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FULL Claude Tutorial for Beginners in 2026! (Become a PRO!) — Transcript

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0:00In this video, I'm going to walk you
0:01through every single feature in Claude
0:03from the basics all the way up to the
0:05more advanced techniques like creating
0:06automations that do the heavy lifting
0:08for you. Also, I'm going to show you how
0:10to build your AI operating system. This
0:13is going to turn Claude into your
0:15executive assistant. Now, I use Claude
0:17every single day. I'm talking
0:18researching, scripting, strategy,
0:20brainstorming, knocking out tasks that
0:22used to take me an hour in literally 5
0:25minutes. It is the tool I have open more
0:26than anything else and the reason for
0:28that is simple. Everything you need is
0:30already built in. You don't need to
0:32connect 30 different tools and watch 20
0:34different tutorials before it's actually
0:36useful. You open it, you set it up
0:38right, and it just works. [music] So,
0:40this is the full Claude guide. Let's get
0:42right into it. All right, let's start
0:44from the very beginning. If you don't
0:45have a Claude account yet, this is going
0:47to take you about 2 minutes. If you
0:48already have one, skip ahead. I'll put
0:50timestamps in the description, but even
0:52if you have an account, I recommend you
0:53stick around for the plan breakdown
0:55because most people are on the wrong
0:57plan for what they're actually trying to
0:59do.
1:00All right, so here's the pricing. Now,
1:01the free plan is genuinely good. You get
1:03Claude Sonnet, web search, file uploads,
1:05artifacts. It's great for trying
1:07everything out before spending money. As
1:10you can see, you have all of the
1:11features right here. I'm currently at
1:12claude.com/pricing.
1:15You can find the pricing page there.
1:16I'll even leave a link in the
1:17description if you want to access that
1:19quickly. Now, the thing I recommend to
1:21every person wanting to actually get
1:23into AI and use it is to actually get
1:25some skin in the game. Like, start
1:27putting some money into this. I don't
1:28get anything for you doing this. I just
1:30remember when I went from free to the
1:32next plan up, the $17 or the $20 a month
1:35if billed monthly, this is when
1:36everything started to change because
1:38this is like, okay, I'm invested now,
1:39you know? Like, you need to kind of get
1:41invested to get the genuine benefits out
1:44of all of these plans. But, really don't
1:46overthink it. You can watch this video,
1:48start free. If you hit the limits within
1:49a week, upgrade, and that's signal that,
1:52okay, yeah, you've moved on. But, what
1:54you can do is you can hit try Claude on
1:55any one of these, and if you're not
1:57signed in, it's going to take you to a
1:58sign up where you can sign up with I
1:59believe Apple or Google, and it's just
2:01like any other sign up process. But, now
2:04you're in Claude and you've probably
2:05been here before. This is your prompt
2:06bar in the middle of the screen. This is
2:08where you type into the intelligent
2:09models. You have your model selector
2:11right here. So, I'm usually on either
2:13Opus 4.6 or Sonnet 4.6. Sonnet is good
2:17for everyday tasks. Opus is for for
2:19like, as you can see, ambitious work. Uh
2:22they even have a voice model right here
2:23where you can use voice mode. I'll show
2:25that later. And the plus button where
2:26you can access a bunch of the features.
2:29Now, over on the left-hand side is where
2:31you can create a new chat. You can open
2:33up your sidebar to view all of your past
2:35conversations. You can kind of navigate
2:37around your Claude workspace. We're
2:39going to be going over a lot of this
2:40stuff today in this video. So, when I
2:42open up my sidebar, what you're going to
2:44see is I have some projects here, which
2:45we're going to get into projects, and I
2:47have all of my chat threads. So, I can
2:49click into one of these and view my past
2:52conversations that I've had with Claude,
2:53which is very cool.
2:55I'll ask, what's the weather like in
2:57Southwest Michigan today? I can use that
2:59for Sonnet, and then I can send it off.
3:02As you can see, it pulls up a nice view
3:04of what the weather looks like in
3:05Southwest Michigan. Gives me a nice
3:07little day-by-day, and then in the
3:08sidebar, as you can see, I have my chats
3:10over here. And if you click into your
3:12chat, you can do a couple of things. You
3:14can star it, so it stays up top pinned.
3:17You can rename it, so I can just name
3:18this weather for the week. I can hit
3:22save, and I can even add it to a
3:24project, which we'll get into later.
3:25Okay, so you're in. Now, before I show
3:27you any features, I need to show you one
3:29thing that determines whether Claude is
3:31useful to you or not. And that's how you
3:33talk to it. Now, most people when
3:35they're talking to models write
3:36something vague like, write me an email
3:38or give me a business plan, and they get
3:40something back generic, and then they
3:41start thinking like, that's just how AI
3:43works. That's what it does. But, it's
3:45not. Claude is only as good as what you
3:47give it. The more context, the more
3:49specific you are about what you actually
3:50want, the better the output gets, and I
3:52mean dramatically better. So, instead of
3:55talking about it, let me actually show
3:56you. All right, so here's an example of
3:59what a bad prompt might look like. And
4:03this is how a lot of people start. They
4:04go in here and they ask it a question
4:06like 99% of people, but I always say if
4:08you talk to AI like 99% of people talk
4:11to AI,
4:12doing things like what I'm showing you
4:14right now, you're going to get results
4:15like 99%
4:18of people aren't where you want to be.
4:20So, don't talk to it like everyone else.
4:22Everyone's asking basic, generic, canned
4:24questions like this, things that you
4:25used to type into Google.
4:26So, I'm going to show you a side-by-side
4:28example of what a bad prompt looks like
4:30with a good prompt and how you should
4:31actually be communicating with AI right
4:32now. So, I've got a framework for this,
4:35and it's going to help you wrap your
4:36mind around how should you be talking to
4:38AI? How should you be asking questions?
4:39But, I need to show you the bad prompt
4:40first in order for you to see how good
4:42the good result actually is. So, I'm
4:45typing this in, how do I go viral on
4:46social media? I'm going to actually use
4:50incognito so it doesn't pick up any of
4:52my past chats. It doesn't pick up any of
4:55my memory or anything it knows about me
4:56just so we can have a plain prompt, raw
4:58Claude. How can I go viral on social
5:00media? I'm going to send that off, and
5:03then [snorts] it gives me some generic
5:04advice. You know, it's fine. It's
5:06usable, but I would spend 20 minutes
5:08just trying to get this to actually go
5:10into my workflow. And
5:12to be honest, this is canned generic
5:13advice you could find anywhere. So, it
5:16says, going viral isn't a guaranteed
5:17science. Create content that people want
5:20to share, like evoke strong emotions.
5:23Tell a story. Be relatable.
5:26It's talking about certain formats like
5:28short-form reels, TikTok shorts. Uh
5:31captions matter. Post consistently. Play
5:34the algorithm game. Ride trends.
