Automate Your Agency
Are you a founder dreaming of breaking free from the day-to-day grind?
Or perhaps you're looking to scale your company without burning out?
Welcome to Automate Your Agency with Alane Boyd and Micah Johnson, a podcast dedicated to helping you systemize and automate your business for more efficient, scalable operations that can run without you.
Join our hosts as they share battle-tested strategies and cutting-edge tools that take the guesswork out of systemizing your business. Drawing from their experience of growing their agency to 600+ active clients before their exit, Alane and Micah offer actionable insights on:
✅ Implementing effective software solutions
✅ Leveraging automation and AI to do more with less
✅ Creating workflows and systems that allow your business to run without you
✅ Preparing your company for a potential sale or exit
Each week, they take a deep dive into real-world operational challenges and showcase solutions they've implemented. Whether you want to double revenue without doubling headcount or build a business that runs smoothly in your absence, this podcast is your roadmap to success.
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Automate Your Agency
The Three Claude Cowork Tools You Absolutely Need
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
Most people use Claude Cowork like a chat window and wonder why they're not getting results. In this episode, Alane Boyd and Micah Johnson break down the three tools that change everything — Connectors, Skills, and Plugins — and why almost nobody is using them correctly. If you've been frustrated with inconsistent AI outputs or spending too much time recreating the same workflows from scratch, this is the episode that fixes it.
The hosts get into what each tool actually does, how they work together, and what it looks like in practice, including a lawyer whose attorney complimented the AI-written contract sections, and a client who noticed the quality of every follow-up email without ever being told there was a Skill behind it.
In this episode, you'll discover:
- How to stop confusing Connectors, Skills, and Plugins once and for all
- Why Skills function like SOPs for AI and eliminate inconsistent outputs
- The Plugins that make you an instant expert
- How to create McDonald's-level consistency in your business operations
- Real client success stories and which Plugins the hosts actually use daily
Stop using Claude Cowork like a fancy chatbot and start running it like an operational system.
Stick around for Micah's bonus at the end: scheduled tasks. Because that's where everything clicks into place.
Tools mentioned: Claude, MCP (Model Context Protocol), Grain, Pipedrive, Gmail, Zapier, Make, n8n, Pencil
Workshop: Claude Cowork Workshop on May 11th at 11 am MST. Sign up here.
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Alane Boyd (00:01)
There are three tools in Claude Cowork right now that everyone needs to be using, but almost nobody does it correctly. When using these tools, you get 8x more value over using regular AI chat.
Micah Johnson (00:14)
And in this episode, we're gonna talk about these three tools and how to combine them so that you can supercharge what Claude Cowork can do for you.
Alane Boyd (00:28)
I noticed in a conversation that I was having a couple of times yesterday with different people that people are getting confused thinking that Connectors and Plugins are the same thing in Claude Cowork. But really, if we're looking at something that's similar, really Plugins and Skills are more closely related than Plugins and Connectors.
Micah Johnson (00:47)
Yeah. I'm seeing the same thing, Alane, every conversation that I have, it is like, but how do I create Skills? Wait, what are Plugins? And I don't know how to set this up. I don't know how to set anything up is what I keep hearing.
Alane Boyd (01:04)
Yeah, and it's, there's one side to where you don't have to set up all three of these things at one time, you know, with Connectors and we're gonna jump in, you can just use it when you need it. You can just say, okay, I wanna connect this platform or use this Plugin. So you don't have to like have everything set up at one time to go in, but knowing when to use each and what is available to you, because some of these are free and make you closer to an expert in that field where you may not be.
Micah Johnson (01:33)
Yeah, that's what I was going to say is like the important part is to listen to this entire episode and get the insights so you know what a Connector is, you know what a Plugin is, you know what a Skill is, and that'll help you understand when should I use each, how do they fit together, how can I combine them, and we're ultimately going to make a Cowork sandwich.
Alane Boyd (01:57)
Yes, we are. And then you can share it with another one of your friends so that they understand what all three of these things are and when they can use them. Yeah, that's the number one thing. So let's talk about the first one, Micah.
Micah Johnson (02:06)
and to sound really cool.
