E1 · The plan on your calendar
5 minGenerate the plan above with your start date and import the .ics file into your calendar.
Done when: the reminders for all four weeks appear in your calendar.
Lesson 8 · 14 min
From your first agent to a small team in 30 days
The most common mistake is setting up five agents on the first weekend and stopping the review by Tuesday. The approach that works starts slowly: one task, review everything, build trust, and only then add the next. In four weeks, you'll have a small team working while you review a sample of its work.
Start the lesson
In this lesson, you’ll
- 1The four weeks, one at a time
- 2When to review everything and when to sample
- 3The log that proves it worked
- 4Your plan with dates for the calendar
Goal: build a four-week plan with full review at the beginning, sampling later, and one new task each week.
01The four weeks
Click an exercise to see what "done when" means. Each week builds on what the previous one established.
At the end of 30 daysFour boring tasks off your hands, each with a sheet, gate, and check log.
4 weeksClick an exercise to see what to do and when it's done.
- 1/4
One task
Find the task (lesson 1), write the sheet (lesson 2), and run it. Check every result this week, no exceptions.
- 2/4
Task 2
Keep checking all of Task 1 (for a weekly task, the first three rounds are three weeks). Add a calendar reminder and Task 2: contacts (lesson 4), which runs several times a week.
- 3/4
Routing
Paste the routing rule into the Projects and do task 3: invoices and bills (lesson 5). Task 1 completes the three rounds and moves on to the sample.
- 4/4
Team
Task 4: new client checklist (lesson 6). Once a week, read the check log, adjust one sheet, and decide which task to add next.
An error? That task goes back to being checked in full until three consecutive runs match.
02Check everything, then sample
The proof it worked is the log, not your impression. Click each phase.
1. Everything
For each agent’s first three rounds, check the entire result: every number, every draft. For a weekly task, that means three weeks; for a daily task, three days.
Every correction you make becomes a rule on the sheet.
2. Sample
Three rounds in a row without corrections? Move on to the sample: two numbers from the report, one draft out of every three, two invoices from the table.
The gate never goes away: you keep reading anything that talks to a client or handles money.
3. Back
Found an error in the sample? That task goes back to "check everything" until three consecutive runs match again.
The error becomes a rule on the sheet before the next run.
4. Log
One line per run: date, agent, what you checked, whether it matched, and what changed on the sheet.
In a month, the log shows how much time you saved and where the agent makes mistakes.
Log entry
Nov 11 | report | checked 2 numbers | matched | no changes
03The check log
A notes app on your phone, a spreadsheet, or a file called log.txt. One line per run.
Check log (template)
date | agent | model | what I checked | did it match? | change to the sheet | minutes saved Nov 11 | website report | light | everything (run 1) | yes | added the total by page to the delivery | 50 Nov 12 | contacts | light | all 3 drafts | 1 corrected | rule: don't mention a deadline | 30 Nov 18 | website report | light | everything (run 2) | yes | none | 55 Nov 25 | website report | light | everything (run 3) | yes | none | 55 Dec 2 | website report | light | 2 numbers (sample) | yes | none | 55
Friday review (paste into the chat with the check log)
Here’s my check log for the week. Tell me, in no more than 8 lines: 1. How many minutes the agents saved in total (add up the last column). 2. Which agent needed the most corrections and what rule I should add to their sheet. 3. Which agent is ready to move to spot checks (three rounds in a row with no corrections). Don’t make up numbers: use only what’s in the log.
Simulation: illustrative example
In chat, you’re in charge of the schedule: the plan below creates an .ics file with reminders for your calendar ("Monday 9 a.m.: report"). Getting the agent to run on its own at the scheduled time takes a terminal step, which the course From chat to agent shows you. Start with the reminder: calling the agent at the right time already takes the boring work off your hands.
- Five agents in the first week: you can’t check everything, and the first mistake slips through.
- Stop checking because "it’s always worked": spot checks mean checking less, not stopping.
- No log: after a month, you won’t know whether the agent saves time or just shifts the work around.
04Generate your plan with dates
Choose a start date and how much time you have each week. The plan comes as an .md file and an .ics file for your calendar.
plano.md
05Practice: your plan and the log
Finish the course with the plan on your calendar.
E2 · Start the log
5 minCreate the check log and write the first entry for your first agent’s first round.
Done when: the log has at least one entry with a date, agent, what you checked, and whether it matched.
E3 · The first Friday review
10 minOn Friday of week 1, paste the log into the chat with the review prompt.
Done when: you have the total minutes saved that week and a new rule in an agent sheet.
06Final test
Four questions about the whole course.
Question 1 of 4
When can an agent move from "check everything" to "spot checks"?skill
Correct
Three rounds in a row with no corrections show that the sheet is solid. Well written text doesn’t prove the numbers are right, and checking everything forever takes away the benefit of the agent.That's not it
Three rounds in a row with no corrections show that the sheet is solid. Well written text doesn’t prove the numbers are right, and checking everything forever takes away the benefit of the agent.Review: Check everything, then sampleQuestion 2 of 4
You found a wrong number during a spot check. What now?skill
Correct
An error in the sample means there’s a gap in the sheet. Go back to checking everything until you get three clean rounds in a row, then add a new rule to close the gap.That's not it
An error in the sample means there’s a gap in the sheet. Go back to checking everything until you get three clean rounds in a row, then add a new rule to close the gap.Review: Check everything, then sampleQuestion 3 of 4
Which rules apply to every agent in the course?skill
Correct
The four rules on the sheet protect you in every task: the agent reads and prepares; you log in, approve, send, and pay.That's not it
The four rules on the sheet protect you in every task: the agent reads and prepares; you log in, approve, send, and pay.Review: The four weeksQuestion 4 of 4
What is the “minutes saved” column in the log for?skill
Correct
Without a number, your impression can be misleading. The total minutes saved shows whether it’s worth assigning the next task or adjusting the ones you already have.That's not it
Without a number, your impression can be misleading. The total minutes saved shows whether it’s worth assigning the next task or adjusting the ones you already have.Review: The check logTest complete
You got {a} out of {n} right. Get them all right to mark the lesson as complete.Choose an option. The explanation appears after you try.
07The course in three sentences
One at a timeOne boring task, one sheet, check everything. Start the next only when you trust it.
The agent preparesRead-only, drafts only, you handle the login, and you approve all spending. Use a light model for routine work and a top model for difficult tasks.
The log proves itCheck everything, then check samples and keep notes. In 30 days, you’ll know how much time you’ve saved.