What this toolkit is
Your take-home kit from the Growth Club meetup. Use the menu to go one step at a time.
Welcome
Build your first AI assistant.
Everything from the talk, in one calm place. Start tonight with a Life Manager, your private assistant and coach. In week 3, use the same recipe to build a Business Manager. No coding.
From Life Manager to Business Manager
Learn the recipe on your own life first. Then use it where it pays.
- 1
Tonight: Life Manager
Your private assistant and coach. About 15 minutes to set up.
Start the guide - 2
Week 3: Business Manager
The same recipe, pointed at your business: enquiries, quotes, reviews and posts.
See how to switch - 3
When ready: Always on
An assistant that lives in your messaging app and can message you first.
See the options
Three things to remember
If you only keep three ideas from the talk, keep these.
- 1Start personal.
Build a Life Manager for yourself first. You learn the recipe on low-stakes jobs, then reuse it for your business.
- 2One job, five layers.
Give each assistant one clear job, then fill in its five layers: instructions, knowledge, memory, skills and connectors.
- 3Teach it once, then let it work.
When it gets something wrong, fix its instructions. When a routine works, save it as a skill.
Section 1
Getting Started
Seven steps from no account to a working Life Manager on your phone. Do them tonight while the talk is fresh. By the end you'll know exactly what to do next.
Before you begin
A few simple things help you get the best results from the start.
- Your computer and your phone, both signed in to the same account.
- About 30 minutes. Day 1 itself takes about 15.
- Your goals and your weekly routine in your head. Worksheet 1 helps you write them down.
- An open mind. You don't need to be technical, just curious.
Seven steps tonight
Follow them in order. Each one is short.
- 1
Choose Claude or ChatGPT
2 min- Both work for everything in this toolkit. If you already use one, use that one.
- Pick Claude if you want skills, Gmail and Calendar connectors and scheduled tasks later, all in one app.
- Pick ChatGPT if your team already uses it, or you want Codex for building tools later.
- You can start on the free plan. Connectors and heavier use usually need a paid plan (about €20 a month; check the price in the app).
- 2
Create your account and install the phone app
5 min- Sign up on the website (claude.ai or chatgpt.com) on your computer.
- Install the app on your phone from the App Store or Google Play, and sign in with the same account.
- Everything you build on the computer appears on your phone too.
What you'll see: Phone app sign-in screen
- 3
Create your first Project
1 min- Find Projects in the sidebar and create a new one. Call it Life Manager.
- A Project keeps your assistant's instructions, files and chats together, so it remembers who you are.
- Can't see Projects, or it looks different? See the FAQ: Claude is rolling out a new Projects design.
What you'll see: Sidebar with Projects and the New project button
- 4
Paste the setup prompt and answer its questions
5 min- Copy the Life Manager setup interview from the Prompt Library and paste it into a chat.
- Answer one question at a time. Short answers are fine. Talking into your phone is faster.
- At the end it writes your instructions, an About me file, a Sunday routine and five things to try.
What you'll see: The interview in progress
Copy the setup prompt - 5
Paste the instructions and upload About me
2 min- Copy the instructions it wrote (the part starting "You are...") into the Project's instructions box.
- Save the About me text as a document and upload it to the Project's files. Worksheet 1 helps you write it.
- That's the whole build. Your assistant now has a job, knows you, and has rules.
What you'll see: Project page: instructions box and files area
Open Worksheet 1 - 6
Your first 10 minutes
10 min- Ask the morning check-in: "What's my one priority today?"
- Ask: "Plan my week." Then correct one thing ("Shorter." "Gym is Tuesday and Thursday.").
- Paste the Improve yourself prompt so the correction sticks.
- Open the phone app, go into the Project, tap the mic and ask something out loud.
- 7
Test it in a fresh chat
2 min- Start a new chat inside the Project. This is the real test: a fresh chat only knows what you saved.
- Ask: "What's my name, what are my 3 goals, and what must you never do?"
- If it gets something wrong, fix the instructions or the About me file, not the chat.
What you'll see: New chat inside the Project
What comes next
Once your Life Manager works, the rest builds on it.
- Days 2 to 7: follow the 7-day plan, two minutes a day.
- Week 3: build your Business Manager with the switch prompt and Worksheet 2.
- Any time: browse the ten starter assistants for your next job.
Section 2
Pick a Use Case
Ten starter assistants, five for your life and five for your business. Pick one job, tap through to its prompt, and paste it into your assistant.
Five for your life
Start here. These are your Life Manager's jobs.
- Personal coachKnows your goals and your routine, plans your week and keeps you honest.Get the prompt
- Chief of staffA five-line morning brief: what's on, your one priority, and what you're forgetting.Get the prompt
- Household helperKeeps the family's shared lists: shopping, meals, home jobs and important dates.Get the prompt
- Paperwork explainerTurns a confusing letter, bill or contract into plain English and clear next steps.Get the prompt
- Research scoutChecks the facts before a big purchase or decision, with a link and a date for each claim.Get the prompt
Five for your business
For week 3, once your Life Manager is working.