Yeah. So I just watched the Super Mario Galaxy movie, which I actually thought was really good. And, the Connectors are like the plumbing. So when you think of Mario, he's going through pipes and connecting all the different worlds together and the different areas. That's exactly what Connectors are doing. It is just the plumbing that allows Claude Cowork to be able to connect to all the different platforms that you use. And
Alane Boyd (02:41)
And if you
listen to our other episodes too, sorry, Micah, I cut you off. ahead. ⁓ A lot of what we're talking about.
Micah Johnson (02:45)
No, no, no, go for it. I'm just gonna keep talking about Mario and
then we'll have to use Mario voices.
Alane Boyd (02:51)
I am not using a Mario voice, but I did like that analogy. The Connectors are what we talk a lot about in some of our recent episodes, like our one where we're using Claude Cowork as like our control panel and getting things from our email and then going into our CRM. We're talking about Connectors there because it's literally connecting us to the software platforms that we use every day through some native Connectors.
Micah Johnson (02:52)
You can be Luigi.
Alane Boyd (03:17)
or through an MCP, so those native Connectors are those free and available things that are already existing. So you can look and see your CRM if it's in there, your project management system, your email provider, because that makes it a really seamless integration to run off to the races.
Micah Johnson (03:35)
Yeah, and a lot of what's happening behind the scenes, it's all gonna be MCP for the Connectors, whether it's a custom Connector, or just a native one. But what's happening behind the scenes is that it allows Claude Cowork to actually communicate with these connected platforms. And it goes beyond just an API call. When we use to have to connect via just API,
then the only thing that we could do is as humans go, well, what's the API documentation? What are the endpoints? With MCP, Claude can actually ask the connected platform, hey, what can you do for me? Or how can I do this? And that can reply back. That connected platform replies back and gives Claude the information it needs to make a decision on how to achieve what it can or can't do based on what you're asking it to do.
which is completely different than it just giving you a list of here's all the stuff I can do, now you pick. And it's gonna be autonomously working with the platform or platforms that you've connected it to to get a job done.
Alane Boyd (04:38)
Well, and if you're not using Connectors, you're basically using chat. Like the real big power of Claude Cowork is having these Connectors. That way you're not having to leave AI to go and have the work being done in that software platform.
Micah Johnson (04:53)
Yeah. And one thing that I do want to point out, cause people ask about this a lot too, is the security of it is you're not just randomly connecting to this platform in an insecure and unsecure basis. you know, going off to the races, you're going to connect through a normal logins and authentication processes that have been proven and used for years. So you actually have to have a user. You have to authenticate against your user.
Alane Boyd (04:58)
Mmm.
Micah Johnson (05:21)
You sometimes have an API key. There's different ways to connect, just like APIs, but it's a secure, authenticated connection that you're going to use and connect with. And it's just like connecting Zapier or ⁓ Make or n8n or something like that to a platform.
Alane Boyd (05:41)
You are a high risk security person if you're emailing yourself passwords compared to the security of using this authentication integration that's there. you know, it is a big thing, Micah, I'm glad you even commented on that because we get asked this every single time that we're doing our Claude Cowork webinar or we're doing an AI workshop where we're talking about this and people are always so worried. I'm always like, this is like the least of my worry
today for security.
Micah Johnson (06:10)
Yes.
Alane Boyd (06:11)
So the next thing going from Connectors is Skills. And I'll say from my perspective, when we first started using Claude Cowork and you were talking about Skills, I had the hardest time understanding what the heck you were talking about. And it wasn't until we were in it and I could see it as like, that's what you've been talking
Micah Johnson (06:30)
Yeah, yeah, and so Skills, they work with Connectors because if you didn't have the ability to create Skills or set up Skills in Claude Cowork, then you'd connect the different platforms. And then every time you wanted Claude to do something, you would have to lay out the entire plan of what you wanted it to do. And that would be painful. So Skills.
solve that. It's basically a Standard Operating Procedure (SOP) for Claude to say, okay, when the user asks me to do this, then I'm going to load the Skill I'm going to read the SOP, I'm going to read my instructions. Those instructions might say things like connect to Grain, connect to Pipedrive, connect to Gmail, connect to whatever platform is necessary to execute this Standard Operating Procedure.
And then the beauty of it is it just follows those instructions over and over and over again. So each time you ask it to perform a Skill, it knows what to do and it does it in the same way and it outputs in the same format. And all those problems with chat that we had before where it's like, I asked chat to do it this way once and then I gave it the same prompt and the output was completely different goes away with Skills.
