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Personal project2026

I was the glue between a dozen tools

Evolving beyond the AI Vending Machine.

Turning a general-purpose assistant into a persistent second brain: the reusable five-layer architecture, and an honest account of what works and what doesn't yet.

Role · Builder / operator Org · Personal project Scope · Applied-AI assistant When · July 2026

Why a chatbot isn't enough

The problem with treating AI as a search box

Used as a search box, one question and one answer at a time, an assistant never learns your world and how to support you. You stay the integration layer, holding all the context and the plan yourself, and you get a fraction of the value on offer. I can't size that fraction honestly, and I'm not going to pretend otherwise: the numbers further down are my own estimates of specific tasks, not a measurement of what I left on the table.

The failure mode first. Out of the box, a chatbot-style assistant has amnesia: every conversation (session) starts from zero. It never builds on yesterday, and can't be trusted with anything that matters, because you have to re-explain everything (including the rules of do and do not) every time.

To be fair, the better tools now ship some of this themselves: projects, files, context that carries between sessions. That plumbing is real and it helps. But it arrives empty. Nothing in it decides what's worth remembering, what your rules are, or what should happen before you ask. That part is yours to build, and it's what the rest of this page is about.

The chatbot weaknesses
  • Amnesia: forgets your role, your team, your preferences between chats.
  • You are the integration layer: copy-pasting context in and answers out.
  • No repeatable process: the same task might be done five different ways day to day.
  • One operator doing everything: no specialisation, no parallelism.
  • Purely reactive: it only ever waits for you to ask.
An assistant that compounds
  • Remembers: who you are, how you like to work, what's happening this quarter. Everything down to specific rules you set together.
  • Has skills: named, repeatable workflows that run the same way every time. You define once, utilise when appropriate.
  • Delegates: hands work onwards to a team of specialists it can dispatch and run in parallel.
  • Runs on its own: scheduled work that produces artefacts before you ask.
  • Improves: every correction is captured, so you never repeat yourself.
The same request, three ways to run it.
Single calla chat turn
You
model

One turn, answer out. Nothing remembered, nothing delegated. (The vending machine.)

Workflowskill / pipeline
You
⏱ Scheduled
two entry points
ingestsynthrenderpublish
one output

A fixed chain, same shape every run. Kicked off on demand or on a schedule.

Agent teamorchestrated
You
orchestrator
ABC
parallel · own context
synthesis

Orchestrator fans out to specialists, then synthesises one answer.

The shift: from a tool you operate to a system that operates for you. The rest of this case study is the architecture that gets you there: the one tool you start with, and the five layers that scaffold underneath it.

The worked example

My two assistants, one method

This is my own system, so let me stop describing it from a distance. I'm a senior program manager, and before any of this existed, prepping for a meeting meant a frantic 15-minute scramble through scattered query links. After an org reshuffle it got worse: I had to rebuild the queries and the tracking from nothing. What I built isn't a dashboard or a bot, it's the assistant itself: a consolidation layer, a second brain, one place holding the context that was otherwise spread across a dozen tabs.

Where I was working from
  • A senior PM in a reactive phase: my weekly priorities were set for me
  • Days spent bouncing between short tasks
  • Executive meetings 2 to 3 times a week
  • A manager who reviews me but sees little of the actual work
  • And outside all that: I wanted to build up a body of case studies and worked examples, which meant driving steady progress across many parallel projects at once
The real pain point
  • Context spread: scattered across dashboards, a bug database, wiki pages, chat threads
  • Projects handed over or inherited with no documentation
  • I was the integration layer
  • Moving too fast for a to-do list to stick. The need was blunt: a second brain
  • Too many threads running at once to hold the state of them all, so the ambitious work stalled while the reactive work ate the week
The artefacts (outputs, not the point)
  • Deep wiki: used for grounding. Project & program knowledge bases.
  • PM wiki: "How to PM" and handoff knowledge bases, not project related.
  • Functional documents: Discussion guides for meetings, reviews and other ad-hoc day-to-day documents for sharing.
  • Analytical work: clustering & explaining hundreds of tickets

So here's what I built, and the one structural decision worth knowing up front because the examples that follow come from both: I run two assistants, not one. Same method, same five layers, deliberately separate spaces and separate memory. Work context never mixes with personal.

