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The AI Employee Setup Guide

How to set up your own custom AI employee in ChatGPT or Claude. The four parts it needs, the prompt that writes its training manual, and where it lives.

The number. In a Harvard–BCG field experiment, 758 consultants given GPT-4 finished 12.2% more tasks, 25.1% faster on work the AI could handle.

Source: Navigating the Jagged Technological Frontier, Organization Science, 2026. On work beyond what the AI could do, the group using it did worse.


What an AI employee is

It’s an AI you set up once for one job in your business. A chat waits for you to explain everything again. An employee already knows the job.

It needs What that means
One job A task you repeat every week: quotes, the same customer questions, follow-ups to quiet leads
Instructions What you’d tell a new hire on day one: the steps, your tone, what it never says, when to come to you
Your files Price list, service area, FAQs, past emails you liked. It works from your facts
A home A project in ChatGPT or Claude. Set it up once; every chat inside it starts trained

đź“‹ Paste this into your AI

Copy this into ChatGPT or Claude and fill in the two brackets. It takes a minute.

I run [type of business — e.g. a roofing company]. I want an AI employee that handles [one job I repeat every week — e.g. turning my site notes into quotes]. Build it for me:

  1. A short job description: what it does, what finished work looks like, and what it hands back to me instead of doing.

  2. The instructions to paste into a project, written like I’m training a new hire on day one: the steps, my tone, the rules it never breaks, and when to ask me.

  3. The files I should upload so it works from my facts, and what each one is for.

  4. Three test tasks for its first day, and what a good answer to each looks like.

Keep it plain and specific to my line of work. Then ask me the three things you’d need to know to make it fit my business exactly.

What comes back is your AI employee’s job description and training manual, ready to paste.

Where it lives

Both work on a free plan. Pick the one you already open every day.

  • ChatGPT: sidebar → New project → name it after the job. Then ••• → Project settings → paste the instructions, and add your files. The free plan takes 5 files per project.
  • Claude: Projects → + New Project → name it. Set project instructions → paste → Save instructions, then add your files to its project knowledge with +. The free plan gets 5 projects.

Skip custom GPTs: OpenAI has stopped new ones on personal plans. Menu names move as features roll out.

The three traps

  • One employee, one job. “Help me with my business” gets you a chatbot. Get one job right, then set up the next one.
  • It only knows what you gave it. No price list, and it guesses. Tell it to say “let me check with [your name]” when the answer isn’t in its files, and read its work before a customer does.
  • Check the training switch before customer data goes in. On personal plans, OpenAI can train on your chats until you turn off Improve the model for everyone (Settings → Data controls). Claude’s switch is under Settings → Privacy. ChatGPT Business and Claude Team don’t train on your content by default.

Start this week

  1. Pick the job. The task you did three times last week and liked least.
  2. Paste the prompt. Get its job description, its instructions and its file list.
  3. Set it up. Make the project, paste the instructions, add the files, and hand it the first test task today.

Let's work together

I help business owners solve their biggest problems with AI. If there's capital we can save or revenue we can create, we'll find it — and build it together.

I select a few people each month to build out custom AI solutions for their business. If you want to level up your business with AI, click here to apply (only takes 2 minutes).

Apply now

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