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Scan These Before We Start

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TODAY'S PLAN

The next 90 minutes

● Box Kit

Slide 03 · Agenda

1

Mindset

2

CRAFT Prompting

3

Teach It

What You Know

☕ Break · 10 min

4

Risks & Guardrails

5

Connect Your

Integrations

6

Pick a Project

7

Capstone

Great, well let's talk about what we're going to talk uh do today. First we're going to talk a little bit about what the mindset means right what is an AI Native mindset and once we kind of understand that a little bit more we'll talk about a few techniques that we think will help you really tap into optimizing how you use AI specifically around craft prompting and we'll talk a little bit about that in a bit here and how teacdh it what you know. and we'll talk a little bit about that as well. Once we do that we'll talk a little bit about risk risks and guard rails. You know this is a new technology we want you guys to be safe and we want you guys to know as you guys are working in your various roles at these different companies, different policies to pay attention to, this technology is still being developed in real time and so there are some concerns that we have that we want to make sure you guys are aware of. And once we're done with that we'll jump into really how to use these things that we learned: craft prompting, encoding expertise, to really connect to your tools and find a project that you think will be really useful. Again, we don't want this to be just a let me stand in front of you and present to you. We really want you to make sure you take away something very important and, again, that key thing being how to have an AI-native mindset. So let's begin.

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AI knows everything public. It knows nothing about you. ��So your life your expertise your domain your customer your last meeting your taste what is your strategy right? AI doesn't actually know that. It doesn't know about your company. It doesn't know about your workflows, your internal stuff, all of the expertise that you've built over the years. It knows all these words it knows how to put words together but when you want to really make it useful you really have to give it your own knowledge and that's really the big unlock that we want to talk about today when it comes to having an AI native mindset is don't think that AI knows everything just remember that AI knows how to put words together and it can execute on certain tasks that you give it right so you're telling it what to do you're giving it your information and your knowledge on how you want things done and AI can execute right so you're the one in charge in a I can execute. So the way to think about it is it's this very eager intern, and you have to guide it and teach it.

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so as you think about how AI is gonna help you there's an old way and then this is the AI native way right there's the old way and then the AI native way the old way does everything manually you pull the data you clean the data you find the inside you build a report you write the email right with AI native mindset AI is doing a lot of that for you and you have to teach AI how to do a lot of those tasks for you so that you can do the insight finding you can do the most valuable work because the judgement is in your head��An example of how to have an AI-native mindset: suppose you're creating a report for your boss based on how many people are using your app. The old way was you have to go query a database, figure out, all right, what do I want to show, show it, send it to your boss. Now, you go query it, you say, hey, I want to show this, this, and this, here's what I want on the [x and y] axes in terms of a dashboard, and then you're able to tell AI to take care of it. And then AI has a report ready to go, a dashboard ready to go to show your boss. What I want to illustrate with this example is that what you've done is not necessarily automate or replace you, but you move to a place of higher strategic thinking.

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So how many times have you guys asked AI for something and didn't give you what you wanted? Yeah, give me an example. That's a great example. I had something very similar. How about you? Awesome. That's a great example as well, yeah. I've used it a lot of times to write me an email and a lot of times when it writes me an email, it doesn't have the same tone. It doesn't talk like me. It talks like, you know, it sounds like AI. We all know what AI sounds like nowadays. So there's a lot of different scenarios where we think AI can do something a certain way, but what if you thought about AI as a little baby? Right? If you told a little baby go clean up the room and then they shoved everything under their bed, well they technically cleaned up their room, right? ��That's not what you really asked for, right? So we have to teach AI hey when you need to put your socks away this is the drawer you put your socks away. This is how you fold the socks. Hey when you need to make your bed this is how you make your bed. You don't just throw everything on the bed and call it made. You know you have to lay the sheets out. Similarly think about AI like that if it doesn't give you what you wanted likely it's because you didn't tell it how you wanted it, right?

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So now we test we practice With the three examples we had let's actually take a stab at doing it ourselves so You all have your laptop. We've all brought your phone Let's take a stab at Doing our own craft prompt okay This is a little open-ended. Think about something that you've asked AI, or something you want to ask AI. Maybe it could be in your personal life. But what we want you guys to do is maybe look at something that you've done in the past like go go through your old chats and chat Chat GPT or Claude or any other tool and Pull up pull up an example of where you gave like a one sentence hey go do this right and it was a little vague and Try to redo that same thing but using the new methodology right craft Combine it into a prompt and run it again Let's all sit down together and kind of compare here's what happened when you wrote that single example single sentence example And then here's one where you wrote the craft We're not gonna spend too much time we spend about ten minutes doing this together so Everyone kind of work on your own and do that if you have any questions feel free to raise your hand and I'll come around and help you and Also, if you're done a little early and your one of your neighbors has done a little early go ahead and Try to Share right and give each other some feedback alright, so let's let's start 10 minutes doing doing that and come back together

