AI Tools Overview Playbook

Our Core Philosophy: AI as a Force Multiplier

Key Concept: AI isn't about the specific tools you use—it's about speeding up processes and doing work for you.

The Three Camps of AI Adoption

1. No AI Usage - Refusing to adopt AI at all

2. Basic Usage - Using AI like Google (answering questions, writing documents)

3. Strategic Implementation - Integrating AI into organizational structure and workflows

Goal: Move from Camp 2 to Camp 3 for maximum competitive advantage.

Featured AI Tools

1. Abacus AI

Primary Use: Agentic browser automation

Key Features:

• Deep Agent mode with browser use capability

• Opens actual Chrome browser window

• Can access and control accounts (with authentication)

• Self-prompting and highly agentic

• Executes complex multi-step tasks autonomously

Practical Application:

• Fixing Facebook ads issues

• Automated platform navigation

• Complex troubleshooting with visual interface

Why It Matters: Most agentic AI available—actually completes tasks rather than just providing instructions.

2. Claude (Anthropic)

Primary Use: Advanced reasoning, writing, and automation

Key Features:

• Claude Desktop/Mobile App with extensive connectors

• Access to iMessage (read and send)

• Desktop Commander

• Google Chrome integration

• Stripe, Tableau, Spotify control

• Website scraping and data extraction

• Better intellectual sparring partner (pushes back on ideas)

Available Connectors (216,000+ using iMessage alone):

• Communication: iMessage

• Design: Figma

• Browsers: Google Chrome

• Business: Stripe, Tableau

• Entertainment: Spotify

• Custom data extraction from websites

Practical Applications:

• Send automated text messages to clients

• Create and manage spreadsheets

• Draft and edit content with higher quality than ChatGPT

• Extract and analyze web data

• Control Mac desktop functions

Pro Tip: Use Claude for writing tasks—it produces less "robotic" content than ChatGPT.

3. ChatGPT (OpenAI)

Primary Use: General AI assistant, health tracking

Key Features:

• Voice feature for hands-free brainstorming

• ChatGPT Health (new feature)

• Integrates with Apple Health app

• Connects to Whoop, Fitbit, and other wearables

• Full health diagnostics from uploaded data

Practical Applications:

• Voice-based content brainstorming (zero-to-one ideation)

• Health tracking and analysis

• Quick research and information gathering

• Medical/health consultation (informal)

Warning: More prone to "blowing smoke" versus Claude's pushback approach.

4. Harvey AI

Primary Use: Legal document review and creation

Key Features:

• AI lawyer for contract review

• Identifies loopholes and issues

• Creates legal documents

• More robust than general LLMs for legal work

Practical Applications:

• Review 10-page client contracts

• Create protective agreements

• Identify legal risks

• Freelancer/small business contract management

Best Practice: Use AI for V1, then have actual attorney polish for critical documents.

5. Cassidy AI

Primary Use: Custom AI agent creation and workflow automation

Key Features:

• Build custom AI agents

• Automated competitor monitoring

• Weekly summary generation

• Email/Slack integration

Practical Application - Competitive Intelligence Workflow:

1. Create agent to scan competitor list weekly

2. Monitors: Customer reviews, LinkedIn posts, social media, pricing changes

3. Compiles into weekly summary

4. Delivers to email or Slack automatically

Use Case: Salon owner monitoring competitor activity without manual research.

Tool Selection Strategy

When to Use Each Tool

Claude:

• Writing and editing (less robotic output)

• Complex automation requiring multiple integrations

• Tasks requiring intellectual pushback

• Desktop/mobile task automation

• Data extraction and analysis

ChatGPT:

• Voice-based brainstorming

• Health and fitness tracking

• Quick information lookup

• General assistance tasks

Abacus AI:

• Browser-based automation

• Platform-specific troubleshooting

• Tasks requiring visual interface control

• Complex multi-step web processes

Harvey AI:

• Legal document review

• Contract creation

• Risk identification

• Compliance checking

Cassidy AI:

• Ongoing monitoring tasks

• Competitive intelligence

• Automated reporting

• Custom workflow creation

Implementation Framework

Level 1: Individual Productivity (Start Here)

