The creator presents a 5-step guide for new users on how to properly set up the AI tool Claude. She explains that the setup is more important than any specific prompt, then details five actions: getting the desktop app, filling out the custom instructions, connecting other tools and apps, learning to switch between different AI models, and creating specific projects to organize work. Throughout the video, she uses on-screen graphics to illustrate the user interface for each step and concludes with a call-to-action for viewers to comment a specific word to receive her full setup checklist.
Post caption
comment “groundwork” and I’ll send you my full Claude setup checklist :)
5 things to set up first:
1. Download the desktop app
2. Fill out your Instructions
3. Connect your tools
4. Learn to switch models
5. Create one project
Skip these and Claude feels like ChatGPT in 2022.
#aiforbeginners #claude #aitools #aitips #aiworkflow
Transcript
Here's how to set up Claude in one day. If you're new to Claude, the way that you set it up actually matters more than any skill or prompt that you're gonna use. So here are the five things that I would set up first, and most people are skipping one or two of these and then wondering why Claude is actually acting like ChatChibiTea back from 2022. First, download the desktop app and work inside of there instead of the browser. The app can actually reach for your files and documents on your computer. And then no into your settings and fill out the instructions section. This is where you tell it who you are and what you do just one tier. And then it will carry that into every single chat no you never have to repeat yourself again. And the hack is to be very specific here and also tell it things to stop doing. Things like push back when I'm wrong, no em dashes, or keep all responses under a 150 words. Next, go to the connectors section and connect the tools or the apps that you're living in better day, like Gmail, Google Drive, or Notion. When you do this, Cloud can actually go work inside of those apps or pull information from them to save you hours of copying pasting. Then, learn how to switch models. There's a little drop down that you can change on every single chat, and you should use the most powerful models for your deepest thinking or your brainstorming, and then use the lighter models for more of your busy work. And lastly, create one project. This is how you can keep a whole part of your work or your life in one place. Everything you drop in there stays in there rank Claude will remember all of it. So let's say that you're job hunting, you can make one project for all of your job hunting. Go to the files and just drop in your resume and your cover better. And then in the project instructions, you can add add everything about where you've worked before, where you wanna work, and what your skills are. If you just comment groundwork down below, I will send you my entire cloud better checklist. You can knock out all five of these today.