Show Notes
Last week: 9 use cases for AI agents. This week: the actual Grokbot agents Scott runs, by name and role.
The principle: Each agent does one thing. One specialized task. Over and over.
The agents: Simon (chief of staff), Lois Lane (daily brief), Lloyd (email manager), Sue (paralegal), Reed (researcher), Avi (video summarizer), Curtis (bridge to Hermes data), Pat (payroll), Walter (scheduling), Cindy (speaking/PR packages), Bob (developer), Tess (UI review), Stu (shadow bookkeeping), Chuck (IT), Vanessa (graphic designer), Ada (address changes), Pip (Python scripts), Drew (month-end close).
Highlights:
Lloyd filters junk email 5-6x/day, archives "got it" replies, surfaces urgent items
Sue fills PDFs, reviews contracts, prepared entity conversion documents
Curtis has the "secret handshake" with Hermes for internal data access
Vanessa is A/B testing thumbnails against a human designer—and winning
Stu is running shadow books alongside the CPA
Workflow design: Scott is mapping his businesses from scratch—"If I were to design this today with AI built in, how would it look?"
The book: Think First, Then Automate. September 2027. With the publisher now.
The closer: "The winners won't be companies with the most AI agents. They'll be the ones who build the team to be most effective with AI and humans."
Got a business question? Ask Scott here: scotttodd.net/ask
📜 Full Transcript (Click to expand)
Last week, I gave you nine use cases for how my business uses AI. Today, I want to walk you through how I'm using Grokbot. In last week's episode, I mentioned that we use Grokbot and Hermes Agents, and they serve different purposes. Hermes Agent, which runs locally on a computer in my office, is really, really good, and I like it because it gives us protected access to an internal database we have here.
So it routes everything through there. It has all our company data, and it's fantastic in that world. Where it lacked is in interactions with other things. So I wanted to show you some use cases for how I'm using GrokBot and some ways I'm thinking about using it in the future. If you're not familiar with GrokBot, there are tons of videos out there that can walk you through it.
Go check those out. And by the way, welcome to Fix My Business. I'm your host, Scott Todd. I've built multiple seven-figure businesses after leaving my corporate Fortune five hundred job. I was a VP of technology over there, and I started my business ten years ago and now have multiple seven-figure businesses. And I want to help you do the same thing. I want you to build a company that you love. Now, again, Grogbot, you can go look online. They're
There are all kinds of videos. Whatever. I'm not gonna rehash it. If you don't know, it's easy to find out. However, one of the things that I'm doing with Grokbot is really more than just some of the admin work that my team would have done, but some of the admin work that would fall onto my plate- something that I wouldn't give to a human for various reasons. So let me go show you.
What's part of my workflow that's not gonna work. Let me tell you what's part of my Grokbot setup. And if you're listening to this, I'm glad you are. You can also find the video on YouTube so you can actually see it. So if you're looking now, you'll see that, like everybody, I have a chief of staff. So my chief of staff's name is Simon, and Simon says, man, that's where I got Simon from. If Simon says to do it, we do it.
Scott Todd (02:55.358)
So what we have here is Simon, who I route everything through. So Simon's the one I put all the pressure on, and he's the agent who follows up with everybody and makes sure they're doing their job. Next up is Lois Lane. Lois Lane has a sp very specific job. Lois's job is to bring me the daily briefing.
Like everybody, I get a daily briefing. My revenue, what's on my calendar for that day, big things that need my attention, that's Lois Lane, the reporter, the daily brief, that's what that's the only job that that agent does is the daily briefing. Then we have Sue. I'm sorry, then we have Lloyd. So Lloyd over there is my email manager. So basically, what?
Five or six times a day, Lloyd is in my email. And like you, I probably you probably get a lot of junk email. Lloyd's filtering that stuff out, bringing me the things that I want to see, archiving the things that are basically just FYIs for me, or one of my pet peeves is when people will respond back to me, my team, my team. When they respond to me like, " Got it, on it, thumbs up.
It's cool, but it just takes time for someone to click that stuff. And so I'd rather have that in, like, a brief that I look at every couple of hours. And that's what Lloyd does: Lloyd is keeping up with all that stuff. And if something hits my inbox that's urgent or needs my attention, Lloyd is the one who moves it to the top of the list for me to pay attention to. Next up is Sue. And Sue is my paralegal. Now
I'm not using Sue to actually create legal documents, et cetera. But if I'm looking at a contract, I'll feed it into Sue. Sue will break it down for me and say, "Hey, here are the things you should be aware of." Here's what's at risk for you. Here's what happens in these situations. So Sue will do that. Sue does something else for me.
