AI Workshop for Small Business Owners | Live 3-Hour Install, $97
Live AI workshop for business owners · $97 USD

Get AI You Can Hand Real Work To(the kind of work you'd otherwise hire someone for)

Installed in 3 hours, live. You get the files that teach ChatGPT or Claude your business, and I walk you through every step.

Get It Installed → $97 USD

No technical skills needed · 7-day refund · Can't make it live? Start with the last recording today

Carl Taylor, founder of Automation Agency, at his laptop
Workshop starts in
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Thursday 5 November · Australia / New Zealand

8am Sydney · 5am Perth · 10am Auckland

Wednesday 4 November · Americas

1pm Los Angeles · 3pm Chicago · 4pm New York

"I've been following AI, but I have a hard time getting things actually done. So this is great for me. It's a day off from work and I'm actually getting something done."
Eric F., SLOwater, water treatment

The same request, before and after your AI knows your business.

What you have to rewrite
You ask:
"Draft me a follow-up email to the prospect I just spoke with who said they need to think about it."
AI:
"Hi {Name}, Thank you for taking the time to consider our offering. I wanted to follow up and see if you had any questions about our product. We believe it would be a great fit for your business needs. Please let me know if you would like to discuss further. Best regards..."
What you can send
You ask:
"Draft me a follow-up email to the prospect I just spoke with who said they need to think about it."
AI:
"Hi Sarah, thanks for jumping on the call today. I know you mentioned the timing felt off because of the team restructure happening in Q3. That makes sense. Here's a thought: if you'd find it useful, I could send you the two-page summary we use with operators in similar restructure situations, just so you have it for when the timing is right. No pressure either way. Let me know."

The AI is the same in both. What changed is what it knew about the business.

Generic answers from AI?

It was never you

You ask AI for something real in your business and what comes back is generic. So you fix it, or you give up and do it yourself.

78%

of small business owners don't fully trust AI to handle even low-level tasks without oversight.

Bluevine survey of 942 small business owners, 2026

"I just can't figure out if it can't do what I want it to do yet, or if it's just the user."

That is a setup problem. Your AI has never been told:

Who your customers are

What you sell

How you talk

So it guesses.

A new hire

You brief for weeks

A freelancer

You brief every single time

Your AI

You brief once

That briefing is what we install. I call it your AI Business Brain.

This isn't a video to watch

It's files to install.

Files

You get the install files

They ask you about your business and build your Brain from your answers.

Live

I walk you through exactly what to do

One step at a time, live on the call. You ask your questions as we go and I answer them.

Done

When we finish, it's installed

Working in your business the same day.

Can't make the call? The recording of the last workshop is yours the moment you secure your ticket. You can go right into it and install today.

Get It Installed → $97 USD

7-day refund · Thursday 5 November, 8am Sydney

Where you're stuck on the 5 Levels of AI

Most business owners tell me they're at Level 1. The workshop takes you to Level 3 in three hours, with a first working example of Level 4.

Level 0

Sitting on the sidelines

Still Googling and doing it by hand.

Level 1

Basic Prompts Most owners are here

You ask, it answers, you copy and paste. Then you rewrite it.

Level 2

AI-Enabled Automations

Zapier, Make or n8n with AI in the middle. Mostly outdated in 2026.

★ The workshop installs you here

Level 3

A Coworker to Delegate to

AI that knows your business, can reach your tools and does real work when you hand it over.

Context

What it knows about your business. This is your Brain.

Connectors

What it can see and act on. Email, calendar, CRM, accounts.

Console

Where you talk to it. Claude or ChatGPT.

★ One working example included

Level 4

Runs without being asked

It wakes up when needed, does the job and reports back.

Your working example: your own Executive Assistant running a Daily Briefing.

The same Brain lets you hand over next:

Your inbox

Lead qualifying

Follow-ups

Content

Level 5

AI that owns an outcome

Whole functions running on agents. You set the direction.

Most AI training teaches a better Level 1. This workshop installs Level 3 in three hours.

Get It Installed → $97 USD

No technical skills needed · 7-day refund

Here's what gets installed in your business

Real files and a working assistant by the end of the session.

Your AI Business Brain
🧠
Brain
  • ✓ Brand Voice → AI writes like you
  • ✓ Ideal Customer → AI knows who you sell to and what they need
  • ✓ Products & Offers → AI stops inventing offers you don't have
  • ✓ Brand Style Guide → What AI makes matches your brand
  • + SOPs → Add as your processes mature
  • + Sales Methodology → Add as your sales process evolves
A folder of files on your own computer. Built live with you. Yours to keep and edit. If you've already got bits of this scattered across projects and chats, this is where they get a structure.
Your named Executive Assistant
A
Your assistant
7:00 AM · Friday 6 November

Good morning. Here's what matters today.

