Accion Opportunity Fund · August 18, 2026

Crafting AI Agents

What an AI agent actually is, the five parts that make one work, and how to build your first one from scratch. No code, no developer, no budget. Just a laptop and a job description.

with Robyn "Jam" Anderson 🧡

Part one of two · Tomorrow we put them to work

Hi, I'm Jam

I teach non technical people
to actually use this stuff

🎓

7,500+ trained

Business owners taught, most of whom swore they were "not a tech person."

🎤

SCORE national speaker

Plus programs built for FedEx, the SBA, and the SCORE network.

🧡

Club Jam

My membership on Skool. 70+ courses, live calls 2 to 3 times a week, 93% retention.

Official Claude Partner

And a vibecoder, which means I describe what I want and the AI builds it.

I do not write code. I write job descriptions. 🧡

Open this on your device

This is a build, not a lecture

Pull this page up on your laptop or your phone right now and follow along. You will actually make three things in the next forty minutes, and you will leave with all of them.

jamout.ai/crafting-agents
🪜

1. Find your rung

Thirty seconds. Tells you exactly which step is yours next, instead of guessing.

🏢

2. Your dream org chart

Five minutes. The team you would hire if money were not the issue, plus the job you hate most.

📝

3. Your first agent Brief

Ten minutes. Fill in the blanks and copy out a working job description you can paste into any AI today.

Your answers save on your own device. Nothing is sent to me. 🧡

What actually changed

AI stopped answering.
It started doing.

The copy paste dance

  • You type a question, it types an answer
  • You copy it, paste it, and fix it yourself
  • One task at a time, one tab at a time
  • It forgets you the second you close it
  • You are still doing every single step

Right now

  • You describe the outcome, it does the steps
  • It reads your files and writes to them
  • It works in the background while you live your life
  • It remembers your business, your voice, your rules
  • You review and approve instead of doing

That is the whole leap. Doing to delegating. 🧡

Exercise 1 · Click your rung

Prompt, assistant, agent, workflow.
It's a ladder.

Be honest about where you actually are today. There is no wrong answer here, and knowing your rung tells you what to do next.

You are here
PromptRung one
A request. You ask, it answers, you copy and paste. You did all the work of moving it around. Most people live here and think this is what AI is.
You are here
AssistantRung two
A prompt that remembers. It knows your business because you gave it context, so you stop re explaining yourself every morning.
You are here
AgentRung three
An assistant with a job, tools, and permission. It does not just draft the email. It checks the calendar, reads the file, writes the thing, and puts it where it belongs.
You are here
WorkflowRung four
An agent that starts without you. On a schedule, whether you show up or not. My morning briefing is written before I am awake.

Your next move

This is not a niche thing

Everybody is talking.
Almost nobody is running.

79%
of US executives say their company is already adopting AI agents
88%
of organizations now use AI in at least one business function
40%
of business software will have agents built in by the end of this year, up from under 5% last year
Experimenting with agents39%
Actually scaled one in part of the business23%
Scaled agents in any single departmentunder 10%

Big companies have committees, legal review, and IT tickets. You have a laptop and a decision. You can rebuild how your whole business runs on a Saturday. They cannot. That gap is the single biggest advantage a small business has had in my lifetime.

Sources: PwC AI Agent Survey · McKinsey, The State of AI (Nov 2025) · Gartner forecast

Time to ruin the mystery

An AI agent is a text file

Not an app. Not a subscription. Not something a developer builds for you. Here is one of mine, exactly as it is written.

Bozma · Marketing & Content You are Bozma, my Marketing & Content chief.
You own social, video, the blog, the newsletter, and ads.
Before you act, read my brand voice file and this week's plan.
Your voice is warm, plain English, encouraging, zero jargon.
Never use em dashes. Always 🧡. One call to action per piece.
Save your work to the Marketing folder with today's date.
Never publish anything without my approval.

That's it. That is an AI employee. If you can write a job description for a new hire, you already know how to do this.

Click each card to flip it

The five parts that make an agent work

Every real agent has all five. Pull one out and it stops being an employee and goes back to being a chatbot. Click a card to see what breaks when it's missing.

🪪

1. Identity

Who it is and what it owns. A name, a department, a lane it stays in.

Click to flip

Without it

You get a generic assistant with no lane. It answers everything vaguely and owns nothing, so nothing ever actually gets finished.

Click to flip back
🧠

2. Context

What it reads before it acts. Your voice, your customer, your offer, your rules.

