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Build on it · Class 03

Your AI Personal Assistant

Write a one-page document about your life and how you like help, load it into your AI tool, and use it to turn a brain dump into a realistic week.

One 2-hour session Up to 10 people Live · online or in person
Level
Beginner → Intermediate
Length
2 hours, one session
Price
$99
Format
Live, up to 10 people, online or in person
Before class
About 15 min of prep
Tracks
Personal, Families, Work
Ask for this class Not sure? Take the assessment

Scheduled once 10 people ask for it. The date and format are confirmed before anyone pays.

Course overview

Most people use AI like a stranger at a help desk: explain everything, get an answer, start over tomorrow. In two hours you write a one-page personal context document, put it where your AI tool can always see it, and test it on your own week. You leave with an assistant that already knows your schedule and your preferences, a plan for next week it helped you make, and a clear list of what you won't use it for.

Before you start: Class 02, or comfortable writing a detailed request to ChatGPT or Claude and following up when the answer misses.

How the two hours run

  1. 8min

    Welcome and one thing you'd hand off

  2. 18min

    Stranger vs. assistant, and your three responsibilities

  3. 25min

    Write your personal context document

  4. 8min

    Break

  5. 17min

    Put it where it lives: custom instructions, projects, memory

  6. 20min

    Put it to work: brain dump to weekly plan

  7. 16min

    Test it, fix it, and decide what it's not for

  8. 8min

    Share one change and close

Good to know

  • You'll write a page about yourself for the AI to use. You choose what goes in; part of the class is deciding what stays out (account numbers, medical details, other people's private business).
  • Features like projects and memory vary by tool and plan and change often. The class is built around a plain-text document you can paste into any tool, so nothing depends on a paid plan.
  • This class is about your life outside work: your week, your projects, your messages. For email, meetings, and documents at work, see Class 04.

Who this is for

  • Someone who uses ChatGPT or Claude now and then and keeps retyping the same background every time
  • A person juggling a job, a household, a parent who needs help, and one project that never quite gets started
  • A retiree with a full calendar of volunteering, appointments, and travel who wants a better way to keep it straight
  • Anyone with a Sunday-night 'what is this week going to look like' habit
  • Graduates of Prompting for Real Life who want the next step

What you’ll learn

  • Pick the three recurring responsibilities in your life worth handing help on
  • Write a one-page personal context document that makes every answer fit your life, and decide what stays out of it
  • Store that context in custom instructions or a project, or paste it, so you stop repeating yourself
  • See and delete what a tool remembers about you
  • Turn a messy brain dump into a realistic day-by-day plan and catch where it ignores your limits
  • Name the tasks you won't hand to an assistant, and why

What you’ll do in class

  • Write your personal context document from a worked example and a fill-in template, including a 'leave out' list, then load it into custom instructions or a project.
  • Turn a brain dump of fifteen loose ends (yours, or the fictional sample) into a day-by-day plan, find where it breaks your real limits, and fix the plan and the document.
  • Run three quick tasks against your configured assistant with no added background, score each, and make one revision.

Try it now · free

A 10-minute taste you can do right now

Paste this into ChatGPT, Claude, or Gemini. Notice how the short background changes the plan. That background is the seed of the context document you'll build in class.

Use this background about me for everything in this chat.

ABOUT ME: I'm Marisol, I live in Tallahassee, and I work weekdays 8 to 5. I visit my mother in Gainesville every other Sunday (this Sunday is one). I'm training for a Thanksgiving 5K with walk-run sessions three times a week, mornings only. I volunteer Saturday mornings 8 to noon at a library book sale. I like short bullet lists, no more than five items per day. Evenings after 8 p.m. are off limits.

TASK: Turn my brain dump below into a Monday-to-Sunday plan. Put anything that won't fit into a 'Not this week' list. If something is unclear, ask me one question before you start.

BRAIN DUMP: buy paint samples for the kitchen, call the vet about Biscuit's shots, finish the book sale signs by Friday, pick up a birthday card for Mom before Sunday, three training sessions, renew my car tag before the end of the month, return two library books, text Teresa about the carpool, clean out the hall closet, look up how to grow tomatoes in the fall.

Before you trust the answer, check:

  • Did it keep every day to five items or fewer and leave evenings after 8 p.m. empty?
  • Are the book sale signs done before Friday and the card handled before Sunday?
  • Did it invent appointments, times, or tasks you never mentioned?

Before class · about 15 minutes

  • Make sure you can sign in to a free ChatGPT or Claude account on the laptop you'll bring (both is better; Gemini or Microsoft Copilot also work as a backup).
  • Create an empty document or note called 'My Assistant' in whatever you already use: Word, Google Docs, Apple Notes, OneNote.
  • In that document, jot a rough list of what fills a typical week: work hours, home, family, volunteering, appointments, errands, projects. Scribbles are fine.
  • Under it, write a brain dump: every loose end, errand, and 'I should' on your mind right now, 10 to 20 items, in any order. Leave out anything private.
  • Write down your fixed commitments for next week (days and times).

What you leave with

  • A one-page personal context document you can paste into any AI tool, loaded into your main tool
  • A day-by-day plan for next week that your assistant helped you make and you corrected
  • A reusable weekly planning prompt
  • A short 'leave out' and 'not for my assistant' list in your own notes

Paired labs

Beginner Follow-on lab · 2 hours · $99

Build Your AI Morning Brief

Assemble a single daily brief that pulls together your calendar, priorities, and the two or three things you actually need to know before 9am.

You leave with
A repeatable morning brief you receive or generate daily.

ChatGPTCalendar
Beginner Follow-on lab · 2 hours · $99

Create a Personal Research Assistant

Configure an assistant that researches a topic properly — gathering, comparing, citing, and summarizing into a one-page brief you can act on.

You leave with
A research assistant plus a finished one-page brief.

ClaudeChatGPT

Expected outcomes

  • You stop retyping your background because your assistant already has it
  • You can produce a realistic weekly plan from a brain dump in about ten minutes and spot where it ignores your limits
  • You can show where your tool stores what it remembers about you and how to delete it
  • You can name what you've chosen not to share with your assistant and why

Questions about this class

Is two hours enough?

Enough to write the document, load it, and test it on your own week, which is the thing that makes everything after it easier. Writing in your voice, hard messages, breaking stalled projects into steps, learning a new subject and verifying it, and decision support are follow-on labs that build on the document you make here.

Do I need a paid account?

No. Everything works on free ChatGPT or Claude. Projects, custom assistants, and memory vary by plan, so the class is built around a context document you can paste into any tool.

Won't the AI know too much about me?

You decide what goes in. We write the 'leave out' list before anyone writes the document, and you'll see how to view and delete what a tool remembers.

How is this different from AI for Everyday Productivity?

This class is about your life: your week, your projects, your messages. AI for Everyday Productivity (Class 04) is about work tasks like email, meetings, documents, and spreadsheets, including AI inside Microsoft 365 and Google Workspace.

Tools used

ChatGPT (custom instructions, projects, memory) Claude (projects, profile preferences) Gemini or Microsoft Copilot (optional backup) Your notes app

Skills you build

Assistant configurationContext managementPlanning workflowsAI privacy judgment

Top of the ladder

This is the LifeQuest capstone. From here, learners move into ongoing build sessions and community projects.

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Find Your AI Learning Group.

Bring one task you want to make easier. We organize a class when 10 people with similar work needs are interested. See the class details before you decide to enroll.