179 | Beyond the Buzz: How to create AI Agents that provide Real Business value with Tom Winter

8 Apr 2025 · 53 min

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Podcast Episode Summary: Leveraging AI - Episode 179

Episode Title Beyond the Buzz: How to Create AI Agents that Provide Real Business Value with Tom Winter

Episode Overview In this episode, host Isar Meitis engages with Tom Winter, co-founder of SEOwind, to discuss the practical implementation of AI agents in business processes. They focus on how to build AI agents that transcend mere automation and deliver genuine value, outlining a structured approach to creating effective AI workflows.

Key Themes and Discussions

Introduction to AI Agents

  • Defining AI Agents: Clarification that not all automation qualifies as an AI agent.
  • The Hype Around AI: Addressing the confusion and overuse of the term "AI agent" in the industry.

Importance of AI in Business

  • AI's Role in the Future: Emphasis on the necessity of integrating AI into business processes to remain competitive.
  • Perspective Shift: Organizations should view AI not as a threat to jobs but as a tool for enhancing efficiency and ROI.

Framework for Implementing AI Agents

  1. Clear Objectives: Importance of defining what tasks need automation.
  2. Human as a Service (HAS): Recommendation to manually execute tasks before automating to understand the process thoroughly.
  3. Process Mapping: Emphasizing the need to document critical business processes to prevent knowledge loss.

Different Types of AI Tools

  • Vanilla LLMs: Basic models like ChatGPT that provide conversational responses.
  • GPTs: Customized models for specific tasks.
  • AI Workflows: Linear processes that can automate defined tasks.
  • AI Agents: Tools that handle open-ended problems without predefined paths.

Stages of Implementing AI

  1. Defining and Discovering: Understanding the business processes.
  2. Planning and Designing: Creating a structured approach.
  3. Building and Testing: Developing the AI systems.
  4. Launching and Optimizing: Continuous improvement post-implementation.

Collaboration Between Humans and AI

  • Cyborg Method: AI and humans working together to leverage their respective strengths.
  • Critique Stages: Introducing feedback loops where AI evaluates and improves outputs.

Use Cases and Practical Applications

  • SEO and Content Creation: Tom shares how SEOwind utilizes AI agents for content generation.
  • Data Analysis: AI agents can analyze trends in data, offering insights that may not be immediately apparent.

Tools and Platforms for AI Implementation

  • N8N, Zapier, and other workflow automation tools that can integrate with AI functionalities.
  • Relay, Mind Studio, and Relevance for AI agent development.

Key Takeaways

  • Structured Process: Clear structure is essential for effective AI implementation. Each step, from objectives to optimization, matters.
  • Human Involvement: Humans should remain engaged in the process to provide context and critiques, ensuring AI outputs are relevant and high quality.
  • Continuous Learning: The optimization of AI processes is an ongoing endeavor that requires constant learning and adjustment based on new insights and tools.

Closing Remarks

  • Tom Winter encourages listeners to embrace AI for problem-solving rather than mere task automation, stressing the need for a balance between human input and AI capabilities.
  • The episode concludes with an invitation to join future discussions and the importance of continuous education in AI.

Additional Resources

  • AI Business Transformation Course: A structured program for implementing AI strategies effectively in a business context.
  • SEOwind: Tom Winter's product focusing on AI-driven content creation and SEO optimization.

Hosts and Guests

  • Host: Isar Meitis, a serial entrepreneur and AI enthusiast.
  • Guest: Tom Winter, co-founder of SEOwind and expert in AI applications.

Call to Action Listeners are encouraged to follow Tom Winter on LinkedIn for insights and updates and to consider the AI Business Transformation Course for a deeper understanding of AI integration in business practices.

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Transcript

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0:00Hello, and welcome to a live episode of the Leveraging AI podcast, the podcast that shares practical, ethical ways to improve efficiency, grow your business, and advance your career. This is Isar Maitis, your host, and we have a really great episode for you today. First of all, it's my birthday, and I don't think I've ever done a live episode of anything in my birthday, even though I've been going live for like five years. So this is exciting by itself. Second is we have a topic that is maybe the biggest buzz in the world right now, which is AI agents. So that's a big deal as well. And so what are AI agents?

0:35And everybody's really confused because everybody in us calls everything AI agents. Literally, anybody calls any automation or anything an AI agent because it's a buzzword and everybody wants agents. And that's not really true. Not everything is an agent. So we're going to talk a little bit about what are agents and how they're different than just AI or just AI with automation. And we're going to show you specific examples on how you need to think and what are the processes and what are the steps you need to take in consideration if you want to implement agents in your business, which again, I'm sure you do if you're listening to this podcast that at least cross your mind or it's something you heard and you want to understand what it is.

1:12Now, our guest today, Tom Winter, is the perfect person to give us that, to walk us through this topic for several different reasons. But his background, he has been on both the development side and the business running side for many years. So for many years, he was helping large organizations scale up their development team to do things faster, better, and more efficient, which now he's doing with agents. But in the past few years, he's been running his own business. So he also understands what matters from a business value, efficiency, cost reduction, and so on and so forth, which makes it really the perfect mix of understanding the technical side of things as well as the business side of things.

1:49So I'm personally very, very excited to hear what Tom has to say. I've actually seen some of the stuff that he's done in previous meetings we had. I've been on his podcast. So we went back and forth several times. So I'm very, very excited. Tom, thank you so much for joining us. Welcome to Leveraging AI. In the next few years, AI technology will change our world dramatically. Whether you are a business executive trying to catapult your business forward, or just somebody who refuses to be left behind and want to advance your career, this is the show for you. I'm your host, Isar Maitis, a serial entrepreneur and an AI enthusiast.

2:29You'll hear invaluable practical tips from innovative business leaders, AI practitioners, and some of the brightest AI minds in our world today. on how you can leverage AI in ethical ways to advance your career and grow your business.

