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What If Every Employee Had Their Own AI Executive Assistant? with Nick Sonnenberg

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Manage episode 494559306 series 2740497
Content provided by Fellow.app. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Fellow.app or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

What if your intern had a better executive assistant than your CEO? In this episode of TNW, Aydin sits down with Nick Sonnenberg—Wall Street veteran, bestselling author, and founder of Leverage—to explore how AI agents are radically transforming how work gets done. Nick demos a real AI-powered assistant that can handle email, prep meeting briefs, and even outperform human teammates. You'll hear how he structures agent orchestration, optimizes prompts as IP, and envisions a future where everyone at every level has a digital assistant.

What You'll Learn:

- Why every employee (not just execs) should have their own AI assistant

- How AI agents can be “managed” like employees—with hierarchy and QA

- The role of MCP (Model Context Protocol) in unlocking personalized, high-context automation

- Why context is king in building truly useful AI workflows

- Why prompt libraries should be treated like company IP

Timestamps:

00:00 – Imagine if interns had better EAs than execs

01:00 – Nick’s background: From high-frequency trading to AI consulting

02:20 – The origin of Leverage and the obsession with efficiency

03:10 – Inbox Zero, RAD framework, and AI-powered email agents

04:50 – What is MCP and why it matters

06:20 – The CPR framework: Communicate, Plan, Resource

08:30 – Orchestrator agents and agent

11:00 – QA as the new job for every role

12:00 – Why execs are adopting AI faster than junior employees

13:40 – The “Sniper Agent” and building executive briefs

16:00 – Personalized, context-rich email drafting

20:00 – Prompt optimization strategy as a business asset

22:30 – Real-time battle card generation and agent chaining

23:30 – Custom summaries using frameworks, not just transcripts

24:00 – Behind the scenes: building and deploying agents

Tools & Technologies Mentioned:

Claude – Anthropic’s AI model, used here with MCP and custom agents

MCP (Model Context Protocol) – Allows secure access to private data and agent orchestration within AI platforms

Asana – Project management tool integrated with agents

Zapier / NADN / Crew AI – Automation platforms for building AI workflows

Perplexity – Used to scan public web/news as part of the AI brief generation

Coda / Notion – Popular tools for knowledge capture, now evolving into AI-integrated workflows

HubSpot – CRM used to integrate and personalize AI-generated content

Fellow – AI meeting intelligence tool for smarter call summaries

Nick's website: https://www.getleverage.ai/

Subscribe at⁠ thisnewway.com⁠ to get the step-by-step playbooks, tools, and workflows.

  continue reading

231 episodes

Artwork
iconShare
 
Manage episode 494559306 series 2740497
Content provided by Fellow.app. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Fellow.app or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

What if your intern had a better executive assistant than your CEO? In this episode of TNW, Aydin sits down with Nick Sonnenberg—Wall Street veteran, bestselling author, and founder of Leverage—to explore how AI agents are radically transforming how work gets done. Nick demos a real AI-powered assistant that can handle email, prep meeting briefs, and even outperform human teammates. You'll hear how he structures agent orchestration, optimizes prompts as IP, and envisions a future where everyone at every level has a digital assistant.

What You'll Learn:

- Why every employee (not just execs) should have their own AI assistant

- How AI agents can be “managed” like employees—with hierarchy and QA

- The role of MCP (Model Context Protocol) in unlocking personalized, high-context automation

- Why context is king in building truly useful AI workflows

- Why prompt libraries should be treated like company IP

Timestamps:

00:00 – Imagine if interns had better EAs than execs

01:00 – Nick’s background: From high-frequency trading to AI consulting

02:20 – The origin of Leverage and the obsession with efficiency

03:10 – Inbox Zero, RAD framework, and AI-powered email agents

04:50 – What is MCP and why it matters

06:20 – The CPR framework: Communicate, Plan, Resource

08:30 – Orchestrator agents and agent

11:00 – QA as the new job for every role

12:00 – Why execs are adopting AI faster than junior employees

13:40 – The “Sniper Agent” and building executive briefs

16:00 – Personalized, context-rich email drafting

20:00 – Prompt optimization strategy as a business asset

22:30 – Real-time battle card generation and agent chaining

23:30 – Custom summaries using frameworks, not just transcripts

24:00 – Behind the scenes: building and deploying agents

Tools & Technologies Mentioned:

Claude – Anthropic’s AI model, used here with MCP and custom agents

MCP (Model Context Protocol) – Allows secure access to private data and agent orchestration within AI platforms

Asana – Project management tool integrated with agents

Zapier / NADN / Crew AI – Automation platforms for building AI workflows

Perplexity – Used to scan public web/news as part of the AI brief generation

Coda / Notion – Popular tools for knowledge capture, now evolving into AI-integrated workflows

HubSpot – CRM used to integrate and personalize AI-generated content

Fellow – AI meeting intelligence tool for smarter call summaries

Nick's website: https://www.getleverage.ai/

Subscribe at⁠ thisnewway.com⁠ to get the step-by-step playbooks, tools, and workflows.

  continue reading

231 episodes

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