AI BOOTCAMP - WEEK 1 - FULL TRANSCRIPT
Joshua Sun | Two Minutes Ahead
Recording: https://youtu.be/7haw0NulDt8
Use case library: https://joshuasun.co/bootcamp

Auto-generated captions, lightly formatted. Timestamps match the recording.
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[0:03]
Okay, so welcome to the first workshop for our uh AI boot camp for realtors. And we did it
this morning uh but I didn't record it, which I think is better because this way I can make
it more compact and we can kind of skip some of the downtime. Um I'm not AI person uh or
tech person at all, but I decided just a few months ago, you know what? like I see how
powerful AI is and um I just really want I really think it's important for us to learn. So I
just committed to learning. I was like whatever I need to do I will go ahead and learn it.
And I want to show you a couple examples uh of people who you know just are like you and I
who are may not have a tech background or anything

[0:50]
like that. But if you guys know Thomas Tong, he's a friend and a realtor. I met with him
last Wednesday and then um you know just told him about AI and Saturday he just jumped into
cloud code and which we'll talk about and he just created this amazing website for his um
post office business. They're approved by FedEx. So, they used um their colors and stuff,
which super smart. And you can actually uh the client can, you know, put and create their
shipping label. And today he was at the uh workshop and he even showed me a whole backend
thing that he uh coded with cloud code and this saved him thousands of dollars, many hours.
Uh so I just again want to

[1:36]
show an example of uh people without tech background can totally do this just because of how
easy AI is. And not only is AI um really amazing right now, but it's only going to get
better and exponentially. Here's a website. Uh Bambi, who's the uh assistant to Jimmy and
Clarence, she used Cloud Code to uh create this. I think it's a brilliant. Uh love the
picture here. and embedded videos. Uh again, just really amazing uh things you can do now
with cloud code. Of course, it takes time and thought, but just uh you know, again, this
would have cost thousands of dollars and months. And um yeah, what

[2:23]
what she did here was amazing. You can uh look at, you know, what all the other um I think
it's lagging right now. So, the video the background video is not populating, but there's
like videos that are embedded here that are really really nice. So, anyways, going back to
the um Oh, so anyway, uh let's let's talk about the boot camp resources actually. So, I
created this page. Um you can see it here. If you're watching this uh replay, you probably
are there already. So, I'm going to add it to this. But here's all the things we did, all
the hyperlinks. So, we're going to go through this um you know, throughout this uh
recording, the workshop, but let's go back to uh

[3:08]
this and you know, it's uh I'm here with my partner Timothy Joe um and we're mortgage
lenders. Um and we're here to just you know, offer this value to realtors. Whether or not uh
you guys work with us, it's okay. But what we really want to do is um use AI and and help
realtors use AI to buy back their time, grow their business, uh learn together. And our
partnership is such that uh he is great with fulfilling the loans, systems and processes,
followup. Um we have 120 different lenders. So we have great programs. And one thing that he
does that's maybe different than other lenders is he really helps lenders convert by talking
them up. he has these scripts he used and um for example you know he'll when you connect uh
him with

[3:55]
the client he'll tell them you know let's say you know the realtor's name is Mike um he'll
say to the and the client's name is Jerry he'll say you know Jerry like I work with a lot of
realtors because I've been doing this for a while but you know Mike he's one of the good
ones and most realtors are just kind of you know transactional and then they're always like
yes yes yes and then but Mike he has a heart of and he genuinely cares for people. And then
he has other scripts too, like when you get pre-approved, um he'll reframe it so that
instead of you have to chase the clients, the buyers, they'll be chasing you because he'll
say, "Hey, you know, glad you're preapproved. Um you know, if I were you, I would do this
because Mikey's really busy and today's already Friday, but if you reach out to him, I think
he can find some time to

[4:40]
show you some homes this weekend." So again, just little tweaks like that. I mean, he does a
lot better. I'm not really doing it justice. So, um, yeah, if you're open to it, you know,
we would love to connect with you to see if we can help you, uh, just grow your business and
add value. And because Tim does a great job fulfilling the loans, I don't have to worry
about that. So, if you have leads, you would send it to Tim. But for me, what I do is I get
to focus my time on learning all the AI out there um, as much as I can, and it's always
changing. So, I want to help you guys stay up to speed, find the best AI to steal it, and uh
help you guys find use cases and teach you guys um how to use it for your business. And I
don't want to just give you a fish like create a tool for you. I want to teach you guys how
to create your own tools, solve your own problems. So, imagine your whole

[5:26]
whole team um everyone's creating tools and I think that's where it's going to be most
powerful. So, um, yeah, let's go ahead and jump in. And it's all about implementation
because I don't want to give you guys information and say, "Hey, go do it later." Um, cuz it
just doesn't get done. But here, since it's a recording, we're going to pause and I
encourage you to implement it. Uh, cuz that's what we did at the live workshop. And you guys
are welcome to join us in the next um, five workshops cuz it's a sixeek boot camp. But this
is just week one. So today you're going to leave with a superpower, something you can do on
your phone that when I realized how to do this, I was like, "Wow, it's I was so happy and
it's one of my favorite things to do." And so again, we just went through that. So this boot
camp was actually built uh

[6:14]
on top of or built from Tony Robbins and Dean Gratzio's AI Advantage Boot Camp, which I did.
It was $1,000. Um, and honestly, I took everything from there and I added a lot of stuff to
it. The stuff we're going to do today with the MCP connectors, we didn't do that until week
five. And my goal is really to get us to uh do cloud code for you guys to do code by week
five or if not sooner. And also uh set up your AI agent on week six. And we didn't do any of
that stuff. So six week just kind of uh itinerary. Uh today we're going to set up your chief
of staff uh who's going to know everything about you and know how to do things for you
because they know. Next week we're going to dive more into memory, how to optimize memory,
how to give it more context because that's what

[7:01]
really uh gives you the best output with AI. In the week three, we're going to train AI to
write emails in your voice, do text messages in your voice. So for example, every day you
should have AI do a email triage, which is go through your inbox, show you prioritize what
emails are important, and for every uh email that needs a response, it should draft a a
response for you that you can edit and just send off. Week four, we'll dive more into your
business and get AI to know your business so it can do more things for you, do things
better. And then week five, hopefully we'll do the cloud code where we can really automate
stuff that runs uh every day and wherever you want. Um, basically think of it as whatever
you're doing to go get information. Let's say you're doing market research for, you know,
St.

