Good morning.

A new agent platform launches most weeks now, each one promising an assistant that lives in your phone or your Slack and runs the business while you sleep.

In May I told you which one I usually recommend, and after building a ten-agent team for a workshop in Austin last month, I'd give you different advice: keep the part of an agent you'd want to take with you, and rent the rest.

In today's issue: the agent team I'd run instead, the one folder every agent reads, and the 80/20 agent you can run in twenty minutes this morning.

—Sam

IN TODAY’S ISSUE 🤖

  • Why I've changed my advice since May

  • What to own, and what to rent

  • The seven parts of every agent

  • One Business Cortex for the whole team

  • The 20-minute 80/20 you can run today

  • Four gates between read and act

  • Ten agents, one card each (Cortex)

  • A real build, start to finish (Cortex)

  • The Keeper and its test bench (Cortex)

  • Which agent to build first (Cortex)

Let’s get into it.

Why Build The Agent Team

Last month I ran a workshop in Austin for CEOs of companies doing $10 million to $100 million, and before I showed them a single agent, I put up one slide of the agent platforms everyone in the room had heard of:

Dots from OpenAI, Grok Bot from xAI, Muse from Meta, Instinct, Viktor, Poke, Lindy and Gumloop. New ones launch most weeks.

They're convenient, they run all the time, and they live where you already work.

In May, in (Why) You Need to Hire a Chief of Staff Agent, I wrote that Lindy is what I usually recommend for building one. Lindy is still a good product, and I'd still put plenty of jobs on a platform.

But at this point, there are a lot more options and they’re all basically the same. What matters is the structure and architecture underneath, which once you have it, you can replicate your agents on any platform of your choice.

The primary thing to keep in mind is this: what you gain in convenience, you lose in control.

Agent platforms are very convenient. But you won’t have full control. For some of you, that’s fine. For most of you, you want and need full control.

So, let me refresh your memory on the fundamentals of agents so we’re all on the same page:

An agent has seven parts (the next section names them), and most of them are yours: what it knows about your business, the instructions for the job, the limits on what it can touch, and the record of what it did. Those are worth keeping in files you own.

The rest, the connectors to your tools and the schedule that starts it, are fine to rent along with the model underneath, because you can swap any of them in an afternoon.

Own it: plain files you keep

Rent it: any platform

Brain: your business's files

Hands: the connectors to your tools

Instructions: the job and how to do it

Trigger: the schedule that starts it

Limits: what each tool may do

The model underneath

Record: every run, logged

Claude Cowork and ChatGPT are rentals too, and that's fine, because a team written as plain files runs in anything that reads files.

When a better app ships next quarter, you move the folder and keep the team, along with every rule you set and every decision it learned from.

Before you put an agent on any platform, ask it four questions:

  1. Can I read its instructions? The words that tell it how to do the job, in full, so you can see why it did what it did.

  2. Can I set its limits? Tool by tool: read only, draft for your OK, or act on its own under a rule you wrote.

  3. Can I see its log? Every run, with what it read and what it changed.

  4. Can I take my files with me? Your business facts, your rules and your decisions, as files you can open somewhere else.

A platform that fails any of the four keeps the part of the agent that took you longest to build. Platforms come and go, too: You Don't Need 20 AI Tools covered one that announced it was closing.

The first agent in this issue takes about twenty minutes in Claude or ChatGPT: one file you write and one prompt. The full team is a download for Cortex members: ten agents that read the same folder, installed in about five minutes, with the rest filled in a few minutes at a time.

For a business of one, team means roles. Every agent is the same model reading a different job description, so you run the whole team yourself, and each agent drafts for your OK until a job has gone through ten times without a change and you've written it a rule.

The Platform Decision

There are two paths, and the choice comes down to which app you already pay for, because the kit has the same instructions twice: CLAUDE.md for Claude and AGENTS.md for ChatGPT and Codex.

Claude Cowork or Code (the Claude desktop app, on a paid plan) suits you if you live in Claude. You attach the kit folder to a project, connect Gmail, Google Calendar and your CRM under Customize, and put the weekly runs on scheduled tasks.

The ChatGPT desktop app with Work or Codex suits you if you live in ChatGPT. The ChatGPT app runs the kit in a Work project with the same folder attached, and Codex reads AGENTS.md on its own when you open the folder.

The quick decision rule:

  • You already pay for Claude: take the Cowork path.

  • You already pay for ChatGPT: take the ChatGPT app, or Codex if you're comfortable in a terminal.

The 80/20 below runs in a plain chat in either, with nothing installed.