🏢 The work one
  • Program and project knowledge bases
  • The tracker queries that matter, and what counts as a risk
  • The executive brief, on a cadence
  • Triage, analysis, and the scheduled daily pipeline
🏠 The home one
  • CV and achievements pipeline, job search
  • Interview-story capture
  • Case-study capture and sanitisation
  • A daily list of what's actually outstanding across the rest of life

The work one came first and carries most of the examples below. The home one came second, once the method had proved itself. Each example is tagged work or home so you always know which one you're looking at. Read "tracker" as your issue system, "wiki" as your documentation hub, and "the executive" as whoever you brief. The layers don't change.

Everything they run

One assistant per domain, not a tool per task

Here's the case for the assistant being the most useful place to start: each one is the shared context layer under a whole portfolio, rather than a separate bot per job. These are the archetypes they help run, generalised but the real shape. Two hubs, two walled-off worlds.

Concretely, what "shared" buys you: the same note describing how my executive wants risks surfaced is what shapes the Recurring-intelligence brief and the way Analytical-support explains a pile of tickets. Neither cluster keeps its own copy. Eight separate bots would each have to be told that separately, and they'd drift apart the first time it changed. That's the whole argument for one brain per domain: the context is written once, and everything downstream inherits it.

🏢 The work oneprogram context hub

Recurring intelligence

The reporting engine

  • Executive pre-meeting brief
  • Org health dashboard
  • Manager visibility doc
  • Daily status briefs

Program workstreams

The delivery work

  • Legacy-product sunset roadmap
  • New Feature Creation program
  • Critical dependency logging
  • Cross-program parity codebase

Knowledge & accountability

The documentation layer

  • Project & program knowledge bases
  • Cross-team accountability KBs
  • Handoff / inherited-context KBs
  • Reference catalogues

Analytical support

Delegated for expertise

  • Ticket clustering & explanation
  • Administration
  • Data & metrics analytics
🏠 The home oneeverything that isn't work

Study

The degree, structured

  • Structuring my INSEAD MBA coursework and deadlines
  • Working through the harder material
  • Keeping a term's worth of threads straight

Portfolio & making

The body of work

  • Building this portfolio site
  • Interactive case studies, end to end
  • Case-study capture and sanitisation

The job search

Agentic, and running daily

  • Scanning the sources for new roles
  • Tailoring the CV per application
  • Interview-story capture
  • Achievements pipeline

Life logistics

The rest of it

  • Travel planning and bookings
  • The daily "what's actually outstanding" list
  • Other efforts that matter but slip

The two are deliberately walled off from each other: separate grounded spaces, separate memory, nothing crossing between them. Same method on both sides, and the same principle as the work I'll never hand over, below.

Zoom in: three tasks, before and after

The map above is the breadth. This is the leverage: three tasks pulled straight off those clusters (the tag on each shows which one), and the effort each moved off me once memory, skills and the pipeline were carrying the middle. Program workstreams aren't shown: the delivery work is where I stayed most hands-on, so there's no before-and-after worth claiming.

Was: high human effort
Now: with the assistant
🤝 Cross-team accountability & handoff Knowledge & accountability
⏱ Hours a week, chasing & re-typing estimated
  • Deflecting teams meant constant nagging and chasing
  • A new team inherited undocumented code, with no handover
  • Everything re-documented by hand, repeatedly
⏱ Minutes to update estimated
  • Accountability knowledge base pins who owns what
  • Handoff knowledge bases capture the inherited context
  • Re-used live as discussion guides in meetings
📊 Live counts for director / exec meetings Recurring intelligence
⏱ 2–4 hours every week estimated
  • Numbers hand-copied into static wiki tables
  • The "live" version took days: query languages didn't match
  • Stale the moment it published
⏱ Minutes, on a schedule estimated
  • A scheduled skill re-queries and rewrites the page
  • Taken straight into director meetings
  • Always current, never manually copied
🔍 Analytical work (delegated for expertise) Analytical support
⏱ Hours of manual reading estimated
  • Reading hundreds of tickets to find patterns
  • Planning fiddly component-administration changes
  • Slow, exacting, easy to lose the thread
⏱ Minutes to a clustered set estimated
  • Clusters large ticket sets and explains them
  • Drafts the administration change-plans
  • Delegated for analytical reach, not scale

Honest caveat: effort moved, human not removed. Every row shifted effort off me; none of them deleted me. And read the times as ranges, not guarantees: they're my own estimates of before and after, not instrumented measurements, which is why each one says so. The biggest, most-used wins (the knowledge bases) are also the least "automated" of all: they're consolidation, not magic.

