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In this Boardroom, we worked on…

Zero-Touch Weeks, Secret AI Coaching, and Self-Healing Security

  • Friday, August 7, 2026 · 9:30 AM – 12:30 PM
  • Industrious, Austin, TX
From the room

This Session's Deep Dives

Builds members shared during Show & Tell, expanded into a step-by-step you can run yourself.

He ran his HVAC company for a week without touching a single tool

Twelve agents, one orchestrator, zero manual tool use for a full work week

The problemEvery tool in Oscar's business still needed him personally to open it, log in, and do the work, even though he already had a working crew of AI agents.

Oscar challenged himself to do zero manual work for a full week, running his HVAC company, his AI-consulting clients, and his own course prep all at once, using a twelve-agent crew under one orchestrator on Hermes. He has been auditing his entire stack for tools that work agent-first: he switched his email provider to Superhuman because its connector reaches every agent he runs, tested a new browser built so agents can open their own tabs without taking over his computer, and moved every agent onto a remote server, synced to his second brain with Syncthing, so they keep working even when his own laptop is off. For a client whose single agent was burning tokens re-pulling the same e-commerce data every week through slow browser automation, Oscar recommended a cheaper pattern: pipe every data source into ClickHouse once through a connector like Composio or Airbyte, so the agent only has to build the dashboard front end afterward instead of re-fetching the same data on every run. On the HVAC side, Housecall Pro runs his service technicians and Connecteam organizes thousands of daily jobsite photos automatically into per-building folders, while QuickBooks feeds a full six-month P&L forecast that gets checked against submitted technician hours every night.

What they built
  • Run every role, HVAC CEO, consultant, course creator, through one twelve-agent crew on a single orchestrator
  • Audit the whole stack for agent-first tools and swap out anything that isn't
  • Move agents to a remote server so they keep working when your own computer is off
  • Give each agent one narrow job and only the one connector it needs to do it
  • Pipe repeat data pulls into a database once instead of re-fetching them with browser automation every time
Outcome

A full week of running three roles without personally touching a tool, and Oscar became the group's go-to Hermes advisor, with three courses on the way.

Key takeaways
  • Give each agent exactly one job and one connector instead of one agent that tries to do everything
  • Move agents onto a remote server so your own computer being off doesn't stop your business
  • Stop paying an agent to re-fetch the same data every run, pipe it into a database once instead
  • Audit your stack the same way you'd audit a hire, keep only the tools built agent-first
The playbook: build it yourself
  1. Pick one orchestrator agent to route every incoming task
  2. Build narrowly-scoped agents for repeat jobs, each with only the one connector it needs
  3. Swap any tool that isn't agent-first for one that connects directly to your agents
  4. Move your agent crew to a remote server so they run independent of your own computer
  5. For any data you pull on a schedule, pipe it into a database once instead of re-fetching it live every time
  6. Connect your accounting platform directly so an agent can forecast and reconcile it automatically
Hand it to your AI employee
You are my operations agent, modeled on the zero-touch week shared at the Agentic Society Boardroom (August 2026). I want to run my business for a week without personally opening a single tool. Interview me for: (1) every recurring task I currently do by hand and roughly how often, (2) which tools I use for each one and whether they have their own connector or MCP, (3) any task where I am re-pulling the same data repeatedly. Then: (1) propose one narrowly-scoped agent per recurring task, naming each by the role it plays, (2) flag any tool that has no agent connector and suggest an agent-first alternative, (3) for repeated data pulls, propose piping the source into a database once instead of re-fetching it live each time. Never touch a connector or credential without my explicit approval first.

Takeaway A generalist agent guesses which tool to reach for. A narrowly-scoped agent with one connector never has to guess, which is what actually saves tokens and time.

He secretly automated his call-center coaching, and his team never noticed

The problemChance's KPIs, project tracking, and content production were scattered across separate tools, and his customer-service team had no consistent daily coaching.