The Seven Parts Of An Agent

Every agent you'll ever run has the same seven parts, whatever it's built in. May's How To Onboard An Agent Like A New Hire put most of them into one job description, and that still works for a single agent.

Part

The question it answers

Role

Which job does it own, and what does finished look like?

Brain

What does it read before it starts?

Method

How does it do the job, step by step?

Hands

Which tools can it reach, and how far?

Trigger

What starts it?

Limits

Where does it stop and ask?

Record

What does it leave behind?

Role and Method together are the instructions in the own-or-rent table above, and the model sits underneath all seven.

Two of these matter more once you run several agents:

Method is the job written out as steps, so the agent does it the same way every time and you can see which step went wrong when it doesn't.

Record is the log entry every run leaves, which is how you check an agent without reading everything it read, and how another agent can check it for you, which is the whole job of the Keeper.

One Business Cortex For The Whole Team

If you built the folder from The Cognitive File System for Maximum Production, you have most of this already.

What changes when ten agents read one folder is that each file answers one question, so an agent reads the two files its job needs instead of all of them, and two agents can't quote you different numbers because they found them in different places.

The kit calls the folder the Business Cortex, and its files split like this:

File

What it answers

business.md

What you sell, to whom, how money comes in, and the work you keep for yourself

priorities.md

Your 12-month goal, this quarter's three priorities, what's deliberately not a priority, and everything on your plate

numbers.md

What each metric means, where it lives, and its normal range

customers.md

Who buys and why, who is never a fit, and your key accounts

people.md

Who helps, if anyone. Just me is a complete answer

voice.md

How you write, from three emails you sent

rules.md

What each agent may do in each tool

decisions.md

What you decided and why, and the questions still open

For a team, two of the files do more work than they did for one agent.

Only you edit rules.md, so no agent can widen its own access, even when it's sure it should.

And decisions.md stops one agent reversing something you decided in September, because before it recommends anything it checks whether you already settled it.

The 80/20 needs one of these files, priorities.md, so that's where to start.

The 80/20 Protocol

The 80/20 Agent sorts everything on your plate into KEEP, HAND OFF, PARK or KILL against your 12-month goal, so no more than three things hold your attention this week.

It's the agent the kit runs first, because it needs one file and gives you something back the same morning.

Step 1: Write Your Priorities File (Ten Minutes)

Use a goal with one number and one date, three priorities for the quarter, and everything on your plate with rough hours.

This is Nadia's, from the example business in the kit (more on her below):

# Priorities

## The 12-Month Goal
$240,000 in revenue in the 12 months to 2027-10-31. Now: $191,400 (QuickBooks, 12 months to 2026-09-30).

## This Quarter's Three Priorities
1. Fill the January cohort: 12 of 12 seats by 2027-01-08. Now 0 sold, 9 names on the interest list (Kajabi).
2. Ten discovery calls a month by December. Now 5 in September, 7 in October (HubSpot).
3. Two team workshops booked for Q1. Now 0; one company is scoping a day for January.

## Deliberately Not A Priority
- The website rebuild (a designer has it; I only review drafts)

## The Work I Keep
- Every coaching session, every client and sponsor relationship, my prices, anything published in my name

## Numbers
- Qualified leads = discovery calls booked. Normal: 8 to 14 a month.
- Close rate: normal 35% to 50%. Now 44% over 90 days.

## People
- Jess, my VA, 8 hours a week: scheduling, routine email, QuickBooks entry

## Killed Or Parked Before
- Start my own podcast (killed 2026-09-07)

## Everything On My Plate (my hours a week)
- Relaunch the group program for the January cohort: 4
- Guest spot on Felix Grant's podcast, records Nov 12: 1.5 for two weeks
- Ask past 1:1 clients for referrals
- Bookkeeping catch-up, QuickBooks August to October: 2
- Recap emails after discovery calls: 1.5
- Screen new inquiries from the website form and LinkedIn: 1
- Monthly progress reports to client sponsors
- Lead magnet: a "first 90 days as a manager" guide
- New half-day workshop offer: 3
- Self-paced course version of the 1:1 program: 1
- Talk at the local HR leaders' meetup: 0.5
- Move the group program from Kajabi to Circle: 1
- Website rebuild
- "Kestrel Lane Conversations," my own interview podcast: 1.5
- Instagram account: 2

Leave an hour blank when you don't know it, and the prompt will label its guess. Keep the killed list even when it's short, because it's how the sort notices an old idea coming back under a new name.