And two the table doesn't show
~25 notes · 5 layers · 6 specialists
the size of the thing itself: memory · architecture · the agent roster
Unread for months, now in use
the hard half was adoption, and the fix was in the artefact

The mental model

Five layers, foundation first

Each layer stands alone and delivers value on its own. Stacked, they compound: memory makes skills smarter, skills give agents something to do, automation runs the whole thing on a schedule. Start with the foundation: you don't need all five to get value on day one.

The single call, workflow and agent-team modes from earlier are also a ladder of how much you hand over. A one-off ask stays a plain conversation (a single call). Work you repeat becomes a skill or pipeline, a fixed workflow you can trust to run the same way. Only the biggest, most varied jobs justify an agent team. The craft is picking the lightest tier that does the job, not the most autonomous one.

Select a layer below to see its detail

Two things the layers taught me, before you open any of them:

  • The agent team is the layer I under-use. I ask for parallel specialists and often get solo, serial work instead. The teams that do fire live in separate, dedicated sessions, not in the daily flow.
  • Automating the work was the easy half. The brief published itself every morning for months while I didn't read it. What fixed that was iterating the artefact until it was worth opening, not trying harder.

The Constitution

Layer 1 · Foundation

A standing set of instructions the assistant reads at the start of every conversation. It answers three questions before any work begins: who am I, how do you want me to work, and what am I never allowed to do on my own?

What goes in it

  • Identity & scope: the role it plays, whose world it operates in, what's in and out of bounds.
  • Working and communication style: dashboards vs prose, terse vs detailed, house formatting rules, pet peeves ("never use that word").
  • Domain conventions: the vocabulary, tools, and recurring formats specific to your world.
  • Guardrails: what always needs your sign-off; what it must never send, delete, or publish unprompted.

Why it matters

  • It's the difference between an assistant that sounds like you and one that sounds like generic AI.
  • It removes the tax of re-explaining preferences in every chat.
  • It encodes judgement, "confirm before anything outward-facing", so autonomy stays safe.
  • It's a living document: every correction you give can be promoted into a permanent rule.
In the worked example work

Through your communications, the plain text files that get built capture the "constitution" as things like: "prefer glanceable dashboards, not text I have to read aloud"; "frame disagreements by role, not by name"; "the executive must never learn about a risk for the first time in a live meeting." Those aren't preferences the AI could guess: they're hard-won, and now permanent.

Memory

Layer 2 · Knowledge

Structured, persistent notes the assistant writes for itself and reads back across conversations: in practice, plain markdown files in a folder. This is what turns a stateless chatbot into a system that builds on what came before, and what frees you from a single long chat (see the questions at the end).

How it gets structured

  • One fact per file: small, focused notes beat one giant document.
  • An index: a single contents page loaded every session, one line per note.
  • Typed notes: sort each into a category so the assistant knows how to treat it.
  • Cross-links: notes reference each other, so pulling one surfaces the neighbours.

Four ways to build a memory

  • Who you are: role, seniority, the people around you.
  • Feedback: corrections and confirmed approaches, with the reason why.
  • Projects: the state of ongoing work not derivable from any system.
  • Reference: pointers to external resources, dashboards, tickets.

The discipline that makes it work

  • Don't store what a system already knows: capture what was non-obvious, not the raw data.
  • Update, don't duplicate: one topic, one note; correct it when it changes.
  • Delete what's wrong: stale memory is worse than none.
  • Treat recalled memory as a snapshot: verify against reality before acting on it.
In the worked example work

~25 notes: who I am and how my executive partner likes to be briefed; the org's program hierarchy; the exact set of tracker queries that matter; a running log of design decisions for each artefact. New session, full context, zero re-explaining.

What a single memory note looks like

Each note is a short text file with a little structured header so the assistant can decide, at a glance, whether it's relevant to what you're asking right now:

--- header ---
name: how-the-exec-likes-briefs
type: feedback
summary: The executive wants risks surfaced before meetings, never in them
--- the fact ---
Lead every brief with a single health signal and a one-line status.
Why: the exec's north star is "no surprises in a live review."
How to apply: put the delta since last brief up top; link every
number back to its source so it can be verified in one click.

Multiply that by a couple of dozen and the assistant has a working model of your entire operating context.

Skills

Layer 3 · Repeatable work

Named, packaged workflows for the tasks you do again and again. Instead of describing the steps every time, you invoke the skill by name and it runs the same reliable way, every time.

