Everyday AI Podcast – An AI and ChatGPT Podcast - Ep 867: 2026 LLM Cheat Code: 10 Essential Steps To Get the Most out of Any AI Chatbot (Start Here Series Vol 26)

Episode Date: September 22, 2026

This is the Everyday AI episode we probably shoulda done a while ago.... 👇Because as different as ChatGPT, Gemini, Claude and others actually are under the hood, they have really started to copycat... each other over the past 6 months. Which means we finally have a set of concrete best practices to get the best outputs from any LLM. Join us as we boil thousands of hours of experience into a 30-ish minute crash course that you can't afford to skip out on. 2026 LLM Cheat Code: 10 Essential Steps To Get the Most out of Any AI Chatbot -- An Everyday AI Chat with Jordan Wilson (Start Here Series Vol 26)Newsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageToday's Episode on LinkedIn: Thoughts on this? Join the convo on LinkedIn and connect with other AI leaders.Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:LLM Landscape: Cookie Cutter Model Trends10 Essential Steps for AI ChatbotsChoosing the Right AI Operating SystemSelecting Optimal AI Chatbot SurfacesImportance of Paid AI Chatbot PlansUnderstanding LLM Context Window LayersContext Engineering and Prompt Best PracticesIntegrating Files, Apps, and Company DataAI Chatbot Privacy, Permissions, GovernanceTransparency, Observability, and Reasoning ArtifactsVerification, Iteration, and Workflow AutomationTimestamps:00:00 Keeping up with AI changes03:55 Introduction to AI chatbots essentials09:05 Rapid innovation in AI models13:01 Understanding early AI models14:37 Choosing an AI operating system17:08 Discussing desktop app benefits21:14 Understanding the context layer23:55 Challenges without web search integration28:55 Advancements in CRM connectors32:35 Challenges with AI governance35:13 Importance of observability in workflows37:36 Developing universal AI skillsKeywords: large language model, LLM, AI chatbot, AI operating system, ChatGPT, Claude, Gemini, Copilot, Perplexity, Grok, open models, cheat code for LLM, AI best practices, prompt engineering, context engineering, context window, context layer, reasoning models, generative AI, deterministic vs generative, web search in AI, model selection, paid AI model, free AI model risks, AI surface, desktop AI app, agentic capabilities, AI connectors, app integrations, business data privacy, permissions and governance, shadow IT, enterprise AI, observability, transparency, reasoning artifacts, workflow automation, verification loop, iteration in AI outputs, skill creation, plugin, automated workflow, agentic orchestration, company data security, expert driven loop, AI scheduling, context carry, modular AI, AI-powered work automation, personalized context, role-based access control, SaaS application integration, economic value of AI, knowledge work automation, prime prompt polish, refine queue, five five five framework, human-in-the-loop AI, knowledge cutoff, model versioning.Send Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info)

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Starting point is 00:00:00 Welcome to the Everyday AI podcast. My name is Jordan Wilson, and for the past three and a half years, we put out more than 800 episodes. Yet, one of the most common questions I get I didn't really have an answer for. Where do I start on the Everyday AI podcast? And that's why we started the Start Here series. And with the fall now back in full swing, the Everyday AI podcast is going back to school and playing back the entire Start Here series from front to back. We've hit pause on our normal Monday to Friday programming to run back our most popular series ever for the next 30 days. We made the Start Here series for beginners and AI champions alike.
Starting point is 00:00:42 So whether you're just trying to get a grasp on large language models or grappling with the best coding harness for multi-agentic workflows, the Start Here series covers it all. Plain language, no jargon, and easy to follow along each day. So make sure to subscribe to the podcast. podcast and check back each day for new insights day by day. The series is a culmination of spending more than 10,000 hours covering generative AI over the past three and a half years. So you don't want to miss a single episode of the start here series. Let's get into it. The saying of keeping up with AI is like trying to drink water from a fire hose, though it's tired and cliche is
Starting point is 00:01:27 obviously 100% true. I mean, with all the non-stop. updates, your head is probably spinning trying to keep up. So you're thinking with all these new releases, how do I use chatypte? Or is using Claude kind of the same as using Gemini on the desktop? Or can I prompt co-pilot kind of like I'd prompt codex? Or maybe you've had to start the race sprinting and you never really got the proper 101 on how all of these AI chatbots work. Regardless, you definitely aren't alone in the firehubes.
