Full Transcript
https://www.youtube.com/watch?v=UqUx0-A15FY
[00:00] Right now, skills are the most important.
[00:02] Right now, skills are the most important thing you can learn inside of Claude.
[00:03] thing you can learn inside of Claude.
[00:04] [music]
[00:04] [music]
[00:04] In this video, I'm going to walk you.
[00:05] In this video, I'm going to walk you through my three-step skill framework.
[00:07] through my three-step skill framework that I used to automate any task in my.
[00:09] that I used to automate any task in my business.
[00:09] [music]
[00:09] I'm going to start.
[00:10] business. I'm going to start with the basics.
[00:12] I'm going to break down the framework step-by-step so you can.
[00:13] the framework step-by-step so you can understand the mental model behind.
[00:15] understand the mental model behind automating tasks and organizing your.
[00:17] automating tasks and organizing your folder structures.
[00:19] folder structures.
[00:19] [music]
[00:19] [music]
[00:19] And then I'm going to build two.
[00:20] And then I'm going to build two automations live on screen so you can.
[00:23] automations live on screen so you can watch the process from start to finish.
[00:25] watch the process from start to finish for how an actual business owner who.
[00:27] for how an actual business owner who uses this stuff every day is going.
[00:29] uses this stuff every day is going through this process.
[00:32] All right, let's get right into it.
[00:34] First, let me go over the anatomy of a skill and I'm going to.
[00:36] the anatomy of a skill and I'm going to break down a skill using the DBS.
[00:38] break down a skill using the DBS framework, which is my three-step.
[00:39] framework, which is my three-step framework that I use to automate tasks.
[00:40] framework that I use to automate tasks in Claude.
[00:42] in Claude. You don't need the framework.
[00:43] to automate tasks in Claude. I just think it helps make things a lot more.
[00:45] think it helps make things a lot more useful.
[00:47] useful. So, let's break down what a skill is.
[00:49] skill is. If you haven't learned what a skill is yet and you're starting from.
[00:51] skill is yet and you're starting from complete scratch, I highly recommend.
[00:53] complete scratch, I highly recommend watching that video I've got in the.
[00:54] watching that video I've got in the upper right-hand corner where I break.
[00:56] upper right-hand corner where I break down skills for beginners and what it is.
[00:58] down skills for beginners and what it is and I go very in-depth for about an hour.
[01:00] and I go very in-depth for about an hour in how to build skills.
[01:02] Now, the easiest way to break down what skills are is just thinking about a skill like folders and files.
[01:07] So, at the very top, you have your skill folder.
[01:09] This is whatever your automation is called and within that lies the contents to actually run an automation for you using Claude.
[01:15] And this is the structure that Claude likes to see in order to have that dot skill file extension.
[01:20] This isn't just some made-up term, a skill.
[01:22] A Claude skill is an actual file extension that Claude and other tools use in order to run automations with agents.
[01:30] So, this is what every skill looks like.
[01:32] It needs a skill.md file.
[01:35] This is required.
[01:37] This gives your automation direction.
[01:39] This tells it what to do.
[01:42] And this is the only required file.
[01:44] So, within your automation folder or your skill folder, rather, this is one file that will need to be in place for every single automation you create.
[01:50] I'm going to show you how to use Claude to create these.
[01:51] You're not going to be putting these in yourself.
[01:53] I'm just trying to break down the hierarchy from an overhead view.
[01:56] So, the skill.md contains the name of the skill, the description, and the step-by-step workflow.
[01:59] So, step one,
[02:00] step-by-step workflow.
[02:00] So, step one, check Google Calendar.
[02:02] Step two, check my CRM.
[02:04] Step three, use all of those details and send an email, whatever, right?
[02:08] It's a step-by-step workflow for how the automation should run in order, and it contains the rules.
[02:12] The next folder of the framework is the references folder.
[02:16] Now, the references folder are blueprints for how you do things, like your voice, your brand, data examples.
[02:22] These are static files Claude uses every single run.
[02:24] Uh so, you have your step-by-step workflow in the skill MD, and in that step-by-step workflow, you might say, "Use my brand guide in the references folder and fetch my brand colors."
[02:35] Right?
[02:35] And then step three is make a LinkedIn post in the image using all those files.
[02:42] And finally, we have scripts.
[02:42] And scripts are code that Claude can execute in order to do things that Claude can't do with just natural language.
[02:48] So, this is like calling external tools and APIs, formatting things, math calculations that would take Claude sometimes, you know, 30 minutes to do that it could do in 2 seconds because code runs instantly, and Claude takes a while to
[03:01] instantly, and Claude takes a while to think through things and like actually think through things and like actually generate tokens.
[03:05] So, scripts are for efficiency and advanced calculations and efficiency and advanced calculations and calling external APIs.
[03:10] And so, I like thinking of these things in three different ways.
[03:13] So, number one is the skill MD file.
[03:15] That's your directions.
[03:17] So, that's the D in the DBS framework that we're going to be covering today.
[03:19] References are blueprints for how you get things done.
[03:22] So, that's going to be the B.
[03:25] And then scripts are solutions for anything that Claude can't just do by itself.
[03:27] So, that's the S.
[03:30] And so, combined, we have the DBS framework, which is the framework I use to automate tasks in my business using Claude.
[03:36] So, direction, blueprints, and solutions.
[03:39] This is what is within the automation or the skill folder that Claude's going to use.
[03:44] So, today we're going to be using that same framework and building two completely different skills.
[03:50] And like I said, the framework isn't a necessity in order to build automations with Claude.
[03:54] It's just a nice-to-have.
[03:55] It's a good way to organize stuff so that you know exactly what's going in, exactly what's coming out, and exactly what you need in order to execute a successful
[04:02] order to execute a successful automation.
[04:04] So, let's get into it.