5:36Collaborate. Very basic things that,
5:40honestly, now I've got to take this and
5:42I've got to shape it into my own world
5:44when I could have shaped the model into
5:46my world so that I didn't have to do
5:48that myself. So, let me show you what a
5:49better prompt would look like using my
5:51flagship format. So, here I've got the
5:53same idea, right? We asked Claude, how
5:56can I go viral on social media? Great,
5:58right? But, if you want to get the most
5:59out of Claude, you got to give it some
6:01more. What I like using is the goal,
6:04context, action, output format
6:06framework, otherwise known as GCAO.
6:09I have a full video in the upper
6:10right-hand corner if you want to pause
6:11here, go watch how I think about
6:14creating these styles of prompts and
6:16what I include in each section. You can
6:19do that. But, this is so much better,
6:21and this is how you should be talking to
6:22Claude. For example, instead of I want
6:24to go viral on social media, give it
6:25information about your situation. I want
6:27to attract small business owners who are
6:29already making money but feel
6:30overwhelmed running everything by
6:31themselves. I'm not trying to get
6:33famous. I want the right people finding
6:34me and reaching out about working
6:35together. Then I give context. I run a
6:37coaching business doing about 15K a
6:39month. I post on Instagram and LinkedIn.
6:41See, I'm giving it platform-specific
6:43things now, but I get in generic
6:45engagements. Now, I'm bringing up a
6:46problem. Likes from people who will
6:47never buy. I've tried posting tips and
6:49motivational content. It hasn't
6:51translated to clients. I have about 45
6:53minutes a day to spend on this. So, I'm
6:54giving it a lot of context into what
6:55I've tried, what I've got. And then I
6:57give it a clear action. Identify the
6:59specific type of content that attracts
7:00buyers rather than followers for a
7:02service-based business and explain why
7:04that content works differently than the
7:06content designed for reach. And then I
7:08give it a specific output format. I want
7:09everything above in, which is the O in
7:12GCAO. So, I say, give me three content
7:15angles with one-sentence explanation of
7:17why each one attracts buyers
7:19specifically. No generic advice about
7:20consistency or hashtags. So, as you can
7:23see, this is a much better way of
7:24talking to Claude than this. This is so
7:28basic, and you might as well not even
7:30use AI. Give it a goal. Give it a good
7:32context. Give it an action. Give it an
7:33output format when you're prompting and
7:35when you want to solve a problem or when
7:36you want to brainstorm something. So,
7:38I'm going to send this off using the
7:40exact same model in incognito mode so it
7:42doesn't know anything about me. And now
7:44it's going to um give me actual angles
7:48that I can hit using my specific
7:49platforms. So, as you can see, I asked
7:51give me three content angles. So, it's
7:53going to give me three different pieces
7:54of content I can create with why it
7:57works and why it attracts buyers in my
7:59niche specifically. And then it really
8:01goes down into um
8:04drills down into these three things. So,
8:06I turned down a client stories or any
8:08decision that cost me something. That
8:09would be like a social media post I
8:10would create. You know, we don't have to
8:12go into the answers, but as you can see,
8:14it's in my specific output format. It's
8:16very specific to my problem because I
8:18just took more time and I actually put
8:20effort into my prompt, which is going to
8:22make the AI begin working for me. And
8:24honestly, most people stop there, but I
8:26highly encourage iteration. Keep talking
8:28to the model until you get what you
8:29want. So, I could say, give me six more
8:32variations of number two. And I can send
8:36that off. Maybe I like content angle
8:38number two. And now it's going to give
8:39me six variations of before and after
8:42operational specifics from client work.
8:44And uh the these are the types of
8:47iteration questions or statements that
8:49you want to really drill into. There
8:50have been times where I've sat here and
8:52had a conversation with Claude for
8:54literally 7 to 8 hours straight until I
8:57got the answer that I was satisfied
8:58with. So, don't be scared. Like, ask it
9:01anything no matter how dumb the question
9:02is until you figure out what you want.
9:04Okay, so now you know how to actually
9:06talk to Claude, but most people think
9:08that that's all it does. They use it
9:09like Google where you go in and you type
9:11something and it types something back.
9:12You get your answer and you leave. But,
9:14here's the thing. Claude can actually
9:16see things, number one, and search the
9:18internet in real time. These two
9:20features alone turn it from a little bit
9:22of like a glorified Google search into a
9:24full research and analysis tool. And I
9:27am using web search constantly. I pull
9:30in documentation for any tool that my
9:32team is using. I'm researching current
9:34events. I'm looking up competitors.
9:36Anything at all where I need information
9:38that is accurate and up-to-date at this
9:40very moment, that's what I'm using web
9:42search for.
9:43Now, vision changes the game completely
9:46because you can upload screenshots,
9:48photos, documents. Claude looks at them
9:51and understands them and then helps you
9:52solve problems based around them. So,
9:55let me show you both in action. Okay, so
9:57let's just start off with the web search
9:59feature. This one is more powerful than
10:00people think because it's like you have
10:02a really smart assistant friend that you
10:05can go give tasks to do on the internet.
10:07You can give it these huge prompts, tell
10:09it to research, do information on a
10:10specific company, a specific person, a
10:12specific tool, a competitor, whatever
10:15you want and you can have it do actions
10:17for you like create blog posts or do
10:18whatever and it's all powered with web
10:20search. So, in order to turn on web
10:22search, what you need to do and by the
10:23way, you need to have this on all the
10:25time so you can get relevant,
10:26up-to-date, non-hallucinated but what
10:29you need to do is you need to hit this
10:29plus button and you need to just click
10:31where it says web search, okay? That's
10:33it. So, I'm going to click web search
10:34and now it's blue and it's activated.
10:37And so, in this prompt, yes, I'm using
10:38my same prompt framework and I'm
10:39building off of that because I'm serious
10:41about prompting like garbage in, garbage
10:43out. Good quality in, good quality out.
10:46So, what I'm doing right now is I want
10:48to use web search to understand exactly
10:49what Andy Elliott is doing with his
10:52coaching offer right now. This is a
10:53high-ticket uh ex-car salesman uh
10:57guru and I honestly he's helped me a
10:58lot. I went I went to a lot of his uh
11:00mentorships and met him. Very cool dude.
11:02But, I would say I want to research how
11:04he's running his operations. Like, maybe
11:06I run a high-ticket coaching business.
11:08Let's say I run a high-ticket AI
11:10business coaching offer targeting small
11:11business owners doing 15 to 100k a
11:13month. This would be like my context but
11:15I'm using web search, remember? So, I
11:16say, "Use web search to research Andy
11:18Elliott's coaching offer, content
11:20strategy and sales funnel. Identify his
11:22main offer and price point." So, I'm
11:23basically using web search to get live
11:25information on one of not really my
11:27competitors but somebody I look up to
11:29that I kind of want to copy uh some of
11:31the elements to drive sales. So, I'm
11:33going to send this off and because we
11:35have web search active, what you're
11:36going to notice is it's going to start
11:38looking through articles live on the
11:39internet for us. It says, "Searching the
11:41web." And then it's pulling in all of
11:43these articles for what he's actually
11:45doing. It's pulling in Quora, it's
11:47pulling in his website, his Instagram.