Click to flip

Without it

Everything sounds like a robot wrote it, because a robot that knows nothing about you did. This is why most people quit after one try.

Click to flip back
🔌

3. Tools

What it can reach and touch. Calendar, email, files, your community, the web.

Click to flip

Without it

A very smart pen pal. It can describe the invoice beautifully but it cannot send it, save it, or look anything up.

Click to flip back
🛡️

4. Guardrails

What it must never do alone. What needs your approval, where it may not go.

Click to flip

Without it

You never trust it, so you check every single thing, so it saves you nothing. Guardrails are what let you finally let go.

Click to flip back
▶️

5. Trigger

What starts it. You ask, or a schedule fires, or something happens.

Click to flip

Without it

It only ever runs when you remember to open it. Which on a busy week is never. This is the part that buys back your time.

Click to flip back

Identity, context, tools, guardrails, trigger. That is the whole recipe. 🧡

What it looks like once you've built a few

I stopped buying tools.
I started hiring.

🧡
Jam
Owner. Sets direction, approves everything that goes out the door.
📣
Bozma
Marketing & Content
🤝
Karl
Sales & Biz Dev
📦
Luanne
Delivery & Product
💬
Ramona
Community & Success
💰
Dorit
Operations & Finance
🛠️
Stassi
Engineering & Builds
🎯
Erika Jayne
Executive & Strategy
🧠
Vicky
Conversations & Insights

Eight agents. Two humans. I operate like a company of twenty. 🧡

And I want to be clear about the order. I built ONE of these and used it for weeks before I built the second. You are not building eight today. You are building one.

The walkthrough

Five steps, in the order I did them

Write the business down

Your voice, your customer, your offer, your opinions. Right now it all lives in your head. That is the actual project, and it is the one everybody skips.

Draw the org chart you wish you had

Departments first, robots second. Marketing, sales, delivery, service, operations, strategy. Name the seats before you fill them.

Give one seat a Brief

One plain text file: who they are, what they own, where work gets saved, how you like it done. You edit this file instead of "reprompting" forever.

Hand it tools and keys

Connectors let an agent reach your calendar, email, files, and customers. This is the step where an assistant becomes an employee.

Put the repeat work on a schedule

The tasks that happen every day at the same time stop needing you at all. That is the last rung of the ladder.

We are going to do steps one, two, and three together, right now. 🧡

Step one, the one everybody skips

You cannot train an AI on things
you have never written down

🗂️

Pick a home

Google Drive, Notion, Obsidian, a folder on your desktop. It genuinely does not matter which. It matters that it is yours.

✍️

Write six boring files

Your voice. Your customer. Your offer. What you believe. Your recurring ideas. What your brand looks like.

🔐

Own it, don't rent it

If your voice only lives inside somebody's app, every platform change is a crisis. In your own files, it is just a new engine to plug in.

Here is the trick that makes this take twenty minutes instead of a weekend. Do not write them. Let the AI interview you and write them for you.

Copied 🧡
Exercise 2 · Your dream org chart

Not the team you have.
The team you wish you had.

In each department, type the one task you hate most. The thing you keep putting off. Then tap "this is the worst one" on the department that is costing you the most time.

📣 Marketing
🤝 Sales
📦 Delivery
💬 Customer Service
💰 Operations & Finance
🎯 Strategy

Meet your first AI hire

Exercise 3 · Build the Brief

Write the job description. That's the agent.

Fill in the left. Watch the right build itself. Then copy it and paste it into ChatGPT, Claude, or Gemini and you have hired somebody.

Yes, really. It changes how you talk to it.
This is the context part. It's what stops robot answers.
That's the trigger. Part five of five.
Your agent Brief
Copied 🧡
Step four

An assistant that can't reach anything
is just a very smart pen pal

🔌

Connectors

The plug that lets an agent reach a real system. Calendar, Gmail, Drive, your CRM, your booking tool.

Reach
📁

File access

Scoped to one folder, not your whole computer. This is where it reads the business you wrote down in step one.

Context
🎯

Skills

A saved way of doing a recurring job. My invoices, my carousels, my proposals come out the same way every time.

Repeatable

Scheduled tasks

The agent starts itself. My morning briefing and my community replies are waiting for me before I sit down.

Hands off

Start with one connector, not eight. Pick the tool where the hated task actually lives. If your worst job is chasing invoices, connect the thing your invoices live in and stop there.

This is the step where an assistant becomes an employee. 🧡

The real question everybody asks

"How do I trust it to just go do it?"

