Guide
How to set up an AI team for your business
An AI team is a handful of agents, each with one job: a chief of staff, a sales follow-up agent, a content agent, a support agent. Set them up one at a time, each with clear instructions and a schedule, and review their work for a week before trusting them.
What to hand to an agent first
Pick 3 jobs
List what eats your week and pick the three most repetitive ones.
One agent per job
Give each agent a name, a goal, its tools and its limits.
Schedule it
Agents earn their keep on a schedule (every morning, every new lead), not when you remember them.
Weekly review
Look at what each agent did and tighten its instructions.
Ready-made use cases
- 01CEO morning brief in 5 minutes
One message each morning: calendar, urgent emails, money in/out, and the 3 things that move the business today.
~3h/week · estimate - 02Inbox triage with drafted replies
The agent sorts your inbox into reply / FYI / ignore and drafts replies in your voice for you to approve.
~5h/week · estimate - 03Never miss a lead follow-up
The agent checks your CRM or inbox for leads that went quiet and drafts the next follow-up.
~4h/week · estimate - 04Repurpose one piece into ten
One video, podcast or long post becomes threads, LinkedIn posts, shorts scripts and a newsletter section.
~6h/week · estimate - 05Weekly CEO review & plan
Every Friday the agent compiles wins, numbers, stuck items and proposes next week's priorities.
~2h/week · estimate
Example: Grok Bot setup
Grok Bot routine: CEO morning brief in 5 minutes Schedule: Daily 7:30 Every morning, read my calendar for today, my unread emails from the last 24h and yesterday's revenue. Send me a brief: (1) meetings with one prep note each, (2) emails that need my reply with a suggested one-line answer, (3) money in/out, (4) the 3 highest-leverage tasks for today. Keep it under 200 words. Rules: draft first, never send or post anything external without my approval. Keep summaries short.
Grok Bot, ChatGPT, Claude and n8n versions: all templates
Keep these human
- Give agents the least access they need: read-only first, write access later.
- Start in draft mode: the agent prepares, you approve, then you loosen the leash routine by routine.
FAQ
What should an AI agent do first for How to set up an AI team for your business?
Pick 3 jobs: List what eats your week and pick the three most repetitive ones. One agent per job: Give each agent a name, a goal, its tools and its limits. Schedule it: Agents earn their keep on a schedule (every morning, every new lead), not when you remember them.
What should stay human?
Give agents the least access they need: read-only first, write access later. Start in draft mode: the agent prepares, you approve, then you loosen the leash routine by routine.
Is there a ready-made template?
Yes. Start with "CEO morning brief in 5 minutes": copy-ready Grok Bot, ChatGPT, Claude and n8n templates are at https://whatshouldmybotdo.com/use-cases/ceo-morning-brief#templates.