The argument in one line.
Generic AI gives generic advice, but an agent built on a curated knowledge base — one book, one framework, one trusted expert — gives grounded specialist counsel that improves every time you feed it more.
Read if. Skip if.
READ IF YOU ARE…
- A solo founder or small team leader who wants AI that actually understands your chosen frameworks, not just the average of the internet.
- Anyone who has tried using ChatGPT or Claude for strategic advice and found it too hedged, too broad, or missing the specific mental models you trust.
- A Notion user already on a business plan who wants to turn their reading and research into a reusable AI collaborator.
- Someone building or refining an AI agent system who wants a clear three-layer architecture: instructions, skills, knowledge base.
SKIP IF…
- You want a fully automated no-input system — this requires manual curation and iterative ingestion.
- You are not a Notion user and have no interest in becoming one; the workflow is tightly coupled to Notion AI.
The full version, fast.
The reason AI advice feels generic is that it draws from everything, not from sources you trust. The fix is a three-layer agent architecture: instructions that define role and boundaries, skills that define reusable processes, and a knowledge base that holds the curated frameworks you actually want the agent to reason from. The video builds this live in Notion using Claude Opus, sourcing a marketing specialist from Seth Godin's This Is Marketing, and demonstrates that the agent correctly refuses to answer when the knowledge base is empty and gives grounded, source-cited advice once it is seeded.
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00:00 – 02:12
01 · Hook + premise
What if you could clone any expert into an AI adviser? Opening promise and channel context.
02:12 – 04:45
02 · The three-layer architecture
AgentOS hub tour: global instructions dispatch to specialists made of agent instructions, skills, and a knowledge base. The knowledge base is the heart.
04:45 – 07:48
03 · AgentOS overview + download
Demo of the full AgentOS hub, distinction between personal agent (consultancy) and custom agents (automation + credits). Download link pitched.
07:48 – 09:40
04 · Build start: Meta Agent plans the specialist
Using the Meta Agent on Claude Opus 4.7 to plan the marketing strategy specialist. The agent reads its own KB before answering. Four clarifying questions answered.
09:40 – 13:30
05 · Knowledge base schema + button automation
Defining the KB schema live. Notion button automation creates a pre-structured KB page in one click.
13:30 – 17:00
06 · Writing agent instructions + token efficiency review
Meta Agent writes the marketing specialist instructions including knowledge base entry gate. Instructions reviewed and slimmed 55% for token efficiency.
17:00 – 20:15
07 · Skills: Book Ingestion Helper + Positioning Audit
Two specialist skills built and reviewed. Book Ingestion Helper generalised to work across any knowledge base. Instructions linked into global routing.
20:15 – 24:00
08 · Live test on empty knowledge base
First live test proves the system: agent correctly flags low confidence and no KB entries, refuses to answer without grounding, recommends ingestion.
24:00 – 30:30
09 · Book ingestion demo (This Is Marketing)
Seth Godin PDF pasted chapter by chapter. Agent extracts, atomizes, and normalizes into structured KB entries. Chapter list used as ingestion guide first.
30:30 – 33:15
10 · Live test with seeded knowledge base
Positioning question for AgentOS answered by the now-seeded marketing specialist using Godin frameworks. Result read aloud with Speechify. Result deemed genuine and specific.
33:15 – 35:55
11 · Compounding loop: self-improving KB agent
Harmonious Seeker custom agent configured to run weekly, review KB for gaps, suggest new entries from reputable sources. Credit cost acknowledged; personal-agent skill alternative recommended.
35:55 – 38:55
12 · Showcase + CTA
Existing YouTube content strategist agent shown as proof of long-term value. AgentOS download CTA. Channel milestone: 20k subscribers.
Lines worth screenshotting.
- An AI agent without a knowledge base is still just an AI — the knowledge base is what makes it a specialist.
- Skills define what the agent does step by step; the knowledge base defines what it knows. Confusing them produces mediocre agents.
- Agent instructions should be reviewed for token efficiency after every major build — a 55% reduction is not unusual and always improves reliability.
- An empty knowledge base that correctly returns low confidence and recommends ingestion is a success, not a failure.
- Pasting book content chapter by chapter into a chat window outperforms uploading a PDF for any document over 15 pages.
- Notion's personal agent is credit-light and suited for consultancy-style collaboration; custom agents are for scheduled automation but cost credits.
- A compounding knowledge loop — weekly audit, gap detection, new entries from reputable sources — is the upgrade path from a static agent to a self-improving one.
- The knowledge base is LLM-agnostic: the same Notion KB works across Claude, Gemini, and DeepSeek depending on which model you select.
- Writing the job description for an AI specialist is the same cognitive task as writing a job description for a human hire — role, mission, boundaries, handoff rules.
- Curating sources is the work that makes the agent valuable; the AI does the atomizing and normalizing, not the selection.
- An anti-drift protocol in agent instructions — explicit rules about when NOT to answer — is as important as what the agent is told to do.
- Asking the agent to review its own instructions for token efficiency is itself a reusable skill worth adding to the system.
What makes an AI agent actually useful
WHAT TO LEARN
The gap between generic AI and genuinely useful AI is not model quality — it is whether the agent is anchored to a curated body of knowledge that was chosen deliberately.