Starting point is 00:02:01 hose updates drowning you out. That's the new struggle for every enterprise, because it's not like there's a cheat code, right? Because as the AI models are changing almost daily, so too does the input required to get the best output. And I get it. As someone that covers AI daily, I understand the struggle of trying to play a game, yet the field dimensions change without notice. And you were using a softball yesterday, but cricket gear today.
Starting point is 00:02:29 And tomorrow you might kind of play it out like. rugby. The input rules and the output capabilities are moving targets. But there's one thing I've found out over the last three or four months. The big players have all just kind of started to copy each other, which is actually a good thing for you. So I think it's actually been over the last two months that we've finally stumbled on a set of best practices for getting the best outputs out of any large language model. So that means, well, there is a cheat code. or at least a set of somewhat concrete rules that when followed will give you stellar outputs, really no matter what model you're using.
Starting point is 00:03:10 And that's exactly what we're going to be giving you today on everyday AI. Welcome to the Start Here series. If you're new here, the Start Here series is your essential guide to getting caught up and getting ahead with AI. But first, let's talk about the big picture. So the capabilities of these models are very, very real. And it is hard to keep up. Right.
Starting point is 00:03:40 So right now, you probably see examples all over the place. You see people sharing examples, whether it's online, whether it's media articles that are so poorly written. And you're like, well, these AI models are really bad. Look at all these mistakes. But then you also see these benchmarks and these tests and, you know, these big companies laying people off in lieu of spending bills. billions of dollars on AI and you're confused because you can't even know or don't even really
Starting point is 00:04:06 understand what button to click or which model should I use. And up until recently, it's been too hard to follow because there's been too many different paths. And now I think essentially we have cookie cutters, right? We have the McMansions of models because they're all kind of the same. Obviously, the capabilities and the harnessing of the tool is all completely different and unique. But I think for the first time, maybe ever, at least when it comes to, you know, the three to five handful of big AI players, we have a set of rules that can apply unilaterally to really any of them. So that's what we're going to be going over on today's show. Stick with me. This one, trust me, is going to be 30 minutes.
Starting point is 00:04:53 All right. I know sometimes I say 25 to 30 and then you're like 45 minutes in, but stick with me on today's show. here's what you're going to learn. You're going to know why the cookie cutter nature of today's large language models is actually both a good and a bad thing. You're going to know the up-to-date capabilities, features, pros and cons of the big players, specifically focusing on chat chvety, Claude, Gemini, technically applicable to co-pilot, but we're not going to go into that one as deep as well as, I mean, you can apply it to perplexity, groc, open models, etc, because they are kind of all getting the same. And you're going to leave today's show with the 10 essential
Starting point is 00:05:27 steps to get the most out of any AI chat bot. All right, this is the Start Here series. This is the essential podcast series to both learn the AI basics and to double down on your AI knowledge. Because after doing this for three and a half years, nearly almost 800 episodes now, I never had a good answer when people ask, Jordan, I'm new to the podcast. Where do I start? Well, you start here with the Start Here series and you go to start here series.com. That is going to give you free access to our inner circle community. It's exclusive. This is the only way you can actually get access in the Start Here series space inside of our free community. You can go find every single Start Here series episode all in one easy to find place, a Spotify playlist that's updated, all the
Starting point is 00:06:12 newsletters, go read it. It's awesome. All right. So if you miss our last Start Here series episode, we covered Bill by partner or wait, the four layered AI stack decision framework for 2026. And today we are giving you the LLM cheat code 10 essential steps to get the most out of any AI chatbot. All right. And I'm just going to give you those steps now. And we're obviously going to break them down as we go along. But here they are. Kind of steps, best practices, rules to live by whatever. But number one, you have to understand what a large language model is and what it is not. Number two, you have to choose your AI operating system like Chad GVT, Claude, Gemini, or co-pilot, and really stick to those as much as you can for the majority of
Starting point is 00:07:05 your day-to-day knowledge work. Number three, you have to choose the right surface. And the surfaces are unfortunately changing, but I think it's actually for the good. Number four, you have to choose the right account plan and model. I'm going to break down those best practices as well. Number five, you have to understand the context layer. First, you have to understand the context layer. First, you have to understand it before you get to number six, context engineering basics. I'm going to tell you prime, prop, polish, refined Q55, a lot of the secrets that I've kind of held close to the best throughout the years. Number seven, I'm going to tell you how and why in risks on working with files, apps, and company data in why that matters. Number eight, we're going to talk about
Starting point is 00:07:48 privacy, permissions, and governance and how that actually plays out in these AI operating systems. Yeah, I call AI chatbots now AI operating system because that's what they are. Number nine, transparency, observability, and reasoning artifacts. I'm going to show you how to use those things to your advantage to get better outputs. And last but not least, verification, iteration, and workflow design. There you go. You can stop here if you want. But trust me, this is like thousands of hours of conversations over the past three years. And I'm going to do my dangdest to get them to you in 30 minutes or less. So here's what I want to talk about,
Starting point is 00:08:29 why this is both a good and a bad thing. And I think this really became evident when Google at their I.O. conference like last week. And I know, right, so right now it's the end of May 2026. I should put this out there because I know, you know, a lot of you might be listening to this in, you know, July or December. So obviously some of the things are going to change here, what I'm talking about certain surfaces, models, modes, et cetera.
