The Smart Marketer’s Guide to Streamlining Work with AI

AI Explored · Intermediate ·🛠️ AI Tools & Apps ·1y ago

Key Takeaways

The video discusses a practical framework for implementing AI tools in business, including auditing tasks, prioritizing AI opportunities, and testing solutions to streamline processes. It covers AI tools and solutions for workflow automation, such as AI marketing industry reports and AI business world conferences.

Full Transcript

from an energy perspective that is great information and great intel if you will because if something really lights you up and energizes you and you feel like you know time passes really quickly with you with it and it's part of your you know your zone of Genius if you will um that is something that's that's good to know because that not necessarily something that you may want to delegate to AI right off the bat today I'm very excited to be joined by Rick Mady if you don't know who Rick is he is a coach and AI strategist that helps online businesses increase their efficiency and profitability using AI his membership is the AI Playbook his YouTube channel is Rick M and Rick will be presenting at Social Media Marketing World 2025 Rick welcome back to the show how you doing today thanks for having me Mike I'm doing great exced to uh to come back to social media marketing world yeah it's going to be so awesome and Rick's going to be talking about Ai and you know he's been coming for years under a different kind of brand but it's super exciting so today Rick and I are going to explore a framework to help marketers and entrepreneurs intelligently apply AI to work because the truth of the matter is a lot of us are not intelligently utilizing Ai and Rick is Rick has figured it out and I'm really excited so Rick my first question is why should marketers entrepreneurs why should they have a system for applying AI to work said another way if they pay close attention to what we're going to be talking about today what is the upside uh to to someone listening today the the simple answer is it's going to be a lot faster so they're going to save time and they're going to save money in the process because they're not spending a whole bunch of money for unneeded apps and and all that sort of thing one of the biggest questions I get and I sort of look at as people are doing doing it backwards is that you know they hear about Chachi BT for example it's a tool that everybody knows and they're like well what what can I do with Chachi BT rather than what is the starting with the business problem like what is the problem I want to solve or what is the opportunity in the business that I want to make easier and then once you understand that because that's the harder part I I think I don't know what you think Mich I I think that's the harder part for people because they're like well I don't know like I don't know you know I just do things in my business what do you mean there's workflows in there but you have to start there because once you understand that then you can be like oh I need to write my I don't know I need to write My Weekly Newsletter or or I need to write a script for a podcast then it's like okay what's what what is the best AI tool that can help solve that then you do your research whereas again most people start with the tool first and then try to like fit it into something that's not necessarily a problem well I mean I can speak from my own personal experience um as to why I think this is really important so many marketers and entrepreneurs like you and me Rick we we've been doing what we do for a long time and we've got our own kind of like procedures and systems in place and it's become habit it's become pattern for us and unless we intentionally say to ourselves huh could AI help here should AI be involved here we're not going to use it right um it's not until we give ourselves like like I was just recently I I had extra time so I started fiddling right and all of a sudden I'm like whoa this is amazing but but actually making it be part of what I do every day yeah that's I think the upside right to having a really good streamlined system because otherwise it's just going to be a toy that you're going to forget to pick up but but when you do work the system like what we're going to be talking about today yeah I feel like there's massive upside would you agree absolutely and it's that I love how you said that it's the fiddle time that you want to make sure that you're giving yourself and and also within that giving yourself permission to for it for it not to work the first five times that you try something you know I was talking to somebody earlier today and they were like yeah I spent uh like a 100 hours trying to figure out uh gpts and but I don't love that because I just want to know like how this works and I want to give it the the best prompt right away and it's like well you have to be willing to like continue to test and iterate what your you know what trying to accomplish because there's a lot of different ways that you can accomplish these things yeah and this is where I want to spend a a minute or two just talking about some of the problems that people face specifically with um uh making AI a regular part of their work um you you have people inside your membership I have people inside of my membership what are you seeing as kind of the big challenges that are stopping people from really adopting AI there's it's I iar all the time and I'm sure you hear this too Mike is that they feel like they're drinking from a fire hose that there's so much information there's so many tools and you know it's the it's the whole uh analysis by paralysis they get all these different things and then instead of jumping in and fiddling you know a little bit every day they don't do anything and then unfortunately we're at a point now where people are just going to fall further and further back but everybody listen to the show here on a regular basis you're way ahead of the game and I just will take one second and for the mere fact that you are listen to this podcast you are ahead of so many people so many people out there um that we don't realize it because we're in this little bubble right where we're learning about Ai and we're working with it we're testing it and fiddling around with it most people are not doing that and don't have any clue so and I want to add something to that you know because thank you first of all because look I believe that the best way to um overcome the overwhelm right which we know is a legit issue right like it's not it's not just overwhelm with all the features that are coming out it's also overwhelmed with just the nature of our work today right because we are as entrepreneurs and marketers dealing with struggles coming at us from every angle right emails not getting into the inbox social posts aren't being um dot do dot dot dot you know there's just a lot of challenges that did not exist before there's economic uncertainty there's all sorts of stuff going on right now and the antidote to that is to have a a mindset of lifelong learning right and and to try to find a place where people simplify it and speak an everyday plain language which is what Rick is doing with us today right because I think that is the big problem is like AI is is not super intuitive let's be honest like chat gpt's got like six seven eight models right right 01 mini 01 regular 40 dot dot dot dot right it's completely confusing as heck what are the other challenges that that you see going on beyond the obvious stuff we just talked about yeah I mean along with that is they don't know where to start and so along with that comes with what we're talking about here today is they're like okay I I do I do my business I do my things in the business but they don't necessarily break it down into the different workflows or steps to accomplish things in in the business and so because of that they don't know where to start and or if they do know where to start they don't know what is the best quote unquote because I say best is like there's all kinds of different tools out there that will solve problems it's what where do I start with whatever tool or is it an automation or workflow whatever it is to solve this problem that I've identified that I want to tackle first so they're not even sure really where to start they know they need to start but they're not really sure where to start with it yeah and these are the same problems that I've seen when people have started adopting