AI Agents & Orchestration

AI Agent Automation

Last updated 2026-07-28

What's new

2026-07-28
  • Claude Opus 5 (a new AI model) can create detailed, professional spreadsheets in Excel, like turning Nvidia's annual report into a financial model with forecasts and charts.
  • A free AI agents cheat sheet from HubSpot and Futuredia helps beginners choose and use AI agents (automated AI tools) for tasks like competitor research or organizing files.
  • To use Claude (an AI model) with Excel, install the Claude extension (a small program that adds features) to let Claude control and edit your spreadsheet.
  • Claude can also search the internet for information, like rumors about the Anthropic IPO (when a company first sells stock to the public), and add it to your spreadsheet.
2026-07-25
  • Lyft has developed a customer support AI agent (a computer program that mimics human conversation to help customers) and emphasizes rigorous offline and online evaluations to ensure its performance before and after launch.
  • Their offline evaluation involves simulated multi-turn conversations using synthetic data (fake but realistic data) and a language model (LM) judge to assess interactions, aiming to prevent using live users as test data.
  • Online evaluations include tracing tools to monitor the AI agent's actions, an online grader to evaluate its performance, and a human-in-the-loop process to analyze errors and improve the agent continuously.
  • They highlight common evaluation failures, such as creating meaningless scores, having unreliable LM judges, and lacking mechanisms to catch performance regressions (when the AI agent starts performing worse) in production.
2026-07-13
  • Claude Code (a tool for building AI-powered automations) lets you work with local files and online services like Gmail, Slack, or a CRM (customer relationship management system), making it more powerful than Claude Chat (a simple AI chatbot).
  • Claude Code uses the same AI models (like Opus, Sonnet, or Haiku) as Claude Chat, but adds extra features for working with files and online services.
  • Claude Code is like an AI harness (a tool that helps you use AI models), which sits between the AI model (the engine) and you (the driver), helping you build automations and agents (AI systems that can do tasks for you).
  • The instructor, Nate, uses Claude Code to build and manage multiple businesses, showing how one person can do the work of a team with AI.
2026-07-10
  • Hermes Agent (a powerful AI tool that can act like a full-time employee) works best with the Opus model (a specific AI model that's very reliable but expensive), but ChatGPT (a popular AI chat service) and GLM 5.2 (a cheaper AI model) are also options.
  • To avoid downtime, run at least two Hermes agents simultaneously, using different AI models or accounts, so they can monitor and fix each other if one fails.
  • You can create new Hermes agents (called "profiles") either by asking an existing agent to set one up for you or by using the Hermes dashboard.
  • If you're running a serious business, consider investing in the Opus model for Hermes Agent, as it's the most reliable for completing tasks.
2026-07-07
  • AI is replacing some jobs, like designers and coders, and even big companies like Proctor and Gamble are cutting jobs due to AI.
  • Social media management is easy to learn (low barrier of entry) but AI is already doing much of the work, so it's not very defensible or highly profitable.
  • Public speaking is hard to learn (high barrier of entry) but very profitable and defensible against AI, as humans connect better with other humans.
  • Trades like plumbing and electric work are in demand, hard to learn, and defensible against AI, but profitability is capped because you're selling your time.
2026-06-25
  • AI tools and their uses change rapidly, so focus on understanding the underlying skills to adapt to new tools and trends, like moving from simple automations to advanced AI agents.
  • Many companies use AI but struggle to implement it effectively, creating an opportunity for AI consultants (experts who identify problems and create solutions) to step in and help.
  • You can become an AI consultant by either working independently with multiple businesses or joining a single company as their in-house AI expert, depending on your preferences.
  • The AI consulting market is growing quickly, with a projected value of $64 billion by 2028, and many companies are actively seeking skilled consultants to improve their AI projects.
2026-06-19
  • AI tools like ChatGPT (a chatbot that uses AI to talk to you) and Claude (a similar AI chatbot) are getting smarter, so you can just ask for what you want in plain English instead of using complicated tricks.
  • Skills (special instructions for AI tools) are becoming more important and can automatically combine to help you do tasks better.
  • In AI image tools like Midjourney (a program that creates images from text), you no longer need to use special codes or tricks; just describe what you want in plain English.
  • AI coding tools like Claude Code (a coding assistant) and Codex (another coding AI) are improving, so you can just talk to them naturally instead of mentioning specific files all the time.
2026-06-13
  • Anthropic (a company that makes AI tools) released a new AI model called Claude Mythos, also known as Fable 5, which is considered the most powerful AI model in the world for most tasks.
  • Fable 5 is exceptionally good at using tools, spatial reasoning, and creating visually oriented content, such as recreating a full presentation deck or designing a mobile app with just a few prompts.
  • The new model can build and run web and mobile apps, like a simple Minecraft game, by using other online services (like Daytona for creating a safe testing environment and Convex for managing data) with minimal input from the user.
  • The creator demonstrated building a functional notes app, similar to an existing app called Lovable, in just two prompts, showcasing the model's ability to quickly generate and improve upon complex designs.
2026-06-04
  • OpenAI is merging Codex (an AI that can control your computer) with ChatGPT (their popular chatbot) into one unified app so you don’t have to pick which tool to use.
  • Your AI “agents” (smart programs that work for you) will soon run constantly in the cloud, completing goals like preparing reports even while you sleep.
  • New features like the `/goal` command let you tell the AI a final result you want, and it will keep working on its own until that goal is done.
  • Your AI can now access your email, calendar, and messages to understand your goals, then start helpful tasks in the background that may surprise you with their usefulness.
2026-06-03
  • Codex (AI software for your computer desktop) flips how it works: instead of you pasting files into ChatGPT, the AI reads your files directly and thinks clearer.
  • Set up three things: where work lives (chat or folder), how deep the AI thinks (quick or deep), and permission level (approval-required or fully independent).
  • Use model 5.5, then set reasoning: low is quick and saves monthly usage, extra-high is slower but sharper for your hardest, most detailed problems.
  • The interface looks nearly identical to ChatGPT, so if you know browser ChatGPT, you'll feel comfortable in Codex—just a few new settings to configure upfront.

