Part 2 of 4 | Build and test your first AI job

Imagine you're about to hand your client-call recaps to AI.

You give it a transcript and ask for a summary.

Without an example or a clear explanation of what you want, AI has to work out how much detail to include and what belongs in the client version.

Reaction GIF illustrating AI having to wing a task without a clear example.

Since the AI has less guidance, the draft might have some mistakes in its output.

  • It could bury the decisions in paragraphs of discussion.

  • It could turn a tentative date into a commitment.

  • It could include the pricing comment you meant to keep private.

So you end up taking more time correcting the output.

Reaction GIF illustrating time spent waiting and correcting an unclear AI result.

You end up rearranging the recap, checking promises against the transcript, and explaining what to leave out.

The writing is done, but you're still working out how to make it usable.

But having the example in front of you makes it easier to point out what works.

Reaction GIF reinforcing that an approved example makes it easier to show AI what works.

You open one output you approved to show it what you want.

In this issue of the guide:

You'll turn your idea of good work into instructions AI can follow.

Animated visual about turning an idea of good work into instructions AI can follow.

So prepare an example you like, or get ready to talk through the result you want.

AI will organize the details and ask about anything it still needs you to decide.

You already chose the job in Part 1. Now you're giving it your standard, so you have something specific to use in judging the first result.

Pick up where you left off

Use the same AI Brain Starter project from Part 1.

Annotated screenshot showing how to reopen the AI Brain Starter project from Part 1.

Step 1. Prepare the job card

The more specific the instruction to AI is, the better it does the job.

That's why it needs something specific that would keep it from guessing. Something like a job card.

Remember the job summary you approved in Part 1?

The job card is its expanded, more detailed version.

Reaction GIF accompanying the explanation that a job card expands the approved job summary.

It tells your AI Brain what to produce, which inputs to use, and how to check the result.

It also tells you what you need to provide and which decisions still belong to you.

Open the same project chat and send this prompt:

❝

Get the job I chose ready using the business information already saved in this project. Tell me what you can do now before asking for more. If something would materially improve the first run, give me the easiest ways to provide it and a reasonable fallback. Then write the complete job card for me: what starts the job, what information you will use, what you will produce, how you will check it, when you will stop, and what I still decide. Ask related questions together. Keep revising the full card with me until I explicitly approve it. Stop before doing the job.

Visual showing the prompt used to prepare a complete job card for review.

Step 2. Check the job card

Checking the plan now gives you a chance to catch any inaccuracies before AI builds a result around it.

The response you got from AI likely looks something like this:

Annotated screenshot showing the complete job card produced by AI for review.

Let's go through it part by part.

Job card summary screenshot on a grey background for easier reading.

This is a quick reiteration of the job.

Just check that the AI describes it accurately.

The succeeding sections need a closer look.

Look at what AI needs from you

Like what I got here:

Annotated screenshot highlighting what information AI still needs from the user.

How much AI asks for depends on the business information already in your initial business files.

It may have a useful example from it, or it may still need you to show it what a good result looks like.

Check what “ready to run” would mean

The complete card should make the starting point and expected result clear.

Check the “Ready-to-run job card”.

Here's another look at the one I shared above:

Annotated screenshot of the ready-to-run job card and its review points.

Check that:

  • The card describes the job and result you want.

  • You know which inputs AI already has and what you still need to provide.

  • The checks and stopping points cover areas where mistakes or conflicts can happen.

  • You review before anything is sent, published, or changed outside the project.

Step 3. Add the samples AI needs

Most of the time, it's hard to explain your standards for the quality of your output.

Reaction GIF emphasizing that showing a good example is easier than describing quality in the abstract.

It's better to just show it.

Supply whatever it is that helps define the job.

Attach the file to the chat, or paste the relevant section, or add a readable screenshot.

If the sample is already in the initial files you uploaded, point AI to it. Explain what to learn from it and which details don't apply.