video and like you know Rick you're in the video now and um you know we've been talking about video at social media examiner forever but in the early days people didn't know where to start and a lot of the video experts said just start right your worst one is going to be your first one right and that's exactly true with AI right like your worst prompt is going to be your first prompt like if you go back and look at your very first prompt in chat GPT it's probably going to be who is Rick Morty or who is Michael stellner right yeah you know that's it so the good news is we're here today today to um uh overcome these challenges of overwhelm of not sure which tools to use not even sure where to apply AI um by essentially coming up with a really good system and Rick is a really great systems guy he's got a great process and we're going to kind of outline it one step at a time um is there anything you want to say before we get into that otherwise if not we can just start with what's the first part of your process yeah we can go with the first part of the process and it's I but I will caveat it with it's the part that nobody likes to do it's the it's the it's the worst part but um and and hopefully we were doing this even before AI came along and that is just doing an doing an audit of your time so just tracking what you do on a day-to-day basis the important thing though is to do it is to track your time over um you know like five to seven days if you can but five to seven normal business days not you're not like you know um oh you know I today's my call day so I have eight calls today even though that's probably normal yeah I would track it but also when you're creating content or maybe you're doing coaching call whatever it might be um track the time and what you're doing how long you're doing it for and make sure that they normal quote unquote business days I also like to include sort of a little bit of an energy rating like what is it doing for me in terms of you like my energy is do I hate doing this does it drain my energy does it lift my energy up does it energize like keep track of that too because that's all super helpful information when it comes to later down the road figuring out where to start with your AI so track your time okay so let's talk about this a little bit first of all why let's just like like let's unravel the why um why is it important to track our time and our energy level when we're doing certain tasks we because we so many of us go through our day and we're like what did I do today I I'm certainly guilty I'm having one of those days today yeah exactly you're like wait a minute it's 3 o'clock in the afternoon what have I done today right so that's where this and and so that's what makes it hard harder to answer the question where do I start incorporating AI because it's like well I'm not even tracking and fully know what I'm doing from dayto day now if you're one of those people who lives and dies by your calendar like everything that you do has a time slot in your calendar cool like you're you're doing it and and you're somebody who sticks to your your time and your boundaries awesome you got it much much easier because you can just look at your calendar and see what you're doing and see how long you're spending but you know that's really the why is like okay where is my time going what am I spending my time on and so the other thing too is that we often underestimate how long things take us and so you know if for example all right I'm doing a podcast episode or a YouTube video or what have you well you might think oh that takes me whatever two hours a week but when you really get into it and start tracking the time of all the steps that go into that you might be like holy cow that took me four and a half hours and you wouldn't know that unless you're tracking the time and then from an energy perspective that is great information and great int if you will because if something really lights you up and energizes you and you feel like you know time passes really quickly with you with it and it's part of your you know your zone of Genius if you will um that is something that's that's good to know because that not necessarily something that you may want to delegate to AI right off the bat well you may want to do more of that with the time that might end up being available down the stream right absolutely yep absolutely so give us any tips on how you track time because I know we talked about a cool little tool that you're using I use I use I use uh an app called clockify uh it's free um there's a desktop version a mobile version I believe there is a Chrome extension also uh there is um and you can just click Start and it'll it'll track whatever your um you know whatever you for however length of time that you want to do something then you can just type in uh what you are working on and then it starts to learn what you're working on over time you can categorize it um it makes it super simple again because it's all so free uh there are paid versions of it if you want to get more into it but you don't even need it um to to track your time but if you're somebody who likes to write things down in a notebook keep it handy jot it down put it in notion put it in wherever wherever it is just make sure that it's something what the best solution is something that you're going to use so as long as you know what the task is find the best find the easiest thing to do because again it is a little labor intensive because you have to remember to jot it down whatever makes it as easy as possible for you I would use it okay so just to summarize real quick we're going to audit the task that we do over a regular 5day working period and the objective here is to become self-aware of where our time is going and that's going to layer into what we're going to ultimately be doing next but once we become aware of of of where our time goes and as Rick said we're generally not aware when we're in the middle of something we're just not and it's not just tracking time it's also tracking your excitement level about whether you love that kind of work or whether it drains your energy right exactly so we've let's say we've been doing that for a week and we've got a nice little spreadsheet or Google doc or something put together what's next the other thing um the other thing that I like to do with that by the way and this also helps with this next step of the I call a prioritizing so there's um I'm blanking on his um done getting things done guy David Allen no um what the original ad AdWords um I'm blanking on his name oh the guy wrote the original book on Edwards yeah yeah yeah yeah yeah uh I'm drawing a blank on his name too his name I know I know who he is but yeah yeah he he was the first person he wrote um 8020 sales and marketing okay great great book and it was the first time I learned about the concept of assigning a value to the tasks so something like you know loading your email into your email CRM per Marshall yeah yeah yeah Perry Marshall yeah yeah yeah per Marshall thank you um you know it's that's a quote $10 an hour task as opposed to a you know if you're strategizing about your business and coming up with strategy for increase ing your profit margin that might be a $10,000 an hour task ah okay so this is another data layer we can add in here right is that exactly okay yeah exactly and then he also has a $100 an hour task and $1,000 an hour task okay so he would put so for example like copywriting into a $100 an hour task um so that's another layer of if you it's helpful data if you want to go to that extent to start to ass sign once you have your your time audit for those 5 days start you know in addition to what is your energy score if you will um you know assigning a dollar value because then the next step is to look at that and say okay what are the priorities that I want to get off of my plate so that I can spend more time on those things that are higher impact for the business and higher energy and sort of those $1,000 $10,000 an hour tasks okay so the next step in that is start to prioritize that list and so a lot of people are like well I don't even know where to start right use the data that you that you got from the time audit and then just start to prioritize that list because then as we go along when we continue talking about this here we're going to start to be like all right I'm going to do one of these at a time and not look at okay I want to I want to use Ai and try to figure out say