#524 – Claude AI For Amazon Sellers
Audio version above. Video version below
AI is no longer just a tool for writing quick prompts or brainstorming ideas. In this episode of the AM/PM Podcast, Bradley Sutton sits down with Andrew Bell and Zoe Lu to explore how Amazon sellers can use Claude to organize their business, simplify daily tasks, and create repeatable systems that save serious time. Bradley opens by sharing his own failed attempt at using Claude for a presentation, proving an important point: AI is only as good as the context, instructions, and structure you give it.
Andrew breaks down what makes Claude different from a basic chatbot experience. He explains how Claude Chat, Claude Co-Work, Claude Code, skills, sub-agents, and scheduled tasks can help sellers move from simple conversations to actual workflows. For Amazon sellers, this can mean pulling keyword data, organizing it into Excel, mapping search intent, building product truth cards, judging keyword relevance, and even using Claude to support listing optimization, PPC planning, and product research.
Zoe then brings the conversation back to a beginner-friendly level by explaining how sellers can get started. Her advice is to install the desktop app, use Claude Co-Work, create a “brain” folder with personal and business context, connect the tools you already use, and turn repeated tasks into projects, schedules, dashboards, or skills. From managing calendars and emails to organizing files, creating daily briefs, analyzing customer feedback, or preparing for meetings, Claude becomes more powerful when it understands your goals and connects with your workflow.
The biggest takeaway is that Amazon sellers do not need to become AI experts overnight, but they do need to start building AI into their operations. Claude can help reduce busywork, organize messy information, create smarter processes, and uncover insights faster when used correctly. For sellers who want to stay competitive, the opportunity is not just using AI once in a while, but building repeatable systems that help them work faster, think more clearly, and grow smarter.
(Timestamps) –
In episode 524 of the AM/PM Podcast, Bradley, Andrew, and Zoe discuss:
- 00:00 – Introduction
- 02:58 – Claude Vs. ChatGPT: What Amazon Sellers Should Know
- 04:33 – Claude Chat, Co-Work, And Code Explained
- 08:31 – Using Claude Skills Like Repeatable SOPs
- 12:49 – Turning Keyword Research Into Excel Workflows
- 16:18 – Product Truth Cards And Keyword Relevance Checks
- 19:02 – Helium 10 MCP And Faster AI Workflows
- 20:12 – Simple Life Automation Ideas With Claude
- 25:59 – Zoe’s Beginner Guide To Getting Started
- 29:02 – Building A “Brain” Folder For Better Outputs
- 35:23 – Tasks, Projects, Scheduled Agents, And Dashboards
- 42:31 – Q&A: Helium 10 Claude Connector, Agents, And Claude Workflows
Transcript
Bradley Sutton:
How to leverage Claude to organize your life and to double your output for your Amazon business. This and more on today’s episode. Hello everybody and welcome to the AM PM podcast. My name is Bradley Sutton and I’ll be your host. And this is the show where we discuss all things, Amazon, TikTok shop and Walmart private label and how to generate recurring revenue streams 24 hours a day during the AM and the PM. Hence the name of the show. Get it? AM/PM podcast. And as a matter of fact, Helium 10 recently had its 10 year anniversary dinner. And while I was with my teammates eating dinner, I was still making money online. How cool is that? Pretty cool I think.
Bradley Sutton:
All right, so guys, if you have not heard the word Claude, I’m not sure where you’re living because that’s pretty much what everybody’s talking about these days in the e-commerce world and just in the business world and even people with their personal life have been using it to take over. Now guys, me, I personally am not an expert too much with Claude. Matter of fact, here at Helium 10, all of us have access to Claude.
Bradley Sutton:
I’ve been using it sparingly. Tried to do a project this weekend where I had a PowerPoint presentation for something I’m doing in Korea. And I guess the template, they had sent me a template I was supposed to use, but I did it on my regular Helium 10 template. And so I was like, oh man, I don’t wanna have to redo all 35 slides in this new template. So I was like, let me try and make a prompt where I’m gonna upload my slideshow and then the template and tell them to redo my slides in this correct template. It was working on it for like 10, 15 minutes.
Bradley Sutton:
I was like, oh yeah, it’s gonna work, it’s gonna work. And it was just absolute garbage. What came out, it was like completely wrong. Did not do the template at all. I don’t know what the heck it was doing for 10 minutes, but it just shows that, hey, things are garbage in, garbage out. And it’s also about, hey, you can’t just expect AI to just magically get where you want it to get without really knowing how to use it.
