Rogue Agents AI Productivity · Field Guide
Save PDF
AI Productivity Training · Rogue Agents

Getting real
work out of AI

One page of the things that actually matter. This is a reference you bookmark, come back to, and keep using after the session ends.

Format One-page reference
Level Introductory
Keep it Bookmark + revisit

The tools all do roughly the same thing: you type what you want in plain English, they write back. You don't need to learn a new language or any special syntax. If you can describe the task to a sharp new hire, you can do it here.

There are four general-purpose ones worth knowing. Pick one and get comfortable — they're more alike than different. Each has a free tier, plus a paid plan (around $20/month) that unlocks the smartest models and the image tools — and gives you a lot more usage time.

01
ChatGPT (OpenAI) — the most widely used. Great all-rounder for writing, summarizing, and quick answers.
02
Claude (Anthropic) — strong at longer documents, careful reasoning, and following detailed instructions. The one we tend to build on.
03
Gemini (Google) — lives alongside Gmail, Docs, and Drive, and is very good with images. Makes sense if your shop already runs on Google Workspace.
04
Copilot (Microsoft) — the same idea, built into Word, Outlook, and Excel. Natural fit if you live in Microsoft 365.

One more, for a different job — Perplexity. It isn't a fifth general-purpose chatbot — it actually runs the other models under the hood — but it's built for one thing in particular: searching the live web. When your question has a real-time answer — current prices, recent news, "who makes this part and what does it cost right now" — Perplexity searches faster and more thoroughly than the others do off the bat, and shows you its sources. Reach for it when you're using AI as a research tool; reach for the four above for writing, reasoning, and ongoing project work.

The one-line takeaway: the free versions are enough to learn on. Once a tool starts saving you real time every week, the ~$20/month paid plan pays for itself almost immediately.

Picking a model — and what it costs you

Inside a tool you'll often get to choose which model answers — a fast everyday one and a more powerful one. (On Claude it's Sonnet for everyday work and Opus for heavy lifting; ChatGPT and Gemini have the same idea under different names.) The more powerful model can reason harder and hold more in its head at once — but it costs more to run and burns through your usage allowance faster.

The rule of thumb: let the standard model handle the everyday work, and only switch up to the powerful one when the task genuinely calls for deep thinking — dense analysis, a long and complicated document, anything where it needs to hold a lot together and reason carefully. For quick drafts, rewrites, and summaries, the standard model is plenty — and staying on it keeps you from burning through your usage limit halfway through the day.

For Keystone Recognition

You're a Microsoft shop, so Copilot is already sitting inside Word, Outlook, and Excel — and that's exactly where it earns its keep: for work on your own files and documents, where it already has the context, use it right there. For more general, everyday AI work it tends to feel clunkier than the big three, so for that I'd step outside it to ChatGPT, Claude, or Gemini. Right tool for the job.

The single skill that separates a frustrating answer from a useful one isn't technical. It's how clearly you ask.

A vague request gets a vague, generic answer. The fix is to tell it three things: who it should be, what you want, and what "good" looks like. Watch the difference.

Vague ask

"Write a tagline for a banner ad."

Clear ask

"You're a marketing copywriter for a custom-awards company. Write 5 short, punchy taglines for a web banner promoting engraved recognition awards for corporate clients. Keep each under 8 words, confident, not cheesy."

The four moves that fix almost everything

01
Give it a role. "You're a marketing director…", "You're a detail-oriented proofreader…" It instantly raises the quality and the right tone.
02
Say what good looks like. Length, tone, format, who it's for. "Five options, one sentence each, friendly but professional."
03
Show an example. Paste one you like — an old email, a tagline that worked — and say "in this style."
04
Then just talk to it. The first answer is a draft, not the final. "Shorter." "More formal." "Lose the third one." It's a conversation — keep going until it's right.

The tool only knows what you tell it. It can't see your files, your past orders, or how your company does things — unless you put that in front of it. The more relevant material you give it, the more the answer sounds like your business instead of a generic one.

