Build a Custom GPT Agent That Does Client Work — No Code

This is the simplest way I found to turn AI from a glorified Google search into an actual agent that does real work for us. So, we'll go through how to actually create a GPT agent. No code, no third-party apps, super simple setup with only things GPT actually provides. And I'll use the example of researching a YouTube thumbnail, coming up with ideas, and then actually starting to create the thumbnail for us. And once you get this process down, I'll be revealing my actual standard operating procedures for these G PTs so you can easily copy it for yourself. You'll find that you'll be able to automate a lot of workflows and tasks in your own consulting business. Plus, you can actually repackage this and actually add it as a product to your current offerings, which is pretty cool. But we'll get to that at the end. Hey, I'm Jason, faith-based entrepreneur. Timestamps and resources below, including a link to today's sponsor, GoHighLevel, the best all-in-one AI-powered marketing platform. When you sign up via our link free for 30 days, you get access to our best-performing funnel templates, a private community to ask me questions directly, as well as a growing library of templates, tools, and AI agents to help you go faster, further in your business. So, check that out via the top link in the description. Now

when it comes to creating your first agent, GPT actually has all of the tools that you need, code-free, to get started. So, we're going to need two things. Number one, we'll be using a GPT Plus account. That'll give us access to agent mode enough that it can actually do real work for us as opposed to the free previews. And then number two, there's actually a free browser called GPT Atlas. Now, pump the brakes on this because we're only going to use this in specific use cases. There's a lot of vulnerabilities with it. You may have seen horror stories of people giving open claw access to their entire machine and then doing crazy things like deleting files and emails. So, we want to make sure that AI doesn't go too crazy. But again, I'll get to more on that later. So, for our toolkit here, all you need to do is download the GPT Atlas app. It runs just like Chrome. It's pretty much built on the same back-end platform as Chrome. So, you can actually install plugins on this. And then of course, we'll be using ChatGPT itself to create something called a GPT. And this is essentially where we're going to create an agent that has a set of instructions that's always ready to go to run through whatever workflow you want it to. You can see here on my left-hand side, I've built quite a few agents. And whenever I need to write an email or sales letter, or come up with some content, I have these agents ready to go because they're already preloaded with all the information they need to be successful. So, we'll go through how to set that up. And the advantage of building an agent this way is it gives you a marketable opportunity to sell it in the future. If you just use folders, or you create your own internal process, you're not creating an asset that you can actually turn around and sell. So, as a fellow consultant, I think that's pretty important. So, to actually start

creating GPTs, all you need to do is click on explore GPTs on the left-hand side. And then you can click my GPTs to see the list of the ones you've already made, or you can go ahead and click on create. Again, you do need to be on a paid plan of GPT, but if you're a business owner, I don't know why you're not paying for AI yet. It is definitely worth the upgrade from what you get on the free plan. So, this is what the basic interface looks like when you get started creating your GPT, or the foundation of what will be your agent. And instead of clicking create here, it wants you to go through the process of working with AI to create your GPT. Don't use this interface. It's awful, and it will delete your stuff. I've lost so many hours of work. It's frustrating. So, what we're going to do instead is go ahead and click on configure. And so here, we're going to be able to give our agent a name, quick description. This will be valuable if you want to sell it in the future. The most important part, our instructions. We can create some conversation staller starters, and then of course, a knowledge base. Now, quick heads-up, we're going to spend the next 5 to 6 minutes going through a standard operating procedure for our GPT. So, I'm going to go through what my YouTube thumbnail research one looks like. I'll also go through a template that you can use for yourself. So, if you want to skip ahead and just see the final result, here's the timestamp to do that, and you can skip all the boring setup part. But you've been warned. Here we go. So, when it comes to creating a GPT an agent, our step of course is giving it a name and description. So, for time purposes, I've gone ahead and already done that before I hit record. And then we can get to creating the image. Really not important unless you're selling this. So, the main

