Building SOPs with AI Agents | The Agency Advantage

Описание: 🎙️ In this panel discussion, agency experts Robert Patin (Managing Partner of Creative Agency Success) and Karl Sakas (Agency Advisor & Coach) share a powerful framework for building and improving SOPs using AI agents. This isn’t about replacing your team; it’s about scaling smarter, faster, and more aligned with your agency’s values.

Packed with real examples, tool tips, and leadership guidance, this session is essential for anyone looking to organize their workflows, improve adoption rates, and strengthen team and client relationships using AI-powered systems.

💡 What You’ll Learn

How to identify high-impact SOPs for AI automation
Why AI won’t help if your agency’s process is chaos to begin with
Practical tools for building SOPs using tools like Loom, Crew AI, ClickUp etc
How to document processes that humans and AI can both follow
How to ensure your AI agents reflect your agency’s values & mission
Real-world examples of automating client onboarding and proposals
Ways to build trust, reduce fear, and empower teams during AI transitions
Why “intelligent disobedience” is critical—yes, even for AI
How to assess risk, prioritize opportunities, and avoid shiny object syndrome

▶️ Use the chapters below to jump to key moments in the session:

00:00 Welcome & Session Kickoff
01:27 Meet the Panel: Robert Patin & Karl Sakas
03:18 Where AI Agents Make the Biggest Impact
05:16 Why SOPs Must Exist Before AI Can Help
07:20 Building SOPs with Loom, Prompts & Google Sheets
10:05 Automating Emails, Briefs & Proposals with AI
12:26 Measuring SOP Success: KPIs That Matter
14:30 Aligning AI With Agency Values, Mission & Culture
17:29 Overcoming Employee Fear of AI Replacement
20:12 Leading Through Change: The VGR Framework
23:16 Using AI to Deepen Client Relationships
26:25 Identifying Gaps & Asking Better Prompts
29:23 SOP Tools in Practice: CrewAI, ClickUp AI, Custom GPTs
34:00 Automation vs. AI vs. Stopping Tasks Altogether
39:55 Risk Assessment, Prioritization & Closing Thoughts

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