Bradley Sutton:
And so what I wanted to do today is bring some people smarter than me on the show to talk about, hey, what can we as e-commerce entrepreneurs, especially Amazon sellers, how can we leverage Claude with Helium 10? How can we leverage Claude to manage other aspects of our Amazon business? How can we have Claude manage aspects of our daily life or our business journey?
Bradley Sutton:
It has nothing to do with Amazon. We’re gonna talk about that and more today. So the first one I’m gonna bring on the show is Andrew, who is no stranger to the AM/PM podcasts. As a matter of fact, you guys might have heard one of his journeys if you haven’t seen it yet. He was our recent guest for the first time on the Serious Sellers podcast where we talk about his seller journey. But he comes here on the AMPM podcast for educational reasons to help us all with AI. So Andrew, welcome back to the show. How’s it going?
Andrew Bell:
Yeah, good. Good to be here.
Bradley Sutton:
Now, before we hop into it, can you just talk about Claude? Like what it is, what it isn’t? What’s the difference between Claude and ChatGPT? Things like that for people who might be just for the first time hearing about Claude and wouldn’t know Claude from Claudine.
Andrew Bell:
Yeah. Well, ChatGPT and Claude are, I would say pretty much the same thing in terms of what it does, right? They’re LLMs, they are models that someone’s can put a natural language prompt in and you’ll have natural language output. And of course, like you said, it’s garbage in, garbage out. So whether you’re using ChatGPT or whether you’re using Claude, the input that you give it, that is the prompt that you give it makes all the difference in what output that you get, what kind of document you get, what kind of presentation you get, what kind of recommendations for keywords that you get, how you write a listing, things like that. And so the thing about Claude, the way it’s made such headway is because it can do some things that ChatGPT actually can’t right now as far as like what users are able to have access to.
Andrew Bell:
Claude has the ability to provide and launch agents across workspaces to where, okay, if I need something grabbed from my Google Drive, it can actually go in and add it, but then also continue to add it to my Mac files too, and it can work locally on your Mac. And so today I kind of want to explain here like what Claude Chat is, Claude Cowork and Claude Code, because there are three different things within Claude. First and foremost, I would encourage you to get the Claude app whether on desktop, it’s available for either if you have a Microsoft computer or if you have a MacBook computer, you would be able to download the app.
Andrew Bell:
Once you do, I would definitely recommend using the paid. You will not get much out of the free version, especially when it comes to the things that we’re hearing that Claude can do, right? And that’s why you’re here because you’ve heard the name Claude, you’re like, okay, what’s this new up and coming AI that seems like every Amazon seller is getting on board using, and rightfully so with the abilities that it has. So what Chat is at the most basic level, it’s a normal conversation experience that here you type, Claude responds, and you go back and forth with it in that way. It’s a way that you can brainstorm, right? It’s great for initial research, but it’s not necessarily good if you wanna like, heck it’s really overwhelming when you have multiple chats to go through and you’re like, oh, what was that one thing that I need to implement and put it into an SOP and another document, right?
Andrew Bell:
Somewhere else, and then follow that to a team. Whereas like when you have, you go beyond chat to Claude co-work, it’s more like giving Claude a task to complete. So instead of only answering questions and doing their research and writing, it will actually help you through multi-step projects, especially with files, documents, folders, and research, and you can do it right there locally on your MacBook. So I encourage when you get that, that you put on work locally instead of working on the cloud. That actually does make it more secure, but I also encourage if you go to settings to make sure to go to privacy, and you’ll see a little toggle called help improve Claude, and to make sure that’s off. Right now, of course, I’ve turned mine off.
Andrew Bell:
So make sure to toggle that off, because when you do, that means you’re not allowing the use of your chats and coding sessions to train or improve Anthropic AI models. Anthropic, of course, is the company behind Claude, just like ChatGBT has OpenAI. So if that makes sense with chat, I’d like to go to co-work, and I told you about how it can create different tasks. But one thing I did here is you can create certain projects. So for example, I was dealing with something where I had read 20 different PDFs, and I had made lots of notes on them, and it was about agentic commerce. But I’m like, you know what?
Andrew Bell:
What if I’m able to outsource this and actually upload all the PDFs into a folder that I can then work from? So you can see right here, where it says agentic shopping, academic papers. This is on my Mac where I have them all uploaded there. Or you can see off to the right, you can see, okay, I have a shopping app for it. And then here you can see all the PDFs that it has uploaded. And so one thing I always wanna track is I wanna track, okay, I continually put new documents into my Google Drive. And as I do, I want AI to go on a daily basis and grab those papers and actually explain it. And so that’s exactly what this is for. This is a schedule, a Google Drive briefing, where it says, it’ll summarize for me a distinct paper of the day from my Google Drive.
