PATCHLINE / ASSISTANT SETUP CHECKLIST

1. Choose a real task
Bring something you actually do: research, notes, email drafts, or a repeated job in your tools.

2. Pick your preferred assistant
Think about where you want to work. Claude, Grok Bot, Muse, and other assistants have different accounts and capabilities.

3. Gather your context
Collect the documents, notes, or examples that explain the task. Start with material you can safely use.

4. Know what you can connect
List the accounts and tools you use. Check supported connections, subscriptions, and access permissions.

5. Practise and check the result
Work through an example. Follow sources, review the output, and learn which instructions improve it.

6. Keep the instructions
Save the useful context and steps so you can repeat the task. Use a skill or routine where your assistant supports one.

7. Choose what to automate
Once the task is clear, decide what should run automatically and where you still want to review or approve it.

Book a free intro: https://calendly.com/mehdi-noori/30min