do one of these things you mean like use AI to enhance these things yes okay yes yep okay so just just so we're clear in this second phase which we're calling the prioritization prioritize phase we are prioritizing the tasks that are the most valuable versus the least valuable we're kind of rank ordering them is that what I'm saying I'm hearing you say and value is going to be either based on the energy or the monetary value is that what I'm hearing you say yes yes you also want to be looking at things that are repetitive okay that are that you're doing repetitively or your team is doing repetitively um maybe week to week or month to month um and also those things that are especially if they are repetitive and take up a lot of time and so for me you're going to laugh at this because you're like well Rick you're you know I'm still I talk about testing early on I've tested lots of different iterations of this and I feel like I'm much closer to this now but I do a Weekly Newsletter comes out on Sunday mornings and it is meaty it is I mean I've had it up as this isn't necessarily bragging because I feel like it's too long but I've had it up at like 2600 words sometimes I mean it's it's meaty it's not always that long but it takes me a long time and and I do I have my team help in different aspects but it takes me a long time to do it so that qualifies as something that I would prioritize because a it's repetitive B uh it does kind of drain me because it takes a long time and C it takes I mean it takes a good five hours to put together and so add that up over a month a year that is a lot of time however it is high impact because I'm sending that every single week to my email list and so that would I would prioritize that task out of my audit that I did in step one okay so just so we're clear it sounds like what I'm hearing you say is we're prioritizing tasks that are candidates for AI Automation and or enhancement is that what I'm hearing you say absolutely so task that um could that you want off your plate maybe because they're timec consuming maybe because they're um uh not the best use of your time and you could provide more value in other areas like maybe I don't know who knows what I mean for me it might be strategizing with my team you know instead of creating um something in particular so is there any way that AI can help us with this prioritization totally I mean it's a great any tips on that yeah it's a great way to look at it so what you could do is depending on how you um were tracking like so let's just say that you were tracking in your notebook or what have you you could take a picture of it with your phone and then upload that into Chachi BT and just explain to Chachi BT what it is that it's looking at so you could just say this is a Time audit of of my time over the past five business days I want to start to I want to prioritize these tasks or I want to prioritize what you're seeing in these images in terms of what I should uh begin to uh see where AI can can fit into these things and simplify these things I like that because you could actually also potentially take a picture of a spreadsheet right totally or you could export a CSV file believe it or not a spreadsheet as a CSV file where you've got like uh along the left column you could have the um maybe the days of the week you know or across the top and then across the other uh access could be all the various tasks and the amount of time that they take right yeah and I mean it gets a little crazy when you have the third variable of energy and value and all that kind of stuff but but but AI can kind of look at these kind of tables right and can presumably help you figure it out you could get a lot more Ninja too and use Gemini 2.0 and do the the the the real time uh talk with it where you screen share so you pull up your either your images your spread whatever however it is that you've tracked your time and you tell again you tell Gemini what it is you tell the AI model what it is that it's looking at and then so in that case there you'd want to describe what the energy rating means so it's like oh my energy rating of four is good energy rating of one like just describe it give it some context and then tell it what you want it to do say look at you know the same thing I want you to look at review what you're seeing on the screen here and I want you to help me create a prioritized list of where you think I should begin implementing AI based on these tasks that I'm doing on a regular basis yeah and for those that don't know uh Google AI studio uh you choose the model Gemini 2 flash I think it's called could you not do this also with the advanced voice mode with the video feature you could try have you tried that like if you have if you have chat GPT on your phone and you use the advanced voice mode there is a video camera and you could turn it on and show it something on your screen and you could essentially accomplish the same thing so you can do that I I personally like the interaction how Gemini 2.0 Works can you do it all from a desktop where you don't have to hold up your phone okay that's absolutely that's advantageous yep okay so so far what we're talking about here is we've done an audit we've got some data and we're trying to prioritize um certain tasks that are ideal candidates for AI to assist us and if you're not very good at prioritization we talked about how you could just get that data somehow screenshot text um live interaction depending on the tools that you're using into Ai and ask it to help you to identify candidates that AI can essentially assist you in okay so what are we doing with this um data that's coming out of this prioritization side of things like you know where are we storing this and what exactly are we doing with this prioritization list yeah the the storing it part wherever wherever you want I mean again it I think it really depends too on how you collected that data like how did you track it like if you tracked it in your notebook for example cool it's fine to leave in the in the um in in the notebook I think it's really interesting too and this doesn't necessarily I mean yes it's AI related but like it would be really interesting so that this is is an exercise I like to do quarterly by the way and it does get easier the more you do it um and again it's tedious but the gold that you can find within it is great what's really interesting though is like let's just say I do it now for q1 and then I go back and do it again in Q2 and I've implemented AI in the process and then when I hit Q2 and I do it again it's really interesting to look at things like oh am I working l or the types of things I'm spending my time on like it's really interesting to to watch the evolution of that um I love that I love that okay so uh stage one is the audit stage two is the prioritization what's next what's the next step uh this is where you want to start to plan so let's just say that you've identified you prioritize your list you're like okay I'm going to tackle the first one it's very easy to get overwhelmed with your list by the way because you're like holy cow I want to I want to do all these things I want to make it easier with AI for these top seven things well let's start with one and then you want to work through that and once you dial that in then you can move on to the next one but once you've identified that top thing so um I'll use the the newsletter again as an as an example that for for me so it's all right five hours a week putting this all writing it excuse me and putting it all together well the next thing I want to do with it and this is actually hard for most people is we want to break it down into the steps or tasks that go into creating whatever it is that um that the task that you're doing so if you're doing like we talked earlier about a podcast or a a YouTube video or what have you all right what are all the steps it's not like okay just flip on your camera and start you know start riffing most people go through topic ideation flushing out a topic idea creating an outline maybe people script it then it's recording and then you want to put then it gets sent to the editor then so it's like you want to break that thing down whatever that thing is into steps so once you've done that for me for the for the newsletter I have three different sections for example so I have like you know the the relevant news to online businesses I have what I call an AI insights section and then I have a use case of the week