Andrew Bell:
It’s a very simple task. I have it run daily. It’s gonna run at 9 a.m. And I’m gonna keep my MacBook open overnight, actually. MacBooks have the power to do that, but I’m sure Microsoft computers do as well. This is not a diss to Microsoft computers. So we’re gonna look at a couple of examples of how cowork can actually help you with product research, if you’re researching, for example, for a new product, and then also how it can help you with keywords. And in fact, I built distinct skills for that to happen. And before I go into these, I wanna explain what a skill is. So you go in, you go to Customize, you can go to Skills, and you’re basically teaching it an SOP of what you want it to do.
Andrew Bell:
So for example, I’m gonna give you one like this. It’s called intent mapping. Basically, what I want it to do is take a product truth card that anchors every downstream decision into a factual description, right? But I need it to do so with reference documents that knows what failure modes look like, what the framework look like, what are the intent types. So it’s always referenced these documents while you’re using it. Then within that, it has sub-agents. So each of these sub-agents are able to pull together information that then at the end will give me what intent types for a particular keyword that you’re going to have. That might be a lot more complicated, but basically templates is an opportunity to show them the brief structure that you want, right? This is what I want the output to be, right?
Andrew Bell:
Are these two. These are the documents and knowledge I want it to use. So what I’m showing is four different things. So first you have the overall master prompt that’s called intent mapping. So what the skill does is it’s for Amazon listing optimization. It classifies a seller’s keyword set into six intent types, specification, generalization, equivalent, substitution, compliment, and irrelevant. That model shopper journeys across types and gives a journey score. So in order to perform this, I need certain knowledge, right? That Claude could otherwise not provide, right?
Andrew Bell:
So normal Claude, if you’re messaging and you’re trying to do this, it wouldn’t have these documents put together through research. So I have these reference documents here. One that talks about failure modes is loaded. So if a listing fails a journey when it cannot hold relevance across one or more of the intent transitions. And then you have one where it’s like, okay, the framework. This is the complete reference for intent mapping of what we call the intent hexagon for Amazon listing optimization. And then there’s intent types. So it needs to know the types of intent as well in more depth. I gave the general reference of what they were, especially in the skill MD, which the skill MD is, again, the master prompt telling you everything you need to know about what’s going to happen with the skill.
Andrew Bell:
It’s the direction you’re going to take it. And it’s like, when you do multiple chats with Claude, you’re going to find that you always get a better answer. Just like with chat GBT, you notice that not just one chat held, but having multiple chats. And that’s kind of how sub-agents work, where at once agents will go in to different parts, let’s say of your keyword document, depending on how big it is. And it’ll look at the document based on the prompts that they’re given. So for example, a classifier prompt is a subject, is a sub-agent for the intent mapping skill. So its job is to take a seller’s keyword research export and sort every working keyword into one of the six intent types. And then the next one, sub-agent two, is a journey modeler. That is, it’s a sub-agent for intent mapping skill.
Andrew Bell:
The job is to take a classified keyword set and then build three to five specific shopping journeys that show how a real shopper’s likely to move through a product’s keyword space across a given session. So those are examples of different sub-agents within the one big master prompt. It’ll run it all at once too. You upload your keyword document and it’ll run this all at once. So that’s an example of what a skill is. And so I built a skill for you guys, three of them actually, and I’m gonna show you two of them. One of them is what I call a Cerebro Plus Magnet to Excel. And so what it does is it’ll bring up this visual here. And just like you see on Cerebro Magnet, you have the opportunity to add an ASIN here.
Andrew Bell:
You have filters. So I just went with 500 search volume here. And then what it’ll do, once you hit run Cerebro export, it’ll, with those settings, use the ASIN, the correct marketplace, the path that it wants to go, and then the keyword count. Let’s say we did top 100. Then the filters are minimum of 500 search volume and then keyword sales, minimum of one. Once it do that, it goes through all sorts of tools. It create tasks. So it’s saying, okay, I need a keyword. I need to open Cerebro and Helium 10. I need to enter an ASIN and apply those filters. Then I need to sort, select, save to the folder and export. And then from there, I got to scrape the grid, build Excel and present a file.
Andrew Bell:
And so you could be like at lunch, you could be sleeping at night and this is what you can have it do for you. And you can even schedule tasks to be able to do that as well. So that like every day it’s running this at a certain time if you keep your computer open, let’s say overnight, that’s something that you’re okay with doing. Or you can do just like while you’re at lunch or while you’re working, it can work too. It won’t stop working there. So in this case, it actually loaded from my history because it knew that I’ve done this.
