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AI Bootcamp (Lesson 3): Tools, Agents, and Structured Output

Part of the Latticework AI Bootcamp for non-technical investors. In this lesson: we will define a small idea-record JSON schema and test-drive an agentic workflow that leaves behind a clean artifact we can reuse.

Join the Latticework AI Bootcamp and progress at your own pace. Participation is open to members and paid subscribers.

A note before we begin: This is the third lesson in a 16-lesson self-paced course. I did every lesson on the same tools, with the same constraints, that you will use. Some lessons will land cleanly. Some will lead to dead ends and need rework.

If you are catching up, here is what came before this lesson:

  • Intro: Build Your Own Investment Idea Engine

  • Lesson 1: How LLMs Work, and How to Defend Against Hallucinations

  • Lesson 2: Prompt Patterns That Outperform Casual Prompting


We are building an idea engine, so the next step is to make our workflow agent-friendly and our outputs machine-readable. This way, we can reuse them, validate them, and eventually automate them.

Why This Matters for Investors

When we evaluate investment ideas, we accumulate small facts and judgments: what the business does, why it surfaced, what could break the thesis, what we need to verify next. If those notes live only as free-form prose, they do not travel well. We cannot reliably sort, compare, or feed them into a sheet, dashboard, or follow-up workflow.

Agents and structured outputs are how we close that gap. An agent is simply a model that can use tools, read and write files, and show its work. Structured output is what makes the result reusable, not just readable.

Let’s launch into today’s lesson.

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