- Front deskSorts your inbox and drafts replies to enquiries using your own prices and FAQ.Get the prompt
- Social scoutTurns a photo or an idea into Instagram and Facebook captions with local hashtags.Get the prompt
- Review responderAnswers Google, Tripadvisor and Booking reviews in your voice and the reviewer's language.Get the prompt
- Proposal writerTurns call notes into an itemised quote and a warm covering email, using your real prices.Get the prompt
- Meeting prepperPrepares you the evening before a meeting, then writes the recap and follow-up after.Get the prompt
Not sure which one?
Two ways to find your first job.
- Score your repeating jobs in Worksheet 4. The highest score is your first assistant.
- Talk for three minutes with the voice-memo shortcut and let it design up to three assistants for you.
- Want something not on this list? Use the master setup prompt with Worksheet 3.
Section 3
Write Better Prompts
A vague answer usually means a vague question. Five parts turn a vague request into a clear one, and you rarely need all five.
The five-part formula
Role, Context, Task, Format, Rules. Add the part that's missing.
- 1
Role
Who it is“You're my weekly planner and coach.”
- 2
Context
What it needs to know“I work 9 to 5, gym Tue and Thu, my goal is to launch my course.”
- 3
Task
One clear job“Plan my week.”
- 4
Format
What the result looks like“Monday to Sunday, one line per day, one screen.”
- 5
Rules
Limits, and when to ask“Don't book anything. If a day looks overloaded, ask me what to move.”
One part at a time
Each clear version adds just one part of the formula.
- RoleVague
Write a post about our flats.
ClearYou're the social media helper for Casa Azul, two holiday flats in Nerja.
- ContextVague
Plan our dinners this week.
ClearWe're two adults and a child. No fish. Tuesday is a late night at work, so keep it quick.
- TaskVague
Help me with my emails.
ClearSort today's emails into urgent, today, this week and ignore.
- FormatVague
Give me some ideas.
ClearGive me 3 ideas, one line each, easiest first.
- RulesVague
Reply to this customer.
ClearUse only my price list. If a price is missing, write [PRICE TO CONFIRM] instead of guessing.
Vague versus clear, all five parts
Two full examples, one for life and one for business.
Life
Vague
Help me plan my week.
Clear
You're my coach. I work 9 to 5 and train Tuesday and Thursday evenings. My big goal this month is finishing my course outline. Plan my week Monday to Sunday, one line per day, with two 90-minute focus blocks. Don't move my gym sessions. If a day looks too full, ask me what to drop.
It knows who to be, your fixed points, the one goal, the shape of the answer and the limits.
Business
Vague
Write a reply to this customer.
Clear
You're the front desk for Casa Azul, two holiday flats in Nerja. Reply to this enquiry [paste]. Use only the prices and FAQ in my knowledge file. Reply in the customer's language, under 120 words, ending with one clear next step. If the answer isn't in my files, write "Let me check and come back to you" and flag it under "Check:".
It can't invent prices, it matches your voice and length, and it tells you what to check.
Quick fixes when the answer is off
Say one of these in the same chat.
- Too long"Five lines max."
- Too generic"Use my About me file."
- Made something up"Only use my files. Say 'I don't know' when it's missing."
- Wrong tone"Warmer, like the examples in my file."
- Same mistake twicePaste the Improve yourself prompt.
Make the fix stick
Paste this after any mistake, so it rewrites its own instructions.
Improve yourself
That wasn't quite right. Here's what I wanted instead: [describe]. Rewrite your instructions so you get this right every time, and show me only the changed lines.
Section 4
Set Up Your Assistant
Every assistant is built the same way: one job and five layers. Build your Life Manager first, then point the same recipe at your business.
The five layers
Put each thing in the right layer and it stops forgetting.
- 1Instructions · Who it is
The Project's instructions box
Life: "You're my assistant and coach. Keep me on track."
Business: "You answer our customers. Warm and short." - 2Knowledge · What it knows
Files you upload to the Project
Life: My goals, routines, people who matter
Business: Prices, FAQ, three great past replies - 3Memory · Learns as it goes
Builds as you chat (check memory is on in settings)
Life: "I train Tuesdays and Thursdays."
Business: "This client prefers WhatsApp." - 4Skills · How you do things
Saved skills, or a Routines section in your instructions
Life: "Plan my week the way I like it."
Business: "Write a quote the way we always do." - 5Connectors · Keys to the office
Settings › Connectors (Gmail, Calendar, Drive)
Life: "What's on tomorrow?"
Business: "Draft replies to today's enquiries."
Step 1 · Life Manager
Tonight. Your private assistant and coach.
- Create a Project called Life Manager.
- Paste the setup interview below and answer its questions, one at a time.
- Paste the instructions it writes into the Project, and upload your About me file. Worksheet 1 helps.
- Test it in a fresh chat inside the Project.
