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How it works
Step 1
Answer a few questions
A short conversation about you, your tools, and how you work. No tech knowledge needed.
Step 2
Get your setup file
We create one file with everything your AI needs to know about you.
Step 3
Drop it in, you're done
Drop the file into a conversation. Your AI reads it, gets to know you, and handles the rest.
One file, everything inside
Your AI reads the file and walks you through everything step by step.
Your preferences
Who you are, what you do, how you want your AI to respond.
Tool connections
Connect your AI to the apps you already use.
Custom skills
Shortcuts for tasks you do all the time — emails, reports, summaries.
Ongoing learning
Your AI keeps learning how you work over time.
See a sample
Here's what a Marketing Manager's setup looks like — built from a 5-minute interview.
mdmy-claude-setup.md
# My AI Setup > **Instructions for AI:** This is a personalized onboarding file. > Read everything below, then walk me through setup step by step. > > **Phase 1 — Learn who I am** > Read my preferences and confirm you understand them. Ask 2–3 > follow-up questions to fill any gaps. > > **Phase 2 — Help me connect my tools** > Walk me through the Setup Checklist below, one item at a time. > > **Phase 3 — Install my skills** > Show me the skills generated for my workflow. For each one, > explain what it does and offer to help me install it. > > Be conversational. Go one step at a time. --- # My Preferences ## About Me I'm Sarah, a Marketing Manager at a mid-size B2B SaaS company. I lead a team of 3 and report to our VP of Marketing. My day splits between campaign strategy, content review, and meetings with sales and product. ## What I Need AI For - Draft and refine marketing copy (emails, landing pages, social) - Analyze campaign performance and surface insights - Create presentation decks for leadership reviews - Automate repetitive reporting ## Tools I Use - **Daily:** Slack, Google Workspace, HubSpot, Figma, Notion - **Weekly:** Google Analytics, Looker, Canva, LinkedIn Ads ## Communication Style - Professional but warm. Not robotic, not overly casual. - Concise responses with clear structure. - Push back if my idea has obvious flaws. - Don't start with "Great question!" — just answer. --- # Setup Checklist: Connectors & Integrations Walk me through these one at a time. ### Matched to Your Tools - [ ] **Notion** — Read/write pages and databases - [ ] **Google Drive** — Access Docs, Sheets, Slides - [ ] **Slack** — Read channels, send messages - [ ] **Gmail** — Draft and send emails ### Recommended for Your Goals - [ ] **Google Analytics** — Pull campaign metrics directly --- # Setup Checklist: Skills These are AI skills tailored to my workflow. Help me install each one. - [ ] **Email Drafter** — Draft marketing emails in my voice - [ ] **Weekly Report** — Auto-generate status updates from data - [ ] **Deck Builder** — Create presentation outlines from briefs --- # Keep Learning This file is a starting point. As we work together: - Notice patterns in how I work and what I prefer - Pay attention to what I correct — those are the strongest signals - Suggest updates when you learn something new about me --- *Generated by Firstlore — your AI, personalized.*
Drop it into your AI. It handles the rest.