Why skills, not just prompts

  • Consistency: the daily brief always has the same shape, whoever's tired.
  • Encoded expertise: the hard-won "how" lives in the skill, not in your head.
  • Shareable: a good skill can be handed to a teammate wholesale.
  • Composable: one skill can call another (generate a report, then publish it).

The judgement call: build a skill only when a task repeats. A one-off request stays a plain conversation, a single call. Packaging something you'll do once is wasted effort and can potentially confuse your agent teams in the future.

A starter skill library (for a software PM)

  • Daily brief: pull the metrics, write highlights & risks, format for the audience.
  • Meeting prep: assemble what changed, what they'll ask, what to raise proactively.
  • Triage: categorise new items, spot duplicates, propose priorities, draft the agenda.
  • Readiness review: a go / no-go assessment with a recommendation.
  • Publish: take finished content and put it live in the right place, formatted correctly.
In the worked example work

Typing /daily-brief triggers a defined sequence: query the tracker, compute the numbers, draft the report in my house style, and (optionally) publish it to the wiki. What used to be a daily scramble is a one-line request, and it comes out consistent, because the skill, not the mood, decides the format.

How you actually make one. You don't write it, you describe it. In the middle of doing the task the slow way, say: "turn what we just did into a repeatable skill called meeting-prep, and save it." The assistant writes the instruction file and stores it for you. The natural moment is the second or third time you catch yourself explaining the same steps.

How a skill differs from just asking

Ad-hoc prompt

  • "Can you write a status update? Include the open bugs, and remember I like bullets, and pull from the tracker, and..."
  • Slightly different every week.
  • Relies on you remembering all the steps.

A skill

  • /daily-brief
  • Identical structure every time.
  • The steps, data sources, and format live inside the skill.

Agent Team

Layer 4 · Delegation

A roster of specialists the main assistant can dispatch, each with a narrow job, several at once. Unlike a skill (which runs in the main conversation), each agent works in its own context, which is what lets them run in parallel. Invoked on purpose for the big jobs, not an always-on swarm.

Four questions before you build a team

  • Complexity: genuinely many sub-problems, or really just one? A team only pays off when the work actually splits.
  • Value: worth the extra tokens and orchestration overhead? Most asks aren't.
  • Viability: can the pieces truly run in parallel, or do they collapse back to sequential?
  • Cost of error: if a specialist goes wrong unattended, how bad is it, and would I catch it?

How it's organised

  • One orchestrator that plans the work and assembles the result.
  • Several specialists: each a focused role with only the tools it needs.
  • Independent work runs in parallel; dependent work runs in sequence.
  • The orchestrator keeps the conclusion, not the mess: you see the synthesis.
Analyst

Assesses risk and readiness; produces the scorecard.

Coordinator

Runs bug triage: categorise, dedupe, prioritise.

Writer

Turns data into stakeholder-ready narrative.

Planner

Breaks milestones into work, tracks slippage.

Query specialist

Translates plain-English asks into precise queries.

Publisher

Formats and pushes content to its final home.

In the worked example work

Ahead of a release checkpoint, the orchestrator dispatches the analyst, planner, and query specialist at the same time. Minutes later it hands back one synthesised readiness view, work that would take a person a full afternoon of switching between tools and spreadsheets.

Two honest admissions. First, this layer is under-used: I ask for parallel specialists and often get solo, serial work instead. The orchestration muscle is real, but even the technology can be lazy. Second, the teams that do fire live in separate, dedicated sessions (a documentation build, a research push), not in the daily flow.

Automation & Pipeline

Layer 5 · One command

A pipeline (pull data, make sense of it, produce the artefact, publish) wired to run end-to-end on a daily schedule, and on demand. The finished draft is there to react to, not build.

The pipeline stages

  • Ingest: tracker queries, wiki pages, your calendar.
  • Synthesise: score health against a fixed rubric, project trends, detect what's newly at risk.
  • Render: build the artefacts in your house format.
  • Publish: put them where they belong, or hold for review.

What makes it trustworthy

  • Snapshots: every run is archived, so "what changed" is real, not guessed.
  • Signal injection: somewhere to drop the context the data can't see.
  • A dry-run switch: preview everything before anything is published.

Why this is a coded pipeline, not an agent. The steps never change, it has to give the same answer from the same inputs every morning, it has to be cheap enough to run daily, and a wrong number published unattended is expensive. The judgement isn't "use the smartest tool", it's "use the dumbest one that's reliable".