Andrew Bell:
So it says no credit burned. I’ve made this token efficient. If you don’t know what tokens are, tokens are how basically large language models count and they don’t count necessarily in words, they count in tokens. And so you get a certain amount of tokens. And in this case, Claude gives you what’s called usage. And the reason a paid account is necessary is because the free account, you just eat up your usage right away. It’s not even worth it. I personally pay for the $100 account, but even with the $30 account, you can definitely get several of these in. The session usually lasts five hours of usage time.
Andrew Bell:
And then it’ll limit you to that. And then after another five hours, you’ll be able to do more. And I think to get your feet wet, especially in Claude, that’s okay to do before you buy the $100 plan, make sure you really love it with the $30 plan too. So once it’s loaded that from history, you’ll have 160 keywords loaded. It goes through its whole thing. It’s actually going to the browser, Claude and Chrome, which if you don’t have that set up, you will need to have that set up. And then it delivered all the keywords here into a spreadsheet from which you can work now. So I did Tiffany style lamps, and it gives me the rows, the keyword phrases, the keyword sales, the cerebral IQ score, the search volume, search volume trend, suggested PPC bid, all of this data now here that you can work with. And then after it does that, you have several questions that’ll bring it up.
Andrew Bell:
Do I want to rewrite the listing, build a PPC campaign, run intent mapping, generate backend search terms, whatever it might be. And then what I had to do is go through a what I call product truth card. This is something else, another skill that you’re going to get is you’ll be able to put your ASIN in, and it’ll actually scrape Amazon, take every attribute, title, bullet points, A plus content, everything you think of, and put it into a document for you. And this document will serve as the rule of law, if you will, for how it judges keywords and how accurate they are. So when you say, hey, I need you to tell me which ones are most relevant, it’ll do so against the product truth card, which is the rule of law. And so here, when I click this, you can see the keyword relevance judgments, is what I call it.
Andrew Bell:
So you can see the verdict. So you ask, so Tiffany style lamps, are they relevant? Yes, of course. Core descriptor is literally Tiffany style, confirmed in title and product identity. You go through these, all relevant, but then Tiffany touch lamp, touch control not listed, switches push button or on cord, no touch functionality confirmed. Now, this is an important point to bring up here with Tiffany touch lamp, because touch is usually something that people see as a big benefit. So it’d be easy to wanna put it there, but it’s just not true to your product. So imagine just blindly putting that in there, or any of these keywords in here. Imagine just saying Tiffany lamp shades, when by the way, it’s a replacement shade, it’s a different product.
Andrew Bell:
Listing sells a complete lamp shade, it’s not a shade alone. Antique Tiffany lamps, why do we wanna be careful? Is because antique is a claim that’s usually associated with like, something at least over a hundred years old, I believe. So antique, sometimes you can get in trouble for. But you can see here, Tiffany lamp shade replacement. But if you were just to use regular Claude, it would use something like that. So you can see here, like it classifies and gives a reason for why each of these is relevant, it’s conditional, it’s irrelevant. And so you can see here how like valuable, I believe that is. And then it also references the truth card anchor of why each one was either relevant or irrelevant too. It’s referencing back to the document, based on the reasons. And so on the basis of this, you can rewrite your listing.
Bradley Sutton:
So it’s not just like having a full list of keywords, which is valuable in itself, but allows you to kind of like prioritize and understand the relevancy of individual ones. So is this something that you’re gonna be able to share in the comments for people to use, to be able to, they can export their name to keywords?
Andrew Bell:
Yep, this is a skill you’ll be able to use. And one thing you’ll notice too, it takes about 10 to 15 minutes to actually go through this. We are releasing, I don’t know if I’m allowed to say this, I know Zoe did, but we’re releasing the MCP, right? This just goes to show how important, how much faster the MCP is going to be to interact with Claude. And so we have that to look forward to. So you’ll get kind of like a dip of what it’s like to use AI right within the platform in an Excel sheet that you don’t have to separately go to, right? And you can export it as an Excel document or in your Google Drive as well. So if you click up here, you can see that you can do Google Drive transfer or you can just do Microsoft Excel, that’s up to you. It works in different workspaces, which means Bradley, your Microsoft, it’ll be perfect for you because you use Excel, right?
Bradley Sutton:
What’s something not Amazon related, not Helium 10 related, that can be an easy win for people just trying to manage their life out there? How can Claude simplify their life, something simple they can do?