[7:47]
Gabriel Valley, you should have AI do that and send it to you and that's what it can do and
plus a lot more. Um and then by week six we really want to help you scale so that again like
week five starting week uh even then there's business uh your AI is doing stuff even while
you're doing other stuff like showing houses and then uh week six is when you can we can
scale and create one agent and then you know that once you know how to create one agent you
can then create multiple agents and this is something we asked today. Um if you can create
or automate one thing uh in your business or life what would it be? uh we're not we're you
know you can't drop it in the chat because this is a recording, but I would love for you to
uh email it to me or text it to me because what I want to do is um see what problems people
have as realtors especially and then we can create some

[8:34]
tools together to um solve those problems. And what we're going to do now is um I'm going to
ask uh you to install Claude and whether or not you if you're not using Claude um just
encourage you to do that if you're open to it. It's $20 a month. Just sign up for the paid
plan. It's like a $40 investment for the six week boot camp. That way we can all do it on
the same platform. And if you're using chat or another AI, that's okay. You can keep it.
Like my main one is Claude, but I still use Chat and Gemini. and I'll show you kind of the
different things that different strengths that each has. So, um, if you haven't done it yet,
I would say pause this, install Cloud on your desktop and on your phone, pay for the $20 a
month pro plan, and

[9:19]
then uh you can also import your contacts, which I'll show you how to do in the uh the boot
camp resource page shows you how to do it as well. And then also uh same thing download and
uh install Whisperflow both on your computer and on your um phone because Whisper Flow guys
is a game changer because um the more you can type the more time you buy back and the more
efficient and better you will be with AI. The reason is number one you talk three times
faster than you can type. And um this is a app that if you join using my link uh you get 30
days free instead of the normal 14 days free and after that it's just 15 bucks a month. So I
think it's very affordable and totally worth it. Um it's not really

[10:05]
even how much it costs, it's just how much ROI you get from it. So you know the time you get
back and how you use it with AI is just incredible. So I would say try to as much as
possible not type and just talk. The reason is a second reason is we're going to talk about
how with AI you want to give it a lot of context right and if you have to type stuff you're
just so limited because you know you have to type you have to backspace and fix stuff
whereas if you talk I give prompts like you know like long prompts like five minute prompts
and you can just do so much with it. Um also Whisper Flow is a smart dictation device so
device. So let me show you what it means. Um, so for example, if I do uh let's say I'm

[10:51]
writing an email I thought I had uh oops I want to do my superhum. Okay, so let's say I'm
writing email and I uh do a shortcut here. Double click control in Windows for uh PC. But
then if you're a Mac, I think it's double click the function button. I can write let me say
I'm writing email to say hi Jimmy um it was great today um to do the workshop with you and
your team look forward to uh doing week two next Tuesday. Oh I mean next Wednesday. Uh let
me know what you guys thought and happy to hear any feedback. So, if you notice, well, I
caught this

[11:39]
part, but if you notice that um it took out all the ums and a's and then they made the
correction because at first I said uh Tuesday or week to Yep. I said next Tuesday, but I was
like, no, actually on Wednesday. And then also too, it has over a 100 different languages.
So, any language you want to uh speak pretty much out there, it will um do it. You know, it
can understand and then um type it for you. So that's why I really uh like the whisper flow
and um oops go to current slide. Ah okay. Okay. So go ahead and do that. Uh pause and once
you've set that up then you can

[12:24]
uh continue. And then also another thing I want to share with you is whisperflow. This is
the desktop app. So here when you do the whisper flow it saves it here. So you can do a copy
if you lose it somehow you can copy and paste it in there. There's also snippets which are
like keyboard shortcuts meaning uh if there's certain things you say a lot or like a let's
say you know somebody introduces a buyer lead to you or you meet someone open house you want
to send them kind of some information whatever you can program all this stuff. Uh for me
like I like to send people my AI resource stack and then instead of typing this out every
single time or saying it every time I just program it and then this is my kind of like uh
trigger word they call it. So then if I go back to my email and if I say AI stack and then
it'll populate that.

[13:14]
So you can again everything you use you know twice multiple times program it in there and
then you can just speak it and it'll put that in there. So, that's another cool um function.
Okay. So, now hopefully you've had uh Claude and Whisper Flow installed both on your
computer and your phone cuz we're going to use those. Uh just a quick, you know, um
difference between Chat and Claude. Uh most people are more familiar with chat than Claude
because chat targeted consumers. Claude went after businesses, which turned out to be the
better move because businesses have a lot more money to spend on usage. So, um, now chat is
kind of trying to shift to that model. Um, I think it's a better writer than chat. So, for
Instagram

