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Welcome to Clief Notes. Here's where to start.
1. Go check out 📚Navigating The Course to see how to get around and what's here. 2. Start with The Foundation. Concepts, folder architecture, prompting framework. Everything else builds on this. 3. Check in at the bottom of each lesson. Polls, discussion posts, other members working through the same stuff. Use them. 4. When you're ready to build real things join in on our Biweekly competitions and win some real cash. ⭐ Competitions Mega Thread 5. If you are wanting to dive into the masterminds, grab all the past templates, artifacts and resources. Upgrade and head into the The Vault for Premium and The Drawing Room (VIP) for VIP 6. Post your work. Ask questions. Help others when you can. What are you here to build?
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📢 Recordings of Tea Masterminds are live: The Second Brain
🧠 This round was about what a second brain actually is: a context layer you and your AI both read, not a notes app. The Afternoon Tea is the teaching. The High Tea is the room putting it to work on scale, memory, trust, and security. Here is what I want you to understand about these drops, because it is the whole point of being in here. While the videos are valuable and being able to sit and answer your questions is a big reason for them that's not the only value they hold. 📄 Every drop is a set of working files. Markdown built to be used and reused. Each one ends with the exact data to give your AI for your own situation. This round also ships a starter folder you can open, run the self-audit on, and walk away with the skeleton of your own second brain in a sitting. 🤖 I build them expecting you to feed them to your AI. That is the design. Hand a whole round to Claude in a few minutes, whether or not you made it live. The room's thinking is in the files, so you lose almost nothing by catching it later. 🔄 They adapt. A prompt pack is frozen. These are meant to be reshaped: update the context, swap in your own work, bend the templates to your process. And they grow on my side too, as we learn together in these calls. The call is dialogue. The package is that dialogue, crystallized into something you can run. Next round builds on this one. ☕ Afternoon Tea 6 →Afternoon Tea 6 (Second Brain Chat) 🫖 High Tea 10 → High Tea 10 (Second Brain Deep Dive) 🧭 How you should use these: 🔹 Show up live when you can. Your questions shape the next drop. 🔹 When you can't, rewatch, or drop the files into your AI and run the prompt at the bottom. 🔹 Open the starter folder and build your own version. Rename it to your work. It is yours to keep. 📚 A mastermind ends when the call ends. What you get here keeps working after: a structured version of your own thinking (and some of my own thinking!) that improves every round. In my opinion that is worth more than the hour in the room. (or three as some of you stick around in these calls to chat)
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Ai before ChatGPT: The Interview.
In this interview I sit down with Matt from NLP Logix. He's been working in the AI space longer than most people have been working in general. We dive into what changed and what is it going to be important about the future. This is a three part series, I will be posting another two videos from another two experts in mathematics and Engineering! Please like and comment on YouTube if you have time as well!
🏆 HOW COMPETITIONS WORK FROM NOW ON 🏆
Quick update on the competition schedule so everyone knows what to expect. 📅 NEW CADENCE: TWICE A MONTH We're dropping comps on the 15th and the 30th of every month. Two chances to compete, every month, on a set schedule you can plan around. ✍️ WHY THIS SCHEDULE Spacing them out this way means we can give tailored feedback on every single submission. Not just the winners. Everyone who enters gets notes on what worked, where it's weak, and what to do next. 🎁 WHAT WINNERS GET Along with the prize, every winner gets a 15-minute one-on-one with Jake. Use it to talk through your build, ask questions, or bring whatever else is on your mind. Two comps a month. Feedback on every entry. Direct time with Jake for the winners. Mark your calendar for the 15th and let's get to work!
How do I automate my mortgage business workflows?
I set up the ICM folder system, and I think I did it correctly. My main goal is to automate the admin work I hate doing. Some of the tools I use require brokerage compliance approval before I can get API access, so I’m working through that part now. That said, I’ve seen Codex/Claude open browsers, use apps, and complete real tasks without direct API access. I’m not sure if that is the right approach for my setup, because it seems like it burns through a lot of tokens. I also don’t know if that’s because of how I set up my ICM folder system or if that’s just expected. I’m trying to get clarity on how to actually start automating my admin work. Should I be creating skills, workflows, tasks, or something else? I don’t really understand the difference between them yet, and I want to make sure I’m building this the right way instead of wasting time in the wrong direction.
How do I automate my mortgage business workflows?
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