Starting point is 00:08:53 But hopefully these concrete-ish 10 steps will still hold. But I noticed at Google's I.O. Conference, when they announced their new anti-gravity 2.0 desktop app, right? And not going to get into it. But I'm like, wait, this just looks like codex. It functions like codex. And then I'm like, wait, cursor kind of does too. And that's when I started to notice that for the,
Starting point is 00:09:20 part, especially compared to 18 months ago, when all of the different, whether we're talking about the web interfaces, right, Gemini.gov.com, Claude.a.i, chat, gptt.com, grach.com, whatever you're using. 18 months ago, they all looked really different. It was almost like speaking different languages. Now it's all speaking the same language with slightly different dialects, right? Like, anti-gravity literally looks like it is Codex Light, right? color schemes, fonts, all of the same layouts. So it's good and bad. From a bad perspective, it might seem to you the non-technical user that the front-facing
Starting point is 00:09:58 innovation is kind of slow, right? As an example, go back to, you know, 2024. Front-end innovation for users and maybe early in 2025 was everywhere, right? All of a sudden, we had artifacts from Claude. And then we had, you know, canvas mode in. You know, we had these agents that worked inside and all of a sudden, you know, large language models went from simple, you know, next token prediction transformers to models that could think and reason and call tools, right? So I think there is this period of fast innovation in terms of what buttons you would click, all of these modes, deep research, etc. But, if I'm being honest, in 2026, we haven't seen that same thing.
Starting point is 00:10:38 And I think that's actually good because what happened is it, I think it gave us, number one, now we can kind of apply these best practice rules. But more than anything else, I think it allows enterprises to be able to modularly pivot as needed, right? Because 18 months ago, if you were a heavy chat GPT teams user, back what it was called, before it turned into chat GPT business, and then you try to go to, you know, Gemini, right? There was no Gemini business at the time, but it was just Gemini. You'd be confused. But now they kind of all copied each other with certain things.
Starting point is 00:11:16 features, projects, GPTs, gems, right? They're all kind of just the same thing now. But the actual race is smarter, faster models with autonomous desktop harnesses. So the surface is changing a little bit. But ultimately, the thing that you have to keep in mind if you don't get anything else from today's show, AI models are smarter than all of us. If you're using them the right way, and that's a big if. And when I talk about jagged capabilities, right, people will share something where it's
Starting point is 00:11:45 like, oh, AI models are dumb. And then you have this false sense of security like, oh, I don't have to worry about keeping up with these day to day. Yes, you do. Anyone that shares those things, that's a skill issue, you know, send them this video and they'll be like, oh, I've been using everything wrong. But AI models by default, studies show this even judged blindly by experts. Today's AI models with all of this harnessing built around them, they can produce artifacts one shot, right? you know, complete websites, complete apps, spreadsheets, PowerPoints, Word docs, PDFs, etc. Right.
