Stop Prompting, Start Onboarding: Claude Cowork for Agents | AI Agent Advantage

Matthew Rathbun would rather be building a cabin in the Virginia woods than sitting at a laptop, and that is exactly why his approach to Claude Cowork is worth copying. He oversees 300 agents at Coldwell Banker Elite and has rebuilt how his firm produces listing kits, training, and client emails around one downloadable app.

On this episode of AI Agent Advantage, JMan and Matthew break down Claude Cowork for real estate from the ground up: what it is, how to give it safe access to your files, and how projects and skills turn your repeat work into a one-word command.

What You'll Learn:
1: Why treating AI like an assistant you onboard beats treating it like a search box, and the exact starter prompt Matthew uses
2: What Claude Cowork actually is, how it differs from chat, and why it runs as a downloadable desktop app rather than a browser tab
3: How to set up a single controlled folder so Cowork only touches the files you choose, and how to revoke access in seconds
4: How feeding years of your own presentations and emails teaches the tool your voice and brand
5: How to build a Project for a repeatable workflow like buyer representation, including a 5 a.m. off-market listing search
6: How to create a Skill that turns a seven-prompt listing kit into a slash command that runs in four minutes

TIMESTAMPS: 
00:00  Introduction and the cold open
01:00  The woods, the gadgets, and a lifelong fascination with thinking machines
05:00  Signing up for ChatGPT on day one and early industry skepticism
10:00  The onboarding mindset and why voice beats typing
13:00  Why Matthew added Claude, persistent memory, and trust
17:00  What Claude Cowork is and how it differs from chat
22:00  Setting up a controlled folder for safe file access
25:00  Why more context wins: presentations, emails, and class transcripts
32:00  Projects explained, including off-market listing searches
38:00  Skills, the listing kit slash command, and sharing a brand kit with your team
47:00  Common mistakes, the intimidation barrier, and trusting the tool
53:30  The single best AI tip and where to find Matthew

About the Guest: 
Matthew Rathbun is Executive Vice President at Coldwell Banker Elite and a licensed broker across DC, Maryland, and Virginia, where he oversees roughly 300 agents. He is a multiple-time national Instructor of the Year and trains real estate professionals across the country on technology and practice. His AI tutorials and downloads live at matthewrathbun.com/ai.

Connect with Matthew Rathbun
Website: https://www.matthewrathbun.com
Guest LinkedIn: https://www.linkedin.com/in/matthewrathbun1
Instagram: https://www.instagram.com/matthew_rathbun/

FOUNDING SPONSORS: 
1: Wise Agent | https://wiseagent.com/jsquared - The all-in-one CRM that helps real estate agents manage contacts, automate follow-up, and grow their business.

2: Subi | https://www.oksubi.com/ - Your AI transaction genie. From contract to close, your work is my command.

3: The CE Shop | https://j2.theceshop.com/ Use the discount code jsquared for an additional 35% off

About the Show: 
AI Agent Advantage is the tactical AI podcast for real estate professionals. Hosted by JMan, every episode breaks down one expert, one tool, and one thing you can implement before your next client call. New episodes every Friday.

Subscribe so you never miss an episode. Share this with one agent who is still figuring out AI — that is how we grow this.

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Transcript

SPEAKER_02 0:00

What if the best AI tip you hear all year comes from someone who'd rather be hiking in the Virginia wilderness than sitting in front of his laptop? So what made you sign up for ChatGPT as soon as it came out? You're like, this is what I've been waiting for my whole life?

SPEAKER_03 0:13

Yeah, I was ready to usher in the end of the world, and it seemed like very free way to do it. You gotta trust it to someone. It's a PhD level brain in marketing and consumer engagement and psychology. It knows more than we do.

SPEAKER_02 0:23

So say it a little bit slower for those in the back.

SPEAKER_03 0:25

Interview me. Interview me. Ask me what you need to know about me to be a better assistant, and then help me understand how you can assist me in my business.

SPEAKER_00 0:35

AI is not replacing you, but the agent who uses it will. This is AI Agent Advantage. One expert, one tool, one thing you can implement today with your host, Jay Mann.

SPEAKER_02 0:45

Welcome to AI Agent Advantage. I'm Jay Mann, and this episode is brought to you by our founding partners, Wise Agent, Subie, and the CE shop. These are companies that believe in what we're building here. We're grateful to have them in our corner. All right, let's get into it. What if the best AI tip you hear all year comes from someone who'd rather be hiking in the Virginia wilderness than sitting in front of his laptop? My guest today oversees 300 agents. He trains real estate agents across the country and figured out Claude Cowork in a way that is genuinely changing how his firm runs. Stay with me. This one is practical and it's fast. All right, Matthew Rathbun, welcome to AI Agent Advantage.

SPEAKER_03 1:23

Hey, Jay Man, how are you? Thanks for having me.

SPEAKER_02 1:25

Doing well, thanks. So for people who don't know you, you are the executive vice president at Coldwell Banker Elite, licensed broker in the DMB, also known as DC, Maryland, and Virginia. You oversee 300 agents and you've won instructor of the year at the national level multiple times. But the thing that surprised me when I read your intake form is that you'd rather be in the woods than than at a computer. John's at the same point. Tell me, tell me I read that right.

SPEAKER_03 1:50

No, you absolutely read it right. If um if tomorrow an EMT dropped EMP dropped and I had to go find a cabin in the woods for the rest of my life, I'd probably be happy. Um, I mean, I love tech, I love the gadgets, I love the resources, but my favorite YouTube channel is to watch the guys who are out in the middle of the woods with a hatchet building a cabin. Like it's, I don't know, it's this primal thing, I think of. But I will tell you this last weekend my brother and I went camping and it and it rained and rained and rained and rained and rained. And at one point we didn't have internet access, but we were walking into one dry patch going Elon Musk's Wi-Fi solution. How much a month?

SPEAKER_02 2:31

I need it. I'm camping, but I need it.

SPEAKER_03 2:34

We're getting skylinked. But if anybody's interested, it's 50 bucks a month. It's it's pennies.

SPEAKER_02 2:38

So oh, that's yeah, that's worth it. I think I did some research recently too on that. Now, you you said also that you've been waiting all your life for AI to take over. Like what like walk me back. Are you thinking the terminator, Sarah Connor?

SPEAKER_03 2:54

Coming like what's the deal there? So fun story. My uh fun fact about that. My mother's fate, my mother's favorite movie, by the way, uh, was the Terminator series. And she very much saw herself the Sarah Connor. Um uh she you know loved the idea of of you know robots and and sci-fi and stuff. She just loved it. And uh uh no, I I gotta say, honestly, it probably started with iRobot, the book iRobot, uh from Isaac Osmoff. Um good movie too with uh with Will Smith. Yeah, okay. I mean, yeah, it was Will Smith. Um, contrary to Will Smith, it turned out being a good movie.