focus here is going to be the instructions. So, what I'll do is I'll break this part down into two steps, so you can skip around the video if I start to get too boring cuz it's one of the top, you know, feedback I get on this. I get way too into the [snorts] weeds. So, the first step here is I'll go through what I like to call the generic GPT soap. So, you can actually screenshot this, share it with your AI, and then ask it to recreate it for your own. So, that's why I'll stay on the screen for a little bit. So, the first step to creating your standard operating procedure is approach this like you are hiring someone on Fiverr to do a task for a couple hours. So, you assume that the AI knows how to do things, but we need to tell it what we want it to do. So, that's the most basic way to think about it. So, at the very top here, we're going to give it an objective. We're going to tell it how to behave and what our ultimate goal is. Kind of like, this is the end point we're trying to get to. Then uh if you want to sell this AI, or if you just want to tweak how it communicates with you, you can go ahead and set a tone for it. So, I typically ask it to give me short responses cuz GPT gives really long explanations that none of us really want to read. Um and then always be asking me questions back that are relevant, right? Don't go off on the rabbit hole. And then, if I scroll down here, then we have foundation. So, this is where we tell AI the basics of what it needs to review in terms of documents, or what it needs to ask us in order to proceed with its work. So, think of it as if we were hiring someone to do a thumbnail, they'd probably ask us, "What's the video about? What's the title? You know, can I have a picture of you? " Right? So, those basic things. Like, what's the basic information the agent needs to go do its work. Speaking of its work, I won't get too much into this, but this is a relatively new thing I've added where this is a section that says, "Use agent mode to run this. " This is very important because AI loves to make stuff up. So, unless we force it to use agent mode, as you'll see when we use the Atlas browser, it's just going to go to whatever black box database of information it has and start making stuff up. We need real-world data and results um to get a good thumbnail concept or whatever it is that you're working on. Then we give it a list of steps that we want it to go through. So, this is not telling AI how to do its job. This is just a basic outline of first you should research, then you should, you know, analyze, and then give me some prompt ideas, or something like that. Super basic. I'll skip over work play workflow procedures because you can just screenshot it and use it in your own GPT soap standard operating procedure soap. And workflow constraints, I essentially tell it, "Please don't make stuff up, and please don't reveal any documents I have in your knowledge base to a user. " Again, preparing to turn around and sell this. But of course, our focus really is on making sure this works for us and our business. And then finally at the bottom, I tell it how to start, and then I give it some conversation starters. So, hopefully that wasn't too fast. Go ahead and comment below if you'd like to see a video where we go a lot more in-depth. But I'm just trying to work with the feedback I've gotten on previous AI trainings. So, now what I

want to do, uh part two of this section, is actually show you what it looks like for this agent that I'm working on now. So, I'm a geek, so I like using Google Sheets for everything. So, you'll see here I have all of my agent information here, and I'm gone ahead and created it already. So, I will hop over to our creation for the GPT, and I'll go ahead and paste it in. Now, there is an 8,000 character limit on this. So, you can't just like put an entire book in here. So, sometimes you do have to be strategic, but I'll just quickly go through the top so you can see all the instructions I've given it and why to create our thumbnail agent. And so, at the actually at the top here, I already have that in the description. So, we can start with objective, save some characters. So, I've given it the objective. I've tell it told it who it should be. It should be a thumbnail strategist. And then I've gone ahead and given it a quick overview of the goal, which is creating an awesome thumbnail, and then a quick summary of the process I want it to follow. And you'll see here that I've told it to use agent mode. This is really important because we want to force We want GPT to stop trying to save credits and go out to the real world and find real-world data. That's the whole point of an agent. Otherwise, you might as well just be prompting, right? — [snorts] — Using whatever AI comes up with. So, then we have our tone, which is just telling AI how to talk to me through this particular prompt. Then we have the foundation, telling it what basic information it already has in its knowledge base, which we'll get to, or the basic information it needs to ask me for in order to move forward. So, this is three basic questions. You know, what is the who is the