11:49And after it synthesized all of that
11:51information from the web, now it's
11:54bringing me back an actual response. So,
11:56it says his primary call to action
11:58routes and it's giving me literally
11:59everything with web search in such a
12:02short amount of time. This is insane.
12:04Entry-level product is 0 to 100k
12:06self-study course priced around $599.
12:08Pulls people in before upselling to
12:10coaching. Beautiful. Gives me the
12:11content strategy. Gives me sales
12:13language and positioning. Top 1% big
12:16dogs, not for beginners. Those ready to
12:18go dark. Okay, so it's some pretty it's
12:20some pretty heavy stuff here. Gives me
12:22the gaps and underserved angles.
12:25Very cool. So, this is just one example
12:26of me researching a competitor or
12:29somebody that I look up to that's doing
12:30better than me in what I want to do and
12:32giving me their strategy in a matter of
12:34seconds.
12:36So, that's web search in a nutshell. You
12:37can do that with current events, you can
12:39do that with market info, tool
12:40documentation. You can have it create
12:43anything for you with web search. It's
12:45pretty sweet. Now, let me show you
12:46vision. Vision is one of those things
12:48that if you're not using it, you need to
12:50start using it and it's one of the more
12:52powerful things because Claude can
12:53actually see images. I'm talking real
12:55life things you take with your phone,
12:57analyze it and give you feedback. So,
12:59think about this in terms of business
13:01like you could take a screenshot of your
13:02website and go, "What can I do in order
13:04to increase conversion on my landing
13:06page? What can I do to increase
13:07conversion with my form? How do these
13:09flowers look? Why are they dying?" I
13:11mean, you can go completely opposite but
13:13what I'm going to show you is an example
13:14of having Claude analyze one of my
13:16thumbnails and telling me what it could
13:18do better.
13:19So, I'm going to hit this plus button
13:21and then you can actually add files or
13:23photos. But, since we're using vision, I
13:25want to upload a photo so it can
13:26actually look at the photo and give me
13:28feedback. I'll select this and then I
13:31uploaded an image from my desktop. It's
13:32currently loading. This was a thumbnail
13:34in one of my recent videos, "Sellable AI
13:36Systems Under 20 Minutes." Let me see
13:38what Claude uh has to think about this
13:40thumbnail. And I could say something
13:42like, "Give me feedback on this
13:43thumbnail in order to increase
13:44click-through rate." And then I can send
13:46it off and Claude watch you be able to
13:48give me real live time feedback because
13:50it can read images and see it. I know
13:52this wasn't the best prompt. I should
13:54give it my industry, my niche and all of
13:55that stuff but just so you get the idea.
13:58Here's honest feedback to increase CTR.
14:00What to fix? Your title has a framing
14:02problem. Sellable AI systems require the
14:04viewer
14:05to already want to sell AI systems. It's
14:07insider language compared to how I build
14:10AI systems clients pay 5k for. Okay,
14:12yeah, got me there. Your face is too
14:14passive. Hand on chin is thoughtful, not
14:16excited not excited or authoritative.
14:19Okay, maybe I look a little passive. So,
14:21Claude can tear your thumbnails apart.
14:23We do know that but the point that I
14:25want you to understand is it can read
14:27images. So, I'm sure you already have
14:29thoughts and ideas jogging through your
14:31mind about how this might be able to
14:32work for you. Okay, so this next feature
14:34is called artifacts and this is the one
14:35that blows people's minds the first time
14:38they see it. I know it did for me.
14:40You can ask Claude to create something
14:42substantial, something like a tool, a
14:44calculator, a dashboard, a form, an
14:47interactive document and it won't just
14:49give you text. What it does is it opens
14:52up an entirely new panel and builds you
14:54a fully working thing right there in the
14:56conversation without any code or
14:58technical knowledge. You just describe
15:00exactly what you need, Claude builds it
15:02and then you can publish it, share your
15:04links to your clients, your team and
15:06literally anyone on the internet can use
15:07it. So, essentially what you can do is
15:09build custom tools in 5 minutes that
15:11would have taken a developer days. So,
15:14let me show you that in action. All
15:15right, let's get into it. One of my
15:16favorite features in Claude, the
15:18artifacts. Now, you can go to your
15:20left-hand sidebar. If you want to open
15:22it up, you can even do that there. Uh
15:24but what you're going to notice is
15:25there's an artifacts button and when you
15:27click artifacts, you get some templates.
15:30You can uh create a new artifact up here
15:32on the on the right-hand side. You can
15:35see all of the things that it has to
15:37offer. So, you can transform raw notes
15:40into structured notes, you can edit
15:42writing, you can go PRD to prototype,
15:44Slack project insights, flash cards. And
15:47so, you can look through these. They're
15:48fun to look through. You can play around
15:50with them but to be honest, I don't
15:52really like looking for something to
15:54build. I like it when I have an idea. I
15:56love knowing I can just come and throw
15:58it in Claude for an MVP and get
16:00something built in a matter of seconds.
16:02So, I could do an animation, I could do
16:04an app, a website, whatever I want. If I
16:06visually want to see something, I'm
16:07coming to Claude and building an
16:08artifact for it.
16:10Let me show you a quick example of
16:11something with actual utility. So, maybe
16:13I'm trying to start a new AI agency or
16:15something and I want business owners
16:18that I'm going to selling automations to
16:20to see the return on investment for, you
16:23know, building automations with me. So,
16:25I want to build this interactive ROI
16:27calculator for business owners who are
16:29considering AI automation in their
16:30business. The inputs of this calculator
16:32should be their hourly rate, hours per
16:34week spent on manual or repetitive tasks
16:36and number of weeks they work per year.
16:38The outputs should be the annual cost of
16:40those manual tasks, estimated time
16:42saved, estimated annual savings and a
16:44simple ROI metric if they invested 5k in
16:47an automation setup. Something that
16:48makes it a no-brainer to invest with me.
16:50You know, I'm building out this
16:51calculator that people will be able to
16:53use. So,
16:55uh I can do that and I can even say like
16:57in an artifact up top here uh just so it
17:00knows
17:01that it needs to create an artifact.
17:04Once I have that, I can send it off and
17:06honestly for these more uh capable
17:08tasks, what I want to do is use Opus 4.6
17:11since it's better at coding and better
17:13at building these things. So, when I
17:15send this off, what it's going to do now
17:16is use code from our natural language in
17:19order to build something for us.
17:21Absolutely insane.
17:23Now, there was no magic thing happening
17:25off camera. This is a one-shot prompt
17:27meaning I typed in a prompt and it
17:29created it in one response for a
17:32calculator. So, now we have a mini app
17:35that is dynamic that I can use and it
17:37shows annual cost of manual work. So,
17:40this is an ROI calculator for a business
17:42owner. Like, what's their hourly rate on
17:44a certain task? Maybe it's like
17:46bookkeeping, $30 an hour. Maybe we're
17:48automating their their entire
17:49bookkeeping process. Manual hours per
17:52week. Well, that's a 40-hour a week job.
