AI WORKFLOW LAB 2 HOURS / HANDS ON

For owner-operators who have real work to do

Bring one annoying business task. Leave with a tested workflow.

Install Codex, connect the tools where your work already lives, and turn one repetitive task into a system you can use next week.

Get ready for the lab See what happens in the room

YOUR BUSINESS / YOUR MACHINE

01
Directives Define the rules
02
Orchestration The agent routes the work
03
Execution Repeatable tools do the work
TESTED OUTPUT
NO TECHNICAL BACKGROUND REQUIRED LAPTOP REQUIRED REAL WORK / REAL SYSTEMS

What to expect

This is not an AI lecture.

You will build on your own laptop, with your own business in mind. The point is not an impressive chat. The point is a useful file and a process you can run again.

The room, in four moves

From blank laptop to working system.

  1. 01

    Install and sign in

    Get the ChatGPT desktop app open and reach Codex on your machine.

    20 MIN
  2. 02

    Set up the workspace

    Open a clean starter built around directives, orchestration, and execution.

    30 MIN
  3. 03

    Build one real workflow

    Connect the actual source system and create a useful, reviewable output.

    50 MIN
  4. 04

    Test it and take it home

    Correct one failure, define the next test, and schedule a seven-day trial.

    20 MIN

The operating model

A workspace your agent can actually operate.

D

Directives

Durable rules, sources, boundaries, and checks define what strong work means.

O

Orchestration

The Codex agent reads the job, finds the right context, routes the work, and verifies the result.

E

Execution

Small deterministic tools handle mechanical steps that should work the same way every time.

Before you arrive

Five things. That's it.

Do the first three before the lab. Arrive ready to connect the system that holds the real work. If you hit an install or account-access problem, tell Hector before the session.

Test your sign-in Official app download
  1. 01

    Bring your laptop and charger

    Mac or Windows is fine. You will work on your own machine.

  2. 02

    Test your ChatGPT sign-in

    Make sure you can sign in at chatgpt.com before you arrive.

  3. 03

    Confirm you can install an app

    If your laptop is managed by work, check your install permissions.

  4. 04

    Choose one repetitive task

    Pick something annoying, frequent, and easy to recognize when done well.

  5. 05

    Know where the real work lives

    Be ready to sign in to the Gmail, CRM, Drive, or other system the workflow actually uses.

Use live systems with guardrails

Real data. Narrow access. Human control.

We will connect only the accounts the workflow needs and start read-only where possible. Sending, publishing, deleting, or changing records stays behind explicit approval. You handle your own login, and passwords or access keys never belong in a prompt or workshop file.

Good first workflows

Small enough to test. Useful enough to matter.

What you leave with

Not notes. A working setup.

  1. 01

    Codex running on your laptop

  2. 02

    A clean workspace built around your business

  3. 03

    The real source system connected with narrow permissions

  4. 04

    Rules that tell the agent what good work looks like

  5. 05

    One tested workflow that creates a real file

  6. 06

    A seven-day plan to prove whether it is worth keeping

Quick answers

Before you ask.

Do I need to be technical?

No. You need to know your business task and what a good result looks like.

Should I install the app now?

You can, but you do not have to. Installation is part of the lab. Do test your ChatGPT sign-in and confirm that your laptop allows app installs.

What if I cannot install software?

Tell Hector before the lab so there is time to plan a fallback.

Can I use live customer data?

Yes. That is how the workflow becomes useful. We use only what the job needs, begin read-only where possible, and confirm before anything is sent or changed.

Will anyone need my password?

No. You sign in on your own machine and manage the authorization yourself. Never paste a password or access key into Codex.

What if my system does not connect easily?

We can use an export or local file to prove the workflow first, then finish the connection after the useful process is clear.

Your two-minute prework

Test your sign-in. Choose your annoying task.

Review the checklist