[04:04] I want to show you where skills are and what ones to activate and which ones to install in order to start creating automations with ease.
[04:11] This can be done in a couple of minutes.
[04:12] It's super simple to get set up.
[04:14] So, for today's video, I'm going to be using Claude desktop for building everything.
[04:15] And specifically, I'm going to be using Claude Co-work.
[04:17] So, skills are found in the customize tab over in the left-hand sidebar.
[04:20] You can select that customize button.
[04:23] What you want to do is select skills.
[04:24] And within here, you're going to be able to see all of the skills that Claude has provided you out of the box and examples and all of your skills up here.
[04:26] The presentation that I just gave you was actually created with an automation.
[04:28] I told Claude, "Hey, I'm filming a video about Claude skills using my DBS framework. Create me a presentation I can show the audience."
[04:31] That took me 30 seconds to generate that beautiful presentation.
[04:33] And since Claude knows everything about me and I run my business out of here, it can generate those things pretty quick.
[04:34] So, before you actually create skills, there are some things you need to do.
[04:36] You need to go here and ensure that the skill creator skill is turned on because
[05:02] Skill creator skill is turned on because this is going to help Claude help you.
[05:04] This is going to help Claude help you create skills and automations.
[05:06] It's super easy to create automations using the skill creator because you just tell Claude what you want automated with natural language.
[05:09] You connect some tools and then it just does it for you.
[05:13] The next thing you can do is activate the DBS framework skill.
[05:16] And this is the framework that I've given you that I went over in the presentation that I use for direction, blueprints, and solutions, the three layers that structure out your skill folder.
[05:19] So, Claude is going to help you create the skill folder, but this is going to help you structure your folder with the references, the scripts, and the skill MD file.
[05:22] I highly recommend you install this.
[05:24] I left a resource down in the description.
[05:25] And when you access that resource, you can go down here and download the DBS framework skill.
[05:28] I'll just hit this download button.
[05:29] And then once you have it downloaded, you can just hit this plus button and then select upload a skill.
[05:31] And when you select upload a skill, you can just drag that folder right here.
[05:33] It should be a zip file and then it will download the DBS framework skill to your Claude.
[06:04] DBS framework skill to your Claude account and you can activate that as well because this is going to allow you to create a very well-structured skill.
[06:10] But now what we're going to do is we're going to create some automations using Claude skills and going to be two separate worlds.
[06:15] We've got the blue-collar group and we've got the white-collar group.
[06:18] So like knowledge work and construction work.
[06:19] My dad's in construction.
[06:22] I know how it is.
[06:24] He comes home after a long day of going under crawl spaces, fixing bathrooms, doing remodels.
[06:29] But then he comes home and he's got to do admin work as well like proposals, invoices, and all of that crap.
[06:34] So the first automation I want to create live with you is to show you a real-world example of creating a proposal generator.
[06:40] And this could work for any business, but I'm going to do it for a real in-person business.
[06:43] So I'm going to make it as easy as possible for someone to come in and create a proposal.
[06:49] And this is just one task that you could knock off your entire admin list forever if you just sit down and do it in one night.
[06:54] And so we're going to create a proposal generator for our first skill.
[06:56] And so whenever you want to create a skill, just type out a prompt similar to this.
[07:01] Tell Claude that you want to create a skill around something.
[07:06] Want to create a skill around something.
[07:08] For instance, I say, "I want to create a skill that allows me to create proposals for a construction company.
[07:11] This construction company isn't really a massive enterprise thing.
[07:12] It's just a single handyman trying to get more work done.
[07:15] I want him to be able to come in here, speak the project into Claude and have it create a nicely formatted documented proposal with pricing estimates and everything all laid out just after some rough notes.
[07:27] Then I say, "I want it to be downloadable so that he can send the client an email with that proposal or a text message or whatever."
[07:33] I can say the branding of this handyman should be red and black.
[07:40] Maybe I can add in some colors there, too, so that the document that gets generated on the side in Claude artifacts is actually branded in the way I want it to as well.
[07:50] I can say sans-serif font for professionalism.
[07:55] And now I can send that off.
[07:56] So, I've got my styling.
[07:59] I've got my main idea.
[08:00] And the beautiful thing about Co-Work, I'm telling you right now, you got to get in Co-Work cuz it's so good, is it's going to start tracking progress over here on the side.
[08:05] Co-Work thinks in
[08:07] Co-Work thinks in steps.
[08:07] It thinks in tasks.
[08:08] And you can see the tasks working step by step.
[08:12] And so, as you can see, it says, "Let me read the relevant skills files first to understand how to build this properly."
[08:17] It's not just going to start randomly building an automation for you.
[08:18] It says, "Good context.
[08:20] Let me read the DBS framework, so the thing that we just installed, and the skill creator skill in order to produce an output."
[08:26] And so, over in the context, it's loading in skills that it can actually reference and use in order to help us create skills.
[08:34] And also, another really good thing about Co-Work is you can have it ask you question and answers.
[08:38] So, if it doesn't understand something about what you're trying to create, it's going to ask a question about it.
[08:42] As you can see, it says, "What's the handyman's name or a placeholder name to use?"
[08:46] I will just call this um Drake Sarach Construction.
[08:50] Maybe I'm running a construction company.
[08:52] I'll send that off.
[08:56] "What type of projects should the pricing estimates cover?"
[08:57] So, now Claude is running us through this step by step in order to discover more about how the automation should actually
[09:07] about how the automation should actually work for us.
[09:09] And it does this whenever you create a skill.
[09:10] It goes through kind of this process of asking you what the skill should be about, and then testing it, making sure it works, and then delivering it to you and asking for feedback or if you want anything changed.
[09:20] You're going to see that kind of happen live.
[09:22] So, it says, "What types of projects should the estimates cover?"