2:47Thank you, sir, for such a welcome. And of course, happy birthday. All the best. And thank you for spending this time on your birthday with me, which is really amazing. I've been watching you for a long time and really love what you're doing. Thank you. Thank you so much. This is great. I I really admire what you do as well. I think the, I didn't say this just to hype the audience. I really think having both these skills, the business skills and the technical skills has always been important. But I think now it's nothing short of a magic wand that allows you to do things that were literally impossible two years ago.

3:20And now you can do at scale. So I'm very, very excited about that. I want to thank everybody in the audience that are joining us live, both on LinkedIn and on Zoom. So if you are here, please introduce yourself. Say where you're from. Say what you know about agents, what you want to know about agents. And at any point during this conversation, if you have any questions, please write them in the chat and we will try to answer it. And I will try to ask Tom in the right time to provide you answers. In addition, one more thing that I want to say, it is my birthday. So I thought of how can I treat everybody as a birthday present for myself?

3:54So as you know, if you're listening to this podcast, the most important thing, the most impactful way you can promote your career and your capabilities and your company or team and so on is through better, more construct AI education. Now, the podcast is fantastic. We have people like Tom and we share really great value. But at the end of the day, to really implement this in a business environment, you need more than just listening to podcasts or following people on Twitter and TikTok or YouTube, wherever you follow different people. You need a very structured approach. And that's why we have the AI Business Transformation Course that we have been running for two years now.

4:27So the first course started in April of 2023. We've been teaching this course at least once a month. So hundreds, maybe thousands of business people has went through this course right now. It's getting raving reviews and it's really getting people to drive immediate results in their businesses. And we're opening our spring session of our course on May 12th. And so why is that has to do with my birthday where I decided to make it fun and create the deepest discount we ever give, which is$150 on the course. So if you sign up by the end of next week, after this goes live and becomes a podcast as well, by the end of next week, if you sign up and you use promo code HAPPYBIRTHDAY, all caps, one word, you will get$150 off the course.

5:10Now, I know people listen from all over the world and people are like, oh my God, this is in the US and you're in the East Coast and I'm in wherever. So the time zones don't work. We had people in the course from New Zealand, Australia, India, Middle East, Emirates, many places in Europe, obviously all across the US and Hawaii. So more or less any time zone on the planet, we had people join the course and multiple people join the course and everybody were very happy about doing this. So don't think twice, come join us. But now for the topic of today, I'm really excited, Tom, for what you have to share with us.

5:40And the stage is yours. Walk us through your magic on how to think about agent implementation in a business perspective. Okay, so as Isar said, like I'm half a developer, half a marketer, and I implement AI like on daily basis in our own tool. Right now I'm focused on a tool called SEO Wind, which is an AI writing tool where we focus on the research part. So our main goal is to do the research to provide to AI context that it needs. And today I will be talking about beyond the buzz, how to create AI agents that provide real business value. So to tell you about the agenda, I will go through AI Automation Essentials.

6:20So tell you a little bit about high level stuff, like what our automations show you, tell you about what our AI workflows, what our agents, like how they are different. And then at the end, I will go through exactly my process, like how I use an AI workflow with AI agents, like in a hybrid approach to guide you what you can implement. This is an example that I want to walk you through and show you exactly how am I doing that. If Isar will have any questions in between, definitely he can ask. If you will have any questions, just pop it up, add it to the chat, and definitely Isar will help you out with asking me these questions.

6:54So I'm happy to share all the knowledge. So AI automation essential. So the first thing that I want to share before we go into AI automations, this is my opinion. This is my private opinion. If you don't implement AI now, you have to fire 100 % of your stuff in a year or two. Why am I saying that? Because I'm talking to a lot of people and whenever I'm telling them, like, just implement some AI information, AI things into your workflows, they're saying like, oh, but we will have to fire 50 % of our stuff if we do it. But think about it from a different perspective. If you don't help out your company to become better, to get a better ROI from what you're doing to compete better on the market, your competition will do that.

7:37So this is the problem that I see definitely that may have impact your company in a year or two. So the first thing that we have to look at is the success depends on clear objectives. So whatever you want to automate, you need to have really clear objectives, like name them, write them down. If you don't have an objective, that means you don't know what you want to automate. And this is why it's so important to actually do it. Define the tasks you want to automate. Actually try doing these tasks manually. I call it HAS, so human as a service. So when we're talking about software as a service, we talk about automating things as a product.

8:17But I feel before you start automating, actually try to do it as a human. You can also go to vanilla LM, like chat GPT, cloud, whatever, but try to go through these steps. If you want to automate something that you don't know the objectives. What are the objectives? You don't know how the process works. What are you expecting from AI to do? So basically, if you expect AI to figure it out, I will say it in a harsh way, you're or I'm not needed basically for the process. But if AI will take over everything there. So I think really it's important to go through this whole process and understand what are the pitfalls of the process?

8:54What are the edge cases? Do it slowly as a human. If you do it, then you can actually do more. Then there is a question between two, like, what are the differences between GPTs, AI workflows, and AI agents? Actually, I would add a fourth one here, which is vanilla LLM. So basically, chat, GPT, Claude. So if we start with vanilla LLM, which would be left from GPTs, this is basically the chat. So you're chatting with directly with LLMs, and you're getting an answer based on whatever AI wants to answer you. Then you have GPTs. GPTs, I call it this way. Probably there are more names for that. This was the name that OpenAI gave in the beginning.

9:32Basically, they're kind of pre-trained, although I don't like to use the word trained. It's customized LLMs provided with specific knowledge that it helps to resolve a specific task. So you can go, for example, to OpenAI. There is a GPT store. There's plenty of GPTs there that are customized for a specific task. For example, it can be a task to rewrite your LinkedIn post, maybe proofread something. I've just used one for creating images. Anything that is like very defined for what the task should do. They're really amazing because they can bring results because they have like specific instructions inside.