so all each of those things there's different steps within each one of those sections so the important thing is is for me to break each each of the steps down so now I know oh AI can help me here so let's just say it's uh researching relevant news stories that are AI stories that are relevant to online businesses well AI can help me with that that rather than me physically going and you know doing the research myself or oh I'm going to write my insight section on a specific topic oh maybe AI can help me come up with the ideas for that so that I'm not always um having to come up with an idea and then oh I want to use whatever Claud to help me write that and so but I don't I wouldn't know that I wouldn't be able to plan that out if I'm not breaking it down into the steps that go into doing that task and this is your your workflow I love it Okay so we've gone from uh audit to prioritize to plan and in the planning phase we're really starting to pick if you will the first big rock that we're going to break into little rocks right and we're going to use um you know those little rocks are going to be potentially candidates for AI enhance enhan enhanced steps is really what I'm hearing you say right y exactly so now we enter into this testing phase which you and I were talking about right and talk to me a little bit about what we mean by testing and then let's get it let's get into kind of like what it entails so when I'm looking at testing it's it's the whole well this isn't going to I mean you know you and I have talked about Facebook ads for for for years I used to teach Facebook ads and the question that I mean and you I know that you get this like what I should I fill in the blank yeah and I don't even I don't even have to you know here whatever's after should I the answer is yes you know and that what I mean by that is you got to test it out because it all works and so the same concept applies to Ai and so the test part of this whole thing is there's a lot of different tools that will solve a problem it's figuring out you know number one what's in your budget right because a lot of the tools are going to you know cost 20 bucks a month um of course there's free versions but you you hit you'll hit limits and so forth but let's just say that you want to write an email well chatti for most people is not going to be the best content writer Claude is gonna be the better content writer so testing that just as a this a very simple example is all right you know what I'm going to test both these models and then there's tools out there by the way um that you can use that will you put one prompt in and you can test different models against each other so you can put one prompt in on the screen and you'll it'll show you different models the the output from different models do you have you have a recommended tool for that I really like um I think it's called chathub okay uh it's models which one's going to give me the best or the kind of output that I that that I'm happy with the next level of that is all right I'm going to put together a workflow or an automation so if I'm putting an automation together let's just say in zapier or make.com does the automation a does it work the way that I want it to and am I getting the kind of output I want from the automation same thing is I I use a tool called MP pal um and I build workflows in mine pal so it's great so for example I have if I wanted to do uh research for the newsletter for one section it will do the research and then it will prompt me for like okay pick you know pick which one I like the best and then based on that the one I pick it'll move on to the next step in the workflow and so again this is where it's like all right I'm going to test the different putting this all together and to see if it's working for me but You' got to be okay with it not working the first several times and this goes back to I love what the how you what you said before Mike is like fiddling with it is just got to fiddle with it until you get to a point where you're like oh yeah I'm really happy with this I'm really happy with the output um I'm happy with the AI model that I'm using just like before where you were like oh could you use uh advanced voice mode for chat TBT to look at to to show what's on your screen right yes Gemini 2.0 does that too like there's just different options okay so just to try to help bring Clarity to this when we're at this stage of the process where we have planned out this um thing that we want to tackle with AI and we've identified kind of all the critical steps that are involved it's at that point that we're going to begin testing various different AI Solutions or tools to see whether or not it meets the mark that you're looking for and to give a good analogy um we have an account called maggi. a we had dtin out here on the show we have it for everyone inside the company and it's got a million different image models inside of it it's got idiogram It's got flux it's got all these different models and I'm the one that creates all the thumbnails for the YouTube videos on social media examiner and I there's always new stuff coming out so what I'm doing is I'm testing the various different AI image models to see which ones have what I'm looking for because in the early days they were all coming out of cat GPT with Dolly 3 and they looked horrible and then eventually I start I I I discovered flux and I'm like holy crap that looks photo realistic okay and then eventually I realized I've got to bring this stuff into Photoshop and I've got to use Photoshop generative expand so I've got a process now that I have tested and refined where I'm using a couple different tools and it could take me as much as like five to 20 prompts to get the image that I want and then I've got to bring it into Photoshop and I've got to mess with it a little bit but still it's so much better than art directing an illustrator which is what we used to do you know what I mean and then I have to say no you need to do this and change that I can just get it done and for me I actually love doing it for me it's fun cuz it allows my creative G to come out so this is an example of like you got to you got to experiment and the other side of it which I'm sure you can attest to Rick is these AI models keep coming there's new ones that come out all the time right and if you stick with your old one you might actually not realize that they've evolved you have like chat GPT um uh 01 right is so much better than 40 and most people don't even know it right oh yeah yeah um and and and the creating the thumbnails is a perfect example of what we were talking about you so you might know in like you're like oh yeah I I need to be creating these and maybe it's a weekly thing or if you batch them or what have you but when you sit down and you're like oh yeah I spent whatever long like 90 minutes each week to do these now you know exactly what it is and how long it's taking you and then you start to break it down into the the steps like you just like you just mentioned now that becomes oh okay I can start to because it's repetitive it takes up a lot of time however I do enjoy the process right and it's also a very important thing that you're doing right right right so okay cool I can enjoy it while also trying to incorporate the different the different um uh image generation models and stuff like that to try to figure out what the best way is to do it but you you're able to do that because you know what the process is and broken down step it's more about getting a higher quality output than it is about saving me time and that's the key right because we know that thumbnails are kind of everything right and totally and the quality of the thumbnail has very much to do with the likelihood that you're going to get someone to click on it so for me I don't mind messing around with these tools and I love it actually and because for me it's like the kind of work that I love doing so this is just yet another example so um let's talk a little bit about the different kinds of tools that solve different kinds of problems we' we've already mentioned a few of them but I'd love you to just share what your thoughts are just so people know that obviously they're going to when they break their task down they're going to have a lot of different kinds of tasks so which which tools are best for which kinds of tasks so I like Chachi BT for things like brainstorming for ideating on things for fleshing out ideas for creating outlines