Do this before Saturday, October 31. It takes about 15 minutes. Then Saturday starts with building, not installing.
Setup call · Thursday, October 29
We are holding 5 to 8 PM on Google Meet. We will confirm the exact hour by email. Join from the computer you will use on Saturday and we set it up together, or use one of the two paths below.
What you need
A paid Claude plan, Pro or higher.
Admin access to your computer, so you can install apps.
Gmail. Microsoft 365 works only through a company account your admin has approved. Personal Outlook and Hotmail addresses cannot connect yet.
Google Chrome, for Day 2.
Claude through work (a Team or Enterprise plan)? Ask your admin to turn on Gmail and Claude in Chrome for you first.
Path A: run the setup file
About 10 minutes. It installs the Claude app and Python (plus Git on Windows), makes your Documents/AI-Workshop folder, turns on three safety rules, and tests everything.
In Claude, click Code at the top of the sidebar. Click the environment selector, pick the first option under Local, then Open folder… and choose AI-Workshop. Then type:
Check that Python is installed and tell me the version.
Click Allow when Claude asks to run it. It should answer with a version number that starts with 3.
Bring these on Saturday
One real task you do every week that eats your time. Write it in one sentence, with how many hours it takes.
At least 15 sent emails in your Gmail that sound like you. Claude learns your voice from them.
Stuck?
Code says to upgrade? Your plan is not a paid plan yet.
A "403" error? Sign out of Claude and sign back in.
Still stuck? Join the setup call and we fix it with you.
Day 1 · Saturday, October 31 · 9 AM to 1 PM · In person
Hand Claude real work.
Today you stop typing into a chat box and start handing Claude the work. By 1 PM it drafts in your inbox, in your voice.
×In partnership with
Today's promise
By 1 PM, this is yours.
A follow-up skill
Drafts your lead follow-ups in your Gmail, in your voice.
Your one workflow, mapped
With your real "before" number.
A skill that writes like you
Replies to any email, ready for you to send.
A morning routine
Your replies drafted for you every weekday.
A morning dashboard
Every email you owe, on one page. Our stretch goal.
Four hours, one break
How today runs.
9:00Welcome and where you are
9:20Two truths, three words, your data
9:50Map your one workflow
10:15Build your first skill
10:50Break
11:05Give Claude your business
11:25Your voice and your morning routine
12:15Stretch: your dashboard
12:30The math and this week
12:50Questions and close
Two places in one app
Chat asks. Code does.
Chat
Ask questions. Think things through. Connect your accounts.
Code
Where the work gets done. Claude reads and writes real files in a folder on your computer. Today we work here.
First, update Claude. Mac: Claude menu › Check for Updates. Windows: Help menu › Check for Updates.
Mark it now
Where is your business on this ladder?
Stage 0ClarityYou know what gets done and how.
Stage 1Defined workflowYou can hand off the steps.
Stage 2Automated workflowAI runs the steps when triggered.
Stage 3AgenticAI runs them on its own, connected to your tools.
Stage 4AI-run businessYour operation runs with AI in the loop.
You can't skip steps. Today we climb it together.
Before anything else
Two truths.
Truth 01
AI amplifies and accelerates.
If the system underneath is a mess, AI makes a bigger mess, faster.
A clear system
→
AI
→
More of what works
A messy system
→
AI
→
More mess, faster
Clarity first. Always.
Truth 02
AI needs your data and systems.
Claude is only as useful as what it can see. Your email, your files, your offer, your voice.
Your dataemail, files, numbers
→
Your workflowsthe steps you repeat
→
AI that works for youdrafts, decides, acts
The vocabulary
Three words you'll hear all day.
Workflow
The steps to get something done.
Lead comes in → look them up → draft reply → log it
Automation
A workflow that runs without you starting each step.
Form submitted → create record → send welcome email
Agent
AI that makes decisions inside the workflow.
Read email → judge urgency → draft, route, or file
The best setups use all three.
Safety first
Your data. Three rules.
Know where it goes
Your plan decides how your data is handled. Check your privacy settings once.
Match the tool to the data
Brainstorms can go anywhere. Client records and money stay in your paid account.
You are the approver
Claude drafts and proposes. It asks before it sends. You press send.
Governance is the seatbelt that lets you drive fast.
Stay in control
Trust, then verify.
✓Ask for sources. "Show me where this came from."
✓Feed it your facts. Your numbers. Your files.