[13:59]
post, uh, listing description, stuff like that, I think cloud is better. You can test it
out, of course. But then, um, Cloud as far as like models and skills, there's new models
that come out now pretty much like almost every other week. And, um, if you want just like
the best in-class model period, uh, Glaude is it. I mean, their Fable model is incredible.
Opus is awesome, but it's more expensive than chat and some of the other models. Um, so if
if you want like comparable performance, but much lower cost, then I would say go with chat.
Okay. Now, let's talk about context because getting good AI results is all about context.
It's imagine you hire somebody who has a 200 IQ, a genius, PhD in every

[14:45]
uh discipline. You hire them, you sit them down, first day you're like, "Write me an email."
How good is that output going to be? Not very good, right? Because they don't know your
company. They don't know who he's writing to. But if you train it on who your company is,
your clients, what type of email, it's going to give you a really, really good output. So,
that's the same thing with AI. So, um, now, how are we going to give it the best context
possible, right? Because the way AI works, it's not like magical cuz sometimes I know we use
it a lot and then it starts to remember stuff about us and we're like, "Oh, that's really
cool." But actually, what it does is um within a certain text, let's say you start a a text,
it's let me just um get to my cloud. So let's say you start a new chat and

[15:39]
then you continue to go in that chat. Um what every new prompt you put it reads uh the chats
the and stuff outputs in the um before it so everything in the chat. So the longer your chat
goes the more uh it has to read through before it gives you an output or response. So it's
going to number one take more time number two it's going to cost more usage or tokens. So
that's why um you know it's AI if you've noticed if you start a new chat it's not going to
know what all these other chats like you've used for you know months or years and you you
wouldn't want it to do that anyways because you want to it's a balance and you want to
optimize between giving it the right information um and not too much information, right?

[16:25]
So the way it's designed to do that is um you claude has two different way places to store
instructions versus memory. And I'll show you in a bit uh what that means. But instructions
are static and global meaning every single prompt you do no matter what project it'll read
that. So you want to put in your instructions the things you want pretty much it to know uh
for every single prompt. memory is more dynamic and clot actually um stores it itself when
it thinks something is important or you can store it and these would be more like uh certain
things it just needs for certain prompts or when you ask to do certain things for example
your personal Zoom

[17:10]
room you would store that into memory you wouldn't want to store that in instructions
because you don't want uh you don't need it to know what your personal Zoom room link is
every single time does that make sense and um you have to toggle it on. So, I'll show you
what I mean and you can add to it as well. So, in your claude, the way you find your um
instructions, you go to here, you go to settings, and in the general, you'll see your
instructions. This is where we're going to do a personal DNA to put your stuff, and then you
will add it here. And um memory is found under capabilities. Uh for when we're doing the
workshop today, some people said it was under privacy. Uh you can do privacy, manage memory,

[17:56]
manage memories, and you can see it takes you to here. Uh it can be under capabilities or uh
some people it would you would just scroll down all the way to here, I think to uh on the
bottom here. So if you can't find it, rule of thumb uh is always ask because claude the
first thing like Dan Martell, he has a company whenever somebody has a question, he'll say,
"Did you ask AI first?" If not, go ask and then come back to me because most of the time you
can get that answer and I'll walk you through it. Um, and it's just a good habit to, you
know, be resourceful and to learn to ask. So, you see these these should be toggled on. This
is off. This is on. U make sure they're on. They they should be as as a default. And that
way it'll add memory things. Again, the things it should remember.

[18:42]
And then here's the view and manage memory. So you can um store the memories like for
example my zoom link my AI tools page these are here so that when I ask for certain things
it will go and look for it and then also there's edits right so you can like it'll edit
these things um and uh it'll just add there and you can delete it and stuff like that and
then here's where you can import memory from other AI providers. So let's say you use
chatbt, you can click start import uh just copy the prompt and then go to chatebt. And I did
this earlier today. So I can uh show you it's loading. It's lagging a little bit because I'm
doing share screen. Why is

[19:28]
it not Okay, there you go. Oops. So, memory export request. So, this is the uh prompt that I
put in there that I just copy and pasted from the uh cloud right here. We're over here. Just
copy and paste it into that. And then um this is what it outputed. So, you would take this
whole thing and then copy it. And then you go back to cloud here. Start. go back to here and
then just put copy and Ctrl +V and paste and it would put all of that stuff here. And of
course, I'm not going to do that because I already have all that in there. Um, but that's an
easy way that you can

[20:15]
just, you know, if you're used to using chat to move that into cloud and then you won't lose
um any of your memory, it'll still have all of the context. And let me see what else here.
Um, okay. So now your personal DNA is again something that you teach it to learn about you
and uh where do you get it? And so you go to the workshop resources build your personal DNA
click that copy this and this is going to uh you know you're going to tell it these
different things about yourself and again these are things that you will put into your
instructions so that it knows who you are. Um, you can definitely add to this because
there's,

[21:02]
you know, this is just kind of a overall thing, but you can put it into claude here and then
just you can put it here and then you can just fill that out here or you can put it on a
Google uh word document or a notepad. Um, I would use Whisper Flow to fill out fill this
out. So, I would even go here and say, "Okay, I'm filling out this uh personal DNA below.
Help me fill it out. This is something I'm going to put into my instructions in the cloud
memory as global memory. So my name is Joshua Sun. I'm a mortgage lender and also raise
capital and etc etc. And then you know once I mean it already knows oops okay put it right
here. So I'm going to remove this. I was supposed to put it up

[21:48]
here but basically um because it already knows me um if I enter this it's still going to be
able to fill it out for me. But for you, um, you know, just kind of talk and you can brain
dump. It'll filter everything out. Um, so you see you it'll do all that stuff. And then once
you um I won't have it finished, but once you have everything ready, then you can just do a
copy and um, you know, uh, copy and paste it and put it go back into here again into
settings and paste it in here instructions. So, I would say it's good to spend like really
good time um because the more you put into here and you can put in stuff that it doesn't
even ask you. Again, just

[22:34]
know that this is something that um Claude will read every single time you ask it to do
something. So, whatever that information you want it to be, uh put it in there. If it's more
specific information, put it into the memory section, which again, for me, it's settings,
capabilities, and then memory. And you can always add memory. Um, and then again, if you're
not sure, just ask Claude, say, "Hey, should I store this in instructions or uh memory?" So,
go ahead and take, I would say, at least like 30 minutes to an hour to do this. And if you
don't want to do it all today, it's okay. At the workshop, we did like 15 minutes. Um, and
then and then, um, you can finish it later. That's part of the homework for until before
next week.