One caveat: tools wired into your accounts — like Copilot inside Microsoft 365 — can already reach some of your files and email on their own. Here we're mostly talking about the public chatbots (ChatGPT, Claude, Gemini), which know nothing about your business until you hand it to them.

Ways to hand it context

Paste it in
Drop in the email thread, the notes, the messy list — then ask your question. "Here's the customer's email. Draft a friendly reply confirming the order and asking for their logo file."
Upload a file
Most tools let you attach a PDF, spreadsheet, or image and ask about it. "Summarize this spec sheet into a short checklist." "Pull the order details out of this PO."
Keep going in the same chat
It remembers everything earlier in the same conversation. Build on it — no need to re-explain. Start a fresh chat only when you switch to an unrelated task.
Super Simple Shorthand Here is [the material].  I want you to [the task].  Make it [tone / length / format].  It's for [who].

If you find yourself typing the same setup over and over, you can save it once and reuse it forever.

Every major tool lets you save a reusable setup like this: write the instructions and load the background once, give it a name, and from then on it knows the role and the context — you just hand it each new task. But the names hide a real distinction. ChatGPT's version is a Custom GPT; both ChatGPT and Claude also have Projects; Gemini has Gems. A Custom GPT and a Project are not the same thing — they're built for two different jobs, and it's worth knowing which one you want.

Without one

Every time, you re-explain who it is, what the company does, and the rules — before you even get to the actual task.

With one

"Our Banner Ad Writer" already knows the brand voice and the product line. You open it and say "new banner for the holiday promo" — done.

Custom GPT vs. Project — same engine, different job

Both save the same two things: your instructions and your background material. The difference is what they're built to do with it — one is for handing out, the other is for working in.

A Custom GPT answers "how should it behave?"
It's built to be handed out. Sharing is the whole point: you make it once, then give people a link — or publish it so anyone can find it. And you can do this even on a personal paid plan; it doesn't take a company account. Think of it as a small app you built.
A Project answers "where does the work live?"
It's a workspace — a container holding your instructions and a shelf of background docs, where every chat you start inherits them. Great for organizing your own ongoing work. Sharing a Project across your team, though, generally needs a business or team plan; on a personal plan it stays yours.

(Gemini's Gems are a third flavor — free to build and use — but they live in your own Gemini rather than being handed around.)

show, don't tell

Honestly, this is easier to see than to describe — so let's open a real Custom GPT and a real Project and look at the difference live.

One name to keep straight: ChatGPT also has a feature called "Projects" — folders that group chats around shared instructions and files. That's actually the close cousin of a Claude Project. A Custom GPT is the shareable one. So "a Custom GPT is the same as a Project" isn't quite right: a Custom GPT is a bot you give away; a Project (in either tool) is a workspace you keep.

What this means for sharing

Before you promise something "for everyone," match the tool to the goal. If the point is to hand it around, build a Custom GPT — a link works even from one person's paid account. If the point is to organize your own ongoing work, use a Project. A genuinely shared team workspace — one Project everyone edits — is a separate, paid step, worth taking once it's proven itself.

Good candidates to build: anything you do repeatedly with a consistent setup — drafting replies in your company's voice, turning purchase orders into a clean checklist, writing product descriptions, proofreading to a house style. Start one for yourself; grow it into a shared tool when you know it earns its keep.

For Keystone Recognition

You don't have a shared company AI account yet — everyone's on their own login. So for now, anything you build is yours individually, on your own account. If a custom assistant turns out to be worth sharing across the whole team, that's a small team-plan step we can take when the time comes — no rush.

You don't need a big project to get value today. These are the small, daily things that quietly give you back time — start with whichever one you'd use this week.