[09:27] I will just say both general handyman and renovation focused.
[09:29] It says, "How should the pricing work in the proposal?"
[09:32] I will just put rough estimate range.
[09:35] Actually, you know what? I'll put both, line item breakdown and rough estimate range.
[09:39] Because the good thing about AI is it's amazing at getting you 80% of the way there, and then you can just finish off the 20% that's crucial.
[09:45] It says, "What info should the handyman speak {slash} type into Claude to generate a proposal?"
[09:49] And then I want it to just be minimal info, right?
[09:51] I can just actually say like rough notes, almost like they are speaking into a phone about what the client wants.
[10:04] And then I said, "Sometimes there will be dimensions and specifics, but mostly pretty general and
[10:07] specifics, but mostly pretty general and rough notes.
[10:10] rough notes. I'll send that off. And now it just gathered all the context it needs in order to start creating this for us.
[10:14] needs in order to start creating this for us.
[10:15] for us. And the good thing is is it's iterative.
[10:17] iterative. It's not just going to create it for us and say, "Here you go, be on your way."
[10:18] it for us and say, "Here you go, be on your way."
[10:19] your way." It's going to ask us for feedback.
[10:22] feedback. It's going to run two to three realistic tests for us and evaluate the performance of the automation.
[10:24] realistic tests for us and evaluate the performance of the automation.
[10:27] performance of the automation. And so, as you can see over in the right-hand side now, we have a progress bar.
[10:28] as you can see over in the right-hand side now, we have a progress bar.
[10:30] side now, we have a progress bar. And this progress bar is going to walk you through step by step what's actually happening.
[10:31] this progress bar is going to walk you through step by step what's actually happening.
[10:33] happening. We've got eight steps that need to take place for this automation to be created.
[10:35] need to take place for this automation to be created.
[10:37] to be created. And now Claude's doing the work for us, so we can kind of sit back, relax.
[10:39] the work for us, so we can kind of sit back, relax.
[10:40] back, relax. This is the beautiful thing about Claude is slowly picking off these tasks one at a time.
[10:42] about Claude is slowly picking off these tasks one at a time.
[10:44] tasks one at a time. Right now it's on step five, where it's running test cases with realistic prompts that I might type in, and then it's going to generate reviews for me to actually look at the results that it generated, and then say, "Yes, this was good." or "No, I don't really like this."
[10:46] step five, where it's running test cases with realistic prompts that I might type in, and then it's going to generate reviews for me to actually look at the results that it generated, and then say, "Yes, this was good." or "No, I don't really like this."
[10:48] with realistic prompts that I might type in, and then it's going to generate reviews for me to actually look at the results that it generated, and then say, "Yes, this was good." or "No, I don't really like this."
[10:50] in, and then it's going to generate reviews for me to actually look at the results that it generated, and then say, "Yes, this was good." or "No, I don't really like this."
[10:52] and then it's going to generate reviews for me to actually look at the results that it generated, and then say, "Yes, this was good." or "No, I don't really like this."
[10:55] results that it generated, and then say, "Yes, this was good." or "No, I don't really like this."
[10:58] and then say, "Yes, this was good." or "No, I don't really like this."
[10:59] "Yes, this was good." or "No, I don't really like this."
[11:01] really like this." So, look at all the stuff it's doing in the background.
[11:03] stuff it's doing in the background. This is just insane.
[11:04] is just insane. This is all stuff that we used to have to do manually, but AI's really good at creating automations for
[11:06] we used to have to do manually, but AI's really good at creating automations for
[11:08] really good at creating automations for us if you set up your workspace in the
[11:09] us if you set up your workspace in the correct way.
[11:11] correct way. Okay, so it just got done running all three tests, so now it's
[11:12] running all three tests, so now it's generating those proposal PDFs that
[11:15] generating those proposal PDFs that would be spawned in from those tests.
[11:18] would be spawned in from those tests. And so, it has a couple of different
[11:19] And so, it has a couple of different tests that it created. You can view the
[11:22] tests that it created. You can view the eval reviewer if you want, and this is
[11:23] eval reviewer if you want, and this is going to pull up a screen where you can
[11:25] going to pull up a screen where you can provide feedback to Claude based on what
[11:28] provide feedback to Claude based on what it generated with the prompt and with
[11:30] it generated with the prompt and with the automation activated. And so, this
[11:33] the automation activated. And so, this would be like an example prompt that you
[11:34] would be like an example prompt that you would send off. Maybe you're speaking
[11:36] would send off. Maybe you're speaking into your phone. Hey, so I just left
[11:38] into your phone. Hey, so I just left Mrs. Johnson's place over on 415 Oak
[11:40] Mrs. Johnson's place over on 415 Oak Street. She wants her whole master
[11:41] Street. She wants her whole master bathroom redone. Rip out the old tile
[11:44] bathroom redone. Rip out the old tile floor, put in some LVP, new vanity, and
[11:46] floor, put in some LVP, new vanity, and re-tile the shower. The bathroom is
[11:47] re-tile the shower. The bathroom is probably like 8 by 10. Shower is a
[11:49] probably like 8 by 10. Shower is a standard tub surround. She wants to look
[11:51] standard tub surround. She wants to look modern, but nothing crazy expensive. Can
[11:53] modern, but nothing crazy expensive. Can you put together a proposal for that? So
[11:54] you put together a proposal for that? So this would be an example of a prompt
[11:56] this would be an example of a prompt that it's a very realistic example of a
[11:59] that it's a very realistic example of a construction worker hopping in the car,
[12:01] construction worker hopping in the car, speaking into their phone, and sending
[12:02] speaking into their phone, and sending it off to Claude. And then this is what
[12:04] it off to Claude. And then this is what Claude generated from that. And so now
[12:06] Claude generated from that. And so now we can review it by actually opening
[12:07] we can review it by actually opening that file. I'm just going to open it in
[12:09] That file. I'm just going to open it in Claude for the Johnson bathroom.