Alane Boyd (07:53)
Yeah, and you're also not having to recreate the wheel for your team. So if you're on the team account and you have Skills that you've created, you can share that with your team. So it becomes a easier way to keep everybody aligned and doing work consistently without having to recreate anything.
Micah Johnson (08:14)
Yeah. Yeah. I mean, I gave a presentation earlier this week and I showed this Skill off, but it was the call debrief Skill that we put together Alane and it's for mainly in our company, it's for account managers. So we go on a call with a client. We talk about all the stuff that we need to talk about with the client. And we used to have to manually go through and debrief ourselves. And we've tried to solve this in a number of ways in the past. Do we do it right after the call? Well, no, we have back to backs.
Alane Boyd (08:23)
Mm-hmm.
Mm-hmm.
Micah Johnson (08:42)
Do we do it later in the day? Well, crap, we already forgot the first call after doing five other calls and being an account manager, you're juggling a lot of clients and dealing with a lot of different requests and you've got to get stuff right. So we designed the call debrief Skill, which reviews a call transcript and then produces a summary in a specific format. Then the account manager who's calling this Skill or using this Skill can review that summary.
Alane Boyd (08:55)
Mm-hmm.
Micah Johnson (09:12)
give feedback, correct it, change it. And once that's perfect, then Claude can follow the rest of its Skill and say, okay, I know what tasks I need to create. I know what deals I need to create. I know what follow-ups I need to create. I know what backlog items I need to create. All in Connectors and Skills.
Alane Boyd (09:34)
Yeah, I I loved it for that team consistency too. Like we have an episode on why we moved to the Teams account and all the benefits. And this was a big piece of it. Not the only piece of why, but man, like with our account management team and how many pieces of information that we are like cooking in throughout the day, so many of us and getting that information out of our head and into... ⁓
our workflow is the most important part of what we do with our clients. Because if it stays in those call notes or in our head, then it's not going somewhere. The other day, Micah had an interesting conversation too about this with a friend of mine. And she was saying that for a lawyer that she knows, he has created his own Skills for making sure that he is consistent with the agreements that he creates.
Micah Johnson (10:26)
Yeah.
Alane Boyd (10:27)
So
because any of us are only at our best for a part of the day. Doesn't mean we're not good at what we do, but we're not consistent. Humans are not consistent. And we're always looking for the easiest way out. So our brains are fatigued and we're going a mile a minute. And I was like, you know, not just us as tech owners are looking at these Skills as a way to keep us at our very best every day, but even
lawyer who this is what they do every day has even created his own Skills to keep him extremely high performing with every contract he does.
Micah Johnson (11:03)
I mean, this is a whole like episode in itself, Alane. I think I was going to share a story because a presentation that I gave earlier this week, one of our current clients was in that audience of the presentation. And he goes, hold on, is that how you produce those amazing emails you send after every call? And I said, yeah, am I fired? He goes, no, those emails are perfect.
Alane Boyd (11:27)
the cats out of the bag.
Micah Johnson (11:32)
And he goes on to share, this is like, I wanted to tie this back to consistency even before you started that story, because the beauty of this is that it creates consistency without the human issue of, like you said, being tired, running into, I've, I just got to get this out because I got three other meetings coming up, or I got to go pick up my son from school. Like there's so many things and variables that pull at us that the AI systems that we can create with Skills.
Allow that consistency. So every follow-up email for every meeting for every client is consistent. And I think I brought this up on a very early episode of this podcast, Alane, but one of the things that has always intrigued me about business is the thought process around consistency and how important it is. And now with Claude, Cowork and tools like this, we can bring consistency into our daily work that we never could before the story that
Alane Boyd (12:19)
Mm-hmm.