SPEAKER_02 3:33

Okay, yep. He was he was in there.

SPEAKER_03 3:35

Yeah, he he does one character well, and that was his character. But that movie has nothing to do with the book, like it's vaguely. Oh, totally different. But I read it as a kid, and the idea of kind of thinking functioning robots kind of got my attention. And then uh growing up was just a huge fan of uh of Night Rider and all the other 80s things. Yeah. As a matter of fact, my AI is named Kit. That's what I call her. It's a female of a male, but um, but yeah, it and and it is female. And I I've shared this in class before, you know, I I have been married for 33 years. I have three daughters who are now themselves married and having kids. And if if anything is right all the time and quick to tell me that I'm not right, it's got to be a female. So I am sticking with AI as a female.

SPEAKER_02 4:17

You're right, kit. You're right.

SPEAKER_03 4:19

Whatever you say, kit. Um, but no, I uh I really did just the all the different, you know, as kids, we had lots in the uh born in the 70s, brothers in the 80s kind of thing. Uh lots of of just thinking robots. And for the most part, most of them were very helpful. Some of them wanted to kill us all, but uh for the most part, they're you know, howl and and all the rest. But yeah.

SPEAKER_02 4:41

And so then, but then later on, like uh I'm gonna say there were some attempts at AI, right?

SPEAKER_03 4:48

I mean, would you say like some of them missed the boat, Siri and some of the smart home and well they tried pushing you know, they tried pushing machine learning way faster than the chips or the technology or the consumer adoption would really allow. And um, you know, Siri is still, I I gotta say I'm a huge Apple fan, but I'm getting a little little intolerant of the lack of AI innovation there. Um, I mean, they'll Sherlock it, they'll come out tomorrow and have the best AI that ever existed and then claim they were the first there. That's that's what they do. But that's it, that is definitely their thing. Yeah, that's their thing. But um uh no, I mean, just even like if you and I won't say names, but if you remember, even seven, eight years ago, there were these machine learning here, we're gonna generate leads, we're gonna predict who's gonna be the next person to sell in your community. Fell in love with the concept, but knew that it was way too early for these things. So uh we're here now. We're we can do it now.

SPEAKER_02 5:40

And so what made you sign up for Chat GPT as soon as it came out? Were you like, this is what I've been waiting for my whole life?

SPEAKER_03 5:47

Yeah, I mean, I was ready to usher in the end of the world, and uh this seemed like you know a very free way to do it. So yeah, let's go. That's right. That's right. I'm yeah, jumping off the cliff. Um, no, I knew it was coming. Um, and I had kind of heard a little bit about the backstory of these companies and how they emerged, and um and was eager to give it a shot. I was not, I did not have very high hopes for its practicality in the day-to-day business of real estate agent and was suspect of actually deploying it in a in a business environment. Still am. Like I don't upload my clients' records, even a ratified contract wouldn't go in there. I will use a blank contract and no tax records. No, well, mine. I'll put my stuff in there because hell, you know, it it's getting you know hacked from within the government every day, anyways. But I won't put my client's stuff in there. So um, but uh yeah, no, I was ready to jump on the boat when it first came out. I was excited for what it could be, but I kind of thought I would be getting like a small version of it to put in a Raspberry Pi and do all these controlled experiments. Uh within an hour, I was absolutely blown away about what it could do. It was uh exceeded what I anticipated it being because we've had so many vaporware false promises for so long. And then I think I probably spent six hours that day just to pushing it to its limits.

SPEAKER_02 7:05

Went went down the rabbit hole quickly.

SPEAKER_03 7:07

Oh, yeah. My wife had to come grab me and go, it is bedtime.

SPEAKER_02 7:10

Yeah. It's bedtime. Wait, so so for for the non-technical folks, explain quickly, just Raspberry Pi has nothing to do with an actual pie.

SPEAKER_03 7:20

It has nothing to do with pie, sadly, because I am a big Pi fan. But uh Raspberry Pi is basically it's like a little hobbyist starter kit. They give you a little circuit board, it it's super, super cheap. And if you're a super nerd, you can program it to do a bunch of stuff. Um, anything. I mean, everything, controlling your household to running video games to whatever your imagination is. There's a whole community for it.

SPEAKER_02 7:44

What were your other real because like you're you're a techie, right? And so what what were your other real estate colleagues like they looked to you? Were they skeptical? Were they like, ah, this is another thing that's gonna pass? Like, what what was the friction? I think that would be the good word that you encountered early on.

SPEAKER_03 8:03

Yeah, I mean, strangely enough, it was the the day that it launched, uh, I thought it was fairly quiet in the real estate industry. And and I was like, is anybody else really looking at this? Is this a competitive edge? Is this just another nerdy thing that I'm gonna play with? And I was a little slow to tell everybody that I jumped on the boat. You know, doing what you and I do, people do ask for recommendations for things all the time. And so I used to be very early for Vine is the next big thing. You all need to go do mini videos on there. And I've just learned over time that that stuff fails. And so yeah, um, I I'm a little called. Okay. I was just this weekend, just this weekend cleaning out old presentations. And I had a presentation on Clubhouse for real estate agents. I'm going, man, I hope nobody ever listened to that video and that webinar because um man, did I miss that? But but I I that was a good example of the stuff that I uh I jumped on too early. I told people about too early. So I waited about a week, a whole week, which is forever in AI time.

SPEAKER_02 9:03

Yeah, it's like three years in AI time.

SPEAKER_03 9:06

I was already behind, you know, Craig Grant was out there with a whole eight-hour class already. Um, but but no, we um uh I started connecting with a couple other instructors uh and saying, have you guys seen this? I think even in the instructor Facebook group that we were in together, we run together, uh, I was asking, is anybody else looking at this or using it? And it was crickets. Like nobody was like, What do you nobody even know what a GPT is?

SPEAKER_02 9:28

I let me just say this because I I'm similar to you, but I was like, I don't know if I'm ready to say that I am because I don't because then Matthew's like, well, what about this? And I'm like, I don't know yet. I know a scared point. So I was, but I wasn't, I wasn't sure if I was ready to just talk about it publicly yet.

SPEAKER_03 9:50

It's like we are coming out of therapy. I just I'm not I'm not ready to discuss this yet.

SPEAKER_02 9:55

I'm not ready, but yeah, the relationship thanks to more.

SPEAKER_03 9:58

The relationship's very new. I don't want to, I don't want to get anybody worried about it. Um I did spend a lot of time with it. I I did some um, like, how much do you know about me? You know, how do I use you the best? Coach me through this process. Uh what's the best way for for a real estate agent to use this? And um uh probably another weekend, and and I was like, okay, I'm I'm I I'm ready to check with some other peers. And within two weeks, I was using it every day all the time. Um, and when voice mode was introduced, I never didn't stop. Like I my car rides, it's just AI and I talking together now.