um of different things um I will use it to do some an analysis uh Gemini is very good at data analysis uh especially when you have a ton of data because the context window in Gemini is a million which dwarfs both context windows for um are you using AI studio for Gemini or you using some other to yeah yeah yeah okay Google AI Studio yeah I am using just a quick side note on that so when we're when we're recording Google just the other day last week announced that they're including Gemini in Google workspace business account for free but they increase the price but yes we all have it now right yeah but I number one it's not a I don't love the yeah I think it I think it's got to get better in especially in terms of its integration into Google Drive yeah um gemini.com for anybody who's listen that's what what Rick's talking about and that feels I haven't really used it very much but it feels a little bit like chat GPT right or CLA so what you're saying is it's really good for data analysis so so if some if you've been struggling with data analysis on the other tools mess around with actual Gemini itself that's cool yeah yeah and again you can do that you can do it for free within the AI Studio Google's AI Studio you just don't have any storage or memory or anything like that yeah yeah if you're doing yeah if you are doing uh if you're using Google workspace you surprise you now have Gemini in there um what I'm not seeing yet by the way is um the Gemini 1.5 Pro deep research tool you and I talked about this um it's available on the personal accounts but you it's coming is is what I've been hearing yeah um and you also have another tool that we'll talk about is notebook LM plus which is their latest paid version of it um of notebook included with you know in um your Google workspace but anyway that's what I would use chbt for that's what I like to use it for Claude is my go-to content writer um love it really really good in terms of writing content writing emails writing sales page copy writing um email sequences writing um almost anything really yeah pretty much anything uh along with that by the way I really like uh just to give you some different options I really like Lex ai leex ai for writing content never heard of it it's it's interesting because I can use the Claud 3 I can use different AI models within Lex so I'm using and I don't know I have a call with one of the the people on on their team next week when we're recording this so it's a question I'm going to ask but so I can use the Claude 3.5 Sonet model within Lex and I get an amazing output with my writing with my content it's very personal personable it it has all the great qualities of Claude but it's I don't know there's something different about it in a good way so anyway Lex Lex AI is another um great tool Claud for writing content we talked about Gemini notebook LM is free they do have the free version uh this is sort of that um probably my top two tools uh of 2024 um that I've talked a lot about on the on the YouTube channel it's just great basically you can upload different Source material and originally was created for people who were like uh researching for books like writing a book doing all the research the the academic papers at so forth but essentially you can upload at this point you can upload Google Docs you can upload Google Slides URLs YouTube videos um audio files copy paste text and create this massive uh knowledge base if you will around a a certain topic and within that you can uh or notebook LM the Gemini model within notebook LM is it can connect the dots between the different um content sources that you've uploaded so it's great for Connect uh connecting the dots between um different pieces of content you can create a podcast of it now you can direct the podcast now uh so that's another tool using all the time using that one yeah yeah I definitely love it so folks um just to kind of bring us up to speed where we're at um we are now you know we've gone from auditing to prioritizing to planning and then now we're in the testing phase now we're not going to get into this but Rick and I had another interview about Automation and I've also had some automation guests on the show um so this is where you can connect make.com or zapier.com behind the scenes to do automation it's a lot more advanced but really what what I think I'm hearing you say Rick is you've got to test the right tool for the right little task right just like you might have different people inside your network of friends that are really good at certain kinds of tasks it's the same with the AI models some AI models are really good with audio or video or the written word or analysis right and and that's where testing comes in it's worth a little bit of money to invest in these tools because it's going to be absolutely amazing now let's just say all right we've got this down what's the next step in your process because this is kind of fascinating to me yeah so once you you once you've nailed it down and um you know the important thing is like this is not a set it and forget it it's a set it and forget it for a little while but as you mentioned earlier Mike like things this stuff's changing all the time like models are getting better and things are you know agents are coming and all this other stuff but at least once you dial in the process that where you're getting good results from it then teach somebody on your team or Teach an assistant or somebody or an intern or what have you so that they can take over the process so you get it off your plate and then you go to the next thing on your list and start the process all over again but you're starting with the planning phase because you've already done the audit you've already done the prioritization now you can move to um the next thing and the cool thing is is like you've already delegated it if you will to AI but you do want somebody to kind of keep an eye on it especially if it's kicking out content and so forth that you're going to review so what any tips on how to teach because not everybody knows how to do that yeah um I like like to number one I like to record uh myself going through the process with loom or whatever tool that you want I really like Loom because number one everybody knows it super simple they have an AI add-on I think it's an extra $5 a month uh for it where you can screen record walking through something and I think that's document is the button uh on the right hand side of your loom video and then there's an sop option you click the SOP option and it gives you a very well-written sop for whatever it is that you just walk through on the screen so love it that's what I would do first and then I would get bring you know schedule uh a zoom call with that person that you're going to teach it to or Google meet or whatever and then walk them through the process so now you're walking them through the process and they're doing it that's the thing that's the next step you walk them through through it then ask them to do the process I see while you're on the call and so now they have the SOP they have the recording of you do it they have you walking through it on the zoom call and they have walked through it they've walked you through it on the zoom call I love it absolutely love it rick yeah okay so first of all thank you for sharing this process yeah it's not as complicated as it sounds it's really simple the hardest part is just starting the hardest part is actually just documenting what you do right I mean and once once the rest of it AI can assist with absolutely the rest of it um Rick if people want to uh learn more about you and what you're doing where's the best way for them to connect with you uh the the best way is the YouTube channel if you just search for my name Rick M on YouTube um videos there and then my Community which is called the AI Playbook I'm dropping the premium part of the name because I'm only going to have one Community which is a good thing um so the AI Playbook I have a an AI Community uh we're over on school and it is for online businesses looking to pretty much do what we're talking about here today stay on top of AI learn how to leverage AI for their for their business make things easier and more profitable and um yeah it's a lot of fun all right Rick well I cannot wait to see what you have to teach at Social Media Marketing World in San Diego this year thank you so much for coming on the show and sharing your insights with us absolutely appreciate it as always