[12:10] Claude for the Johnson bathroom proposal.
[12:12] This is what it generated for the client.
[12:15] Drake Saracho Construction Project Proposal.
[12:18] Gives project overview um for the master bathroom renovation using the luxury vinyl plank.
[12:22] And remember I just said LVP.
[12:24] And then it's going to start putting all of this together for me just from that little prompt that I just showed you.
[12:28] And this was a test that Claude ran on its own.
[12:30] And then you can start adding in things like your hourly rate, the mileage between you and the client, how much materials are in your area.
[12:37] You can have it actually do that research for you so it can pull in the live material cost, put your markup percentage in there as well in the instructions of the actual automation and skill.
[12:47] And then you can get a more accurate cost estimate.
[12:48] As you can see that range is pretty wide.
[12:50] But this is a pretty good proposal just for that little prompt.
[12:55] Now we can go through and we can look at the other examples.
[12:56] So maybe Tom mounting a television, patching two drywall holes, and painting in the entire room.
[13:01] And so that prompt, we can go back to the eval reviewer and go to the next page.
[13:06] This is the prompt right here that created the Tom proposal that we were just
[13:09] the Tom proposal that we were just looking at.
[13:12] Uh very quick, very easy, and just some quick notes that turn, you know, chaos into clarity.
[13:17] That one honestly looks pretty good, too.
[13:19] Let me look at the Garcia kitchen proposal.
[13:21] What you'd want to do here is actually look at the prompts that was sent off and then the proposal attached to it.
[13:28] But this one was a little bit more uh in-depth.
[13:30] So, we had seven line items and the price right down there.
[13:33] So, this is something, like I said, you could customize this to the max.
[13:35] Give Claude your hourly rate.
[13:37] Give Claude your markup.
[13:39] Give Claude your packages.
[13:42] Maybe you run an internet business and you are doing proposals for like one-on-one coaching, group consulting, and some other things all combined.
[13:49] You can really get creative with this.
[13:52] And now, this is the step where you actually go in and you provide revisions.
[13:53] So, if you don't like anything from the test examples in here, you can keep going to the next page.
[14:00] It will always generate an eval viewer and the assets that are created with each one of those.
[14:09] But, if you don't like what you see in
[14:10] But, if you don't like what you see in there, just tell Claude, "Hey, I don't like this about the automation.
[14:14] I don't like this about the proposal."
[14:15] And it will change it for you.
[14:17] But, if I say something like
[14:19] "I like this.
[14:20] This looks to be good to go."
[14:21] And I send that off,
[14:23] then what it's going to do is allow me to copy that automation to my skills.
[14:27] And so, now it's saying, "Let me package it up."
[14:28] So, now, after you iterate based on your feedback with Claude when you're creating these automations that can automate your tasks, it's going to package it into something you can actually copy to your Claude account.
[14:39] So, whether you're on Claude co-work, Claude web, it will be there in your Claude account and you can use it whenever you'd like.
[14:44] So, now I will select copy to your skills and then I will hit manage in the upper right-hand corner.
[14:51] And after that, you can kind of see what the skill looks like.
[14:53] We have handyman proposal.
[14:56] We have the skill.md file, remember, which is the D in direction for the DBS framework.
[15:01] And then, we have references, which are your blueprints.
[15:04] So, we have a pricing guide that this references and a proposal structure that this step-by-step process references.
[15:12] This step-by-step process references.
[15:14] Then, we have a script, and this is the generate proposal script that actually creates the document.
[15:17] And now, I can use this whenever I want, wherever I want, however I want in Claude.
[15:21] So, if I go and I select new task, I can do a proposal real quick.
[15:26] I can say like, "Hey, I've got a client. Her name is Jenna, and she's out on Maple Street.
[15:34] Her entire fence uprooted from her backyard during a tornado.
[15:35] She's in desperate need of help.
[15:37] It was a cedar fence, 6 ft tall, and she needs it replaced.
[15:38] It's about uh 20 ft of fence by 15 ft of fence in her backyard.
[15:44] And uh it's all four sides.
[15:46] So, it's 20 by 15, and we need to uh get a proposal put together for her.
[15:56] I do kind of want to be fair because I feel bad for her, and she's a friend.
[15:57] So, keep that in mind.
[16:00] But, this is going to be uh a cedar fence, 6 ft tall.
[16:02] And so, I could say something like that, right?
[16:04] And I could send it off.
[16:06] And Claude isn't just going to guess now.
[16:08] It has my skill in its
[16:13] to guess now.
[16:13] It has my skill in its database that we just created.
[16:15] And so, database that we just created.
[16:15] And so, now it's looking for all of its skills,
[16:17] and it's saying, "Let me load the
[16:18] handyman proposal skill first to make sure this comes out right."
[16:20] And what you're going to notice is it's going to
[16:22] create a document in the exact same
[16:23] format that those example documents were
[16:24] created in because we just created that
[16:26] automation together live.
[16:28] And within 60 seconds, it generated that proposal for me.
[16:31] So, now I can click into this proposal and see what it generated.
[16:32] You can customize this in any way you like.
[16:34] You can have as many pages as you'd like, different colors, different
[16:36] styles, whatever you want.
[16:38] But, we have project proposal prepared for Jenna, Maple Street on March 23rd.
[16:39] We have a project overview.
[16:40] We have the scope of work.
[16:42] We have a cost estimate down here.
[16:44] And then we have the timeline, phase one, phase two, phase three, assumptions
[16:47] and notes, and then some terms.
[16:48] And so, this isn't just a thing where you get what you have, and then that's it.
[16:51] Remember, you can edit the skill.
[16:53] You can edit the output of the skill as well.
