How I Set Up My AI

Stop re-explaining your business

If your AI lives in a chat window, you probably start most conversations by telling it who you are. And last month’s good thinking is buried somewhere in a long list of old chats.

The change is one habit. Give your assistant the folder where your business already lives, and let it work from there.

Everything in the course builds on that habit:

• ✓Anything you’d otherwise re-explain in every new conversation goes in the folder, once.
• ✓Your files don’t have to be tidy first. Sorting them out is one of the jobs it helps with.
• ✓When something goes wrong, you ask your assistant first. It’s sitting right there, and it answers in seconds.
• ✓You talk more than you type, and you never write code.
• ✓Most lessons in Module 2 are written so your assistant can read them and plan your next steps with you.

We’re not learning software. We’re assembling what an assistant would need to know if you hired one.

And some work stays yours on purpose: deciding what’s worth making, talking with your clients, and reading anything before it goes out under your name.

What you’ll be able to do, step by step

You do the first module once, and you’re set up. The second you dip into for years.

Each module has a lesson document with every prompt written out, so you can copy them straight across, or hand the whole document to your AI.

1. Module 1 · Getting it running

   An assistant that can open your files and describe your business back to you

   Install the Claude or ChatGPT desktop app, choose which folders it can see, and make sure those files are really on your computer. If your work lives in Google Drive, one switch handles the file step for you.

   Then make a project from your folder, choose two key settings, and run a 60-second check that proves your setup works.

2. Module 1 · Privacy, your browser, and tech support

   Choose what it sees on purpose, and let it help when you’re stuck

   A short lesson on privacy comes before you choose any folders: what protects you, what doesn’t, and a two-minute change to your training setting.

   You’ll connect your assistant to Chrome, where you’re already signed in to your own sites. And when you’re stuck, you’ll know to show your assistant a screenshot and say what you were doing.

   Module 1 is free to watch for 72 hours: start the free Module 1 replay.

3. Module 2 · Start from the mess you already have

   A plan for your next steps, written by your own assistant

   Hand the whole module to your assistant, and it comes back with what to do next in your situation, one step at a time.

   Then rescue anything worth keeping from your old chats into files, and leave the rest behind.

4. Module 2 · Your voice and your rules

   An assistant that writes more like you, and remembers what you’ve told it

   Build a writing style sheet from the pieces that sound most like you, then check that your assistant is following the sheet. One paste in your settings makes it more willing to push back on your ideas, with kindness.

   Your rules file is the second place it remembers you. A correction goes there once, so you’re not repeating yourself next week.

5. Module 2 · Talk, ask and name

   Ask for help the way you’d ask a person

   Talk instead of typing, and say what you want even when you can’t describe the steps. Your assistant interviews you for the rest.

   Give your documents short names, so you never have to describe them twice.

6. Module 2 · Your body of work

   Find what you’ve already made, in seconds

   Gather your posts, courses, talks and recordings into one place, and have your assistant index all of them, audio and video included.

   Then ask, “What do I already have on grief?” (or whatever you teach), and get your own forgotten work back.

7. Module 2 · Work that runs without you

   Hand over the chores that come back every week

   Set up a first job that runs while you sleep, prove the job runs, and read the results in a short “good morning” briefing.

   Good first jobs are small checks, like whether your sales page price still matches your checkout.

   Your assistant can also work on the sites you’re already signed in to, like your course platform or email tool, even when they have no export button.

8. Module 2 · Check its work

   Trust what it tells you, because you know how to check

   Learn two short requests that catch a job claiming it’s done when it isn’t.

   And when your assistant says “come back later,” you’ll know what to do, and the one money mistake to avoid.

   The course ends with a walk through one ordinary working day of mine, friction included, and the whole setup as a one-page checklist.

Two ideas you’ll keep using

If you’d like a feel for how I think about AI first, my AI library is free to read: www.georgekao.com/ai

EASE, before you hand anything over

1. 1Eliminate: does this need doing at all?
2. 2Automate: can it run without me?
3. 3Share: could another person do this work?
4. 4Enjoy: if the work is still mine, how do I bring something good to the task?

Elimination is the hardest step to do on your own list, so you can hand that question to your assistant too.

The two places it remembers you

1. 1Your settings, for what’s true whatever you’re working on (you update these about twice a year)
2. 2Your rules file, for whatever just annoyed you (your assistant updates the file whenever you ask)

A correction said only in the chat fixes that chat and nothing beyond. Put the correction in one of these two places, and your assistant remembers next week too.

What students say

When students talk about this course, these are some of the moments they mention:

• ✓Seeing what they could hand over, like asking their assistant what their clients need, straight from recorded client calls.
• ✓Connecting their assistant to Chrome, so it can do research and pull things in from social media.
• ✓Handing the whole module to their AI and letting it work out their next steps.
• ✓Learning which of the app’s “doors” to use, after treating AI like a search engine.
• ✓Seeing how one ordinary working day runs with an assistant, which one student called a completely new way of thinking about any task.

The quotes below come from members of my AI training group, where I first taught these lessons.

A good fit if…

• ✓You’re a coach, healer, teacher, consultant or creator, running your business mostly on your own
• ✓You’ve used AI in a chat window, and suspect it could do much more for you
• ✓You have years of material, like writings, recordings and courses, that even you can’t find
• ✓You still do some computer chores by hand every week
• ✓You don’t know how to code, and you’d like to keep it that way

Probably not if…

• ×You want to learn to code. This course walks past that door on purpose
• ×You’d rather not pay for an AI plan, at least while you set things up
• ×You want someone to do the setup for you. In this course you do the setup yourself, with your assistant’s help
• ×You want personal coaching or feedback. This course is recorded, and you work through it at your own pace

By the end, you’ll…

1. 1Have an assistant that opens your own files and answers questions about your business.
2. 2Have chosen what it can see, with your privacy settings decided on purpose.
3. 3Have a writing style sheet and a rules file, so it writes more like you and your corrections stick.
4. 4Have handed over your first chores, including one job that runs while you sleep.
5. 5Know how to check what it tells you, and what to say when it gets stuck.

$75

One payment for the videos, a lesson document for each module with every prompt written out, and the one-page checklist, all in a Google Drive folder that’s yours to keep, with lifetime access. You’ll also need your own paid Claude or ChatGPT plan (more on that below).

Checkout is on Kit. Then you’ll get a button that opens the course’s Start Here page.

Before you enroll

Ready for an assistant that knows your business?

$75 · lifetime access · go at your own pace