Step 2: Run The Sort (Five Minutes)

Paste your file into Claude or ChatGPT, then this:

Above is my priorities file. Sort every item on my plate into KEEP, HAND OFF, PARK or KILL against my 12-month goal, so no more than three things hold my attention this week. Work in this order.

1. Check the goal. It needs one number and one date. If it has both, go on. If not, ask me one question to fix it and stop there.

2. Find the one leak holding the goal back, from the numbers in my file:
- Traffic: too few qualified prospects reach my offer (leads, calls booked, list sign-ups).
- Conversion: they arrive and don't buy at a useful rate (close rate, proposal win rate, checkout conversion).
- Retention: clients buy and don't stay, renew or buy again.
- Capacity: demand is there and delivery can't keep up.
Name the evidence for your pick and how confident you are. If my numbers are too thin to tell, say which one number would settle it.

3. Score every item:
- Impact on the goal, 0 to 3. 0: no line from this item to the goal's number before its date. 1: a small or indirect effect, or one that pays off after the date. 2: a direct effect on the goal's number before the date. 3: the goal can't be hit without it. Add 1, to a maximum of 3, if it works on the leak, and show it as "2 +1 leak".
- My hours a week: from my file, or your assumption, labeled as one.
- What breaks if it stops: who or what is hurt and when, from something in my file, or "nothing found".
- Whether it needs me: yes only if it can't move without my own time each week, or it's on The Work I Keep.

4. Route each item, taking the first route that fits:
- KILL: impact 0 and nothing breaks.
- PARK: impact 0 or 1 and nothing breaks if it waits. Name the date, number or event that brings it back. "Someday" isn't a condition.
- HAND OFF: it doesn't need me. Name what takes it: an AI agent, a saved prompt, an automation in a tool I already use, or a person already in my file. Never suggest hiring anyone. If nothing fits, write "who: unknown".
- KEEP: it needs me and scores 2 or 3. If more than three qualify, keep the three with the most impact per hour of my time, and show the working. Three at most.
- Anything left that needs me and missed KEEP: PARK, marked as the one that just missed.

5. For every KEEP, give me one first step I can finish this week in one sitting, with a day, and the number that will show it's working: its value today, where that comes from, and the value that means it's working, by a date.

6. Flag anything that looks like an item I killed or parked before, back under a new name, and any route that would cut across something I've already committed to or decided. Ask me about those instead of deciding them.

Show the sort as four tables, then the questions for me, then how many hours a week it frees. Don't close, archive or delete anything anywhere.

The order in step 4 is deliberate. KILL and PARK come first so the cheap cuts happen before anything competes for a KEEP slot, and HAND OFF comes before KEEP so a job that doesn't need you never takes one of your three.

Step 3: Read The Evidence Before The Routes

Check the leak first. If the agent picked Traffic, the numbers it quotes should show leads below their normal range, and if they don't, nothing after that point can be trusted.

Then look at every hours figure, and fix any guess the agent presented as your own number. Last, read the questions it asked you, because that's where the real decisions are.

Step 4: Approve The Sort, Then Move The Rows

Change the list in your file: Keep, Hand off: Jess, and so on, and move each parked or killed item to the killed-or-parked list with today's date.

Next Monday the sort starts from that file, so a killed item that comes back gets caught, and a parked item returns when its condition comes true.

Step 5: Put It On Monday

In Claude Cowork, save the file in a project and add a scheduled task for Mondays at 7:00 with the same prompt, starting it with Scheduled run: 80/20.

In ChatGPT, put the file in a project and set the prompt as a scheduled task for the same time. Either way, it reads the list you approved last week and shows you what moved since.

What Nadia's Sort Found

I ran the 80/20 Agent from the kit on Kestrel Lane Coaching, the example business that ships with it:

Nadia Kerr, a solo leadership coach for first-time managers at software companies, about $190k a year, with a VA eight hours a week.

Her list is the one in Step 1, and the agent also read the rest of her Business Cortex.

The run below is real: trimmed for length, with each cut marked, and nothing reworded. The kit's version of the agent calls the leak the constraint, so that's the word you'll see in it.

Flagged first: ... One possible repeat: "'Kestrel Lane Conversations,' my own interview podcast" (added 2026-10-26) reads as the same project as "Start my own podcast," killed 2026-09-07 ... it's scored fresh below, but flagged for you since it's the same idea under a new name.

Constraint: Traffic. Qualified leads are below their normal range two months running: 5 in September against a normal range of 8 to 14, and 7 in October to the 27th ... Close rate is mid-range at 44% (measured, 90 days to 2026-10-26), so leads aren't dying at the proposal stage, they're not showing up. ... Confidence: high.