SPEAKER_02 10:34

The best conversations you have with somebody that's not real. Right? You're like, what a great chat that was. Just me talking to talking to Kit.

SPEAKER_03 10:43

Yeah, and just telling me how great I am. Like everybody needs a little sycophant in their pocket, you know. It's just yeah, yeah, yeah. Yeah.

SPEAKER_02 10:49

And and so early on when you're when you're having those conversations and you're trying to figure out, I like what you said that you kind of kept it open-ended and said, Hey, how can I use this? How can you help me to do this? Because I think that's where a lot of agents, I don't know, miss the boat, but they they go in and they try to prompt something and they don't get what they're looking for rather than just saying, help me or ask me, how can you, you know, only keeping it open-ended. Talk a little bit about that because I think that was a good technique for somebody just getting started.

SPEAKER_03 11:20

Yeah, I mean, I I I know this is really, you know, not kind of what our core topic is, but I I the one thing when everybody asks, like, where do you start? Yeah, to me, it's simply a conversation. And again, I do like uh uh um voice mode the best. But I just said, look, I need you to be the the awakening for me, so to speak, uh, was hey chat GPT, hey kit. Uh I really want to make sure I get the most out of you. What I want to do is use you to help me with my marketing as an agent, as a broker, as a leader, and as an instructor. I want you to interview me as if I was onboarding you as an assistant and ask me all the questions you want. And we probably spent an hour and 15 minutes. I I have a you know about an acre behind me that's just I just walk a path during the day when I'm thinking and working on things. And we just had a conversation. At the end of that conversation, you know, when I started asking for things, it was in a totally different world. It is like hiring a human assistant, right? There's got to be a learning phase. It's just that AI does it in one hour, whereas my assistants have done it in six months.

SPEAKER_02 12:15

Um so rather than typing, because we were all not the best typists, you just have a conversation, natural language.

SPEAKER_03 12:23

Yeah, yeah. The NLP, the natural language protocols are fantastic. And I'm sure you're using it too. Whisper flow now has really solved a lot of these issues. I'm just much more uh thorough and robust when I'm talking than when I'm uh probably like you, you're typing, you're like, crap, I missed a common, you're backspacing instead of just yeah, just moving forward. Yeah, and it just takes way longer. So that the average real estate agent types at like five words a minute. Um uh, but we talk at 200 words a minute. So that's so bad. Five words. I I don't know. I'm still looking at people. You're probably right. Yeah, it's it's funny. You you mentioned, you know, we agents and staff were you know just shy of 300 people, so lots of different personalities and generations. And my older agents are not the best typists, but they they're they're getting, you know, they're there. Gen X is the perfect generation, so they do everything great. But our younger agents who are coming in, the sitting in front of like a laptop or a computer, they aren't good typists because they've done it on their phone most of their life and and they're very comfortable there. So yeah, we all speak more quickly and with a lot more um clarity usually than typing.

SPEAKER_02 13:28

Okay, so a lot of people sign up for Chat GPT and stopped. And and you know, when we talk about relationships and how involved you are, uh what made you or what made you or how did you or what prompted you to to make the switch or try out Claude and then bring you to Claude Cower? Because I feel like it's very much a relationship. I didn't leave Chat GPT because I was like, you know me, right? You know me, you know so much about me. Claude, it doesn't know anything. Like, how did you make that switch?

SPEAKER_03 13:58

Yeah, so a couple um a couple things to think about here. For for me, it was I'm gonna explore all the tools because I I want to make sure that I I am truly using and presenting in my my classes or my my online contracts.

SPEAKER_02 14:11

You know all the options, yeah.

SPEAKER_03 14:12

Yeah, and um uh I started noticing a lot of people I like and trust on um YouTube and in my newsletters started talking only about Claude and not necessarily about ChatGPT. And I said, Yeah, there may, yeah, right. I said, maybe there's got to be something to this. Let me go download another free version and uh and see what it does. And I started off with asking, this is so sketchy. But I went to Chat GPT and go, hey, so we've been getting along, we're working okay, there's some stuff about you that's not perfect for me. Can you help me set up my next relationship? And I I actually asked ChatGPT, I'm like, hey, if I wanted to migrate everything in your memory and everything you've learned about me into Claude, how would I do that? And she goes, Oh, let me create a file for you. And so Chat GPT literally created a summary file.

SPEAKER_01 15:02

Yeah.

SPEAKER_03 15:03

And let me download it. And I went to Claude and said, Here's what Chat GPT knows. Can you use this? And Chat G and Claude said, sure. And I it's almost like I didn't miss a beat. I mean, the brand voice was there, the like what I prefer and don't, and then it just keeps building on it. Um, you know, that persistent memory is incredibly powerful. The transition moment was not only um uh that it came across. Let me rephrase this. So it wasn't a transition moment. I still use OpenAI and ChatGPT. I still use Gemini, but they're for different purposes. So if you're building a team, right, you're gonna have you're never gonna have the perfect assistant. There's gonna be one that's better at at the customer service, one that's better at creative, one that's better at doing transaction management. Um, Claude is much more scientific-minded, it's much more reasoned, uh, it's less sycophantic, uh, which is I like, and it it just had a better memory built in. Say that last word again. Uh sycophant. It wasn't a sycophant. Yeah. It wasn't like where open AI was like, you're just so beautiful and perfect, and everything you say is the best idea. Claude was not telling me and puffing up my ego, it was just like, yeah, let's let's slow your role here.

SPEAKER_02 16:15

I see what you're saying. Yeah. Like, no, you're not right there. Let me push, let me push back a little bit on what you're saying. It said that to me a few times.

SPEAKER_03 16:23

So Claude is not like creating a graphic, ChatGPT blows that out of the water, but it was Gemini before, and now it's ChatGPT. So they each have their their their best use cases. The other thing was a little bit more um uh, I don't know, more highbrow, and that is I noticed following a lot of industry news, uh I noticed that a lot of the ethicists, the attorneys and ethics workers and people had strong feelings about what safe AI looked like were leaving other companies and going to anthropic over and over again. Just this week they got another huge win for a very big brain in AI. And they are uh and everybody should go read this essay from um Barrio Amade called uh Machines of Beautiful Grace. And it's about what AI could be to us as a population if we had proper policies and laws in place, if we used it in accordance with some type of uh you know intentional safe guidelines. It's just a beautiful article about what all the powerful things it's doing. And that really won me over. Like the the concept of the company, I feel they're more trustworthy and they're not you know trying to chase every little thing. And the last part was the practical part of co-work and um coding that were much stronger for Claude than the other two.

