‹ Past Sessions Masterclass Playbook · Addie Agarwal
A Masterclass Playbook Vol. 02 · April 25
The Playbook · No. 02

The Automation
Edge.

Mastering AI workflows & automation — a recap & field guide from the April 25 masterclass on closing the gap between imagining a thing and shipping it.

Written by Addie Agarwal
Session April 25 · Live
The Recording · April 25, 2026

Watch the session.

The full masterclass, unedited. Put it on while you work, or skim the playbook below for the prompts, the live audits, and the moment we built a brand-aligned pitch deck from a single sentence.

Live session · Recorded April 25, 2026 Open in YouTube ›
I · Introduction

Welcome to the recap.

This playbook accompanies the April 25 AI Masterclass — the follow-up to The AI Advantage, designed to take the room past “what AI can do” and into the operational center of how it actually changes a working week.

The thesis for this session was simple: the barrier to building anything — an income statement, a 28-slide pitch deck, a LinkedIn campaign, a blog post from a two-hour webinar — used to be execution time. Four weeks coding. Two days designing. An afternoon scrubbing PDFs into a P&L. AI has compressed all of that to near-zero. Your job is no longer doing the work. It’s imagining the architecture and describing what should exist.

What follows is the complete recap: the tools we leaned on, the exact prompts that produced real outputs on stage, the audience’s sharpest questions answered candidly, the LinkedIn audit formula that surfaced the same four failure points across every profile we touched, and a forecast on what’s arriving next.

II · Tools Discussed

The working stack.

We expanded the toolkit considerably this week. The center of gravity is still Claude, but we also leaned hard on Gemini for video, Excel for raw financials, and Claude Design as a separate creative environment that runs on its own meter.

III · High-Impact Prompts

The exact asks.

Verbatim prompts from the live demos. Notice how plain they are — no “act as a Fortune 500 CFO,” no rigid persona, no list of constraints. Just clear context, clear goal, and a colleague-style ask.

Don’t overcomplicate the prompt. The model knows more than you think. Tell it what you want like you’d tell a teammate, and let it reach.
The prompt-simplicity principle
1

The P&L Engine

Used inside Claude + Excel to digest a stack of unstructured bank statements and produce a verified income and expense statement.

Hey Claude, can you study the attached files and build out a complete income and expense statement for me. Most importantly… once you are done please verify the data.
2

The Pitch Deck Architect

Three phases — the initial draft, brand alignment from the website, and the surgical UI fix. The whole deck came together inside Claude Design.

Phase 1 · Initial draft Hey Claude, I want you to build a detailed presentation on PowerPoint and a standalone HTML for me. My company’s name is Eagle Cap Ventures and I want you to research and talk about and cover pretty much everything when it comes to pain points professionals face… how multifamily investing is different from other alternative forms of investing… how is it beneficial to busy professionals and also do some research for me like how it compares to the S&P 500 maybe over the last 30 years.
Phase 2 · Brand alignment Please make the presentation according to my brand from this website.
Phase 3 · Iterative correction Slide 26, my photo is way off, that is it.
3

The LinkedIn Campaign

A single sentence produced a clean run of brand-aligned ads — ready to schedule, no Canva required.

I want you to create a few ads for me to post on LinkedIn.
4

The Webinar Decoder

The YouTube → Gemini workflow in two moves. First, ingest the entire video. Then, hand the output back to Claude Design to ship it as a blog post.

Phase 1 · Gemini, on the recording I have this webinar we did… can you analyze the entire video and produce the following for me: 1. A complete breakdown of what was shared. 2. The entire set of questions asked and answered. 3. A summary of the event. 4. Feedback and appreciation shared, tips shared, and key takeaways… I am eventually going to build a blog about this and I also want you to capture timestamps from the video as references.
Phase 2 · Claude Design, on the blog Help me create an engaging blog post for my website and… [paste the full Gemini output].
5

The Profile Auditor

Run on live volunteers from the room — Erik Byker, Leah, Syleena, Anita, Manny. Every audit surfaced the same four fixes (see the audit formula below).

Can you analyze my profile entirely and tell me what works, what am I doing wrong, what can I do better, and anything else that you think would help my engagement.
IV · Interactive Q&A

The audience asked.

A structured summary of the operational and technical questions that came up live, with the answers given on stage.

Q.Is Claude Design a separate platform from standard Claude (Co-work / Code)?

Yes. Claude Design lives at claude.ai/design and operates independently of your standard Claude account. Crucially, it pulls from a separate bank of credits and tokens — which makes it remarkably cost-effective for heavy visual lifting, system planning, and decks.

Q.Is what we’re seeing right now in Claude Code or Co-work? Is it desktop or web-based?