Life Manager setup interview
Help me build my own personal AI assistant. Interview me one question at a time, with an example answer for each. Max 10 questions. Find out: - What I want to call it and how it should talk to me (coach, friendly, straight to the point). - My goals for this year, at work and in life. - My weekly routine: work hours, exercise, family time, fixed commitments. - The people who matter and anything to remember about them (birthdays, preferences). - What I keep forgetting or putting off. - What I want help with every day, and every week. - What it must never do (send things, book things, share my private info). Then write: A) Instructions to paste into a Project, written as "You are...". It drafts and never sends, and it asks me when unsure. B) An "About me" file to upload. C) A weekly review routine I can run every Sunday. D) Five things to ask it tomorrow morning.
Step 2 · Business Manager
Week 3. The same recipe, pointed at your business.
- Fill in Worksheet 2 (your business facts) and Worksheet 4 (what to automate).
- Paste the switch prompt below, then create a second Project called Business Manager.
- Upload your Business knowledge file.
- Test it on 3 real enquiries. You send, it drafts.
Business Manager setup (the switch)
You know how my personal assistant works. Now help me build the same thing for my business. Interview me one question at a time, with an example answer for each. Max 8 questions. Find out: - My business: what we sell, where, and our opening hours. - My customers: who they are and what they usually ask. - My services and prices, and my FAQ. - My policies: bookings, cancellations, refunds. - My tone of voice and languages (for example English and Spanish). - The ONE recurring job I want help with first. - What it must never do (send things, promise discounts, confirm dates, share customer data). Then write: A) Project instructions written as "You are...". It drafts and never sends, uses only facts from my files, and asks me when unsure. B) A "Business knowledge" file to upload: services and prices, FAQ, policies, tone of voice, and space for 3 great past replies. C) Three test tasks I can try straight away.
Any other assistant
The same recipe works for any job, life or business.
- Plan it on one page with Worksheet 3: its one job, what it owns, and when it must stop and ask.
- Paste the master setup prompt and say "Use my plan."
- Not sure what to build? Try the voice-memo shortcut.
How much should it be allowed to do?
Climb one level at a time. Most people stop at Draft.
- 1
Level 1 · Read
"What's on tomorrow?"
Start here - 2
Level 2 · Draft
"Draft replies for me."
Most people stop here - 3
Level 3 · Act with approval
"Book it after I say yes."
Only when you trust it - 4
Level 4 · Act alone
"Not yet. Probably not for email."
Not yet
Section 5
Put It to Work
Routines that run the same way every time. Each workflow starts with a trigger and ends with you: the assistant prepares, you decide.
Six workflows
Three for life and three for business. Copy the prompt to start each one.
Morning brief
LifeTrigger07:30, or when you open the app
It does
- Reads today's calendar (if connected)
- Checks your goals and open promises
- Spots anything you're forgetting
You getA five-line brief with one priority
Your jobPick the one priority. Correct anything wrong.
Prompt to start it
Morning. What's on today, what's my one priority, and what am I forgetting? If my calendar is connected, check it. Keep it to five lines.
Weekly plan
LifeTriggerSunday evening or Monday 08:00
It does
- Lists fixed commitments day by day
- Picks your top 3 from your goals
- Adds two focus blocks, health and people
You getMonday to Sunday on one screen
Your jobMove or drop what won't fit. Say yes.
Prompt to start it
Plan my week. 1. My fixed commitments, day by day (from my calendar if it's connected, otherwise ask me). 2. My top 3 priorities for the week, linked to my goals. 3. Two focus blocks for the most important work, with suggested times. 4. One thing for my health and one for the people I love. 5. What I should say no to, or move. Show it as Monday to Sunday, one line per day. Keep it to one screen.
Sunday review
LifeTriggerSunday, 10 minutes
It does
- Looks back at the week's chats and calendar
- Names what went well and what slipped
- Sets up next week's top 3
You getReview, next week's plan and one question
Your jobAnswer the question honestly. Approve the plan.
Prompt to start it
Run my Sunday review: 1. What went well this week (from our chats and my calendar, if connected). 2. What slipped, and why, in one line each. 3. Next week: fixed commitments, my top 3 priorities, one thing for my health, one for the people I love. 4. One question to make me think. Keep it to one screen. Be honest, be kind.
Enquiry reply
BusinessTriggerA new customer email or message
It does
- Labels it: booking, question, complaint or spam
- Checks your FAQ and prices
- Drafts a reply in the customer's language
You getA draft reply plus a "Check:" note
Your jobCheck the note, edit if needed, and send it yourself.
Prompt to start it
Here are today's emails: [paste them, or read my inbox if it's connected]. 1. Sort each one into URGENT / TODAY / THIS WEEK / IGNORE, with a one-line reason. 2. For everything that needs a reply, write a short draft in my voice. 3. List any promises I made that are still open. Draft only. Don't send, delete or archive anything. If nothing is important, say "All clear" in one line.
Weekly report
BusinessTriggerFriday afternoon
It does
- Reads the week's chats, notes and enquiries
- Counts what came in and what was asked most
- Suggests one improvement
You getA one-screen report with one suggestion
Your jobDecide whether to act on the suggestion.