- Generic AI draws on everything it was trained on; a knowledge-grounded agent draws only on sources you have curated and trust, which is why its answers feel different.
- The three layers of a working specialist agent are instructions (who it is and what it will not do), skills (reusable step-by-step processes), and a knowledge base (the principles it reasons from) — conflating any two of these produces a weaker system.
- Atomizing a source means one concept per entry with explicit fields for when to apply it and how confident you are — the structure is what makes it retrievable, not the volume of content.
- An agent that correctly refuses to answer when its knowledge base is empty is behaving as designed; low-confidence responses that recommend ingestion are a feature, not a failure.
- Token efficiency in agent instructions matters more than thoroughness — a 55% reduction in instruction length with no loss of quality is achievable through a single review pass, and shorter instructions produce more reliable behavior.
- A weekly automated audit that scans a knowledge base for gaps and proposes new entries from reputable sources turns a static reference into a compounding asset that grows without requiring manual research every cycle.
- Pasting source text chapter by chapter into a chat window is more reliable than uploading a PDF for any document over 15 pages, because models process pasted text with higher fidelity than extracted PDF content.
Terms worth knowing.
- AgentOS
- A multi-modal personal agent instruction system for Notion that uses global instructions to dispatch to specialist sub-agents; built by the creator and available at bettercreating.com/agentos.
- Knowledge base (agent context)
- A structured database of curated frameworks, principles, and case studies that an AI agent searches before answering, grounding its responses in chosen sources rather than general training data.
- Skill (agent context)
- A reusable, step-by-step process an agent can invoke for a specific task, such as ingesting a book chapter or running a positioning audit.
- Meta Agent
- A prompt engineering specialist sub-agent that the creator uses to help build and refine other agents; it consults its own knowledge base of agentic design patterns while doing so.
- Atomize
- The process of breaking a source text into discrete, single-concept knowledge base entries — one insight per entry — so the agent can retrieve and apply each individually.
- Anti-drift protocol
- Rules written into agent instructions that explicitly limit scope and prevent the agent from drifting into adjacent tasks or giving ungrounded answers.
- Confidence level
- A property on each knowledge base entry (High / Medium / Low) the agent uses to prioritize proven, validated ideas over untested ones when formulating advice.
- Compounding knowledge loop
- An automated cycle where an agent periodically reviews its own knowledge base for gaps and suggests new entries from reputable sources, causing the knowledge base to improve without manual effort each cycle.
Things they pointed at.
08:00productMeta Agent (free version)
09:01toolWhisperFlow
30:55toolSpeechify
11:40bookSeth Godin — This Is Marketing
04:50bookOlly Richards — Anatomy of a $10M Online Education Business
10:10linkAgentic Design Patterns document
01:44channelBuilding a Self-Learning Knowledge Base in Claude (previous video)
Lines you could clip.
05:06
“Without the knowledge base, I found that the end AI tends to just be still a bit generic, but with — like, a very clear process that it's following.”
31:45
“This is a specialist, not a chatbot giving you the same generic advice it gives everyone else.”
34:55
“Make it, trigger it once a month. Review the knowledge base, flag anything outdated, suggest three new entries based on the gaps — and it will get sharper every cycle.”
Word for word.
Read-along
Don't just watch it. Burn it in.
See every word as it's spoken — crank it to 2× and still catch all of it. The same dual-channel trick behind Amazon's Kindle + Audible.
metaphoranalogy
00:00What if I told you you can take any book, any body of research, any expert's entire framework, and turn it into an AI adviser that actually thinks only from that knowledge?
00:11Not a chatbot that makes things up. A specialist collaborator backed by sources you choose that can advise you on demand around your specific work and business.
00:21That's exactly what I'm about to show you how to build. We're gonna do it in Notion, but you could use this for any AI system like Claude. Notion's just a really great visual way to demo it, and I thought it was about time we did.
00:33It's what I built for my business in my updated personal agent OS, and it's helping me improve the quality of what I do and stay far more consistent. A YouTube specialist who's absorbed every retention study I trust. A marketing expert built from an entire book.
00:49Each one has its own instructions, skills, and its own dedicated knowledge base, which is the heart of this video.
00:56And the only reason they're any good is because they're grounded in real curated knowledge, not generic AI training data. So if you wanted to by the end of this video, you could go away and have Alex Hormozi and Obama theoretically on your board of advisers.
01:12This is the bit that gets me excited for anyone running a lean team or solo business. You can build a specialist set of team members, marketing strategists, business consultants that support your in person team around grounded frameworks you actually trust. So your business works harder without you and your team working harder.
01:31So I'll build one from scratch, a marketing specialist. By the end, you'll have everything you need to know to build your own. And, well, after last week's Claude video, which went rather viral on building a self learning knowledge base, you should stick around because I'll show you how that feeds into this.
01:47Turn that knowledge base into one that self improves. As we build, I'll use my meta agent, a prompt engineering specialist I've built, which is actually available in the description below so you can download that and build with me.
02:05Before I build anything, let me show you the shape of what we're gonna make because once you see it, it clicks. So if you look at my agent OS hub, you'll see I have instructions first, global instructions. In my instance, it's really an orchestration layer that picks specialist modes from a list.