In the worked example work

Each morning a scheduled run pulls two dozen tracker queries, folds in any notes I dropped, scores program health, computes the deltas since the last run, and publishes the brief to the wiki, unprompted. Where the run happens matters: on my machine, a laptop asleep at 08:00 simply misses that day and a manual run catches up. Output lands in the project folder either way, real files on your disk, not something trapped in a chat window. The same task set to run in the cloud is always on, so it fires whether or not I'm at my desk. The trade is reach: a run on your machine acts on the files in that project folder, while a cloud run works with whatever you've connected to it.

The hard half was adoption, not automation. For a long stretch the machinery worked and the artefact went unread: it built and published itself every morning and I still didn't open it. Automating the production of something is the easy half; earning the trust to rely on it is the hard half.

What eventually turned it around wasn't discipline, it was the brief getting good enough to be worth opening. I kept tuning what it led with and what it left out until it answered the question I actually had each morning, and somewhere in that iteration it crossed over. I lean on it now, and I'm still changing it. The lesson I'd take somewhere else: an unread artefact is a design problem, not a willpower problem. If you aren't opening it, the fix is in the thing, not in you.

The "signal injection" trick: the most human part

Data pipelines miss everything that isn't in a system: a tense tone in a meeting, a hallway comment, an executive's offhand worry. So the pipeline reads a simple human-maintained file where you jot those down, and weaves them into the assessment alongside the hard numbers.

# a note you drop in 20 seconds
- date: 2026-07-09
  type: risk_elevation
  note: "Exec sounded nervous about the timeline in
         standup: lead the brief with the burn-down story."

This is the seam where human judgement and machine throughput meet, and it's what keeps the output feeling like yours.

Living with it

What using it actually looks like

The other half of the story is the rhythm: how a person and this system share a working week. The goal was never to take me out of the loop, it's to change what I spend the loop on. Less producing, more thinking.

exec-assistant: 08:00, scheduled
# no keystroke, it just runs pulling 24 tracker queries ........ done scoring program health ........... 82 / green deltas since yesterday ........... 3 changed publishing brief ................. ✓ live on the wiki
All set, I've done the assembly. Read it when you're ready.
Start of day
Both of them have already run.

Before I open anything, two artefacts are sitting there waiting: the work brief published itself at 08:00, and the home list at 07:30. The discipline isn't producing them, it's opening them: choosing to lean on the second brain instead of a frantic 15-minute scramble. (That took a while to stick, and the honest account of why is up in the five layers, inside layer 5.)

work published to the wiki, 08:00
Daily Brief
Team Horizon · Mon 08:00 · auto-run
82/100
On track
  • Nothing blocking
  • Watch: actual fix rate below required rate
Next milestone · Zero P2 by 14 Aug
Since yesterday: 2 resolved · 1 new risk · 3 items changed
21open P1/P2
12/wkfix rate · need 15
23to triage
Active queue by priority
P1 · 4 P2 · 17 P3 · 31
Watch
Platform
  • P1 · 3
  • P2 · 11
  • P3 · 18
  • To triage · 9
fix rate 7/wk vs 9 needed
Monitor
New Feature
  • P1 · 1
  • P2 · 6
  • P3 · 13
  • To triage · 14
inflow +9 this week, not yet at risk
home waiting on my phone, 07:30
Today
home · Mon 07:30 · auto-run
Do today
  • Renew the visa paperwork overdue · 4 days
  • Finance readings, week 6
Pick one of three, this week
  • Book the dentist overdue · 2 weeks
  • Wedding: confirm the florist
  • Draft the next case study intro
Everything else this week
  • Reply to the alumni thread
  • Back up the photo library
  • Chase the insurance quote
  • Update the CV achievements log overdue
3 overdue 9 open this week 2 closed yesterday

Two assistants, same pattern, different question. The work one answers "is anything on fire": one health signal, the delta since yesterday, a watch / monitor split. The home one answers "what should I actually do today", in three tiers so the list can't become the thing I avoid. Both are sanitised samples; all figures and items are illustrative.

📍 the team wiki · my phone
Picking it back up
"What's outstanding on this?"

The first thing I type when I return to a project after a few days on something else. It reads its own memory, looks at the current state of the work and the change history, and hands back where we actually got to, including the thing we were halfway through when I got distracted. It saves the ten minutes I'd otherwise spend reconstructing my own train of thought.