17:54Working hours per year, 50 weeks per
17:57year. But, this is a literal calculator
17:59now that we built with one prompt. I
18:01mean, you saw the prompt. It took 5
18:03minutes to build it and now what I can
18:04do in the upper right-hand corner is I
18:06can download this or I can publish the
18:08artifact and I can publish and copy
18:11link. Now, I can copy this link. I can
18:14paste it in and hit enter and now this
18:16is a public thing that I can use as an
18:19asset. I can even go full screen, make
18:21this look a little bit nicer. But, this
18:23is great for building out MVPs, mini
18:25animations, visual ways to see things
18:28and it really just
18:30with Claude, it's quite the experience
18:32building out these artifacts. And so, if
18:34you're not using this yet, I highly
18:35recommend you get in here and start
18:37building out these mini apps, mini
18:38projects that are going to help you be
18:40more productive. All right, now
18:42everything I've shown you this far, the
18:45prompting, the search, the vision, the
18:48artifacts, all of that works in just a
18:50blank conversation with zero setup.
18:52That's just native Claude features and
18:54it's already super powerful. But, what
18:56I'm about to show you next is where
18:57Claude goes from a good tool to
18:59something that actually works for you
19:00specifically. Now, Claude has a place
19:02where you can give it permanent
19:03instructions. These are rules that it
19:05follows every single time you talk to it
19:08or start a new conversation. This
19:10feature is called custom instructions.
19:12It allows you to customize the outputs
19:14of Claude. So, let me just go in, set a
19:17quick custom instruction right now and
19:18show you how it works before I actually
19:20show you how I use it personally. Now,
19:23like I told you, custom instructions are
19:24super super powerful if you use them
19:27right. First, I'm just going to show you
19:29where they're at and show you a quick
19:30example so you can kind of in your mind
19:32understand and begin to uh think about
19:35different ways that you could use this.
19:36This is one of the most powerful
19:37features in Claude, in any model because
19:39it allows you to transform the model
19:42into something that nobody else has, a
19:44customized personal assistant. So, in
19:46order to get to that, in order to get to
19:48the place where you can provide custom
19:49instructions, what you need to do is in
19:50the bottom left-hand corner hit your
19:52profile and then go to your settings.
19:55And when you're in general, you can do a
19:57couple of things. You can select this
19:58thing what best describes your work. And
20:00then right here in this box, these are
20:02personal preferences Claude should
20:04consider in its responses. So anything
20:06you put here, it's going to take into
20:09account for every single new
20:10conversation that you start. So this is
20:12super powerful.
20:13Let me just type something funny out so
20:15you can see the power of this.
20:17So I told Claude, when I say pirate
20:19mode, you are to type an answer like in
20:21the last sentence of whatever you type
20:23should always be written backwards in
20:25reverse word order in this pirate mode
20:27even if it hurts readability. So what
20:30I'm going to do is I'm going to hit save
20:32changes. Going to wait for it to save.
20:34So now my account preferences have been
20:35updated. So now Claude's going to take
20:37this into account whenever I send off a
20:39message. And when I say pirate mode,
20:41it's going to sound like a pirate. Okay,
20:43I'm just going to say
20:45Hey there, how are you? And it should
20:47just talk to me like normal. Like, hey,
20:50okay, I'm doing well. How are you? What
20:51can I help you with today? I'm going to
20:53say pirate mode.
20:55I am looking for something to eat. I'll
20:59send that off. And then as you can see
21:02it goes into pirate mode here. So it
21:03says, Ahoy there matey. Looking for
21:05something to eat you say? Well, blow me
21:08down. I got some fine suggestions for
21:09ye. Ye could be mending your belly with
21:11some hearty provisions. Okay, so it
21:13followed those instructions because I
21:14said pirate mode. How about the last
21:16sentence? As you can see it says,
21:17Adventure for sale set into grub some
21:20grab should ye. So if you read that
21:23backwards, ye should grab some grub and
21:26set sail for adventure or for adventure.
21:30So this is a goofy example, but I'm just
21:31trying to show you what custom
21:32instructions do to your Claude account.
21:34You can make it sound pretty insane. And
21:37it's really good at following these
21:38little instructions. Now imagine this,
21:40instead of something silly like writing
21:42backwards, imagine if you told Claude
21:44your name, your role, your business,
21:46your communication style and how you
21:47want every response formatted. This is
21:50where it gets real. So instead of
21:52re-explaining yourself every time to
21:53Claude, which is good to do, you know,
21:55I'm a consultant. I work with X Y or Z
21:57clients. I prefer direct communication.
22:00I like my responses short. Instead of
22:02doing all that, you just tell Claude
22:03once and it remembers forever. Now in
22:06order to make it really useful, I've got
22:08a template in the description that I
22:10want you to use. And this is going to
22:11take it much further than the average
22:13Claude user. We're going to be filling
22:15out a custom profile. And this is going
22:18to be where you build your AI operating
22:19system. This is where you train a model
22:21on all of your preferences, your name,
22:23what you like, what you don't like, and
22:25everything in between. And so every time
22:28you come to Claude to use it, it
22:30understands already what you want. So
22:32you don't have to spend your time
22:33explaining yourself constantly. So
22:35everything that I've showed you up until
22:36this point has been pretty
22:37beginner-based stuff. But now is when
22:39we're going to cross the line. We're not
22:41just typing prompts. What you need to do
22:43is use all that stuff that I told you
22:45consistently for a week or two. Maybe
22:47even before you get into this. But I
22:49recommend everyone starts thinking in
22:51this manner. How can we make AI work for
22:53us as a partner, a thinking partner
22:55rather than us trying to uh just force
22:59our way and just constantly type
23:00prompts. Develop your AI operating
23:03system. And you can do so using that
23:04template that I left you for free down
23:06in the description. And it's very
23:08simple. You have five sections. And this
23:09just takes a little bit of time to fill
23:11out. So I mean you don't have to
23:12complete this now, but fill it out over
23:14the week as you're thinking about how
23:15you want AI to think with you. How would
23:18you want another employee to think with
23:19you? So the five sections of this
23:21prompt, this is really going to make
23:23Claude work for you in many different
23:26ways. So
23:27the five sections are identity, who you
23:29are and what your business does or maybe
23:31not even your business, but what are you
23:33doing your life? A lot of us aren't even
23:34business owners, right? Might be a
23:36business owner, but you also might be
23:38working for a company or wanting to
23:40escape the 9-to-5s. So don't necessarily
23:42think of everything in terms of
23:43business, but if you do own a business,
23:44that's great. But who are you? What is
23:46your work, right? Communication style,
23:48how do you want AI to talk to you? Do
23:50you like more direct stuff? Do you like
23:51when it has fun and have more emojis?
23:53There's a lot of people in my community
23:55of builders where they have their AI
23:57models send them like hundreds of emojis
23:59and they just like love having it be
24:00like all fun and like a best friend like
24:02you're like you're texting the girls in
24:03the group chat or something. Number
24:05three, goals and priorities. What are
24:06you focused on right now? Not like what
24:09were you focused on, but what are you
24:10focused on right at this very moment cuz
24:12AI when it has a goal, when it knows
24:13what you want, it can help work towards
24:15that goal. Number four is super
24:17important, daily schedule and
24:18non-negotiables. Your time constraints
24:20and structure. When do you like doing
24:22certain tasks? So if AI's planning
24:24something for us for you, it knows not
24:26to plan it in that certain time slot.