10:11Maybe there is an additional knowledge base inside that can help you out to resolve this specific task. But this is like kind of something that can resolve specific one task. Just to help people understand what this means, basically custom GPTs are a regular conversation that you want to do in a repetitive way. So any task that you want to do with chat GPT again and again and again, instead of typing the prompt again and again and again and giving it the input again. So the input could be going back to Tom's idea. great ways to write a LinkedIn post, great way to write hooks. What would be a good graphics to a LinkedIn, like stuff like that, that is information that you would feed it every single time.

10:48Or if you're doing a business analysis, what's the template that we want to use for our analysis? What are the inputs that we're going to give it? Like all these things that you're going to just do multiple times repetitively, you can build a custom GPT that will do it for you. I'll just say one more thing. All the other tools have the same stuff. So you can build, it's called gems on Gemini. It's called spaces on perplexity. It's called like every one of these tools, Claude calls it projects. So you can build these mini automations and give them background information and instructions on all the different tools.

11:16It's not specifically a ChatGPT thing. I still think ChatGPT has the best implementation right now. And if you want, there's an episode from two or three weeks ago that talks specifically about that, that you can dive into. My favorite name is at you.com. They call it agents. Yes. As we said in the beginning, everybody calls everything agents now. Yeah, exactly. Then you have AI workflows. AI workflows are basically a process that you go through one by one to resolve a specific process, but they are linear. And they happen basically one after the other to resolve a problem, which is also something that is really good for solving more complex problems.

11:56So they can be actually a combination of many GPTs together. They can be a combination of some execution in between, but it's basically linear. So like one happens after the other. And then there is AI agents. My definition of AI agents is a tool that resolves open-ended questions without predefined solution path. So basically it has a set of tools that it can use. And you ask it a question and you want to resolve a specific problem. Then an AI agent creates the path to resolve the problem and then executes based on this path. The cool thing that I heard from Isar a while back in the future, we want to see probably AI agents that will create AI agents.

12:39So we will not have to predefine the AI agent, but maybe there will be an AI agent that will create such agents for us to resolve specific problems. And kudos, I think this is the future definitely that we will see. But understanding the process, like implementing AI is not magic. It's just basically structured and well-planned approach. So like if you have courses that you can join, like Isar shares it, definitely they will help you out to structure this approach, how to go, how to implement AI and what kind of things do you need to implement to do it. So stage one is definitely defining and discovering the process, then planning and designing, building and testing and launching and optimizing.

13:16And really remember, it's not something that you just launch and forget. You will have to optimize in the future and you will have to iterate on that. I want to pause you just for one second. In each and every one of the stages, so defining and discovering, planning and designing, building and testing, and then launching and optimizing, you can use all the other variants that Tom mentioned before, like just a regular chat or custom GPT or whatever, to help you in those processes. Like one of the things going back, you mentioned my courses, one of the things I teach in my courses is how to map business processes with AI, something that used to take weeks and nobody did it because of that.

13:50So each and every person that listens to this podcast has in his company some critical processes, not like a minor thing. Critical processes that only Joe or Jill or Sam knows how to do. And if, God forbid, they hit by a bus, then you have a serious problem because nobody knows, there's no backup. And we don't map these processes and document them because it's a lot of work, but AI can help you literally in each and every one of the steps that Tom mentioned. So yes, it's not the solution, but it can help you get to the solution significantly faster. And one more comment about the optimizing. Optimizing is a very, very big deal because, A, you will learn things after you make the first deployment, and B, the AI tools themselves keep on getting better and better and have access to more and more tools.

14:30So everything that we do, we keep on changing internally in our company. Everything that we do, we keep on changing on a regular basis, testing new models, testing new procedures, taking new connections. Oh my God, now it can do this. It couldn't have done this before. So this optimization process is never stopping. It's an evergreen process of optimization. And there's also like other ideas, because to be honest, is reasoning something new? Yes, it's implemented right now into many models. But was it possible a year ago? Yes, it was possible. You just have to divide the task into reasoning part and then solving part like it was doable.

15:08It was just not automated. So like there's been changing that you can implement in an easier way once they're implemented in the model. and one crucial thing that i really think is important is something that i call cyborg method so basically ai working with a human together not against each other we can help each other we have superpowers so humans have superpowers ai has superpowers like our superpowers are is our knowledge our experience we talk to the customers we talk to the product team we talk to sales marketing whoever we have in the company uh so we have a lot of experience that we can add to AI.

15:42AI often doesn't know it. So in the whole process, you can actually have a human involvement. And I think it's really, really useful. We use it a lot when AI writing articles using SEOwind, but definitely in every process, you can actually involve a human with their knowledge to be better in the whole process. Okay. So let's start with AI workflows. So AI workflows for me, like how I defined it is an AI powered assembly line. Easy as that. So step by step adding things to the workflow. The good thing for when it comes to AI workflows, they work very, very well for well defined business process.

16:20So if you, as Isar said, if you have it mapped out, they work extremely good because they go point by point exactly going through the instructions. So 0.1, 0.2, 0.3. So they're, I would say even better than humans because we as humans, we like to optimize. So if If we have process one, two, three, we like to skip process, like the step number two, because we think it's not necessary. A workflow will actually follow it. So this is really, really good. It simulates human-like process. So it's not that you will just go to AI and tell it, like, do something. You will pour in, like, 300 pages of text and say, like, I don't know, like, let's resolve it.

16:56It's very similar to how you do it as a human. So when you're designing any workflow, you can think about it, how I would do it as a human if I didn't have AI. So this is really good. The third point, and to be honest, in my opinion, most important one, the repeatable quality of the output. And whenever you need a repeatable quality of the output, that is, I'm not saying not creative, but like it will bring you the similar results every single time, which is extremely hard when it comes to AI, because we love it for creativity. I would use AI workflows. This is exactly the thing that I would use it for.