Starting point is 00:12:22 So they're no longer just a little chatbot to talk to. And we've covered that in depth in the Stark Here series so far. So let's dive in. We have some upgraded visuals today. But let's get into our kind of the 10 new rules of work, I'll say. So number one. What is a large language model and what is it not? Well, if you're only using Chad GPT or Claude or whatever as a version of Google,
Starting point is 00:12:56 as a smarter, faster, better source version of Google, you're missing out, right? If you're just treating it back and forth like talking to a smart friend, you're also missing out. So by default, large language models are generative. So that means they are non-deterministic. where a search engine like Google, aside from localization and personalization is deterministic, right? If we put in the exact same query, chances are, aside from that personalization and localization, but if we all did an incognito Google search, right, five years ago before AI overviews in AI mode, we for the most part all would have gotten the exact same outputs,
Starting point is 00:13:35 right? Even if there's, you know, 20,000 people listening to this episode and we all did it, we would, for the most part, get the exact same results. It's not the same with generative AI. It is generative. There is an element of next token prediction. And essentially, large language models have been trained on the entirety of the internet. Copyrighted works, open source, coding projects, videos, photos, everything, just terabytes of data. So the old, quote unquote, I always say that there is a line in the sand that came with Open AI with the first widely available reasoning model. So previously, when you first started using chat GPT, or maybe you're listening to this,
Starting point is 00:14:16 and it's been a while, right? The older models were transformers, and that's really all they were is next token predictors. But still, they're generative. So the whole point is if the 20,000 people listening to this show all put the same prompt in chat chabit or clot or co-pilot or whatever, you're probably going to get very different results, right? There might be 2,000 very different results. There might be 20,000 very different results, right?
Starting point is 00:14:42 It kind of goes through this next token prediction process, but that is why you have to really understand how these work and build up a context and good practices to get the best output. So there's also in this, without going too deep, there's a lot of nuance to this, right? Because now these models can think very much like a human would and we're going to get to that a little bit later. But for the most part, a large language model is not a search engine.
Starting point is 00:15:15 It is not a chatbot. It is a reasoning engine that combined with your data and your human knowledge can output economically viable work at a rate better and faster than humans. All right. So that is number one, what a large language model is and what it isn't. So now that we know what it is, where do we use it? All right. So also in the start of here series, I had an entire episode on this concept of an AI operating system.
Starting point is 00:15:45 But I think that's important to talk about because now they can all connect with your data. All right. And depending on what you go and what route you go down, I do think it's best to move most of your organization, most of your enterprise into one AI operating system. Right. So personally, I'm using chat GPT via codex more than anything. A lot of people are using Claude, whether that's on the web or the desktop. We're going to get to that in a minute. There's also Gemini for those people who are really ingrained in the kind of Google workspace, ecosphere.
Starting point is 00:16:25 And then obviously with co-pilot, it's a little more difficult to explain because there's so many hoops to jump through in terms of permissions, role-based access. control all these things. It's a little convoluted. But I always tell you, I tell companies, try to move the majority of your day-to-day operations inside one of these AI operating systems. Obviously, you should be building modularly. So when there are new kind of frontier breakthroughs or huge advantages, maybe a section of your team can take that context over to another one. Also, now every single big player makes it fairly easy to bring context over. So whether that's things like skills and plugins, your context, memory, chat history, et cetera,
Starting point is 00:17:11 there's easy ways to port this over. It is more or less just a very in-depth and detailed prompt, FYI. All right. So number two is you have to choose the operating system. Number three, you have to choose the right surface. And this, at least in 2026, is where we've seen the most movement on, not necessarily what we saw in, you know, mid-20204 to mid-year-old. mid-2025, which is the features and the modes, the deep researches, right?
Starting point is 00:17:39 The, you know, agenetic capabilities with these reasoning models by default, the connectors, the apps, the surface is what's changing. So what do I mean by that? In 2022, with the advent of chat, Chabot, it was the web. We went and chat it, right? Then we started to bring our teams on board, and you could collaborate with others and kind of a shared workspace, you know, and now in, you know, late 2025 with Claude code, then Claude co-work in early 2026 and now Codex and everyone else, right?
Starting point is 00:18:10 Google got on board with their Gemini desktop app with their anti-gravity, which I don't think is that great, but hopefully it'll get better. Right. Now everything is moving to the desktop. And one of the reasons is, well, it can use kind of your local machine to do a lot more faster and access your data. It can read and write on the desktop surface, which is huge. And then obviously, everything is agentic by default.
Starting point is 00:18:34 So there's no easy answer to say, okay, well, should I still use the web version? Should I use the desktop version? You know, to get to that answer, you have to sit down and talk about what's important in terms of access, in terms of automations, in terms of, you know, what you want in the cloud versus running locally. Actually, you know, although there's a lot of risk, reward tradeoff with a desktop version, In some instances, it might be better for some companies that are, you know, privacy first. So number three, you know, is understanding that that surface dictates access, right?
