Personalize AI to Capture Proprietary Data and Gain Competitive Advantage - Episode Hero Image

Personalize AI to Capture Proprietary Data and Gain Competitive Advantage

Original Title:

TL;DR

  • Personalizing AI by capturing proprietary unstructured data (Domain Expertise, Approach, Talent, Accomplishments) enables businesses to produce higher quality, original work in less time, moving beyond generic outputs that risk industry homogenization.
  • Building custom AI assistants around common tasks and roles, trained on a company's unique knowledge base, transforms generic tools into specialized solutions that reduce repetitive setup and increase trust in AI-generated outputs.
  • Implementing AI-powered knowledge management and enterprise search tools consolidates scattered internal information, making proprietary data accessible and actionable, thereby reducing reliance on generic AI training data.
  • Dynamic data sources and recurring verification processes are critical for maintaining trust in personalized AI systems, preventing outdated information from undermining the value of custom assistants and knowledge bases.
  • Automating workflows with AI, particularly within integrated platforms like Google Workspace Studio, streamlines multi-step processes and allows businesses to create custom AI-powered solutions without extensive technical expertise.
  • Leveraging voice for capturing domain expertise and internal knowledge accelerates data collection and ensures more natural, authentic language is incorporated into AI personalization efforts.

Deep Dive

The core argument is that generic AI outputs are becoming a liability, forcing businesses to adopt AI personalization to create original, high-quality work that stands out. This shift moves beyond using AI as a mere efficiency shortcut to leveraging it as a strategic tool that requires human expertise to refine and customize. The implication is that businesses that fail to personalize AI risk sounding indistinguishable from competitors, diminishing their value and potentially their long-term survival in an increasingly AI-saturated market.

The process of personalizing AI for business involves three key stages: capturing and collecting proprietary data, understanding and organizing this data into a usable format, and then actively creating and automating with the personalized AI. The first step, capturing and collecting, emphasizes improving the "ingredients" fed into AI models by gathering existing business documents, technical support materials, sales decks, and crucially, distilling unstructured data into four categories: Domain Expertise (unique insights), Approach (methodologies and frameworks), Talent (natural strengths and testimonials), and Accomplishments (real-world experiences and lessons learned). This collected data forms the foundation for personalized AI.

The second stage, understanding, involves organizing this captured information into accessible formats. This can be achieved through AI-powered knowledge management and enterprise search platforms like Guru, Glean, and Coveo, which connect disparate data sources (like Google Drive and Slack) to answer queries with cited sources. Tools like NotebookLM are particularly valuable for creating focused resource hubs, grounding AI responses strictly in provided documents and offering a higher capacity for data aggregation than custom GPTs or Gems. This stage ensures that the AI has a reliable and specific knowledge base to draw from, preventing it from generating generic or inaccurate information.

The final stage, doing and creating, focuses on applying personalized AI to specific tasks and workflows. This includes using custom AI assistants (like custom GPTs or Gems) to scale expertise, generate content, and automate processes. For instance, Google Workspace Studio allows users to describe desired workflows, such as automating social media copy generation after a blog post is published, integrating deeply with existing Google tools and potentially other platforms like Salesforce and Asana. This stage underscores that AI personalization is not about replacing human input but about augmenting it, enabling professionals to produce higher-quality, more authentic work more efficiently, thereby increasing their value.

The second-order implication of this entire process is a fundamental shift in how businesses operate and how professionals are valued. By moving beyond generic AI outputs, companies can differentiate themselves and build trust through content that is demonstrably rooted in their unique expertise and experience. This personalizing strategy is crucial for survival, as it allows businesses to stand out in a crowded market and positions individuals as indispensable assets by enabling them to consistently produce exceptional work that surpasses what generic AI can offer. It transforms AI from a potential threat to a powerful enabler of competitive advantage and professional relevance.

Action Items

  • Create a D.A.T.A. framework: Document domain expertise, approach, talent, and accomplishments for 3 core business functions.
  • Build 2-3 custom AI assistants: Focus on automating repetitive tasks identified in the D.A.T.A. framework.
  • Implement a knowledge management system: Connect 5-10 disparate data sources (e.g., Google Drive, Slack) for unified AI querying.
  • Draft a verification protocol: Define a schedule for reviewing AI-generated outputs for 3 critical knowledge areas.
  • Evaluate 2-3 AI transcription tools: Select one for capturing internal meetings and subject matter expert interviews.

Key Quotes

"The default approach to AI in business today is to use it like a shortcut. Everybody is so laser-focused on efficiency, using it to produce more in less time with the least amount of effort, to churn more things out. I do think it is a bit of a short-sighted approach."

Taylor Radey argues that businesses often misuse AI by solely focusing on efficiency and speed, treating it as a shortcut. This approach, Radey explains, is short-sighted because it overlooks the potential for AI to produce more strategic and higher-quality outcomes.