Top priority: Sarah at Acme replied to your proposal last night flagging concerns about timeline. Draft response ready below when you are.

Today's calendar:

  • 9am team standup (no prep needed)
  • 11am discovery call with Jamie. I've pulled their LinkedIn and the brief they sent
  • 3pm client check-in with Acme (Sarah's company)

Emails needing follow-up: Tom is 5 days silent on the proposal. Marcus is 3 days silent on the budget question. Both worth a nudge today.

Recommended focus: Block 30 minutes this morning for Sarah's reply. Other follow-ups can wait until tomorrow.

A daily briefing is easy to set up in most AI tools now. What makes this one useful is that it reads your Brain first, so it knows which email matters to your business. You name it in the room and it runs each morning from your email and calendar.

New AI tools launch every month. Your Brain comes with you.

ChatGPT, Claude and the new always-on agents will all offer to do work for you. How good that work is depends on what they know about your business.

Your Brain is a folder of files that you own. It works in Claude and ChatGPT today. If you switch tools next year, you take it with you and you don't start again.

What attendees say after the workshop

A concreter, a custom home builder, a buyer's agent, a family water treatment business, an IT firm, a CEO coach and a share-trading educator have all done this install. Some arrived using AI to tidy up their emails. Some had already built their own setup.

"Before the workshop I had parts of this already running. Books loaded into a Claude project, some prompts, a working system I'd built by trial and error over a few months. What I was missing was the architecture that ties it all together. The workshop gave me that.

If your business runs on expertise, story, and content, and you've been trying to build AI that actually knows your work rather than generic AI that sounds like everyone else's, this is worth the day. You walk out with something working. Not a plan to try later."
Grant Wattie
"I couldn't make Carl's workshop live, but watching the recording was just as good. I could pause, rewind, and go at my own pace.

By the end I'd built a whole custom AI brain, and it was genuinely easy. You install the plugin, upload it to Claude, and spend most of the workshop just answering questions... basically funneling everything you want the AI to know into one place.
Read the restThat idea really landed for me. I'm constantly switching between AI tools (Claude, ChatGPT, Lovable), and the fact that your brain lives in a folder on your own desktop means you can point any of them at it and it instantly has full context. If you want to switch tools, you just switch. I also love that I could start fresh and only feed it what I actually wanted it to know, then keep updating it with new copy and changes as I go.

If you're a business owner who knows you should be using AI but feels like you're falling behind, this is the perfect place to start. It's not overwhelming, you've got someone coaching you the whole way, and you walk out with a custom brain for you and your business. Highly recommend it to anyone in business."
Byron Dempsey
"I'll admit I was kind of resistant to AI when it first came out. In the last six months I started using it more, just for polishing emails and Facebook posts. This is definitely going to be next level."
Brent M.
"The briefing's great. It found an email that was obviously not in my primary folder and reminded me of something I'd forgotten I need to sort out. So that was kind of cool."
Justin M.
"thanks feeling like I'm starting to gain some structure to the chaos that is my self taught AI projects dumping ground haha"
"So my daily briefing's all good. I added a name for it and it also checks the surf every morning for me, so I'm pretty excited about that."

Worried you're not technical enough? At the last two workshops, the person who rated their own AI experience a 1 out of 5 finished their Brain first.

Get It Installed → $97 USD

Thursday 5 November (8am Sydney) · Wednesday 4 November in the Americas

What you walk away with

Six things, working in your business by the end of the session.

01

Your AI Business Brain

Your voice, your customers, your offers and the way you think, in one place your AI reads before it answers.

02

AI you can hand work to that afternoon

Your Brain, your email and calendar, and Claude or ChatGPT set up and working together.

03

Your named Executive Assistant

A first working example of AI that runs without being asked. It briefs you each morning from your real email and calendar.

04

The 12-month map

What to hand over next across Marketing, Sales and Operations, ranked for your business.

05

The Brain Builder toolkit (yours to keep)

The skills and prompts we used live. Re-run them when you add an offer, a market or a team member.

06

The recordings (yours to keep)

The last workshop the moment you register, and your own session afterwards. Handy when you bring a team member into it.

What happens in the 3 hours

Live on Zoom. You install it in your own business while I walk you through it and answer your questions.

First

You see what's possible

The 5 Levels, the three pieces that make AI worth handing work to, and what a year of handing work over looks like.

Then

Your AI learns your business

Your Brain gets built live from your answers. We connect your email and your calendar. Then you run the same request again and see what changed.