Andrew Bell:
Yeah, I mean, one thing you can do is build a complete list of like, for example, recipes. So like, for example, every day I want you to give me a, by the way, if you misspell something, Claude already knows, makes not going back have to dispel something. It’s much easier. So every day I want you to give me a recipe. I am vegan. That’s not true, but let’s see. So what it’s gonna do, it’s gonna eventually like, it’s gonna come up with different recipes related to your vegan. It might come and ask me a couple of questions back, but if it doesn’t, it’ll set up a task here. So it’s loading its tools currently. It’s selecting an MCP here called scheduled tasks. So it’s creating now a scheduled task for us. That way we’ll have, so you see request made, schedule, yep, schedule.
Andrew Bell:
And so now at 8 a.m. every day, you’ll get a vegan recipe and it already generates the instructions for you too. So each day pick a different cuisine or style, Italian, Mexican, Asian, Middle Eastern, whatever it might be. And every day at 8 a.m. it’ll send you a recipe. Or if you wanna set up a new task, it’s really easy too to do it right from co-work as well, because you don’t have to worry about the idea of like, I have to ask this every day. It’s something that is automatically delivered and then you can set up your notifications too to make sure and get that. And then one thing you can do as well is you can connect to different places.
Andrew Bell:
So if you wanna add something from your Google Drive, your Miro, this is something I build when I build apps. It’ll actually create code and then go and build the app for me. You can ask it from things like that, but you can also go to different connectors that you want. And if you wanna add another one, you can browse the connectors and you can see, for example, okay, Google Calendar, that’s pretty cool. I wanna try Google Calendar. You can connect to that. Or you could do, if you like Canva, you can create designs with Canva. If you wanna do Figma, you can do Figma. Slack, I know a lot of people like to send messages and create things in Slack and they’ll tell you everything from Slack.
Andrew Bell:
Of course, you have to get permission from your employer, which I think is becoming more and more a thing. But also if you’re an Amazon seller here, you’re probably your own entrepreneur, so you can do whatever you want. You get to decide whatever you wanna do.
Bradley Sutton:
Are there any other skills that you’ll drop down there as well?
Andrew Bell:
Yeah, product research app as well. Product research scope here, where basically it’ll build, I said, metal wall art, 3D decor. I wanna know what the market’s like. And it’ll build you this. It’ll go through all the research, real places. It’ll show you the market demand. So he says, okay, global wall art is 66.9 billion. That’s up 2025. Market growing to 145.5 billion by 2034. And then it’ll give you, okay, here’s our specific gaps. Specific 3D only subsection or subsegment. Sizing is not isolated in published reports.
Andrew Bell:
Then it says China domestic demand data sparse. So it’ll be very honest with you too upfront. Give you the top sources. Then it’ll give you the competitive landscape, customer pain points, pricing, unit economics, channel strategy, consumer sentiment, feature landscape, trends, macro and micro, regulatory and compliance, influencer and community, which by the way, this will allow you to like dig in deeper in influencer and community too if you wanna look at influencers. But I highly recommend Helium 10s, which is I believe far more sophisticated. But using AI like this, it gets your feet wet. But once you’re able to connect it with Helium 10 data and research, it just is infinitely more powerful.
Bradley Sutton:
We have somebody here at Helium 10 who was not a social media influencer, but thanks to Claude was able to get 50,000 followers and millions of views in just a matter of weeks. And she’s gonna present about how she did it, but we’re gonna take a step back and just have like an overview, like a dummy’s guide to what Claude is. Now we fast forwarded it all the way to the end just to show you like the advanced level that we can get to. We’re gonna take things back in a little bit and show you how we got there. But for those who don’t know exactly what Claude is, let’s bring on Zoe, who now is one of the world’s most known influencers about Claude. How’s it going, Zoe?
Zoe Lu:
It is going well. How are you doing, Bradley?
Bradley Sutton:
Doing just delightful. I told you weren’t on here, but I had told them how I was like, hey, there’s me and then there’s like Andrew’s level. And there’s probably everybody’s in between. Me, I tried to do something this weekend where I tried to do a PowerPoint presentation and completely failed because I did not have the right inputs. And now you go on the other side of the equation. Andrew has all of these skills already done where he just hits a couple buttons and it’s all done.
Bradley Sutton:
But for most of us, we’re gonna fall somewhere in the middle where it’s like, hey, we can’t get to Andrew’s level without getting some of his skills, but where can we start with? And so that’s where I want to bring you on because maybe two months ago, I’m just assuming, maybe you weren’t doing anything in Claude. You’re like most of our audience. And so how did you get started and walk them through some of the cool things that you’ve kind of transformed your life?