📍 the first line of any session
Before a meeting
A 30-second top-up.

"Re-render the brief and lead with the timeline story." One line; a tailored prep sheet. The human sets the angle; the system does the layout.

📍 a quick chat message
During the week
Skills on demand.

/triage the new items, /daily-brief for the report, or send the specialist agents out in parallel to come back with a go/no-go readiness review. Named verbs, consistent output.

📍 the command line
In the moment
Corrections become permanent.

"Don't phrase it that way: frame it by role, not name." The assistant fixes it and writes it to memory. You never give that note twice.

📍 written to memory
At the boundary
The human owns the last mile.

Anything outward-facing (a published page, a message to a stakeholder) gets a human review before it ships. The system drafts; the person decides.

📍 email · chat · the published page

It's never finished, and that's the point

The honest answer to "how much maintenance does this need" is that an assistant isn't a product you deploy, it's a project you keep. The rhythm above has a longer loop running underneath it:

  • Short projects get called done. A case study, a one-off analysis, a site rebuild: I refine it for ages, publish it, and never touch it again.
  • Long-running assistants never get called done. I tune them almost daily, because that's what keeps them worth having. Nothing gets retrained; I almost never rewrite the original prompt. I just notice a friction and fix it in a sentence.
A recent one-line tune home

My job pipeline had run unchanged for two months, so it was stable. But every new CV draft handed me two pages to re-read to find what changed, and I read all of it, because it's me being represented. So I gave it one sentence: highlight what you changed, so I only review the difference. Two minutes of tuning, permanent payoff. That's the whole loop: notice the friction, say it in one line, let it rewrite its own skill.

The honest edges

What it doesn't do, and who stays accountable

You can tell how much to trust a system by what it refuses to do. Three things this one doesn't touch, and the five rules those refusals are reasoned from.

🪦 Things I built, then stopped using
  • A requirements-doc generator; a project scaffolder
  • Nothing wrong with them, the need just isn't frequent
  • Lesson: capability without a recurring trigger doesn't stick
🚫 Problems I chose not to point it at
  • The monotony of relaying & filtering others' instructions
  • Really an upstream process problem
  • Consciously chosen not to fight: an assistant can't fix org design
🎛 Work I'll never hand over
  • Every email and chat message
  • Every meeting scheduled
  • Final review of anything shared with peers
  • Where there's stake, voice, or a relationship, the human stays on the keys

The five rules behind those calls

Hand real work to a machine and you inherit a new problem: you still answer for it. Each refusal above is one of these rules, applied.

1

Delegate the work, never the ownership

You can hand off the doing. You can never hand off the answering-for-it.

2

Trusted human in, comprehending human out

Ground the inputs, understand the output, let the machine work the verified middle. Delegation is decomposition, not abdication.

3

Make review easy, not optional

Coach the system until checking its work is fast: it shows its sources and flags its own uncertainty.

4

Show the working

Every number carries its source. An output you can't verify is an output you can't stand behind.

5

Know what to never automate

Anything needing your stake, your voice, or your own growth stays human on purpose. These are hypotheses you revise, not commandments.

Where to start

How to begin: the way it actually happened

You don't sit down and architect five layers. You start a conversation. The real sequence is discovery-led and values-first: spin something up, tell it about your world, and only then work out what's worth expediting. The structure grows from use, it isn't designed up front.

First, where does it actually live? This is the most common place to trip up, so plainly:

  • Day one: the app you already use. Your assistant is just a place you talk to your chosen GenAI, the web chat or desktop app. Limited, but enough to start.
  • Then: a folder of plain text files. Its memory and its skills, which the app reads every time you talk to it. Creating a Project makes this folder for you.
  • The terminal is not coding. It's another window into the same assistant, the one that can also touch files and run scheduled work.

You never write code. You type, in plain English, the way you'd brief a person.

New to all this? Anthropic Academy is a good place to start.

