4-lesson course · about 2 hours
Setting Safe Limits for an AI Agent That Preps Your Weekly Content
For Creators, educators, influencers and personal-brand teams responsible for useful content, audience trust and a consistent production practice
Everything for CreatorsFor creators and educators managing recurring production: learn to delegate research, shot lists, and captions to a bounded proactive agent while maintaining total editorial control and publishing authority.
What you’ll be able to do
By the end, you can…
How it works
A tutor that meets you where you are
- Adaptive lessonsThe course content automatically adjusts to your current knowledge and skill level. As you progress, later lessons are tailored to your specific pace and needs to ensure you master the material.
- One-on-one AI tutorYou have a dedicated AI tutor available 24/7 to provide personalized guidance. You can ask questions or clarify complex concepts using either typed text or spoken voice commands.
- Integrated practiceEvery lesson is paired with targeted quizzes and digital flashcards. These tools help you reinforce key concepts and ensure you can apply the agent-scoping frameworks to your own workflow.
- Progress trackingA personal dashboard allows you to monitor your journey through the curriculum in real time. Once you have completed all modules and assessments, you will receive a certificate of completion.
Curriculum
The curriculum
This focused course takes you from auditing your current workload to implementing a bounded AI agent with strict guardrails.
Module 1Defining the Agent's Scope2 lessons
1The Last-Twenty Audit
- Perform a last-twenty audit on previous posts
- Categorize tasks into high-judgment (human) and repetitive (agent) piles
2From Single Prompts to Standing Goals
- Convert a recurring prompt into a standing goal
- Define a scope, source list, and stop rule for a proactive agent
Module 2Building Guardrails and Checkpoints2 lessons
3Creating Human-in-the-Loop Approval Packets
- Define an approval packet for research, shot lists, and captions
- Establish clear 'approve, return, or hold' checkpoints
4Routing Communications and Publishing
- Create a routing system for drafted replies
- Set explicit boundaries against publishing authority
Who it’s for
Made for you if…
Made for: Creators, educators, influencers and personal-brand teams responsible for useful content, audience trust and a consistent production practice
Recurring content creators
You manage a weekly production cycle and spend too many hours on research and first drafts. You want to automate the legwork but cannot risk an AI agent publishing a factual error or an off-brand caption under your name.
Educators and knowledge influencers
Your audience trusts you for your specific expertise and lived experience. You need a system to organize research notes and shot lists that supports your voice without allowing a tool to decide what information is shared.
Multi-platform personal brands
You produce content for several different networks and struggle to keep up with the repetitive preparation required for each. You need a way to scale your output using standing goals while maintaining a strict human-in-the-loop approval process.
Creators with a small production team
You are the final editorial authority but are bogged down by the manual routing of drafts and replies. You want to delegate the initial drafting to a bounded agent so you can focus exclusively on the final review and publishing decisions.
Questions
Good to know
What is a proactive agent and how is it different from a chatbot?
Unlike standard chatbots where you send one prompt for one answer, proactive agents work toward standing goals. They can run on their own cloud computers, connect to your apps, and work on a project in the background until the goal is met.
Will the AI agent be able to post directly to my social accounts?
No. A core focus of this course is setting explicit boundaries and stop rules that prevent the agent from having publishing authority. You will learn to create a system where the agent prepares the work, but nothing goes live without your approval.
Can the agent change my writing style or use my voice?
The course teaches you how to set guardrails that protect your name, image, and likeness. You will establish boundaries that prevent the agent from altering your voice or deciding editorial directions without your consent.
What exactly is the 'Last-Twenty' audit?
This is a practical method where you review your twenty most recent posts to see which tasks could have been handled by AI. You then sort these into a 'yes pile' of repetitive tasks for the agent and a 'no pile' of high-judgment tasks that stay with you.
What are 'approval packets' and how do they work?
Approval packets are structured sets of research, shot lists, and caption drafts that the agent presents to you. You will establish checkpoints where you can explicitly approve, return for edits, or hold these items before they move to production.
How does the agent handle replies to my audience?
You will build a routing system where the agent identifies viewer needs and drafts potential responses. However, the agent is restricted from sending them; you review the drafts and remain the only person with the authority to send the final reply.
What tools do I need to use this system?
The course focuses on proactive agent tools such as Dots (OpenAI) and Claude Duet (Anthropic). You should have basic familiarity with AI chatbots and experience creating content for at least one social platform.
Do I need to be a technical expert to set up these boundaries?
No. The course is designed for beginners and intermediate users. It provides a clear framework for converting recurring prompts into standing goals with defined scopes and stop rules using plain language.