AI Agents & Orchestration

AI Agent Optimization

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.
2026-07-19
  • Claude Cowork (an AI tool for non-tech users) can automate tasks like organizing receipts or drafting emails from unpaid invoices in apps like QuickBooks (accounting software) and Gmail (email service).
  • Unlike Claude Chat (a text-based AI), Claude Cowork can work inside folders on your computer and use your business apps to generate and store files.
  • To start, download the Claude Cowork desktop app, set up a workspace folder (where it will work), and create a Claude MD file (a document that tells it how to interact with you).
  • The tool is designed to be simple, with a clear interface and the ability to toggle between chat and cowork modes.
2026-07-16
  • AI agents (AI tools that work independently to complete tasks) are expected to create 170 million new jobs by 2030, focusing on building and managing these agents.
  • AI agents differ from chatbots (AI tools that only respond to direct questions) by performing full workflows, diagnosing problems, assembling plans, taking action, and assessing their work.
  • To determine if a task is suitable for an AI agent, use the "rule of R": check if the task is repetitive, rule-based, and offers a return on the time invested to build the agent.
  • When building an AI agent, start by defining a specific outcome (the goal you want the agent to achieve) and provide a clear "definition of done" (specific, measurable instructions to know if the task is completed).
2026-07-13
  • AI (Artificial Intelligence) tools are making it easier for non-technical people to build solutions, like having a team of smart interns helping you solve problems.
  • AI is changing the way business teams, like sales and marketing, work by making them more like builders, not just users of tools like spreadsheets and PowerPoint.
  • AI is helping businesses understand their data better, making it more reliable and useful for decision-making.
  • AI is also helping to solve real business problems, like understanding how a business is doing and making sure data is accurate and trusted.
2026-07-10
  • An AI agent (a tool that automates tasks) is like a folder containing instructions (what to do), connections to other systems (like email or accounting software), and a trigger (when to start).
  • Unlike a chatbot (which just answers questions), an agent does work for you, like sending reminder emails to clients who haven't paid their invoices.
  • Agents are most useful for recurring tasks, and you can trigger them manually, by a schedule, or by an event.
  • You can build agents using existing AI tools like ChatGPT or Claude (AI programs you might already use).
2026-07-07
  • **Fable 5** (a powerful AI model) can now be integrated into an **agentic operating system** (a system that connects different AI tools and data sources), helping you work faster and smarter.
  • This system uses **unified memory** (a shared space where all your AI tools can access and share information), so tools like **Hermes agent** (an AI assistant) and **Claude** (another AI assistant) can work together seamlessly.
  • **Claude Fable 5 dreaming** (a feature where the AI proactively suggests improvements) can analyze your entire digital life and suggest ways to improve, all in one place.
  • You can access Fable 5 through **API** (a way for different software to talk to each other) using tools like **Hermes agent**, which offers extra benefits like a model selector for different AI models.
2026-07-04
  • AI models are getting smarter, but business owners aren't seeing big changes because they're not using the tools differently, not because the tools aren't powerful enough.
  • The real issue is that people aren't thinking deeply about their business problems before using AI, leading to generic, unhelpful answers.
  • AI tools like ChatGPT (a popular AI chatbot) are just prediction machines, not true thinkers, so they can't understand or solve your specific business problems without your input.
  • Focusing on better "prompting" (how you ask the AI questions) or advanced techniques like "loop engineering" (setting up automated processes) won't help if you're not first thinking critically about your business.

Key points

What it is

  • AI Agent Optimization is improving how an AI agent (a system that can plan, use tools, and complete tasks with less human oversight) performs its job.
  • Unlike simple workflows, AI agents are non-deterministic (unpredictable), so optimization focuses on making them reliable despite that randomness.
  • AI agents should be treated as distributed systems (systems that work across multiple devices or locations), with reliable infrastructure supporting them.
  • Observability (the ability to monitor what an agent does internally) is crucial, and control planes (a central management system) are emerging as a foundation layer.

How to use it

  • Start by giving the AI agent clear instructions, just as you would tell a new employee, and build a skill (a reusable set of instructions and tools) first.
  • Use a three-step process: write down the task, grant tool access, and teach the agent by iterating (acting, checking results, and repeating).
  • Build an information hierarchy (a structured set of files or notes) to make your agent smarter over time, and use it to keep your agent model-agnostic (able to work with different AI models).
  • Match the right intelligence (AI model) to the right task using multiple agents, and use tools like Graphify (a tool that creates relational graphs of code or files) to help the AI understand connections.