02:23If we go back to the hub, what we're gonna build together is essentially the specialist, and that's made up of three things. The agent instructions, these are my sub agents. As an example, we'll look at my meta agent that's gonna help me build it.
02:35We have the instructions. This is who it is, how it behaves, what its main mission is. Think of it as the job description you'd write for the new hire, and you'll see within it, it has its own source of truth, the knowledge base, which we're referencing within it.
02:51We'll come back to that in just one moment. We then have a set of skills. Skills are reusable playbooks for processes and actions, step by step processes that an agent can follow.
03:04This can be anything from writing an executive summary for a meeting, super simple, or it could be something more complex like a weekly inbox sweep where it works for your entire inbox and gives you answers.
03:18The way you would set up a skill, let's take, for example, our consulting pitch drafting skill, is you can configure it to any page to be a skill. You can go into the top right corner, use with AI, and then click user skill. You could also create one which is as an AI meeting note instruction for your AI meeting notes.
03:35And this is basically the single page you pick to run your system. That for me is my global instructions. And the best thing about it is with my agents up here, I can then link skills and relate them to agents so they know which skills are primarily for them.
03:51And third, the most exciting bit that I wanna demo to you today is creating a , the knowledge base. This is my online business marketing knowledge base, and you can see it has a bunch of frameworks, strategies, models written into it.
04:08This becomes a database of everything you want that agent to know, frameworks, principles, case studies, and examples.
04:16Most importantly, curated by you, and it's from sources you trust. I've got the AI to summarize the key insights of each entry. Most importantly, when these frameworks for ideas should be applied, and then my sources.
04:30You could, for example, make a single knowledge base based around someone like Ollie Richards' incredible book on online business and turn that book into a kind of digital version of that person to help you. I found this really interesting to engage with Ollie's book and then actually apply key principles.
04:49So what I've got my meta agent to do is build me summaries of key ideas from each chapter broken down by principle.
04:58And what's really cool is then in mine, I've then got it to link to other sources. So Daniel Priestley says something similar, so I've linked it to Daniel's ideas as well. That is the brain for your agent.
05:11This means that your agent will not give you generic AI advice. It's giving you grounded advice based on a body of work that you have curated. So a skill is a clear process or set of actions that you define, whereas a knowledge base holds the principles and ideas that inform the agent's decision making.
05:29Without the knowledge base, I found that the end AI tends to just be still a bit generic, but with, like, a very clear process that it's following. So this is why I've added this feature to my system.
05:40And most importantly, because this is in Notion, it is kind of LLM agnostic.
05:47Notion AI runs on different models underneath, so you're not locked into one provider. So you've been looking at my AgentOS skills hub, and it's built into AgentOS.
05:58You can download this. This is a multimodal personal agent system for Notion. You just hook it up to the personal agent on a business plan.
06:05You set your global instructions, and it will select from those global instructions to pick specific specialist modes and answer you.
06:14It's amazing. So if you do wanna download this, it's available at bettercreating.com/agentos. I've just updated it with this new skills and knowledge hub system.
06:22So existing users, it's free for you to update. Just go and redownload it from the marketplace and, uh, you get all of these new updates.
06:32Now before we build, I think there's one more bit of learning around Notion that's worth you being aware of. These specialist assistants, these consultants, they don't replace real people, but they do help you if you know how to think iteratively and work with it.
06:46It helps you hold yourself to that knowledge and that understanding more closely. Therefore, it's also something you will only really want to use in chat. These are not for Notion's custom agents, which are these guys.
07:00And what a custom agent is different to the personal agent are things that can run for your whole team. They do specific jobs like briefing or so on and so forth. So when I created a content strategist and a business marketing strategist, I realized that these were kind of not worth it.
07:14I may as well move them to trash because they cost credits. And when you're using credits, it's not worth it for this kind of interface. So with that said, you can get these custom agents to go and look at these knowledge bases and these skills and use them.
07:32So you do have that cross agent functionality. For consultancy type collaborations with AI, just stick to the personal agent interface. Okay.
07:41It's time to go and build ourselves an agent with a knowledge base and some supporting skills.
07:50I could build it from scratch, but we're gonna use my meta agent to help me do it from scratch because it's a much faster route. Inside Agent OS, there is this meta agent. I've also linked a free smaller version of it in the description below if you want it.
08:05You can just watch, But if you want to do this with me, you're gonna wanna download the free version of my Meta Agent or my full Agent OS and follow the setup guide first so that's set up. And what that basically means is in your chat window, you need to make sure that you have either the Meta Agent connected or the full global instructions for Agent OS.
08:28But you need to have access to the Meta Agent instructions. That's what I'm gonna do. I have models to build with.
08:34We even got Kymi and DeepSeq. Pretty cool. But I'm gonna go for Opus 4.7, the most powerful option.
08:40And I'm gonna start by talking to it. I want to create a marketing strategy The source material is going to be from a book that will ingest.
08:55Build me a knowledge base and a set of instructions using the your meta agent. If you're wondering, I'm using WhisperFlow, which is an AI interface far better than any inbuilt interface.
09:06I use it across all my devices. It knows me. It knows my snippets.
09:09It's fantastic. Check it out. You'll see that we'll need for that knowledge base a topic, category, key insight, when to apply confidence level, source.
