theCommons Academy

Free session artifact

The HOZ Map + First-Agent Card

This filled-in example is exactly what you walk out of the free Demystifier session holding — your own version, completed on your own workflow.

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HOZ Map + First-Agent Card

Worked example — Independent consultant, one week of work

Filled in during your session

Part A

HOZ Map — sort the week

Never AI

Stays Human

Judgment, relationship, risk

  • Scope decisions on new engagements

  • Final client-facing sign-off

  • Pricing changes & discount calls

  • Relationship repair after a miss

AI drafts, human approves

AI-Assisted

You keep the final call

  • Proposal drafting from a discovery call

    Pain4Effort3

  • Client email triage & suggested replies

    Pain3Effort2

  • Invoicing reminders (drafted, you send)

    Pain2Effort2

AI runs, human spot-checks

AI-Owned

Repeatable, low-risk

  • Top pick

    Meeting notes: transcript → summary + actions

    Pain5Effort1

  • Calendar prep briefs the night before

    Pain3Effort2

  • Weekly time-log rollups for invoicing

    Pain2Effort1

Pain 1–5 = how much it costs you today. Effort 1–5 = how hard the agent is to build. Top pick = high pain, low effort.

Part B

First-Agent Card — the circled pick

Circled item

Meeting-notes agent — transcript → summary + action items

Pain5Effort1

Sees

Raw Zoom transcripts and calendar invites for internal & client calls.

Does

Extracts decisions, open questions, and owner-tagged action items.

Ships

A 200-word recap + a clean action list, drafted into your notes app within 5 minutes of the call ending.

Stays Human

Never sends the recap to the client. You review, edit, and hit send yourself.

30-Day Plan

  1. Week 1 — Set guardrails: which calls, which folder, what never leaves the agent.
  2. Week 2 — Build: prompt, template, output format, integration with your notes app.
  3. Week 3 — Test: run on last week's five calls; compare to your own notes.
  4. Week 4 — Deploy: turn it on for every call; spot-check twice a week.

theCommons Academy · Demystifier session artifact

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