[16:56] It's all up to you.
[16:59] But, this would be an example of creating a skill from start to finish that takes care of something like proposals for you.
[17:01] And I
[17:14] something like proposals for you.
[17:14] And I just did that very quickly.
[17:16] If I wasn't explaining the process, I could have created that in 5 minutes.
[17:19] The really important thing to understand about this is the more customized your data is to you and your business, the better it's going to be.
[17:27] What you just saw me create was a very general example that anybody could pretty much implement in their business, but what's going to make it actually useful is when you put in things like your hourly rate, your location, so Claude can actually research the live prices, your competitors, so it can see what your competitors are pricing, your actual plans and packages, your tools that you have access to both online and in the physical world.
[17:47] These are the things that will turn your skills and your automations from kind of useful to very useful, and it's pretty simple.
[17:53] Just take an hour and do it once and set it up, and then you're going to be pretty much good to go.
[17:56] All right, time to move on to skill number two in this video.
[17:59] We're going to create another skill together, but we're going to be doing it in a different way.
[18:03] I want to reverse-engineer the process and create a skill after I get the result I want.
[18:09] So, you just saw me create a skill when I wanted a specific result and I had it in my mind of what I wanted, and then I
[18:15] my mind of what I wanted, and then I told Claude to create an automation.
[18:16] told Claude to create an automation around something that didn't even yet exist.
[18:20] What I want to do is create something with Claude.
[18:21] I want to create an interactive analytic dashboard for my YouTube channel using my actual data, so it's not just like fictional fake like could be things.
[18:29] It's going to be something that I can actually use for my business that I'm going to create live, and I'm going to create it first, and then I'm going to create a skill around the process of that.
[18:38] So, every 28 days I can upload my YouTube metrics, and then get something back to me in the exact way that I want it.
[18:45] So, I'm in the back end of my YouTube, and this is actually the real back end of my video content.
[18:50] As you can see, on March 8th I started uploading on YouTube again.
[18:53] I was working on my SaaS company for like 9 months, and it kind of distracted me from YouTube, but now I'm back.
[18:58] And as you can see, the channel is growing exponentially.
[19:01] So, I can actually download this data and show you how I might create a nice interactive dashboard around this.
[19:08] And then I'm going to upload all of that data from my YouTube by hitting add files, uploading that by hitting open.
[19:15] uploading that by hitting open.
[19:17] And then I can type out a quick prompt for the way that I want this interactive dashboard to be created.
[19:20] And so I said, "I want to create an interactive analytics dashboard artifact showing the last 28 days worth of YouTube video data and giving an executive summary up top for the general consensus of this month or the last 28 days worth of data.
[19:32] I want this in a soft brutalism style using blue and neon pink for accent colors."
[19:39] So, I'm giving it the exact style that I want.
[19:40] And I'm telling it that I want an executive summary.
[19:42] I want this to be an interactive analytics dashboard so I can view my data in a much better way than what YouTube provides.
[19:48] I mean, you saw what that looked like.
[19:50] It's not pretty and it's not fun to go around the YouTube dashboard.
[19:53] So, I want to be able to come in here, upload my documents, and then create nice dashboards with them.
[19:58] And then I say, "I'm going to share this with my team so make sure it's a comprehensive overview."
[20:02] Then I'll say, "Let's go."
[20:05] And remember, I'm not creating a skill right now.
[20:08] I'm just getting a result.
[20:10] And then I'm going to reverse engineer the process and ask Claude, "How did you get that result?
[20:13] Let's create a skill around that."
[20:15] And so anytime I upload analytics, it can
[20:17] so anytime I upload analytics, it can use that exact style. I don't even have
[20:19] use that exact style. I don't even have to type out a prompt. I can just upload
[20:21] to type out a prompt. I can just upload the file, hit send, and go on about my
[20:22] the file, hit send, and go on about my day. Okay, and so Claude just got done
[20:25] day. Okay, and so Claude just got done creating my dashboard. It took about 5
[20:27] creating my dashboard. It took about 5 minutes. And that's okay, right? It took
[20:30] minutes. And that's okay, right? It took kind of a while, but it had to do this
[20:31] kind of a while, but it had to do this from the ground up. So, let's check it
[20:32] from the ground up. So, let's check it out. Let's see what it created for us.
[20:34] out. Let's see what it created for us. I'm going to open this up. Remember,
[20:36] I'm going to open this up. Remember, this used my YouTube analytics. It has
[20:38] this used my YouTube analytics. It has this nice neon pink style. And it shows
[20:41] this nice neon pink style. And it shows my 28-day
[20:42] my 28-day ch- uh channel performance. And this is
[20:44] ch- uh channel performance. And this is actual data from my YouTube. So, this is
[20:45] actual data from my YouTube. So, this is very cool. And remember, I said I wanted
[20:47] very cool. And remember, I said I wanted an interactive dashboard. And take a
[20:49] an interactive dashboard. And take a look at this. Come on. If I click these
[20:51] look at this. Come on. If I click these tabs, it changes what is actually being
[20:53] tabs, it changes what is actually being shown here. So, video performance,
[20:55] shown here. So, video performance, click-through rate by video, growth and
[20:57] click-through rate by video, growth and revenue.
[20:59] revenue. Oh, jeez. I mean, come on. How could you
[21:01] Oh, jeez. I mean, come on. How could you not How could you not think this thing
[21:02] not How could you not think this thing is the coolest dashboard ever? Isn't
[21:04] is the coolest dashboard ever? Isn't this so much more fun to look at than
[21:05] this so much more fun to look at than that boring YouTube video dashboard? And
[21:07] that boring YouTube video dashboard? And this is just off of one prompt, no
[21:09] this is just off of one prompt, no editing. This is what happens when I
[21:10] editing. This is what happens when I just start uploading, obviously. But, um
[21:13] just start uploading, obviously. But, um we have nice interactive dashboard with
[21:14] we have nice interactive dashboard with these charts and very simple stuff, but
[21:18] these charts and very simple stuff, but very powerful.