Watch out for

  • Avoid creating skills too early, as they can save and repeat mistakes faster.
  • Keep sessions focused with one task per session, and start fresh often to prevent the AI from losing track of earlier instructions.
  • Don't default to expensive models for every task; use cheaper models for simple work and smarter ones for complex reasoning.
  • When you get bland generic answers, explore configuration options before rewriting instructions repeatedly.

Tools named

  • Graphify (a tool that creates relational graphs of code or files), Claude Code (an AI assistant for coding tasks), ChatGPT (a conversational AI model)

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

AI Agent Optimization is the process of improving how an AI agent (a system that can plan, use tools, and complete tasks with less human oversight) performs its job. Unlike simple workflows that are deterministic (same input always gives the same output), AI agents are non-deterministic, so optimization focuses on making them reliable despite that randomness.

A key principle is that AI agents should be treated as distributed systems. Models are stochastic (unpredictable), but the infrastructure supporting them must be deterministic. Reliability is increasingly an infrastructure problem, meaning better systems, not better prompts, will win the future. Observability (the ability to monitor what an agent does internally) is mandatory, and control planes are emerging as a foundation layer.

One important optimization is increasing the speed of understanding, not just the speed to outcome. Generating a fast output is useless if it doesn't match what the user actually wanted. You also need an evaluation suite (a set of test cases) that includes edge cases, so you can run the agent against known difficult scenarios and see exactly where it fails.

Rather than building overly complex agents, focus on building blocks like skills, plugins, and standard operating procedures that your agents can use. Know when you need an agent versus a simple deterministic workflow. Start by solving a real problem and understanding the process before adding AI. Then, build tools that do one thing well and review what the AI produces, because your ability to specify and verify is often the real bottleneck.

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

To optimize an AI agent (a tool that performs tasks independently), start by giving it clear instructions. Open Claude Code or ChatGPT and describe exactly what you want, just as you would tell a new employee. Don’t build a full agent immediately; instead, build a skill (a reusable set of instructions and tools). One plugin can construct this in about 10 minutes.

Use a three-step process. Step one is instructions: write down the task, like “Find trending AI startups.” Step two is granting tool access, such as web search or file reading. Step three is teaching your agent by iterating—if the first result isn’t right, adjust your prompt without starting over. This creates an agentic loop (the cycle of acting, checking results, and repeating).

To make your agent smarter over time, build an information hierarchy (a structured set of files or notes). You don’t build agents from scratch; you build the information that the AI reads. Claude reads your hierarchy, and if you switch to ChatGPT tomorrow, ChatGPT reads the same material. This keeps your agent smarter forever.

Avoid creating skills too early. Premature skills save both good process and bad mistakes, repeating errors faster. Use a four-step loop: define, test, refine, then save. Skip the first two steps only after confirming the skill works.

For efficiency, match the right intelligence to the right task using multiple agents. Run a cheaper model for simple work and a smarter one for complex reasoning—this can cut costs by 50%. Use Graphify (a tool that creates relational graphs of code or files) to help the AI understand connections and work more cheaply and intelligently.

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Lesson 3: Best practices and pitfalls

# AI Agent Optimization: Pitfalls, Mistakes, and Best Practices

Most beginners jump straight to building agents (AI systems that act autonomously) without realizing the common pitfalls. The biggest mistake is creating skills (reusable instructions for AI) too early. As one expert notes, "They don't just save your process, they save your mistakes and repeat them faster every time." Wait until you've refined your workflow before saving it.

Another frequent error is letting sessions run too long. After about 40 tool calls and back-and-forth exchanges, AI starts losing track of earlier instructions. The best practice is simple: keep sessions focused with one task per session, and start fresh often. Claude Code offers a compact command to compress conversation history, but starting new chats remains the gold standard.

Many users also default to expensive models for every task. Matching "the right intelligence to the right task" saves significant money once dialed in. You might run Claude for complex reasoning and a cheaper model for simple classification.

Perhaps the most overlooked optimization is building information hierarchies (structured knowledge documents) rather than building agents directly. As one creator explains, "You don't build agents. You build the information that they read. The agent is just whatever AI you point at your information hierarchy." Create detailed documents about your processes, goals, and preferences, then point any AI at them. This makes your system model-agnostic—switch from Claude to ChatGPT tomorrow and your hierarchy still works.

Finally, when you get bland generic answers, the problem usually isn't your prompt or the tool—it's a setting you haven't touched. Explore configuration options before rewriting instructions repeatedly.

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