SPEAKER_02 17:37

Okay, so for anyone who's uh only use Claude as a chat tool, or they went in, they chat, and maybe they have the free account. What is cowork? Like, like what is it and what is it actually doing that's different from just chat?

SPEAKER_03 17:52

So cowork, which is really what wins the day for me and where I spend most of my day as a creator, um, is a is software you can download, right? So, so all of them have apps. Uh ChatGPT has an app and Gemini has an app, all the Frontier models and Claude has an app. And um they first came out on Mac, like most, and I know a lot of frustration. I see it online all the time, people complaining about why it always come out for Mac for months before. Well, Mac is a solid system. It's got better hardware and software that intentionally match up, it's got more security, it's easier to debug. Um, and there's less hackers attacking Apple. Not that it's they don't exist, but there's two are them.

SPEAKER_02 18:29

Uh smarter people use Mac, I would say, right?

SPEAKER_03 18:34

I'm gonna say that, yes, but if if Apple doesn't get their AI stuff together, I may be going back to the old, you know, Android and Google. No, I'm I can't see myself doing that. But no, it's it well, it is, and and creative people and a lot of you know, even your programmers are now using Mac Macs much more, much more often than they used to. Gamers are using PCs, your grandma's using PCs. Like that's that's pretty much the two PCs to talk.

SPEAKER_02 18:59

And so I would I if I was Mac, well, they have it for Windows as well now, too.

SPEAKER_03 19:03

They do, they released it for Windows now.

SPEAKER_02 19:05

So I would download Claude Cowork.

SPEAKER_03 19:08

I download the Claude desktop app.

SPEAKER_02 19:10

And Claude Desktop, okay.

SPEAKER_03 19:11

And it has cowork built in.

SPEAKER_02 19:13

And it has chat, cowork, and code. It does, yep. Right?

SPEAKER_03 19:17

Yep. That's my first step. Yep. So we're gonna download the app, and then when you open it up in the top left-hand corner, you'll see the chat, which is what everybody's comfortable with. That's what we've most of us have been using. And then next to it, you'll see co-work. And when you open up co-work, it looks very similar. There's a chat dialogue box, but then there's a few other little prompts in there that make it different.

SPEAKER_01 19:38

Okay.

SPEAKER_03 19:39

So co-work really took um the agent part of AI. So when we talk about agents, we're talking about uh a software can work somewhat autonomously. Like it's not self, it's still directed by you, but it can go do things that you've directed to do on your behalf at a deeper level than you know, just asking questions and giving you directions. Um, it also will work with files on your computer. And it'll even, if you're so brave, take over the browser and your computer and do things like fix that thing on your website you didn't like, go book flights for you, you know, and it has can it'll go create things in c in Canva that look absolutely amazing and better than most of us would recreate without its assistance as first drafts. Um and I'm very clear to tell everybody that AI is here to augment you, not replace you. You shouldn't everything it creates is a draft, right? You still need your creativity, your state of humanity, your wisdom and knowledge. But it really did uh kickstart a lot of um uh drafts for me in such a way that I wouldn't have to spend as many hours doing it.

SPEAKER_02 20:39

So let's go back for a second now. So with chat, it basically just replies. Right? You ask something and it replies where what you're saying is with co-work, you say, I want you to do this. And they can go off and go do it with your permission, right? And then depending on on your permissions, either it can come back and go, Hey, I need to access your browser. Is that okay?

SPEAKER_03 21:02

Yeah. So if you remember when Windows first came out, Windows like every update it needed, not first came out, but one of the one of the iterations of Windows, everything it did, you had to go, yes. You want to upgrade? Yes. Do you want to upgrade this? Yep, yes. Do you want to upgrade again? Yes. And it was mind-numbing to answer 15 questions. Um, Claude is not like that, but there are critical moments where it'll say, Are you sure you're gonna give me permission to do this thing? And it lays out what the permission is, and you have to say yes to it. It can't just go and do all the crazy stuff.

SPEAKER_02 21:30

Right. And that falls back to like it having that framework to be more protective so that it just doesn't run wild on your computer. Because I think some people might be scared of that, right?

SPEAKER_03 21:39

Yes. And you have to remember that. Like, and oh, and Apple's the same way. Like a big part of their reputation hinges on security. Like if Apple, you know, if if Apple just started getting hacked all the time, you might as well just go get an Android. Right. And so Apple, that's their big distinguishing feature. And I think I I think Claude and and Anthropic are taking it more seriously. Than the other competitors right now to keep security as a feature, uh a primary feature.

SPEAKER_02 22:06

Okay. And now why do I need an app? Because I get this. I don't want another app. Why do I need to do the app? And why can't I just do it on the browser? Why can't I just go to cloud.ai and and use cowork in there. What it I have to have the app?

SPEAKER_03 22:20

Yep. You have to have the app downloaded um to use the cowork or coding feature. Um so the the regular browser, um, there's permission issues, there's browser security problems, there's all bunch of stuff. So they, in my opinion, wisely said, here's a separate app where if you're gonna give it access, it won't be to the open web. You control what parts of the web, if any, it could use.

SPEAKER_02 22:44

I see. So it's separated, and in that way, there's a little bit of protection. That's right. Okay. All right. So what's our step two then? Are we uh how do we set it up? Does it have the like you did, you know, you the brand voice and all that in the memory? Will that still be there? Do I have to add that in there? Is it separate? What what's our next step?

SPEAKER_03 23:02

Yeah, not only does it so so cowork is best to describe as uh uh um AI on your computer, right? It's on the hard drive on the computer. So I can't, unless I intentionally say go copy this file and go make duplicates of this and that. I can't just go to another computer, log in, and have the same uh features. Um, I can package it and transfer it later, but it's not automatic. There's no cloud-based connection. And um, for cloud cohort, the next step is you can go set up a very specific folder on your computer and say you only have access to things in this folder. You don't have complete access to my computer. Um, and so I did that for, and I did it for me, I did it through uh Google Drive. So I have a folder in Google Drive that says, whenever I need something, here's the folder. So like all my presentations for teaching may be on there uh in that folder. Um, my working documents, the project I'm working on, policy manual that I'm working on is in that folder. Um I'm used and actually just switched to Obsidian for my second brain system. If you all are familiar with Tiago Forte's book, Second Brain, for especially for us as agents, because we don't, we're never gonna remember all the stuff we need and we need references. And so Apple Notes and Evernote, all those are great services you're familiar with. Obsidian's a little bit nerdier, but the thing about obsidian is it has a local file folder and each note becomes an actual file. So Claude can use those files. So I have somewhere around 500 files.

SPEAKER_01 24:32

Yeah.