Scott Todd (05:18.657)
Sue also is really, really good. Grockbot is really, really good at filling out PDFs. So I hate filling out PDFs. And somehow, some way I have to fill out PDFs frequently throughout the week. So now Sue is filling out the PDFs. Whether it's property value reports or state records, whatever it is, Sue does it. And somehow, some way it just makes life so much easier. And
It learns from the repetition of how to get these things footed out. So if I have an operating agreement that's going out and we just need to change the names on there, whatever, Sue is the one who just makes it happen. And Sue gets it and just does what you would expect a paralegal to do, right? Not legal advice, not legal advice, but here, just go do some of this stuff. Or how do I do this?
Another example: I have an entity based in a state. I'm in Florida. I have an entity that's based in another state, and I don't want it based in that state anymore. So that process is called a conversion. So now I have Sue, who prepared the documents to convert it back to my home state of Florida. So I've got the conversion documents. I get this nice packet, which, by the way, was a PDF. I get these nice packets of stuff that, here, just print this stuff out and ship it.
And it's easy, right? Like, that's stuff that I would have had to do or had an attorney go do, whatever. Now paralegal sue is to the rescue. Reed is a researcher. It follows the last 30 days' skill. So you can go out and look at what the last 30 days are. It just goes out, brings me news, and brings it back to me, and lets me decipher what I want to track. We have Ari or Avi, sorry, A V I, Avi. And
I want you to think of Avi as the AI agent that will go out and watch videos for me. Now, they're not technically watching videos. Okay. What they're doing is they're going to YouTube, for example, getting the transcript, bringing it back to me, and telling me what I want to know. Like, hey, how do I how like what's what I want to know from this? So these long videos that I want to know, or podcasts that I want to know what the kind of the meat and the potatoes are, but I want to leave off some of the fluff. Avi is the one.
Scott Todd (07:45.55)
That goes and does it. Now, you could go do that, but here's the thing: I don't want you doing that to my content. And I don't want your Lloyd filtering out my emails. So scratch that idea. Put a special rule for me. You gotta promise me here. All right. So we have that. Now, Curtis. Let me talk about Curtis for a minute. You'll see that I have Curtis over here. And Curtis.
Curtis is the agent that connects to the data I have on the Hermes agent. So I mentioned Hermes and the fact that I've got Hermes running certain kinds of business processes for us based on our internal data. But I don't want that data exposed to everybody or all of these other agents. So what I do is I have the ha I have Curtis here.
Who knows how to talk to the Hermes agent. They have the secret handshake. Okay. Like they've got this thing down. Like, yes, we agree, this is what we're doing. So now we have Curtis that interacts with that. So if one of my Grokbot agents needs data that sits in that database, they can go to Curtis and get it. And that's the beauty of Grokbots. It's just how interactive the agents work together.
You give it something, and it will just pass it through to whoever needs it, which is super strong for workflow design, which I'm gonna talk about in a minute. The design of work around it. Okay. So we have Curtis; we have Pat. Pat is learning payroll. So I regularly run payroll through ADP and pay VAs through WISE and PayPal.
Well, Pat is now learning how to do that. I have Walter, who manages my schedule. So when I need dates, when I need options, when my family needs to know, like, hey, when am I available or when's Scott available? They can actually connect with Walter. Cindy does some cool things for me, like speaking for some of the keynote speeches I give, et cetera.
Scott Todd (10:07.96)
Cindy, sometimes I'm asked, "Hey, pull this information" or "pull some publicity pictures." Cindy is the one who can pull all this together and package it based on the content I have. Here's what's being requested by the person who's promoting the event. Here's the content package, and here we go. So Cindy kind of does that stuff for me. Now, like everybody, look, I'm using
I'm using GrokBot, Claude, and OpenAI to do development work. So you'll see I have Bob here, Bob the builder, of course. Bob is designing things, and Tess is reviewing the user interface design. I also have an agent named Gail. Gail is actually retired. See, I've got some retired people here. I'm not gonna go through the retired agents because they really don't; I'm not even using them anymore.
But Gail was a retired agent who was looking at Google Analytics. Then you'll see I have some that are unassigned. The unassigned are basically the ones I haven't put into a category yet, but I have Stu. Stu is doing bookkeeping for me. Look.
Bookkeeping- I hate to break this news to people. Okay. Like, I hate to say this to my CPA. I'm dreading it. My CPA, yeah, I gotta pay them every single year, right? But the work that they're doing for the bookkeeping side, it's not that like AI can do this. So I have Stu that's actually running this right now. And we're not making any changes. We're running shadow books because I want to see what Stu can really do. I want to put it through the paces.
Look, I have a I I I have some pretty complex accounting. I want to see what Stu can do and what it's like to work with it. So we have Stu, who's doing that. I have Chuck. Chuck is doing IT for me. Basically, he's looking at all our computers connected to our network. If something isn't working correctly or we need to change something, Chuck is the one who can do it. Vanessa.
Scott Todd (12:21.927)
Vanessa is our graphic designer.
We give it a prompt of what we're looking for; Vanessa goes out and designs it. Now, on some of the thumbnails that I've been running on one of my YouTube channels, we have been A B testing stuff that was done by a human, stuff that was done by Vanessa, the AI agent, and we do A B testing on it. And guess what? Vanessa's actually winning.
