Program · Individuals
AI Tools Setup & Personal Automation Basics
Get your accounts, workspaces, and light automations set up the right way — without breaking company rules. We'll configure tools like ChatGPT and Google Gemini so they actually support your day, instead of becoming one more tab you feel guilty about.
You'll leave with a clear setup, a handful of safe automations for routine tasks, and a simple maintenance routine so things don't decay the moment life gets busy.
Program overview · Audio
A short overview of the program: who it's for, what we cover, and how to get the most value out of it as a busy professional setting up AI tools and simple automations.
What you’ll be able to do after this program
Less random experiments, more reliable tools that quietly save you time every week.
- • Set up ChatGPT, Gemini, and related tools in a way that matches how you work.
- • Organize prompts, docs, and workspaces so you can actually find things again.
- • Connect AI to email, notes, and calendars without creating chaos.
- • Design a few simple automations for repetitive tasks you do every week.
- • Follow basic safety and compliance practices so IT doesn't hate your setup.
Who this is for
- • Busy professionals who “mean to set this up right”
- • Folks juggling multiple tools, accounts, and devices
- • People who want a simple, safe baseline before going deeper with AI
What you’ll work on
- • Your real accounts and devices (work or personal)
- • A small set of prompts and templates you actually use
- • One or two "every week" automations
Curriculum at a glance
Four short modules you can complete alongside a normal work week.
Module 1
Accounts, devices & guardrails
- • Choosing the right accounts (work vs. personal)
- • Basic security: logins, 2FA, and privacy settings
- • Where your data actually goes when you use AI tools
Module 2
Organizing prompts, docs & workspaces
- • Naming and folder conventions that survive real life
- • Saving & reusing prompts without a giant text file
- • Keeping reference docs close to where you work
Module 3
Connecting email, notes & calendars
- • Using AI with inbox triage and replies (safely)
- • Summarizing notes and meetings into clean actions
- • Lightly-structured planning with your calendar
Module 4
Personal automations for routine tasks
- • Identifying one or two good candidates to automate
- • Designing simple, low-risk automations first
- • Building a tiny maintenance checklist for your setup
1. Accounts, devices & simple guardrails
Start with a safe, boring foundation so everything else feels easier.
We begin by making sure your tools and devices are set up in a way that matches how you actually work — and what your company allows.
- • Work vs. personal accounts: when to use which
- • Privacy settings that matter (and what they do)
- • How to think about "training data" risk
- • A simple checklist you can share with IT or your boss
Setup session: your current tools
We'll review your existing tools and accounts and make small, practical changes:
- • Confirm which accounts to use where
- • Turn on key safety & privacy settings
- • Capture your "guardrails" in one short doc
2. Organizing prompts, docs & workspaces
Give your future self a chance by keeping AI-related work findable.
Instead of a random pile of chats and screenshots, we set up a light structure you can maintain even when work is busy.
- • A simple folder & naming pattern you can stick to
- • How to save and tag prompts worth reusing
- • Keeping reference docs a click away from the tools
- • Avoiding "prompt graveyards" and duplicates
Your AI workspace starter kit
Together we'll set up (or clean up) a small workspace that includes:
- • One place for your best prompts
- • A folder for AI-generated drafts & notes
- • Quick links to the tools you use most
3. Connecting email, notes & calendars
Use AI where your attention already lives instead of adding more tabs.
We map AI onto the systems you already rely on — inbox, notes, and calendar — with a focus on clarity, not spammy automation.
- • Safe patterns for AI-assisted email replies
- • Turning meeting notes into clean summaries and actions
- • Light planning rituals supported by AI
- • Avoiding over-automation that hides important details
Inbox & notes mini-makeover
You'll design one or two new routines, such as:
- • A weekly email triage session with AI
- • A post-meeting summary + task checklist flow
- • A simple weekly review prompt for your calendar
4. Personal automations for routine tasks
Start small: a few repeatable wins that don’t break when something changes.
Finally, we identify one or two recurring tasks where low-risk automation makes sense — and build just enough to save time without creating a new job for you.
- • Picking the right "starter" automations
- • Mapping trigger → steps → output
- • Using no-code tools where it makes sense
- • Creating a tiny maintenance checklist
Your first automation (or two)
Examples we might build, depending on your context:
- • Drafting a weekly status update from notes
- • Turning a tagged email into a checklist
- • Summarizing a folder of docs on a schedule
Format & logistics
A light but focused program you can complete alongside your normal workload.
Schedule
- • 2–3 weeks total
- • Weekly live sessions (60–75 minutes)
- • Optional office hours for 1:1 setup help
Group size
- • Individuals, or groups of 3–10
- • Open cohorts or org-specific groups
- • No prior automation experience required
What you leave with
- • A safe, documented AI tool setup
- • Organized prompts, docs, and shortcuts
- • 1–2 small personal automations in use
FAQ: AI Tools Setup & Personal Automation Basics
Common questions from people who want to get set up the right way.
Do I need permission from my company to do this?
We encourage you to follow your company's policies. A lot of the work we do together is about staying inside those guardrails: separating work vs. personal accounts, using approved tools, and documenting your setup in plain language.
Is this very technical?
No. If you can manage your email, calendar, and a couple of apps, you're fine. We'll show optional paths using no-code tools, but the focus is on simple, repeatable habits — not complex automation stacks.
Which tools do you cover?
We primarily reference ChatGPT and Google Gemini, plus common tools like Gmail, Outlook, Notion, Google Docs, and similar. If you use something different, we'll help you translate the same patterns over.
Can I repeat this process when tools change?
Yes — part of the program is a small "setup and maintenance" checklist you can reuse when you switch tools, get a new job, or upgrade your devices.
Ready to get your AI tools and automations set up properly?
This program helps you go from "I should really clean this up" to a safe, documented setup that quietly saves you time every week.
If you’d like to run this as a private cohort for a small team at your company, mention that in your note and we'll share options.