SPEAKER_03 24:32

Everything, my medical records, uh, my brand voice, my marketing brand kit, colors and everything are all in there. And so I can tell co-work to go grab something and say, hey, apply my brand voice, and it'll look through my obsidian files or whatever I've programmed it, it knows exactly what colors, what font, what logo, what headshot I prefer for each piece that I'm I'm uh creating. And if I don't want to have access, I can just delete the access. I can delete the folder or move it elsewhere.

SPEAKER_02 25:02

And so just to overly simplify it, co-work is like an assistant. Like if you hired a real life assistant, it's sitting at a desk, called your Mac, right? And then you give it access to say, okay, this is the only filing cabinet that you can pull information from. Let me tell you about one of our founding partners, Suby. If you ever felt like the transaction side of real estate is where your time just disappears, Suby was built for you. It's your AI transaction genie. From contract to close, it keeps everything organized, your timelines on track, and all the details accounted for. Their tagline says it all. Your work is my command. Check them out at oksuby.com. Link in the show notes and be sure to tell them J Squared Stentia. If somebody, because I feel like Obsidian's a little bit more advanced, but it could be just, hey, this is the this desktop folder called Claude. And if you're and if you're confused, you can just say Claude co-work, like help me to set up a folder on my desktop that only you could access. Could you do that?

SPEAKER_03 26:03

Yeah, well, yes, you can. It'll tell you the steps at that point, unless you say, Go do the thing. And then it's gonna say, Are you sure? You you told me to go take control of your computer and create a folder. Is that okay? And you go, yeah, you can do that. Um, and some people do get more adventurous than I do, and you can just say, It's always yes. Whatever I tell you to do, it's always yes. I'm I'm not there. I'm still trusting it in smaller steps.

SPEAKER_02 26:27

For some things, I do I do that.

SPEAKER_03 26:32

Yeah, I mean, so let me give you another like another example of so if you're thinking about what to put in a folder, think about every listing presentation you've ever done, like every PowerPoint you've ever done. Buyer broker, buyer broker, that's right. Your cun your counseling session materials. You put them all in a folder and go, this is my voice. This is how I create things, this is a design elements that I like, make it better, summarize, you know, create another PowerPoint for me using these materials. Uh, we probably have some instructors who are here. Um, I had to update, as is our way in Virginia. Every three years, I have to update all my CE classes. So I put them in the bucket, I put them in a folder and said, apply my brand kit, my color, my formatting, my design preferences. Here's 382 other PowerPoints or keynotes I've I've created in the past. So use those as a reference. Go out to the internet, search for anything that's updated, that's a regulatory reference in any presentation, put in the new stuff, create a new PowerPoint, a new syllabus, a new didactic, a new submission for D for the real estate commission. Here's the form it needs. And in five minutes, I've it's all done. The draft is all done. I have to check the work. That would have taken me weeks of work to do in the path.

SPEAKER_02 27:44

So why not have a bigger sample size of presentations for it?

SPEAKER_03 27:47

Because 400 isn't enough.

SPEAKER_02 27:51

Oh, that's it. That's all you got there. Yeah. But that I so it could from, I mean, that's a really great sample size to know your style of presentation, because everybody has a different style of how they they create their presentations. Some would be more TED Talk style, where it's like less words on the screen, more image-based. So it can learn your style that way because many of us don't know how to describe our style in creating presentations or the marketing that we create and those things. So it could just say, hey, based on what you've given me, this is what I feel like your brand of presentation generation is, or however you want to word that.

SPEAKER_03 28:29

Yeah. And I'll I mean, I'll I'll give you like just to wrap up that example for our instructors and then give you one for agents. The other thing that I did was I took the um transcripts of about a hundred different classes that I've taught. Some of them have been this, like I've recorded or taught by Zoom these CE classes. I gave it the transcripts and said, now go install instructor notes because I have other instructors in my school and I want them to know what I meant when I created the slide. And it did that, it added instructor speaker notes to every slide.

SPEAKER_02 28:58

Additional context.

SPEAKER_03 28:59

Additional context, that's right. From an agent standpoint, you can also in co-work, and you can do this in in all the frontier models, but um uh I gave it access to my Gmail account. And I said, Look, uh I Gmail account and also a folder, and I went and collected all the addendums I've written over the past 10 years or so. And I said, I want you to go learn my voice from my email account. So go back and look at the past 17 years that I've had, you know, this Google account. Go look at that to learn my voice. And then I want you to go look at this folder where I here is an example of how I write addendums. And oh, by the way, because I teach a class on writing contracts, here's the my my notes, my transcript from teaching this class, because we always teach better than we actually do, right? Um, and I said, I want you to use that as influence. So now if I want you to rewrite this home inspection addendum, I have in co-work created a version of my brain that's going to clean up the language and make sure that it's in and um enforceable in our regional contracts and it doesn't have any conflicts and it's written in my voice. And now I still have to tell it what the client wants. I still have to edit it when it comes out, but man, I save so much time and I don't forget things that may be important in that addendum.

SPEAKER_02 30:15

So what I'm hearing you say as an agent, like more is better, right? Additional context, things that you've written, email. And and when you say emails, let's say emails before you started using AI to write your emails because you may not it's important because it it could be like, oh man, November 2022, you sounded like a Harvard professor from then on. But before that, you were like a Crow Magnum man, like I send you a dunno.

SPEAKER_03 30:45

Like Yeah, every one of my emails said, Did you even read the contract? That's how I ended every conversation with every other agent. Um, no, I uh I mean that's a good point too, about you know, the the best version of me, I think is what my prompt actually says. Um, but I I a couple years ago, I put a post-it note on my desktop here, and then I had one in the steering wheel, my Tesla. And the post-it note says, How can AI help me with this? And so I kept finding myself doing a task on, man, if I had just used AI for this, it would have been done in a quarter of the time, and I wouldn't have worried about so many other things, and I could have, you know, moved forward. I have a listing presentation this afternoon, this evening, actually. And um, I went through and said, okay, here's my CMA, check my work. Here's all the comps, here's all the stuff, here's all the things, check my work. Um, here are the here's what I know about the four people I'm meeting uh who are co-owners in this property. Um keep me on track here, remind me how to get through this, so it's like justify my position and opinions in these things. Yeah. And oh, by the way, update my listing presentation. Um, here's here's a copy of my PowerPoint listing presentation, update it with stuff based on the RPR report that I just published, that I just pulled from RPR. Here's a copy of that report. Now make sure that the presentation matches today's market standards. It's it's done in minutes.

SPEAKER_02 32:01

Yeah, I mean, and you could almost customize it to their learning style and and the personality type, right? If you do research and you talk to them, you're like, man, this guy's a high D. I got to really get to the point with this one and just speak to them, speak to their, you know, to how they would listen.