Original Description

Need a better way to implement AI in your business? Looking for a systematic approach to implementing AI tools? Discover a practical framework for auditing your tasks, prioritizing AI opportunities, and testing solutions to streamline your business processes. 🔔 Subscribe for More AI Insights – https://www.youtube.com/@AIExaminer?sub_confirmation=1 ⏬ Download the latest AI Marketing Industry Report – https://socialmediaexaminer.com/AIReportYT 🎓 About the AI Business Society – https://AIBusinessSociety.ai 🧭 About the AI Business World Conference – https://www.socialmediaexaminer.com/aiworld-yt 👁️‍🗨️ About Rick Mulready – Website https://rickmulready.com/ – Membership https://www.skool.com/ai-ify-lab/about – YouTube https://www.youtube.com/c/RickMulready 🔗 Show Notes From This Episode – Find other products, tools, and resources mentioned in this episode https://www.socialmediaexaminer.com/the-smart-marketers-guide-to-streamlining-work-with-ai 🤝 Connect with Michael Stelzner – Connect with Michael Stelzner on Facebook https://www.facebook.com/stelzner – Connect with Michael Stelzner on X https://x.com/mike_stelzner ⏰ Timestamps 00:00 Intro 01:30 Why Should Marketers and Entrepreneurs Have A System for Using AI in Their Work 09:56 Step 1: How to Audit Your Time Spent on Tasks 18:01 Step 2: How to Prioritize Where to Apply AI to Your Workflows 26:15 Step 3: How to Plan for Applying AI to Your Workflows 29:30 Step 4: AI Tools and Solutions to Test for Your Workflows #AIExplored #AIExploredPodcast #AIAutomation
Watch on YouTube ↗ (saves to browser)
Sign in to unlock AI tutor explanation · ⚡30