24:28Number five, avoidances. What you never
24:30want to see in responses, guardrails. Be
24:32strict and give AI what you don't want
24:35just as much as what you do want from
24:37it. And so I've left this in a system
24:38prompt template and I've given you
24:40bracketed uh sections where you put your
24:43own details. So delete any sections that
24:45don't apply to you and then you can
24:46paste it in that custom instructions box
24:48that I was showing you. So for example,
24:51it says, My name is your name. I run
24:53business here description.
24:55Um or I work for whatever company as
24:58what role. My clients are or my
25:00employees are or my team is. My role is.
25:03So as you can see it goes super in-depth
25:07and drills down into who you are in
25:09order to create this operating system
25:10for you and your model to operate in
25:13for the rest of this video and really
25:15for the rest of your life. This is like
25:17an updated file where AI understands you
25:20and it can communicate with you. And
25:21this is really how you start getting the
25:22most benefits out of AI. So this is in
25:25the description. I'll show you mine real
25:27quick. I'm not going to fill this out
25:28live, but if you want to fill this out
25:30live, just hit this copy button right
25:31here.
25:32Go to like a new Google document. I'm
25:34really sorry for the light mode. And
25:36then just paste it in. And then you can
25:37come in here and you can start editing
25:39things out. Like, my name is Drake
25:41Serach. I run and then my business and I
25:45could go on. I already went on and I did
25:47all of that. So here's what mine looks
25:48like. This is what mine looks like. It's
25:51huge. I've got all sorts of fun stuff in
25:54here. My name is Drake. I run two
25:55businesses, an AI education company, a
25:57YouTube channel with 300k, a school
25:59community called AI Foundations, 49 a
26:01month flagship courses. Uh I've got
26:04clients doing 15 to 100k per month who
26:06want AI implement AI systems implemented
26:08in their system. So I'm giving Claude
26:10all this information so it knows how to
26:12gear its responses towards me. I'm
26:14giving it my role, an AI systems builder
26:17who uses AI practically. I'm not a
26:18developer, but I do build real AI
26:20systems. Giving it communication style,
26:22my goals like growing my YouTube channel
26:24to drive inbound leads for my AI
26:25business audit offer. So this is how you
26:28want to construct a system prompt except
26:32for yourself. And this is what's going
26:34to put you in the top 1% of people
26:36because nobody's doing this. Nobody's
26:37putting in this work. And you can do
26:39this on Claude and have it really be a
26:41good tool for you. So I'm going to save
26:42changes. And now anytime I talk to
26:45Claude in every conversation, it's going
26:48to be geared towards my personalized
26:50instructions. So if I hit new chat, I
26:52can say, What is my YT channel at? And
26:56of course these would need to be updated
26:57dynamically, but has like a general
26:59idea. Just gives me it straight away.
27:01300k subs, beautiful. How many school
27:05members?
27:06Can send that off and it just knows it
27:08about me.
27:09What is my ideal schedule? And the point
27:13is not to ask these silly questions. I'm
27:15just trying to show you how it
27:17understands those system instructions
27:19and it can see into exactly what you
27:22want it to see and it knows things about
27:24you. So when it's crafting its
27:26responses, it's going to be so much
27:28better than if you just let it go free.
27:30Let me just show you quick two examples
27:32back-to-back for why this would be
27:34powerful. I can say something like, It's
27:37Tuesday.
27:39What should I be focusing on this week
27:43right now? And since it has my custom
27:45instructions and it knows everything
27:47about me and knows what I do on certain
27:49days, knows what I did on Monday, knows
27:51what I've got to do on Wednesday. And so
27:54it's going to give me exactly what me
27:57Drake Serach needs to do on this day. It
27:59has my company information. And if you
28:01have a team or if you're working with
28:03people, everybody should be doing this.
28:05So it says, Lerty AI Foundations. Right
28:07now morning deep work window since it's
28:1112:00 in the morning as I'm filming
28:12this. So now AI is strategizing with
28:15you, not against you.
28:16Like I said, if you want that exact
28:18template that we just used and that I
28:20used for this, the full AI operating
28:22system framework with every section
28:23mapped out, I've got it linked in the
28:24description. It's completely free. You
28:26can grab it, fill it in, paste it into
28:28Claude. It takes about 15 minutes and it
28:30changes everything from the very first
28:32conversation where you start actually
28:34prompting with it. And it's something
28:35you have to do once and then it works
28:37forever. All right, so it's time to get
28:38into the next feature, which is
28:39projects. Now custom instructions are
28:42the foundation of everything. That's
28:44kind of like your personal layer. But
28:46now let me show you how to build on top
28:47of that. So projects are dedicated
28:50workspaces inside of Claude that have
28:52permanent context. You create a project,
28:55you upload documents. These documents
28:57are things like brand guidelines, SOPs,
28:58client files, past work, whatever you've
29:01got. And you can also set custom
29:03instructions
29:05for that project. So you don't only have
29:06your personal custom instructions, but
29:09you can have custom instructions within
29:10a project. So now every conversation you
29:13have inside that project starts with
29:14Claude knowing everything it needs to
29:16know about that project situation. And
29:19not only that, but you have your
29:20personal Claude instructions as well. So
29:22they're working with each other. So not
29:25only do I have a project set up for each
29:26one of my businesses, but literal
29:28departments within my business. So I
29:30have one for my content, one for my
29:31community that I run. So when I sit down
29:33to work and strategize, all I have to do
29:36is open the project that I know Claude
29:39is trained on and it is up to date on
29:41literally everything about me. It knows
29:43what I talked about with it last week
29:44since it has memory. It knows what my
29:46standards are. It knows what I expect. I
29:48don't have to re-explain myself and I
29:50don't have to paste context in every
29:52single time. Now, this is truly the
29:53difference between using AI casually and
29:56actually running parts of your business
29:58through it or parts of your life through
30:00it. Let me show you how to set up a
30:01successful project. In order to get to
30:04projects, open up your sidebar in the
30:05upper left-hand corner. And then what
30:07you can see here is we've got chats,
30:09projects, artifacts, and code.
30:11Obviously, you want to click on the
30:13projects button. And when you open
30:15projects, you're going to get this
30:16folder-like system. I can just create
30:18these custom little containers in Claude
30:20that have it perform in a completely
30:22different way from anywhere else on the
30:23app. So, usually, we're just in this
30:25little chat window right here, right? We
30:27are if I go to the new chat, we're just
30:29communicating with Claude in the normal
30:31container that everyone else is using.