09:18These are gonna really be properties in the knowledge base. Okay? And what we're gonna say to it is, let's make a plan for what that will be, and you can decide in what order to do this work from the instructions through to the knowledge base.
09:32I'd also like to create a couple of specialist skills that this agent might be able to utilize as actions linked to these instructions. Great.
09:41So let's send that off. So you can see it's loaded the meta agent.
09:46It wants to build a marketing agent. We're actually getting an example of what an agent does when it reads its own knowledge base. So here we go.
09:54Before I start building, I want to lock in the plan with you. I've grounded this in the prompt engineering database. So there you can see it's actually using its knowledge base.
10:03If you're interested to know what that actually is, if we go back into here, our AI agent and prompt engineering database. And I actually built this from one key source, which is worth looking for. It's the agentic design patterns document that you can find online and a bunch of other things.
10:19But I worked through and added essentially every chapter and got it to draw out the key principles. It seems like a huge amount of work, but you're getting your agent to do a lot of this input.
10:29Okay? Now what's really nice is because we're using Opus 4.7, Claude users will recognize this, the ask user question interface that's now turned up in Notion.
10:38So let's just see what it said. So it said, the proposed build, a focus adviser that helps you with marketing strategy frameworks. And by the way, it's saying real BC decisions.
10:48That's based on its wider context it knows of my business better creating. So you can see that it's gonna follow these key items.
10:55Two specialist skills, recommendation below, proposed order, scope and confirm, create the knowledge base, write the specialization instructions, build the skills.
11:04Fine. And do you wanna start it from scratch or click the new knowledge base button? This is built into my system.
11:12Again, this is worth showing you. The reason it said that to me is the meta agent has said, do you wanna click this button? And here it is.
11:19This is the button just to create a new knowledge base that's already laid out. It just solves some of the problems. What I did is build myself a button in Notion that creates a new knowledge base, and it adds all of the things that you would want to see in it.
11:31I'll click.
11:34Okay. So interestingly, it did select the book I wanted to use, which is I wanna start with Seth Godin Godin's This Is Marketing.
11:42I'm gonna click next. I'm actually doing a demo of how to create a marketing specialist.
11:48Could we consider doing this as a standalone version, not worrying about the other one? But keep in mind that I might want to integrate this one into the existing. Please give me your recommendations on if it's worth having this as a separate specialist agent or whether it will get confusing with my existing mode seven.
12:06So let's share that. Which two specialist skills should the agent ship with?
12:12So this is nice. Normalizing stuff for an agent.
12:16We're gonna give it a skill which helps it ingest things. This is a really useful thing. It's about it's about what we're about to do.
12:22So let's do that, and let's do a positioning audit. Nice. Note that the positioning audit should also be based on anything we discover from the Seth Godin and can be updated.
12:33Add that to your plan. So you can see we're explaining how to build it. The key is not to just let AI do it all.
12:39You need to take some control of taste and choice about how it works.
12:45It's asked my four questions. Now it's consulting its own knowledge base on good prompt engineering. And here we go.
12:53Good answers. So it's gonna say, build it as a stand alone. It will not get confusing if we set the boundaries correctly.
12:58Great. So seven is an online business and marketing strategist, broader operator covering execution, funnels, launches, pricing. The marketing strategy specialist sourced from one book is a deep advisory lens.
13:10Great. You're going with the user led knowledge base creation. Right.
13:14So let's add the knowledge base. So we're gonna go back to the agent thing and click the button. You could, of course, get it to build you this, and Notion agent has all the tools that anyone would have in Notion, so you can just ask it to build it.
13:25And I'm just going to click the link. I'm do gonna do command l to copy the link to that page, and then go back and say, command v.
13:36This is the new knowledge base template. Please build out what you need, rename it, and design it around our plan. So it's gonna work through these five steps.
13:45Excellent. While it does that, you'll notice that we have this option for categories. Now categories let the agent search by area, so pricing, positioning, audience.
13:54We've got confidence. This means it can prioritize proven stuff over untested ideas. So if you're adding new material in, that will go in as low until something is validated.
14:05Right? Let's see what it's up to. Okay.
14:07So it has built and renamed the marketing strategy knowledge base. There you go. We have these elements in it.
14:14Excellent. It's added kinda key ideas, which is cool. We've got the content type.
14:19Excellent. So this is the model to build from, and this is all listed in my meta agent, essentially. We've got views.
14:25So if we can go and have a look at it, there it is. We go in. We've got by category, by confidence, board, entries.
14:33Fantastic. Like, I mean, that's that's really excellent. It's all built and ready to go.
14:37So love that. Draft the marketing instructions. Excellent.
14:42So that's what we're gonna do next. Great. Go ahead and build a new sub agent instruction.
14:48You're right to put that in the database, and make sure that the knowledge base we've created is directly referenced as a linked view early on ensuring that that is a mandatory step before it answers anything. Off it goes.
15:02Now what I mean by that mandatory step is if we look at my, like, online business marketing coach, it's got this knowledge base saying you have to read this before you do anything. We wanna make sure that's really clear. So it literally gets told, this is your purpose and your North Star, and this is your knowledge base.
15:20Okay? So that's what we wanna ensure this one has. So you can see it's reviewing, it's loading stuff, and it's starting to work out boundaries for handing off to my other mode.