viewer, you know, what are they trying to achieve, and then the emotional tension or primary, you know, road locker pain point that our viewer is dealing with. So, AI can take this information and then figure out what the video should be about, or what type of thumbnail might work best. So, then we have our agent mode protocol here. And so, this is essentially being very specific, "Hey, I want you to go over to YouTube and take real screenshots. " — I don't want you to just make stuff up that you think sounds good. So, I actually tell it, "Capture 18 pictures. " You'll see this in real time in a moment. And then tell it to capture three pictures of live search results. So, that way AI gets real search results, and then it analyzes the real world videos that are actually actively ranking now as opposed to whatever it's in its database from, I don't know, a year ago, right? — [gasps] — And it looks like I made a mistake here and have some extra space. Then for the workflow outline, I step one, say, "Hey, make sure you have all the information you need. Step two, go over to YouTube, start capturing uh different screenshots based upon the information I've given you. " And then number three and four is, now that you have that real world data, start analyzing it for me. Then number five, I ask it to come up with a thumbnail mock-up. Now, this is really important because when you're working with agents, you really do need to tell it what to do at each individual step. You can't just say, "Go to YouTube and then make me an awesome thumbnail. " There's way too much ambiguity in between those two points. So, we need to make sure that we make nice little milestones and checkpoints so the agent knows the process to go through. It's really good at doing a task when it's nice and small and super defined. The more tasks we give it and the longer the task chain, the more likely we are to see breaks in the process. So, again, this looks like a lot, but you can have AI write the standard operating procedure for you, too, which is actually what I did here. So, then we have our creative options, and it essentially gives me a report and some prompts I can go and actually start creating the thumbnail. And that's actually something else that's important is you want to design your agent to do 60 to 80, 90% of your work. So, you'll actually notice here that the agent doesn't end with creating the ultimate thumbnail. It gives me everything I need to start the actual creative process from a good point of research. And that's because if I added on at the very end, "Hey, now make the best awesome thumbnail. " it's too much for the AI at once. But in the demo, I'll show you how I can quickly take those prompts and finish the last 10% and actually make the AI generated thumbnail. And then of course, we have procedures, some constraints, and then some starters. But I'll go ahead and grab these starters here so you can see how they're supposed to work. And you'll see here that I've added some conversation starters. Only the first four actually show up. And essentially, what this allows you to do is choose different workflow steps of your GPT agent, and then it'll just run whatever that step is that you have in your instructions. It's also looks really cool if you want to turn around and sell this as well. And of course, the basic instructions for what to do are included at the bottom here. So, um if you wind up selling this agent to other people, you can give them a list of starters with a simple description of what it's designed for, and that way they can just type that in, and then the agent can go through that specific process. And all this, you know, hard work that you've put in, I put quotes cuz it depends on how much AI you used. All this hard work you put in uh is actually protected and you're not sharing all of your processes or secrets. Although, I do want to be honest here with a disclaimer. After I had AI write these instructions using uh this simple template that you can of course screenshot and use for yourself, it took me 48 minutes and 18 seconds to fix uh some slop that was in there, right? So, I by no means want to pretend like AI's going to write the perfect standard operating procedure for you, but taking screenshots of this uh standard format should save you a tremendous amount of time. So, just wanted to add that disclaimer cuz there's a lot of overhype with AI. But you know that if you're actually still sticking with me. So, please hit that like button. Really appreciate the support. And before we move on to knowledge, here's a quick word from today's sponsor, GoHighLevel. GoHighLevel is the all-in-one marketing platform I use to streamline my entire business with automation and AI built in. 