Chance built one dashboard that runs his whole day across a portfolio of companies. A Today page surfaces anything blocked and waiting on a human's approval, and a new project cannot move past the idea stage until a short template, definition of done, goals, risks, success metrics, is filled out, which he often completes conversationally while driving. Every project card carries its own built-in chat assistant already loaded with that project's full context, running on Codex when he types and Claude when he talks. Team members get their own connected agents inside the same dashboard, and he plugged Composio into the back end so a new hire can link their own accounts with one click, no API keys required. On the content side, raw daily footage batch-uploads into the dashboard, which drafts a script and several hook variations, builds a shot list, and hands the recording to either AI or his editor for a final polish pass, tracking which version performs best on each platform. Every night, anything logged in the dashboard sweeps into a second-brain archive, so every tool he opens the next morning already has the full context of the day before. The detail that got the biggest reaction in the room: his customer-service reps believed Chance was personally listening to and grading their calls every single morning. In reality, GoHighLevel pulls each rep's call recordings automatically, an agent drafts feedback on their best and worst calls, and it goes out under his own name, until he told them the truth.

What they built
  • Build one dashboard that centralizes KPIs, a project pipeline, and content production across every company
  • Require a short template before any project can leave the idea stage
  • Give every project its own AI assistant preloaded with that project's context
  • Let a call-recording platform and an agent quietly handle daily team coaching
Outcome

One dashboard now runs KPI tracking, project management, and content production for an entire portfolio of companies, plus a customer-service coaching system that ran invisibly for weeks before anyone knew it was AI.

Key takeaways
  • Require a short intake template before any idea becomes a real project, so nothing starts without a clear definition of done
  • Give every project its own AI assistant that already has that project's context loaded
  • A one-click connector tool lets new team members plug in their own accounts without ever touching an API key
  • The most effective AI on a team is sometimes the AI nobody knows is there
The playbook: build it yourself
  1. Build a single dashboard front end that pulls in your KPIs, project pipeline, and content queue
  2. Require a short intake template (goals, risks, definition of done) before any idea becomes an active project
  3. Give each project card its own chat assistant preloaded with that project's files and history
  4. Connect a one-click tool so new team members can link their own accounts without API keys
  5. Route call recordings through an agent that drafts coaching feedback under your own name
  6. Sweep everything logged each day into a second-brain archive overnight so tomorrow starts with full context
Hand it to your AI employee
You are my operations dashboard architect, modeled on the system shared at the Agentic Society Boardroom (August 2026). Help me design one central place to run my business. Interview me for: (1) the KPIs I actually check day to day, (2) how new ideas or projects currently get greenlit, (3) whether my team already records customer calls. Then propose: (1) a short intake template that has to be filled out before any idea becomes an active project, (2) a plan for giving each project its own AI assistant with that project's context preloaded, (3) if calls are recorded, a way to have an agent draft coaching feedback on the best and worst calls automatically. Always tell me before anything goes out under my name without my review.

Takeaway The best AI rollout for a non-technical team is often the one they never notice, because it's built into a system they already use, not bolted on as a new tool to learn.

His agents cut a three-day security fix down to minutes

Security-fix SLA: three days to minutes

The problemRecurring cybersecurity audits generated a constant stream of findings that used to take expensive outside consultants days to triage and fix.

Jay built a suite of agents that ingests every audit finding, triages it, proposes a fix, and automatically opens a ticket in GitHub, a build Roman had challenged him to take on a few weeks earlier. A human review gate approves the fix before the agents implement it and deploy it to a staging environment, operating under a least-privilege model that only requests elevated access when a specific change genuinely needs it. Task routing runs through a model router that picks between Claude, Codex, and other models depending on the job, defaulting to a mid-tier model for most fixes and a cheaper model for heavier data-processing work, and rarely reaching for the most expensive tier at all.

What they built
  • Ingest every audit finding automatically and triage it
  • Propose a fix and open a ticket without waiting on a human to notice the finding
  • Route the fix through a human review gate before anything ships
  • Implement and deploy the approved fix under a least-privilege model
Outcome

The team's SLA for implementing a fix on a triaged finding dropped from three days to as little as a few minutes for routine cases.