[23:21]
Okay. Now projects um for cloud chat uh the the the first part not cloud code they use
something called projects to help you organize because and we're going to dive more deeply
into this next week but um again remember how we said that whenever you do a new chat it
doesn't read all the other chats it just reads your instructions which we just put you know
our our personal DNA into uh and and that's it and some of your memory when it's the you
know relevant stuff but project what projects do is um you can have project instructions
specific for that project. So for example you can have one f it's like a folder basically
project folder for buyers sellers business ops family etc.

[24:07]
And what that looks like is in here you go to projects and you should basically have a
folder for everything every area of your life. And for me, whenever like I'm doing a new
chat, I think like, okay, what category or project is this? And if there's no category, I'll
start a new one. Just because, for example, like my mortgage business, you can add
instructions here that these. So, when you're in this one, it has kind of a description. Um,
whenever I type a prompt, it'll read these instructions on top of the global instructions
that we just did. And then also memory, you can add stuff to it. And then al it can also
reference like all of these uh different chats as well for contacts if it needs to. So again
it just gives you a lot more like context specific contacts and it's it

[24:55]
balances just knowing um stuff specific to the my mortgage business so that when I'm in this
project it will read all this stuff but when I'm asking it about something else let's say my
my health you know workout stuff it's not going to come in here. So it really just separates
it so that it can again optimize giving uh claude the the most context and needs to give you
the better output versus um you know having just all stuff having to read everything about
you that you've ever told it um which is again not efficient. It'll take too long and it
will cost you uh more token usage. A uh good use case is like if you you put stuff in
projects, it can help you with uh difficult people, difficult conversations, text, emails
because uh for example, let's say you work with a

[25:42]
difficult listing agent, right? Maybe they're difficult from the beginning usually and uh
you have it in your let's say buyer folder and as you go through, you know, you can continue
to update it, tell it what to do. But where it's really helpful is like when I so I don't
like conflict, but when I get that like nasty text or nasty email or difficult, I just have
this like uh feeling in my stomach. I'm like, I don't want to deal with this. And what I do
is I just kind of like don't deal with it. So I don't have to like sit there and think about
it. Maybe I get emotional and I want the emotions to pass. But what that also does is it
kind of stays on the back of your head and is draining your your brain power just like it
drains your phone battery like like you have an app that's on. So, what it's really helped
me to do is I'll just screenshot that

[26:27]
text from that, you know, it's an investor or like a client or somebody and just paste it
into chat and I'll tell it like, "Hey, this is what happened. This is what I want to respond
with." And I I'm honest with it. Sometimes I'll read a text. I'm thinking, "What the heck
are you talking about? Like, that's just ridiculous." And of course, I'll tell it like what
I want to say. And what I've actually found that's super helpful is AI is really good at
saying, "Hey, that part of it you should say this because of this and this part I wouldn't
say because of this and this is why." And then it'll give you a a draft a text or email or
whatever you need. You can edit it and send it back. And what I've really found is that um
it it really helps diffuse the situation and gets the response that you want. Like sometimes
they'll apologize and they'll say,

[27:14]
"Okay, you know, thanks for clarifying." Uh whereas like if I just reacted emotionally and
sent them like a nasty or like a you know um just a response where it's like I'm I'm being
defensive or I'm kind of attacking them, it's just wouldn't have gone well. Um, another, you
know, thing I use AI for is just to create like a house folder, house manager folder where
I'm like, um, you know, hey, I'm putting my, uh, I putting my screwdriver in this place in
my house cuz I don't know if you guys have this happens to you, but I always see stuff
around my house, but then when I need it, I can't find it. So, like where the, you know,
Tylenol is or where the band-aids are or whatever, like I'm I'm just maybe not great at
organizing. U, if you're like that, then it can also help with that. Okay, so now I want to
show you um the thing that I mentioned

[27:59]
that like when I discovered this, I was so ecstatic about what AI can do. And so before I
show you what what this is and how to do it, let me um let me pull up a video. And I'm just
going to play a video from my phone because I don't know how to like do it, you know, on the
um screen or, you know, I should be able to do it. But anyways, I'll just talk you through,
right? So, if you open up your phone, this is what it looks like on Claude. Um, I just tell
it voice command, click this little thing here, which by the way, for I use Whisper Flow,
like when it's texting, but when I do it a um on the cloud, their dictation thing, their
microphone's actually pretty good. And I like to use that instead because when you do
Whisper Flow, you'll notice there's like a little kind of like extra step to turn

[28:46]
it on. But because you know Claude is smart anyway, so you can do your ums and a's and you
can brain dump and it'll like analyze it for you. Um I just use that. So oh the reason uh
the way I discovered this actually is one day I was driving on the 134 like passing
Pasadena. Uh my health insurance called me and said, "Hey, we need to do inhome checkup."
Scheduled it for Wednesday 8:00 p.m. And after he hung up, I need to let my wife know. And
the way we sync is I create a Google calendar event, invite her, uh, you know, send her an
invite so that shows up on her calendar, but then I also need to text her because so she
knows cuz she doesn't just automatically check her calendar. So, what I would have to do is
wait till I, you know, stop driving, pull up my phone, schedule

