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2026-07-16
3개 영상
2026-07-16 06:02 생성
Get started on @attioCRM today for FREE! #AttioPartner
Nicholas Puru 2026-07-16
Get started on @attioCRM today for FREE! #AttioPartner
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핵심 요약

기존 CRM은 단순 이름 목록이라 AI가 써먹을 데이터가 없는데, Attio로 옮기면 이탈하려는 고객을 매일 아침 바로 캐치해준다. 딜레이된 계약이나 답장 안 한 메시지를 감지해서 개인화된 윈백 이메일까지 알아서 써주니 고객 떠나기 전에 잡을 수 있다. 게다가 Attio MCP를 통해 Claude랑 연동되니까 통화 전에 실시간 고객 정보도 바로 땡겨올 수 있다.

주요 포인트

  • 기존 CRM은 단순 이름 목록이라 AI가 제대로 굴러갈 데이터가 없음
  • Attio는 진행 멈춘 딜이나 답장 안 한 메시지 등 놓치기 쉬운 이탈 징후를 매일 아침 보여줌
  • 이탈 조짐이 보이면 상황에 딱 맞춘 개인화된 윈백(Win-back) 이메일을 자동으로 작성해줌
  • Attio MCP로 Claude와 다이렉트 연동돼서 미팅 전에 Deal 규모나 이전 대화 같은 실시간 데이터를 바로 불러옴
  • 댓글로 "need"라고 달면 시작할 수 있는 무료 링크를 보내줌
My AI system just stopped me from losing a client. Check this out. So, your CRM, it's just a list of names, so your AI, it has nothing real to work with. But, I just moved my entire pipeline into Atio, and now every single morning, it shows me which clients are quietly slipping away. So, the deals that stalled, the messages [music] that I never answered, and the follow-ups that I have dropped. And then from there, it writes the win-back email for me, already personalized to the exact deal that just went quiet. So, instead of hearing a client left after they're already gone, I catch it while I can still save them. [music] And it plugs right into Claude via Atio MCP. So, before any call, I just ask Atio what I need to know, and it pulls a live picture of the customer from Atio. So, the deal size, [music] the last conversation, and where things actually stand. Just comment "need" and I'll send you a link to get started.
Your Mega-Prompt Is Making GPT-5.6 Worse
Dylan Davis 2026-07-16
Your Mega-Prompt Is Making GPT-5.6 Worse
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핵심 요약

수개월 동안 공들여 만든 복잡한 메가 프롬프트가 GPT 5.6 같은 최신 AI 모델에서는 오히려 성능을 깎아먹는 주범이라는 내용이다. 최신 모델들은 스스로 최선의 해결 경로를 찾도록 훈련되어서, 인간이 일일이 세부 단계를 지시하면 대가리를 굳게 만들어 평균적인 결과만 나온다. 이제는 구구절절한 과정 설명은 치우고 최종 목적지와 결과물을 받아볼 대상에만 집중해서 프롬프트를 짜야 성능이 제대로 나온다.