30:33When we go to projects, we get to create
30:35our own little custom container. So, if
30:37I hit new project, it's going to
30:39automatically start walking me through
30:40the process. Since it's something that
30:42I'm used to and it's in my domain, we
30:44just do YouTube video scripting. Or
30:49maybe not even scripting, but just like
30:50YouTube video ideation. Maybe I'll
30:52create ideas, get them scored, and I'll
30:56try to create intros for my YouTube
30:58videos in here whenever I type in an
30:59idea. Uh then you can tell it what you
31:02want to achieve. For now, I'm just going
31:03to hit create project. And now we're in
31:06in the project folder. So, this looks a
31:09little different, right? We have our
31:10chat bar over here on the left. We have
31:13uh this little section right here. We
31:15have something called memory, which I'll
31:16explain memory in a second, but then we
31:18have instructions and files. This is
31:22what takes you to the next level. So,
31:24not only do you have your personal
31:25instructions, which we already set up,
31:27which are running in the background like
31:29your AI operating system that we built
31:30together, that's always running, but we
31:32have project-level instructions. We also
31:34have files, so PDFs, documents, or
31:37anything that you want Claude to
31:38reference when you're talking with it.
31:40This could be things like SOPs. This
31:42could be things like invoices,
31:45proposals, any type of document that you
31:47use often, you could use in a Claude
31:49project and it will always reference it
31:51whenever you talk to Claude over here.
31:53And so, I'll just show you what that
31:54looks like. I'm going to hit add files,
31:56and first we're going to add some files.
31:57So, you can add things from GitHub. So,
32:00if you have a code base, you can upload
32:01things from Google Drive. You can just
32:03add normal text content. So, I could
32:05just name this just like um
32:08Drake's
32:09favorite food, which is a bad example,
32:11but I could put in something like pasta.
32:14I could put in uh salmon, you know, I
32:17could keep on going. And that's just a
32:18way you can add content to the project.
32:21And now Claude will understand my
32:22favorite food in this project in
32:24specific, not account level, but project
32:26level. So, I'm going to actually delete
32:28that. It's a bad example. But what I
32:30want to do is I want to upload from
32:31device because if I'm going to have
32:33YouTube video ideation, I want Claude to
32:35understand the format that I like
32:37scripting videos in. And that's not
32:39something you'd put on an account level
32:40cuz I don't want it thinking about
32:41scripting videos when I'm coming to ask
32:42a general question. I've got these two
32:44files right here, my brand guidelines
32:46and my intro formula. When I'm getting
32:48help scripting videos, I want it to know
32:50the exact formula I use. So, I'm going
32:53to upload both of these files up here.
32:55And then I'm going to hit open. And now
32:59only 1% of my project capacity is used.
33:01You can add a ton of different stuff in
33:03here. If I go into the brand guidelines,
33:05for instance, we have a who Drake is,
33:07his brand voice. Maybe this is for a
33:09specific brand. Maybe my AI Foundations
33:12brand, I could make it a little bit more
33:13energetic. I could make it uh a little
33:15bit more fun. And so, what you can do
33:17now is in this custom instructions, you
33:20can actually reference these files and
33:21tell Claude whenever Drake has a video
33:23idea, always reference brand guidelines
33:26and intro formula. So, if I click into
33:27here, now we have this project
33:30instructions.
33:31When creating any script outline or
33:33content brief, always reference the
33:35uploaded brand guidelines and the intro
33:37formula before writing. Match Drake's
33:38voice positioning and content rules
33:40exactly as described in the document.
33:41So, not only am I setting these custom
33:43instructions for how to write scripts
33:45and how to do everything, but what I'm
33:47also doing is telling it to reference
33:48these files.
33:50So, if I say something like, I want to
33:52create a video script for
33:56how to use Claude
33:59for beginners
34:02in 2026 and I send that off, now it's
34:05going to be taking all of my project
34:06instructions into account when actually
34:10being within this project folder. And
34:12so, you can like go through here and
34:13actually look at what it's thinking to
34:15if you click into this typing indicator.
34:17You can see it says, "Let me read the
34:18brand guidelines and intro formula
34:20before writing the script. Video concept
34:22check.
34:23Topic, audience. This fits Drake's brand
34:25well. Title options, result first, no
34:28revenue figures. Beautiful." And then it
34:30talks about contrarian angles and how I
34:33like creating certain video structures
34:35cuz I put it in my intro formula.
34:37And so, this would be like a title. How
34:39to actually use Claude. Most beginners
34:41get this wrong. Target audience,
34:43beginner ICP, search demand high. And
34:45so, as you can see, I've only uploaded
34:461%. I could upload all of my YouTube
34:48analytics. You could upload things like
34:50terms of service. You could upload
34:51privacy policies if you need to be
34:53careful about what you say.
34:55Uh for those public things, you can you
34:57can put it in here. I don't know if I
34:58recommend putting any legal stuff in
34:59here, but I've I've been known to do it.
35:02And so, being in a project really allows
35:04you and your team because you can invite
35:06teams to your projects to be aligned in
35:09using the same model because coherence
35:11is slipping. If everyone's using their
35:12own model, how do you know that it's not
35:15validating the wrong idea? So, you want
35:17to get people within a project and get
35:18people working in a system. Okay, so the
35:20next feature we're going to talk about
35:22is skills. And this is where things
35:24really start getting powerful. So,
35:27you've got your custom instructions as
35:28the foundation. You've got your projects
35:29as the workspace. Now, let me show you
35:31skills because skills are how you teach
35:33Claude how to do the specific tasks in
35:36the exact way you want them done.
35:37Instead of just explaining what you want
35:40every single time, you can create a
35:42skill. A skill is a specific set of
35:45instructions with examples, and Claude
35:47will follow it whenever that type of
35:49task comes up. Think of it like training
35:51an employee. You show them how to do
35:52something once, you document it, and
35:54from there on out they just handle it.
35:56It's like an SOP except it's custom
35:58instructions with examples, and you can
36:01even run code in these things that AI
36:03can generate. So, if you do something
36:05more than twice ever, if you're
36:07constantly coming back to the chat
36:08spread, you just need to make a skill
36:10because you can just invoke that skill
36:12and Claude will know how to do that
36:13exact task. So, it's like template
36:15prompts if you would. Let me show you
36:17what that actually looks like. Usually,
36:19these things take a little bit of time
36:21and effort up front to get the SOP or
36:23the process down the exact way you want
36:25it, but we can combine it with things
36:27like artifacts so it can generate
36:29artifacts for us without us having to
36:30explain the style, the structure, or
36:33anything at all. It just knows what to
36:35do. So, think about this for proposals,
36:37invoices, uh briefings on real data. You
36:41could upload real data and have it use a
36:44briefing skill that formats the data in
36:47the exact way you want in an artifact
36:49that's downloadable that you can send to
36:50your team. Things like that. So,
36:53what you want to do is you want to open
36:54up the sidebar, and skills are a little
36:56weird to find. You have to hit this
36:57customize button under the search tab,
36:59and this might move. But right now you
37:01have to hit customize,
37:03and then you're going to be presented
37:04with a couple of options, connectors and
37:06skills. For now, I'm just going to hit
37:08create new skill.