Rewrite and polish
Paste a rough email or message: "Make this clearer and more professional, keep it short." Great for tricky customer replies.
Summarize the long thing
A long thread, a document, meeting notes: "Give me the three things I actually need to do from this."
Get unstuck / brainstorm
"Give me 10 tagline options." "Suggest subject lines." A fast way to beat the blank page — pick, don't accept wholesale.
Turn messy into tidy
Paste a jumble of details: "Turn this into a clean bulleted checklist" or "into a short table." Reformatting in seconds.
Explain it to me
"Explain this contract clause in plain English." "What's this spec asking for?" A patient expert that never makes you feel dumb for asking.
Draft the first version
A proposal, a job post, an FAQ, a policy. Getting to a rough draft is the hard part — let it do that, then you make it yours.
For Keystone Recognition

A few that fit your world: sales — polish a tricky customer reply or draft a quote follow-up; production — turn a messy spec into a clean checklist; everyone — knock out the first draft of a vendor email or a product description. Pick the one you'd actually use this week.

Two very different things get lumped together as "AI images." Knowing which one you need saves a lot of wasted time.

Generating vs. editing

Generating from scratch

"Make me a picture of a mountain." Fun and fast — but it invents something that doesn't exist. Rarely what you need when the actual product has to be in the shot.

Editing a real photo

You start with your own product photo and change it — remove the background, drop it on clean white or into a new scene, clean up clutter. The real product stays front and center, not something invented.

The common, useful jobs

01
Remove or replace a background. Pull a product onto clean white, or drop it into a styled setting. Tools like Photoroom or remove.bg do it in a click — with two honest catches: the truly free output is either low-resolution (remove.bg) or watermarked (Photoroom), so a full-size clean export usually wants a cheap paid tier; and automatic cutouts can leave rough edges on reflective, clear, or intricate products (metal or acrylic awards especially), where you'll want to check the result. The image editing in ChatGPT or Gemini can also do it conversationally.
02
Clean up and touch up. Remove a stray cable, a reflection, a bit of dust from a product shot — describe what to fix and it handles it.
03
Resize and sharpen. "Upscaling" tools enlarge a smaller image and keep it reasonably crisp — great for web and banners. They can't invent detail that wasn't there, though, so for large, high-quality print you still want a real high-resolution original.

Putting your product in a real scene

The most useful move for a product business: start with a plain product shot, add branding, and drop it into a lifestyle setting — no photoshoot required. Three steps:

01
Start with the blank. A plain product photo on a white background — the kind a vendor catalog already gives you.
02
Add the branding. Drop a logo onto it realistically — wrapped to the surface, in the right spot, the way it'll actually be decorated.
03
Place it in context. "Put it on a conference table in a bright office." "In someone's hands outdoors." Same product, now in a scene that sells it.

The standout tool for this is Google's Gemini — its image engine (nicknamed "Nano Banana") is unusually good at keeping a real product looking like itself while changing everything around it. ChatGPT can do it too. You hand it the blank, the logo, and a sentence describing the scene. It's not flawless — AI can nudge small details, so this is for concepting and listings, not final production art.

Free vs. paid, honestly: the free tiers do real work and are perfect for trying this and for concepting. Two catches worth knowing — the free versions usually stamp a small watermark, and they often use whatever you upload to train the AI (so your images aren't private). For regular business use, a few dollars a month — or pennies per image through the pro route — gets you clean, watermark-free output that stays private. Free to play; a small spend when it's part of how you actually work.

For Keystone Recognition

One of the real types of examples both Megan and Carla brought up to me goes like this: vendor blank → add the customer's logo (etch or UV) → drop it into the setting it'll be used in. It's mock-up ready, not production art (Carla still builds the real vector). Your customers' logos are mostly public brand marks, so free is fine for concepting — but once this is a regular part of making customer images, a small paid tier keeps the output clean and your uploads private.

show, don't tell

Let me show you instead of explain — here's a little Gem I built for Keystone-type images: drop in a blank product and a logo, tell it the environment, and it builds the shot (plus a quick branded concept write-up). Your blank-to-in-the-wild workflow, in one step.

the bigger version

Now picture the bigger version: drop in one image and get a whole set back at once — a banner with a tagline, product copy with its shot, a couple more of the pieces you make every day. This little Gem does it rough and watermarked — perfect for concepting. The real one runs on the API behind a simple drag-and-drop: professional-grade, high-resolution, watermark-free, and licensed for business — production-ready assets you can put straight to work, all your outputs in one go. Build it yourselves if you get ambitious, or it's a project we do together.