By the End

You hand over the first job

Your Executive Assistant runs its first Daily Briefing. Tomorrow morning the next one is waiting for you in Claude or ChatGPT.

Three hours from when we start, your AI knows your business.

Get It Installed → $97 USD

Thursday 5 November (8am Sydney) · Wednesday 4 November in the Americas

Who's running this

25 years
Running small businesses, since I was 15
40+
People I employed and managed to do marketing and tech tasks for business owners like you
1,340+
Business owners who handed that team their work
10 years
Using AI in my own business, since 2016

Today AI does almost everything those 40+ people did. It even does things they never did.

Carl Taylor, Founder of Automation Agency

Carl Taylor, Founder of Automation Agency.

I started my first business at 15, in 2001. I've been running businesses for 25 years.

For the last twelve of them, 1,340+ business owners sent my team their marketing and automation tasks and we got them done. I employed more than 40 people to do that work.

My team lead held the role for years and built the team that served hundreds of clients at a time. By my own rough estimate, her best was about 70% of mine. That was 70% I didn't have to do.

I hold AI to the same standard. Good enough to hand real work to. It gets there when it knows your business.

I started using AI in my own business in 2016, years before ChatGPT. Ten years on, it does almost everything my team of humans did. I wrote Red Means Go! (2010) and Becoming Bulletproof (2020). I read the major AI releases the day they ship so you don't have to.

What people who've worked with Carl say

Including coaches who teach AI and business themselves.

"With Carl's guidance I'm focused on the right tools. I'm able to teach my clients where it feels old hat to me, but it's only because Carl taught it to me three weeks earlier."
Adam Franklin
"Carl is brilliant at what he does. He's the entrepreneur's entrepreneur. He has an uncanny natural ability to see a vision in how to help take a business to the next level."
Ari Galper
"Carl is one of the most professional and the most valuable business builders I know. I strongly recommend him for anyone who wants to systemise and get more out of their business."
Jack Delosa
"Carl was my very first mentor I ever hired! He is the most inspiring person you'll ever meet. He genuinely cares for his students and wants them to succeed and become the very best."
Jovana Vujnic
"Carl is truly a big picture thinker around automation and we need him as an expert in his field in the Aussie business space."
Laurel Millar
"Carl has a wealth of knowledge on growing successful businesses, outsourcing and AI automation to lower costs, improve efficiency and give you back better balance in your life. I attended his recent AI workshop and got lots of ideas and great value. I'm very happy to recommend Carl's advice for any business owner wanting to get their business future ready."
Jeremy Carter

Is this workshop for you?

This is for you if:

  • You own a business that's already running
  • You pay for ChatGPT or Claude and still rewrite most of what it gives you
  • You've done AI courses and you're still fumbling through
  • You've wondered if AI could do the work before you hire for it
  • You want someone to walk you through it, step by step
  • You're not technical and don't want to be

This is NOT for you if:

  • You want to learn to code AI systems
  • You're pre-revenue
  • You're on a free AI plan and want to stay there
  • You want it done for you. This is done with you

Already building with Claude Code, Hermes and other advanced AI systems?
You're welcome to join the workshop, but the Lab is probably the better fit.

Get it installed Thursday 5 November

If you've been telling yourself "I'll get to AI properly soon", this is the soon. One morning, with me walking you through it, and your AI knows your business.

Install Workshop
$97 USD
Per business owner · Bring an operator/assistant for free
✓ 7-day no-questions refund
⚡ Limited to 35 business owners. We cap it so the live build stays interactive.
Save My Workshop Spot → $97 USD
💡
You're likely already paying $20-100/month for your ChatGPT/Claude account. This is the piece that gets that subscription doing work you can use.
  • 3 hours live with Carl on Zoom
  • The install files, and Carl walking you through them step by step
  • AI that knows your business, writes in your voice and references your real offers
  • A 12-month map of what to hand over next, ranked for your business
Plus these bonuses included:
  • Bonus 1: The last workshop recording the moment you register, plus your own session's replay $47
  • Bonus 2: The Brain Builder toolkit $97
  • Bonus 3: Bring your operator/assistant for free (2-for-1) $97
  • Bonus 4: Your own named Executive Assistant. You name it. It briefs you each morning from your real email and calendar, and it reads your Brain first. Priceless
Save My Workshop Spot → $97 USD

Thursday 5 November · Australia / New Zealand

8am Sydney · 5am Perth · 10am Auckland

Wednesday 4 November · Americas

1pm Los Angeles · 3pm Chicago · 4pm New York

What happens after you save your spot

  1. Instant email with your confirmation
  2. Setup video for getting your AI ready (5 min)
  3. Your install files and the recording of the last workshop, so you can start today if you want to
  4. Day-of reminder 2 hours before we start

You're set. Just show up.