17:33So when it comes to GPT's AI workflows versus agents, they're all really good, but for different types of tasks. So here, AI workflows really shine when it comes to repeatability of the process and the quality. So if you have, for example, a report for a customer and you have certain fields that you have to fill up, you wouldn't go with an AI agent in a sense because AI agent will create a different report every week, kind of. Or the creativity might change certain things in the report in a way that these reports will not be comparable to each other. AI workflows in this sense might be a lot better.

18:09So just to answer, there's a question by Chris on LinkedIn. He's asking, how are agents different from Power Automate if it's so much structure and process? Just to clarify, we're now not talking about agents yet. We're talking about one step before agents, which is AI workflows, which is not an agent. It's what a lot of people and a lot of companies called agents. But this would be either something you string manually, like several different GPTs together, or you use a tool like Make or Zapier on NA10 to connect with AI. So I'll give you a simple example, something that I've actually built yesterday for a client.

18:41Email comes in and it goes to the same email inbox. And there's a person that is supposed to understand what kind of customer service request that is, and they need to then send it to the relevant people. And now this email comes in, NA10 grabs that email, it sends it to an AI. The AI says, oh, if it's this, send it to this. If it's that, send it to that. If it's the third thing, send it to Joe. And if you don't know, send it to an I don't know inbox that then goes to a few different people. And then it actually sends, it doesn't send the email, it tags the right people in the email inbox and it puts it under different categories and it sends an email only in the case where it doesn't know what to do.

19:15So that is a very simple process that you cannot do just within a custom GPT because it doesn't know how to read your emails. Hopefully sometime soon, either Google with Gemini or Microsoft with Copilot will figure it out internally in their systems. We're not there yet. And so building these kinds of processes where AI basically intercepts a data transformation process from one tool to the other with logic built into it, because it can analyze and think and do the right thing or add or remove or change things in the middle. And you can build it very, very complex and complicated as well. So that's where we are right now.

19:47The next step, we're going to talk about actual agents. Yes. So whenever you see on LinkedIn that there is like a make.com graph that like if this, then that, and it goes basically linear, that's a workflow. Even if a person says that it's an agent, it's a workflow. Like it basically is in a linear process. Of course, there can be some forks, like if this, then that, that it doesn't matter. It's still a process that you can clearly write. So the limitations required fixed process paths needs careful handling and edge cases because it's if based. So if this, then that. Complex prompts for predictable results.

20:21Like I like to, for For example, when I'm using AA Workflows or AA Agents, I like to have an output in JSON file, always like in JSON file, because for me, it's easier for parsing and it's more predictable what will happen at the end. The cool part about most LLMs at the moment, you can actually trigger, like, please provide me JSON file output. It's good to define the structure of the JSON file in the prompt, but definitely it makes things easier. I think it's a great advice. For those of you who don't know what JSON is, it sounds scary, but it's not. It's basically a table, but described in code, right?

21:00So it tells it what are the columns, what are the structures, what are the formats, and then it just fills it out. So think about a table format that is transferable between more or less any piece of software knows how to get JSON today as an input or an output. And that's why Tom's suggestion is awesome. I do the same thing. When I want to transfer information from one thing to the other, I usually use JSON as the connecting language between the different tools? Because it's the reason is simple because it's parsable. So you can actually know like, okay, here I have find this information here.

21:28I find this information and I don't need to parse the answer. If I have like a one page of text, it's really hard for like to check like, okay, what are you talking about here? What are you talking about there? Like how to put it into the process, like to the next stage. So if you use JSON, it's structured, it's easy to do. AA workflows are good for these things. If you had a chance, just read them through. I don't want to spend too much time on that. Some of the things that you can easily start is make.com. A good starting point. Go there, check there's a store with some pre-built workflows. There are some other tools that you can do.

22:03These are already mentioned and then N8N. There's hunch.tools, make, base, Zapier. At the moment, Zapier also does it. It's not only about simple automation, but it also helps out with AI workflows. What I've learned, the problems that I encountered, like priorities, like don't automate everything at once. Try to go with small things first, then grow the process if you see if it's working. If you will try to solve the whole problem at once, if it's especially a big one, you will have multiple problems in between. Sometimes it's even good to connect two workflows together, smaller ones, and this is how to grow them.

22:37Using AI when simple automations would work. So like AI is not a solution for everything. Like really sometimes like good old fashioned Zapier automation, like just forward this message. If this happens, like it works. You don't have to use the power of creativity of AI. If you don't have to, like it's more predictable. If you use a simple automation, like without AI, if you don't need the creativity, skipping process mapping. So like actually not writing it down. If you don't know how to resolve a problem, like don't expect AI to know it. because it will be creative. This is what we love it for.

23:12But the problem with AI, the biggest problem that I see with AI, it always answers. So it will give you a solution, but who knows what is the solution? Ignoring technical skills. Sometimes you actually have to have some technical skills, like knowing what's JSON, how to parse it, how to connect things together, how to use webhooks, and there's a couple of other things that you should probably know. And the fifth one is set and forget. So basically not optimizing. So this is something that Isar already said about you should optimize in the future to see how you can improve. And AI agents. So this is the thing that we want to go after.

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23:46So AI agents, my definition, are AI-powered problem-solving teams. So if you're thinking about the team, marketing team, let's say, it's everybody in the team has different skills. And if you connect them together, they can solve a problem together. But if you give an open-ended question to them, they will figure out first how they should handle it. So who takes what kind of a part of the task and how to, they will talk to each other to resolve the problem. But the problem is the path of resolving the problem is kind of undefined in the beginning. So they, as a team, they have to find a solution, how to resolve the problem.