Zoe Lu:
Yeah, so let’s take a step back to take a step forward. Let’s talk about what is the point of Claude and how does Claude help us? So at the end of the day, what Claude is doing is it is taking everything that you input and trying to get to the final output. But at the end of the day, we need to ask ourselves why. And if I’m looking at these comments here in the search bar, seems like people are trying to rank higher on Amazon. It seems like people are trying to do more tasks in a shorter period of time. It seems like people are trying to do keyword research, product research. So we’re kind of getting to questions that get folks to the end goal. And like, this is where we need to start is how do we get set up so we can actually do what we’re trying to do?
Zoe Lu:
So I think that maybe we back up. We talk about how do you get set up on Claude? And then we can talk about how do you use Claude for some basic tasks? And then we can jump into some of these comments. And Bradley, we could also jointly discuss how we can do this. How do we actually solve for their Amazon problems using Claude? I think that’s kind of the end goal here, right? So what do we need to get Claude working like you? The first thing is we need to make Claude understand you and your goals. Claude needs to basically recreate your brain, as crazy as that sounds. And the way we’re gonna do this is through building files. And we’re gonna simplify this completely.
Zoe Lu:
Me as a person, I have a file on the desktop of my computer. I just named it Claude work, that’s it. It’s just a folder of files. In that folder of files, I have added a bunch of information about myself. So you could actually go into Claude. So if you go into Claude, you click co-work, you’re gonna see in the bottom right-hand corner, it’s a little small here. You’re gonna see the ability to choose a file or a folder. So you’re gonna choose that folder you just made. And now Claude is able to access that folder of information in any tasks that it’s doing.
Zoe Lu:
So in that folder, you’re gonna wanna put information about who you are, what your goals are, what’s your title, how do you talk? You could even talk to Claude. You can use that little microphone button and you can talk to Claude to give it some context on who you are. The reason for this is beyond everything you guys do on e-commerce, it needs to understand who you are, who you operate, and then start adding in information about your Amazon store, your Shopify store. What are you selling? Why are you selling it? What’s the history of it? So first we’re building out the brain. One thing, one cheat code to doing this is you can actually ask Claude to interview you.
Zoe Lu:
If you’re like, I don’t know what to put in my brain file. Like, how do I build a brain? What is a brain? You can ask Claude, say, make a folder for me on my desktop and ask me a bunch of questions to build out my brain. And it will do this. It will say, okay, what’s your name? Do you have any kids? What are you selling? Why are you selling it? How much are you selling it for? It’s gonna ask you a million questions. I, again, I love using that microphone because I just word vomit. I talk to Claude. I will go on a walk and I will talk to Claude for 45 minutes and it will build this brain. So that’s step one, build the brain.
Zoe Lu:
And every time you use Claude Cowork, again, it has to be in Cowork, not in Claude Chat. In Cowork, you’re gonna set your brain as the folder that it’s going off of. So any answer it gives you is based off of that folder, that brain of context, okay? So that’s step one. Now, if you’re on ChatGPT, one of the hacks that you can do, you actually see this in Claude’s settings, is you can ask ChatGPT, create my brain files. We call them .md files. It basically means markdown files. It’s just a file type link. It’s not that complicated. It’s just a bunch of words. You can ask ChatGPT to build your brain file and then you just upload it to Claude. And you say, Claude, this is my brain.
Zoe Lu:
This is all the context. Now you can use it. If you had that on ChatGPT, that’s the migration path. Is having all files saved on desktop mean that I own the learning for Claude? Okay, that’s a great question. So the piece around, is your documents actually training your Claude? The answer is yes. Your brain is training what your Claude is going to say to you. It’s the base context for it. So step one, you built the brain. Step two is you need to connect all the tools that you use because that’s what makes Claude actually able to do things. Like right now, Claude can give you copy.
Zoe Lu:
It can make a presentation for you. It can do all the things within Claude Co-Work, but that is not enough. We want Claude to send emails for us. We want Claude to make JIRA tasks for us, get our Zoom transcripts without us asking. We want Claude to do everything for us within the tools that we work within. So if you guys go into Customize, you’ll see it on the left-hand menu, go into Customize, you’re gonna see a little tab that says Connectors. Now I showed a small screenshot, too small of a screenshot of the directory of tools and customized connectors they have within Claude. So you’re gonna wanna connect all your tools. Personally, I am using my Gmail connector every day, my Google Calendar, my Outlook.
Zoe Lu:
I’m using Notion. So if you guys use Notion for notes, that’s your entire backend. You wanna use Notion, you wanna use all your apps. If you’re working with technology, you may be using JIRA, but you wanna connect everything to your Claude because this is gonna feed it all the information to build things and get the job done. So once you’ve done Connectors, you’ve added all your Connectors, I’ll tell you guys a hot tip. They’ve been releasing some new, really cool Connectors for your personal life. So a couple of them that I was actually playing around with this weekend, Instacart. Like if you tell Claude what you wanna make for dinner, you can go have Instacart do the delivery. Trip Advisor, if you wanna research a trip or if you’re going on a business trip, it will give you all the context on where you should stay, when it’s the cheapest, everything like that.