Playlist

Uploads from AI Explored · AI Explored · 37 of 60

1 Start Your AI Journey Here...
Start Your AI Journey Here...
AI Explored
2 Adopting AI for Business: Where to Begin
Adopting AI for Business: Where to Begin
AI Explored
3 How to Get AI to Create Better Content
How to Get AI to Create Better Content
AI Explored
4 Prompt Engineering Fundamentals: How to Get Better Results With AI
Prompt Engineering Fundamentals: How to Get Better Results With AI
AI Explored
5 Using AI to Speed Content Creation
Using AI to Speed Content Creation
AI Explored
6 AI Workflows: How to Get Started
AI Workflows: How to Get Started
AI Explored
7 Repurposing Video Content Into Multiple Mediums with AI Tools
Repurposing Video Content Into Multiple Mediums with AI Tools
AI Explored
8 Getting AI to Model Your Unique Brand Voice
Getting AI to Model Your Unique Brand Voice
AI Explored
9 AI Prompting for Writing: How to Get High Quality Output
AI Prompting for Writing: How to Get High Quality Output
AI Explored
10 How to Create Stunning AI Thumbnails for YouTube
How to Create Stunning AI Thumbnails for YouTube
AI Explored
11 Building Custom GPTs: Personalizing an AI Assistant
Building Custom GPTs: Personalizing an AI Assistant
AI Explored
12 Using AI to Be a Better Content Creator
Using AI to Be a Better Content Creator
AI Explored
13 Getting Your Team Quickly to Embrace AI
Getting Your Team Quickly to Embrace AI
AI Explored
14 Using AI As Your Business Consultant
Using AI As Your Business Consultant
AI Explored
15 Generic to Genius: Crafting AI Prompts for Optimal Results
Generic to Genius: Crafting AI Prompts for Optimal Results
AI Explored
16 AI Operations: Using AI to Scale Your Work
AI Operations: Using AI to Scale Your Work
AI Explored
17 AI Automation: How to Speed Up Your Work
AI Automation: How to Speed Up Your Work
AI Explored
18 Getting Started With Midjourney: Creating Advanced AI Images
Getting Started With Midjourney: Creating Advanced AI Images
AI Explored
19 AI for eCommerce: Putting AI to Work to Sell Products
AI for eCommerce: Putting AI to Work to Sell Products
AI Explored
20 Implementing AI Across Your Company: A Comprehensive Method
Implementing AI Across Your Company: A Comprehensive Method
AI Explored
21 Advanced AI Copywriting: How to Train AI to Write Like a Pro
Advanced AI Copywriting: How to Train AI to Write Like a Pro
AI Explored
22 5 Levels of AI Marketing Mastery: How to Level-Up Your Use of AI
5 Levels of AI Marketing Mastery: How to Level-Up Your Use of AI
AI Explored
23 Creating AI Assistants Using Claude Projects
Creating AI Assistants Using Claude Projects
AI Explored
24 AI Creativity Unlocked: Making Anything Seem Possible
AI Creativity Unlocked: Making Anything Seem Possible
AI Explored
25 Using AI to Expand Your Ideas and Creativity
Using AI to Expand Your Ideas and Creativity
AI Explored
26 Prompting at Scale: How to Deploy AI Across Your Company
Prompting at Scale: How to Deploy AI Across Your Company
AI Explored
27 AI Insights: Uncovering Customer Value
AI Insights: Uncovering Customer Value
AI Explored
28 Building Foundational AI Skills for Business
Building Foundational AI Skills for Business
AI Explored
29 Using AI to Create Engaging Social Posts
Using AI to Create Engaging Social Posts
AI Explored
30 Creating an AI-Driven Content Marketing Workflow
Creating an AI-Driven Content Marketing Workflow
AI Explored
31 Custom AI Models vs ChatGPT: A Guide to Private Large Language Models
Custom AI Models vs ChatGPT: A Guide to Private Large Language Models
AI Explored
32 MidJourney for Business: How to Quickly Create Professional AI Art
MidJourney for Business: How to Quickly Create Professional AI Art
AI Explored
33 Using AI as a Content Analyst: How to Plan Your Next Steps
Using AI as a Content Analyst: How to Plan Your Next Steps
AI Explored
34 Creating AI Agents: The Future of Work is Here
Creating AI Agents: The Future of Work is Here
AI Explored
35 AI Priming: Getting Custom and Accurate AI Output
AI Priming: Getting Custom and Accurate AI Output
AI Explored
36 Top AI Tools for Creators for 2025
Top AI Tools for Creators for 2025
AI Explored
The Smart Marketer’s Guide to Streamlining Work with AI
The Smart Marketer’s Guide to Streamlining Work with AI
AI Explored
38 AI Automation Made Easy: How to Get Your Hours Back
AI Automation Made Easy: How to Get Your Hours Back
AI Explored
39 AI Assistants: How To Level Up Your Work
AI Assistants: How To Level Up Your Work
AI Explored
40 AI-Driven Teams: How to Transform Your Workforce
AI-Driven Teams: How to Transform Your Workforce
AI Explored
41 Content at Scale: How to Train AI to Create Great Content
Content at Scale: How to Train AI to Create Great Content
AI Explored
42 How AI Helps Leaders Accelerate Business Growth
How AI Helps Leaders Accelerate Business Growth
AI Explored
43 Get Accurate AI Headshots: How to Create Your Flux LoRA
Get Accurate AI Headshots: How to Create Your Flux LoRA
AI Explored
44 Custom GPTs Secrets: How to Get Great Results Every Time
Custom GPTs Secrets: How to Get Great Results Every Time
AI Explored
45 Building AI Agents: How to Get Started
Building AI Agents: How to Get Started
AI Explored
46 Becoming an AI Expert in Your Company or Industry
Becoming an AI Expert in Your Company or Industry
AI Explored
47 Building an AI Content Team: How to Rapidly Outperform Your Competitors
Building an AI Content Team: How to Rapidly Outperform Your Competitors
AI Explored
48 Embracing Emotional Intelligence With AI: How to Remain Uniquely Human
Embracing Emotional Intelligence With AI: How to Remain Uniquely Human
AI Explored
49 AI and Brand Voice: Your Secret to Quality Scalable Content
AI and Brand Voice: Your Secret to Quality Scalable Content
AI Explored
50 NotebookLM for Business: Unlocking Valuable Insights
NotebookLM for Business: Unlocking Valuable Insights
AI Explored
51 Becoming an AI First Company: From Chaos to Clarity
Becoming an AI First Company: From Chaos to Clarity
AI Explored
52 Using AI-Inspired Social Content to Grow a Loyal Audience
Using AI-Inspired Social Content to Grow a Loyal Audience
AI Explored
53 How to Use AI to Simplify Your Marketing
How to Use AI to Simplify Your Marketing
AI Explored
54 Interactive AI Clones: Creating Unique Human Experiences
Interactive AI Clones: Creating Unique Human Experiences
AI Explored
55 Regain Your Time With ChatGPT: Training AI to Assist You
Regain Your Time With ChatGPT: Training AI to Assist You
AI Explored
56 AI Apps Made Easy: Creating Whatever You Can Imagine
AI Apps Made Easy: Creating Whatever You Can Imagine
AI Explored
57 AI Marketing Strategy: Practical Applications for Any Business
AI Marketing Strategy: Practical Applications for Any Business
AI Explored
58 Combining AI Tools for Better Results
Combining AI Tools for Better Results
AI Explored
59 Get Pro-Level ChatGPT Results With This Simple Change
Get Pro-Level ChatGPT Results With This Simple Change
AI Explored
60 Advanced NotebookLM Use Cases You Can Apply Today
Advanced NotebookLM Use Cases You Can Apply Today
AI Explored

