Why This Matters
Setup beats prompting
Here's the thing nobody tells you when you're new: the way you set Claude up matters far more than any clever prompt or skill you use later.
Most people open Claude, start typing, and get answers that could've been written for anyone. That's not the tool being bad. That's Claude having no idea who you are, what you're working on, or how you like to be talked to.
These 5 steps fix that. You teach Claude who you are once, connect it to your real tools, give it a memory, and point it at the most annoying task in your week. Do them in order and you go from a blank chatbot to an assistant that actually knows you, in under an hour.
The one rule that matters: what Claude builds is only as good as what you tell it. The two interview prompts below are worth every minute you put into answering them honestly. Treat them like a real conversation, not a form to rush through.
The Map
The whole setup, at a glance
Here's the full path before we go deep on each one. Do them top to bottom. Step 0 is a two-minute download, then it builds from there.
Download the desktop app
Get Claude on your actual computer, not just your phone. The desktop app is where you connect tools, save skills, and set up things that run while you sleep. This whole setup lives here.
Let Claude interview you, then build your global instructions
Paste Prompt 1. Claude interviews you like a smart friend getting to know you, then writes a personal-instructions block that makes every future answer sound like it was written for you.
Paste those instructions into settings
Drop the block Claude just wrote into Settings then Personalization. Now Claude knows who you are, what you do, and how you like to be talked to, in every single chat. Forever.
Connect your tools
Plug in Gmail, Calendar, and Drive under Settings then Connectors. This is the difference between Claude that talks and Claude that actually does things in your real accounts.
Let Claude build your second brain
Paste Prompt 2. Claude interviews you again, this time your whole life, then builds a folder of files that store everything about you, so it never starts from zero again.
Have Claude find and build your first automation
Paste Prompt 3. Claude reads everything it now knows about you, finds the highest-leverage thing to automate, builds it as a skill, and schedules it to run without you.
Step 0 — Before You Start
Get the desktop app
Download the Claude desktop app for Mac or Windows from claude.ai/download, or just use claude.ai in your browser. Don't run this whole setup from your phone. The desktop app is where you connect tools, save skills, and set up tasks that run while you sleep.
Two words you'll see below, in plain English:
- ·Connectors: how Claude plugs into your tools like Gmail, Calendar, and Drive. They live under Settings then Connectors.
- ·Skills: reusable instruction files Claude follows every time, so you never re-explain a task. This is how your automations get saved and re-run forever.
That's all the vocabulary you need. Open a fresh chat and let's go.
Step 1 — Prompt 1
Let Claude interview you
Paste this into a fresh chat. Claude interviews you one question at a time, like a friend getting to know you, then writes a personal-instructions block that captures who you are and how you like to be talked to. Answer honestly and don't rush it. This is the foundation everything else sits on.
Copy-paste prompt
You are going to help me set up Claude so that every answer you give me from now on is tailored to me, my work, and how I think. We're going to do this as an interview, not a form. Do not skip ahead, and do not dump a giant list of questions at once. The goal: by the end of this chat, you write me a personal-instructions block I can paste into Claude's settings, so every future conversation already knows who I am, what I do, what I'm trying to get done, and how I like you to respond. Rules for the interview: - Ask me ONE question at a time, then wait for my answer before the next one. - Start broad, then go deeper based on what I say. Follow the thread. - If an answer is vague, ask a follow-up until it's concrete. Push me for specifics: real numbers, real names, real examples. - Keep it conversational, like a smart friend getting to know me. No survey energy. - Roughly 12 to 18 questions total. Don't stop early just because you think you have enough. Cover these areas, but in a natural order, not as a checklist you read out loud: 1. Who I am. Name, where I live, what I do for work, my role, how long I've done it. 2. My work. The business or job in detail. What I actually produce. Who my customers or team are. How I make money or get judged. 3. My goals. What I'm trying to hit in the next 90 days and the next year. What "winning" looks like for me. 4. My week. How I actually spend my time. What eats my hours. What I dread. What I'm best at. 5. My skills and gaps. What I'm great at, what I'm weak at, what I'd love to just hand off to you. 6. How I communicate. My tone, the words I use, the words I hate, examples of writing that sounds like me. 7. How I want you to respond. Long or short. Direct or gentle. Push back on me or agree. Ask before acting or just go. 8. Anything else a great assistant would kill to know about me. When you have enough, say: "I have what I need. Here's your personal-instructions block." Then output a clean, copy-paste block, written in the first person as instructions TO you (Claude), that captures: - Who I am and what I do (tight and factual) - What I'm working toward - How I want you to communicate with me - Any standing rules (things to always do, things to never do) - The one instruction I explain below Add this line to the block, word for word: "Address me by my first name in every single reply." That's a reliability trick. The moment you stop using my name, it's my signal the chat has gotten too long and I should start a fresh one. Keep the final block under 400 words. Plain language, no fluff. This is the thing I'm going to live with in every single chat, so make it count. Start now with your first question. Just one.