Micah Johnson (12:31)
really struck me was the McDonalds story. And if you think about the difference, if you go to any McDonalds, it always tastes the same, good or bad. However you feel about McDonalds, you know what a McDonalds burger tastes like. You know what a Burger King burger tastes like. You know what an In-N-Out burger tastes like and a milkshake at each of those tastes like because it's absolutely consistent. And if they didn't maintain that consistency,
Alane Boyd (12:43)
you
Micah Johnson (12:59)
They would have never had success, any of them, because you could never go to a different restaurant and get the same experience. And the same goes for any business, not just burger joints, but now I'm really hungry for a burger and a milkshake. But the more that we can provide consistency, even in this presentation earlier this week,
I made the comment that anytime we've implemented AI into our systems, we've gotten a better response from our clients, from our prospects, from anybody who's on the receiving end. And I was kind of attributing that to AI writing stuff better. But now I think in saying all of that, that it's more the consistency of how we're portraying ourselves over and over and over again that produces the more positive response.
Alane Boyd (13:23)
.
Mm-hmm.
And that is so important because, and I think you would agree with me, the fear that I hear the most out of companies scared to take a step forward with AI is I am a relationships person. My client services reps are relationship people. I can't take out the human aspect. And I'm always like, you are missing the whole point here. This is making us have the ability to be more human, to rock it every day.
Micah Johnson (14:09)
Yes, yes.
Yes.
Alane Boyd (14:17)
because it's the stuff behind the scenes.
Micah Johnson (14:17)
The human aspect is not writing the damn emails and making your brain numb. It is having the emails written so that you can perfect it and having more time in your day to be human.
Alane Boyd (14:21)
Bye.
Yeah, and when we translate things to our team, it's easier and faster and clearer because we all have filters on us. So we're all taking information and spitting it out different. What was that, Micah? That's true. But this is hitting a nerve with me this week because I've had multiple conversations with companies where consistency, even not even looking at AI, there is not consistency in their organization.
Micah Johnson (14:39)
Yep. Well, some people don't.
I said some people don't have filters.
Alane Boyd (15:00)
And that makes me very uneasy to be on the receiving end of hearing that information because training is so hard. If that person leaves the job and you get somebody else in that place, they have to figure out everything on their own and come up with their own way of doing it because there's not a company way. And that's why companies stay small. But we don't have to dive into this, Micah.
Micah Johnson (15:22)
Yes.
I
I just now I gotta say, because if you're listening to this, do this right now, download Claude Desktop, get the Pro plan, start using Cowork. And here's the number one thing that you can do, create a Skill so that instead of you going to your folder system and saving a document, give the document to Cowork and tell it where you where you want it to save or what it is and have the Skill determine the standards for where this is being saved. And then
make this a Team Skill on a Team plan and have everybody use this instead of going to your damn file system and screwing everything up and creating new folders and creating garbage and junk, build the system that says, here's how we save our files. Here's the subfolder structure and let Claude stick to that because you know damn well your team isn't. All right.
Alane Boyd (16:15)
And
this is a piece of where AI can help create that consistency in your organization without the manual work of doing it because everything that we just talked about in this one section talking about Skills is a common problem in a company that doesn't have repeatable systems or any systems. They don't know where stuff is in their folder. They don't have a consistent company way of doing things. Everybody does it their own way. They can't find things.
Micah Johnson (16:35)
Yes.
Alane Boyd (16:44)
Well, that's a culture problem, A, because it got like that, but also B, like AI can help assist you in creating that moving forward, but you have to put the effort.
Micah Johnson (16:54)
I mean, this is, Alane, we're doing a whole episode on this because I could keep going, we need, so that's Connectors to Skills. Obviously Skills are super important and, just an open door into how do you actually solve all of these organizational problems and operational problems, but in, the viewpoint of individual roles and responsibilities. So now we know Connectors and Skills, let's move into Plugins.
Alane Boyd (17:24)
Ooh, okay, I love Plugins because this is where Skills, you're the expert at something or you're creating the SOP on how you want that Skill to function within Cowork. But there are lots of things that we are stuck with every single day that we are not the expert in and we have to hire out or it doesn't get done and it just sits there and that's where Plugins come in. And Plugins are pre-written.
Skills that are available within Cowork for different departments or work types that you can just plug into your Cowork.
Micah Johnson (18:01)
Yeah. So I know both you and I have our favorites and surprise, surprise, they're not the same.
Alane Boyd (18:09)
I was actually surprised. I was like, I think we're going to have the same ones and this is going to be boring. Yeah.
Micah Johnson (18:13)
really? ⁓
no, I knew. I could have guessed yours.
Alane Boyd (18:19)
Because I talk about them all the time probably. Yeah. All right, are yours?
Micah Johnson (18:21)
Yes.