Prompt to start it
Write my weekly business report from this week's chats and the notes I paste here: [notes, numbers, enquiries]. 1. What came in: enquiries, bookings or sales, and anything unusual. 2. The question customers asked most this week. 3. What went well and what got stuck, one line each. 4. One suggestion for next week, and why. Keep it to one screen. Use only the numbers I give you. If a number is missing, say so instead of estimating.
Content week
BusinessTriggerMonday morning
It does
- Asks what's happening this week
- Proposes three posts with dates
- Writes captions and a photo idea for each
You getThree ready-to-post drafts
Your jobTake the photos, tweak the words, post them yourself.
Prompt to start it
Plan my content week for [business]. This week: [news, offers, events, photos I have]. My audience: [who]. My voice: [3 words]. Give me 3 posts for Monday, Wednesday and Friday. For each: the date, a photo idea, an Instagram caption, a Facebook version and 5 hashtags. Lead with what the customer gets. Don't invent facts, prices or testimonials. Draft only: I'll post them myself.
Five starter skills
A skill is a saved recipe for one job. Skills work in the Claude apps on supported plans. In other tools, paste the finished recipe into your Project instructions under a heading called Routines.
sunday-review
LifeLooks back at your week, names what slipped, and sets next week's top 3.
- Do it once. Use the Sunday review prompt.
- Correct it until you'd happily get the same answer every week.
- Save it with this prompt, in the same chat:
Make it a skill
Turn what we just did, including all my corrections, into a skill called sunday-review. Include: when to use it, the steps, the format of the result, my rules, and one good example. Then show me the one short line I can type to run it next time.
From then on, just typeSunday review.
weekly-plan
LifeLays out Monday to Sunday with focus blocks, health and people time.
- Do it once. Use the Weekly plan prompt.
- Correct it until you'd happily get the same answer every week.
- Save it with this prompt, in the same chat:
Make it a skill
Turn what we just did, including all my corrections, into a skill called weekly-plan. Include: when to use it, the steps, the format of the result, my rules, and one good example. Then show me the one short line I can type to run it next time.
From then on, just typePlan my week.
quote-writer
BusinessTurns call notes into an itemised quote and covering email using your real prices.
- Do it once. Use the Quote and proposal writer prompt.
- Correct it until you'd happily get the same answer every week.
- Save it with this prompt, in the same chat:
Make it a skill
Turn what we just did, including all my corrections, into a skill called quote-writer. Include: when to use it, the steps, the format of the result, my rules, and one good example. Then show me the one short line I can type to run it next time.
From then on, just typeWrite a quote from these notes: [paste].
review-reply
BusinessAnswers reviews in your voice and the reviewer's language, and flags anything serious.
- Do it once. Use the Review replies prompt.
- Correct it until you'd happily get the same answer every week.
- Save it with this prompt, in the same chat:
Make it a skill
Turn what we just did, including all my corrections, into a skill called review-reply. Include: when to use it, the steps, the format of the result, my rules, and one good example. Then show me the one short line I can type to run it next time.
From then on, just typeReply to this review: [paste].
social-post
BusinessTurns a photo or idea into captions for Instagram and Facebook with hashtags.
- Do it once. Use the Social posts prompt.
- Correct it until you'd happily get the same answer every week.
- Save it with this prompt, in the same chat:
Make it a skill
Turn what we just did, including all my corrections, into a skill called social-post. Include: when to use it, the steps, the format of the result, my rules, and one good example. Then show me the one short line I can type to run it next time.
From then on, just typeSocial post from this: [photo or idea].
Your 7-day and 30-day plans
Day 1 is tonight. Ticks are saved on this device.
First 7 days
0 of 7First 30 days
0 of 12Week 1 · Life Manager
Week 2 · Connect safely
Week 3 · Business Manager
Week 4 · Make it routine
Section 6
Prompt Library
17 prompts, ready to copy. Tap Copy, paste into your assistant, and replace anything in [square brackets] with your own details.
Life Manager
7 promptsLife Manager setup interview
LifeDay 1. Paste into a new chat. It interviews you and writes your assistant.
Copy and paste
Help me build my own personal AI assistant. Interview me one question at a time, with an example answer for each. Max 10 questions. Find out: - What I want to call it and how it should talk to me (coach, friendly, straight to the point). - My goals for this year, at work and in life. - My weekly routine: work hours, exercise, family time, fixed commitments. - The people who matter and anything to remember about them (birthdays, preferences). - What I keep forgetting or putting off. - What I want help with every day, and every week. - What it must never do (send things, book things, share my private info). Then write: A) Instructions to paste into a Project, written as "You are...". It drafts and never sends, and it asks me when unsure. B) An "About me" file to upload. C) A weekly review routine I can run every Sunday. D) Five things to ask it tomorrow morning.
Morning check-in
LifeEvery morning, from your phone. Voice works well.
Copy and paste
Morning. What's on today, what's my one priority, and what am I forgetting? If my calendar is connected, check it. Keep it to five lines.
Weekly plan
LifeSunday evening or Monday morning.
