Create Your First AI Agent with Claude: Beginner's Guide

Data Science Basics | AI
671 views β€’

πŸ€– What if an AI agent could run your business mornings for you? In this video I build a real AI agent inside Claude for a small business: the Sunrise Bakery Morning Manager. No code needed. The agent reads the bakery's handbook, inventory, sales and weekly notes, writes a short morning report, flags waste and low stock, and prepares the supplier email as a Gmail DRAFT, so the owner always has the final say. Then I put it on a schedule so it runs by itself every morning. ───────────────────────────────────── πŸ”₯ WHAT YOU WILL LEARN ───────────────────────────────────── βœ… The difference between a chatbot and an AI agent βœ… The building blocks of every agent: brain, job description, tools, knowledge, skills, trigger and guardrails βœ… How to create a Claude Project as the home for your agent βœ… How to write clear agent instructions (the job description) βœ… How to add knowledge files: handbook, inventory, sales log and weekly notes βœ… How to connect Google Drive and Gmail to Claude βœ… How to test the tools in a chat before you trust them βœ… How to add and enable a custom skill (SKILL.md) for a repeatable report βœ… A real run: the agent finds waste, a stock shortage and drafts the supplier email βœ… Why "drafts only" is the most important guardrail βœ… How to schedule the agent to run every morning (Pro) πŸ’³ PLAN: Projects, connectors and skills work on the FREE plan (Free: up to 5 projects). Scheduled tasks need Pro or higher. ───────────────────────────────────── ⏱ CHAPTERS ───────────────────────────────────── 00:00 Welcome and Goal 00:57 Chatbot vs Agent 01:47 Agent Building Blocks 04:29 Bakery Workflow Example 05:44 Create a Claude Project 06:39 Write Agent Instructions 08:50 Upload Knowledge Files 10:55 Connect Drive and Gmail 12:41 Test Tools in Chat 14:46 Add and Enable Skills 18:17 Run Morning Report Demo 22:37 Review Draft Email Safety 23:45 Schedule Daily Trigger 28:16 Recap and Wrap Up ───────────────────────────────────── πŸ”— RESOURCES ───────────────────────────────────── β†— Claude β†’ https://claude.ai β†— Plans and pricing β†’ https://claude.com/pricing β†— What are projects? β†’ https://support.claude.com/en/articles/9517075-what-are-projects β†— Use connectors β†’ https://support.claude.com/en/articles/11176164-use-connectors-to-extend-claude-s-capabilities β†— What are skills? β†’ https://support.claude.com/en/articles/12512176-what-are-skills β†— How to create custom skills β†’ https://support.claude.com/en/articles/12512198-how-to-create-custom-skills β†— Schedule recurring tasks β†’ https://support.claude.com/en/articles/13854387-schedule-recurring-tasks-in-claude-cowork β†— Claude Cowork and chat are now one Claude β†’ https://claude.com/blog/cowork-is-now-claude β†— Claude 101 course (free) β†’ https://anthropic.skilljar.com/claude-101 β†— Demo files (handbook, inventory, sales log, weekly note, skill) β†’ https://github.com/sudarshan-koirala/claude-ai-agents-beginners --------------------------------------------------------------------- β˜• Buy me a Coffee: https://ko-fi.com/datasciencebasics ✌️Patreon: https://www.patreon.com/datasciencebasics ------------------------------------------------------------------------------------------ 🀝 Connect with me: πŸ“Ί Youtube: https://www.youtube.com/@datasciencebasics?sub_confirmation=1 πŸ‘” LinkedIn: https://www.linkedin.com/in/sudarshan-koirala/ 🐦 Twitter: https://twitter.com/mesudarshan πŸ”‰Medium: https://medium.com/@sudarshan-koirala πŸ’Ό Consulting: https://topmate.io/sudarshan_koirala #ClaudeAI #AIAgents #SmallBusiness #NoCode #AIAutomation #ClaudeSkills #Anthropic #datasciencebasics

Keyboard shortcuts

On. Switch them off if they collide with your assistive tools; ? still opens this sheet.

Go to

Press g then the letter.

  • gh Latest
  • gs Sources
  • gm Media
  • gv Videos
  • gp Podcasts
  • gc Calendar
  • gd Decoder
  • gz Dataviz
  • ga Datasets
  • gb Blog
  • gk Markets
  • gj Careers
  • gn Prompt Notebook

On this page

  • / Focus search, where there is one
  • t Back to top
  • ? This list
  • Esc Close