KEEP (three at most)

1. Relaunch the group program for the January cohort (serves Priority 1). Impact 3 ... Your time: 4h/wk (stated).
   - First step this week: write the launch sequence to the 9-name interest list, by Friday
   - The number: group seats sold (numbers.md), now 0 of 12 (measured, Kajabi, 2026-10-26). Working if 6 or more sold by 2026-11-15

2. Ask past 1:1 clients for referrals (serves the Traffic constraint directly, and Priority 2). Impact 2 +1 constraint = 3: referrals are the largest single channel, 14 of the last 24 1:1 clients (measured, HubSpot source field) ... Your time: 1h/wk (assumption ...).
   - First step this week: message the 3 most recent completed 1:1 clients, by Wednesday
   - The number: qualified leads (numbers.md), now 7 for October to the 27th (measured, HubSpot). Working if October closes at 8 or more, back inside the 8-14 normal range

3. Talk at the local HR leaders' meetup (serves the Traffic constraint, and Priority 3's buyer profile). Impact 1 +1 constraint = 2 ... Your time: 0.5h/wk (stated). The best impact for the hours of anything on the list.
   - First step this week: confirm the talk date and send your one-page workshop offer to the organizer to share with attendees, by Friday

HAND OFF
Bookkeeping catch-up, QuickBooks August to October | Jess Hale (Owns: QuickBooks entry, people.md) | 2h/wk
Recap emails after discovery calls | Follow-Through agent | 1.5h/wk
Screen new inquiries from the website form and LinkedIn | Lead Enrichment agent | 1h/wk

KILL
Instagram account | Impact 0: no line to leads or revenue ... | 2h/wk

Close calls
Podcast guest spot on Felix Grant's show. Impact 2 (1 +1 constraint), 1.5h/wk. It missed the third KEEP slot on impact per hour ... but you're already booked to record on Nov 12, so something breaks if it's dropped ... Question: treat this as already locked in outside the three-KEEP cap since the date's fixed, or should it bump the HR meetup for a KEEP slot?

What this frees
... Freed this week: 6.5h/wk (worked out: 4.5h/wk to HAND OFF, 2h/wk to KILL). A further 9.5h/wk sits in PARK, paused but not yet freed from the list until its condition is met.

The leak comes first, with the numbers that prove it, and every keeper has a step with a day and a number with today's value.

It caught the podcast: Nadia killed Start my own podcast in September, and seven weeks later it was back on her list with a name. The sort parked it until she has two guests confirmed or decides it's a different idea.

It also stopped at three things it shouldn't decide on its own, the recording she'd already committed to, the sponsor reports she keeps for herself, and a website contract that cut against "not a priority this quarter," and asked her about each one.

The 6.5 hours a week came back without anyone new. Jess took the books because her role already covers QuickBooks, two agents took the recaps and the inquiry screening, and Instagram stopped.

Four Gates Between Read And Act

Every agent reaches your tools through a gate, one level per tool, and every tool starts at read.

Gate

What the agent can do in that tool

Off

Nothing

Read

Read only

Draft

Read, and write drafts for your OK. Nothing is sent, published, paid, shared or deleted

Act within rules

One named job, under conditions you wrote, without asking

Moving a tool from read to draft is your call, once it's connected and you've checked it reads the right account.

Moving a job from draft to act within rules takes evidence: its last ten drafts went out unchanged, and you've written the rule in full, saying exactly what it may do, only when, and never what.

The kit's own example is Lead Enrichment filling blank fields on a lead record, only when the value has a cited source, and never overwriting a field that already has one.

Every raised gate goes in a log with the date and the reason, so six months from now you can see why an agent can do what it does.

Some things stay off at every gate: moving money, deleting anything, granting access, and contacting anyone on the list of work you keep for yourself.

How To Onboard An Agent Like A New Hire made the case for starting at read, and Let Claude (or ChatGPT) Run Your Email List ran the same gates on one job, your list.

The Agent Team By Business Type

The 80/20 runs the same way in every business.

What changes is what's on the plate and which agent pays back first once you've cleared it.