✓Keep a human checkpoint on anything a customer will see.
✓Draft, don't send. Claude prepares. You decide.
Map it
Your one workflow.
Pick one task you do every week that eats your time.
TriggerWhat starts it?
→
StepsWhat do you do, in order?
→
OutputWhat does done look like?
→
HoursHow long each week?
Write it down. This is what we build toward.
Baseline
Your "before" number.
30 minutes each time×5 times a week=2.5 hours a week
2.5 hours×50 weeks=125 hours a year
An example. Use your own numbers. On Day 2 we measure the after.
Hands-on
Now you build one.
Open Claude on your laptop. Keep this page open next to it.
Step 1
Open your folder in Code.
1Open Claude. Click Code at the top of the sidebar.
2Click the environment selector under the message box. Pick the first option under Local.
3Click Open folder… and choose Documents › AI-Workshop.
4Check the mode selector reads Manual, so Claude asks before it changes anything.
If Claude asks whether to trust the folder, say yes. No AI-Workshop folder yet? Make one in Documents now. Windows: if Claude says "Git is required," install Git for Windows.
Step 2
Connect your Gmail.
1In Claude, open Customize › Connectors.
2Find Gmail. Click Connect. Sign in to Google and approve.
3Back in Code, click + and open Connectors. Make sure Gmail is there.
4Ask Code: "Can you see my Gmail? List the subjects of my last 3 sent emails."
Microsoft 365 works only through a company account your admin has approved. Personal Outlook and Hotmail cannot connect yet.
Step 3 · Type this in Code
Build your Lead Follow-Up skill.
Prompt
Create a reusable skill for me. Save it in this folder as .claude/skills/lead-follow-up/SKILL.md, with a name and a one-line description at the top.
The skill: when I give it a lead's name, email, business, what they asked about, and any past contact, it writes a short follow-up in my voice and saves it as a draft in my Gmail.
Read my last 15 sent emails in Gmail and match my greeting, tone, sentence length, and sign-off.
Rules: open with something specific to them. Get to the point fast. End with one clear next step. Never send. Drafts only.
Ask me any questions you need, then save the skill. When you are done, tell me how to use it.
Click Allow once so it can read your sent emails, and accept the new file when Claude shows it. Then type / in the message box. You should see lead-follow-up. Not there? Type /reload-skills, then / again.
Step 4
Test it in your Drafts.
Prompt
Use my lead-follow-up skill for this lead: [Name], [email], [business]. They asked about [what they wanted].
Save it as a draft in my Gmail with a clear subject line. Do not send it.
Replace everything in [brackets] before you press Enter. Click Allow once for reading Gmail and saving the draft. If Claude asks to send, click Deny. Then open Gmail › Drafts. It is there, in your voice.
Break
15
minutes. Stretch, refill, come back ready to build.
Your business, in one file
Give Claude your business.
A file called CLAUDE.md in your folder. Claude reads it every time you work there.
Prompt
Create a file in this folder called CLAUDE.md. It tells you about my business every time we work here.
Who I serve: [your ideal client in one line]
What I offer: [your main services]
My voice: [three words, for example warm, direct, practical]
When you write for me, stay inside these facts. If something is not in this file, ask me instead of guessing.
Replace everything in [brackets] before you press Enter. Accept the new file when Claude shows it.
The map
Where everything lives.
Chat
Ask, think, and connect your accounts.
Code
Does the work. Your skills and files live in your folder.
Chrome
Claude on any web page. Coming on Day 2.
Step 5 · Type this in Code
A skill that writes like you.
Prompt
Create a reusable skill for me. Save it in this folder as .claude/skills/email-in-my-voice/SKILL.md, with a name and a one-line description at the top.
The skill: when I give it an email I received, it writes a reply in my voice and saves it as a draft in my Gmail.
Learn my voice from my last 15 sent emails. Open with something specific to the person. Keep sentences short. Propose one clear next step when the email needs one. Never write "I hope this email finds you well" or "circling back."
End every reply with this signature:
[Your Name]
[Your Business]
[Phone] · [Website or booking link]
Never send. Drafts only.
Replace everything in [brackets] before you press Enter, especially your signature. Then check it with / (or /reload-skills).
Step 6
Schedule your morning drafts.
1In Code, open Scheduled in the sidebar (or under More), then New task. It may say Routines.
2Under Advanced settings, turn on Only on this computer. Pick your AI-Workshop folder.