Step 2 — Save It
Paste the block into settings
When Claude hands you the personal-instructions block, copy it. Then go to Settings then Personalization (in some versions it's called Profile or Personal preferences) and paste it into the instructions box. Save.
That's the whole step. From now on, every new chat starts with Claude already knowing who you are, what you're working on, and how you want it to talk to you. You just deleted the part where you re-explain yourself at the top of every conversation.
The name trick: your block tells Claude to use your first name in every reply. That's not vanity. When Claude stops using your name, it's a free warning light that the chat has run too long and you should start a fresh one. Reliability for free.
Step 3 — Connect Your Tools
Give Claude hands
Out of the box, Claude can only talk. Connectors let it actually do things in your real accounts: read your email, check your calendar, pull a doc. Go to Settings then Connectors and turn on the ones you use. Start with these three and you've got 80% of the value.
Unlocks inbox triage, drafted replies, follow-ups, and fast responses to important emails.
Unlocks daily agendas, meeting prep, and reminders that actually know your schedule.
Unlocks pulling context from your real docs, generating files, and building reports.
If a tool you rely on isn't in the list, don't stall. Tell Claude which one and it'll give you the next-best path. You don't need everything connected to get real value today.
Step 4 — Prompt 2
Build your second brain
Global instructions give Claude the short version of you. A second brain gives it the full file. Paste this prompt and Claude interviews you again, this time your whole life, work and personal, then builds a folder of files that store everything about you. From then on, any chat can read them and start with full context instead of a blank page.
Copy-paste prompt
Now I want you to help me build a second brain: a set of files on my computer that store everything about my work and my life, so that in every future chat you can read them and instantly have full context on me. No more re-explaining myself.
We'll do this in two parts: an interview, then you build the folder system.
PART 1 — INTERVIEW ME
Same rules as before: one question at a time, wait for my answer, follow the thread, push for specifics. This time audit BOTH my work life and my personal life. Roughly 12 to 20 questions. Move through these areas naturally, not as a list you read out loud:
Work
- What I do and the current state of it (projects, clients, revenue, deadlines, what's on fire)
- The people in my work world (team, clients, partners, key contacts, and what matters about each)
- My tools and where my important stuff already lives
- The recurring work I do every week or month
- My goals and the real numbers I'm chasing
Personal
- The big areas of my life outside work (health, family, money, home, hobbies, learning)
- Goals and habits I'm trying to build or break
- Important people in my personal life and what matters about them
- What's stressing me out or getting dropped
PART 2 — BUILD IT
When you have enough, create an actual folder system on my computer (or, if you can't write files here, lay it out so clearly that I can create it in two minutes). Use this as your starting structure, but rename things to fit MY real life based on what I told you:
second-brain/
START-HERE.md <- the map. what every folder holds and how you should use this brain.
about-me.md <- who I am, my story, my goals, how I communicate
work/
overview.md <- my business or job, how it works, how I make money
projects/ <- one file per active project, with status and next steps
people/ <- one file per key person and what I know about them
goals.md <- my targets and the numbers
personal/
overview.md <- my life outside work
people/ <- important people in my personal life
goals.md <- personal goals and habits
routines.md <- the recurring tasks in my life, work and personal
Fill every file with the real details I gave you. Do not leave placeholders. Where something is missing, ask me one more question instead of guessing.