15:31It's thinking all this stuff through. So it's basically writing the job description for this agent, this colleague, a training manual on one page, who the agent is, where it looks for answers, what standards to follow.
15:44It's also, you can see here, laying out the positioning audit skill. A quick note, remember that the instructions should be a guide of how it works and its North Star focus.
15:54Remember that we'll need to build out the knowledge base to give the content and focus of how it can do things. The same with the positioning skill. Let's write one, but make a note that we're gonna need to update this once we have more information ingested.
16:08So this is something you can do. You gotta be careful. You can, like, kind of add little in instructions.
16:13I find this is helpful because it can interrupt and add the information, but you gotta be careful because sometimes it can kind of mess things up and it can get lost in its process, or you can overload the context window probably. So just be careful in Notion not to overdo it. So there is our marketing strategy specialist.
16:27We go and take a look. Overview is basing it on the existing versions. Run the knowledge base entry gate.
16:33Fantastic. It's now attaching the linked knowledge base view into that view. Routing versus mode seven.
16:40Excellent. Specialist skills, working method, classify, run this, invoke the skill, apply, validate, anti drift protocol.
16:48This is all based on my meta agent instructions. These are all good practices for writing agent instructions. How it works, how to avoid it drifting, what is a success, and then it's got memory live notes.
17:03Live marketing strategy, read me before answering. Great. It's gonna drop that in.
17:06So let's now just go back to our conversation.
17:14Skills written by AI often have problems. You need to make sure that you're really clear about how you want it to work. So skills and instructions, that's where you should review what is written, and you'd be amazed how quickly you learn it.
17:24Please, could you now review the instructions for token efficiency and see if you can find any improvements that can be made for keeping the quality of what we've got, ensuring the steps are followed, but reducing the amount of content on the instruction page. So this is a task that our meta agent has, our template for this.
17:43And I basically ask it to improve token efficiency, which means less to read, more clarity in the instructions. So let's send that off, and we should see this now improve.
17:55But, yeah, we have our marketing strategy specialist adviser ready to rock. While it's doing that, let's check out the skills it's created.
18:03We have the book ingestion helper. Let's open this up, and it has here it goes through it, extract, atomize, normalize into knowledge base entries.
18:14So the next step is gonna be to ingest content into the knowledge base. And to do that, you're gonna wanna feed in book content and then have it on each section extract all the information from within it, atomize.
18:27So go what are the key concepts to take out. This is mode 10 splitting logic, and then normalize into knowledge base entries.
18:37Okay? So we can then have that listed in, and this is the kind of view of what it should be. Quality gate, so on and so forth.
18:44And what I'm gonna do on this actually is quickly just start in a new chat. Just go into here and just say, please, can you adapt this skill so that it will work for any knowledge base ingesting books?
18:57Consider how it aligns next to and whether it's actually redundant or the two should be combined.
19:11This skill was built for a specific marketing knowledge base, but really, we need a skill that works across multiple systems.
19:20Alright. So we'll leave that doing that. Let's go back and see what's going on here.
19:24So it's done a review. It slimmed them down 55% shorter.
19:29Opening call out is now clear. Entry gate is clear. Scope self, anti drift, kept compressed bullets.
19:37Excellent. So it just all is now a little bit more contained, boundaries and handoffs, routing rules, anti drift.
19:44It's all much better. Great. Okay.
19:46So I'm really happy with my marketing instructions now.
19:50Excellent. So it's cleaned these up, made them generic. One thing I've noticed in inputs required on target knowledge base, can you make this more of a generic instruction since I may add more over time and so this would become stale?
20:05And what you can do is if you highlight something in Notion, it will see that you've highlighted it here. So we're just updating now the skill.
20:14So let's just take a little step back and see where we are. It's built these elements, the skills, the mode, the knowledge base.
20:23Now what's missing is linking it to my global instructions so that it can be called upon and information into the agent.
20:34Right? That's kind of it. So we're pretty close.
20:37So what that means in practice is if we go to my hub, we have all of our agents written in here now, but it's not referenced in my main global instructions. So in Agent OS, what you have is a global instruction page and the kind of orchestration layer.
20:52We pick a mode, and it needs to be listed in this view. And so I actually just get it to write them.
20:58It's easy. We just ask it to do it. Please use the model on the global instructions page and and the mode seven b entry.
21:07And then we're gonna start ingesting information into it. We've cleaned this up, so it's now target database is clear. Okay.
21:13So let's take a look at where we are. Here we are on the home page. We now have our knowledge base ready to be seeded.
21:20Our sub agent created with specialist instructions that were created with the help of our meta agent with its own instructions.
21:31Next, we create a couple of additional skills and I believe positioning audit system.
21:38So we can now check that one as well. That's pretty tight. I'm pretty happy with that.
21:42That doesn't need adjusting at the moment. And we're going to using and refining, and the same with this guy.
21:48Let's go using and refining. So I have a little status thing for them. Let's make this one active.
21:54And now in our global instructions, we should see that it has added mode seven b, the marketing strategist specialist adviser.
22:02It says what it does, when to pick it. Do not pick when doing these things, and always operate in line with these details.
22:12Excellent. Now we need to ingest some information. Actually, it recommends a live test so let's do that.
22:19How should I position the Agent OS for Solo Founders? Nice idea. Let's do that.