All right, so my two favorite Plugins that I've used lately is the ⁓ marketing and the design Plugins. And essentially what it is is if you're connecting up to like ⁓ web design stuff, or, you know, we've talked about this in the past, connecting up to tools like Pencil, where you can have Claude help you design stuff, you can have it load these Skills and then be an expert give or take, right? With a grain of salt.
more than the generic training data will allow, and maybe even more than some of the context you're gonna give it to leverage the information you can provide it to do better things in marketing, in content creation, in front-end design, in UI UX, and just get that little escalation in a very short period of time, because I like personally just reviewing something.
and coaching, like, let's change this or let's go this direction. But I want it to start at a pretty high level so I don't have to spin my wheels. And now I'm getting petty because we live in the AI age and it's like, oh my God, I've got to chat with it for 10 minutes before it gets to a like, man, that's ridiculous.
Alane Boyd (19:24)
Mm-hmm.
Yeah, but that's how I do it too. you know, my one of my favorites is the legal Plugin. And I love writing a contract, man, that just makes me so happy. But I'm not a lawyer. You know, that was what I wanted to be when I was seven. I really thought I was going to be a lawyer. I don't know if that's surprising or not, Micah. Give me a good argument.
Micah Johnson (19:58)
No, it's not. You literally
just said your favorite Plugin is the legal Plugin. Most people are like, I'm not going to touch that one.
Alane Boyd (20:05)
No!
Yeah, well, so before I used the Plugin though, so I had this idea of a program that I wanted to be put in place at the company, but I needed to put together a legal document first. And so kind of my workflow is very similar, I think to what you just said is like, I'm gonna brainstorm, I'm gonna get the pieces all together in Claude Cowork, chat with it, go back and forth, get the document together from.
what I could come up with as an expert along with Claude, but then I use the legal Plugin for the contract review and have it review the work that we did. And it creates another document saying, these are the areas that you need to look at. I suggested wording, I need more details on this, but it is a red flag and it helps you critique everything there. It's that expert outsider looking at it.
And then I have a final product to then take to a lawyer. I don't wanna take them out of it. This is just AI that I'm using and me. Yes, I wanna make that very clear that for any of specialized expertise that we're still using an expert in, but I have a starting place with all my thoughts and some of these loose ends already tidied up before I send it over there, which is a cost saver.
Micah Johnson (21:08)
Yeah, you still need an expert that can make judgment calls.
Yeah, so I want to point out something on this that you mentioned, but I really want to illuminate this for the listeners. That extra document that you mentioned, that's created in a specific way based on what the experts who wrote the Skill designed it to do. So it's not just a red line in your document like you're used to getting back from your attorney. This is a complete separate document.
Alane Boyd (21:47)
Mm-hmm.
Micah Johnson (21:56)
with color coded sections. What's your exposure? What's this? Is this red? Is this urgent? Is this yellow? Is this OK? Is this green? Is this good? Maps everything out, makes it so any lay person can review that at any stage of their business and go, OK, I can start making some judgment calls on this, or this is what I really want to talk to my attorney about. And I got, you know, there's this second piece too, Alane where
Alane Boyd (22:06)
Mm-hmm.
Micah Johnson (22:25)
you're sharing this story. I had somebody share a similar story ⁓ Tuesday with me. They're like, yeah, I used the legal Plugin. We ⁓ added some additional sections, sent it to our lawyer. And our lawyer was like, wow, I really like these sections here. And those were the sections that Claude wrote.
Alane Boyd (22:47)
Heck yeah, I love that. It's good to have some validation from an expert on that piece. But it's been super helpful for me. And all of this is happening within the same task in Cowork too. So I pull in the legal Plugin, I have it do the contract review. All of these can be done too with a slash command. So it's slash and then you can have your ⁓ Plugin that you wanna use for it.
but it's still happening all within the same place. So, Cowork comes back from the legal review and has the document. And then I'm going, well, I see what you said here. I still don't really like that, but I hear what you're saying. This is some more context. Let's work with that.
Micah Johnson (23:28)
I get it, Claude. Okay.
Alane Boyd (23:28)
Yeah,
sometimes it says something, I'm like, still don't like it and I still don't want to do that. But I'll have a lawyer decide between this negotiation.