SPEAKER_03 32:17

Yeah. I mean, and we I even talk about this in um, like when I teach R and E, the negotiations class. One of the techniques that I'm talking now is like if you've got a particularly challenging client and we all have them, um, instead of just assuming, you know, that they're a jerk and that you don't want to work with them, start to say, look at the emails back and forth and help me to identify what his underlying concern is. I I don't feel like we're communicating well. What am I doing wrong? Here, check your emails or check my iMessage with this particular person.

SPEAKER_02 32:45

Yeah, that's smart. So let's let's go to step three, skills and projects. We set up a folder, we're at we added some additional context in there. What is skills and projects?

SPEAKER_03 32:58

Yeah, so um uh projects are a lot like uh custom GPTs if you're if you're a chat GPT user. So a project is for me to say, um, I want to create a new client onboarding project. So this is my brand voice, this is the steps that I do, here's the checklist that I use when I have a new buyer or new seller. Um, and the project is a duplicatable process. So I can go in and go, I have a new buyer, I want you, and you can give it references. Like, here are my talking points, here's my commission, you know, uh discussion points. I have a new buyer, they've signed the buyer agency agreement, we're post the we're past the counseling session. Um, help me formulate uh the welcome email, the next steps, you know, what part of the checklist can you do for me? Can you uh, you know, check and see if there's any, and we're this is gonna be very cynical, and I know this is somewhat political. We're in the hide the listing phase of real estate now. And so, you know, not all listings may be an MLS. I may have to, yeah, it's exactly right. So I I actually have in a project to go look for any coming soon listings that are on Redfin, Realtor, Zillow, and homes.com that match this buyer's criteria. And every morning at Monday, every morning at 5 a.m., send me anything new you find in the aggregators, and then I'll compare it against what's an MLS. Once they're ready for the showing, the project, I can go say they're gonna see these five houses today, and it'll map out the quickest way to get there and you know, remind me to go a checklist for just that showing day and all the stuff. So that's a project.

SPEAKER_02 34:35

So a project could be buyer representation, and then within that project, you could work on first-time home buyers, you could work on second home resort buyers, you could work out with investors, but it's it has all of your buyer representation related stuff. And then to your point, as well, search for off-market opportunities for these buyers that may not be listed in the MLS.

SPEAKER_03 34:54

That's right. And so the the project is a very specific task, and I don't want to have to put in the six-paragraph prompt every single time for every single client. So I can also add a lot of documents and say these are your reference documents. So past marketing campaigns, but first time homebuyer is a great example. That's what I have here. It's always been my target. And and then the first time homebuyers um uh target, I actually have like my whole theory about working with them. I have five or six PDFs of special loan and grant programs in Virginia for that buyer. And so I can say, here's my buyer, here's my problem, here's where they're working, help me create a solution uh uh E for them. Give me the email to introduce them to the solution, create the PDFs with their step-by-step of what they need to know. I I have field guides in that project again because it's very specific. It's gonna only use the work I've given a sample to. I'm a big uh Donald Miller fan from um Story Brand. And so I like to create assets in a story brand methodology. So I have some of his free downloadables in there and a prompt to say, whenever you're creating something, create it in my voice using the story brand methodology. And so now I can say I want a six-month uh email sequence for first-time home buyers in Virginia. And I want to you to infuse what are their villains, what are my solutions for them, how am I the guide? Uh, what are the the different marketing, uh, what are the different uh resources out there? And now give me a 30-day email sequence and I can go to brand wise, uh brand wise.

SPEAKER_02 36:31

So in thinking about projects, I I want to again like I'm like, okay, in real life, if we were working on a project that could be all of us sitting around a table and saying, okay, all 12 of us are working on this buyer project, and we have a pile of stuff that we can pull from as far as resources are concerned. I almost I I always think to like um like a show where everybody's sitting around a table pitching ideas and they have all the different resources to choose from. So you you could have projects for everything. And could you then, if like I have projects in GPT that I've been working on for a couple years, similarly have projects, just kind of bring them over and add some stuff to it?

SPEAKER_03 37:10

Yeah. So um, in if I go to a GPT, I can say, and I'll give you a great example of this. I in GPT, I have like a board of directors. And so if I go and have this brand new great idea, um, that board of directors, there's a finance person to challenge me on whether this is a fiscally responsible move. I have a marketing specialist who's programmed to say, this is beyond your scope. You're not good at short form videos, you shouldn't do this. I I suck at short form video, man. You give me a good 20 minutes, I'll learn you, but you give me short form video, and I'll be like, uh, I don't know what to do. Um so, anyways, so I I can go do all that. And then and because I've also told them my my services, I can say, okay, so I use Notion, I use ChatGPT, I use WiseAgent for CRM. I, this is the stuff that I have. How coach me about how to best execute on this idea, and the board of directors will tell you that. And then they'll say, okay, now I'll go ahead and export these. So I already have that set up on GPT. And now I can go and say, Dear Chat GPT, I want to recreate this in Claude. Give me all the directions and assets I need to do and the steps I need to do it in Claude. The only thing it doesn't do is transfer like PDFs and resources. Like I have the um, again, Wise WiseAge CRM. I've got the guidebooks as part of that project, so it knows how to tell me to go do things in there. So I don't have to poke around and figure it out. And I it's already intuitive, but I don't have to. And it also knows what the capabilities of that system are. So it'll create a spreadsheet that I can go and add as a new uh nurture sequence if I wanted to from that. So I was able to just transfer that over. It's a couple extra steps, but it's pretty easy to do.

SPEAKER_02 38:50

Okay, now let's talk about skills. You have projects and you have skills. Look at look at how excited for those who aren't watching. He got he perked right up.

SPEAKER_03 39:02

Let's talk about skills. Yeah, so skills are amazing because this has been an an ever never-ending challenge for all of us. So, what's the best way to describe a sh a skill is it's a short code to a prompt. So uh a short code if you're if you're a website builder, instead of having a ton of HTML, you can just put a word in there with brackets and it'll say, go do that thing. Um, in this case, one of the most reoccurring questions I do get from agents is um there's tons of prompt books. I have prompt book, I'm I know you have prompt books, we give our learners.

SPEAKER_02 39:34

We're like inundated at this point with that's right.