Copy and paste
Plan my week. 1. My fixed commitments, day by day (from my calendar if it's connected, otherwise ask me). 2. My top 3 priorities for the week, linked to my goals. 3. Two focus blocks for the most important work, with suggested times. 4. One thing for my health and one for the people I love. 5. What I should say no to, or move. Show it as Monday to Sunday, one line per day. Keep it to one screen.
Sunday review
LifeEvery Sunday. Save it as a skill once you like the result.
Copy and paste
Run my Sunday review: 1. What went well this week (from our chats and my calendar, if connected). 2. What slipped, and why, in one line each. 3. Next week: fixed commitments, my top 3 priorities, one thing for my health, one for the people I love. 4. One question to make me think. Keep it to one screen. Be honest, be kind.
Household helper
LifeFor shared family lists: shopping, meals, jobs, dates.
Copy and paste
Be our household helper for [names]. Keep our shared lists: shopping, meals, home jobs, trips, birthdays and appointments.
First, ask me one question at a time (max 6): who lives here, our regular shops, dietary needs, recurring bills and chores, and important dates. Save the answers as "Our home".
After that, when I tell you something ("out of milk", "dentist Thursday 10"), put it on the right list and confirm in one short line.
When I ask "what's this week?", give me appointments, meals, shopping and jobs on one screen.
Never delete anything, and never book or buy anything, without asking me first.Paperwork explainer
LifeConfusing letter, bill or contract. Cover account and ID numbers before you paste.
Copy and paste
Explain this letter / bill / contract in plain English: [paste the text or upload a photo]. 1. What it is and who it's from, in one line. 2. What they want from me, and by when. 3. Any amounts, deadlines or penalties, listed clearly. 4. What I should do next, step by step. 5. Anything unclear or unusual that I should ask a professional about. If it's in Spanish, translate the key sentences too. Don't give legal or tax advice: tell me when I need a gestor, lawyer or accountant.
Research scout
LifeBefore a big purchase, a supplier choice, or any decision that needs facts.
Copy and paste
Be my research scout on [topic: a supplier, a competitor, a big purchase, a local event]. I'm trying to decide: [the decision]. My budget or limits: [details]. 1. Answer in 3 lines. 2. Top 5 findings, each with a link, a date and a label: CONFIRMED / LIKELY / UNVERIFIED. 3. Where sources disagree, say so. 4. My next step. If you can't check something, say so. Don't fill gaps with guesses.
Business Manager
6 promptsBusiness Manager setup (the switch)
BusinessWeek 3. Paste into a new chat, then make a second Project called Business Manager.
Copy and paste
You know how my personal assistant works. Now help me build the same thing for my business. Interview me one question at a time, with an example answer for each. Max 8 questions. Find out: - My business: what we sell, where, and our opening hours. - My customers: who they are and what they usually ask. - My services and prices, and my FAQ. - My policies: bookings, cancellations, refunds. - My tone of voice and languages (for example English and Spanish). - The ONE recurring job I want help with first. - What it must never do (send things, promise discounts, confirm dates, share customer data). Then write: A) Project instructions written as "You are...". It drafts and never sends, uses only facts from my files, and asks me when unsure. B) A "Business knowledge" file to upload: services and prices, FAQ, policies, tone of voice, and space for 3 great past replies. C) Three test tasks I can try straight away.
Inbox triage
BusinessOnce a day. Paste your emails, or let it read them once Gmail is connected.
Copy and paste
Here are today's emails: [paste them, or read my inbox if it's connected]. 1. Sort each one into URGENT / TODAY / THIS WEEK / IGNORE, with a one-line reason. 2. For everything that needs a reply, write a short draft in my voice. 3. List any promises I made that are still open. Draft only. Don't send, delete or archive anything. If nothing is important, say "All clear" in one line.
Meeting prep
BusinessThe evening before a meeting, and again afterwards with your notes.
Copy and paste
I'm meeting [name, company] on [day] about [topic]. Here's what I know: [notes, past emails, their website]. Prepare me on one screen: 1. Who they are and what they probably want. 2. What I want from the meeting, in one line. 3. Three smart questions to ask. 4. One risk or awkward topic to be ready for. After the meeting I'll paste my notes. Then write a short recap and a follow-up email draft.
Quote and proposal writer
BusinessAfter a call or enquiry. Needs your prices in the Business knowledge file.
Copy and paste
Write a quote from these notes: [paste call notes or the customer's message]. Use ONLY the services and prices in my Business knowledge file. If something isn't in my prices, write [PRICE TO CONFIRM] instead of guessing. Format: - A two-line summary of what the customer wants. - Itemised list: service, quantity, price. - Total, what's included, and what's not included. - Next step, and how long the quote is valid. - A short, warm covering email. Under the quote, add "Check:" with anything I should confirm before sending.
Review replies
BusinessGoogle, Tripadvisor or Booking reviews, good or bad.
Copy and paste
Here's a review of my business from [Google / Tripadvisor / Booking]: [paste review]. Write a reply in my voice, in the reviewer's language, under 80 words. - Thank them by name and mention one specific thing they said. - If it's a complaint: apologise once, don't argue, don't admit fault, and offer to continue by email or phone. - Never offer a refund or discount unless I tell you to. Give me two versions: short and warm, or a little more detailed. If the review mentions something serious (safety, health, a legal threat), flag it to me and don't draft.
