AI Adopters Club

AI Adopters Club

Undocumented Workflow? Record It.

Show AI how you prepare a weekly client update, then review and test the reusable instructions.

Kamil Banc's avatar
Kamil Banc
Oct 26, 2026
∙ Paid

Hi Adopter,

A business owner demonstrates a task on screen while an AI helper takes notes; the AI Adopters Club mug sits on her desk.
Demonstrate the task. Review what AI turns into instructions.

Record yourself doing a task and let AI draft a reusable skill: saved instructions it can follow next time. You may already have this feature and not know it.

Claude’s Cowork and Codex on a Mac both offer versions of it. You show the task, explain your decisions, then review what the AI writes.

If you send clients weekly project updates, you repeat a useful routine: open the project board, check what’s finished, identify blockers and rewrite the notes into an email. The information already exists. Turning it into a clear update is the repeated work.

This won’t replace a forward-deployed engineer who comes into your business, maps its processes, connects systems and builds reliable automation. But for a small business, recording one simple task is a more accessible starting point than commissioning a full automation project.

Record yourself preparing one update. Explain what belongs in it and what must stay out. AI can draft the procedure from that demonstration; you check it before using it next week.

Try this today: Make a three-task practice board using made-up client details. Record yourself turning it into an update in a blank document. Stop with a draft, before sending anything.

Here’s how to turn that demonstration into something you can check and reuse.

In this edition

Demonstrate one repeatable task, turn it into a reusable skill, then review and test it before relying on it.

We’ll use weekly client updates to cover:

  • Recording with Cowork, Codex Record & Replay or a screen recorder.

  • The steps and two prompts for drafting and testing the skill.

  • A sample email and the checks to keep a human in charge.

Even if you stop here: narrate your decisions, not just your clicks. Explain what to leave out, when to ask and what needs human approval.

Subscribe for the complete walkthrough, including the extraction prompt, a sample client update and the checks to make before reusing the skill.

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