Free download

Create an AI personal assistant that helps you get work done.

Most AI tools don't know who you are and can't touch your systems. So they answer questions instead of doing work. This kit changes that. Free.

Download the AI Personal Assistant Kit

Requires Claude (Pro or Max, $20/mo). Works on Mac and PC.

Why your AI isn't as useful as it should be

It doesn't have access to your systems.

It can't see inside the tools you actually work in. It's not connected to your:

  • Email
  • Slack
  • Excel and Google Sheets
  • PowerPoint and Google Slides
  • Calendar
  • CRM
  • Project management tools

So it answers questions instead of doing work.

You ask it something, it gives you an answer, and then you still have to go do the thing yourself. It's a thinking tool, not a working one. An AI personal assistant changes that.

What an AI personal assistant actually changes.

An AI personal assistant gives your AI both things it's missing: a context file that teaches it who you are, how you work, your clients, your tools, and your priorities. Plus connections to the systems you actually use.

Once it's set up, it can check your calendar, scan your email, review your pipeline, and tell you what needs attention today. Not just answer questions. Actually do work.

What you end up with.

  • A context file: your business, clients, priorities, and how you work. Claude knows all of it without asking.

  • A memory system: a rolling log of what's happening day to day, automatically updated.

  • Connected tools: email, calendar, your systems. Optional, but guided setup is included.

  • A daily briefing: pulls everything together each morning so you know exactly what to focus on. Also optional.

How to get started.

Five minutes of setup, then the kit walks you through everything else.

1

Get a Claude subscription.

Go to claude.ai and sign up for Pro or Max ($20/mo). You need a paid plan for the features the kit uses.

2

Download the Claude desktop app.

Go to claude.ai/download, install it, and sign in.

3

Create a folder on your computer.

This is where your personal assistant will live. Desktop or Documents works fine. Name it whatever you want: "AI Assistant," your business name, anything.

4

Download the kit and drop the file in your folder.

One file. Drag it into the folder you just created.

5

Open the Code tab and start your session.

Open the Claude desktop app. At the top you'll see Chat, Projects, and Code. Click Code. Start a new session, select your folder when prompted, and type: "Read ONBOARDING.md and follow the instructions in it."

6

Talk for about 2 hours.

Claude asks you questions about your work, your clients, your tools, your goals. It builds your personal assistant file by file as you go. No tech skills needed. Just talk.

Download the kit. Free.

One file. Five minutes to set up. Then talk for about two hours and you're done.

Download the AI Personal Assistant Kit

Requires Claude Pro or Max ($20/mo). Works on Mac and PC.

Want help?

Two ways to work with me directly.

Help setting this up

I'll set up your personal assistant with you, connect your tools, and make sure it's working. $150/hr.

Book a setup session

AI for your whole business

I audit your operations, find where AI creates the most leverage, and build the systems. Start with a free assessment.

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