22:24So if I was to move to a new chat, can you save this conversation as a chat history entry in the chat history database referenced in your global instructions, and then give me a prompt to move on to a new chat window referencing that chat history page you create.
22:47So I've built something called chat history for my Agent OS, and it's a way, because Notion doesn't really support it yet, of adding specific entries that I want the AI to remember over different sessions. And it just creates a really brilliant way to keep memory and context updated, but I need to do more work on memory.
23:05And I'm gonna be looking at how to do that in a future video, so get subscribed. Let's test it. We'll set this into, say, Opus.
23:12So what we should see happen if it's working is it should, a, load mode seven b, and then, b, go there is no information in my knowledge base. I can't answer. That's what it told me it should be doing.
23:23Good. It's picked the right mode. Viewing the database.
23:27Great. It's following the process. Low confidence.
23:29Excellent. I've searched it. There's nothing in there.
23:32I don't think I can help you. There is proof why this system is so powerful. I'd recommend running this ingestion helper and adding the information.
23:41However, here are my opinions on the positioning nonetheless. Great.
23:48Medium grounded on real customer data, but not on your information. Excellent. That's really good.
23:53That's exactly what we want to see. Let's go back to our specialist, which has now dropped everything into the chat history, and then this is what it wants us to continue with.
24:03Excellent. So we're gonna copy that, and we can start again. Okay.
24:06Let's now do the ingest of information, and I'll show you how that works.
24:12Right. So my plan now is to ingest this book as a demo. This is a PDF online version of Seth Godin's This Is Marketing, which I'm gonna use to do that.
24:23So this is the, uh, instructions that it gave me previously to paste in, to restart. I'm gonna paste that in, but something we have already done here is we've actually run the live test, and we've actually done that.
24:36So let's put it into we've got 4.8 is now here.
24:40Why not run that? Let's see what happens. So you can see I'm referencing back to my chat history page, which is here in the chat history.
24:47That's part of my agent OS system. And we're gonna have a go ingesting this book, and I'll show you how this works. So let's go.
24:55I've found that you probably do wanna use quite a solid model here. What I'm loving about Notion's personal agent is that you do get really good access to the Claude models.
25:04It's not so credit based because you're paying a business plan on what you get. I think they may like, if you use it a lot, slow it down, but, uh, I found this to be very good. But Notion is a very affordable way to use LLMs to ingest data.
25:19This is quite hungry on using tokens, but this does seem to be very good because it's all included in the plan.
25:25So I'm really enjoying that at the moment. Right. So it's in this mode.
25:30Paste chapter one text. Now I think there's a really good approach to this.
25:34I'm gonna say this. First of all, here is a chapter list. Please make yourself a brief plan that you can refer to of all the chapters in the book, which is what we will work through in order together drawing out the key frameworks and atomized value points that could be applied to a useful assistant for this mode that we're going to seed.
25:58And we'll paste the chapters in, and I'm just pasting it in, like, loosely off. I've copied it off the the PDF.
26:05Here we go. Great. So it's creating a structured reference guide that maps out the chapters so we can extract them in the mode seven b.
26:13It's already linking potential categories, and it's got its candidates.
26:18Excellent. So what I'm actually gonna do is an example of feedback that you can do in this process.
26:24This is great. Before we now begin the ingest, please update your instructions thoughtfully and without creating too much token bloat to make sure that this is suggested as an option within the book ingest skill.
26:43I think it's good practice that you would always go, is there a chapter list I can use first as a guiding structure? So part of good prompt engineering like this is just thinking logically as a leader. Essentially, it's going, oh, great.
26:57You didn't know about that. So before I continue, I'll make sure that you update your instructions so that you do remember that in future. And that's better in the underlying instruction that we'll always use to do this process.
27:08This is how you improve and iterate skills over time. So what I'm gonna do is get the first chapter, and literally, what I'll do, find the chapter and just take the introduction and chapter one, and I'll just literally go through.
27:21Now you can do this by giving a PDF to Notion, but I find that AI struggles with PDFs any longer than, say, 15 pages. And, honestly, just pasting the content in is so much better.
27:35So I'm gonna go through and do the first three chapters as a little example for you. Okay.
27:40Here's the intro and the first three chapters for you to work through. You need to be careful not to paste too much because there probably is a limit on the window. I wanna check that it's got through to the end.
27:50Yeah. That looks great. And now we'll see the process of what an ingest looks like.
27:54Actually, I think I might have actually gone all the way through to chapter four, and I've confused it. Now I'm using Claude in Notion here, and for me, it's a brilliant model.
28:05It's just the best of most things for what I do, particularly as a knowledge worker. I really like watching how it thinks and reasons. And when you do that, you can then kind of assess if you need to update your prompting or improve it to keep it focused on the right things.
28:19What's great is it's using, like, things like understanding how to use headings three. This is all why I like using Claude directly in the Notion interface for certain jobs like this.
28:31You're not using an MCP to come in from Claude Cowork or Claude Code, and it's already trained on how to use Notion because you're using it within the Notion window. This is why I think a lot of people will really benefit from having a dual approach, Local with Claude Code and my coworker OS, and then in Notion using something like this agent OS.
28:52Anyway, let me know again in the comments what you make of that. This is a great example of our system in action. It's selected the correct mode.