[29:33]
it, you know, put in her email. Then I have to go to my, you know, text message and and
write a text and say, "Hey, you know, uh, they're going to do an inh home whatever." And,
you know, at this time, but instead, what I do is I just went on Claude while I was driving
because I have a phone stand. I say, "Hey, um, scheduled in home inspection for my health
insurance Wednesday at next Wednesday at 8." uh help me create a Google calendar event.
Invite my wife. It already knows her email or it can find your uh someone's email in the
inbox. That's what's cool about connecting your Gmail. And also help me draft a text
message. And it did that in like in within a minute or seconds. And then after that, I just
uh clicked the text message interface,

[30:20]
which I'll show you how that works here. Um and it just sent it off to her. And I just got
it all done literally in a minute or two. Got that off my mind that I was able to just focus
and not have to worry about it. So I was so happy when I when I learned how to do this. So
for example, let's say you you want to send a schedule a Zoom meeting with the buyer, right?
Let's say you meet buyer open house. They're ready to do a Zoom meeting. So this is what you
would do is schedule Zoom meeting with this person. I put my um my wife just, you know, as a
demo. Uh you want to say do it with Google calendar because some because default will go on
your phone. Um, and you could save it in your memory as well, like, "Hey, I want to do
meetings with Google Calendar using my Zoom link." So, um, for Saturday 9:00 a.m., send her
an invite. Help me draft a text to her and say, "Hello, Sarah. Great

[31:06]
meeting. Great to meet with you. Um, look forward to our meeting on Saturday. Have a blessed
day." And then help me draft an email. So, here's the thing, too. You can also send an
email. Let's say your uh there's some materials you send your buyers before uh you meet with
them or a seller or whatever. And then so this is what this is what it does. It already
knows my wife and those are my boundaries. Um and it'll ask you a question which and I click
this one. This is her email. And then um calendar invite send. So if I go on my calendar,
I'll have it on there for the person you send it to. They'll have an email and when they
invite it'll show up on their calendar. And then it'll draft this uh text message here.

[31:53]
And then you click it, it goes to your text, you click text, you just put in that person's
number and then you just boom, send it out. So literally, you're done in like um you're done
in like just a minute or two. And then what it also does is it puts a draft into your email.
And on your phone, you go to draft, you refresh, and then there's her email. Her her name's
already populated right here, which is what I love. And then I do the one click. The other
way to do it is because it knows I like it like that and it's faster. You can also do the
email in the interface. So then you can edit it and send it from here. So but here's the
interesting thing. It it got lazy, right? It just gave me a copy and paste. I don't want to
copy and paste it. I

[32:38]
said give it to me in the interface. And then look what it does. It says it doesn't do it.
And it says go do this or whatever. And I'm like, "No, no, no, no, no." So AI, here's the
thing. You need to push back. Okay? A lot of times it gets lazy for whatever reason. Does
it? So draft an email, the same email, put it in their face, just so I can click send. And
then finally, it does it. So for most of you guys, if you start using Cloud, this will
probably be the default. So you can click send and but then the only thing is you have to
put in their email, which is fine if it's saved. Um, but it's an extra step. So, what I like
to tell it to do is after it sends that, I I like to say, um, you know, put it in the draft
in my phone so I can one click send and it'll do what it did the first time. The draft will
be

[33:25]
there already. The person's email is already populated. Um, so, so I like that better. Now,
as far as the Zoom link, um, I want to mention this because even though, uh, connects to
Zoom at this point right now, things will probably change soon because it's always evolving.
you still cannot schedule a Zoom meeting uh on claude with your with your voice. So, what
you do is you just go to uh your your Zoom, log into Zoom, go to meetings here, and then go
to your personal room and find your um find your link. And this is my link. And then go to
cloud memory like we talked about before. And then just add your um and you can even tell
that you can say, you know, for example, watch, I'll show you. I already did this, but um
copy the link.

[34:14]
and you just go new chat and talk to it using whisper flow. This is my uh personal zoom
link. Store this in the memory master memory so that whenever I ask for a zoom meeting use
this link and basically that's all you have to do. So whatever you do see is that link's
already stored right. So, um, but whatever you do, just use voice command, tell it to do it
for you, and if it says no, like try to ask it to do a workound or kind of push back on it.
Sometimes it can still do it. Okay, so now we want to connect all of these. I'll show you
how to connect all these. They call it MCP connectors, meaning um it's giving cloud access
to do stuff in your email, Google calendar, and Google Drive. So, Google Drive is

[34:59]
amazing because once you um uh connect it, you can say look through my Google Drive for you
know, let's say you have an Excel sheet with everyone's contact on it. So, it can find that.
Gmail is amazing because it can literally go through years of email and it'll find like
just, you know, like old emails you're like, "Oh, I remember somebody emailed me about that
and it's so hard to find sometimes." It'll like scan through your emails so fast. And also
later once we have your AI chief of staff set up, what I like to do is every morning it'll
look at your calendar and anybody you have a call or meeting with uh I ask it to give you a
meeting brief. What that means is like it'll look up your password. It will go through it
can do research online like look up their social media whatever but it it'll also go through
your email and say hey you met this person or first interaction email is at this time and
you bought a house for them or you sold and you guys

[35:45]
talked about this and it'll literally pull all of that stuff up. So that's another benefit
of uh connecting your Gmail. So in order to do that um what we do here is you go to your uh
cloud and you just click any chat. You can start at the home chat, a new chat or old one
doesn't matter. Click the plus sign here. Go to connectors and add connector and browse
connector. and you'll see these the mine are already connected but then you uh basically
just click it click connect and it'll ask you to ask you to like log in with your Gmail. So
oh yeah one note

