AI Automation Types

Two ways to put AI to work. You in the conversation, or the work on its own.

MODE ONE
Automation in chat
Write the journal reader for closed trades.
Done. Each closed trade becomes one row in the sheet.
Ship it.
Human in the loop, on every step.
→
MODE TWO
Automation via agents
Trade closes → Agent → Sheet updated
Timer → Agent → Cockpit refreshed
Triggered by events, running on its own.

Same model, two postures

The engine is the same, a model that reasons and can call tools. What changes is who starts it and who stays on the wheel.

MODE ONE, IN CHAT

You guide the model

In a conversation with Claude Code or ChatGPT, you describe the goal and it produces code, scripts, analysis. You read, you correct, you approve. The human is in the loop on every step.

Fastest to build Full control
MODE TWO, VIA AGENTS

The work runs itself

An event fires and the workflow wakes. It reads context, decides inside its rules, calls its tools, writes the result. You set the guardrails once, then check the output, not the steps.

Runs unattended Event driven

One trade journal, both ways

The same real automation shows the difference. First you build it in chat. Then it runs on its own, every time a trade closes.

Build in chat
MODE ONE

You ask for the reader that turns a closed trade into a row. The AI drafts it, you run it on real trades, you approve the version.

You describe the mapping AI writes and wires the code You approve, it ships
→
Runs as agent
MODE TWO

The same code now waits for the event. A trade closes, the agent reads it, writes the row, refreshes the dashboard. No prompt needed.

Trade closes, event fires Agent writes the row Dashboard live, unattended

Pick a mode, look inside

The same anatomy, told two ways. Start in the chat, then watch it run alone.

Automation in chat → Automation via agents
AI Automation Automation In Chat Automation Via Agents