and Codex is the counterpart to Claude Code. Google Antigravity is another agent-first environment. Built-in assistants work differently. Gemini in Docs, Sheets and Drive and Descript's Underlord read an app's own data, such as cells, timecodes and transcripts, rather than screenshots. The products are converging, so their labels mislead. Choose by the shape of the job. Use a project to think in conversation. Use a folder agent when the job repeats, keeps files, and must be inspected later. Prefer structured connections over clicking. Use a general agent when the job crosses applications. These features change often, so check them before relying on them. A digest that runs on a schedule The chapter applies the rule to the end-of-day enquiry digest. It builds a folder of clearly labeled invented enquiries and reuses the tested evidence-checked-drafting skill. It picks Claude Code's scheduled tasks over Cowork because Cowork's cloud runs cannot see an unsynced local folder. The request adds a count that must match the number of files. The first run gets five of five, but a voicemail that cuts off before the caller leaves a number appears as an ordinary enquiry. Nothing in the digest was invented, yet the problem that this caller cannot be reached went unmentioned. A rule added to the task, not the skill, makes the next run mark the caller unreachable. The limits are real. The task needs the laptop awake. Missed runs produce only one catch-up. Runs draw on the plan's usage limits. On invented days, later reviews took about four minutes each. That is evidence of delivery effort only. Whether any trade owner wants the digest is still untested.

  6. Sep 23

    3. Turning a Good Procedure into a Skill

    The chapter moves evidence-checking rules out of copied project instructions and into a single Claude skill that can load for any job that needs it. The first test shows none of the skill's steps, which points most likely to a missed trigger. After fixes to the description and one rule, the skill produces three evidence-backed candidate offers with their gaps marked. This episode is narrated by AI-generated synthetic voices. Episode page & show notes Visit website One method, and the risk of copies The evidence rules live in the Trade Enquiry Research project. Every claim cites a numbered source with a word-for-word quote. No number appears unless a source states it exactly. Gaps are marked "not reported", and each run ends with a claim-check list. The next job is to turn the opportunity brief into a shortlist of narrow offers, in a separate workspace. Pasting the rules into a second and third project would leave copies that drift apart, with none clearly the real one. Then, when a result went wrong, there would be no telling which version produced it. What a skill is and when it loads A skill is a folder with one required SKILL.md file. Its header carries a name and a description. Optional scripts, references and assets folders can sit alongside it, as set out in Anthropic's skills overview. Anthropic's engineering write-up on agent skills describes loading in three levels: Claude first sees only names and descriptions. It reads the full instructions when a request matches. It opens extra files only when those instructions point to them. Project instructions, by contrast, are re-sent on every turn. They suit what is true across one workspace. A skill suits a procedure needed in many places at certain moments. The description decides when a skill loads, so it should say what the skill does, what should trigger it, and what it is not for. The chapter also covers plan availability, the code execution setting, and uploading a zipped folder, following Anthropic's guide to creating custom skills. A likely missed trigger, then a fix The first test returns fluent offers with no claim-check list. One offer claims owners "win back jobs they would have lost" with no source behind it. Every step was missing, so either the skill never loaded or the model ignored all of it. A missed trigger is the likelier cause, so the chapter tests that first. The description spoke of briefs and recommendations, while the request asked for offers. The rewritten description covers options, shortlists and existing briefs. A new rule says any stated benefit needs its own quote or becomes an open question, which also covers a skill followed loosely. A negative test stays quiet. The repeated request returns three offers, each labeled illustrative and untested: a missed-call text-back a same-day quote follow-up an end-of-day enquiry digest Each comes with quotes and questions marked "not reported". Nothing says any owner would pay. The duplicated rules are then retired from the research project, and a check confirms the skill still runs there.