Key takeaways
  • Let agents triage and propose fixes automatically, but keep one human approval gate before anything deploys
  • A least-privilege model means an agent only ever asks for the access a specific task actually needs
  • Route tasks to the cheapest model that can do the job instead of defaulting to the most expensive one
  • Recurring compliance work is one of the most repeatable places to hand off to agents first
The playbook: build it yourself
  1. Feed every audit finding into an agent that triages it and proposes a fix
  2. Auto-file a ticket for each finding instead of relying on someone to track it manually
  3. Insert one human review gate before any fix is approved to ship
  4. Let agents implement and deploy the approved fix to staging under a least-privilege access model
  5. Route each task to the cheapest model capable of doing it well, saving the most expensive tier for genuinely hard cases
Hand it to your AI employee
You are my security-remediation agent, modeled on the pipeline shared at the Agentic Society Boardroom (August 2026). I run recurring compliance or security audits that generate a stream of findings. Interview me for: (1) where my findings currently get tracked, (2) what access levels exist in my infrastructure today, (3) my tolerance for automated fixes versus ones that need review. Then: (1) triage each new finding and propose a specific fix, (2) open a tracked ticket automatically, (3) wait for my explicit approval before implementing anything, (4) once approved, implement the fix under the minimum access level the change requires, and request more only if the approved change genuinely needs it. Never expand your own access without asking first.

Takeaway A self-healing security pipeline still needs exactly one human checkpoint, before a fix ships, never before it's proposed.

Big ideas

The patterns that kept surfacing, with the people who said them best.

  1. 01

    Every agentic tool is going MCP-first. Audit your stack for the ones that aren't.

    Oscar has been swapping out his own tools one by one for agent-first alternatives, an email provider with a real connector, a browser built for agents to use without taking over his computer, a remote server so his agents run even when his own machine is off.

  2. 02

    Route every task to the cheapest model that can actually do it.

    Jay's security-fix pipeline rarely reaches for its most expensive model tier. A mid-tier model handles most fixes, and a cheaper model does the heavy data-processing work, which is where the real cost savings live.

  3. 03

    If the person using your AI isn't technical, give it a name, not a job title.

    Mike's wife thinks in people, not tools, so instead of explaining which AI model does what, he built her a project-manager agent and simply named it.

  4. 04

    A pitch that closes in a day instead of three months is worth demonstrating live.

    Mike's AI-recreated project team let a prospective client's CEO see exactly what he could deliver, in person, and the deal closed the same week instead of the usual two-to-three-month cycle.

  5. 05

    Build your AI department the same way you'd hire a person for the role.

    Austin writes a job description for the department he needs, has an agent research what that role's best practices actually look like, then gives it the tools that role would use, letting it organize its own workspace from there.

  6. 06

    An agent that already knows your context can draft the reply so well you don't touch it.

    Austin's self-built AI CFO reviewed a quarter of bank statements and email threads on its own, then drafted a reply to his bookkeeper's outstanding question, a draft he sent without changing a word.

  7. 07

    The best AI rollout for your team is sometimes the one they never find out about.

    Chance's customer-service reps thought he was personally grading their calls every morning. An agent had been doing it under his name the whole time, and it changed nothing about how they worked until he told them.

  8. 08

    You don't need new content every day, you need a system that recycles the content you already made.

    Darby's distribution system cycles the same finished short across several posting slots while a fresh batch renders, instead of treating every post as a brand-new production.

  9. 09

    If you're texting yourself reminders, that's a sign to build an agent, not a better habit.

    Lauren's running list of notes to self across her messages, reminders, and calendar had grown into the hundreds. An agent now triages all of it automatically and sends her a weekly digest of what's still open.

  10. 10

    The tools your industry already uses are usually the fastest way in, not a workaround.

    Being an existing customer of his point-of-sale provider gave Adam API access that a business outside that ecosystem would otherwise need to be, in his words, a billion-dollar company to get.

Questions from the room

Asked out loud in the room, answered by the people doing it. Straight from the transcript.

Why are you running twelve separate agents instead of one general one?

Token economy. An agent that knows everything has to guess which connector to reach for on every task, and that guessing is what burns tokens and causes mistakes. A narrow agent only ever touches the one connector its job needs, so it never guesses wrong.

Oscar Hidalgo

How long should I budget to set something like this up, and what does an MVP look like?

Download the desktop app the same way you'd install any other app, connect it to one model, and treat that as your finished MVP. Add one narrowly-scoped agent at a time from there instead of trying to build the whole crew on day one.

Oscar Hidalgo

How do I decide whether multiple businesses under one roof should share a company brain or each get their own?