[21:19] very powerful. And it's just the way that I like
[21:20] And it's just the way that I like viewing my stuff. That's why I'm
[21:22] viewing my stuff. That's why I'm creating my own custom analytics
[21:24] creating my own custom analytics dashboard in Claude. I can go to video
[21:25] dashboard in Claude. I can go to video performance and see completely other
[21:27] performance and see completely other tasks, as well. We have watch time per
[21:30] tasks, as well. We have watch time per video,
[21:31] video, uh very cool.
[21:32] uh very cool. How do we create an automation around
[21:34] How do we create an automation around this? I could keep editing this, but I
[21:35] this? I could keep editing this, but I actually love the way that this looks
[21:36] actually love the way that this looks right now. So, if you're going to
[21:38] right now. So, if you're going to reverse engineer a skill, here's a
[21:40] reverse engineer a skill, here's a follow-up prompt that you might want to
[21:41] follow-up prompt that you might want to type. I said, "Okay, this looks
[21:43] type. I said, "Okay, this looks beautiful. Now, what I want you to do is
[21:44] beautiful. Now, what I want you to do is create a skill using the skill creator
[21:46] create a skill using the skill creator in the and the DBS framework that
[21:48] in the and the DBS framework that creates these dashboards every single
[21:49] creates these dashboards every single time I upload my YouTube analytics as
[21:52] time I upload my YouTube analytics as that zip file you just saw." I say, "I
[21:54] that zip file you just saw." I say, "I really like the exact way this dashboard
[21:56] really like the exact way this dashboard turned out, so ensure that we can get
[21:58] turned out, so ensure that we can get consistent results when using this
[21:59] consistent results when using this skill, because I want to be able to
[22:00] skill, because I want to be able to generate it in the exact same format
[22:02] generate it in the exact same format with the exact same tabs, fonts, colors,
[22:03] with the exact same tabs, fonts, colors, and everything you just used in this
[22:05] and everything you just used in this artifact here. So, anytime I upload my
[22:07] artifact here. So, anytime I upload my YouTube analytics, I want to do just
[22:08] YouTube analytics, I want to do just that. Let's create the automation that
[22:10] that. Let's create the automation that does that." So, I'm reverse engineering
[22:11] does that." So, I'm reverse engineering it. I got my result. Now, I'm telling
[22:13] it. I got my result. Now, I'm telling Claude to look at what it did, create an
[22:14] Claude to look at what it did, create an automation that can create these exact
[22:17] automation that can create these exact dashboards anytime I upload this type of
[22:20] dashboards anytime I upload this type of file. So, every 28 days I can come in
[22:22] file. So, every 28 days I can come in here, upload my file, and now I can go
[22:24] here, upload my file, and now I can go here and I can download it in my folder.
[22:26] here and I can download it in my folder. It's on my computer since I'm using
[22:28] It's on my computer since I'm using Co-work. If I'm using Claude.ai, I can
[22:31] Co-work. If I'm using Claude.ai, I can download it as a public link and share
[22:32] download it as a public link and share it. Uh I can do whatever. So, I'm going
[22:35] it. Uh I can do whatever. So, I'm going to send this off, and now Claude is
[22:36] to send this off, and now Claude is going to create the skill in the exact
[22:38] going to create the skill in the exact same way that it created the skill for
[22:41] same way that it created the skill for my proposal generator, except it's using
[22:43] my proposal generator, except it's using this as a reference rather than trying
[22:44] this as a reference rather than trying to create something before it creates
[22:47] to create something before it creates the skill. It has the asset. Now, it
[22:49] the skill. It has the asset. Now, it just needs to create the skill around
[22:50] just needs to create the skill around that. And like I said, just like before,
[22:52] that. And like I said, just like before, it's going through the step-by-step
[22:54] it's going through the step-by-step process, and again, it's running test
[22:56] process, and again, it's running test cases to verify. Claude is going to
[22:57] cases to verify. Claude is going to ensure that it gets it right every time
[22:59] ensure that it gets it right every time when creating the automation. So, it's
[23:00] when creating the automation. So, it's still going to run those tests and
[23:02] still going to run those tests and create the evaluations for you to
[23:04] create the evaluations for you to approve, reject, give feedback to, and
[23:06] approve, reject, give feedback to, and so on. And so, just like that, it
[23:08] so on. And so, just like that, it created our YouTube analytics skill with
[23:10] created our YouTube analytics skill with dashboard spec, data processing, which
[23:12] dashboard spec, data processing, which is how Claude processes chart data,
[23:14] is how Claude processes chart data, table data. So, Claude went through a
[23:16] table data. So, Claude went through a process to create that
[23:18] process to create that interactive dashboard that you saw,
[23:19] interactive dashboard that you saw, right? It didn't just spawn it in out of
[23:21] right? It didn't just spawn it in out of nowhere. It did something in its mind,
[23:23] nowhere. It did something in its mind, or I guess you can't really call it a
[23:25] or I guess you can't really call it a mind, but it feels like a mind. It did
[23:27] mind, but it feels like a mind. It did something uh in its processing that
[23:30] something uh in its processing that created the charts in that way. And so,
[23:32] created the charts in that way. And so, now it had to think backwards and think,
[23:33] now it had to think backwards and think, "Okay, how did I do that?" And then it
[23:34] "Okay, how did I do that?" And then it created files on how it did do that,
[23:37] created files on how it did do that, which is amazing. And so, it gave us our
[23:38] which is amazing. And so, it gave us our direction, it gave us our blueprints,
[23:40] direction, it gave us our blueprints, and that's all we really needed in order
[23:42] and that's all we really needed in order to create that skill, which is
[23:44] to create that skill, which is beautiful. So, now I'm going to hit copy
[23:46] beautiful. So, now I'm going to hit copy to my skills, and then I can just go and
[23:48] to my skills, and then I can just go and see if this worked. So, I'm going to
[23:50] see if this worked. So, I'm going to select new task now that it's in my
[23:51] select new task now that it's in my skills, and all I want to do is add
[23:53] skills, and all I want to do is add photos and files, upload that content,
[23:56] photos and files, upload that content, hit open, and hit let's go. I don't even
[23:58] hit open, and hit let's go. I don't even want to type out a prompt. want to see
[24:00] want to type out a prompt. want to see if it can generate this using the skill
[24:03] if it can generate this using the skill without me even talking about it. And it
[24:05] without me even talking about it. And it says, "Let's invoke the YouTube
[24:06] says, "Let's invoke the YouTube analytics skill to handle this." You can
[24:08] analytics skill to handle this." You can see the progress over here on the right.