Starting point is 00:19:13 So because it's important to know that the agent tools, I mean, they can use your actual browsers, right? And that's one of the biggest advantages, I think, to the desktop surface, aside from being able to read and write to your local folders, right? But to be able to use your actual browsers, I think Codex's built-in browser is so far ahead, computer-use technology where it can literally, you know, use your computer, launch different programs, I have mine, you know, can go through and read my I message on my computer and, you know, open up all these different desktop programs if there isn't a built-in app or connector. All right. Number four, choose the right model people.
Starting point is 00:19:53 Stop using a free plan. Period. If your company is like, yeah, use the free plan until we get this approved, don't do that. The risks are too high. All right. I don't care if you're using chat GPT, Claude, Gemini, it doesn't matter. For the most part, you might get like one or two quote unquote prompts or outputs, you know, with a decent enough plan. If you're on a decent enough model, if you're on a free plan, don't do it.
Starting point is 00:20:19 It's not worth it. If you want real outputs, you have to use a. paid model, right? All these people that are sharing things online and you're like, oh, AI, so dumb, right? They're usually using an old model, a free model, and they really just don't understand kind of the underlying harness. So this is like, you know, you could have a convertible body, but oh, the engine is actually, you know, a dude on a bike, right? That's the equivalent of using a free model. You can't hide it in the fact that like, oh, I'm using claw. No, if you're using the free model, right? For the most part, you probably don't even know because companies don't always
Starting point is 00:21:00 tell you what version it is, right? Like, did you know that there's a GPD 5.4 latest? Like, no, you don't, because unless you're like me, you're not out there testing these things, right? You just think, oh, I'm using the best in the world. And you probably aren't if you're on a free plant. And you also need to be using thinking models. Do not use these models that don't think, don't reason. All right, you need to be using those always, even if that means waiting and 10, 20, 30 seconds. All right. I'm going to get to this later, but read the chain of thought, do some exercise,
Starting point is 00:21:32 have multiple, you know, prompts running at the same time and, you know, dictate, you know, move between. I do think the job of the future is agentic orchestration. All right. So don't just, you know, go and chat with one, you know, free chatbot thread. At that point, you're wasting your time. And if you're making any business decisions based on using a free or a non-thinking model, I'm sorry. As the kids say,
Starting point is 00:21:57 NGM, I'm not going to make it. You, your department, your company, if you're doing that, if that's part of your actual strategy, don't, right? Just please don't. Unless you're just trying to learn where all the buttons are,
Starting point is 00:22:10 like, how do I work this thing? That's the only time you should be doing that. All right. So number five, understanding the context layer. And this part is important before we even dive into the, you know,
Starting point is 00:22:23 best practices. of context engineering. But context is essentially everything that an AI model can see or not see, right? The way that I've, you know, we've taught, you used to do like two live, you know, kind of prompt engineering courses a week for like two and a half years.
Starting point is 00:22:43 And kind of the analogy I've always used, if you think back to the Star Wars credits from the original Star Wars, right? And it comes in and the words come in slightly slanted. and it says in a galaxy far, far away, right? And eventually, the words, they get smaller, smaller, smaller, and then they're off the screen.
Starting point is 00:23:01 Think of that as a context window. Different models have different context windows. So essentially, you might be using a large language model, or you might have a skill saved or a plugin or a workflow saved, and you're using it repeatedly and all of a sudden, you know, started out great. And all of a sudden it's like, wait, this stinks now. You know, oh, you know, this company must have nerved the model, maybe, but probably not.
Starting point is 00:23:24 Probably you just ran over your context window. So that's essentially the amount of information like a computer's hard drive that a large language model can retain. All right. And a lot of times, the first prompts, the first pieces of information you give a model are oftentimes the most important. It's where you give it direction. So the difference between a context window or understanding how context works and a hard drive is if you try to save a two gigabyte file on a full hard drive, it's just going to say, like, nope, can't do it, no room.
