SETUP CHECKLIST

Bring your assistant.
Bring a real task.

Use these checks to prepare for a setup session, training, or a custom automation.

Choose a real taskBring something you actually do: research, notes, email drafts, or a repeated job in your tools.01Pick your preferred assistantThink about where you want to work. Claude, Grok Bot, Muse, and other assistants have different accounts and capabilities.02Gather your contextCollect the documents, notes, or examples that explain the task. Start with material you can safely use.03Know what you can connectList the accounts and tools you use. Check supported connections, subscriptions, and access permissions.04Practise and check the resultWork through an example. Follow sources, review the output, and learn which instructions improve it.05Keep the instructionsSave the useful context and steps so you can repeat the task. Use a skill or routine where your assistant supports one.06Choose what to automateOnce the task is clear, decide what should run automatically and where you still want to review or approve it.07

Bring your assistant.Bring a real task.

Bring your assistant.
Bring a real task.