You don't start by trusting it. You start by checking it. Same as any new hire.

🫧

1. Sealed bubble

Each agent gets access to the folders and accounts it needs for its job. Never everything. A marketing agent has no business in my bank account.

2. Approval on the way out

Anything that publishes, sends, or spends comes back to me first. I have tapped approve from the park while my daughter was on the swings.

📈

3. Let it earn the leash

Watch it for two weeks like a new employee. Some of mine I still read every word of. Some I have not checked in a month.

Trust is not a setting. It is a relationship, and it takes reps. 🧡

Why people try AI once and quit

The two mistakes, and they're cousins

🔧

Starting with the tool, not the job

"Should I use ChatGPT or Claude or Gemini?" That is like asking whether to hire from Indeed or LinkedIn before you have written the job description. The tool is the easiest decision you will make and the least important one.

Write the job first
🤨

Expecting trust before training

You try it once, get a generic answer that sounds like a robot, and decide AI does not work for your business. Of course it was generic. You told a brand new employee nothing about your company and then judged their first day.

Give it context

The AI is not the hard part. Writing your business down is the hard part. 🧡

The next 12 to 24 months

Three things I'd bet on

🎬

Delegating replaces prompting

You will describe an outcome, not a task, and something will go handle the steps. The people still typing one prompt at a time will feel it.

🏰

Your files become your moat

Whoever has written down their voice and their business in files they own can plug into any new model in an afternoon. Everybody else starts over every time.

🚀

The one person business stops being small

Solo operators with real revenue and no employees. It is going to stop being surprising.

Every time humans get a big new technology, the people who adopt it thrive and the people who wait get passed. Agriculture, the printing press, the industrial revolution, the internet. This is that one.

What you just made

You didn't watch a talk.
You built something.

Your rung today
Go back to exercise 1 and pick one
Your first AI hire
Go back to exercise 2 and pick your worst job
The job you're handing over
Type the task you hate in exercise 2
Their name
Name them in exercise 3
Your Brief
Fill in exercise 3 and copy it out
Copied 🧡

Paste that into a doc and name it. That doc IS your first agent. 🧡

Before tomorrow

Don't build eight agents.
Do the thing that makes one possible.

Open any AI and paste the interview prompt

Twenty minutes of answering questions about your own business. That is step one, done, tonight.

Save the six files somewhere you own

A folder in Drive is completely fine. This is your brain outside your head, and it is the asset everything else plugs into.

Paste your Brief and give it one real job

The task you hate from exercise 2. One task. Watch what comes back and fix the Brief, not the prompt.

Come back tomorrow

Part two is where we put it to work. Real workflows, the pitfalls, and what to hand over versus what to keep.

Part two · Tomorrow, August 19

Putting AI Agents to Work

Today you crafted one. Tomorrow we put it on the job. Where agents actually pay off in a small business, what to automate first, the pitfalls that waste months, and what happens on a real Tuesday when the work is already done before you sit down.

🔁

The repeat work

How to spot which tasks are worth handing over, and which ones will cost you more than they save.

💬

Customers

What AI should touch in a customer conversation, and the line I will not cross.

💰

Sales vs marketing

Two different jobs. Most people's AI is only ever good at one of them.

🚧

The pitfalls

The specific ways this goes sideways, and how to catch each one early.

Bring the Brief you built today. We're going to use it. 🧡

My gift to everybody here

The Prompt Shelf

No opt in, nothing to buy. It is the free prompt library I actually use in my own business, plus 30 image prompts and my AI Starter Kit. Go take the whole thing.

jamout.ai/claude-skills

Use ONE thing off that shelf this week. That's all I'm asking. 🧡

If you want to keep going

Club Jam on Skool

Where I teach all of this properly, one small step at a time. Come in with the question you think is too basic. Especially that one. There are no dumb questions in my house.

📚

70+ courses

Including Zero to Claude and the AI Marketing Machine, both built for people who are not technical.

📞

Live calls 2 to 3× a week

With me and other AI experts. Bring your actual screen and your actual problem.

💛

93% retention

People stay, because they are building real things and not just watching videos.

⏱️

5 to 15 min a day

That is the whole secret. Small reps beat a heroic Saturday every single time.

One last thing

You are not behind. You have just never written your business down.
That's a Tuesday afternoon, not a career change.

You are more ready for this than you think. 🧡

jamout.ai/crafting-agents · jam@jamout.ai

Thank you, Accion Opportunity Fund. See you tomorrow for part two.

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