Starting point is 00:23:53 All right. A large language model is going to do it and it's just going to kick off something and you have no clue. So working with relevant, accurate business context is one of the most important things to do when working with a large language model because essentially large language models get data from one of three places. Number one, their internal training data, which for the most part is very, very old. Number two, any of your company data that you share, that can be, you know, apps, connectors, your file memory, chat history, you know, there's essentially a layer of your, you know, personal
Starting point is 00:24:26 context, company, context, you know, all your SaaS apps that you use, right? And then there's the web. All right. So you have to understand that there's now this context layer that didn't really exist before, right? It used to just be the training data. And keep in mind, training data is usually really old. There's a knowledge cutoff date, but I would venture to guess the overwhelming majority, like 99% of the data that actually ends up in today's large language models is nowhere close to that date. So, you know, let's just say if there was a way to turn off web search and to turn off your company's context. And if you were to only rely on a model's training data, it would be very bad, right? It's actually crazy to think it took anthrophic so long to add web search.
Starting point is 00:25:12 And which is why I was like, companies should never use it, right? Because without web search, you know, you're probably playing with data at minimum. That's probably on average 15 to 18 months old on the good side. And think of how quickly your company, your competitive landscape, your sector moves. And imagine if you only had access to data that was 15 to 18 months old. Yeah, recipe for disaster. And that's why also you get these, you know, outputs sometimes, especially, you know, pre, you know, 2024 reasoning models that could agentically call the web and pull your data.
Starting point is 00:25:46 why you'd get these outputs that looked like they were absolutely terrible. Well, because they were. It was relying on old data and large language models are trained to be helpful assistance. All right. So make sure you go back and listen to the start here series going over the, I think we called it the seven deadly sins of AI, where we kind of talked about some of these things. But that's why sometimes outputs from large language models seem generic. And you're like, is this actually truthful or is it kind of lying to me?
Starting point is 00:26:13 Well, the context helps steer that away from. just giving you these general, it sounds helpful, but is it true, to being pinpoint specific and valuable for your company? Number six, context engineering. All right, this obviously plays in line with the context layer, but this is where you insert, right, one of those three layers of data into the context window. So this can be things like your traditional prompt engineering, so you can share that context via your prompting, right? But the important thing really is knowing that it works in layers. So I'm going to give you a couple hints, right?
Starting point is 00:26:50 So we taught prime prompt polish, all right? The 32nd version of that is you should always prime a model, work with it a lot before you prompt it and ask it for an output. And then polish, we're actually going to get to that technically in number nine and 10 because the first output that a model gives you is usually garbage, even if you do everything else correctly. All right. Refine Q.
Starting point is 00:27:13 That's where we talk about, you know, roll. examples, fetch, insights, narration, explanation, and questions. All right. And if you want to go more on the, you know, prime prompt, polish, refined queue, 555, this is like a decision tree on when you should use a large language model versus when you should do it, quote, unquote, manually without AI. Actually, when you do go to start here series.com and sign up for our community, you will also get access.
Starting point is 00:27:39 Yeah, a lot of people don't know this. We recorded that. It's on demand, right? I used to do it live. I can't do it live anymore, but I keep the videos pretty updated. So you can go take our updated prime prompt polish course. I think it was updated as of like GPD 5.4.
Starting point is 00:27:54 So I'll probably update it once we get like five, six or something. But the basic, this is basic context engineering 101. All right. So it can be as simple as, you know, doing the role, goal, sources, constraints, examples,
Starting point is 00:28:08 whatever it is. But it's making sure that through your words that you're sharing, you are steering the model in the right direction and telling it what context to use, what output you need in working with it before you just expect it to give you amazing outputs. All right. Number seven, working with files, apps, and company data.
Starting point is 00:28:26 This one is huge. So files make AI far more specific to the actual task. All right. And a lot of people think, oh, if I just dump all of my contacts into one of these large language models and tell it, you know, okay, now go, you know, right, you know, next quarter's press releases and update all our job descriptions based on the SOPs and, right, all you're doing in this instance without getting too technical and accidentally turning this again into a 90 minute show. These think of them as books on the bookshelf, right?