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Alright, good job everyone. So I hope that was helpful to really understand how to do a craft prompt. Now, again, the goal of this session is not to just learn how to prompt. It's really to help you think about how to go from not having an AI native mindset to having a native AI mindset. So craft prompting is one trick, one tool that you now have in your toolbox. And I'd really recommend going online and learning more prompt techniques. So prompting is a skill. The next thing we're gonna talk about is how to improve your prompts a little bit more and how to use AI a lot better is what we call encoding your expertise. So what that really means is bringing your knowledge, your expertise, your experiences to the table. Because again, AI learned everything off of Wikipedia. Wikipedia is not Adnan. It's not Zaner, it's not you right? So how do you bring what your expertise is to the table? So this is what we call encoding your expertise.

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So, let's give it your criteria. Give it how you think, right? So a good example of that is, sometimes you need judgement, right? So I need AI to help me make a decision. So let's just say you got an email from someone that wants to buy a product, right? And you look at the email and you're like, is this a good lead? Should I spend my time on it? Yes or no. You only have so many hours in the day. You have to make some decisions, right? So instead of just asking AI, is this good? What is good? What is bad? You have to teach AI how to think a little bit too, right? And so a great technique that we thought of and others are doing in the industry is teaching AI how to think and how to judge. What is your judgement, right? AI might think it's good but how does Adnan think about it? How does Adnan think this is good or does Adnan think this is ok? Does Adnan think this is bad, right? So this is how we're gonna train AI on how to think and what is your judgement so instead of saying is this a good lead you say score this on a rubric of one to five based off these criteria, okay? So that's the idea.

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MODULE 3 · EXAMPLE RUBRIC

Should I take this meeting?

● Box Kit

Module 3 · Meeting Rubric

VAGUE

"Should I go to this?"

AI reads the invite title and says "probably yes." It doesn't know your calendar, your role, or what a wasted hour costs you.

ENCODED RUBRIC

1

Decision — is something actually being decided?

1 = status share · 5 = decided in the room

2

My role — why am I specifically on the invite?

1 = FYI body · 5 = it stalls without me

3

Email test — does this need to be live?

1 = obviously a thread · 5 = real back-and-forth

4

Blast radius — what happens if I skip?

1 = nothing · 5 = work stops or a relationship takes damage

5

Prep cost — what does showing up properly require?

1 = real prep I'd have to steal · 5 = nothing

Score: 1–5 each, anchored | Output: Attend · Async/Delegate · Decline

Same shape as the vendor rubric. What's new: the anchors. "1 = FYI body, 5 = it stalls without me" is your judgment written down — AI can't guess that.

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MODULE 3 · THE RUBRIC, WRITTEN OUT — WITH ANCHORS

What it actually looks like

Paste-ready · ~230 words

● Box Kit

Module 3 · Full prompt

Should I take this meeting?

I'm going to paste in meeting invites. For each one, score the five criteria below. Every criterion is 1–5; I've defined what a 1, 3, and 5 mean — 2 and 4 are in between.

1. Decision. Is something actually being decided?

1 = status share, nothing decided · 3 = shaping a decision that happens later · 5 = a decision gets made in the room

2. My role. Why am I specifically on the invite?

1 = FYI body; the notes would serve me the same · 3 = I'd contribute, but someone else there could cover it · 5 = it stalls without me

3. Email test. Does this need to be live?

1 = obviously a thread · 3 = needs a conversation, not a scheduled one · 5 = needs real back-and-forth

4. Blast radius. What happens if I skip?

1 = nothing · 3 = someone waits a day · 5 = work stops or a relationship takes damage

5. Prep cost. What does showing up properly require?

1 = real prep I'd have to steal from something · 3 = 30 minutes I can find · 5 = nothing

Rules. If My Role is a 1, cap the total at 12 no matter what. If the invite has no agenda, say "no agenda" — don't invent one. Never score higher because the organizer is senior.

Verdict. Total the five. ATTEND at 18 or more. ASYNC OR DELEGATE at 12–17. DECLINE under 12.

Return a table: meeting, five scores, total, verdict, and the one criterion that decided it. For every DECLINE, write the two-sentence decline message I'd send.

THE ANCHORS

The 1 / 3 / 5 lines. This is where your judgment actually is — "5 = it stalls without me" can't be guessed from the invite.

THE RULES

The caps and the "don't invent an agenda" line. Without them AI fills gaps with confident guesses — and flatters seniority.

THE VERDICT

Three buckets plus a drafted decline. It ends in time you got back, not a number you still have to interpret.