The video provides a step-by-step guide to implementing AI in business, covering task auditing, AI opportunity prioritization, and solution testing. It offers practical tips and resources for marketers and entrepreneurs to streamline their workflows with AI. By following the framework, viewers can increase productivity, automate tasks, and leverage AI for business efficiency.

Key Takeaways
  1. Audit time spent on tasks
  2. Prioritize AI opportunities
  3. Plan for applying AI to workflows
  4. Test AI tools and solutions
  5. Implement AI tools in business workflows
💡 A systematic approach to implementing AI tools is crucial for marketers and entrepreneurs to streamline their workflows and increase productivity.

Related Reads

📰
AI Tools that Actually Pay You Back: A Developer's Guide to Monetizing AI
Learn how to monetize AI tools as a developer and earn revenue through profitable applications
Dev.to AI
📰
Creativity AI #82: Anthropic maps how people really use AI, designers shift from making to mending…
Explore how people interact with AI and the shift in design from making to mending, and learn to apply these concepts in your own work
Medium · AI
📰
The End of YouTube Search? Why AI Creator Discovery Is Becoming the Smarter Way to Learn in 2026
AI creator discovery is becoming a smarter way to learn, shifting focus from video content to creator expertise
Medium · AI
📰
Why AI Tools Are Becoming Essential for Modern Professionals
Learn how AI tools are revolutionizing everyday work for modern professionals, increasing productivity and efficiency
Medium · AI

Chapters (6)

Intro
1:30 Why Should Marketers and Entrepreneurs Have A System for Using AI in Their Work
9:56 Step 1: How to Audit Your Time Spent on Tasks
18:01 Step 2: How to Prioritize Where to Apply AI to Your Workflows
26:15 Step 3: How to Plan for Applying AI to Your Workflows
29:30 Step 4: AI Tools and Solutions to Test for Your Workflows
Up next
I Built a Live Dashboard With Claude - Zero Coding, Zero IT Skills
Nicolas Boucher
Watch →