This is the Live Session Guide for Week 1. Follow along live, or use this page as a reference.
Choose the tool you are allowed to use
The tool your company approved.
Step
Before you type
Ask both questions, then stay off a personal account.
1. Both questions
Before you type or attach anything, ask both questions: Does the assistant need this? Am I allowed to provide it?
2. Work account
Do not put work in a personal account; if you do not have an IT-approved work account yet, stop, use the IT permission request, keep the work on paper or in a local doc, and treat waiting as the correct move.
Step
Open your Personalized AI Profile
Download the file, keep it open, then type as you go.
1. Download the file
If you do not have the blank profile yet, download it and keep it open beside this page. It is a plain-text file named Personalized_AI_Profile.txt. Notepad, Word, or any text editor will open it.
2. If you already have the file
If you already have the file, skip the download. Keep the name so you can find it later.
Step
Personal DNA
What a capable new colleague needs to know about you as a professional. Not your personality. Not your biography.
1. My role
A title is a label. Two people can have the same title and do different work. Write the title, then one or two sentences you would say to a new colleague: where you fit, and what work lands with you.
2. My main responsibilities
Name what you own, review, coordinate, or are accountable for. If someone read only your title, this list should still teach them something new.
3. My current goals and priorities
Your role may stay stable for years. Your priorities will not. Put what matters now. Update the file when that changes.
4. My recurring work
Name the work that keeps coming back: meetings, reports, follow-up, planning, research, updates, documentation, analysis, email, scheduling, presentations — whatever is true for you. You are not building workflows yet. You are naming patterns.
5. Decisions I regularly make
Name the decisions that need your judgment: what gets prioritized, what gets escalated, which option you recommend, what needs more review, or where resources go. You are not handing those decisions to the assistant. You are showing where your judgment enters.
6. People I support or work with
Who are you communicating with or working for, by role or type — not named customers. The same issue may need one explanation for a senior executive, another for an engineer, and another for a customer.
7. My working preferences
Tell the assistant how you want to be helped. Concise or detailed. Direct recommendation or options with tradeoffs. When information is unclear: ask a question, identify assumptions, or show more than one path. Do not describe your entire personality. Describe the working behavior that would change the answer.
Step
Business DNA
What world this job operates inside. Language does not exist in isolation.
1. About my organization
Company or organization name if appropriate, the industry or type of business, and a short description of what the organization does. Notice "if appropriate." A blank field is not permission to disclose information you should not provide.
2. Products, services, or functions
What the organization provides, or what function your team performs. This is broader than "what do we sell?" An internal IT, HR, finance, operations, legal, or education team still provides a function that gives meaning to the work.
3. Customers and audiences
Who the business or team serves, by role or type — not named customers. At the personal level you already named who you work with. Here you name who the organization or function serves. Those groups may overlap. Do not force a difference to fill the page.
4. Important business priorities
Your personal priorities and the organization's priorities can overlap without being identical. A useful assistant may need both.
5. Important terminology
List terms, acronyms, product names, and internal language that repeatedly affect interpretation. Define them. An acronym by itself is not context. It is another thing the assistant has to guess about.
6. Important context and constraints
Capture recurring realities that affect the work: approval requirements, process boundaries, limits on what can be promised, or which source is considered authoritative. If a rule matters across many tasks, it belongs here instead of being retyped every time.
7. What the assistant should never assume
Keep the prewritten rule: do not invent company, customer, employee, product, pricing, policy, or project information. Add only extra never-assume rules that are genuinely useful in your environment. Plausible is not the same as known.
Step
Understanding important concepts
Not extra writing. Three notes on how to use the profile you just wrote.
1. How the assistant should work with you
Leave the seven operating rules in the file. Do not rewrite them. They tell the assistant when to use this profile, when to ask, and when to leave the decision with you. Do one safety scan. If something does not need to be there, remove it. If you are not permitted to provide it, remove it. Save the file. You now have a first usable version.
2. Rule 1
Use this profile when it is relevant to the task.
3. Rule 2
Do not force this context into answers when it is not relevant.
4. Rule 3
Do not invent missing information about you, your organization, customers, employees, or projects.
5. Rule 4
Clearly identify assumptions.
6. Rule 5
Ask for clarification when missing information would materially affect the result.
7. Rule 6
Separate facts from recommendations when that distinction matters.
8. Rule 7
Keep human judgment in charge for important decisions, commitments, approvals, or sensitive situations.
9. The Context Sandwich
The profile stays with you. The sandwich is for one job. Your Personalized AI Profile is like a desk reference about your work. The assistant can use it whenever you start. It still does not know this morning's facts. The Context Sandwich (the four-part frame for this request): Task, Context, Constraints, Output Check. It is like a note clipped to a specific assignment. You do not fill that note in this file. Keep the profile as standing background and add the sandwich when you have a specific task.
10. Stay on Chat
Stay on Chat. Do not use Cowork, Work, or Code for this file this week.
Step
Attach the file to a Chat
The file is yours. Next you give it to the product your company allows.
1. Stay in the approved account
Use only the tool and the account your company has approved. If you do not have a work account yet, keep the profile in this file. Do not put it in a personal account.
2. Attach the file to a Chat
In ChatGPT, attach Personalized_AI_Profile.txt to this chat. You need the profile file visible to the assistant in this chat. Use the attach control the approved tool provides. If the page and the app disagree, the app wins.
2. Attach the file to a Chat
In Claude, attach Personalized_AI_Profile.txt to this chat. You need the profile file visible to the assistant in this chat. Use the attach control the approved tool provides. If the page and the app disagree, the app wins.
2. Attach the file to a Chat
In Microsoft 365 Copilot Chat, attach Personalized_AI_Profile.txt to this chat. You need the profile file visible to the assistant in this chat. Use the attach control the approved tool provides. If the page and the app disagree, the app wins.
2. Attach the file to a Chat
In Gemini Enterprise, attach Personalized_AI_Profile.txt to this chat. You need the profile file visible to the assistant in this chat. Use the attach control the approved tool provides. If the page and the app disagree, the app wins.
Done when
Walk away with your Personalized AI Profile filled out in a file you can attach to a chat.