Starting point is 00:28:56 You still have to tell the model when, whether that's through a skill, a plugin, a certain workflow, automation, et cetera. You still have to tell it when to use the book and sometimes direct it to look into what chapter. But creating these, you know, app connections are huge because depending on, if you're talking about, you know, Chad GPT, Claude or Gemini, as an example, they all treat these connectors a little bit differently. As an example, some of them might index or cache some of your most important connectors like your Gmail, right? So you don't even have to wait. It just knows. And it can actually, you know, proactively go out and find these things and surface them to you, which is. is actually huge. So, you know, whether we're talking about uploading files, you know, connecting a connector
Starting point is 00:29:47 or an app, right, like a Google Drive or a Microsoft, SharePoint, OneDrive, Box, et cetera, your CRM, right? Most of the big three, I don't know if Google does, but I think mostly everyone else has like HubSpot and some of the big names and CRMs, right? All of these things now, for the most part have read and write. And that is big and that's much different than where we were at, you know, in the early days of connectors like nine months ago. Right. So now these can, well, run actions for you. So, you know, let's just say you get some information off of a Google sheet and you have to go, you know, update something in a database. And then you have to go, you know, change some options on a CRM. And then you have to update your project management tool,
Starting point is 00:30:37 click up as an example, right? These are all processes that normally I call the human duct tape that you would have to do. Now these connectors can talk to each other and carry that context over. We did a show called agentic context carry in the start here series. So go back and listen to that if you want to know more about how that works. But essentially, this is why these models with the context, you know, layer in this, an agent being able to carry that context and keep it in the context window is huge because this is the majority of what so many knowledge workers spend their time doing.
Starting point is 00:31:10 You know, you have the five to 15 probably different SaaS applications that you spend your time in. You use your brain, your role, your requirements, your KPIs, you grab all of that important context from all of these different, you know, apps. You, you know, personalize it, create some value out of it, and then you piece it together in all of these other apps. This is what agents do now, right? So working with files, apps, connectors, and your company data is huge. All right. Number eight, and this is important, especially following up, maybe it should have been number seven, right? Don't do the shadow IT, right?
Starting point is 00:31:49 Shadow IT is when you don't have permission or, you know, shadow AI or shadow agents, whatever you want to call it. When you don't have permission to use your company data, you shouldn't be uploading it, right? But the good thing is, whether we're talking about Claude Enterprise, Gemini, enterprise, Chad GBTBT enterprise, they have the exact same data security and privacy that you would have from your cloud provider. So if you upload your company's data to a cloud is the exact same thing. It is the exact same thing as using these connectors in these apps. As long as you're going through, you know, turning off model training, doing the 101 best practices, you're
Starting point is 00:32:32 not running any additional risk. Again, that's a big if as long as you're, you know, using these models correctly, turning off, you know, training data, which most of the paid business or enterprise versions do by default. You're not running any additional risk with your company's data. It's not like I'm going to upload, you know, or connect my data, turn off model training. And my competitor is going to be like, oh, what's everyday AI doing? That's not how it works, but people, smart people with brains still think that today. that's not how it works, right? Governance is also extremely important.
Starting point is 00:33:06 That is permission design, right? This is not paperwork. This is not a one-time, 20-minute training because the systems are constantly changing. Also, personal accounts, those aren't like unofficial company AI systems. Like I said, you should only be connecting your company's data, number one, if you've gone through the guardrails, the governance, the privacy permissions, getting the sign-off from everyone involved. but you should also only be using it through the proper channels, right?
Starting point is 00:33:33 I can't tell you the number of companies when they're telling the truth. They're like, okay, well, yeah, we got our, you know, co-pilot approved, but, you know, no one can get the right access to it. But, well, if we're using SharePoint and Copilot, we should just be able to use it in chat, TBT, BT, right? Well, in theory, kind of, but also absolutely not, right? That is going against governance 101. So, you know, expert-driven loops are so important.
Starting point is 00:33:59 when we talk about, you know, properly setting up these guardrails, especially as these large language models, these quote-unquote AI chatbots by default can now take actions for us. And we can schedule agents to go take actions, right, with right, W-R-I-T-E-R-I-T-E-R-C capabilities, right? It can go off and email customers and update your CRM. And, you know, maybe if you're not, you know, keeping an expert-driven loop, it could potentially make a huge mistake that can cost your organization a lot of money. So there's obviously a downside to productivity and efficiency if you skip over step number eight, which is proper privacy, permissions, and governance.
Starting point is 00:34:42 Yeah. So after permissions, though, leaders need visibility into what actually happen. And that's where we have to talk about the importance of transparency, observability, and reasoning artifacts. So this is where, uh, people skip over showing your work and being able to observe that as a team. Right. So I can't go into all the specifics because it's going to take a while. But especially when you get up to enterprise accounts, not only can you see, you know, usage and things like that.