Zoe Lu:
So again, Connectors are everything. Your Claude is not very useful until you have Connectors. Now, what can you actually do? So at this point, what we’ve done, we’ve built the brain, we have the Connectors. Now, what do you do? You are going to get it to do a task, either one time or over and over and over again. Those are your options. When someone says an agent, effectively all that they’re saying is, someone did a thing for me, either one time or lots of times and they did it in an intelligent way. That’s all an agent is.
Zoe Lu:
So Claude produces some features that help with that, that make it a little bit easier. So I just wanna make sure you guys understand what’s happening in the left-hand menu within Claude Co-Work. So first, if you click on New Task within Claude Co-Work, this is when you can start to ask it something to do a new task. Book me a trip, make me a presentation on how I can sell more on Amazon, create my Amazon listing. The task is where you’re asking it to do something one time. That’s how you’re gonna use tasks. And remember, you wanna provide as much context as possible with tasks. So use that microphone and talk to it and give it extra context where you can. So that’s a task ad hoc, you’re doing something.
Zoe Lu:
A project is where you can actually store little brains. So we built that base brain, right? We built it on our computer, but a project is where you can separate it into projects. So for me, I can have a project that’s called project management of my home life. So it’s everything related to my home life. It talks about what I eat for dinner. It talks about how I’m gonna set up my kid’s schedule, the reports from the school, the forms I need to fill out. So that’s one project, it’s my home life. Another project can be a business I have. So maybe it’s one of my products, multiple of my products, my Amazon business entirely, but then you have a project that’s around your business. You add all the files, you store everything in that project around your business. So anytime you click on that project and you start a new chat, it already knows everything about your business and it knows you came there to talk about your business.
Zoe Lu:
The next that you’re gonna see is scheduled. Scheduled is very cool. We talked about making a task happen one time, but what if you want that task to happen all the time? This is where you go to scheduled. You’re building a scheduled task. So let’s say every day at 7 a.m., I want Claude to send me my daily brief. I want it to take my information from Gmail, from Slack, from the news, and I want it to consolidate it into a daily brief. You would use scheduled to say every day, send me, maybe send it on Slack, send it in Claude, wherever you need it to send it to you, send me that daily brief. You could also have it automatically parse through your emails, draft new emails, look at your analytics, analyze the customer feedback you got on an Amazon listing.
Zoe Lu:
It could do anything you want it to do on any cadence you want. Once a day, once a month, once a year, whatever you want. That is scheduled. It is turning something into a repeatable function. It is creating your agent that works every day. Live artifacts. Yes, Chief of Staff is another great one. Live artifacts is a new feature that was just released by Claude, I gotta say like four weeks ago now. It is where you can build dashboards and interactive dashboards. So you don’t need to host anything on a website that’s all very complicated. If you go into live artifacts, there’s actually gonna be some preset templates that you can even play with. It’ll be like build an email triage and it will help you triage your email.
Zoe Lu:
Build a dashboard about how my products are doing. So going into artifacts is where you’re gonna wanna build dashboards. You’re gonna wanna build helpful live views of whatever information that’s coming from those connectors. So it will populate it all and it will bring it all together because if you’re anything like me, you’re using a million apps. And then you have to go to all those apps to get information. The beautiful part of live artifacts takes all the key information, all the info you care about from all those connectors and puts it into a single dashboard or multiple dashboards, as many dashboards as you want. So that is live dashboards. The final piece I want to touch on that falls within the customize menu are skills. And this is what Andrew was talking about.
Zoe Lu:
What I will tell you is a skill is you are telling instructions to Claude. If you do anything more than three times, that’s usually when you wanna create a skill on it. So you’re giving Claude instructions and then you tell it to build a skill because then it already has those instructions. So you just don’t need to ask it to do it the same way again. That’s all a skill is, is just instructions on how to do the task. And then it can do it again and again and again for you.
Zoe Lu:
That is really it for getting started. I spend a lot of time talking about all the use cases, whether it’s parenting, running a business, everything under the sun and how Claude can help you do it more effectively. If you follow me on Instagram or TikTok, it’s lead with Zoe. I have tons and tons of videos on how it could help you. This morning I posted a video on how it could help with meal prep, but really it comes back to these fundamentals. You gotta get this set up. Make sure you have the mobile app. I’m constantly using this mobile app and you’re good to go.