Social posts
BusinessWhenever you have a photo or an idea. Monday for the week's plan.
Copy and paste
Here's a photo or idea for my business: [describe or upload it]. My audience: [who]. My voice: [3 words]. Never say: [words or claims to avoid]. Write: - 3 Instagram captions: short, medium, and one for a story. - 1 Facebook version. - 5 relevant hashtags, including local ones. - 1 idea for a follow-up post. Lead with what the customer gets, not with us. Don't invent facts, prices, results or testimonials. If you need a detail, ask me.
Make it better
4 promptsImprove yourself
Any assistantAfter every mistake. This is how it gets better each week.
Copy and paste
That wasn't quite right. Here's what I wanted instead: [describe]. Rewrite your instructions so you get this right every time, and show me only the changed lines.
Make it a skill
Any assistantWhen a routine works and you've corrected it once or twice.
Copy and paste
Turn what we just did, including all my corrections, into a skill called [name, for example sunday-review]. Include: when to use it, the steps, the format of the result, my rules, and one good example. Then show me the one short line I can type to run it next time.
The voice-memo shortcut
Any assistantNot sure what to build? Talk for three minutes and let it design for you.
Copy and paste
I'm going to describe my week: what I spend time on, what I love, what I hate, and what I'd never hand to a robot. Listen, then design me up to 3 assistants. For each one: a name, what it OWNS, how it's MEASURED, when it must STOP AND ASK, the first-time questions, and the full instructions to paste into a Project.
Any assistant: the master setup prompt
Any assistantFor any other assistant you want to build, life or business.
Copy and paste
You are going to help me build my own AI assistant. Interview me, one question at a time, and wait for my answer before asking the next. Keep questions short and give an example answer with each. Find out: 1. Who I am and what I do (business or personal life). 2. The ONE recurring job I want help with first. 3. What I will give it each time (an email, notes, a photo, a list...). 4. What a perfect result looks like (format, length, tone, language). 5. What it must NEVER do (send things, make promises, share private info...). 6. Facts it should always know about me or my business (prices, hours, services, family, preferences). 7. One or two examples of good past work, if I have them. When you have enough (max 8 questions), write: A) A name and one-line role for the assistant. B) Complete instructions I can paste into a Project / Gem / custom GPT, written to the assistant as "You are...". Include a rule that it asks me when unsure and drafts rather than sends. C) A short "About me" knowledge file I can upload. D) Three test tasks I can try immediately.
Section 7
Worksheets
Four worksheets to fill in here or on paper. What you type is saved in this browser on this device only. Nobody else can see it.
Worksheet 1
About Me
This becomes your assistant's About me file. Fill in what you're happy to share. Skip anything private.
Goals this year: work
Goals this year: life
People who matter
| Name | Who they are | Birthday | One thing to remember |
|---|---|---|---|
When you're done, tap Copy my answers, paste them into your Life Manager chat and say: "Turn this into a clean About me file." Then upload it to the Project.
Worksheet 2
About My Business
This becomes your Business Manager's knowledge file. Facts only: it will use exactly what you write here.
Services and prices
| Service | Price | Notes |
|---|---|---|
Top questions and our answers
| Question | Our answer |
|---|---|
Tap Copy my answers, paste them into your Business Manager chat and say: "Turn this into a clean Business knowledge file." Upload it to the Project.
Worksheet 3
Design Your Assistant
Plan any assistant on one page. Fill it in before you paste the setup prompt and your answers will come out clearer.
The 5 layers
Highest permission level for now
In and out
Paste your answers into the master setup prompt (Prompt Library) and say: "Use my plan."
Worksheet 4
What should I automate?
List the jobs you repeat, life and business. Score each one, multiply, and the highest score is your first assistant.
How often: 1 = a few times a year · 2 = monthly · 3 = weekly · 4 = a few times a week · 5 = every day. How annoying: 1 = I don't mind · 3 = a chore · 5 = I hate it.
| Task I repeat | Life or business | How often | How annoying | Score |
|---|---|---|---|---|
| – | ||||
| – | ||||
| – | ||||
| – | ||||
| – | ||||
| – | ||||
| – | ||||
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| – |
Your first assistantScore a few tasks to see it here
Take your top task to Worksheet 3 and design the assistant that does it. Score 15 or more? That's worth building this month.
Section 8
Cheat Sheets
Four one-page references to keep by your desk: the five layers, the prompt formula, the tool picker and the safety rules.
