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AI agents for marketers

Workshop notes and the full setup for a first agent that drafts replies to new leads.

7 min readUpdated

These are the notes from my hands-on workshop on AI agents, with the setup I demo. They’re for marketers and founders who want an agent doing real work without giving up control. Work through them and you’ll understand what an agent is, build a first one that drafts replies to new leads, and set the guardrails that keep it safe.

What’s inside

  1. 01What an agent is
  2. 02Choosing your first agent
  3. 03The setup: a lead-reply agent
  4. 04Guardrails
  5. 05Running and improving it
  6. 06Exercises and next steps
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