Claude setup · intake
Let's build your
version of Claude.
This form collects what we need to set Claude up around your actual work: how you write, the tools you live in, and the tasks that eat your week. It takes about 20 minutes, and there are no wrong answers. If a question doesn't apply to you, skip it.
How to use this form
- Fill it out in any order. Your answers save automatically in this browser as you type, so you can stop and come back.
- Sections 1 and 3 matter most. Everything we build reads from your voice, so that section is worth the time.
- When you're done, click Copy all answers at the bottom and paste them into an email to [email protected].
- Attach the files listed in Section 2 to that same email.
1
Account setup
Do these on your own computer before we configure your Claude. We will never ask for your passwords. You sign in to everything yourself, and you can disconnect any of it at any time.
Claude Pro subscription active
$20/month. The free plan runs out of room on long documents and cuts you off mid-task, so Pro is the working minimum.
Claude Desktop app installed
Anything that runs on a schedule, like a morning summary, only works in the desktop app.
Claude in Chrome extension installed and pinned
Needed for anything that sits behind a login, like a portal or an internal system.
Memory turned on
Settings → Memory → toggle on. Takes ten seconds.
Email connected
Settings → Connectors. Use your work account. Note below whether you're on Gmail or Outlook.
Calendar connected
File storage connected
Google Drive, OneDrive, SharePoint, Dropbox, wherever your documents actually live.
Any other tool that has a connector
Notion, Asana, Slack, and others connect directly. Don't worry if yours doesn't, there's usually another way in.
Some companies restrict what can be installed or connected. Tell us and we'll work within it rather than around it.
2
Files to send
Attach these to the email with your answers. Samples from finished or past work are perfect. We're teaching Claude your patterns, not working on anything live.
8–10 real emails from your Sent folder
A mix of who you write to: a client, a colleague, an outside partner, a quick internal note. Forward as-is or paste the text. Please don't clean them up, because capturing how you actually write is the whole point.
Any templates or canned responses you already use
Even rough ones. These tell us what you've already standardized and what's still done from scratch every time.
A document you read, summarize, or explain often
Whatever the long, dense thing is in your world.
Something you produce on a schedule
A report, an update, a recap. Send a past copy so we can see the format you like.
Any checklist or process doc you follow
If the process lives only in your head, say so and we'll write it down together.
Brand assets, if you produce anything client-facing
Logo files, colors, an existing brand or style guide.
Before you send: please remove or black out names, account numbers, dollar figures, and anything else confidential. We only need the structure and the language, never the real data.
3
Your voice
This is the foundation. Almost everything we build reads from it, so this section matters more than any other on the form. Answer how you actually sound, not the polished version.
Your role, how long you've been doing it, what people come to you for. Be specific.
Clients, colleagues, leadership, vendors, outside partners. List them roughly in order of volume.
Not what you hope. What they'd actually say.
Pull one from your Sent folder. Please don't write a new one.
A delay, a mistake, a problem you have to deliver. Do you get shorter and more formal, or warmer and more reassuring? This is the hardest thing to teach and the most valuable.
Most people have two registers. Describe the difference, or paste a short example of each.
The openers, sign-offs, and "I always say this" lines that make it obviously you.
The corporate filler you hate. "Per my last email." "Circling back." "Just checking in." Get specific, because this list is what keeps your drafts from sounding generic.
You probably write very differently to someone inside your field than to someone outside it. Tell us where the line is.
4
Your work & systems
The more we understand where your work actually lives, the less you'll have to explain to Claude every single time.
What does Monday look like versus Thursday? What's predictable, what's reactive? Rough bullets are perfectly fine.
Email, calendar, chat, file storage, CRM, project management, spreadsheets, anything industry-specific. Name them all, even the clunky ones you complain about.
This determines what we can automate versus what stays manual. A rough guess is fine.
Reports, status updates, check-in emails, meeting recaps, newsletters. Note how often for each.
The ones where you think "I have answered this a hundred times." Those are usually the easiest wins.
Roughly how many emails, how much is genuinely for you, and what fraction is noise you'd happily never see again.
Who do you wait on, and who waits on you? Handoffs are where things go quiet, and that's often worth automating a nudge for.
Compliance requirements, anything needing a signature, communications that have to come from a specific person. Tell us now so we design around it.
5
Documents & information
Reading long or dense material and pulling out what matters is one of the strongest things Claude does. This section tells us which of yours are worth building around.
Contracts, reports, statements, proposals, data exports, forms. List whatever's routine for you.
And who are you explaining them to? That's usually where the biggest time savings sit.
The things you scan for out of habit. Errors, mismatches, missing pieces, numbers that don't tie out. This turns straight into a checklist Claude can run for you.
Spreadsheets, exports, dashboards. What do you pull and what do you do with it afterward?
6
People & communication
Optional. Fill this in if part of your role involves keeping in touch with people or groups on a regular basis.
Clients, partners, vendors, members. Roughly how many, and how do you currently keep track of them?
Newsletters, updates, invitations, seasonal notes. What goes out and how often?
How many a week, and what happens afterward?
Follow-ups you meant to send, people you meant to check in with. Be honest, everyone has these.
7
Priorities
We build in the order of what will actually save you time. Tell us where the pain is.
Be specific. "Writing the Monday status update" is useful. "Admin" is not.
Accuracy, privacy, compliance, sounding robotic, the learning curve, whether this is worth the effort at all. Say it plainly, we'd rather address it up front.