If the businesses run the same SOPs and share a brand, keep them in one brain. If the entities are financially and operationally separate, give each its own, with the owner holding a top-level view across all of them.

Austin Distel

Can Claude agents live in more than one Slack workspace at once?

Build a bot through Slack's own developer tools and give it whichever model you want as its brain, rather than relying on a single connector limited to one workspace. A connector hub can also manage multiple accounts from one place.

Oscar Hidalgo

What model are you actually running a security-fix pipeline like that on?

A router picks between models depending on the task. The most expensive tier gets used rarely, a mid-tier model handles most fixes, and a cheaper model does the heavy data-processing and ingestion work.

Jay Douglas

AI tools mentioned

Every tool, skill, and build that came up, with links to go try them.

  • Hermes

    The agent harness running Oscar's twelve-agent, zero-touch-week crew.

    hermes-agent.org
  • Composio

    The one-click connector hub Oscar and Chance both use to onboard new data sources and team members without touching an API key.

    composio.dev
  • Airbyte

    The data-pipeline tool Oscar recommends pairing with a database like ClickHouse so an agent stops re-fetching the same data with expensive browser automation.

    airbyte.com
  • ClickHouse

    The open-source database Oscar pipes client data into once, so an agent only has to build the dashboard front end, not re-pull the data every run.

    clickhouse.com
  • Housecall Pro

    The field-service software running Oscar's HVAC technicians and feeding Chance's trades clients' before-and-after job photos.

    www.housecallpro.com
  • GoHighLevel

    The platform quietly pulling and grading every customer-service call for Chance's team each morning.

    www.gohighlevel.com
  • Blotato

    Darby's tool for posting the same short-form clip across nearly nine platforms and tracking which version performs best.

    www.blotato.com
  • Google Drive

    The shared, permission-layered home for the company brain Austin built live, including his self-managing AI CFO.

    workspace.google.com/products/drive
  • Mercury

    The business bank Austin's self-built AI CFO pulls statements from every month.

    mercury.com
  • All event recaps

    The full archive of AI Boardroom and Mastermind recaps.

    agenticsociety.com/events
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Email austin@agenticsociety.com

Meet with attendees of the Boardroom

Follow up with the smart people who attended this event to build meaningful connections and make progress implementing AI Agents in your business.

Austin Distel

Founder, Agentic Society

Founder of the Agentic Society — a private room of owners and operators becoming Agentic CEOs.

Roman Bediner

Fractional COO, Agentic Society

Operational backbone behind the Agentic Society; ex-Disney+ operations.

Mike Couvillion

Founder, Alexa Guru

30 years as a CTO across SaaS companies, now advising private-equity firms on AI rollouts and technical due diligence. Runs a fleet of Claude and Codex agents behind an orchestrator that assigns work to developer agents at the right level.

Chance Forman

Luxury construction, Austin

Builds custom homes, wine cellars, and gyms in Austin; rolling AI across his teams to make people superhuman.

Justin Day

Founder, Day by Day (local SEO)

Runs a local-SEO agency for home services; built the Invisible Business Scan and an overnight 'Dreaming' system.

Adam Weisberg

Restaurant owner · Lucky Robot, Nomade & ZEN

27-year Austin restaurant owner (Lucky Robot, Nomade, ZEN) building AI dashboards for his restaurant group — OpenTable and Toast cover-count prediction, P&Ls — and exploring businesses beyond the industry.

Darby Rollins

Chief Agent Officer, Agentic Society

Builds the Agentic OS — skills and agents for the community; founder of GenAI University.

Jay Douglas

Founder, KeyFive

Built a CFO agent that produces on-demand P&L statements and 13-week what-if cash-flow reports.

Oscar Hidalgo

CEO, CG Service Pros · Vindex Consulting

Runs an Austin HVAC company and an AI consulting practice; built 'Ali,' the always-on outreach employee behind two $200K+ rebate-program contracts.

Lauren Goldstein

Founder, Golden Key Partnership

Known as The Biz Doctor, an award-winning business consultant who 7- and 8-figure owners call when they want to transition from operator to owner — 15+ years untangling operational chaos, now integrating AI strategically across her clients' teams.

Cristian Aguilar

Agentic Society team

On the Agentic Society team.