Setup guide
A practical walkthrough for context, memory, routines, approvals, troubleshooting, and first-week use.
Digital product
Set up your AI assistant like an operator, not a random chat box.
The AI Chief of Staff Starter Kit gives founders, consultants, and small-business owners a practical structure for reusable context, memory, routines, prompts, and approval rules.
AI Chief of Staff Starter Kit$29
- guide/AI-Chief-of-Staff-Starter-Guide.md
- templates/AGENT_PROFILE.md
- templates/USER_CONTEXT.md
- templates/APPROVAL_MATRIX.md
- templates/PROMPT_LIBRARY.md
- checklists/quickstart.md
- assets/cover-preview.svg
- examples/founder/README.md
22 filesguide, templates, checklists, examples
Tool agnosticadapt it to the AI workspace you already use
Approval firstclear rules before public or external action
Self-servebuilt as a practical digital download
The problem
Most AI workflows forget everything tomorrow.
A blank chat is useful for quick answers, but weak for operating a business. You repeat your context, correct the same gaps, and keep important decisions in scattered threads.
- You repeat who you are and what matters in every chat.
- Your assistant has no safe place to keep daily working context.
- There is no clear line between drafting and taking external action.
- Useful prompts are scattered instead of becoming a repeatable system.
What is included
A starter operating system for practical AI delegation.
The kit is Markdown-first so you can copy it into your own tool, project folder, Notion space, Slack/Discord workflow, or AI project.
Editable templates
Agent profile, user context, workspace rules, daily notes, long-term memory, task intake, and weekly review.
Prompt library
Delegation, drafting, summarizing, daily review, weekly review, and approval-check prompts.
Approval matrix
A practical way to separate safe drafting from actions that need human signoff.
Safety checklist
Simple privacy and external-action guardrails for using AI around real work.
Preview assets
SVG and HTML/CSS source files for product preview, checkout screenshots, or internal review.
Example setups
Fictional founder, consultant, and small-business-owner examples you can adapt.
How it works
Start small, then make the system smarter each week.
The goal is not to hand your business to AI. The goal is to stop starting from scratch and give your assistant enough structure to help with real work.
Get the Starter Kit- Copy the templates into your AI workspace.
- Fill in your assistant profile and user context.
- Define what needs approval before any external action.
- Start a daily note and delegate one low-risk task.
- Run a weekly review and improve the system.
FAQ
Practical answers before you buy.
Is this tied to one AI tool?
No. The first version is tool-agnostic and can be adapted to ChatGPT, Claude, Codex, Notion, Slack, Discord, or a simple document workspace.
Is this an autonomous agent setup?
No. It helps you create a structured AI assistant workflow. It does not promise a fully autonomous employee.
Does it include prompts?
Yes, but it is not just a prompt pack. The prompts sit inside a broader operating model with context, memory, routines, and approval rules.
Does this include custom setup help?
No. This version is a self-serve digital kit. Custom setup may become a separate service later.
Launch version
Give your AI assistant a working memory and a job description.
The first version is a self-serve Markdown kit designed for practical setup, not hype.
Get the Starter Kit