3Set it to weekdays at 7:00 AM. Paste in the prompt.
4Click Run now once. When it asks to search, read, or draft in Gmail, choose Always allow. If it asks to send, reply, or forward, click Deny.
Prompt
Be my morning email assistant. Use my connected Gmail and my email-in-my-voice skill.
1. Find emails from the last 3 days from real people, sent to me, that I have not replied to. Skip newsletters, promotions, receipts, and no-reply senders. Skip any email that already has a draft reply in my Drafts. If you are not sure, include it.
2. For each one, write a reply with my email-in-my-voice skill and save it as a draft in Gmail. Never send.
3. End with one line: how many drafts you wrote.
It runs only while Claude is open and your computer is awake. Turn on Keep computer awake in Settings › Desktop app. If it was asleep at 7, it runs once when it wakes.
Stretch goal
Your morning dashboard.
Prompt
Build me a page called dashboard.html in this folder, using my Gmail.
Show every email from the last 5 days, from a real person, that I have not replied to. Skip newsletters, promotions, receipts, and no-reply senders.
Group them by day, newest first. For each one show the sender, the subject, one line on what they want, and a status: Draft ready, Needs draft, or Replied.
At the top, show how many still need a reply. When you finish, show me the file so I can click it and open it.
When I say "refresh my dashboard," rebuild it with the latest. Add one line to CLAUDE.md that explains how to refresh it. Never send anything.
Click the file name Claude shows you to open it. Say "refresh my dashboard" any morning for the latest.
Live
Watch it run.
Look for our emails in your inbox.
1In Code, open Scheduled, find your morning drafts, click Run now.
2Open Gmail › Drafts. Your drafts include replies to our emails, in your voice.
3Stretch: "Refresh my dashboard."
The math
What one routine gives back.
10 minutes saved a reply×6 replies a day=1 hour a day
1 hour×250 workdays=250 hours a year
$25,000
At $100 an hour, from one routine. An example. Use your own numbers.
PAUSE.
Turn to the person next to you.
"The one thing I'm handing to Claude this week is ______."
30 seconds. Go.
Before November 7
This week.
1Let your morning drafts run every weekday.
2Log it: drafts sent and minutes saved.
3When a draft sounds off, tell the skill what to fix.
4Bring your numbers on Day 2.
Day
Drafts sent
Minutes saved
Monday
Tuesday
Wednesday
Thursday
Friday
Day 2 · Saturday, November 7 · 9 AM to 1 PM · In person
See you November 7.
Day 2: put Claude on the web, rebuild your website, and build your one workflow.
×In partnership with
Day 2 · Saturday, November 7 · 9 AM to 1 PM · In person
Put Claude on the web. Then build.
Today you grade your website, rebuild it live, and build the one workflow you came for.
×In partnership with
Look how far you came
Last Saturday you built.
Gmail connected
→
Lead Follow-Up skill
→
Your business in CLAUDE.md
→
Email in My Voice
→
Morning drafts
A week ago, AI typed for you. Now it drafts your replies for you.
Round the room
How did the week go?
1
What ran?
What did it draft for you?
2
What felt off?
What broke, or did not sound like you?
3
What's next?
What do you want it to do now?
Behind? Join the fast-lane table. We catch you up in 20 minutes.
Before and after
Your numbers.
Your workflow
Before, hours a week
After
Saved
This is your success story. Write it down.
Four hours, one break
How today runs.
9:00Your week and the fast lane
9:30Use AI like a pro
9:45Claude in Chrome: grade your site
10:15Claude Code: rebuild your site
10:55Break
11:10Your workflow, built
12:10Your roadmap
12:35Your story and close
What changed
Let's kill the myths.
The myth
The reality today
"AI just makes stuff up."
Give it sources and your data. It works from facts.
"AI is fancy autocomplete."
It reads, decides, and acts across your tools.
"It will leak my data."
You control your settings and use a paid, governed account.
"You have to be technical."
You describe the outcome in plain English.
"Prompting is a dark art."
Clarity beats clever tricks.
If something you know about AI is from 2024, assume it changed.
The big mindset shift
Describe the result, not the steps.
The old way
"First do this, then do that, then format it like..."
You micromanage every step.
The new way
"Here's what done looks like. Make it match."
You set the destination. Claude finds the route.
Tell it what success looks like: a number, a format, a finished example.