  7. Sep 18

    2. Driving a Project Workspace

    How a Claude project assembles what it sends, with instructions prepended and paid for every turn, chats that share no memory, documented file limits worth re-checking, and the switch from direct context to retrieval over chunks; plus the note schema, filename rules, and four portable questions, put to ChatGPT Projects, Gemini Gems and NotebookLM from their September 2026 help pages. This episode is narrated by AI-generated synthetic voices. Episode page & show notes Visit website Instructions, isolated chats and filing A working project workspace hides a question worth answering before anything larger is built on it: when you send a request inside it, what actually reaches the model? The standing instructions are not memory. Claude's project instructions are prepended to every conversation in the project — re-sent rather than remembered — so a fault argued out of one chat returns in the next, and the block is paid for on every turn. Worked with invented figures: a two-thousand-token block against a window a hundred times larger is one percent per turn, ten exchanges is ten payments of it, and it competes for room with the only material that can make the answer true. Keep it to the role, the output structure and the evidence rules, and leave one-off tasks in the conversation. Conversations inside a project share no memory with each other, so nothing a chat produces saves itself: the loop is produce, check, save locally, upload through the knowledge panel. Files run up to thirty megabytes and accept plain text, Markdown, PDF, Word and comma-separated values; a PDF of up to a hundred pages is read as text and visuals, and longer ones as text only. All of that is as Anthropic documented it in the autumn of two thousand twenty-six, and all of it is worth looking up again before a filing habit is built on it. What turns a good session into a reusable asset is structure: a fixed set of note headings written into the standing instructions, with anything a source does not mention recorded as not reported. Identical fields can be compared field by field, and a blank becomes information rather than an invisible gap. A second rule keeps invented teaching material out of real findings — prefixes on synthetic filenames, an exclusion rule in the instructions, a marker line inside each document. And some of this work needs no model at all: whether every note has all its fields, how many files exist, which were added this week. Where the input fixes the answer, ordinary code produces it; pay for a model where the answer requires reading meaning. What the model actually sees Project knowledge is loaded directly into the context window, which Anthropic describes as a limit without documenting a number: the size of the desk, holding the instructions, the conversation, the pulled-in files and the answer being written. While two documents fit, both are simply there, whole, every time. Once the base outgrows that window, paid plans switch to retrieval: an internal knowledge-search tool fetches the chunks that look relevant instead of loading everything. Capacity rises, by up to ten times on Anthropic's figure; certainty falls. Because the unit retrieval finds is a passage rather than a document, a claim that only holds when two paragraphs eight pages apart are read together can be answered from one of them — which is the argument for short single-subject documents whose subject appears in the heading and again in the filename. In the project stops meaning in front of the model, and the audit gains a step: ask which files and which sentences were used, then click the document in the knowledge panel and read its raw text. Last, the distinction that decides what needs verifying: the thirty-megabyte cap is a limit the application enforces, while answer only from these files is an instruction the model follows most of the time, since Anthropic's own guidance says it can produce convincing but ungrounded responses. An uploaded document is data to read, never authority to redirect the job. And because every one of these mechanics is a product decision rather than a law, they travel as questions rather than facts: what text gets re-sent each turn, what crosses between two conversations, whether the material is in front of the model or being selected on your behalf, and which rules the software enforces rather than merely forwards. Those answers live in the documentation, not in the interface: a panel labelled memory may be a re-sent field, and a tidy sidebar of files may be a search index. The same questions put to three other workspaces Read from the vendors' help pages in September of two thousand twenty-six, the four questions applied to ChatGPT Projects, Gemini Gems and NotebookLM return uneven answers, and the gaps are the lesson. ChatGPT Projects has a per-project instructions field that overrides account-wide custom instructions, offers a choice between default and project-only memory so chats can reference each other inside a project, and does not document whether files are loaded whole or searched; limits are five hundred and twelve megabytes and two million tokens per file. Gemini Gems is a name plus instructions, takes up to ten knowledge files of up to a hundred megabytes and uses the latest version of each, documents a million-token context window, and documents nothing about memory between chats or whether files are searched. NotebookLM has no free-form instructions field, only a response style and length; it keeps chat history, states that responses use only your sources, and allows five hundred thousand words or two hundred megabytes per source with fifty sources per free notebook. No vendor documents whether instructions are re-sent each turn. The brief, headings and filing loop carry over everywhere; what changes is which of the four answers you have to find out for yourself.

  8. Sep 10

    1. What Delegation Leaves Behind

    The chapter tests a trade-business idea on invented research notes, first through ordinary chat and then through a properly built project with sources, a strict brief, and saved instructions. The comparison exposes an unsupported statistic and leads to a rewritten process that ends in honest unknowns rather than false confidence. A closing section explains the difference between the model, the application holding it, and a tool-using agent. This episode is narrated by AI-generated synthetic voices. Episode page & show notes Visit website Chatting versus delegating The chapter builds a worked example around an invented productized service for small trade businesses (electricians, plumbers, roofers) who miss enquiries because they're on the job all day. Working from a small set of invented, numbered interview notes and review excerpts, it first shows the tempting shortcut: paste everything into a chat and ask "is this a good idea?" The reply is fluent, well-organised, and useless — it mixes claims drawn from the notes with plausible-sounding numbers the assistant simply generated, and none of it survives closing the tab. The fix is to build somewhere for the work to live. Using Claude's Projects feature, the chapter creates a dedicated workspace, explains what a project actually is and uploads the research so it becomes standing material for every conversation inside it rather than something re-pasted each time. It then writes a five-part brief: a named deliverable, a strict rule that only the uploaded documents count as evidence, a requirement that every claim carry a quoted source, no outside searching, and a claim-by-claim audit at the end. The first draft still slips in an unsupported "forty percent" figure and smooths over the fact that most of the sources say nothing about cost at all. Anthropic's own guidance warns plainly that Claude can produce convincing but ungrounded responses and shouldn't be treated as an unverified source of truth — a warning this chapter spells out directly. Rather than arguing with the output, the chapter rewrites the project's standing instructions so every future brief must quote its sources, flag unsupported numbers, and end with an explicit list of what remains unknown. The rerun is thinner, less impressive, and far more honest — ending in six real questions no chat could have answered. What the model, the application and the agent each are A closing section separates three things people conflate: the trained model that only produces plausible continuations of text; the application layer — here, Claude's project files and saved instructions — that decides what the model actually gets to see; and a tool-using agent, which takes action in other software rather than just producing text. None of the work described here involved an agent — everything that changed was a document inside one project. The distinction matters for verification: to check a claim, you open the uploaded source yourself and compare it to the quoted text, rather than trusting that the interface has done it for you.

About

Put AI agents to work on a business customers have a reason to pay for. This practical course follows an illustrative business from customer research and a useful offer through a software product, sales, delivery and recurring operations. Learn to give an agent sources and a clear brief, inspect its output, and turn a useful session into instructions and routines you can reuse. General assistants and coding agents receive sustained attention across research, programming, documents, spreadsheets and connected business tools. As the business develops, the lessons bring in marketing, generated images and video, customer acquisition, payments, bookkeeping and company administration. AI concepts enter where they help explain an output or diagnose a failure. As delegation expands, learn to monitor the operation through completed tasks, reliable records, costs and exceptions that need your judgment. For solo founders, freelancers and small-business operators comfortable with a computer, business and technical foundations are taught as they become useful. News examines tool changes that affect these workflows. This show's audio is narrated by AI-generated synthetic voices.