OpenClaw Master Guide

Build 5+ Production AI Agents in 30 Days — No Coding Required

You Don't Need to Be Technical. You Just Need to Be Willing.

AI agents aren't just for engineers anymore. OpenClaw lets you build powerful automation without writing a single line of code.

If you can use Slack, you can build an AI agent.

This guide walks you through it step-by-step — no technical background required.

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// WHY THIS GUIDE?

You're busy. You don't have time to learn programming just to automate your work. But you also don't want to feel left behind as AI transforms everything.

Here's the thing: You don't need to understand how AI works under the hood. You just need to know how to use it.

This guide is for you if:

OpenClaw makes AI accessible. It's designed for busy professionals like you — not engineers.

In this guide, I'll show you exactly how to set up AI agents that work for you, even if you've never written code.

// WHAT IS OPENCLAW?

OpenClaw is an open-source AI assistant framework that runs locally on your machine. Think of it as having a digital chief of staff that:

It's not a chatbot. It's an autonomous agent that works when you don't.

What OpenClaw Is NOT

  • Not a SaaS subscription you rent
  • Not a black box you can't inspect
  • Not just for developers

What OpenClaw IS

  • Open source (you own it)
  • Runs locally (your data stays yours)
  • Customizable to YOUR workflows
  • Free to run (just pay for API tokens)

// MODULE 1: FOUNDATION

Goal: Get OpenClaw running + your first working agent

Step 1: Installation & Setup

OpenClaw runs on Mac, Linux, or Raspberry Pi. Here's the quickstart:

# Clone the repo
git clone https://github.com/openclaw/openclaw.git
cd openclaw

# Install dependencies
npm install

# Run the setup
npm run setup

Step 2: Understanding Agents vs Sub-Agents

Agents = Independent workers with their own personality and memory
Sub-Agents = Task-specific helpers spawned by your main agent

Think of it like:

Step 3: Your First Agent — Daily Briefing

This is the simplest starting point. Your agent sends you a daily summary of what matters.

The prompt (copy and paste this):

You are my Personal AI Assistant. Every morning at 8am, review my calendar, tasks, and any important updates. Then provide a brief, actionable summary covering:

  1. Top 3 priorities for today
  2. Any meetings that need preparation
  3. Follow-ups or replies I might be missing

Keep it short, clear, and actionable. Format as a bullet list.

That's it. Paste that into your agent's configuration, and every morning you'll wake up to a personalized briefing. No coding required.

Step 4: Workspace Organization

OpenClaw uses a workspace with personality files:

Step 5: Model Selection

OpenClaw supports multiple models. Here's the cheat sheet:

Use Case Model Cost
Quick tasks, reminders GPT-4o Mini $0.15/1M tokens
Complex reasoning Sonnet 3.5 $3/1M tokens
Best quality GPT-4o $15/1M tokens

Pro tip: Start cheap, upgrade only when needed.

// MODULE 2: CS AUTOMATION

Goal: Build agents that prevent churn

Use Case 1: Weekly At-Risk Customer Check-Ins

This agent proactively reaches out to customers showing warning signs.

Setup:

  1. Define your "at-risk" criteria (health score, NPS drop, support volume)
  2. Connect to your CRM (Salesforce, HubSpot, Gainsight)
  3. Set up weekly cron job
  4. Agent generates personalized outreach

Use Case 2: Renewal Reminder Automation

Never miss a renewal again. This agent tracks:

Use Case 3: Escalation Monitoring

Pull data from Zendesk, Intercom, or your support desk. Alert you when:

Use Case 4: Customer Health Score Tracking

Build a composite health score from multiple signals:

Your agent updates this daily and flags changes.

Template: Customer Success Agent SOUL.md

# CS Agent SOUL

## Persona
You are a proactive Customer Success partner. 
You care about our customers' success.

## Values
- Prevent churn before it happens
- Always look for expansion opportunities
- Be helpful, not pushy
- Data-driven decisions

## Behavior
- Start conversations with actionable insights
- Always include next steps
- Escalate early when something feels off

// MODULE 3: REVENUE WORKFLOWS

Goal: Build agents that drive pipeline velocity

Use Case 1: Daily Pipeline Review Agent

Every morning, get a digest of:

Use Case 2: Lead Enrichment Automation

When a new lead comes in, your agent:

  1. Pulls LinkedIn profile
  2. Finds company news
  3. Checks for mutual connections
  4. Generates personalized first-touch email

Use Case 3: Deal Stage Alerts

Connect to Slack/Telegram. Get instant notifications when:

Use Case 4: Competitive Intel Monitoring

Your agent scrapes X, Reddit, and news for competitor mentions:

// MODULE 4: ADVANCED PATTERNS

Goal: Multi-agent orchestration + custom workflows

Sub-Agent Architecture

When to spawn a sub-agent vs. direct execution:

Task Type Approach
Quick one-off (lookup, format) Direct execution
Complex multi-step Sub-agent
Specialized skill Sub-agent
Ongoing role Full agent

Memory Management

Building Custom Skills

Skills are reusable tool sets. Example: A "weather" skill that fetches forecasts.

Cost Management

Security Best Practices

// WHAT'S NEXT?

This guide is your starting point. To go deeper:

  1. Join the OpenClaw community — discord.gg/openclaw
  2. Get the full course — More modules, templates, video walkthroughs
  3. Build your first agent — Start with the check-in reminder above

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