28:59It's followed its own instructions, and then it's loaded a skill we've created. Look at that.
29:04It's creating all of those pages. Let's go and take a look at them. Here they all are.
29:09And we have all of these items prefilled. Right?
29:13So principles, case study frameworks, principal principal framework, who's it for, what's it for, vision. I mean, all stuff that I would not have read. Let's take a little look at the first principle, the myth of rational choice.
29:25And it has these kind of when to apply it, and it's laying out what it is, why it works, how to apply it, examples. So this is the joy. Right?
29:32What it's doing is atomizing. It's taking the key ideas in the book and making them very easy to read for an AI agent.
29:41Unbelievably cool. So look at that. Loads of stuff.
29:44Now, of course, you would now just work through and let it run, you know, and and do all of the chapters you need to handle, which is great. Let's hold it for the next session, and I'm gonna just give this a little test as as it stands.
29:58Great. Please log this to the chat history and create me a prompt for picking back up as well as a prompt to test the knowledge base and its related instructions as it currently stands so I can demo it to my audience.
30:22Okay. Cool. So it's done it.
30:24I think the demo prompt is a little bit leading, so we won't worry about that, but we have this ready to go. So let's now do a new window and test it out.
30:34Going with full Opus 4.8, although remember, you could pick any model you like. You go into Gemini and ask it, and it would use the same instructions.
30:43But let's use Opus because I really like it. I'm planning on releasing a business OS for nontechnical founders, entrepreneurs, creators who work with teams to organize their information and make a workspace that's agentic forward, focused on using AI intentionally.
31:06How should I position this when I market it? Interestingly, you could do use plan mode, which is cool, or we could just do a normal request.
31:15We can add sources. We can do various other things in here, but I'm just gonna leave it like that. And we should see it bring up the marketing specialist.
31:23Let's see. Look at this. It's loaded my who am I page, a good trick, gives context, my voice profile, and the correct adviser.
31:31This is a specialist, not a chatbot giving you the same generic advice it gives everyone else. A specialist that knows your chosen frameworks and follows your rules, and it gets better every time you refine that knowledge base or add a new skill.
31:44Okay. It's read those key references, and here we go.
31:48And why don't we use my favorite tool to get this read back to us, Speechify.
31:53Everyone is not your customer. Seth Godin. This is marketing the question restated.
31:58How do you position a nontechnical AI forward business OS so the right people instantly get who it's for and why it matters? This does genuinely feel like I've asked Seth Godin how to approach marketing it. What I love about this is it's not just based on the knowledge base.
32:13It's also based on a wider understanding of my business. It's clearly looked at my context. I mean, look.
32:19This isn't gonna replace working with people, but what it does do is it builds real clarity of thinking into how you're doing things. Like, this is totally fantastic.
32:29I love this as well. Position against AI productivity, not within it for my business OS.
32:35It's crowded. Do more faster. Yours is less but better, and it's a different and it's a differentiator.
32:41And that is true. So if you're interested in the idea of a just this, a Notion Business OS template that would integrate with Agent OS and all of this and be a place to work, I'm working on it right now.
32:54We've almost finished it. So make sure you get in the description below. Grab the free guide to my agentic business transformation and fill out the form, and you'll hear more about this very soon when it's available and ready to go.
33:07But, uh, yeah. Thanks, Seth Govden, for helping me do this.
33:13Okay. So this knowledge base we built is static right now. It's amazing.
33:18It's got all of this information, and the agent can find them and use them. You add entries, done. But what if it could grow every time you use it?
33:25And what if it could research for itself? Well, you could create a compounding loop.
33:32Essentially, what you create is a health check. I'm gonna demo that really quickly, but here, you can see the concept of how this works. You ingest information into a place, and then you get a compounding loop to happen by asking the agent to review the content in the knowledge base, look for gaps, and then go out and research from reputable sources what other entries might be that you could add.
33:57Now it might not be true if you just want this to be the knowledge base of a single book that you need to use this. But by doing this, you can create something that automatically improves itself. So the way I would go about this is actually create a custom agent.
34:11What we could do is do this. New agent, I'd like you to create a system where you review a specific knowledge base on a schedule each week.
34:24And in doing so, you look for gaps in the knowledge base and where it could be improved, and then go out and suggest new entries that could be made based on deep research in the field from only reputable sources.
34:40Let's make this agent be a specific agent for automatic knowledge research for this database, and then we'll put the marketing strategy database.
34:52So a custom agent is slightly different to a personal agent instruction and that it is going to run automatically on a trigger.
35:02So you can add triggers. You can add tools that it can call upon, and you can do various, you know, things like setting a mode.
35:09Now the problem with this is it will cost credits. You can set a limit now for what these are, and you can view a kind of a graph of its progress as it works through it. What it's gonna be really brilliant at doing is automating the process of improving that knowledge base.
35:23Let's open up the instructions it's creating. You are an automatic knowledge base agent for marketing strategy knowledge base database. Each week, review gaps, redundancy, areas needing cleaning, when to apply triggers, propose new high quality entries backed by reputable sources only, where appropriate, add suggested entries to the database in a structured, consistent way.
35:43So you could say that this has to be approved, or you could let it do it. It will scope the knowledge base, look through it. Now, of course, you would want to refine this, but this is properly cool.