24:20Okay, so the big thing, like what I would use mainly AI agents for, as an example, everything that is connected to analyzing data. Because if we want to see, for example, a specific trend in our data, we don't know in the beginning what we're looking for, as an example. So an agent would help us out to define what kind of things we can look for and then execute on that to find a specific trend. So this is an example. I will give you more examples here on. So the strengths, like the key strengths is select tools that you need. They can select tools that they need. So if you give them a set of tools that they can use, it doesn't mean that they will use all of them.

24:56They will use a specific tool for a specific task or a specific combination of tools like in steps to resolve a specific problem. So like, for example, if you have a data set somewhere and you want to find a trend, it will create a SQL query, ask the database, come back with an answer. On top of that, they will create another SQL query to come back like with additional answer, then use, for example, data manipulation in Python to check and combine these two data tables, then create a prediction model for the future to predict something in the future. But it will design what it needs, like what kind of steps it needs to resolve a specific problem.

25:34It simulates human-like process, which is a second thing. So it's kind of like it's similar to how we resolve problems. We gather tools that we need to solve a problem and we define the path. can handle uncertainty and make decisions, which is like, in my opinion, the biggest strength and weakness of AI agents because it will create a solution, but at the same time, it's unpredictable, fully unpredictable, what kind of a solution it is. We love them for creativity. We hate them for creativity. So focuses on achieving goals without rigid workflows. And this is like really important. From the developer's perspective, it was the biggest problem that I had in my mindset because my developer mind is an if mind.

26:18So basically everything that I'm, if I'm approaching any task, I'm already thinking about all the possible edge cases. So if this happens, then do that. If this happens, then do that. Like my code, like a couple of years ago was like full of ifs. Like, so there are edge cases that we had to think about to solve a specific problem. In AI agents, we're thinking about the goal, the end goal, and we're letting AI think about how to solve the problem and how to avoid hitting a specific edge case. So you have to change the mindset from if mindset to goal-oriented mindset, which was really extremely hard for me.

26:55So limitations of that, you can produce unpredictable results. So it might not be repeatable, which is a problem for me when AI writing, I don't like to use AI agents for everything. It's a lot more complex to build and deploy, especially there's not many solutions on the market that can truly create an AI agent. There's like a lot of wannabe AI agents, which maybe they are even, but it's really difficult to deploy. And it's very difficult to debug and refine because you don't know what's happening underneath. This is basically the process of thinking of AI in a black box. You don't know exactly what's happening.

27:36It's not so easy to debug it as workflows. So some sample use cases, AI sales agents, AI research assistants, AI content brief generator, AI onboarding specialist. I will tell you one thing that I heard from a customer, which was like for me, extremely funny. For them, I don't think so. So they created an AI agent for support, which, and they used it for e-commerce. So some, one customer ordered 80 pieces of something and they received 60, only 60. So they came back to chat with, was the support agent. And they asked and told them like, look, I have this order. This is the number of the order.

28:12I ordered 80 pieces of something. I got only 60. And the agent actually resolved the problem. So then the customer saw that he had 20 boxes of these pieces of things, like in each box, I think 100 pieces each, because it resolved the problem. So it created an order of 20 boxes instead of 20 pieces of something, and it sent it there. There was another one that told me that they created an agent for support and the charity started to talk with them, with the agent. And they asked like, can you pay to our charity£10 ,000? And the agent said like, sure, like, let's do it. So this is the creativity of the agent that you have to look out for.

28:55So sometimes it will try just to resolve a problem. It will find a way to resolve it. The way to resolve the ask about the charity funding, like was basically to pay them 10 000 pounds they didn't pay them in the end they agreed on paying half of it but since the agent said it out loud they had to follow through so there are some sample platforms to use so relay app and it and relevance bubble mind studio probably a lot more uh isar do you know any that you can recommend yeah i think relevance is probably the one i know most people that are using people who don't necessarily write code. Yeah, there's a bunch of them.

29:34Relay is another one. Mine's too. Yeah, you got all the ones that I know. And like you said, NA10 now has some agent capabilities built into the product. I'm guessing, I don't know that, but I'm guessing all the existing automation tools, so NA10 makes Zapier and all of those, will start building real agent capabilities into the process because it just makes sense. Yeah, I'm currently trying out Vertex AI. so directly in Google, Vertex AI agents. It sounds really, really interesting what they have there, but I don't have an opinion yet. Yeah, and I'll say something. The agent development world, not really, like any development world, I would guess, but the agent development world really divides into two separate universes with obviously a lot of blurry stuff in the middle.

30:19Some of it is for developers, people who are actually computer engineers who know what they're doing and can write and understand code. And some are no code or low code solutions where you don't need to know how to write code. I think the best outcome today is a combination of the two because there are things that you can do very efficiently with the no-code, low-code stuff, and there are things that you can do significantly faster if you know how to write code, especially now with more and more... Are you going to touch MCP at all or not really? No, no, no. Okay, so there's more and more infrastructure being built in the world to support agents that just makes it easier to develop without actually developing everything.

30:54I'll keep it simple as that. Yeah, I'm the one that is developing it on my own, like basically in code, like, because I know exactly what I want. And I tried many solutions, but I didn't find things that I wanted. Okay, so like top things that I learned, AI agents solve problems, not just automate tasks. This is the main thing. Strong technical skills are needed when you're developing it, like at least stronger than like when it comes to a workflows. And you have to shift your mindset, like from the finding edge cases to achieving goals. And I know it sounds simple, but it's extremely difficult.

31:28Like really, you will see that like once you do it, like once you start doing it, you will catch yourself about thinking about edge cases. And that's like really, really difficult to change. So what we do, I want to show you an example how we approach like AA workflows. And I will show you my AA workflow. This is a little bit simplified workflow. Sorry like that. It's so small, but I will go through every single step here. So don't worry if you don't see it. This is an AI workflow, simplified AI workflow, combined with AI agents and human interactions that we use at SEOwind to write articles. Like, this is how we approach it.