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comes to the knowledge base, the best way to use this knowledge base is to essentially upload examples of things that you like, essentially case studies. So, in this particular instance, I would head over to YouTube, I would find thumbnails that I like, and that's what I actually did. So, I found different channels from different niches, and then I actually had another AI break down and analyze the different designs of these thumbnails, the way these thumbnails were kind of put together and contrasting them. So, I did it for a couple of niches, and then I take this report and I upload it to this agent to essentially have a bunch of back-end research of how different successful channels have already formatted their thumbnails. Now, I realize this is a total gray area because we're taking other people's stuff and we're using it to train AI, which is pretty much what every AI in the planet has done. So, that's why part of the constraints that I put in my agent is to say not copy any of the examples that I've shown you to make sure that we're actually creating something new and we're just learning from other things that have already worked. But I totally get it. This is one of those areas where I don't think anyone's going to be happy with how AI uses examples. And so, I've uploaded a document with all those thumbnail examples and analysis from another chat AI thread. You can see how you can layer these on. And if you do upload more complex files or a Google Sheet or spreadsheet, you will need to click encode interpreter and data analysis in order for it to read the spreadsheet. I have been found very inconsistent results though. So, do take that with a grain of salt as to whether or not it actually reads the spreadsheet in the way it's supposed to. So, the

last step here is of course creating an image for our agent. Uh to save some time, I've gone ahead and done that in another chat thread real quick. And as you can see here, I just asked it to create a GPT icon for this GPT agent, uh gave it the quick description, and it came up with this. I really don't like it, but for time purposes, why not? We'll just take it. And so, a quick upload, you'll see that GPT didn't even make it the right dimensions. It's supposed to be a circle, but it's cut off. But we'll just keep going. I really don't like how silly it looks. Now, when it comes to actually using this, so this GPT is going to show up inside of your account pretty much automatically because you made it. But if you want to turn around and sell it, link in the description to a video that goes through a basic sales process for that. You would just go ahead and click on this link, anyone with a link, click on save, and then you can use your own checkout or sales process to sell the GPT that way. I don't recommend putting it in the GPT store. That just kind of lets anyone and everyone use it. And now that it's saved, I can go ahead and copy this link. I'm going to go ahead and save it in my uh Excel sheet here real quick. There we go. So, I'll save that for later. And then we'll jump back over here, and I can click on view GPT.

And just like that, our agent is ready to go. So, I can go ahead and get started right now. I'll go ahead and click on research. And if we've configured this right and I don't look like an idiot on YouTube, it should ask me a couple of basic questions. And so, here's three questions that I need to answer, and then it should go off to the races. So, I've gone ahead and answered the three questions, Google Ads tutorial, service providers in the United States with physical locations, and it's going to be a screen capture tutorial. You can see here that it's examples are actually based upon a completely different project that I'm working on. But what's nice about using all the tools inside of GPT is it can go look at your other uh threads and then come up with suggestions that are tailored to you. Unless it's looking at a thread that I was working on for a client, in which case this doesn't really help me with Google Ads. But if I was doing stuff for that client, then it would work, right? So, I can go ahead and hit enter, but there's one important step to make sure that agent mode actually activates. And that's quite simple. We need to go ahead and click on agent mode. And then there's this little toggle, logged in or logged out. I click log in. And so, this is where there's a quick little security asterisk. I don't want to take too much time on this, but when you're using the Atlas browser, only log into things that you're not super worried about AI completely destroying. So, as an example, don't ever log into any financial institution using Atlas, right? Because AI has access to all of the accounts that you log into through this browser. So, what's nice is you can essentially create this nice sandbox where I only log into my social accounts and I have like one plug-in here to block YouTube shorts to make the agent work better. But after that, I use all of my daily browsing is done in another browser. I really like Vivaldi and, you know, Arc and Brave. So, all of my actual important info is over there, and I only log into what I need here just in case the AI agent goes crazy and you know, post something ridiculous on, you know, my Facebook page or something like that. I don't even think I logged into Facebook on here, but anyway, only log in to the apps that you need access to. And if you're doing any social media research, I