35:53Right? This could be a really fantastic system, and it's the kind of equivalent to what we've done over in Claude co work with my self improving knowledge base.
36:04So check out that video after this. I won't demo it now, but this is a really interesting concept for you to consider. Let me know in the comments what you make of it.
36:11Now with that said, a lot of us won't wanna be spending credits like this. So I'm just gonna save that without a trigger and turn it off so that I don't have to pay money on it.
36:20You can watch some of my other videos on the channel if you wanna learn about how to create custom agents. There's a full guide. The other option, of course, would be to keep it much simpler than that.
36:29Go and make yourself a skill that does exactly that, and then you can just trigger it with personal agent once a month. Run this skill.
36:38That is how I would recommend you approach this because it's a hell of a lot cheaper. And you would make that skill say something like review the knowledge base, flag any anything outdated, suggest three new entries based on the gaps, and it will get sharper every cycle. You can also make it update the skill each time you do it.
36:54So instructions, skills, knowledge base. Now I've been running these two in my personal system for years now, and they're amazing.
37:02My favorite has got to be my content strategist and YouTube expert. It's changed how I plan absolutely every video. I mean, check this out.
37:11It's helping me design thumbnails. It's helping me write YouTube descriptions. It's helping me work out packaging with thumbnails and titles all based around these skills, tightening and polishing, this massive knowledge base of sticky scripting and niche focus ideas.
37:31It's like it's totally brilliant. So if you build yourself the right system, it's really powerful. Let me know if you would value something like this in the comments, and maybe I'll release the kind of YouTube specialist at some point, but it's really cool.
37:44And if you're running a small team or a solo business, something like an online business and marketing strategist that I showed you earlier is just incredible for helping you scale and think without the headcount. It's a big, big difference.
37:58So if you're interested in the principles of applying this stuff, go and check out AgentOS newly updated as of this week with these new database systems. You don't get that YouTube specialist in it. I will say that.
38:13But what you do get included is pretty cool. A productivity coach, a decision maker, a vision and goal setting coach, and there is actually, I I take that back.
38:22There is a kind of content writing and social media agent as well as that meta agent to build your own. So we'll get started. Link in the description.
38:29I hope you enjoy it. Now as of right now, in just a few months, this new channel has hit 20,000 subscribers. Thank you so much for doing that.
38:36If you haven't subscribed, make sure you do it below. And a lot of you have been asking, how am I using Notion and Claw together?
38:43When should we use which? Well, you should probably watch this video next for my system of using the two, and there'll be loads more on the channel as these tools develop over time. See you.
38:54Bye.
The Hook
The bait, then the rug-pull.
What if the AI adviser you have been missing was already sitting on your bookshelf? The creator opens with a stack of business books and a single question: can you take any expert's entire framework and clone it into an on-demand specialist — one that reasons only from sources you trust, not from the average of the internet?
Named ideas worth stealing.
02:15model
Three-Layer Agent Architecture
- Agent Instructions
- Skills
- Knowledge Base
Every specialist agent needs: instructions defining role/boundaries, skills as reusable SOPs, and a knowledge base of curated principles the agent searches before answering.
Steal forAny AI agent build — applies equally in Claude Projects, CustomGPTs, or any system with a context window
09:05list
Knowledge Base Schema
- Topic
- Category
- Key Insight
- When to Apply
- Confidence (High/Medium/Low)
- Source (Book + Chapter/Page)
- Related Entries
The structured fields that make a knowledge base searchable and useful to an agent — not a document dump but a normalized database of atomized insights.
Steal forBuilding any curated agent knowledge base in Notion, Airtable, or a vector store
18:12model
Extract - Atomize - Normalize
- Extract: pull every distinct concept per chapter
- Atomize: one concept per KB entry; split if multiple triggers
- Normalize: fill all schema fields; quality gate before saving
The three-step book ingestion process that turns raw chapter text into structured, agent-ready knowledge base entries.
Steal forTurning any book, research paper, or transcript into an agent knowledge base
33:30model
Compounding Knowledge Loop
- Ingest source material
- Agent uses KB to answer questions
- Weekly audit: scan for gaps and redundancy
- Research and propose new entries from reputable sources
- Review and add approved entries
- KB grows each cycle
A scheduled self-improvement cycle where the agent audits its own knowledge base and suggests additions, turning a static library into one that compounds over time.
Steal forAny long-lived agent system where the underlying domain is still evolving
How they asked for the click.
VERBAL ASK
37:45product
“Go and check out AgentOS, newly updated as of this week with these new database systems. Link in the description.”
Soft, conversational pitch after the demo value has been fully delivered. Also plugs a business OS template coming soon via email list.
MENTIONED ON CAMERA
FROM THE DESCRIPTION
PRIMARY CTAWhere the creator wants you to go next.
OTHER LINKSAlso linked in the description.
- notion.com ↗
- WATCH NEXT: Create self-improving knowledge bases in Claude here ↗
- youtu.be ↗
- Get my FREE guide “Your First Steps to Building an Agentic Business” 👉 ↗
- + CoWork OS for Claude: Get your system setup better & faster ↗
- + All my Notion templates & agentic business resources ↗
- + WisprFlow ↗
- + Get Notion For Free ↗
- + Speechify ↗
- + Claude ↗
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Visual structure at a glance.