A few simple habits keep you on the right side of this — using it confidently without getting burned.

01
Always read it before you send it. It writes confidently even when it's wrong. You're the editor — it never goes out the door unchecked. For facts, numbers, and names, verify.
02
Don't paste anything truly sensitive. Customer payment details, passwords, private personnel info — keep them out. When in doubt, leave it out or ask your manager first.
03
It's a draft partner, not the final word. The best results come from a back-and-forth, with your judgment on top. The taste and the sign-off are still yours.
04
If an answer's off, say so. "That's not quite right because…" gets you a better one. You can't break it — push back and keep going.
For Keystone Recognition

The everyday material is fair game — customer logos, art files, product specs, and order details are how the work gets done, so use them. Keep the genuinely private things out: customer payment info, anything from HR or personnel, and pricing or margins you wouldn't want a competitor to see.

You'll hear "agentic AI" thrown around constantly. Here's what it actually means — and what it can and can't do for a business your size.

Everything so far has been AI that answers. Agentic AI is the next step: AI that acts.

An assistant

You ask, it answers. You're still the one doing each step — copying the result, opening the next app, clicking the button.

An agent

You give it a goal, and it carries out the steps itself — using tools, moving between apps, working through the task from start to finish.

What "agentic" actually means

An agent is AI you hand a goal to instead of a single question. It plans the steps, uses tools to carry them out, and works through the task — checking its own progress as it goes. The shift is from it tells you to it does it.

You'll see this dressed up a dozen ways — "agents," "agent mode," "computer use," "Operator," "autonomous AI." Under the marketing, it's all the same idea: AI that takes actions, not just AI that talks.

What you can do with it yourself

At a personal or small-business level, agentic AI is mostly about connecting your apps and automating multi-step chores — and a lot of it needs no developer. A few real examples:

01
A new order email lands → it pulls out the details → adds a row to your spreadsheet → drafts the confirmation reply for you to send.
02
On a schedule: every Monday, gather the week's numbers, summarize them, and email the team — without you lifting a finger.
03
Turn it loose on a small research task: "find five suppliers for this part, pull their contact info and pricing into a table."

The no-code tools that make this possible: Zapier, Make, and n8n for wiring apps together; Power Automate / Copilot Studio if you're a Microsoft shop; and the "agent" modes now built into ChatGPT, Claude, and Gemini themselves. You point and click your way to a working automation.

Where it gets bigger — and where we come in

The moment an automation has to touch your real systems, handle sensitive data, run reliably every single time, or stitch several pieces of software together at scale, it stops being a no-code weekend project and becomes real engineering. That's the line where you want the big guns instead of wrestling it yourself — and that's exactly what Rogue Agents does: purpose-built AI systems wired into how your business actually runs.

A straight-up heads-up: even the "simple" personal stuff gets tricky. I build this for a living and I still hit walls wiring up automations that are supposed to be easy — a connection that won't authenticate, a step that quietly fails. So if a "quick" automation fights you, that's normal — it's not you doing it wrong. Start small, and know there's help when it's worth doing for real.

Start with the small wins. When it outgrows a weekend project, that's our cue — not your problem to brute-force.
For Keystone Recognition

Since you're a Microsoft shop, your natural on-ramp here is Power Automate (and Copilot Studio for AI-driven agents) — both already part of the Microsoft 365 world you're in. Good place to try a small "when an email comes in, do X" automation before anything bigger.

All of this was high-level on purpose. I'm not trying to teach you everything about AI — this is a quick, referenceable cheat sheet: what's what, the lay of the land, something to come back to as you keep exploring on your own.

For the rest of our time, let's get practical. I want to hear what you're actually working on day to day, and how you're using AI on it right now. Throw out any questions as we go — I'll help you do what you're already doing, and show you tips and tricks to do it better.

We'll do it live, together, so everyone picks up the little nuggets they didn't know. That's the part that sticks.

The cheat sheet is the map. The next hour is where it gets real.