32:00For those of you who are listening, we're looking at a screen with way too many steps as a flowchart. But again, Tom is going to walk us through the steps. So you're not really missing anything. We're going to describe every single step on the screen. No, no, no. I will go through it. Yeah. Exactly. So, like, when it's green, that means, like, there's a human intervention. There's, like, agents inside that make specific decisions. So like it's a hybrid approach that takes all of the things that are really amazing from each of the world. But like for me, because I need predictability, it's still an AI workflow.

32:28There are places where I can add an AI agent to solve a specific problem, but then I'm going back to going with the workflow. OK, so let's start with the first thing. So as you can see right now, you can actually see. So when I'm writing an article, I'm starting with the focus keyword. So I'm going into Google and checking who ranks for there, there, and I'm collecting data. So like I'm collecting data from Google, Quora, Reddit, and other stuff. I'm going to search results, scraping content from my competitors, and gathering all the information about SEO and anything else. I'm using this to create a brief because I need data.

32:59Like always when I'm thinking about AI, I need data. I'm using AI as a logical engine, not a search engine. So I'm trying to give it every single time that it has to make a decision. I'm trying to give it as much data, contextual data, as possible. not as much because I don't want to pour in and overwhelm it with data. I want to specifically give contextual data to AI. So for example, if I'm creating an outline, I'm providing it with all the outlines of our competition that nailed the search intent because they're in top 10 search results so it knows what to focus on. I'm not asking it, write me an outline for this and that because unfortunately it will answer.

33:34It will answer with some BS total because it will hallucinate. It will try to resolve my problem, but it doesn't have the knowledge to resolve my problem. So basically, this was the step one. Then I'm creating the brief. So if I have all the data, as I said, I'm using SERP data. This is inside the system, but basically underneath, we're gathering all this data. So this is SERP data from like all the specific competitors. I have questions to answer from people. Also ask Quora, Reddit. I gather keywords from different places. What I do, for example, with keywords, I cluster them. Yeah, I'll pause you one thing.

34:08People don't know what SERP is. So SERP is an SEO term that stands for Search Engine Results Page. So basically, when you go to Google and you type something and you get the ranking of different websites, that's what SERP stands for. And people like Tom, who do this every day, thinks that everybody knows. Agreed, agreed. Sorry for that. But that's what it means. It's basically the ranking of the search results and what you see on the search page. Yeah, and then I'm getting keywords. Keywords means like, what are people putting in Google to find these pages? So we can actually, from SEO tools, we can find such keywords and we can get actually 200, 300 keywords that people are looking, like putting into Google to find all these results from our competitors.

34:48What I can do from my perspective, I can, for example, cluster the keywords because LLMs are large language models. So instead of having a pile of 200 keywords, I can cluster them into different groups. So I understand how they work with each other. And then I have like 10 groups of keywords, which for me as an SEO expert, it's much, much easier than seeing a pile of keywords. So one thing that you have to remember from that, LMs are really good with clustering things. So if you have anything or like finding specific knowledge inside what you're looking through. So if you have 100 pages of a report, you can ask AI, you can use notebook LM, for example, and you can retrieve the data that you want because you want to focus on a specific part of what you're seeing.

35:30I don't want to overwhelm AI with too much knowledge. I want it to look at specific things that I want to focus it on. so as an example to whenever i'm like writing a prompt i'm starting with defining exactly the system message what it is so this is an example uh i'm defining when i'm asking for creating an outline for my article i'm defining who ai is so basically kind of role playing telling ai like what it what it has to do at the same time telling it who it is then i'm defining the task itself so exactly all the information in the task. And as I said, like earlier, I'm trying to get an answer in JSON file, which is a structured JSON.

36:14Really important, be precise. So think of AI as you would think about another human. What kind of information do you need to deliver to another human so they can resolve your problem? Like AI will not read your mind. This is really a problem. Just for the people who are listening and not watching, can you go back to slides for a second? And I just want to give people an example. So when we're saying one more, when we're saying give the AI a role is you are a senior SEO strategist and content articles. And there's like a whole paragraph of that defining the role, just like you would hire a person for that task.

36:47And then on the second step, if you go to the second slide, it's your task is to create a detailed article outline that aligns with the user intent and is optimized for SEO, follow these rules. And then there's like seven that we can see potentially more steps on how to do that, that tell it where to put information from all the different things Tom's mentioned earlier, what it needs to do step-by-step. So you're basically helping it follow a process. And as Tom mentioned, you need to know the process because you need to think about hiring an intern and telling them how to do this. This is what you need to do for AI as well.

37:20And remember that AI doesn't know where you took the data from. So you actually can tell it like, look, I took the data from this and this. This is how I found the data. This is how I structure it. The cool part that I like to use, also, I try to explain what will I use the output for. Kind of like telling it why I need it and how I will use it. Sometimes it helps actually to AI to understand exactly what to do. Because if I just put it in the middle of the task and don't give all the information that I would normally give to a human that will resolve the problem, then it has to actually be creative.

37:54And I don't like AI to be when it's creative too much, at least. So remember relevant context and research. Describe the output. So like, what do you want as an output? And maybe, for example, like what will you use the output for? So if you're using, if you're doing an AI workflow, I'm often telling like, look, I will use the output in JSON file. That's why I need to parse it. And then I will follow up with the next step in the process. That's why I need it in this form. Another thing that helps a lot when you do these is examples. so if you give it what good looks like and good could be here's the template i want you to use and then you know what template this is going to use or here's a good outcome based on this information so when i give you this kind of information that's the output that i want when i give this kind of information that's the output that i want when i give you this kind of information that's the output i don't want that will also help it a lot follow and be going back to what tom said multiple times and i agree consistent with it with its output okay so like here's like another step that I do, like, so once you hit and start writing the article, this is the step that we are gathering more data.