[36:31]
um one issue that people ran into is like they created the uh account with like Yahoo but
then when they try to connect their Gmail it would take them to the browser ask them to pay
again and then you have to just troubleshoot it like ask cloud what to do and I think it
asked for support and you just have to work through it. So, there's always going to be
little things here and there, but I um I just encourage you guys just to have that mindset
of like the whatever it takes. Like, okay, like here's a little obstacle. I'm just going to
work through it cuz it's definitely worth it. Um so, there may be some kinks and stuff, but
that's how you connect all of your um and you can always ask it like if you're like, "Hey,
does it have a connector for this?" Again, ask Claude and it'll tell you. And um you know,
you don't have to connect too much stuff. Like for me, I think I've connected, you know,
Calendarly, Slack. Slack is really cool if you use it. Uh notion which is

[37:16]
we'll talk about next week for our second brain and I don't have that much stuff connected
actually. Okay, so now um real quick on just what mode to use. Uh so I should actually go
back to here. So again ask Claude what are the different models right here and what are the
different effort levels here in extended thinking. So all I'll say is uh sonnet medium is
your default like 95% of tasks that's good enough. Opus you go uh is more like really in-
depth thinking complex task higher thinking if you're like hey help me plan this strategy
for like whatever um and I would go maybe opus high and um if you need super

[38:03]
complex tasks you can turn on adaptive thinking uh there's also a deep research mode so if
you click here and click research once this is on when you ask it a question uh to do
research on something it's literally going to deploy like a hundred agents to go out there
and find all these different um things on the topic and analyze it and ask you questions and
go deeper and deeper. And again, if you're not sure what one to use, just ask Claude, hey,
I'm trying to do this. What model should I use to optimize token usage? Um because your $20
a month plan is is pretty good, but if you're going to be doing a lot of cloud code, you're
going to run out of usage. And also the um the way it works is uh

[38:48]
you pay monthly but you your usage is um your usage is here is weekly and you have a 5 hour
limit. So to game it like doesn't matter how much you use a month. You just look at this and
you just keep track of this right here. And then um and Fable is like their most powerful
model. you only like are able to use a certain amount and you can just ask it. But you that
only is if you have like the $100 or um $100 or the $125 or the $250 plan. Um but the $20
month will was fine for now. Okay. And last, you know, few uh encouragements I would say is,
you know, even with the cost, right? 125 bucks

[39:34]
might seem like a lot. And if it is, that's okay. Like, you know, you can stick to the $20
one or maybe use ChateBT. But I think of it as just like hiring an employee because it's
really helping you buy back your time and get things done. So, you know, hourly rate like 15
bucks, 20 bucks an hour um compared to, you know, 125 bucks a month really and and for what
it can do for you, um really is not a lot even at 250 a month because it can do so much. But
the cool thing is once you train it, um you know, it can work like AI agents can work 24/7
for you when you're sleeping. Uh they don't have sick days, they don't have emotional, you
know, ups and downs, they don't fight with their spouse. So, I I just think it's a you know,
great return. So try to think of costs like that. Um and if you want to go faster,

[40:20]
like I totally um encourage you to do that because you know different people go at different
speeds, right? If you're feeling overwhelmed already, hey, that's okay, too. That's why we
have this recording. You can come back and watch it and we have the resource guide to help
you step by step. Um but if you're somebody who wants to go faster, here are some resources
which I'll show you. Um, and but most my biggest recommendation is to start using cloud
code. And that's something that will take you about an hour or so to set up and it's a lot
of like working through because when you set up it wasn't perfect. Took me probably an hour
and I'll show you what I mean of you're going to go back and forth. Claude chat will tell
you how to set up cloud code on your computer and it's a lot of back and forth and
screenshots of like, hey, I'm stuck here. What do I do next? And

[41:05]
it'll guide you. And so again, that's another just skill that you're going to um have to be
okay with, but you're also going to build is whenever you're stuck, just ask Claude and
it'll it'll tell you, especially when you're like building apps and stuff, and it'll teach
you how to sign up for like GitHub and Versell and all these things that were totally
foreign to me. But you know what? After a while, you just do it and you're like, okay, you
know, it's it's it's a little bit tedious sometimes, but um it's not it's nothing you can't
learn, right? So cloud code, the reason um it's so important is like it's so much more
intuitive. You can tell it what to what to do. You can build apps and and I mean build
things to just solve problems basically, right? And we'll talk a lot more about that in the
next um coming weeks. And like I showed you in the beginning, Thomas used Cloud Code to
build that website. Bambi did as well.

[41:51]
Um but it's so much more than that. It's so much more intuitive. you can talk to it uh and
it can do a lot more cuz with chat it can do some things for you but um cloud code can just
do way more and Dan Martell um who I'm in his coaching program he's like one of the top AI
people um out there because he has a 28-year uh tech background and he spends 95 95% of his
time building stuff and he has like all these different companies and all of that two eight
figureure coaching businesses he actually shut down uh all of his companies in for two whole
days and taught them to code and taught them to build apps to help them do their job
whichever position they're in better and he said that their everyone's productivity is 10xed
which is crazy which is I believe it because

[42:37]
again and when he told us that in the coaching program I first I didn't listen but then like
maybe a month or two later I started doing it and this is probably like two months ago less
than two months ago I would say and I'm like dang I should have started earlier so that's
why I encourage you guys to do it and here's the resource first page. Um, if you want to
install Claude Code, here's the playbook. You click it. Again, just follow step by step.
Whenever you're stuck, just add ask Claude, give it a screenshot. Hey, I'm stuck. What do I
do next? Um, and then there's like five systems you can set up. But the biggest one is like
a a CFO, meaning what it does is it can link to your QuickBooks and you can um upload bank
statements if you don't want to give it to access to your bank accounts and it'll analyze
all of your spending,