Most of today’s demos run inside Claude Co-work, with Claude Design opened in the browser when we shift to visuals. Co-work runs locally and keeps your data on your machine; Design is web-based but tied to its own creative sandbox. They complement each other — pick the surface based on the kind of output you want.

Q.Why did Claude generate irrelevant or “wild” marketing assets when I connected my GitHub repository?

If your GitHub repo is private or its access is locked, Claude can’t actually read your brand code — but the model is still programmed to complete the task. So it hallucinates a brand and ships generic, chaotic designs. The fix: open the repository’s permissions to Claude, or paste your brand parameters directly into the prompt.

Q.What does it mean that a LinkedIn URL is “unprofessional,” and how do I fix it?

A default LinkedIn URL ends with a random string of numbers and letters — that’s the giveaway. Open Settings on your LinkedIn profile and customize the URL to something clean and memorable: your full name (/in/firstlast) or your primary skill (/in/realestateexpert). Thirty seconds of work, measurably better recall.

V · The LinkedIn Audit Formula

The same four failure points.

We ran live audits on volunteer profiles in the room. Across every single one — different industries, different career stages, different countries — Claude flagged the same four issues. If you do nothing else after this session, do these.

  1. Clean the custom URL.

    Strip the trailing numbers from your LinkedIn URL. Use your name or your primary skill. Memorable, brandable, and clearly intentional — the difference between an amateur profile and a professional one.

  2. Fill the Featured section.

    An empty Featured section is the single biggest conversion leak on LinkedIn. Pin your masterclasses, your booking link, your lead magnets, your best post. This is the part of the profile that turns a visitor into an action.

  3. Stop posting event reminders.

    “Join my webinar tomorrow!” posts kill algorithm engagement. The platform’s feed promotes narrative and thought-leadership, not promotional bursts. Build the audience with stories; convert them with the Featured section.

  4. Fix misaligned Top Skills.

    Most profiles still surface a degree or a job from a decade ago in the Top Skills slot. Edit ruthlessly. Your skills should match the offering you’re selling today, not the résumé you wrote in 2014.

VI · Core Lessons Learnt

The new operating model.

Four ideas to carry into next week. None of them are about code. All of them are about how you allocate your attention now that the doing is essentially free.

Act dumb on purpose.

The single biggest mistake in the room is over-engineering the prompt — rigid personas, dense system instructions, fake constraints. The most effective outputs come from plain, conversational, human language. If you’d say it that way to a smart colleague, that’s the prompt.

From execution to ideation.

The bottleneck used to be doing the work — four weeks of coding, hours in the slide editor, an afternoon scrubbing PDFs into a P&L. AI has compressed all of that to near-zero. Your real job is now imagining the architecture and describing what should exist. The ideas are the moat.

Use YouTube as a bridge to Gemini.

You can’t feed a two-gigabyte webinar into a context window directly. Upload the file privately to YouTube, hand the link to Gemini, and the size problem evaporates — you get a full transcript, time-stamped Q&A, and a blog-ready summary in under a minute.

Automate the prospect, not just the inbox.

Wire your website form to a Claude routine. The instant a lead submits, Claude looks up their LinkedIn, reads their interests, and drafts a hyper-personalized welcome — before you’ve seen the notification. You meet every prospect already knowing who they are.

VII · Appreciation & Community

With gratitude.

The energy in this second session was, if anything, louder than the first. Live LinkedIn audits, live laughter, and a quietly unanimous request to make this a recurring, bi-monthly thing. Thank you to everyone who showed up, raised a hand, and shared their profile in front of the room.

From the live chat
Mind blowing.
— Fedna Morency
Asking Claude to build a button to download your animations from Claude Design is such a hack — I was struggling just screen recording.
— Manny Awasom
This is very enlightening — thank you, Addie!
— Erik Byker
Excellent work!
— Lena Sells
Freedom looks like me driving to the airport for vacay. Lol.
— Fedna Morency
Claude might crash from pure disgust of my LinkedIn. I need to work on it.
— Manny Awasom
Thanks for being so generous!
— Lloyd Bailey
Definitely interested in the bi-monthly course.
— Fedna Morency
Another great session, Addie. Great work!
— Manny Awasom
Thank you for doing this live, Addie — thanks for another wonderful session!
— Leah Krebs & Yetunde Orimoloye
Special thanks to Erik Byker, Leah Krebs, Lena Sells, Fedna Morency, Anita A, Manny Awasom, Syleena Sturdifen, Lloyd Bailey, Yetunde Orimoloye, Aline Correia, Ebenezer Adekunle, Teteisha Pearson, Obinna Udokporo, Donatus Ehimhen, Joshua Akers, Sesan Omotosho, Paninga Muiliya, Jeremy Krebs, Leslie Awasom, and Derek Brown — and to the entire XSITE Capital community for showing up loud, asking the sharp questions, and volunteering profiles for the live tear-downs.