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MODULE 04

Build AI Agents that Sell & Publish for You

What it is

An Agent is a GPT that can take multiple steps and use tools on your behalf — searching the web, reading a file, filling a form, or reading/writing to your systems — instead of just answering in text.

An Automation / Scheduled Task lets you say "every Monday at 8am, do X" and it happens automatically without you opening the app.

Why it matters

The Spectrum

Chat
Custom GPT
Agent
Automation
Codex

Increasing autonomy and complexity →

Video resources

Video 1: This Is How You Build an AI Agent in 10 Minutes (No Coding) — A no-code introduction to building a simple AI agent.

Video 2: How to AUTOMATE Your Day with ChatGPT Scheduled Tasks — Setting up recurring, scheduled ChatGPT tasks.
Workshop

Live Demo — Daily SEO content engine

The facilitator sets up a Scheduled Task that runs the ultimate daily SEO content flow:

The daily SEO agent flow

  1. Morning trigger (7:00am): Agent searches Google Trends and competitor blogs for trending topics in your industry vertical
  2. Keyword selection: Cross-references against your target keyword list and identifies 1 topic with high search volume and low competition
  3. Content brief: Generates an SEO-optimized blog outline — title tag, meta description, H2 structure, internal link suggestions
  4. Draft generation: Writes a 1,200-word blog post following Nexus brand voice and SEO best practices
  5. Delivery: Emails the draft to the marketing team for review, with a suggested publish date and social media snippets

Other agent use cases for sales & marketing

  • Lead enrichment agent: "Every time a new lead enters Zoho CRM, search LinkedIn and the company website, then update the CRM record with company size, industry, and a suggested opening line"
  • Follow-up sequencer: "Every Tuesday at 9am, check all deals in 'Quote Sent' stage older than 5 days and draft a personalized follow-up email for each"
  • Social media monitor: "Every morning, search for mentions of Nexus, Total Voice, and our competitors on LinkedIn and Twitter, and send me a summary with suggested response drafts"
  • Campaign performance digest: "Every Friday at 4pm, compile this week's email open rates, click rates, and new MQLs into a one-page performance summary"
Hands-on exercise

Sales & Marketing Automation Blueprint

Fill out this blueprint for ONE recurring sales or marketing task:

1. Trigger — what starts it?
e.g., new lead in CRM, every morning 7am, campaign launch date, new competitor blog post
2. AI Action — what should the AI do?
e.g., research prospect, draft outreach email, generate SEO content, score lead, create social post
3. Source data — where does the info come from?
e.g., Zoho CRM, Google Trends, LinkedIn, competitor websites, keyword tools
4. Output & destination — what comes out, and where?
e.g., cold email draft, blog post, social media post, CRM update, campaign report
5. Who approves before it goes out?
Critical — no autonomous prospect-facing sends without human review

Share your blueprint aloud; the facilitator will flag which ones are "buildable this week with Scheduled Tasks / a Custom GPT" vs. "needs a Zoho Flow or API integration."

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