Bradley Sutton:
I wanna ask, first of all, Andrew, what is the biggest unlock for you that you have used for Claude? Like something you could never have imagined doing before as it relates to your Amazon business or just daily life. Like just one thing where it’s like night and day difference. I already know what Zoe’s answer is probably gonna be, but I wanna ask yours first.
Andrew Bell:
Honestly, I have a chaos of screenshots. I probably have, no joke, four or 5,000 screenshots just sitting on my MacBook. And so overnight I asked Claude, I said, hey, can you please organize these into files and name them? And I knew it was gonna take a long, long time. I’m like, oh, I’m gonna run out of credits, whatever. And I did, and by the morning I woke up and it was all organized. It was the most beautiful thing in the world. This is a task I’ve been wanting to do for like four years probably, is organize my screenshots. But I’ve kind of thought to myself, it’s all kind of futile.
Andrew Bell:
I don’t see the point because I can’t do that. Claude was able to do that. And by theme, he would look at each screenshot and be able to put it in the right folder. So I have tons of screenshots of Rufus answers, for example. And so they would put that all in one screen, but not only just that in one folder, it’d be a folder within a folder where it would say, hey, these are ones where Rufus gives answers that don’t have products listed. Hey, here’s one that has a product listed, all those types of things. That was probably the greatest thing I could do for me, like actually works on my Mac.
Zoe Lu:
Hard to pick one, probably managing my calendar. Bradley, you know how whack my calendar is between my home life and my work life. Having a place to manage it effectively has been huge.
Bradley Sutton:
Okay. We’ve got a question here. Here’s one for Zoe, something coming. Are we able to set up a connection to have Claude pull reports from Helium 10? So obviously what Andrew was doing was what, Zoe? Like that wasn’t, he wasn’t directly connected via MCP.
Zoe Lu:
Yeah, so let’s describe the workaround. The real solution is the Helium 10 MCP, which an MCP is ultimately like an API connection. We just package it up for you so you can easily use it. It’s coming guys. Like this is the thing I am most excited about on the roadmap and I’m not one to shy away from sharing information. This is going to transform the way you do business. If you can set up your own dashboards and automations all based off Helium 10 data, imagine how much more effective you’re gonna be.
Bradley Sutton:
Do you use agents for making processes automatic? If so, can you recommend your best agents?
Zoe Lu:
So let’s talk about the definition of agents because it’s really blowing up. This term is really blowing up right now. An agent is just something that does something and you can set it on a repeating schedule. So if you go into chat GPT, they brand it as agents. But if you go into Claude, really all it is is a scheduled task that’s repeating. That ultimately is an agent. So the best agents are solving whatever problems you have. I’m currently building an agent on my other computer that does all my accounting for me, right? I upload a bunch of screenshots of all my receipts. It does the categorizations and puts it into QuickBooks. That’s what I’m calling my accounting agent. But it’s whatever task that is most time consuming and lucrative for you.
Bradley Sutton:
So are you planning a Helium 10 connector?
Zoe Lu:
I think we already teased this, but yes, that’s in the pipe and it’s gonna be transformative.
Bradley Sutton:
Andrew, do you recommend using Opus for seven most of the time?
Andrew Bell:
Yes, absolutely. With adaptive thinking, make sure you turn on adaptive thinking. Opus 4.6 was great with extended thinking. I wish they would allow that for 4.7, but they’re wanting the agents to think more for themselves, which makes prompting a little less important, but still very important. So be very, very clear with Claude and when creating your skills too. Someone had mentioned real quick something regarding sub-agents, which I wanted to show that here in a skill, where like, for example, I built one called intent mapping for Amazon Keywords. And so you have your reference files, but then you have your sub-agents too. And so these are all the sub-agents it uses. It uses a truth card builder, classifier, score, synthesizer, and then you can have templates too as well, of like, hey, this is how you want it made, right? So that’s an example of you can use reference files and sub-agents within your skill.
Bradley Sutton:
Zoe and Andrew, thank you so much for coming on and thank you guys. I know some of this stuff can be overwhelming. It was overwhelming for me when I first get into it, but it’s not something we can ignore. This is something that if you are going to continue to be competitive in the Amazon or e-commerce space, you are having to leverage Claude and other AIs in your daily task, your operational task, your Helium 10 tasks, et cetera, or else guys, you are going to fall behind. And so that’s what Helium 10 is here to do, not just to help you with the data part, which is obviously our biggest help, but hey, we want to give you the education you need. So if you’re a beginner in this, you’re going to be able to ramp up and find different ways that this can help you. So we’ll see you guys all next time. Bye now.
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