"My concern is that this race to do less is going to lead a lot of companies straight into the trap of looking and sounding like everybody else. The reality is that good enough is no longer good enough. Good enough has become so accessible and so attainable that marketing professionals, sales people, brands, businesses, we actually have to be better in order to stand out."

Radey expresses concern that an overemphasis on efficiency with AI will cause businesses to become indistinguishable from their competitors. She emphasizes that in an era where "good enough" is easily achievable with AI, true differentiation requires a commitment to producing superior work.


"Second, you're going to produce work that is actually original and authentic to your business, and so that is going to be unique. It's going to, like I said, stand out, especially in a world that is going to be becoming increasingly cluttered with generic AI content."

Taylor Radey highlights that personalizing AI enables businesses to generate content that is uniquely their own. This originality is crucial for standing out in a market increasingly saturated with generic AI-generated material.


"So D.A.T.A. D is Domain Expertise. That is the deep insight you have after spending years in a given field. Some things to think about here are: what do experts in your field know that beginners or novices maybe don't? What do outsiders tend to get wrong about your space? How can you tell if a piece of content has been written by a true expert versus an outsider?"

Radey defines "Domain Expertise" as a key component of personalizing AI, emphasizing the unique knowledge held by experts. She suggests probing questions to help identify this specialized insight, distinguishing it from general knowledge that AI models might already possess.


"The first place that I encourage people to start is to capture and collect all that stuff. So you need to collect all the files and the documents that you already have in your business that might be technical support documents, product descriptions, existing marketing content, sales pitch decks, proposals, strategy documents, whatever it is."

Taylor Radey advises that the initial step in personalizing AI is to gather existing business documentation. She lists various types of internal documents, such as support materials and marketing content, as valuable resources for this collection process.


"The real value is it grounds all of its answers in the sources you provide. So similar to that kind of knowledge management that I talked about earlier, but instead of pulling across all of these systems, you're assigning specific sources to a notebook, and the answers are going to be grounded in those specific files that you've designated."

Radey explains the core functionality of NotebookLM, stating that its primary value lies in grounding AI-generated answers in user-provided sources. She contrasts this with other knowledge management systems by highlighting that NotebookLM focuses on specific designated files rather than broad system integration.

Resources

External Resources

Books

  • "The Harry Potter series" - Mentioned as an example of content that could fit within a large context window.
  • "The work of Sherlock Holmes" - Mentioned as an example of content that could fit within a large context window.
  • "War and Peace" - Mentioned as an example of content that could fit within a large context window.

Articles & Papers

  • "Growth Curve" - Mentioned as Taylor Radley's AI newsletter.

People

  • Taylor Radley - Director of Research at SmarterX, instructor in their AI Academy, and author of the "Growth Curve" newsletter.
  • Paul Reder - Founder of PR 2020 and the Marketing AI Institute.
  • Michael Stelzner - Host of the AI Explored podcast and founder of Social Media Examiner.

Organizations & Institutions

  • SmarterX - An offshoot of the Marketing AI Institute where Taylor Radley is the Director of Research.
  • Marketing AI Institute - Organization associated with SmarterX and Paul Reder.
  • PR 2020 - HubSpot's first partner agency where Taylor Radley previously worked.
  • HubSpot - Mentioned as a platform clients were getting set up on for the first time.
  • Social Media Examiner - The organization that produces the AI Explored podcast.

Websites & Online Resources

  • socialmediaexaminer.com/ai - Website to visit for AI transformation and the AI Business Society.
  • taylorradi.com/sme - Website to find Taylor Radley's newsletter and other resources.
  • aibusinessworldlive.com - Website to register for AI Business World and save on tickets.
  • getguru.com - Website for Guru, an enterprise search and knowledge management platform.

Other Resources

  • AI Business Society - Offers live training with experts for AI marketing.
  • AI Explored Podcast - Podcast hosted by Michael Stelzner about putting AI to work.
  • AI Business World - An event offering training for AI-enhanced marketers.
  • Gemini - An AI model mentioned for its large context window capabilities.
  • Claude - An AI model mentioned for its large context window capabilities.
  • ChatGPT - A generative AI large language model.
  • Custom GPTs - AI assistants that can be built around specific tasks or roles.
  • Gems - AI assistants that can be built around specific tasks or roles, particularly within Google's ecosystem.
  • Otter - A meeting transcription tool.
  • Fireflies - An AI assistant that can join Zoom meetings and provide insights.
  • Descript - A tool for editing audio and video by editing transcripts.
  • NotebookLM - A research and learning tool by Google that grounds answers in provided sources.
  • Guru - An enterprise search and knowledge management platform that can create knowledge agents.
  • Memory Ops - The concept of a corporate memory layer or operating system.
  • Grammarly - A tool that checks spelling and grammar, with added tone and style validation.
  • Writer - A tool that can power sophisticated multi-step workflows for creating content.
  • Google Workspace Studio - A new tool for building automated workflows within Google Workspace.
  • Opal - An experimental tool from Google for creating custom AI mini-apps.
  • Kobo - An enterprise-grade knowledge management and enterprise search platform with external chat capabilities.

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