37:09And as you can see, it gives you a bunch
37:10of examples in here. It gives you my
37:12skills for this account. This is all I
37:14have right now is the Scaled Draw
37:15diagram for when I want to create
37:17diagrams, I can do that. But what I'm
37:19going to do is hit this little plus
37:20button up here, and then I'm going to
37:22select create with Claude because
37:25Claude's really good at building these
37:26skills for you, and you don't want to
37:28sit there and just build the skill
37:29yourself when something better than you
37:31can build the skill. So, I'm just going
37:32to tell Claude, "Let's create a skill
37:34together using your skill creator
37:36skill." So, Claude has a skill for
37:37creating skills for other people. It's
37:39so meta, but it's great. And remember,
37:41skills are like those little buttons you
37:44can press that just spawn things in for
37:46you with little information that you
37:47give it. You'll see that in the live
37:48example. But I'm going to send that off.
37:50It's going to ask me, "What do you want
37:52the skill to do?" I can say I want it to
37:55generate a professional AI business
37:57audit proposal as a downloadable.docx
37:59file. So, I just want to be able to come
38:01in here, say tell Claude to use the
38:04skill that generates the proposal, and
38:06give like a little bit of information
38:07about the client that needs it. I can
38:09send that off.
38:10And so, now it's just a step-by-step
38:11process walking through. And so, now
38:13it's just asking me, "Good starting
38:15point, a few questions to make sure the
38:17skill actually fits how you use it. What
38:19inputs does the person running this
38:21provide?" So, what I'm going to do is
38:23I'm just going to create a prompt that
38:24kind of answers all of these questions
38:26for the skill. Now, this is a pretty big
38:28prompt that I created, and anytime you
38:30see these little hashtags or pound
38:32signs, it's just markdown. So, this
38:34would be like a heading two, a heading
38:35three, and things like that. So, now I'm
38:37just going to give it everything that I
38:39want in the proposal and what I want it
38:41to generate each and every time.
38:44And this is really going to help it
38:46create the skill for us to generate it
38:48in this format. This is like a
38:49templatized prompt. So, I'm going to
38:52send this off, and now I'm just walking
38:54through with Claude building the skill.
38:56This really turns Claude into like an
38:57automation tool for you rather than
38:59something you have to go and manually
39:00type in. I can even give it an
39:02activation command once it's done
39:04writing. I can say, "Activate when the
39:05user says proposal, create a proposal,
39:08client proposal, or mentions preparing a
39:10document for a prospective client." Once
39:13Claude is done creating the skill, I can
39:15add this activation command so that when
39:17I can just when I just come into Claude,
39:19I can just say proposal, and it'll know
39:21instantly what it needs to use and what
39:23I'm about to do. Boom, just like that.
39:25It says both files are ready. It did the
39:28test script, and now it says the dot
39:31skill file is ready to install, and the
39:33test proposal is there so you can see
39:34exactly what the output looks like. The
39:36test was with a business coach at 25 to
39:3840k a month. And so, now I can just
39:41click into here and see what does that
39:42proposal look like? And if I don't like
39:44the styling of this proposal, I need to
39:46change it here because this is like the
39:48foundation. This is what it's going to
39:49look like anytime I invoke the skill.
39:51So, AI business audit, Elevate Coaching
39:53Group, prepared for Sarah Chen by Drake
39:56AI Foundations, and it gives the exact
39:57date. I can scroll down, the problem,
40:01what we will audit,
40:02investment, $1,000, includes
40:06about Drake. So, that was a one-shot
40:08prompt. I could add my logo to this. I
40:10could get super customized so that it
40:13generates this template every single
40:15time that I want to generate a proposal.
40:17So, I'm going to send this off. Can we
40:18activate when the user says proposal,
40:21create proposal, client proposal, or
40:22mentions preparing a document? And now
40:24it's editing my skill file live. And so,
40:26now what I can do is I can hit copy to
40:27your skills. And as you can see in the
40:29upper right-hand corner, it says copied
40:31to your skills. I'm going to hit manage.
40:33And now in my skills, I have the AI
40:36business audit proposal. What I said
40:38right here is, create a proposal for
40:40James Chen at Apex Digital, marketing
40:42agency doing about 40K a month. His main
40:44bottleneck is client onboarding. Takes
40:46his team 8 hours a week, and he's
40:47involved in every single one. So, I
40:49could say something like that, and now I
40:52can send it off. Now, watch the magic
40:54happen. It's actually going to read the
40:56proposal skill that it created. It's
40:58going to read the docx skill that it has
41:00within my proposal skill. And so, this
41:03is going to produce a ready-to-send
41:05proposal based on what I typed in here.
41:08So, if you're in like a service business
41:09like a construction worker, imagine you
41:11just come into Claude and with your
41:12voice using the voice mode, you just
41:13say, "Hey, I got off the phone with a
41:17client. They really want me to redo
41:19their deck. It's this much square
41:21footage. I live in this region, so make
41:24sure to check available pricing using
41:25the web search tool." And you can really
41:28just get creative and just push this
41:29thing to the limits, and it can do the
41:31heavy lifting for you. You don't have to
41:32sit down, and my dad's in construction,
41:34so I know what it's like, you know, he
41:36he gets home from a long day of work,
41:37has to sit down for 3 hours and write a
41:39proposal, do all the math, format it
41:41nicely. And he just needs to do what
41:43he's doing best, which is, you know,
41:44doing the actual construction, not
41:46sitting there writing proposals. But now
41:48it just created that live. So, now I can
41:50just download this and send it to the
41:51client once I really get this thing
41:54streamlined into the exact way I want
41:56it. But whenever you want to edit the
41:57styling, you just go and edit the skill
41:59so that anytime you use the skill, it
42:01creates it in this style. So, now it's
42:03created an artifact for us, the AI
42:05business audit for Apex Digital.
42:07Remember, I said I want one for Apex
42:08Digital.
42:09And it says prepared by me. Says, "Right
42:11now, client onboarding is eating 8 hours
42:14a week, and you're personally involved
42:15in every single one. At 40K a month,
42:16that's not a capacity problem. That is a
42:18systems problem." And so, now it's
42:19selling for me, and it's saying,
42:21"Investment, the AI business audit's
42:22going to be a $1,000 and 90-minute deep
42:25dive session, full written audit report,
42:26recorded walk-through you can reference
42:28at any time."
42:29Full AI implementation starting at
42:31$7,500.
42:32About Drake. So, then it gives a little
42:33bit about me.
42:35Um
42:35you can really just customize this
42:37however you want. But the thing is is I
42:38can download this now. I can actually
42:40download it to my computer and edit this
42:42if I want. So, I moved it from the
42:43center all the way up top. I can, you
42:46know, adjust the things as I need. So,
42:48you don't have to be completely out of
42:49the loop. It's just doing tasks for you
42:50that you shouldn't be doing. You
42:52shouldn't be spending your time on. And
42:54real quick, just to clear things up
42:55because people usually ask me, "What's
42:57the difference between projects and
42:59skills? Like, couldn't you just put
43:00project instructions and have it do the
43:02same thing?" Well, you could, kind of,
43:04but skills are a different type of file,
43:06and they can transfer to other things,
43:09other models. And so, projects are the
43:11context. They hold your knowledge, your
43:12documents, your client info. And skills
43:14are the processes that take place behind
43:16all of that info. They know how to do a
43:17specific task the same way every time.