Cheat sheet 1
The 5 layers
Every assistant has the same five layers. Put each thing in the right layer and it stops forgetting.
| Layer | Where it goes | Life Manager | Business Manager | Like a new employee's |
|---|---|---|---|---|
| 1InstructionsWho it is | The Project's instructions box | "You're my assistant and coach. Keep me on track." | "You answer our customers. Warm and short." | Job description |
| 2KnowledgeWhat it knows | Files you upload to the Project | My goals, routines, people who matter | Prices, FAQ, three great past replies | Staff handbook |
| 3MemoryLearns as it goes | Builds as you chat (check memory is on in settings) | "I train Tuesdays and Thursdays." | "This client prefers WhatsApp." | Learning on the job |
| 4SkillsHow you do things | Saved skills, or a Routines section in your instructions | "Plan my week the way I like it." | "Write a quote the way we always do." | Training manual |
| 5ConnectorsKeys to the office | Settings › Connectors (Gmail, Calendar, Drive) | "What's on tomorrow?" | "Draft replies to today's enquiries." | Office keys |
Wrong layer: it forgets. Right layer: it just works. Something it must always know goes in Instructions or Knowledge. A routine you repeat becomes a Skill. Something it learned in chat lives in Memory, which you can't fully control.
Cheat sheet 2
The prompt formula
Role + Context + Task + Format + Rules. You don't need all five every time, but a vague answer usually means one is missing.
RoleWho it isYou're my weekly planner and coach.
ContextWhat it needs to knowI work 9 to 5, gym Tue and Thu, my goal is to launch my course.
TaskOne clear jobPlan my week.
FormatWhat the result looks likeMonday to Sunday, one line per day, one screen.
RulesLimits, and when to askDon't book anything. If a day looks overloaded, ask me what to move.
Life
Vague
Help me plan my week.
Clear
You're my coach. I work 9 to 5 and train Tuesday and Thursday evenings. My big goal this month is finishing my course outline. Plan my week Monday to Sunday, one line per day, with two 90-minute focus blocks. Don't move my gym sessions. If a day looks too full, ask me what to drop.
It knows who to be, your fixed points, the one goal, the shape of the answer and the limits.
Business
Vague
Write a reply to this customer.
Clear
You're the front desk for Casa Azul, two holiday flats in Nerja. Reply to this enquiry [paste]. Use only the prices and FAQ in my knowledge file. Reply in the customer's language, under 120 words, ending with one clear next step. If the answer isn't in my files, write "Let me check and come back to you" and flag it under "Check:".
It can't invent prices, it matches your voice and length, and it tells you what to check.
Quick fixes when the answer is off
- Too long"Five lines max."
- Too generic"Use my About me file."
- Made something up"Only use my files. Say 'I don't know' when it's missing."
- Wrong tone"Warmer, like the examples in my file."
- Same mistake twicePaste the Improve yourself prompt.
Cheat sheet 3
Tool picker
The ladder: chat app, then Project, then the Claude app with connectors, then an always-on bot, then an automated fleet. Most people get 80% of the value from the first three rungs.
ChatGPT, Claude or Gemini
Chat apps with Projects (Gems in Gemini): saved instructions, files and memory
- Use it when
- Start here. Most people can stay here for months.
- Good
- Free or cheap, zero setup, in your browser and on your phone
- Watch out
- Waits for you to ask. Connectors usually need a paid plan
- Cost
- Free plans. Paid plans about €20 a month
Claude app and desktop
Claude with skills, Gmail and Calendar connectors and scheduled tasks. Cowork is now part of the Claude app
- Use it when
- You want an assistant that does things: daily briefs, files, reports
- Good
- Easiest real agent for non-technical people. Phone and laptop. Reusable skills
- Watch out
- The best bits are on paid plans. Your computer must be on for local work. Check what it can access
- Cost
- Paid plan for connectors, skills and schedules
Grok Bot (xAI)
Hosted bots, each with its own cloud computer, app logins, memory and scheduled routines
- Use it when
- You want always-on bots without running a server
- Good
- No server to look after. Easy first bot. Routines, templates and ready-made guides
- Watch out
- Teams of bots get complex fast. Check what each login lets it do
- Cost
- Premium $30 a month (older videos say $20)
OpenClaw or Hermes
Open-source assistants that live in Telegram or WhatsApp and can message you first
- Use it when
- You want a 24/7 assistant in your messaging app, like a family bot
- Good
- Always on, chat-based, very customisable, fully yours
- Watch out
- Real setup and upkeep. Security is your job. Hosted shortcuts are in Next level
- Cost
- Open source. You pay for hosting and the AI model
Codex (OpenAI)
Builds apps, tools, websites and scripts from plain-English requests
- Use it when
- You want to build a tool rather than have a helper
- Good
- Turns ideas into working software
- Watch out
- Made for building software, not for running your inbox. Check its work
- Cost
- Best with a paid ChatGPT plan
Jev (TypeSafe System One)
A very cheap, very fast decision engine: yes/no, multiple choice and scores
- Use it when
- Advanced: your bots make thousands of small decisions
- Good
- Extremely cheap and fast. Consistent answers. A good quality gate
- Watch out
- Doesn't write text. Developers only. Only worth it at volume
- Cost
- For developers
Prices and features checked 19 Oct 2026. They change often: check before you pay.
Cheat sheet 4
Safety rules
- It drafts, you send. Emails, posts, bookings and payments always go through you.
- Start read-only. Let it read your calendar before it's allowed to draft, and draft before it acts.
- Use a demo account to learn. Try connectors with a spare Google account and fake data first.