38:59So on one side, on the top, like we're gathering data about the project. So for example, about the customer that we're working for, because we want to understand exactly what kind of company we are working with. So AI knows who is it working for. What is the brand voice that they have to use? What is the data from Google Search Console? This is the data about SEO to define all the things for AI to know who is it working for and why it's important. When you're working with a human, the human gets better with every interaction. When you're working with AI, especially through API, unfortunately, every single discussion starts from scratch, or almost from scratch.

39:31There's ways to go around it, but still, you have to define all the things so AI knows it will not read your mind. Research agent. You can see when collecting the data, we're having an AI research agent. What it does, basically, we provide it with the title, description, and the outline of the article that we're writing. This agent has access to multiple tools to be able to gather the data that we need for the research. But we don't know what kind of data it needs. So basically, we are providing all the information and outline in the brief to the agent saying, look, agent, I need data that will make my article valuable.

40:06Can you help me out to find things? One tool that we have, since we scrape the content of our customers from the page, we make a vector database out of it. We can pull case studies, data, information about the product, anything from the website, but we don't know what we need for this specific outline. So the agent actually defines like, okay, I need to find case studies on our website and pull this data from it, then synthesize like only what are the results and I need it. It can also go with the finding statistics, trends from other websites, not only like internal websites. And basically based on the outline, it decides, okay, I need a case study here.

40:44I need some statistics. I need quotes on this topic and it executes. So this is something that we can't predict, basically, in the beginning because we write thousands of articles in our system. But the NAA agent can actually solve our problem because it decides what kind of data we need. And this is how we use it. So as an example, like to create a draft brand voice, you can also use AI. So you can grab a piece of content and ask AI, look, this is my content that I wrote using my hands. can you help me out to understand how do I sound? Like, can you help me out to write this specific brand voice?

41:21So like, this is an example, what you can do with AI. So if you don't know how to solve it, but you more or less know where to take it from, you can leave it to AI to help you out with that. Okay, next step, AI writing draft. So since we had everything, like all the data, we had the brief, we have the outline, we were able to write an initial article writing, like we wrote a draft, I would say. And this is very important because that brings us closer to writing the whole article. The problem with having a draft is the next step. We think that normally as a human, and I told you earlier that we went through this process as humans exactly the same way.

41:57I would look at the article and I would say like, okay, I want to edit it because now when I wrote the article, I finally see that I'm missing this or missing that. I want to improve this or that. So this is a second agent that we have. We call it AI evil and refine agent. And this is super important from your perspective. This was one of the things that we wrote in the webinar invitation. This is the critique stage that we use. So you can use critique stage with whatever you do with any kind of process, how it works within our system. So we get the draft and we ask AI agent to evaluate our draft and give us an output to see like, what are the strengths of the article?

42:38So list them out. What are the areas of improvement? And what are the suggestions, actionable suggestions, like how to fix them? And we put it into the system. So based on that, we're able to create fed on prompts, how to improve it. and we can rewrite the draft based on the things. So this is an example of critic stage prompt. So as you can see, you define again who you are, you start from that, and then you define what are the output that you're counting on. Of course, you can go deeper into that, you can have a JSON file out of that to be able to then switch it to turn it into a prompt. On top of that, what we're doing, because we finally see how all the data that we gathered, how it looks in the draft, and we can see like, okay, okay, I'm actually missing a case study here.

43:25I would like to get more information at the moment because I'm closer to the final product. I can see far more. It's not like at the level of the brief, we were predicting what we will see. At the level of writing a draft, we see far more. This is like a bigger picture. So we can actually see like, okay, I'm still missing this data. I need this or that. You can turn all these suggestions and you can also like define, for example, prompts for perplexity within AI and then execute it. you can do it actually within a workflow. As I said, turn all the suggestions into prompts and rewrite, and go back to the AI workflow.

44:01So we had an agent that made decisions, did all the fancy stuff with creative part, but then we're going back to the workflow to have more predictability. What we do on the end, we add internal links. We don't use AI for that, because in our opinion, AI is unpredictable. We prefer old-fashioned machine learning. and basically we have a final product as an article that we again use AI with a human touch to edit. Like we call, of course, we can use AI to rewrite certain things. We can add value because we finally see the article, but we are able to edit it there as a human and make it even better.

44:36So this is like where our human intervention. Key takeaways. It's not a one-stop option. I want to pause you just for one second, touching on the critique side. And I think it's very, very critical. And I think it's very easy to do. And I think most people don't do it. like even if you build basic automations with with custom gpt's or with make and zapier and and so on you can add these steps where one ai will critique the work of another ai it could be the same ai it doesn't have to be claude critiquing chat gpt like it could be another step with the same tool just with a different prompt looking for specific things and as tom said you can turn the output of that to the input of the next step right so then you're creating a quasi-dynamic system where one step actually leads to what is going to be the next thing that happens, whether it's additional research, whether it's finding better keywords, whether it is, and again, now let me generalize this for any task that you're doing because it's not just SEO tasks.

45:32You can have AI critique the previous steps that were done either by humans or by other AIs, giving suggestions of what might be the next steps. And the last thing that Tom did, which is let an actual human view the process and give their feedback and input and so on is very, very important, especially in the first X number of times you're running this. And then you can finesse the process and maybe have less. And it really depends on what the process is. Sometimes you don't need any AI supervision after you tested it X number of times and it's okay. And sometimes you still do depending on what's the use case.

46:02I will actually add a couple of things to the critique stage. Like you can also use critique stage in the design part. Like, so you don't have to actually create a workflow with a critique stage, but when you're designing something, you can actually ask AI, Like when you're creating a new prompt, for example, you can actually say the same thing. Like what is the best thing in my prompt? What are the things that I need to improve? What are the action points like that you see? Or what are the edge cases? So we can use the critique stage in the design process. And then you can actually use the critique stage as a normal part of your every single workflow, like which you turn the output to a prompt in the next step of the process.