[43:24]
both personal uh what I do is have it analyze my personal my business spending. Um I've
always known like you should budget, but I just never have the time or discipline to track
it and to just, you know, spreadsheet everything. But it literally does everything for you
and it creates a whole dashboard for you. And um it'll even go back like if you go on Chase
or whatever, you can download like 12 months of statements, 24 minutes, not not it does not
too hard. You just click click click click click and it'll kind of go back and you put it
all in a folder and then um it'll analyze everything. You can ask it like hey how's my
spending last year versus this year or break it down by quarter or months um what your goals
are. and it'll tell you how much money you need to like save and it'll categorize to like
you're spending this much on, you know, eating out or shopping or whatever. So, anyway,
that's just one of five like systems

[44:11]
that you can use. But I would say do that. Um, as far as like learning because literally
like two months ago, um, I, you know, a few months ago, I I had no idea like what, you know,
about any of this. I was just so like I don't know how I came across these guys but um
there's a moon podcast called moonshots by Peter Deontis and these three other guys and like
what they they talk they basically talk about all things about AI um exponential technology
like robots like I don't know if you know this but there's robots like doing surgery right
now um there's flying cars and they're mass-producing these so uh there's an episode with
Elon Musk this one is amazing one just uh he's he's building

[44:58]
um data centers in space which is crazy but I love this is like my new favorite thing to
watch. I used to like to watch movies or sports. I don't watch anymore cuz you know I just
love this and they do two episodes a week and you see they're kind of long. They're about 2
hours so I'll do like 1.25 25 or 1.5x speed. But just, you know, this is like my go-to one-
stop shop for all things uh just AI in the future. And it's not even just the future. It's
like whatever what's already happening now, but what's also going to happen in like the next
6 to 12 months. Before it's always like, oh, things are going to be different in like 3 to 5
or 10 years. But now it's like, no, it's probably going to be like 1 to two years. So really
encourage you when you're driving, when you're doing chores, just listen to this. Um,
there's nothing better to do to uh, you know,

[45:45]
spend your time while you're, you know, those are like the dead time. You can't do anything
else anyways. And it makes chores fun. Like if I need to do dish, I'm like, great, I get to
listen to this. Or I need to go drive and pick something up. Great, I get to listen to this.
Um, but it's really going to catch you up to speed. And the other thing I'll say is I listen
to other podcasts, too, but they like talk over each other, they cuss, and they're just not
the same. But um these four guys here, they're just uh really classy but also brilliant. And
yeah, I can't recommend this enough. Just listen to a few episodes and um I think you would
really like it and you would really benefit from it. The other one is uh Substack. It's
basically like a Instagram for AI and ideas. So I don't even go on Instagram to consume
content. I would just post. I've always been like that. I

[46:30]
just, you know, didn't have time for it. But with this, you can follow uh different people
for free and they'll talk about like you know how to use AI, how to give your agent memory.
Um all the news about the different AI models, just so many things, right? Like you vibe
coding, whatever. Um yeah, so I love to just go on here and see what people are talking
about and how people are using AI. Um and it's just really fun. And the other uh person, two
people I learned from on YouTube a lot is uh Alex Finn. He's kind of the known as the top
guy for uh AI agents. So his stuff is really good. He kind of always gives you up- to-date
like you know a new new model or how it compares to other stuff,

[47:17]
how to use it for agents use cases. Um he has a vibe coding class which I was going to join.
That's like 97 bucks a month, but until I found this guy because his uh course is a lot more
organized, a lot more um applicable for me. I still want to join Alex's at some point uh cuz
I have an AI agent. I'm building out my second one and I'm trying to give it more
capability. But he's really good, too. And I've done my research and these two guys are like
two of the top more legit people. So, he'll, you know, talk about Fable so you guys can
learn all about that. And uh just this is another like thing I learned to really optimize my
time. said than ever before is now with YouTube since it's owned by Google which uh is you
know produces the Gemini AI model you can click this uh

[48:04]
Gemini thing and ask it. So like this video is like 18 minutes. But sometimes you'll see
videos that are like a 30 minutes an hour. I don't want to watch it and then like spend an
hour on it or 30 minutes just to think just to like, you know, come back and say, "Man, that
was a waste of time." Right? Have you guys done that before? So if you click this one, you
can summarize the video. And I I love to do that. Just it'll summarize it. I can literally
read so fast what like much faster than watching an 18-minute video what it's about. And if
you know if it's a video you want to watch then, you know, I'll watch it. So that's just
another thing I've learned to make things more efficient. Um, Jack Roberts has uh school
community. It's 87 bucks a month and um, you know, there's different classrooms uh, on like
how to

[48:52]
do claude code and Hermes agent and then all these different AI automations. Um, so yeah,
I'm spending time, you know, just like trying to do one or two of these a week and implement
it. So that's another cool resource. Um, so yeah, if you guys want to, I would definitely uh
recommend you guys um, you know, doing these things um, just to get ahead. But, but
definitely first and foremost start Cloud Code. Install it, play with it, uh, use it and and
I think that would be the biggest uh, game changer. And we're gonna, you know, get more into
that next. Okay. So, a couple other things I'll share. And we already talked about just ask
Claude, you know, first whatever question you have, just ask AI first. The print screen is
your best friend. Meaning, um, when you do cloud code, a lot of times you're going to get