I don't I can't explain why. I personally like the human side of it, but for the thumbnails, Vanessa's winning. So these are little tests I'm running. You'll see that Stu is running a test. Okay. Vanessa is running a test. I have Ada. What does Ada do? Ada,
What does Ada do? So I've got Ada here, and Ada is actually helping me solve a problem that I have in my business. Here's the problem. The problem is that mail is going to an old mailbox. I still pay for that mailbox. I still get mail there. And this has to do with county records, whatever.
So whenever we get mail to that mailbox, we tell Ada. Ada goes back to the county where the properties are located and says Stop, change of address. She's emailing them; she's doing whatever she's got to do. She's filling out the PDFs. She's filling out those PDFs. We're putting that to Ada, and Ada will go in and process them. And we're getting our addresses changed. We're getting it to where it needs to be. Okay. I have PIP.
Scott Todd (14:16.548)
Who's really good at running Python scripts? And I have Drew. What does Drew do? Drew helps in our month-end close process. Okay, so we have agents working within the business, but the key thing is that each agent does a specialized task. They're doing one individual thing. We're not overwhelming them. They do one thing, and they do it.
Well, over and over and over again, which brings us to workplace design and workflow design. You see, over the last couple of weeks, the AI agents, and especially Grockbot, have really made me think like, hey, wait a minute. If I were to go in and map out my business and look, if you learn anything about me, you'll know that I like processes and I like swim lanes. Swim lanes- if you don't know what swim lanes are, you can look at Scott Todd's swim lanes, whatever.
But here's the thing about the swim lanes is that I sit down and I map out the business: who's doing what, who does what, when, and how does it all interconnect? Okay, I'm a big, big believer in these swim lanes because they give you an overall view of the business. Well, I went in and I said, Hey, wait a minute, from my investment business, for example, what if we went in and we looked at it from scratch? No sacred cows, no, no
People that we have to protect. I'm not getting rid of people. I'm just saying if I were to design the business today with the AI built in so it's AI-native, how would that look? Then I can look at this, and we can start mapping out what the AI agents can do in a workflow. So we want to go in there and build the workflow. Now, one of the things
that I think that anybody that's talking about AI on YouTube is doing is I think that where they're messing up, they're messing you up, is most of them, the majority of them, are hyping AI. And as an example, I can point to you where almost every day, as new models come out or new frameworks come out for AI bots, agents,
Scott Todd (16:41.889)
They're like, this is the greatest thing. Tomorrow another one comes out. This is the greatest thing. If you try to build a business based on what all of the AI influencers are telling you, you'll never get any traction because you'll always be chasing the next model. You'll be chasing the next piece. And here's what's important. Number one, instead of jumping into automations, I'm going to encourage you.
To think first, then automate. And in fact, I have a book coming out next year, in September of 2027. It's with the publisher right now. Okay, I get a copy back next week. Think first, then automate. That's the title. That is the title of the book. Think first and automate. It walks you through the framework I've talked about on this channel before for building at scale.
And how we want to think first about what we want to do. We want to build our workflows first, then figure out how to layer technology into them. And it's never about getting rid of humans. It's about this beautiful dance where we interact with technology and leverage it to make humans more effective.
So when I say think first, what I'm doing is as I start to look at how we can redesign, basically disrupt my business with AI agents, is I'm looking at it from a blank slate and saying, if I were to start today, knowing what I know about the automation AI today, how would I design this business?
And how would I design all of the workflows around it? That's what I'm doing. That's where I'm spending my time right now as I'm looking at the business and saying, what could be? And then how do we redesign and reinvent our businesses to leverage this technology of AI agents and AI bots? How do we do this?
Scott Todd (19:01.638)
And it's being mapped out first because I am a strong believer that you have to think first, map out, before you go automate. And yet, all of these people on YouTube, all of the AI influencers, are all about Look at this tool; it's the greatest thing. Let's just build all of these agents. And what you get is a chaotic mess. You have to think this through. And people aren't telling you that. But
Remember, the steady hand at the wheel is what you're looking for, not all the other stuff. All right. So that's what I'm doing. That's how I'm putting it today. That's how we're using AI agents in my business, especially the Grok agents. And I want you to also note that I have a lot of tests. I've got Vanessa, the graphic designer, testing. We're not putting humans out of business.
We're redeploying them to say, hey, how can you move faster? Because look, here's what the future's gonna be. The future is gonna be about speed. It's about all of your people moving faster. AI and technology are gonna help them do that. And I think the winners in the future will not just be the companies with the most AI agents. The winners in the future will be the ones who build the team.
To be the most effective with AI and humans. That's what I'm doing. And I hope you're going to do the same. All right. Glad you're here. If you have a question, head over to scottTodd.net/ask. And I will see you in our next episode.