The fastest shortcut
Show, don't tell.
AI is a world-class mimic. Paste one example of what good looks like.
Your example
→
Claude
→
More, just like it
Next
Claude steps onto the web.
Into your browser. Onto your website.
Why this matters
43%
of Google searches now show an AI answer first. A year earlier it was 15%.
If an AI can't read your website, it can't recommend you.
Source: Similarweb data, reported by TechCrunch, July 27, 2026.
Claude in Chrome
Claude, right inside your browser.
On any page
A side panel next to whatever site you have open.
It acts
It reads the page, clicks, types, and fills forms for you.
You set the leash
Choose "Manually approve" and it asks before it acts.
Chrome only. It does not run in Edge or other browsers.
Live, together
Put Claude in your browser.
1Open Google Chrome. Go to the Chrome Web Store.
2Search Claude by Anthropic. Click Add to Chrome.
3Click the puzzle piece and pin Claude.
4Open it and sign in with your paid Claude account.
Open your homepage in Chrome. Open the Claude panel. Paste this.
Prompt
You are looking at my business website. Grade this page two ways: as a first-time customer, and as an AI search engine deciding whether to recommend me.
Score it 1 to 10 on:
1. Clarity: is it instantly clear what I do and who I help?
2. Trust: what builds or breaks confidence?
3. Action: is the next step obvious?
4. AI readability: could an AI describe my business accurately and recommend me from this page?
Give me a short scorecard, the top 3 things working, and the top 5 fixes, most important first.
No website? Grade your Google Business Profile or a competitor's site. Keep the scorecard open. We use it next.
The big build
Now we build you a new one.
A modern website, from scratch, on your computer.
Claude Code
Code builds the whole thing.
You used it on Day 1. Today it builds a website.
You describe itin plain English
→
Claude writes the filesHTML and CSS
→
A folder you ownreal files on your computer
Set up
Open a new folder.
1Inside your AI-Workshop folder, make a folder called My New Website.
2In Code: environment selector › first option under Local › Open folder… › My New Website.
3Keep the mode on Manual.
Windows: if you see "Git is required," install Git for Windows.
Type this in Code
Watch your website get built.
Prompt
Build me a modern one-page website for my business as clean HTML and CSS, saved in this folder.
Use the real content from my current website and the grade we just did:
[paste your site's text or the scorecard here]
Include a strong hero with a clear headline and one call to action, a services section, an about and trust section, room for reviews, and a contact section with my booking link.
Make it look current, with smooth scrolling and gentle animation, and make it work well on phones.
Use only facts I give you. Do not invent reviews, numbers, or claims. When you finish, show me index.html so I can click it and open it.
Replace the [brackets] with your site text or the scorecard. No site yet? Delete that line; Claude already has your business facts from CLAUDE.md. Click Allow once as it works, then click index.html to see your new site.
What you have now
You're holding a real website.
A folder of filesHTML and CSS
→
Your web developer or your host
→
Live
Real files, not a picture. Hand them to whoever runs your site.
Break
15
minutes. Then your workflow.
Table rounds
Your workflow, built.
1. The one thing
What do you most want done?
2. The workflow
The steps, in order.
3. Where Claude plugs in
Which steps it takes off your plate.
4. Your next step
The first move you make this week.
Your round
15 minutes. One workflow.
15:00
The honest truth
The magic needs a foundation.
A clear ideal client
Exactly who you serve.
A clear offer
What you sell, in plain words.
A clear brand
How it should look and sound.
Clear inputs
→
Extraordinary output
Write it down
Your roadmap.
The one thing
The workflow
Where Claude plugs in
My next step this week
Mark it again
Where are you now?
Stage 0ClarityYou know what gets done and how.
Stage 1Defined workflowYou can hand off the steps.
Stage 2Automated workflowAI runs the steps when triggered.
Stage 3AgenticAI runs them on its own, connected to your tools.
Stage 4AI-run businessYour operation runs with AI in the loop.
Compare it to your mark on Day 1.
Your story
Your success story.
Before
Hours a week on your one workflow.
After
Hours a week now.
In one sentence
What changed for you?
We will send you a 2-minute form. Tell us if we may share your story.
PAUSE.
Turn to the person next to you.
"The one thing I'm handing to Claude next is ______."
30 seconds. Go.
Keep going
Want it built with you?
Stuck on your one thing? Book a working session. We map it, build it with you, and hand you the keys.
×
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