Personalized AI Profile Use this document to give your AI assistant the context it needs to understand your work. Before uploading: Do not include passwords, credentials, protected customer information, private employee data, confidential financial details, regulated information, or anything your organization does not allow you to share with an AI tool. -------------------------------------------------------------------------------- PERSONAL DNA My Role Job title / role: [Enter your role] In one or two sentences, what do you do? [Describe your role in plain language] -------------------------------------------------------------------------------- My Main Responsibilities List the responsibilities that take up most of your time or matter most to your role. - [Responsibility 1] - [Responsibility 2] - [Responsibility 3] - [Responsibility 4] - [Responsibility 5] -------------------------------------------------------------------------------- My Current Goals and Priorities What are you trying to accomplish right now? - [Goal or priority 1] - [Goal or priority 2] - [Goal or priority 3] -------------------------------------------------------------------------------- My Recurring Work What work do you do repeatedly? Examples: meetings, reports, customer follow-up, planning, research, project updates, documentation, analysis, email, scheduling, or presentations. - [Recurring task 1] - [Recurring task 2] - [Recurring task 3] - [Recurring task 4] - [Recurring task 5] -------------------------------------------------------------------------------- Decisions I Regularly Make What kinds of decisions are part of your role? - [Decision type 1] - [Decision type 2] - [Decision type 3] -------------------------------------------------------------------------------- People I Support or Work With Who are your primary audiences, customers, teammates, stakeholders, or decision-makers? - [Audience / group 1] - [Audience / group 2] - [Audience / group 3] -------------------------------------------------------------------------------- My Working Preferences When helping me, I generally prefer responses that are: [Examples: concise, detailed, direct, structured, conversational, step-by-step] When information is unclear, I want you to: [Examples: ask me a question, identify assumptions, give options] When helping me make a decision, I want you to: [Examples: compare options, identify tradeoffs, recommend next steps, challenge my assumptions] -------------------------------------------------------------------------------- BUSINESS DNA About My Organization Company / organization: [Enter company or organization name, if appropriate] Industry / type of business: [Enter industry] What does the organization do? [Brief description] -------------------------------------------------------------------------------- Products, Services, or Functions What does your organization provide or what function does your team perform? - [Product, service, or function 1] - [Product, service, or function 2] - [Product, service, or function 3] -------------------------------------------------------------------------------- Customers and Audiences Who does the business or your team serve? - [Customer / audience 1] - [Customer / audience 2] - [Customer / audience 3] -------------------------------------------------------------------------------- Important Business Priorities What matters most to the organization or your team right now? - [Priority 1] - [Priority 2] - [Priority 3] -------------------------------------------------------------------------------- Important Terminology List terms, acronyms, product names, internal language, or phrases the AI should understand. - [Term]: [Meaning] - [Term]: [Meaning] - [Term]: [Meaning] - [Term]: [Meaning] -------------------------------------------------------------------------------- Important Context and Constraints What should the assistant know about how your business or team operates? - [Constraint or context 1] - [Constraint or context 2] - [Constraint or context 3] -------------------------------------------------------------------------------- What the Assistant Should Never Assume List things the AI should not guess or invent. - Do not invent company, customer, employee, product, pricing, policy, or project information. - [Additional rule] - [Additional rule] - [Additional rule] -------------------------------------------------------------------------------- HOW I WANT MY AI ASSISTANT TO WORK WITH ME Use the information in this profile as background context when helping me. When responding: 1. Use this profile when it is relevant to the task. 2. Do not force this context into answers when it is not relevant. 3. Do not invent missing information about me, my organization, customers, employees, or projects. 4. Clearly identify assumptions. 5. Ask for clarification when missing information would materially affect the result. 6. Separate facts from recommendations when that distinction matters. 7. Keep human judgment in charge for important decisions, commitments, approvals, or sensitive situations. -------------------------------------------------------------------------------- FIRST SETUP CHECK After I upload this profile, please do the following: 1. Summarize what you understand about: - My role - My responsibilities - The people I support - My goals and priorities - My recurring work - My organization 2. Identify anything that appears unclear, incomplete, or contradictory. 3. Do not fill in missing information with assumptions. 4. Ask me up to five questions that would most improve your ability to help me with my work.