Not ready to install yet?

Get Your AI Maturity Score in 5 Minutes

Ten questions. You get a personalised score across Marketing, Sales, and Operations, plus the top two systems we'd recommend installing in your business first.

Get My Score → Free, 5 min

Frequently asked questions

What is the AI workshop for small business owners?
It's a live 3-hour online workshop run by Carl Taylor of Automation Agency. You install an AI Business Brain, a set of files that teach ChatGPT or Claude your customers, your offers and your voice, so the work it gives you is good enough to use. It costs $97 USD and runs on Zoom.
What is an AI Business Brain?
It's a folder of files on your own computer that holds what AI needs to know about your business: your brand voice, your ideal customer, your products and offers, and your brand style. Your AI reads it before it answers. You own the files, and they work with Claude or ChatGPT.
Is AI good enough to hand real work to?
Out of the box, usually not. Generic AI gives generic work because it knows nothing about your business. In a 2026 Bluevine survey, 78% of small business owners said they don't fully trust AI with even low-level tasks unsupervised. Once it has your customers, offers and voice to work from, the first draft gets close enough that you review it and send it. You still check it, the same way you'd check a new team member's work.
Can AI do the work I'd otherwise hire someone for?
Some of it, yes. First drafts of emails and content, inbox triage, follow-ups, briefings and research are all realistic. The workshop sets up the foundation and your first working assistant. Handing over whole roles takes longer, and that's what the 6 week AI Accelerator Sprint is for.
I've done other AI courses. How is this different?
Most AI training teaches you things and leaves the doing to you. This isn't a video to watch. You get files to install and I walk you through exactly what to do with them, live, answering your questions as we go. You finish the call with it working.
I've already set a few things up myself. Is this still for me?
Yes. People arrive with all sorts. A project, some saved prompts, sometimes a daily briefing that's already running. Keep what works. What's usually missing is the Brain underneath it and the structure that ties it together.
I've barely started with AI. Is this too advanced?
No. Most people who come tell me they're at Level 1. You answer questions about your own business and the files do the building.
Does the workshop work with ChatGPT, or only Claude?
Both. Claude is what we recommend and what Carl uses live, and ChatGPT works too. Claude (made by Anthropic) and ChatGPT (made by OpenAI) are the AI that runs your Brain. We don't resell either or charge a markup. You pay them directly, and your Brain comes with you if you switch.
Do I need any tech setup before the workshop?
Three things: a computer (desktop or laptop, not a phone or tablet), a paid Claude or ChatGPT account, and a willingness to type. Claude Max ($100/month) is the pick if you're going to use AI seriously in your business, with Claude Pro ($20/month) as the minimum. If you already pay for ChatGPT, you can use that. The free tiers won't get you through the build. We send you a setup link the moment you register.
I'm not technical. Will I keep up?
Yes. You answer questions about your own business and the toolkit does the building. If you get stuck, we sort it out live. At the last two workshops the person who rated themselves lowest on experience finished first.
Will this be another thing I have to maintain?
You build it once in the room. When your business changes, you update a file. The toolkit you keep does that with you.
What if I can't attend live?
Then watch the recording. You don't have to wait for it either. The recording of the last workshop is yours the moment you secure your ticket, so you can go right into it. You'll get more from being live, because you can ask me questions while you build.
What if I don't get value from the workshop?
Email us within 7 days, refund. No conditions, no negotiation. Your time matters more than $97 USD to us.
Is there a sales pitch?
The three hours are spent installing. At the end I show you the next step for people who want to hand over more of their business. That's the Lab, and it starts with a 6 week AI Accelerator Sprint. Take it or leave it. What you install in the workshop is yours and it keeps working.
Can I bring my operations person or assistant?
Yes. Add them to the registration. Same $97 USD covers one business owner plus one team member.
What if I'm in a non-services business?
The Brain works for most businesses. The program after the workshop is built for services businesses, so if you're product or e-commerce the workshop is still useful, but the next step might not be the right fit.

Three hours from when we start, your AI knows your business

You have what this needs. A business that already works. Customers who already buy from you. Years of experience and judgement. What you don't have yet is AI that knows all of that well enough to hand real work to.

Save My Workshop Spot → $97 USD
Thursday 5 November
Australia / New Zealand
8am Sydney · 5am Perth · 10am Auckland
Wednesday 4 November
Americas
1pm Los Angeles · 3pm Chicago · 4pm New York