- AI Agents Made EASY Newsletter by Carolina Posma
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- Only 24 hours left to get The Architect!
Only 24 hours left to get The Architect!
Get access right away to the new mini-course
Heyyyy ,
Stop manually creating project briefs and proposals for every new client.
Here's the system I just taught our AI Agents Made EASY community:
(There’s only 24 hours left to get instant access!)
The Problem:
New client signs → You spend 2+ hours setting up folders, organizing information and creating custom project briefs and proposals
The Solution:
The Architect: your AI assistant that does automated client onboarding that works while you sleep
Here's how it works:
Step 1: Smart Onboarding Form
Instead of basic contact forms, create forms that capture:
→ Goals and ideal outcome
→ Pain points and expectations
→ Company background and industry
→ Relevant documents needed for the project
Step 2: Onboarding Call Analysis
Your AI agent analyzes the call transcript and identifies:
→ Specific requirements mentioned
→ Action points discussed
→ Additional services they might need
→ Anything relevant for your project brief
Step 3: Automatic Brief Generation
AI combines form data + call insights to create:
→ Custom project briefs using your templates
→ Timeline and milestone breakdowns
→ Next steps and contract details
The Result:
What used to take 2-3 hours now happens automatically in 10 seconds.
Tools we use:
→ Relay for the automation workflow
→ Fireflies for call transcripts (but any other AI transcript tool will work as well)
→ GPT for AI proposal generation
→ Your existing forms and templates
If you join the AI Agents Made EASY course within the next 24 hours, you will get instant access to The Architect for only $39: the mini-course (5 videos of 5-10 minutes + plug-and-play templates).
After that, The Architect only becomes available for members after 1 month of membership.
Looking forward to seeing you inside the community! 💜💛
Carolina