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Agentic Levels

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01Start with one taskBest first move for beginners.02Check your LevelMeasure where you are.03Score an AI resultFind the habit to practice first.04Return to Your WorkScores, links, and checkpoints.
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Check your LevelUse this after you have tried AI.Fluency ScoreScore an AI result you can review.
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What do you want to understand?

Ask anything about what you're learning.

Turn repeatable work into a checked process

This track starts with existing apps, spreadsheets, folders, and email. Cowork, Routines, and agent patterns come after the workflow is clear.

Pick the first workflowLesson 1 takes about 14 minutesSee Operations
28
Lessons
1-3
Levels
Members
Tier
🔁

What you need before Lesson 1

A list of three to five tasks you repeat. Include how often each happens, who owns it, and what goes wrong when it is done badly.

Start →

Who this is for

Business owner

Repeats the same admin loop every week and needs it checked.

Operations lead

Needs triggers, owners, and failure checks before automating.

Freelancer

Wants client intake, follow-up, or reporting to take less manual time.

Manager

Needs a repeatable workflow the team can inspect and trust.

Assistant

Handles recurring calendar, email, docs, and reporting tasks.

Builder

Wants to know when apps are enough and when agents are useful.

28 Lessons · Apps first

Module 1
7 lessons

Workflow · Trigger · Owner · Fallback

Design the safe automation

Pick one repeated job and write the contract before tools enter

Choose the workflow, map trigger/input/output/owner, decide human versus app versus AI, write the fallback, add the failure check, choose the first tool, and assemble the brief.

Worth knowing:The first automation target should be the clearest workflow, not the flashiest one.
OperatorsFoundersManagersAdmins
Start Module 1 →
Module 2
7 lessons

Forms · Zapier · Make · Airtable

Build in existing apps

Use the tools you already trust before adding agent behavior

Start with forms, Sheets, email, and folders. Then build with Zapier, Make, and Airtable, test sample records, and read the run history.

Worth knowing:The first live run should be boring because the sample records already proved the path.
Ops teamsFreelancersSmall teamsBusiness owners
Start Module 2 →
Module 3
7 lessons

Prompt packet · Approval · Privacy

Add AI safely

Let Claude help where language judgment matters, with checks

Create prompt packets, add Claude for drafting or classification, put approval before risky actions, write retry rules, protect private data, and decide when Cowork or Routines belong.

Worth knowing:AI belongs in a step with an output check, not in charge of the whole workflow.
Ops leadsClient teamsAssistantsBuilders
Start Module 3 →
Module 4
7 lessons

Dashboard · Review · Handoff · Rollback

Operate and maintain

Keep the automation useful after the first working run

Build the owner dashboard, run weekly review, change the workflow safely, hand it off, watch costs and limits, pause bad runs, and keep a maintenance checklist.

Worth knowing:The work is not finished until someone owns review, limits, and recovery.
OwnersManagersOperatorsTeams
Start Module 4 →

Start with one workflow

The track begins by choosing the safest useful loop, then adds the trigger, owner, and failure check before tools get involved.

Start Lesson 1