In START-HERE.md, write clear instructions to your future self, like: "Whenever we start a task, read the relevant files in this second brain first, so you have full context on [my name] before you answer." Make it so any future version of you knows to use this brain automatically.
When you're done, show me the full structure and tell me the one habit that keeps a second brain alive: when something important changes, I tell you, and you update the file.
Start with Part 1, question one. Just one.
Step 5 — Prompt 3
Build your first automation
This is where it stops being a setup and starts being a payoff. Paste this prompt and Claude reads everything it now knows about you, finds the single highest-leverage task in your week, builds it as a reusable skill, and (if it makes sense) schedules it to run without you. One real win, live and working. Then you come back next week and build the next one.
Copy-paste prompt
You now know a lot about me: my personal instructions and my second brain. I want you to use all of it to find the single highest-leverage thing in my life to automate, then actually build it. Do this in four steps. Talk me through each one, don't just do it silently. STEP 1 — REVIEW Read everything you know about me: my personal instructions and every file in my second brain. If anything looks thin, ask me a couple of quick questions to fill the gaps before you go further. STEP 2 — FIND THE ONE Look at all the recurring work in my life and find the single best task to automate right now. Score the candidates on three things: - Time: how many hours a week or month it eats - Dread: how much I hate doing it, or how often I drop it - Doability: how cleanly you could actually do it with the tools I have Show me your top 3 as a short ranked list with your reasoning, then recommend the ONE to build first. Let me confirm or override before you build anything. STEP 3 — BUILD IT AS A SKILL Once I confirm, build this automation as a reusable skill, so it runs the same way every time and I never have to re-explain it. Use the built-in Skill Creator to do it properly. Tell me plainly: - What the skill does, step by step - What it needs from me or my connected tools to run - Anything I have to connect or turn on first, and exactly how to do it Then build it and run it once as a test, so we both watch it work. Fix anything that's off. STEP 4 — PUT IT ON AUTOPILOT If this task should happen on a schedule (every morning, every Friday, the first of the month) or whenever something specific happens, set it up as a scheduled task so it runs without me. Tell me exactly when it'll run and what it'll do each time. If it genuinely shouldn't be automatic, say so, and tell me the trigger that should make me run it by hand. One rule: build ONE thing, and build it well. Don't try to automate my whole life today. We get one real win running, I live with it for a week, then I come back and we build the next one. Start with Step 1.
If Something Sticks
Troubleshooting
"Claude didn't interview me, it just gave me a list."
Paste the prompt again in a fresh chat. The line "Start now with your first question. Just one." is what forces the interview. If it still rushes, reply: "Stop. Ask me one question at a time and wait for my answer."
"I can't find where the personal instructions go."
Look under Settings for Personalization, Profile, or Personal preferences. If you're stuck, ask Claude directly: "Walk me through where to paste my personal instructions, step by step."
"A tool I use has no connector."
Expected, and fine. Tell Claude which tool it is and it'll give you a workaround. You don't need every tool connected to get real value.
"The skill Claude built isn't quite right."
Say so, specifically. Skills are meant to be edited. Tell Claude exactly what's off and it'll rebuild it.
"This feels like a lot."
Do Step 1 and Step 2 today. That alone changes every answer Claude gives you. The rest can wait for tomorrow. You don't have to do all five in one sitting.
Work with Me
Want me on your problem for an hour?
Book a 1:1 call and we build the fix live — the workflow you want automated, the tool you can’t crack, whatever’s stuck. Direct, hands-on, no pitch waiting at the end.