Key points

What it is

  • AI agent automation is like telling a construction crew what to build instead of laying every rail yourself. It's a shift from traditional automation.
  • True AI agents can make decisions, use tools, and adjust based on context, but they're harder to control and more likely to break.
  • Most business automations don't need AI; around 50% can be simple, no-AI solutions called deterministic workflows (steps that always produce the same result).
  • Agent automation lets you scale complex, decision-making tasks, but you must master the boring fundamentals first.

How to use it

  • Start with workflows (the step-by-step sequence of actions), not with AI itself. Learn the automation fundamentals first.
  • Build an agentic workflow (a system where you give an outcome, not just steps, and it figures out the process). For example, configure a Gemini agent to research AI developments and deliver insights for your business.
  • Grab an AI agent in your n8n instance and configure what it looks at. Provide a knowledge base (the information source the agent uses) and custom actions.
  • Start simple, solve a real problem, and extend the functionality as your project grows. Test your automation on yourself first, then ask clients if they know other business owners who need help.

Watch out for

  • Most beginners jump straight into AI agents, but that is a common pitfall. You cannot build good agents until you understand workflows.
  • Overcomplicating the design. You can add features gradually; agents can eventually hire other agents or set goals without human input.
  • When you do build an agent, structure its output carefully. For example, when you build a voice agent that calls leads, tell it to pull structured data (organized fields like "past experience") so downstream steps are reliable.
  • AI agents are powerful, but they are overused. Start with the simple path, validate with real users, and only escalate to agentic workflows when the problem truly demands it.

Tools named

  • n8n (a drag-and-drop tool for connecting apps), Gemini (an AI assistant), custom GPTs (custom AI assistants), Gemini Gems (custom AI assistants)

Lesson 1: What is AI Agent Automation and why it matters

AI Agent Automation is a shift from traditional automation, which is like building a train track by hand—you lay every rail and connection yourself. With agentic workflows (systems that figure out steps on their own), you just tell a construction crew the outcome you want, and they decide how to build the track. Instead of giving a fixed flow, you give an outcome, and the agent figures out the steps.

This matters for AI development because most business automations don't need AI at all—around 50% can be simple, no-AI solutions. For more complex tasks, you might add a small AI step, like at the beginning or end. True AI agents are the top layer: they can make decisions, reference memory, use tools, and adjust based on context. They are powerful, but they are also harder to control and more likely to break. The real skill isn't coding; it's designing what agents should do and where they should be proactive.

Within a few years, half of companies using generative AI (AI that creates new content) will deploy agentic systems. The key is to be a problem solver, not just an agent builder. Most of what businesses need can be done with simple, predictable automations—called deterministic workflows (steps that always produce the same result). These beat AI agents nine times out of ten. So, agent automation matters because it lets you scale complex, decision-making tasks, but you must master the boring fundamentals first to spot when an agent makes a bad choice.

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Lesson 2: How to use AI Agent Automation: step-by-step

To build your first AI agent automation, start with workflows (the step-by-step sequence of actions), not with AI itself. Most beginners skip this and try to build agents first, but you cannot build good agents until you understand how workflows actually function. Learn the automation fundamentals first.

Once you understand workflows, build an agentic workflow (a system where you give an outcome, not just steps, and it figures out the process). For example, configure a Gemini agent to run every morning at 7 a.m. to research AI developments and deliver insights for your business. You give the agent the outcome you want, and it decides the steps.

To do this, grab an AI agent in your n8n instance and configure what it looks at. Provide a knowledge base (the information source the agent uses) and custom actions. A practical example: point the agent at a website, give it a prompt like "can you help me create a prompt for my business," and have it produce a daily digest of AI news.

The key is becoming a problem solver, not just an agent builder. Start simple, solve a real problem, and extend the functionality as your project grows. Like one creator who built an AI news digest agent and a company researcher, then extended them to more tasks.

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Lesson 3: Best practices and pitfalls

Most beginners jump straight into AI agents, but that is a common pitfall. You cannot build good agents until you understand workflows. A workflow (a fixed sequence of steps) is often all you need; deterministic workflows beat AI agents nine times out of ten. In fact, about half of all business automations require no AI at all. Start with simple, boring automations before adding AI or agentic layers.

When you do build an agent (an AI that figures out steps to achieve an outcome), structure its output carefully. For example, when you build a voice agent that calls leads, tell it to pull structured data (organized fields like "past experience") so downstream steps are reliable. Increase complexity only as your project grows—like extending an existing agent that already works.

Another mistake is overcomplicating the design. You can add features gradually; agents can eventually hire other agents or set goals without human input. But to get there, focus on being a problem solver, not an AI agent builder. Test your automation on yourself first, then ask clients if they know other business owners who need help. Keep your designs maintainable by creating documentation so others can understand what you built.

Use tools like custom GPTs or Gemini Gems (custom AI assistants) for quick wins. Remember: most of the stuff businesses need are simple automations. AI agents are powerful, but they are overused. Start with the simple path, validate with real users, and only escalate to agentic workflows when the problem truly demands it.

Sources