Visual showing ways to add a useful sample or source for the AI job.

⚠️ Before sharing an example

Remove passwords, payment details, personal data, and confidential information you aren't allowed to share with the AI service.

If you don't have a good example

You can still keep going.

Tell AI you don't have an example and ask it to show you your options:

❝

I don't have a good example to give you. Show me my options for defining this part of the job.

The next step depends on what's missing and what's already saved in your project.

AI may ask for a smaller real example, such as one useful section of a report.

It may also suggest rules for tone, format, or wording based on material you've already supplied.

Visual explaining how AI can help define the job when no good example is available.

If AI suggests rules, read them before moving on.

Depending on the case, the AI may suggest options and rules for the job's output. Especially if you don't have a sample to give.

Like it does here:

Annotated screenshot showing AI-suggested rules for the job’s output.

Check the source it used, correct anything that doesn't fit, and ask for a revised version.

Step 4. Revise and correct the job card as needed

Your sample or answers may change more than one part of the plan.

Ask AI to show the complete updated card so you can check how the instructions fit together.

Check each revision every time.

First visual showing revisions to the complete job card.
Second visual showing revisions to the complete job card.

5. Approve and save the job card

Explicitly telling the AI to save the job card gives the first run your agreed instructions, including any changes from the samples and conversation.

It also serves as the universal instruction for every time you need to do that job in the future.

When the card matches what you want and you've settled the decisions needed for the first test, say:

❝

I approve this complete job card for the first review-only run. Save it. Stop before doing the job.

This will save the job card into a file that Codex can read for future sessions.

Annotated screenshot showing the saved approved job card after approval.

Notice that “approved job card” is in blue.

That's because it's clickable (it will show you that saved job card).

Open what AI saved. Check that it is updated with your corrections and matches what you want.

If you're happy with the saved version, you've finished Issue 2.

If the file is missing or wrong, check the Optional Help below before continuing.

In Part 3, we'll give those instructions a REAL test

Closing visual introducing Part 3, where the approved instructions get their first real test.

You now have a specific job to hand off to AI and a standard for the work.

In Part 3, you'll get the first real result and judge it against that standard.

See you there.

Continue to Part 3

Optional Help

Ways to provide a missing source

Choose the easiest way to supply the detail AI needs. Apply the privacy check before sharing anything new.

What you have

What to do

A rule you know

Type it or use speech-to-text. For example, “Keep pricing discussions in the private note.”

A finished example

Attach it and explain what to learn from it. For example, “Use this report's structure. Its old figures don't apply.”

A useful section in an app

Paste the passage with its source and date. Say whether it's current.

Information that needs an export

Ask, “Tell me the smallest export you need, including its date range and fields.” Review the export before attaching it.

For example:

A project schedule can give useful context, but a scheduled date doesn't establish that someone agreed to it on a call.

If sources disagree, ask AI to flag the difference for your decision.

What makes an example useful

Choose something close to the result you want from this job.

A short recap you actually approved can teach more about your preferences than a polished report with a different purpose.

You can use part of a document.

Point out what you like and what needs changing.

If it takes several examples to explain the result, give each one a role: one might show the format, while another shows the level of detail.

App connections can wait

You will eventually establish and test possible routes for another case, including where input comes from and where you review the result.

But for now, let's keep it simple.

A file, export, or pasted passage is enough if it gives you what you need to define the job.

The card can name an input you'll supply later for the run. Resolve anything that prevents agreement on the result or its checks before approving it.

If the saved card is missing or wrong

Ask AI to fix the saved version:

❝

Show me where you saved the approved job card. If the file is missing or still contains an earlier draft, save the complete version I approved with our accepted corrections. Show me that file. Stop before running the job.

Open the file again and check your corrections.

If AI reports an access problem, resolve it before continuing.

A new chat needs access to the same project; point it to the file you checked if it can't find the accepted card.