David Shaner and Taylor Cotner spend this episode of Redacted screen-sharing everything they've built since the last one, and it centers on a framework David calls the AI-ification engine, an eight-stage method for turning any proven business process into something an AI agent can reliably run. He walks through the full pipeline, from process mapping through ongoing evaluation, and demos a new ClickUp documentation format the team built to keep every automation legible to both people and models.

Taylor takes the second half to show how he rebuilt Offline's business development system from the ground up, using a single extended Claude conversation to reconstruct years of relationship history from his email and texts, then turning it into a repeatable five-phase playbook that can research a brand-new target company from a cold start.

The conversation covers the practical side of running AI in production, too, why they dropped a synced database in favor of calling the HubSpot API directly with whitelisted fields, and an honest, unresolved discussion of how to evaluate dozens of different AI-run processes once they're all live.

Timestamps
00:00 Cold open

00:41 Welcome back to Redacted

01:53 Taylor's back from two weeks in Europe

02:15 The new "AI-ification engine" board in ClickUp

03:05 Offline's marketplace of auto-updating Claude skills

06:50 Origin story of the AI-ification engine

08:25 The 8 stages, back to back

11:30 The hiring analogy: "This is like HR for AI"

14:40 Inside the "house format" ClickUp table

16:00 Ditching the proxy database for direct HubSpot calls

18:05 Old-school SOPs vs. the new house format

20:10 Walking the company-as-lead process step by step

24:10 Why the old nested-SOP approach never got followed

29:30 Handoff: Taylor's turn

29:55 Offline's accountability chart and the visionary/integrator split

32:05 Digging up the original Claude chat that started it all

34:05 The first draft was terrible
36:50 Timeline artifact and Claude for Chrome doing the research

37:50 The five-phase business development playbook

40:00 Slotting the BD system into the AI-ification board

45:35 The hardest open question: evaluating 50 agent processes

47:00 Show notes, GitHub repo, and where to find David and Taylor

47:50 What Redacted looks for in a guest

Show notes from the episode: https://github.com/instanttaylor/redacted-podcast

Where to Find David:
LinkedIn: https://www.linkedin.com/in/davidshaner/

Where to Find Taylor:
LinkedIn: https://www.linkedin.com/in/taylorcotner/

More about Offline: https://www.linkedin.com/company/offline-media-inc-/

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This episode of Redacted is hosted by David Shaner and Taylor Cotner, and presented and produced by NC Tweener Fund.

We couldn’t share posts like this without our amazing sponsors:

Platinum:
NC IDEA: https://ncidea.org

Gold Sponsors:
- Balentine: https://www.balentine.com/triangle-entrepreneurs
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Silver Sponsors:
- Automated Consulting Group: https://automated.co
- Bank of America: https://business.bofa.com/en-us/content/technology-industry-group.html

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