• Use Claude mobile app for text automation

• Implement ChatGPT voice for content ideation

• Set up basic Claude connectors (iMessage, Chrome)

Level 2: Process Optimization

• Create automated competitor monitoring (Cassidy)

• Implement contract review workflow (Harvey AI)

• Use Abacus for platform-specific automation

Level 3: Organizational Integration

• Hire/designate AI Administrator role

• Build company knowledge base

• Create custom AI agents for recurring tasks

• Integrate AI into org chart and workflows

Critical Success Factors

1. Avoid Over-Prompting

• Don't write novel-length prompts

• Keep search queries to 1-6 words

• Let AI ask clarifying questions

2. Leverage Voice Features

• Use ChatGPT voice to brain dump ideas

• Record thoughts while driving/walking

• Convert rambling into structured content

3. Edit, Don't Create from Scratch

The Sarah Method (for content creation):

1. Write your own draft first (even if rough)

2. Ask Claude: "Is this 10 out of 10?"

3. Review feedback on why it's not perfect

4. Request improvements maintaining your voice

5. Archive successful prompts for future use

4. Reduce Hallucination Risk

• Use specialized tools for critical tasks (Harvey for legal)

• Cross-reference important information

• Keep human oversight on final decisions

• "Tread lightly" with high-stakes applications

The 14-Day Claude Challenge

Goal: Let AI handle all routine work for two weeks

Tasks to Automate:

• Text messages to clients/team

• Spreadsheet creation and updates

• Email drafting and responses

• Calendar management

• Content creation

• Data extraction and analysis

Success Metrics:

• Hours saved per day

• Quality of AI output

• Tasks completed without human intervention

• Errors or issues encountered

Future-Proofing Your AI Strategy

Emerging Trends

• AI moving from websites to integrated experiences

• Browser-native AI (Comet, Abacus, Claude Browser)

• Wearable/hardware integration

• Agentic AI that proposes tasks (not just completes them)

The "Why Be Online?" Question

As AI advances, humans may not need to browse the internet directly:

• AI handles research and execution

• Information comes to you via AI agents

• Focus shifts from doing to deciding

Role Evolution

New Position: AI Administrator/Orchestrator

• Connects all AI systems

• Trains employees on AI tools

• Implements continuous improvement

• Manages AI infrastructure

ROI Framework

Speed Scales Revenue, Headcount Doesn't

• One employee with AI = 10 employees without

• Hire A-players and multiply with AI

• Invest in technology, not just people

Force Multiplier Thinking

Old Model: Need more work → Hire more people New Model: Need more work → Optimize with AI → Do more with same team

Example - Electrician Business:

• Instead of hiring for underserved area

• Use AI to optimize existing electrician routes

• One person handles 4 jobs instead of 2

• Save hiring costs, increase efficiency

Common Mistakes to Avoid

1. Using AI just to use AI - Only implement where it saves 10x time

2. Not training the team - Tools are worthless without adoption

3. Staying in Camp 2 - Using AI as "fancy Google" misses 90% of value

4. Ignoring data privacy - Understand what data you're sharing

5. Copying AI output directly - Always edit for voice and accuracy

Action Steps

This Week

1. Set up Claude mobile app with 3 connectors

2. Use ChatGPT voice to brain dump one idea

3. Identify one repetitive task to automate

This Month

1. Complete 14-Day Claude Challenge

2. Research Harvey AI for contract needs (if applicable)

3. Map out competitor monitoring workflow

This Quarter

1. Define AI Administrator role (even if it's you)

2. Create company AI playbook

3. Measure time/money saved from AI implementation

4. Redefine org chart around AI capabilities

Key Takeaways

"When thinking gets cheap, execution wins."

"AI is here to allow you to make more decisions with less thinking and less mental waste."

"Business practices are still the same. Keep costs low, invest in technology, invest in people. Now you have AI as a force multiplier."

Bottom Line: We're incredibly early in AI adoption. The businesses that integrate AI into their organizational structure (not just use it as a tool) will dominate their markets.

Resources

• Claude Desktop: Download from Anthropic

• Abacus AI: Check for browser use features

• Harvey AI: For legal document needs

• Cassidy AI: For custom agent creation

Next Steps: Choose one tool, implement one automation, measure results. Repeat.