- Don't paste other people's private data. Client lists, health details and passwords stay out until you've checked the data settings.
- Check before you trust. Ask for sources. Compare dates, prices and names with the real thing.
What you can paste
Fine
- Your own plans, goals and routines
- Public information
- Drafts you will read before sending
- Your own business FAQ and prices
Think first
- Client emails and messages: remove names and numbers
- Business numbers and contracts
- Anything about another person
- Check the tool's data settings first
Never
- Passwords and login codes
- Card numbers and bank details
- ID documents: passport, DNI, NIE numbers
- Other people's health data
The permissions ladder for Gmail and Calendar
"What's on tomorrow?"
Start here"Draft replies for me."
Most people stop here"Book it after I say yes."
Only when you trust it"Not yet. Probably not for email."
Not yetGDPR applies to your clients' data. Check the tool's data settings, keep a human checking every draft, and know how to disconnect (Settings › Connectors).
Section 9
Troubleshooting
The questions people ask most in their first week, with what to try first.
Common questions
Tap a question to open it.
It forgot what I told it.
- Check you're chatting inside the Project. Start new chats from the Project page, not the main chat list.
- Put things it must always know in the instructions or the About me file. Chat alone isn't reliable.
- Check memory is switched on in settings. In Spain and the rest of the EEA some memory features are opt-in.
- Very long chats lose track. Start a fresh chat inside the Project.
- Use the Improve yourself prompt so the fix goes into its instructions.
It made things up.
- Add this to its instructions: "Use only my files. If something is missing, say 'I don't know' and ask me."
- For facts from the web, ask for a link and a date for each claim.
- Check prices, dates and names against the real thing before anything goes to a customer.
- Keep it on drafts. A mistake in a draft costs you nothing.
A connector won't connect.
- Connectors such as Gmail and Calendar usually need a paid plan.
- Try on a computer browser rather than the phone, and allow pop-ups for the sign-in window.
- Sign in with the right Google account and approve every permission on Google's screen.
- Work Google accounts can be blocked by the company's admin. Try a personal or demo account first.
- Still stuck? Disconnect it in Settings › Connectors and connect again.
Which plan do I need?
- Start free. The setup interview, a Project, morning check-ins and the Sunday review are a good test.
- Upgrade when you hit limits, or want connectors, skills or scheduled tasks. Paid plans are about €20 a month.
- Plans change often. Check what your plan includes in the app before you pay.
My Projects screen looks different from the talk.
- Claude merged Cowork into the main Claude app on 16 Sep 2026 and is rolling out redesigned Projects, so your screen may not match mine.
- Look for the same three things: somewhere to write instructions, somewhere to add files, and chats inside the Project.
- ChatGPT and Gemini (Gems) use different names for the same ideas.
I'm in Spain. Is anything different?
- Spain is in the EEA. Gemini Spark isn't available here.
- Some memory features are opt-in (ChatGPT, for example). Switch them on in settings if you want them.
- GDPR applies to your clients' data. Check the tool's data settings before pasting client details, and keep a human checking every draft.
It never messages me first.
- That's normal. Chat apps answer when you ask.
- For an assistant that messages you, see Next level: Grok Bot or OpenClaw.
Section 10
Next Level
Chat apps wait for you to ask. An always-on assistant lives in a messaging app, works on a schedule and can message you first. Wait until your Life Manager has been useful for a few weeks.
Grok Bot (xAI)
Hosted, no server. Bots you hire by chatting.
Each bot gets its own cloud computer, app logins, memory and scheduled routines. xAI publishes ready-made guides for marketing, sales, support and recruiting at x.ai/bot/guides.
- Cost: Premium is $30 a month (official page, 19 Oct 2026; older videos say $20).
- Start with: one bot, one job. Keep its schedules paused until you've checked a few runs.
- Watch out: teams of bots get complex fast. Check what each login lets it do.
OpenClaw
Lives in Telegram or WhatsApp.
An open-source assistant that's always on and talks to you in your messaging app. Our family bot Robotina runs on it. Running it yourself means a server, a model account and bot tokens, and a weekend of setup. These services do the hosting for you:
Try first
OpenClaw Launch
Hosting, AI credits, and Telegram plus Gmail and Calendar integrations.
30-minute free trial. $3 the first month, then $6 a month.
Try second
OpenClaw Cloud · openclawcloud.app
Connect Google from the Skills page. In beta.
7-day free trial.
If you already run OpenClaw
ClawLink
Adds Gmail and Calendar through a normal Google sign-in.
About $6 a month.
Before you sign up
Guided setups with a few sign-ins, not one click.
Use a demo Google account first, and keep it on drafts only. Vendor claims checked 19 Oct 2026; not yet tested end to end.
Beginner test: a service passes if you can
- New account, no terminal needed
- Launches with the AI already included
- Connect a demo Gmail and Calendar
- Ask for today's events and 5 unread emails
- Prepare one reply (draft only)
- Know how to disconnect it
Also worth a look later: Hermes Agent, an open-source assistant with strong memory and schedules (Google setup is manual), and Codex for building your own tools.