Welcome to AI Blueprint. Here I go through how you can set up an AI system for your company and the role it will play.
Here I go through and show you how AI has been sucessfully deployed and how it was done so you can get an idea on what you need to do for your company.
I want you to understand why some AI systems fail to deploy sucessfully so that you can avoid these mistakes.
Chat GPT needs to be set up with a 'knowledge base'. Here I will show you how to set this up for B2B and B2C.
The aim of this course is to make it so that by the end you have a fully functioning AI lead generation, sales and onboarding systems. Here I break down how that flow will work.
I need you to start breaking down your lead generation and sales process into components. Once this is done we can start to create the flows which we will then move over into the AI platforms.
Here I sketch out how you build out a conversational flow which you will then take over to Voice Flow etc to turn into and AI sales system.
Define exactly who you’re selling to — so your AI system knows how to personalize every message, ad, or conversation.
Workshop with SOP and Prompts
Clay.com tutorial
How to create AI powering adverts for social media.
Workshop with documentation and prompts
There are various ways that AI is used to generate content. Here I go through the main areas that AI works in and the platforms that you will use.
Learn how to use AI to discover profitable, high-intent content ideas that attract the right audience and align with your personas.
Workshop with documentation and prompts
Learn how to write, edit, and enhance copy that converts — using tone, style, and data feedback loops.
Workshop with documentation and prompts
Transform one piece of long-form content into 10+ new assets using AI automation.
Workshop with documentation and prompts
Automate the content production and publishing pipeline end-to-end.
An introduction to how AI can automate your workflows without having to have a developer create API integrations.
Teach how to structure internal business knowledge and SOPs so AI tools can access and act on them.
Tools: Notion, Slab, Google Docs, Airtable, GPT with RAG
Outcomes: SOP retrieval bots, smart internal assistants, zero-question onboarding
Workshop with documentation and prompts
Automate internal workflows across teams using AI-triggered bots and logic.
Examples: Daily standup summaries, meeting notes, task routing, team reminders
Tools: Slack bots, Notion AI, Standuply, Make.com + GPT
Workshop with documents and prompts.
4.4 – AI in Client Delivery (Reporting, Project Updates, Ticketing)
Use AI to automate deliverables, updates, and service communications.
Automated PDF reports, client dashboards, conversational ticket support
Tools: Google Sheets + GPT, Zendesk + VoiceFlow, n8n + Docs
4.5 – Document Automation (Proposals, Contracts, Scopes of Work)
Generate proposals, agreements, or onboarding docs using templates + AI-powered inputs.
Tools: DocuSign + GPT, PandaDoc, Oneflow, DocsAutomator
Includes “turn deal notes into a 3-page proposal” template
Getting prepared for AI deployment. What you need to get in place.
Ensure your business data is structured, labeled, and usable for AI systems
Key Topics:
What data AI needs (structured, labeled, organized)
Common data sources: CRM, project tools, SOPs, support logs
How to do a “data cleanup sprint” with your team
Outcome: A clean, searchable data layer ready for chatbots, automation, and RAG apps
Workshop and SOP
Build a beginner-friendly AI tool stack using no-code and low-code platforms
Key Topics:
AI tool selection framework (function-first, not tool-first)
How to choose: Make.com vs Zapier, VoiceFlow vs Botpress vs Chatbase
Security & access control basics
Outcome: A tested stack ready for real deployment without developers
Workshop and SOP
Prepare your team for working with AI — and define AI-assisted roles
Key Topics:
AI Liaisons, Prompt Engineers, Task Owners
How to onboard the team to AI tools & workflows
New job roles: AI Support Specialist, Automation Lead, etc.
AI usage guidelines + prompt library template
Outcome: A team that knows when, why, and how to use AI in your business
Workshop and SOP
You need to prepare data in 3 areas to get an effective AI Chat Bot. Here I give a brief overview of those areas.
Here I go through and show you how to design a chat bot flow.
AI Chat bots fail because they aren't trained properly to 'talk' to the end users. Here I show you how to prepare the data prior to data labeling.
How to label text based data using 'Datasaur.ai'
Here I show you a basic overview of Voice Flow and show you the basic features of building chat bots.
This video shows you how to capture user data and store it in variables.Â
How to integrate VoiceFlow to Make.com using a Webhook.
Here I build out a Help Desk integration and then create it as a component. This is a very important concept in Voice Flow.
Creating a knowledge base that Voice Flow can 'train' from is vital if you want your chat bot to be able to talk your company language.
How to use the capture step and create entities.Â
How to create a variable and then manipulate it throughout a conversation using logic, set and prompts.
This is step by step how to deploy a complete e-commerce support chat bot. It can handle 85% of all e-commerce support tickets. If you want to sell via chat bots I do put a workflow in there which will create an order.
How to integrate VoiceFlow and Slack
This is a complete e-commerce support agent built using 'Voice Flow AI Agents'. It is capable of handling 85% of all e-commerce storeÂ
In this video I show you how to create a customer onboarding workflow integrating Stripe, Pipedrive, Docusign, Asana and Slack.
How you can use Make.com to capture leads from Facebook, Linkedin, Elementor, Typeform and send them to Pipedrive, HubSport, Salesforce or Keap.
Filters are used to direct users down different automations depending on status etc.Â
How to create an automated social media content repurposing system using Make.com, Perplexity.ai and Claude.