[49:38]
stuck. And you can either do the snippet, which is like, um, how do I do the snippet? Like
snippet here. I bookmark it on my task uh, tab. And then you can come here and then be like
do a thing. Or another faster way is you just click print screen. There's a print screen
button on your keyboard. It's uh either print screen or prtsc. Or if you have a mouse that
has like a middle button, I would uh program it to click it so that you just click and print
screen. So, if I click print screen, then when I go to chat, let's say I'm stuck somewhere,
I just click paste, Ctrl +V, and then it'll just paste it there for you. So, again, print
screen is just a game changer. So, it saves you a lot of time, especially because it's going
to be a lot of like

[50:23]
back and forth as you're you're coding or you're setting stuff up that you're going to need
uh you know, to do that quite a bit. Okay. And so, leave you with a couple things. So Dean
Gratzio of the AI advantage boot camp said be selfish for one year so that you can be
selfless for the rest of your life. What do he meant by that is right now we're in such a
critical time where AI is already so amazing and it's only again uh improving exponentially.
And so people who use AI, you're going to have such a big advantage over people who don't.
Whether you're a realtor or entrepreneur, it's just like someone using a manual saw cutting
trees and somebody using a uh electric chainsaw. They're just, you know, that person with
the better technology is going to way

[51:10]
outperform the other person, right? So, um, right now again is that time where I think if
you for the next year really just focus and and redirect some of your time. Uh, you don't
have to go all in and stop like watching movies or Netflix or whatever or listening to
music, but maybe just, you know, block out a couple one to two hours a week and just learn
and implement and and and use it, right? Build out your AI, build out your context, your
your cloud code, whatever. And um maybe when you're driving you listen to one Moonshots
podcast a week or when you're doing chores, right? And if you just do that um you'll be so
much farther ahead so that when the new better AI comes out, you'll you'll be able to use
it. Whereas if you don't start or you're not really um learning

[51:56]
and growing in the level of AI you use um when the new stuff comes out, there's just going
to be a bigger and bigger gap and it just might be hard to catch up at some point. And for
me, what that looks like is Wednesday nights and Saturday nights, I I put in my calendar for
a couple hours. So after I put the kids down around 10 o'clock, I'll get a my third cup of
coffee and drink it and then um just vibe code learn. I'll just again watch one of these
trainings and then just implement and and build. And it's so much fun in the five degree
shift, right? So again, if you're already feeling overwhelmed, it's okay. Um, what Dean
said, the other analogy he gave was like, let's imagine you're driving a tractor and you
just turn the steering wheel uh 5 degrees to the right, you know, to the end of the field,
maybe in the 100 yards, you're not going to notice much of a difference, but, you

[52:43]
know, one mile out, 5 miles out, 10 miles out, you're going to end up at a very diff
different destination. And this is the same thing with AI, right? We're not telling you to
spend, you know, five hours or 10 hours a week or whatever, but just maybe, you know, two
hours a week and maybe listen to some stuff to learn about AI, what what it's doing. And
then you actually will think of ideas of like, hey, I can do it for this. But you know, if
you just do that incremental um learning, there's going to be a compound effect that over
the next 6 months, a year, 5 years, 10 years, 30 years, you're just going to, you know, be
so much better off and and you're going to make more money. You're going to buy back more
time so you can spend more time with your family, do stuff you like, like exercise, take
care

[53:30]
of your health, or go hiking or whatever your hobby is. Um, so AI really uh allows you to be
more human and I think you know that's just uh the mindset I encourage you to consider
because um you know you don't have to worry about hey it's overwhelming there's so much
stuff out there just do a little bit each week maybe a little bit each day and then if you
commit to that um it it I really believe it's going to change your life because AI is not
going away for sure and it's only getting again exponentially better And another thing you
can do is teach AI to people, right? Whether you're doing it for business like a home buyer
seminar, you can teach AI to your community. And this stuff is so um helpful to me. I want
to teach it to my church. I want to teach it to my real estate investing group. Um you can
share

[54:16]
this on newsletters and social Instagram posts like in AI tip and all of this stuff you can
do. Um what I'm doing you can do too because I can share with you these powerpoints, the
playbook, my you know everything. And I used AI to build it all out anyways. But um yeah
truly like you know so few people you know probably are using AI at a high level and after
you learn it the other benefit is you can teach it you can add value but that's always going
to lead to business because you know you activate the um principle of reciprocity. Uh so
that's another thing. Here's a homework. There's a bunch of prompts in our uh the resource
page. You can, you know, just go on there and then just once you do finish your first thing
is finish your DNA uh personal DNA and after that

[55:04]
because it knows you, then you can um you know try out these different prompts. And I think
this one was really fun when I did it. Uh you can do the letter for your from yourself um if
you want before next week. But the uh last thing I think oh second last thing is uh I would
love your feedback. You know I'm preparing these and building these uh out each week. So um
what was helpful? What could be better? Um what else you know if you have any again uh
problems you want to solve and would love to connect with you. And then last part is next
week we're going to dive deeper into tools I built that helps realtors do a bunch of
different stuff. We're going to talk about how to, you know, build your memory so that you
can have a second brain that kind of knows everything in

[55:49]
your life. That's going to help you prepare for that chief of staff AI agent that's going to
know everything about you and start doing a bunch of cool stuff for you. And then also um
you know who else should be in this room like whether they're watching a recording or um you
know joining us live which would be cool next Wednesday, every Wednesday for the next five
weeks. Um, and yeah, you would love for you to text me an intro to somebody who may be
interested and I can send them the recording. Um, and then just um get them to register for
the uh next rest of the boot camp. So anyways, thank you guys for uh joining me and hope
this was helpful and you can reach out to me if you have any questions. God bless.