Business

What's competing on the plate

The agent to add next

Consultant or coach

Offer ideas and content projects competing with the calls that fill the calendar

Follow-Through: the recap and promises after every call, drafted for your OK

Agency

Client fires, new business and internal projects on the founder's list at once

Lead Enrichment: every inbound lead researched and routed before anyone spends an hour on it

Freelancer

Client work crowding out the pipeline

Relationships: which past clients and referral partners are due to hear from you, with a note in your voice

Creator or publisher

Products, sponsors and content all at "active"

Market Watch: what changed on competitors' pricing pages and newsletters this week

Deploying The Agent Team Across Your Team

Run alone, every route ends with you. The agents draft, you approve in one sitting, and the Chief of Staff's morning page tells you which drafts are waiting, so what the team costs you is a short review each day.

With a team, people.md does the routing. A HAND OFF goes to the person whose role already covers the work, the way Nadia's bookkeeping went to Jess, and nobody gets a task their role doesn't cover.

At an agency, each account lead reviews the drafts for their own clients before anything reaches the founder, and the Strategist adds a seat for the team only when people.md lists more people than you.

Inside Cortex This Week

The 80/20 is one agent out of ten. Cortex members get the rest of this issue, four more sections and the whole team as a download:

  • Ten agents, one card each: what each does, the phrase that starts it and its schedule, at a 14-person agency and at Nadia's

  • A real build, start to finish: the Builder agent interviewing Nadia, the agent it wrote, its first run, and the mistake it caught in its own output

  • The Keeper and its test bench: how the team gets checked every week and tested every month, and what the test bench caught before this kit shipped

  • Which agent to build first: where to put an agent in your business, and the case of a $1.1M firm that put three in the wrong place

Want The Build Pack?

You should have a team like this running for you, reading one folder you own, so the sorting and the follow-up happen whether or not you remembered them.

You can run the 80/20 from this issue every Monday as it stands. If you'd rather have the whole team installed, Cortex subscribers get the Agent Team Kit as a download:

  • Ten agents on one Business Cortex: Chief of Staff, 80/20, Strategist, Follow-Through, Relationships, Lead Enrichment, Market Watch, Profit, the Builder and the Keeper, each with its job, gates, examples and checks

  • The five-minute install for Claude Cowork, the ChatGPT desktop app, Codex and Claude Code, with a setup interview that fills in your Business Cortex a few minutes at a time

  • Two filled-in Business Cortex examples to copy from, a solo coach and a 14-person agency

  • A real Builder run, kept whole: the conversation, the agent it wrote, its first runs and what it got wrong

  • The test bench: 40 cases the Keeper reruns every month against a test company, so you know an agent still does its job before it does it on your business

This is only available to paying Cortex subscribers.

What is Cortex?

Cortex is the premium monthly membership version of Bionic Business, helping entrepreneurs and business owners grow and scale with AI and Agents.

In addition to 3-4 full, unrestricted regular issues per month, you also get:

  • 1x SIGNALS Strategic Briefing issue (strategic moves you must make now to secure your business revenue, market share, and profits).

  • 1x CIRCUITS Tactical Guide issue (workflows, how-to’s, prompts, very practical implementation inside a self-driving business).

  • Access to all Agents and Skills issues (full details, download files, tutorials).

  • Claude Cowork as your marketing team special issue (full guide on how to run Cowork as an agent marketing team for your business).

  • 50% OFF workshops on prompt engineering, agent operating systems, and more. Only active Cortex subscribers get any kind of discount, no one else.

So, if you’d like to receive full issues and the monthly special Signals and Circuits issues, then you should sign up for Cortex, which is $50/month (and you have full archives of previous regular issues for as long as you’re a paying member).

One note on Signals and Circuits: You only get these special issues for the months you’re subscribed—which means if you skip a ~30 day period, about a month, you won’t get them for that month. There are no back-issues for past months, so now is your chance to lock-in these upcoming issues while you can.

After you’ve upgraded to Cortex, log in to the website and come back to this issue, and the Build Pack will be unlocked below.

Ready? Get the Build Pack, full regular issues, and the upcoming Signals and Circuits issues:

Cortex is a monthly premium version of Bionic Business, helping entrepreneurs grow and scale with AI and Agents. You can cancel at any time, but there are no refunds, for any reason. All sales are final.

One Question Before You Go

One tap tells me where most of you run agents today. If you want to say more, the box after your vote comes straight to me.

Nadia's list had fifteen things on it, and two of them, Instagram and a podcast she'd already killed once, took three and a half hours of her week before anyone asked what either did for the goal.

Finding them took one read of the whole list against one number, which is the job the 80/20 does every Monday.

Write your priorities file before Monday, with the goal, the three priorities and everything on your plate.

Run the sort, and kill one thing before you add a single agent.

Talk soon,
Sam Woods
The Editor