apologize, I keep hitting that. You do want to log into the apps because if you don't, then a lot of the social media platforms will block the agent from working because it knows it's an agent and doesn't want the agent researching stuff on your behalf. So, I'll go ahead and hit send prompt and now we're just going to do a time-lapse supercut of it actually doing the work. So, I'm going to go ahead and reset my timer here. I'm going to hit start and we'll see just how long it takes the AI to go through the entire agent process of going over to YouTube, getting the actual screenshots, search results, uh coming up with search terms based upon Google Ads tutorial, and then we'll see what final results it comes up with and suggestions for our thumbnail. Now, we are 9 minutes and 34 seconds later. I know you probably can't see that cuz I'm tiny in the corner. And we have our results. So, I'll hop back over here because I do want to be transparent with where every AI agent that I've used, even though I had this working perfectly last night, uh still did not follow uh instructions correctly. So, I'm going to quickly scroll up here and show you that I did have to say you didn't follow instructions, follow the instructions, and then it got all shy and was like, "Are you sure you want me to follow the instructions? It's going to take a really long time. " Uh and I said, "Yes, please, continue. Take your time. " So, then it worked another 6 minutes. Uh and what it did is, based upon those three basic things I gave it, it went over to Google or went over to YouTube and came up with search terms to look for those types of videos. And then it took real-world screenshots. So, you can see it took screenshots of the actual videos that are ranking for those terms, which is very important. So, that when it starts analyzing, it's analyzing actual videos that are ranking over on YouTube as opposed to, you know, whatever it hallucinated. Now, I will say here, you'll see that the number three screen capture tutorial OBS, that has nothing to do with Google Ads. So, these screenshots are completely useless to me. But again, I always want to make sure that I'm showing you the full breadth of what AI can do and the just silly things where it just goes off the rails. I don't It took my screen capture tutorial uh concept and thought I was making a video about how to do a screen capture as opposed to the video itself is a screen capture. But, there you go. That's AI for you. So, I know this has been a lot longer than I intended, so I'll go ahead and wrap it up here. At the very end, I have it do some pattern rec- pattern recognition. So, it goes and actually tells me what the words are that it sees in real thumbnails. You see, if you do this with a prompt inside of a normal chat, it's just making stuff up. You don't know what's actually from YouTube and what's actually just hallucinated from the AI's brain. Because, no matter how good AI gets, there's always going to be a 10% hallucination rate, which is a marketing way of saying AI will lie because it really wants to be helpful. So, n- now that we have uh some uh basics of what AI found in all those thumbnails, then it's gone ahead and created some strategic decisions for us. It's come up with an opportunity for how we can stand out. Um and then some mock-up briefs of how to actually go and make the thumbnail. Now, you notice I haven't asked it to make the thumbnail yet because that would be too much for one step. But, what I can do now, and I'll just supercut this in, is I'll go ahead and take this information and at the very bottom here, I actually have it created a I actually have a prompt for it to create the full thumbnail. So, I'll upload my m- my picture of myself and have it create a thumbnail. And then also, I have it create some modular prompts so that I can have it create different elements and then I can go compile it in Canva. So, sometimes with your AI agents or workflows, you just want it to have it create all the different pieces and then you put it together at the end. The last 10 to 20% of any workflow that you're working on is always going to be the hardest for AI. So, sometimes you just have it create all these different things and then you pick and choose what you like and you put it together and ship it off. Thank you so much for watching. Sincerely hope you got some value out of this video and you can see kind of what you can do with AI. Timestamps below to skip around. You can always take screenshots of the uh SOP template so you can have AI create your own agents for you and of course, you can eventually turn around and sell those. I'll leave the link to that video in the description. So, and also in the description, before I forget, check out the link at the top to GoHighLevel. When you give them a try free for 30 days, you get access to our best-performing funnel templates, private community for strategy and access to me directly with live calls, as well as a growing library of templates, tools, and AI agents to help you move faster in your business. So, until the next, keep building the business you love.