주요 포인트

  • 페르소나나 15개가 넘는 세부 지침을 넣은 거대 프롬프트는 최신 GPT 5.6의 아웃풋을 오히려 구리게 만듦
  • 똑똑한 최신 모델에 일일이 단계를 지시하는 건 최고의 경로 대신 평균적인 과정만 따르도록 강요하는 꼴임
  • 해결책의 핵심은 세부 프로세스(과정)가 아니라 최종적으로 얻고 싶은 결과(목적지)와 독자를 명확히 하는 것임
  • OpenAI 공식 가이드에서도 이전 방식의 프롬프팅 조언들과 상반되는 새로운 최신 모델용 지침을 발표함
That big detailed prompt you've been refining for months, that has a persona for the AI, maybe 15 instructions or a step-by-step recipe, that's quietly making GPT 5.6's output worse, not neutral, worse. And here's why. OpenAI just published their official prompting guide and it contradicts most of the advice from the last year. The newest models are trained to figure out the best path on their own. When you spell out every single step, you're forcing a smart model to follow an average process instead of the best one. If you're new here, I'm Dylan. I run an AI consultancy. And I see these oversized prompts costing clients hours every single week. The fix is five parts. I'll walk you through all five and build a real prompt with you piece by piece so you can rebuild your most used prompt in about 10 minutes. And this is Rocky. Let's get into it, internet. So here's the blog post that OpenAI just published only a few days ago. And in this blog post, it covers the different prompting tactics that are relevant for their newest model, GPT 5.6. All different sizes, small, medium, and large. And most people have no idea this blog post was even published and very rarely do they read it. And my goal is to synthesize this blog post into five critical tactics that you can apply to prompting this model going forward. And many of these tactics are actually applicable to newer generation models such as Fable 5 as well. And to make sure that these tactics are concrete, I'm going to walk you through a single example along the way, but note this is just an example of me being able to convey something to you. You can apply these tactics to any type of prompting or any type of use case. So our example here is taking a meeting transcript from a client and converting that into a status update for that client. And doing it with the best practices for GPT 5.6 specifically. Now, the very first tactic is something I've talked about quite a lot in the past and it applies to all new generation models, which is instead of focusing on the steps, the processes, and the recipe of your prompt, you need to focus on the destination. Because many prompts in the past, the older prompts for the older models, they tend to include a lot of steps inside of the instructions Saying, do this, then do that, then do this, then do that. This is constraining on these really intelligent models. We're getting in their way because oftentimes, there's way more steps than just the four we've listed there. There's likely 40 if not 100 steps AI has to take, micro and macro, to achieve the task at hand. And it often knows a more effective path to that destination. We may give it path A, but path B may get us there much faster, but also at higher quality. So, what we want to focus on is what we want in the end. So, focus on the destination, not the process. And the way that we can do this is by simply specifying the outcome and the audience if the audience is relevant. So, let me show you a simple example here. So, the first prompt here is a bad prompt. It's talking about the old way of prompting. We've listed out all the steps here. We said, I want you to summarize the transcript. First, read through it, then pull out the key points, then organize it for me, and then write a summary. Quick pause. If you're enjoying this, you're going to enjoy two other things. First off, below is a 30-day AI insights series, completely free. You'll get 30 insights in your inbox of how you can apply AI to your business and your work. The second thing is if you'd like to work with me, below are a series of offerings to see if there's a good fit between the two of us. Now, let's get back to the video. All of this is unnecessary now. Instead, what we can do is we can specify simply the outcome and the audience. So, here in our case, where we're taking a meeting transcript and putting it to a client status update, here we're saying, I want you to turn this meeting transcript into a short status update for my client. Put the decisions and next steps first. So, the two things we called out here are the outcome, so this is a status update, and then the client is the audience. And we even then added at the back half some preferences on what we want the structure look like for that outcome. So, we weren't specific on the steps, we were specific on how the outcome should look and what good looks like. And that point right there on what good looks like is a critical thing to add as well if you can. So, if you have an output that looks good, you can share that with the AI, it'll quickly get to that destination for you. Now, a quick caveat I'll add to this tactic is that sometimes the steps do matter. It's very rare that it does, but sometimes it does. So, if you're doing something in relation to audits or compliance, then you may need to actually specify to the AI certain steps it needs to take in which order because the output itself is the deliverable. Because you're going to use this log 
Claude just changed tax season forever
Nicholas Puru 2026-07-16
Claude just changed tax season forever
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핵심 요약

회계 자동화 AI 솔루션인 'Kwana'가 출시되어 세무 및 회계 업무 방식을 혁신적으로 바꿨다. 기존 소프트웨어와 연동되어 데이터 입력, 문서 분류 등 귀찮은 수작업을 자동으로 처리해 주며, 사람이 최종 승인해야만 전송되므로 안전하다.

주요 포인트

  • 기존 회계 소프트웨어(QuickBooks 등)에 직접 연동되어 스케줄에 맞춰 귀찮은 노가다 작업을 알아서 처리함.
  • 클라이언트의 장부가 마감되면 즉시 월말 보고서를 작성하고 변동성이 큰 항목(10% 이상)을 자동으로 감지함.
  • 쏟아지는 문서를 알아서 읽고 알맞은 클라이언트와 엔티티 밑으로 분류하며, 세금 신고 전에 잘못된 숫자를 잡아냄.
  • 보통 5일씩 걸리던 업무를 오전 9시 전에 끝내주며, 사람이 승인하기 전에는 절대 발송되지 않아 규정을 준수함.
  • 비싼 전문 인력이 단순 입력 업무에서 벗어나 3~5배 더 가치 있는 자문 업무에 집중할 수 있게 만듦.
Kwana has just changed accounting forever. It now plugs straight into the software that your firm already runs. So, QuickBooks, your tax software, and it actually does the grunt work on a schedule instead of just chatting about [music] it. Right now, your most expensive people are doing work that a junior should be. So, rekeying numbers, chasing documents at 11:00 p.m., and you cannot hire your way out because the talent is not there. So, now every single partner stuck on compliance is advisory work that you will never bill. And that's the stuff that's worth three to five times more. On top of that, you've probably tried AI for this before, but every single tool does one thing and it leaves you juggling five different [music] logins. This, however, runs the whole process for you. So, the moment that your client's books close, Kwana builds the month-end report and it flags anything that moved more than 10%. It also reads every document that floods in and it files it under the right client and entity. It even catches the bad numbers before they hit a return. So, work that used to eat five days a client now lands before 9:00 a.m. and it is safe and compliant. It drafts, it [music] never sends, and nothing leaves your firm until a person approves it. It's literally a senior hire's worth of capacity without the senior hire. If you want the free setup guide, just comment "need" and I'll send it over to you.