Micah Johnson (23:39)
All right, so you love the legal and is there any other?
Alane Boyd (23:41)
Legal and my,
yeah, my other one is the finance one. I am going every Friday now, I've got a whole Skill, well, Plugin for how I wanna do where we are month to date and the wins that we've had for the week. And it's just so much fun. I'm not really, like, I don't really usually like the finance part of the business.
But when I have a tool that can take care of the work for me and dig into things and produce a really cool slide deck that I show to the owners of the company, I'm like, this is badass.
Micah Johnson (24:16)
So I mean, this is so interesting because what you just said, I'm not typically into finance, but when I have something to do the work for me, we've echoed this in other episodes, but this right here, right? It is doing the work that some people love, right? That's why they get into finance in the first place. They love moving numbers, they love spreadsheets, but then there's other people who would love finance in the sense of...
Where are we at? Let me make good decisions. How do I change my strategy? What's working? What's not? How do I get this analysis ready for me? And then finance becomes fun because I don't have to push all those numbers around in a spreadsheet and build models. It's getting me there automatically.
Alane Boyd (24:53)
Mm-hmm.
And, Micah, I like that you said that too, because as a business owner, unless you own a business that does this, it's probably not something that you're digging into every day, but you would like to have that sent to you every Friday or once a month, whatever. It's like you're running a business, you wanna know what your numbers are, what packages selling, what projects are profitable, whatever it is.
Micah Johnson (25:17)
Yeah, that's a good way to put it.
Alane Boyd (25:27)
but you don't have to do all the work because it takes a lot of time and your skillset is somewhere else in the company, which is why you own that company.
Micah Johnson (25:34)
So before we wrap this episode up, Alane, I want to give a bonus item here, and it is scheduled tasks. And you can leverage all three of these things as a scheduled task, which is like another layer of instructions that gives Claude to say, hey, every Friday at 3 PM, run Alane's finance Skill that leverages the Plugins, that leverages the Connectors, that creates all the stuff that she needs. So she doesn't even have to remember
Alane Boyd (25:42)
Mmm.
Micah Johnson (26:03)
to create the deck or ask Claude to create the deck. It is ready an hour before the presentation so that all she has to do is review, make any minor edits, and be ready to present. And if you apply everything that you learned today across those three and identify things that you could schedule on a daily, hourly, or weekly basis, you're bringing some real power to what you're doing.
Alane Boyd (26:29)
I mean, I love the scheduled ones and we have the one, I think we talked about it last week too with the email that we get every Monday morning ⁓ looking back at what you and I did. And they're super cool. But I also, if you are thinking about doing this, there is a difference between scheduled tasks and real automated processes in your business. So we talk about that in our previous episode on Claude Cowork versus n8n. And so that kind of will help.
Micah Johnson (26:49)
Yes.
Alane Boyd (26:56)
differentiate like when do I do a scheduled task and when do I really build an automated tool for this? So that'll help give some clarity. Micah, I love that bonus one. I didn't see that coming.
Micah Johnson (27:07)
It was a little surprise up my sleeve I have.
Alane Boyd (27:11)
Yeah, that was a little Tony Chachere's. I like that.
Micah Johnson (27:14)
just got me somewhat spicy.
Alane Boyd (27:17)
Yeah, in a good way. mean, everything's better with Tony Chachere's on it.
Micah Johnson (27:20)
True, it's true. ⁓ I understand that now. All right, so to summarize everything, we've got Connectors that let Claude see your tools and your platforms. You got Skills that allow you to teach it your process. And you got Plugins that give you a head start on all of this that are Skills written by other experts to get you that leg up on what you're trying to do. And the real magic on all of this is combining them together, building those.
individual systems for your own responsibilities and workload and sharing some of those Skills across your team and even starting to schedule those out.
Alane Boyd (27:57)
And if you wanna learn how to build any of these things that we're talking about, how to use them, Micah and I have a second Claude Cowork workshop coming up. We sold out on our first one coming up on April 16th. So that one is now sold out. We opened up a second date and May 11th is the upcoming Claude Cowork workshop where we teach you how to do these things, how to build it out and make it a superpower in your business. We'd love to see you there.
Micah Johnson (28:22)
Yeah, so you will literally walk away with this stuff in place and Claude as a usable system, not a foggy, I hope I'm doing this right.