[24:09] see the progress over here on the right. That's why we use Cohere Work. And if we
[24:11] That's why we use Cohere Work. And if we go to the YouTube analytics skill and we
[24:12] go to the YouTube analytics skill and we open that up, as you can see, we just
[24:14] open that up, as you can see, we just have references in here, but we could
[24:15] have references in here, but we could probably create a script that creates
[24:17] probably create a script that creates the dashboard, so Claude doesn't have to
[24:19] the dashboard, so Claude doesn't have to create it from the ground up and use up
[24:21] create it from the ground up and use up all of these tokens every time. So, it
[24:22] all of these tokens every time. So, it can just instantly, within 5 seconds,
[24:25] can just instantly, within 5 seconds, spawn in the dashboard. It doesn't even
[24:26] spawn in the dashboard. It doesn't even need to think. And so, this time it was
[24:28] need to think. And so, this time it was a lot quicker because it already knew
[24:29] a lot quicker because it already knew how to analyze the data, it already knew
[24:31] how to analyze the data, it already knew how to do everything. And now it says,
[24:33] how to do everything. And now it says, "View your analytics dashboard. It's
[24:34] "View your analytics dashboard. It's ready." So, when I click it, it should
[24:35] ready." So, when I click it, it should be in that exact same style. And as you
[24:37] be in that exact same style. And as you can see, it is in that exact same style.
[24:40] can see, it is in that exact same style. We have all of the cards, we have these
[24:42] We have all of the cards, we have these tabs here with the interactive graphs
[24:44] tabs here with the interactive graphs and everything we need. All I did,
[24:46] and everything we need. All I did, remember, was uploaded my YouTube
[24:48] remember, was uploaded my YouTube analytics. Now, every 28 days I can come
[24:50] analytics. Now, every 28 days I can come in here, throw in my YouTube analytics,
[24:52] in here, throw in my YouTube analytics, and then it will just use the YouTube
[24:54] and then it will just use the YouTube analytics skill and build out the
[24:55] analytics skill and build out the dashboard in the exact way that I wanted
[24:58] dashboard in the exact way that I wanted to build it. Now, let me show you one
[24:59] to build it. Now, let me show you one more example that's going to piece this
[25:01] more example that's going to piece this all together, and I'm going to show you
[25:03] all together, and I'm going to show you this example from a skill that I already
[25:04] this example from a skill that I already have created called call prep. So, I
[25:07] have created called call prep. So, I have a skill that checks my Google
[25:09] have a skill that checks my Google calendar, that checks my CRM, and if I
[25:11] calendar, that checks my CRM, and if I have calls with certain people that are
[25:12] have calls with certain people that are in my CRM, it'll give me notes and
[25:15] in my CRM, it'll give me notes and briefs on what to remember about these
[25:17] briefs on what to remember about these people based on call summaries and notes
[25:20] people based on call summaries and notes that I had with them. So, if I select
[25:22] that I had with them. So, if I select call prep and I say tomorrow,
[25:27] call prep and I say tomorrow, this is going to run through that
[25:28] this is going to run through that step-by-step process of getting the date
[25:30] step-by-step process of getting the date for tomorrow, checking to see who I have
[25:32] for tomorrow, checking to see who I have calls with, and then grabbing notes
[25:34] calls with, and then grabbing notes about those people from my CRM and
[25:36] about those people from my CRM and Notion. So, this is using Google
[25:37] Notion. So, this is using Google Calendar and Notion. I'm not going to
[25:38] Calendar and Notion. I'm not going to show you how to create this one. I just
[25:40] show you how to create this one. I just want to show you it's possible, and you
[25:41] want to show you it's possible, and you can watch my full skills guide if you
[25:43] can watch my full skills guide if you want to see me create something like
[25:44] want to see me create something like this using connectors and connecting to
[25:46] this using connectors and connecting to actual tools, but this is the idea. I
[25:49] actual tools, but this is the idea. I actually have these real things on my
[25:51] actually have these real things on my calendar, and it's pulling from a real
[25:53] calendar, and it's pulling from a real Notion database. It says I have two
[25:55] Notion database. It says I have two calls tomorrow, Andre Williams at 10:00
[25:57] calls tomorrow, Andre Williams at 10:00 and Michelle Tran at noon. Let me search
[25:58] and Michelle Tran at noon. Let me search the CRM for both. And so, now it's
[26:00] the CRM for both. And so, now it's actually loading in Notion. It fetched
[26:02] actually loading in Notion. It fetched those events from my Google Calendar,
[26:04] those events from my Google Calendar, and now it got matches for both, and now
[26:06] and now it got matches for both, and now it's pulling in the full CRM records.