SPEAKER_03 39:37

And and there's a ton of them, and I want to customize them and then where do I store them? And I wish it was an easier way to get them. So, what skills are is a way for me to create a one or two word uh title. And when I put forward slash and the title I've created, it automatically pulls the prompt that I've I've I've used. So if I go to um uh um yeah, if I go to co-work and I go to customize, one of the options is skills. When I click on skills, I need to add anthropic skill called skill creator. Yeah once I've added that skill, I can now go in and just again have a conversation. Dear Claude forward slash skill creator, uh I'd like for you to create a skill to help me build my listing marketing kit or my buyer consultation session presentation in the future. And here's what that looks like. So the one that I use most often is my listing kit builder. And so for a prompt, I mean, it's really lengthy. What I actually took was seven prompts that I used: one to do a market analysis, one to do the marketing content, one for marketing plan, one for consumer persona, one for the market, uh one for the um uh uh this pricing strategy for me to discuss with the client, like all these things. And I said, here's what I want you to do. I want you to create it and not violate fair housing. I want you to not use m-dashes. I hate the word um uh dream home, you know. I yeah, so fired up. Yeah, fired up. I don't want you to sound anything outside of my voice that you have learned from my emails and from my content and recording and the stocking. I want you to create a CMA. I want you to use my brand colors, I want you to use my font, my logo, my uh uh color choices. Um, don't include open houses because I personally don't believe that they're a profitable use of my time. So I don't do them. Um, and you know, all the other things that I don't I don't want to have to remember to tell her every single time or AI every time. And I can say, learn from me now, ask me any other questions you need to know and minimize what you need for me to get to the end result. And so when I go, hey, Claude, I'm building, I have a new listing, use forward slash listing kit. She now says, okay, I need to know the property address. I want to copy the tax records, the RPR seller report, all of your comps, and a list of things that are unique selling features of the home. And that's all I have to give her.

SPEAKER_01 42:11

Yeah.

SPEAKER_03 42:12

And I hit that button and I get a 40-page or whatever you want. Mine's 20 pages, 20 page listing presentation. I get a new PowerPoint, and all of it is specific to that property, and it takes four minutes instead of four hours. Um, so yeah, so skills are just a uh a quick hack to to be able to add your more in-depth prompts instead of retyping them every time you use them.

SPEAKER_02 42:35

Okay. I want to back up just to recap for them. We downloaded cowork. Once we have that, then we go to customize on the left to left side tool toolbar. Toolbar? Yeah. On the left sidebar, yeah. Uh go to customize, and then you're gonna see create new skills. There you're gonna want to create the skill called skill creator. Already exists. You're just gonna add it, the plus sign, and it'll be there, and then you add it. Okay. I just wanted to do that slowly so they have it, because then from there, if you have anything that you've created in the past, like you said, like if if it's a listing package that you know, hey, every single seller that I work with, I'm gonna create this. Let's make a skill. Or you could piece it out like you all the different parts of what you just mentioned, the the marketing strategy, the CMA, the those could also be separate skills as well. Is that correct?

SPEAKER_03 43:28

Yes. And there's two more things about skills. One is if you go to browse skills, there are a ton of skills that are already created for you. Tons of examples. That that's what I did initially.

SPEAKER_02 43:37

I just went yes, yes, yes, and I just plus them all. That's right.

SPEAKER_03 43:40

You know, heck with it. Have all my stuff. Here's my social security model. Yeah. Um, I mean, like the Canva design skill I use all the time. And Claude doesn't do as good as as well, as good, as well, as well, as well designing things as other products, but it does do better at using Canva to do it if I connect my account. Um And the cool thing, so the so that's the first thing I wanted to mention was yeah, there's tons of skills. Go look for ones that uh uh attune with you and then use them. The other one is um you can package your skills. So, like for my company, the other day I created a skill with our color company colors and brand and logos, and I just added the entire brand kit that says, here's what you're allowed to do, how you can use realtor, how you can't, whatever. I grant created one, I exported it, I emailed it to everybody. It's a double-click it, add as a skill. And now they've got uniform brand kits throughout the program that also have all of our state rules and regs and the association rules and franchise rules. So when they're creating things, they don't have to think about any of that anymore.

SPEAKER_02 44:44

Now, where we used to go, oh, what what are the prompts? What are the prompts you got, Matthew? Come on, huh? And you're like now, it's like, what are the skills? Do you have skills that you can share? Because you can share those skills with other people too, right? You can say go here and yeah, we are.

SPEAKER_03 44:57

And now the thing about skills, um, the thing about skills is they can also uh change over time. So if you're like working on a skill and you go, you know what I'd really like in the future is I'd like a one-page infograph about you know what's going on with the target consumer in this area. And I can say, remember this for your skills in the future. So the persistent memory from Claude is better than the other ones. So when you say remember this in the future, it references that, it'll add it and edit the skill in real time. It's like training your assistant without having to repeat it to him or her over and over again.

SPEAKER_02 45:29

Yeah. For example, with this podcast, when we're all done, I'm gonna give Matthew a ton of assets. He'll have clips, he'll have all these things from and so I created, I did it one time. I said, here's all the things that I want for my guests to have. They're gonna have an email, they're gonna have a press release, they're gonna have all these. And then once it's done, now I just have to do slash guest promo kit, I think I called it. And not only would I would it have taken me probably six to eight hours to do before, I probably wouldn't have done it because of the time constraint, right? Like it's it's not just that it saves you the time, it also kind of helps you just to do so much more because you wouldn't have done it because of the time that it took.

SPEAKER_03 46:12

That's right. And and I like at this point, you probably have half your listeners going, that that's just so much. So, first of all, rest assured, we have tutorials and assets. It's between Jamin and I, I'm sure we have tons of stuff we can do.

SPEAKER_02 46:23

Started nerd now, guys. Sorry here, we're pushing our glasses back.

SPEAKER_03 46:26

The um uh you know, refocusing my contacts now. Um, the uh the the reality is that the time you invest in learning this will save you hours of time later on. And every once in a while, you know, I hear, especially an agent who'll be like, I'm just too old to learn something new. Well, then this is the wrong industry to be in if you're not learning something new because they're hiring us for us knowing the current new things. But also, it's gonna be very hard to keep up with agents who are investing an hour or two into listening to a podcast like this and then going and playing with it and setting it up for themselves where they can automate these things at a higher quality and deploy them more easily. So it's definitely in your own best interest to to sit down and figure out how to learn how to do this and spend a couple minutes getting it right.

SPEAKER_02 47:08

And to that point, what are people doing wrong at step zero?

SPEAKER_03 47:12

Um, I think a lot of people are treating it like Google and Google search instead of an assistant. Yeah. Yeah. I mean, you see it all the time. It's like, yes. Yeah. I mean, the that's so the first step is it's not, it's just not organic organic Google. You're not spent gurgle. It's not organic gurgle. Organic Google. Gurgle, I'm sure, is a page out there somewhere. I wouldn't Google it. Don't look it up. Don't do it. Don't do it. But um, but instead of Googling, what just gave you everybody else's answers, AI is customizing answers for you. And so if you don't know how to do something, um, go to any of these tools. And I would say probably Gemini does this one the best. They have an option called study and learn and go, I want to understand how to use Claude um co-work better. And and don't be like some of you are like, I I heard this in the student one time. She goes, Well, doesn't that hurt their feelings if I ask them about another product? No, they're soulless. They don't care.