46:36Another thing that you can do with critique stage, you can actually create two, three, four versions of certain things. And you can use AI to critique and tell you like, okay, I like this the most because of this and that. And you can actually do it this way. So instead of critiquing one solution that you have and then optimizing this solution, you can give it four. And you can ask it to choose the best one and tell you why. So there's like multiple ways of using critique stage. so takeaways it's not a one-stop shop so like you have to actually if you want to eat an elephant you have to eat them in pieces like basically it's multi-step process you can combine them together depends on what you want to do and how you want to achieve start small grow it long bigger process is no different than the one that you would do as a human so like if you expect ai to do it like far, not faster, like in less steps than you would do as a human, I would try to avoid.

47:36I'm not saying that it will not do it. I would try to avoid it probably because in most cases it will not work. And context is the key. So like telling exactly AI how, what to do in specific things and what kind of things they can use. So in our writing process, we start with about 300 ,000 words to evaluate. and then we pull data together to give specific context to AI at specific stages so it knows exactly what to do that. For this heading, they can use this statistic. For this, they can use this case study and we're providing it with knowledge so it will not hallucinate all over the place. And that would be all.

48:16Fantastic stuff. I want to say a few things that are related to that. First of all, a quick summary. I think what you're structured is very, very important. You've got to start with understanding where you're going, right? Like what is it that you're trying to achieve? And you've got to address it as if you're going to give humans the work. And not just humans, humans who are new interns who know nothing about your industry, your business, your company, your processes, your past successes and failures, it knows nothing about your business. So if you bring an intern into your company and you would want to have them do something, you will spend two, three hours with them giving them all the relevant background information or they will most likely fail in their task.

48:52And it's the same exact thing here. Like you need to invest the time to figure out what it needs to know, context, and how it needs to get it as far as what type of data in order to do the task in the most effective way. And then I think the next thing that you said that is very, very important, you have to find the right combination between structured process and AI doing the thing that AI is good at, which is thinking, which is analyzing, which is categorizing, which is coming up with something new based on something existing. all these things AI is very, very good at. But if you let AI run freely across all of it, you may diverge very, very far from the original path you were planning.

49:35So this approach that Tom just shared with us is the right approach where you use a structured process to go through the process and you give AI the specific tasks where it's going to excel and it's going to do very, very well. And so I think it's a brilliant, brilliant approach. There was a question very early on in the beginning, and it actually is interesting because it came almost exactly at the same time on both Zoom and LinkedIn, which is about Manus, you know, the new Chinese tool and kind of like your thoughts about it. I know what my thoughts are, but what do you think about these dual kind of agents?

50:11I think they're good to play around with this. Like, in my opinion, it's not predictable enough. like my biggest problem, like with AI generally, like it doesn't have to be about manners. It's predictability of results. So if I have this, if I ask the same question and I normally ask it like 150 times the same question to AI to see like, what is the predictability? More or less, like when I'm talking to a human, I want to have a similar answer. So I don't want it to be all over the place because that means it does, the specialist that I'm talking to doesn't know what they're doing. So it's the same with agents.

50:44Like if we can't get the predictability, that means they're just like providing it with providing us with an answer that we want to hear and yeah no i i'm with you right and i think it goes back to what you said before there are cases where this is going to be great and there are cases this is going to be horrible and you just got to find the right use cases for it i'm not saying it's good or bad i'm saying like everything with ai you got to find the right use cases and find the right tools to apply to these use cases when you automate predictability is the key yeah yeah tom this was really really fantastic you shared a lot of thoughts and processes and concepts that people need to know in this stage of like okay we want to start implementing ai i want to start applying agents and so on i'm sure a lot of people find a lot value in that if people want to follow you work with you connect with you like what are the best ways to do that i basically live on linkedin this is my second home so if you want to find me and go to LinkedIn and just invite me to your friends, like direct message me.

51:41I love to talk to people. If you have some problems that you want to talk about, I really like to share knowledge and get also knowledge from others, like learn it. And I think we definitely can do a lot of that. So find me on LinkedIn if you want. And if you want to find like the product that I'm like doing is seowind.io and you can find it on the website. Awesome. Thanks everybody for joining us live. We had a lot of people on LinkedIn and a lot of people on Zoom. So I appreciate you spending this past hour with us. If you are not here and you're just listening to this to your car, also thank you for that.

52:11But come join us next Thursday. We do this every single Thursday at noon Eastern with somebody like Tom sharing a lot of knowledge about how to do things correctly with AI. And obviously, thank you, Tom. This was absolutely fantastic, well-prepared, very deep, easy to follow. I really, really appreciate you sharing all your knowledge with us. Thanks a lot and happy birthday. Thank you. Bye, everyone.

52:34No way to do that

From the publisher

AI Agent hype is everywhere—but what does it actually take to build an AI agent that delivers results? Not just one that chats back in clever text, but one that does real, meaningful work inside your business processes.

In this live, tactical session, we’re walking you through the step-by-step method to combine workflows and agents into real-world automations. From defining where agents fit, to layering in “critic stages” that improve quality, to setting up humans-in-the-loop when needed—this is your no-fluff guide to operational AI.

Tom Winter, Co-Founder of SEOwind and a true practitioner when it comes to building intelligent systems that scale. He doesn't just talk about AI—he codes it, tests it 150 times, and knows what breaks (and how to fix it). With years of experience applying automation across SaaS, SEO, and content creation, Tom will reveal the frameworks, prompts, and hidden tricks that actually work.

If you're tired of the hype and ready to build smarter, this session is for you.

🚀 Learn more about the AI Business Transformation Course (link in show notes) — now $150 off with promo code HAPPYBIRTHDAY for a limited time. Perfect for business leaders looking to implement AI step-by-step, not just talk about it.

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