[26:08] it's pulling in the full CRM records. And remember, all I said was call prep
[26:10] And remember, all I said was call prep tomorrow, and now it's giving me like a
[26:11] tomorrow, and now it's giving me like a daily brief on what I need to be ready
[26:13] daily brief on what I need to be ready for tomorrow. What are these people all
[26:15] for tomorrow. What are these people all about? What are these calls going to be
[26:16] about? What are these calls going to be about? Who are these people based on the
[26:19] about? Who are these people based on the information from the CRM? It says,
[26:21] information from the CRM? It says, "Andre runs a digital agency. You're
[26:24] "Andre runs a digital agency. You're overhauling their project scoping and
[26:25] overhauling their project scoping and client approval workflows because
[26:27] client approval workflows because profitability is getting killed by scope
[26:28] profitability is getting killed by scope creep." And then call with Michelle
[26:30] creep." And then call with Michelle Tran. This is a discovery call. So, I'm
[26:32] Tran. This is a discovery call. So, I'm like, "Okay, I've got a discovery call
[26:33] like, "Okay, I've got a discovery call tomorrow, and I've got somebody who's
[26:35] tomorrow, and I've got somebody who's already with us." And then it gives me
[26:37] already with us." And then it gives me information about the discovery call.
[26:39] information about the discovery call. And uh it says she's already sold on the
[26:41] And uh it says she's already sold on the concept. She just needs to see how it
[26:42] concept. She just needs to see how it maps to her firm.
[26:44] maps to her firm. And you would go about creating that in
[26:45] And you would go about creating that in the exact same way. You could go to the
[26:47] the exact same way. You could go to the customize tab, go to connectors, and
[26:49] customize tab, go to connectors, and then just connect any tool you use, and
[26:52] then just connect any tool you use, and actually create automations with those
[26:53] actually create automations with those tools. So, step one, go to my Google
[26:55] tools. So, step one, go to my Google Drive. Step two, read my Google document
[26:58] Drive. Step two, read my Google document that I have prepared for X Y or Z. Step
[27:01] that I have prepared for X Y or Z. Step three, send that to an email to my
[27:02] three, send that to an email to my business partner. Step four, then you
[27:04] business partner. Step four, then you can keep on going, right? With tool
[27:06] can keep on going, right? With tool connecting and LLM linking and chaining
[27:08] connecting and LLM linking and chaining and doing all of these cool things. They
[27:10] and doing all of these cool things. They have tons of different connectors that
[27:12] have tons of different connectors that you can access in here. They've got like
[27:13] you can access in here. They've got like Mercury, Airtable, Apollo.
[27:17] Mercury, Airtable, Apollo. They've got HubSpot, monday.com, pretty
[27:19] They've got HubSpot, monday.com, pretty much anything you can think of. Okay, so
[27:20] much anything you can think of. Okay, so that's all I have for this video. I hope
[27:22] that's all I have for this video. I hope you enjoyed and I hope you learned how
[27:23] you enjoyed and I hope you learned how to automate tasks using Claude skills. I
[27:26] to automate tasks using Claude skills. I highly recommend everybody starts doing
[27:28] highly recommend everybody starts doing this because this is the new way that
[27:30] this because this is the new way that business is conducted. And if you're not
[27:32] business is conducted. And if you're not doing business like this, if you're not
[27:34] doing business like this, if you're not starting to pick off these low-hanging
[27:35] starting to pick off these low-hanging fruits, then you will be left behind as
[27:38] fruits, then you will be left behind as cliche as it sounds because there are
[27:40] cliche as it sounds because there are people like myself who work a lot less
[27:43] people like myself who work a lot less than some people, but get better
[27:45] than some people, but get better results, and have more time, and make
[27:47] results, and have more time, and make more money. And it all starts with
[27:49] more money. And it all starts with automation and doing it the right way.
[27:51] automation and doing it the right way. And so, when you can start picking off
[27:52] And so, when you can start picking off these little tasks one by one, that's
[27:54] these little tasks one by one, that's when the real benefit happens. And
[27:55] when the real benefit happens. And that's when you really start to learn
[27:57] that's when you really start to learn automation from the ground up. Now, if
[27:58] automation from the ground up. Now, if you want us to help you implement AI in
[28:00] you want us to help you implement AI in your business done for you, we do have
[28:02] your business done for you, we do have an application. Obviously, not everybody
[28:04] an application. Obviously, not everybody gets accepted because we're trying to
[28:06] gets accepted because we're trying to work with business owners that are the
[28:08] work with business owners that are the perfect match, and we can't help
[28:10] perfect match, and we can't help everyone. If we could, that would be
[28:12] everyone. If we could, that would be great, but that's what our AI
[28:13] great, but that's what our AI Foundations community is for, more of a
[28:15] Foundations community is for, more of a self-serve thing. But, if you want more
[28:17] self-serve thing. But, if you want more high-touch stuff, use the application
[28:18] high-touch stuff, use the application down below, and you can apply to see if
[28:21] down below, and you can apply to see if you're a good fit to work with us. But
[28:22] you're a good fit to work with us. But anyway, if you enjoyed this video,
[28:24] anyway, if you enjoyed this video, please drop a like and subscribe. I
[28:26] please drop a like and subscribe. I would highly appreciate it. If you have
[28:27] would highly appreciate it. If you have any questions or you want to see any
[28:28] any questions or you want to see any videos about Claude, leave a comment
[28:29] videos about Claude, leave a comment below. I love seeing those comments
[28:31] below. I love seeing those comments asking me to create content because,
[28:33] asking me to create content because, number one, it motivates me, and number
[28:34] number one, it motivates me, and number two, it tells me what you guys actually
[28:35] two, it tells me what you guys actually want to see. So, I'm not just creating
[28:37] want to see. So, I'm not just creating content aimlessly. With that being said,
[28:39] content aimlessly. With that being said, I'll see you in the next video.