43:20They work together, and one has the
43:21knowledge, and the other has the
43:23instructions. Okay, the next Claude
43:24feature we're going to talk about is a
43:26feature that takes Claude from a
43:27standalone tool to something that
43:29actually plugs into what you already use
43:31for work. And this is the Connectors
43:33tool. So, Connectors let Claude talk
43:35directly to your other tools, things
43:37like Google Calendar, Gmail, Google
43:39Drive, Slack, and a growing list of
43:41others. They're adding new ones every
43:42week. So, that means you can sit in a
43:44Claude conversation and say, "Check my
43:46calendar for tomorrow." Or find the
43:48proposal I sent last week. Or draft a
43:51response to that email. And Claude just
43:53goes and does it once you connect to
43:55your tool. And it's not just generating
43:56text about your tools, it's literally
43:58talking to them directly and performing
44:00actions on them. So, think about when
44:02you combine this with projects. Claude
44:03has your client context, your documents,
44:05and it has access to your calendar and
44:07your email. That's when it stops feeling
44:10like some Google Search chatbot and
44:12starts feeling like actual
44:13infrastructure. So, let me show you how
44:15to use it and how to connect the tool.
44:16All right, this is the last big feature,
44:18and this is really the one that kind of
44:19ties everything together. So, in order
44:22to get to your Connectors, we need to go
44:23to that Customize sidebar item, the same
44:26one we went to to get to Skills. I'm
44:28going to select Customize. And in here,
44:30you're going to see a tab called
44:31Connectors. If I select Connectors, you
44:33can see all of the things that you can
44:35connect. You can connect a custom tool.
44:37I've connected my SaaS platform Lerty
44:39for agent building. I've connected N8N,
44:41which is an automation tool. You can
44:43connect your Gmail, Google Calendar,
44:45Google Drive, your GitHub. I've also
44:47connected to another tool called Gamma,
44:49which allows me to create presentations
44:52for videos like this. And so, this is
44:54pretty sweet. If I go to Google
44:56Calendar, for instance, what I can do is
44:59I can hit this big Connect button, and
45:00then I'm going to be able to connect to
45:02my actual Google Calendar, which is
45:03quite amazing. Whatever calendar you
45:05want to connect to, in this case I'm
45:06just connecting to Google Calendar. You
45:08also get to select what it can access.
45:10I'm just going to select everything, see
45:11and download, see edit share,
45:14view all of my events, and then I'm
45:16going to hit continue. But once you
45:18connect to Google Calendar, it's not
45:19just full reign. You can select how you
45:22want these things being approved. Do you
45:25want them to always approve? Like, if
45:27you say, "What are my meetings this
45:28week?" Do you want it to ask for
45:30approval before it actually goes and
45:31takes an action on your Google Calendar?
45:33Or do you want it to just auto-approve?
45:34It depends on the task. Usually, if it's
45:36creating things like creating events or
45:38deleting events, I always want it to
45:40have my approval. If it's doing
45:42something like listing my events, I
45:43don't really care. It's just something
45:45that it it looks at it and it lists
45:46them. It can't edit unless it has right
45:49access. And so, for things like writing
45:51or deleting, I always have need
45:53approval. So, I tried moving my head a
45:55little bit out of the way here, but as
45:57you can see, you can set things to
45:59always allow, needs approval, or just
46:00blocked entirely, or you can customize
46:03the individual
46:05action. So, create calendar event, I
46:07always want it to need approval. Delete
46:10calendar event, maybe I never want it to
46:11delete anything, so I could block that.
46:14Respond to calendar event, needs
46:16approval. Update, needs approval. But
46:18anything with listing, I can just do.
46:20So, let me go back and show you what
46:22just happened. If I select new chat now,
46:25my Google Calendar is connected. So, I
46:27can say, "What events do I have coming
46:31up next week?" And then I can send that
46:34off, and it will actually use my Google
46:36Calendar tool since we just connected
46:37it. And it takes about 5 seconds to
46:39connect. And so, now it's searching
46:40available tools. Now it's listing my
46:42calendar events. And it says three
46:44things on the calendar next week.
46:45Monday, content strategy team call on
46:48Discord. Wednesday, I've got a Q&A with
46:49my community from 10:30 to 11:30.
46:51Friday, I've got another content
46:52strategy call. Pretty light week, aligns
46:54well with your schedule. Monday, content
46:56day. And then it's using my personalized
46:58instructions. So, you can use Connectors
46:59to connect to any outside tool like
47:01Google Drive,
47:03custom MCP servers like my Lerty access.
47:06And the other cool thing about
47:07Connectors is you can have it pull from
47:08multiple Connectors and synthesize
47:10everything in one response. Think about
47:12your calendar, email, and your
47:14personalized context all in one. That
47:17right there is why Connectors matter.
47:18Claude isn't just writing text anymore,
47:20it's actually pulling from your actual
47:22tools, combining the information, and
47:23giving you something you can act on
47:25immediately. All right, that was kind of
47:27a lot, so let me just pull everything
47:28together so you can kind of see from an
47:30overhead view how all of these features
47:32work cohesively as one system rather
47:34than just a bunch of individual tricks
47:36that you can use. So, here's the stack
47:38from bottom to top. At your base, you
47:40have your AI operating system, which is
47:41your custom instructions. You know, the
47:43things like who you are, how you work,
47:45your goals, your schedule, your
47:46communication style, anything you want
47:48to put in there, your preferences.
47:49That's the foundation, and Claude will
47:51read it every single time. On top of
47:53that, you have projects. Each one is a
47:54dedicated workspace for a specific part
47:56of your life or business. Each one has
47:58its own uploaded knowledge and its own
48:00custom instructions layered on top of
48:02your personal ones. Now, inside those
48:04projects, you have skills. And skills
48:07are native to your entire Claude
48:08workspace, but I like thinking of them
48:10as project or department-based. These
48:12are the repeatable processes that Claude
48:14runs the same way every single time.
48:17Things like content briefs, client
48:19emails, weekly reports, whatever you've
48:21trained it to do. And finally, you have
48:23Connectors. And this ties it to your
48:25real tools that you actually use on a
48:27day-to-day basis. Your calendar, your
48:29email, Google Drive, Slack.
48:32All of a sudden, Claude isn't just
48:33thinking, it's actually doing. So,
48:35that's the full stack. Personal
48:37instructions, project context, trained
48:39skills, connected tools. Most people are
48:42typing questions into a blank chat bar.
48:45That's level one stuff. Now you know
48:47what level five looks like. And I'll be
48:49honest, this did not just happen to me
48:50overnight. I've been using AI for 3
48:52years, and I started exactly where you
48:53are right now. Like, one conversation,
48:55one decent prompt, and then I would
48:57templatize the prompt so I could reuse
48:59it. And then I realized you could
49:01actually save those as instructions, and
49:02I started building projects, then
49:04skills. It stacks over time. You don't
49:06need to do everything today. You just
49:07need to start. Now, if you liked this
49:09video, I know that you're going to like
49:11this one right here. So, make sure you
49:13go ahead and give that a watch, and I'll
49:15see you there.

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