Starting point is 00:35:13 You can see, right, I think co-pilot actually leads in this, you know, I think with their intra ID, you can see every action, certain, you know, agents make. I think Chad GPT's new workspace agents for business and enterprise. teams do a great job of doing that as well. But you have to be able to understand and show the work, especially when agents are, or sorry, AI chatbots are agentic by default. You have to be able to observe them
Starting point is 00:35:43 and understand the reasoning artifacts. What does that mean? You know, there's usually a little thing you can click, except in Jaminai. Jev and I, can we get a little better at that, please? Right. I know there's a tiny step that we got with 3-5 Flash and the, you know,
Starting point is 00:35:58 updated version of Gemini, but we need complete transparency when it comes to seeing how models get from context engineering and great setups and great workflows to creating this great economically valuable work. And the reason being is because models change all the time. So if you can't properly see every single step in every tool call, in every website that a model or an agent went to in order to deliver that first draft deliverable for your team that you ultimately sent off to a client or the RFP or whatever it is, then you don't have the observability. Then you don't actually own that asset because you don't know what's happening.
Starting point is 00:36:38 So I like to talk about the steps in the middle are sometimes the most overlooked, but they're the most important because if you don't understand what's going on, you don't own it. So what does that mean? If something happens in the harnessing or a model changes or, you know, there's a drastic switch up in. in how a model uses different tools. If you don't own and understand that observability,
Starting point is 00:37:03 the reasoning, you know, artifacts, then you may not be able to replicate those same things. And if these things are running on loops scheduled, which is very easy to do, and one little thing changes, it can break your entire business. If you become overly reliant on passive, lazy, human in the loop workflows versus expert driven loops.
Starting point is 00:37:26 Expert driven loops means that, you are looking at the transparency and observability. All right. Last but not least is verification, iteration, and creating those workflows. Right. So what do I mean by this? I iteration is huge. So I talked about, you know, the prime prompt polish.
Starting point is 00:37:45 This is the polish. You know, your first output, even if you do everything else, steps one through nine correctly, your first output for the most part from a large language model, even a great one, is at best case, it's going to be generic garbage. right, but it's not going to be very well. It's not going to sound like you. It's even when you give it the proper examples, right? You have to really iterate on the output.
Starting point is 00:38:08 You have to understand how it got to that output and then run it over and over and make it better. That is this iteration loop where you turn, you know, your first output, right? My old journalism days, the first version of the story you turned in was never really good or the best, right? You always had to go through the multiple editors and all the, the, the, the, the, the, the, the, the, red all the red lines to make it better. And then once you get to that point, you need to then turn it into a workflow. And this looks a little bit different in chat GPT versus Claude versus Gemini, right? But for the most part, we are getting these universally applicable skills. Another thing, Anthropic led the way on this and everyone else is adopting them. But skills are
Starting point is 00:38:48 essentially ways that at the end of iterating, you can go through and essentially in more words than this, say, turn this into a skill. Right. And then once you turn it into a skill, then you can schedule it because most of these systems have scheduling by default. So it's all about verify that it works. You know, make sure you're using the right model, the right mode for the right tool. You're getting the right outputs. You're verifying it. You're going through the transparency, observability, the reasoning artifacts.
Starting point is 00:39:17 But then you don't stop when you get that first, you know, hey, this draft is good enough. No, keep working. That's where you polish. You turn it into a skill. You turn it into a plugin. and then you turn it to an automated workflow. And that's how we go from working with an AI chat bot to commanding AI agents. All right.
Starting point is 00:39:37 I hope this one was helpful, y'all. If so, let me know. If you're listening on the podcast, please do me a favor. All right. This one has been a long time in the waiting. So, you know, I hope more people can hear this because I want to cut through the BS. I want to tell people exactly how these models work. and I want to be able to do it for free as long as I can, right?
Starting point is 00:40:00 So that only happens if you're number one, sharing this with others. So if you are listening, you know, on LinkedIn as an example, please repost this if this is helpful. If you are listening on the podcast, please subscribe to the show. That would mean a lot. Leave us rating too if you can. So I hope this was helpful. Like I said, make sure to go to start hereSeries.com to get exclusive access to all of the episodes in this series. Thank you for tuning in.
Starting point is 00:40:25 I hope to see you back tomorrow and Every Day for more Everyday AI. Thanks, y'all. And that's a wrap for today's edition of Everyday AI. Thanks for joining us. If you enjoyed this episode, please subscribe and leave us a rating. It helps keep us going. For a little more AI magic, visit Your EverydayAI.com and sign up to our daily newsletter so you don't get left behind. Go break some barriers and we'll see you next time.

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