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so um let's actually talk about how you can um use this over and over again right so the key thing here is like once you've learned or taught AI how to think you don't want to keep teaching it over and over and over and over again so you can actually just save it how to think like Adnan as an example maybe in a specific area how to think like Adnan but when we're talking about sales or how to think like Adnan when we're talking about marketing or how to think like Adnan when we're talking about project management right these are all things you can teach AI once and save it and so that you don't have to rewrite it and reteach it over and over again so that's a big unlock with this and the more you teach it over time the more you more it learns about how you operate that's really the AI native mindset change here right once you teach it once you don't want to keep reteaching it save it and reuse it again later on and I think once you start having five of these ten of these twenty of these you're gonna start seeing how all of these different pieces connect and your whole workflow of how used to get things done is now gonna get more and more automated

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MODULE 5 · 25 MINUTES

05/ 07

Connect Your Integrations

AI inside the software you already use

BUILDING AN AI NATIVE MINDSET

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MODULE 5 · WHAT YOU CAN PLUG IN

Integrations you can add today

Most are one click in ChatGPT or Claude

● Box Kit

Module 5 · Integrations

EMAIL, CALENDAR & MEETINGS

Gmail

Calendar

Calendly

Zoom

Meet

Loom

DOCS & FILES

Drive

Docs

Notion

Dropbox

Box

Confluence

PROJECTS & TASKS

Jira

Asana

Trello

Linear

ClickUp

Todoist

CHAT, DESIGN & WEB

Slack

Miro

Figma

Canva

Webflow

WordPress

SALES, MARKETING & SUPPORT

Salesforce

HubSpot

Mailchimp

Zendesk

Intercom

Analytics

DATA, MONEY & AUTOMATION

Sheets

Snowflake

Stripe

QuickBooks

GitHub

Zapier

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so Let's put this all together. I know there's a lot of information right but we have craft right context role action Format and tone great. I'm gonna say one more time context role action format Tone okay. This is a great framework to go from something like write me a follow-up email To something that's a little bit more complex But if you just take that their extra 30 seconds to write it out You're gonna get a much much much better result Okay, so let's look at an example of that a simple example write me a follow-up email nine words okay That's the before right? That's the non AI native mindset Way of doing things okay an AI native mindset way of doing things is understanding how? Ai works and how to make it work better for you, right? So you give it a prompt like this What's the context? B2B SAS sales manager I just finished a call with the VP of Ops at a 200 person Manufacturer their pain point is they have to spend six hours a week doing manual reporting Right. So if your sales manager you work in sales This is like oh my god, that's exactly the problem Right and your role is in I'm an experienced b2b salesman manager What's the action? Recap, the pain point we kept the discussion. I want to propose a toot call for next time there's give them two options Right, that's the action that you want the AI to take recap the pain Recap, the discussion proposal call with two time options very specific not follow-up email, right? How do you want it formatted? 150 words three paragraphs no subject line and then the tone is warm professional. No not salesy Okay This is so much better than just saying write me a follow-up email Right. So here let's take it. Let's look at it, right? Let's actually put this into chat GPT and let's get see what our results are. What we want you to do is open up your computer and actually plug this in: tell it, hey, here's a bad email, and then have it also put in a CRAFT response. Do you guys see the quality difference between the two AI is gonna keep getting better But because it's getting better and better And it's learning more and more the more specifically we can be about how you wanted to act and operate the better right?

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and so depending on your job right you can use the same idea how to think how to judge but in your operations right and your role so maybe you're in sales right a good example of what you want to make sure you check for is hey does this person have the budget is do they have the right authority is this the right time are they a good fit is their paying point big enough right these are the things you have to decide when you're in sales and you're selling to customers maybe you own a business and maybe you sell books right your job may be like hey I need to make sure that everything's categorized right the receipts are attached there's no duplicates there's no cash impact on your decisions right do I have enough inventory do I have not enough inventory what's a good budget how much margin is there is this a good product to sell you know these are the things that you want to just teach AI this is how I want you to think and so when it comes to making a decision AI knows how you want it to think right that's the goal here so you teach it how to think that's that's the crux of it

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So Here are some examples that we put together to help show what craft could actually look like for each of these Right so if the marketer needed to do an image launch email here's an example right of how you would write the context the role the action the format and the tone The data and that Analyst right the traffic dropped here's an example of how you would write that craft prompt and then same thing with a project manager You need a status update here is here is an example of that craft prompt So because I want take a picture of this is you totally do it? This will kind of help you think through next time you want to use the craft prompt and when we practice at the end how to apply it right so I think Knowing what craft means right? Context role action format tone is great I think having some examples of that too is super helpful So that way your you know can help you think right how what are different examples of context. What is different examples of role, right? so

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