SPEAKER_02 48:03

They don't, yeah, they don't have feelings.

SPEAKER_03 48:05

They're here to help. And so if I go to study and learn and Google Gemini and go, help me with a uh learn claude code, Google Gemini is gonna say, okay, cool. Based on what I know of you, I think your learning style is your visual learner. So videos are a better option than a how-to app. And if it is, it'll give you five or six videos to watch, the sequence in which to watch them, and it's gonna customize a learning experience for you to help you through the process. Um, and again, watching videos that a ton of us as as nerd instructors uh are putting out there or downloadables or resources taking classes helps you get to know these things better.

SPEAKER_02 48:44

How do you coach agents through that intimidation barrier? Like what do you actually say to them? If they're they're watching this, we had them, we had them at download co-work, and then they're like looking at it now and they're like, um, first of all, it it's free to a point.

SPEAKER_03 48:59

So you're not gonna break it. Um, you're you're not gonna waste money on it. And even if you do, like Claude, the introductory uh uh account is only 17 bucks a month or something, it's cheaper than literally cheaper than the coffee I buy in the mornings. Um literally. Literally, yeah. And and it's not gonna be it's there to help you learn. And having a conversation is just like hiring an assistant, only much cheaper and less stress and drama, and saying, I don't know what your best use is for me. Help me coach, help coach me through a process to figure out how to implement you into my business. And then trust the AI. And I do hear people uh from time to time going, it gave me really bad information the other day. It told me I shouldn't be doing open houses in my marketplace. It's an actual conversation. I'm like, well, open houses nationwide have about a 1.3 conversion rate. And an agent will go, yes, but I got last year, I did six open houses and one of them turned into a deal. Yes, that may have happened.

SPEAKER_02 49:55

Six out of the last 20 years.

SPEAKER_03 49:58

But last year you did six open houses, an average of five hours apiece. That's 30 hours. Imagine how much business you would have if you spent 30 hours doing handwritten notes, social media targeted advertising, fine-tuning your websites. Appreciation parties, client appreciation party, pop buys. Imagine what it would be. That's that's why AI is not telling you to do something that is low profitability. It's focused on things that are high profitability. So you got to trust it to some extent. It's a PhD level brain in marketing and consumer engagement and psychology. It knows more than we do.

SPEAKER_02 50:28

So would that be the fastest win? Like when you get started, just say, help me with my business.

SPEAKER_03 50:33

Yeah. Like, what do you need to know about me? Interview me to be a good assistant and then coach me through the best use for you uh to apply in my my business to augment me, not replace me. I think that's a very important sentence because AI will sometimes be like, Do you want me to do that for you? No, I'm gonna make my own phone calls, I'm gonna do my own handwritten notes. Uh, but I appreciate you giving me a plan to do this better.

SPEAKER_02 50:55

So say it a little bit slower again for those in the back.

SPEAKER_03 50:59

Interview me. Interview me. Yep. Interview me. Ask me what you need to know about me to be a better assistant, and then help me understand how you uh can assist me in my business to be you know the best performance that I can. And and again, don't worry about that. So many people are like, did I ask the right thing? We all have our way of getting the best prompt. Um, mine starts off with ask it to behave as the person you would be paying to do the same job. So, hey, you're gonna be hired as my personal assistant. So I want you and I to have a good relationship. What does that look like? Just talk to like a person. You don't have to have a super sophisticated prompt. You can just have a conversation. It's very intuitive.

SPEAKER_02 51:44

What's your favorite thing to do with AI that has nothing to do with real estate?

SPEAKER_03 51:47

Plan trips. Plan trips. Yeah, plan trips. Uh my wife and I were just recently, and this is this just happened two nights ago. We're going to London this year. That's our our big trip. And then we have like a little micro vacation between. And uh my wife's looking at the pricing and she goes, based on your points, you know, you and I doing what we do, we have tons of points, and I save them up for her to travel with me. Um here's the price I got. And it was like for the upgraded version, we wanted to go to London. I think it was like 2,500 bucks plus all of our points. So I said, okay, we went to Claude and I said, I want you to go to Delta.com and I want you to find a better option. And it wound up being like 400 bucks. It saved us 1500 bucks by going and looking for the best time, the best flights, the best plan. Uh, it knows, you know, where we're living and what I prefer in my travel because I use it to plan all the time. It's amazing.

SPEAKER_02 52:32

Okay. Hunting, camping, or fishing. If you had to pick one for the rest of your life, what would you do?

SPEAKER_03 52:36

Oh, I could only do hunting. Uh hunting is not my favorite thing in the world to do. I do believe you only should kill for for survival and what you're going to eat. So, you know, once every two or three years, my brother and I will go, and that's usually carry us through the freezer. Um, fishing is okay, but it's very frustrating. So, camping in general, like trying out new gear and techniques and all that kind of stuff is is is great. Yeah, I think camping would be the thing I would end with. My side of the mountain, baby. That's the best book ever written. Sorry.

SPEAKER_02 53:04

All right, all right. Now, every episode ends the same way. What is your single best tip for someone who's just getting started with AI?

SPEAKER_03 53:14

Um, yeah, I think I'm going to go back to what I I I alluded to earlier. One is you can't be afraid of it. It's not, you're not gonna hurt anybody, it's not gonna let you. Um uh my best tip is to have conversations with it, to talk to it like a person and see where it goes. And if she gets stuck, if it get if AI gets stuck, it'll say, I don't understand. Can you clarify? And then it'll get it. You'll be surprised at how well it understands you and how quickly it picks up on the nuances of how you speak. Um uh and to come up with answers. So yeah, just talk to it. Awesome.

SPEAKER_02 53:43

And where should people go to learn more about what you're doing with AI in real estate?

SPEAKER_03 53:47

Yeah, uh, my website is where kind of the hub of everything is. So MatthewRathbun.com. And if you're specifically interested in AI, it's very simple. MatthewRathbun.com forward slash AI. My latest tutorials and downloadables are all there. Matthew 2Ts. Two tees, yep.

SPEAKER_02 54:00

All right. Matthew Rathbun, EVP at Codewell Banker Elite, national instructor, and the man who proved that the best AI users are not the people glued to their screens. Thank you for being on AI Agent Advantage. Uh everybody hit subscribe, share this with one agent in your network, just one who needs to hear it, who wants to learn one thing in greater detail. We'll see you next Friday. Uh, but before we let you go, we want to say thank you to our founding partners, Wise Agent Subi and the CE shop. They make this show possible and they're building tools that actually help people in the industry. Check them out. All the links are in the show notes. And thank you, Matthew, for spending your time with us. And thank you to everyone for listening and watching. That is not something we take lightly. Now go make it an AI day.