The way in, step by step
  • 1 · Make it a home. Create a folder, call it something like "Exec Assistant", and start a Project there so it can remember across sessions. Missed this bit? Ask it to tidy up and make the folder itself.
  • 2 · Run the kickoff prompt. The one below. Answer its questions properly, especially the ones about your values and boundaries.
  • 3 · Decide what you want carried. A daily digest of your meetings? A rundown of your INSEAD study commitments? A project you're tracking? A whole life-OS, the kind of thing people build in Notion or Obsidian? The sky really is the limit here.
  • 4 · Just tell it. Say what you want to do, in plain English. No spec required.
  • 5 · If it's big, make it its own thing. When something wants a dedicated expert, or is genuinely a project in its own right, work with your assistant to develop the brief, then hand it over once the idea has matured.
  • 6 · Spin the next one up from the last. Take that brief and start a second agent with it. This page was built by an agent I spun up from my website agent; my networking agent came out of the assistant itself.
  • 7 · Then go to town. Anything you repeat becomes a skill. Anything you do daily becomes a scheduled skill or a pipeline. That's the compounding part.
What the discovery interview covers
  • Your values & boundaries: what you'd never delegate. Start here.
  • Who you are: role, level, the people around you.
  • Who you brief: and what they actually care about.
  • Your painful, repetitive tasks: the ones worth expediting first.
  • Where your context lives: links, dashboards, docs, trackers.
  • How you like output: dashboard vs prose; terse vs detailed.

That's the Claude-shaped version, because it's what I use. The shape of a "Project" differs across tools, but the sequence doesn't: give it a home, tell it about you, name what you want carried, then let the repeated things harden into skills.

Steal this: a copy-paste kickoff prompt

Paste this into a fresh assistant to start the discovery interview. It's deliberately generic, it won't assume your role or tools; it'll ask.

You are my executive assistant, a persistent, context-aware partner, not a
one-off chatbot. Your job is to become a second brain for my work: hold my
context across conversations, build on what came before, and help me walk into
every room the most prepared person in it.

Before doing any work, INTERVIEW me to learn my world. Ask a few questions at a
time, wait for my answers, and let me say "skip" on anything. Go in this order:

  1. Values & boundaries FIRST: What matters to me in how work gets done?
     What must always stay human (things needing my stake, my voice, or my own
     growth)? What should you never send, publish, or decide without me?
  2. Who I am: my role, level, and the people I work with most.
  3. Who I brief & report to: who I update, what they care about, how they
     like information.
  4. My recurring & painful tasks: what I do on a cadence, and what's
     repetitive, monotonous, or high-effort. Which hurt most?
  5. Where my context lives: the systems, dashboards, docs, trackers, links
     you should know about.
  6. How I like output: dashboards vs prose, terse vs detailed, formatting,
     pet peeves.

Then propose: (a) a short list of what we could expedite or automate first,
ranked by frequency x pain; and (b) what you'll remember about me so you never
ask twice. Then we build the first thing together.

As we work: remember my corrections AND the reason behind them; show your
working so I can verify (cite sources, flag your uncertainty); and always leave
the final, outward-facing call to me. Delegate the work, never the ownership.

A trick worth stealing: get it to write the next brief. Once you've talked something through properly, your assistant is holding the best version of the brief that exists. Don't start the next thing from a blank page: "we've talked this through enough, write the kickoff prompt for a team that will go and build it." That's also where the prompt above came from. I asked it to write the version a friend could use to get their own.

A word on connecting it to things

When you wire it to mail, calendar or documents, you'll be offered permissions in tiers. This is enforced by the service you sign in to, not by asking the model nicely:

  • Read-only. Look, never act. Where I start everything.
  • Read and write. For the things you genuinely want drafted in place.
  • Write and delete. I set these to needs approval, so it has to come back and ask.

What that looks like for mine: mail read-only (it finds the thread, I write every reply); calendar read free/busy plus create events; code and documents read-only. Start narrower than you think you need.

A word on prompt length

This kickoff is long on purpose. Day to day, mine are short: two or three sentences, one change at a time. That's the tip I give most often, for two reasons:

  • The depth is already baked in. The long prompt was written once and lives inside the skills and the scheduled tasks. Day to day, a few words trigger all of it, so "run it again" is a complete instruction.
  • Small asks limit the blast radius. I don't want today's report to come back looking nothing like yesterday's. Small steps keep the output recognisable, and keep me able to actually review it.

And once it knows you: everyday prompts

  • "Draft my pre-meeting brief: lead with the timeline risk."
  • "Cluster these 200 tickets and explain the themes."
  • "What changed since my last brief?"
  • "Turn this thread into a decision-log entry."

Meta-note: this case study was made this way. It started as a discovery interview and the honest picture you've just read is the direct output. The one habit that makes it compound: whenever you correct it, ask it to remember the correction and why.

"You can delegate the work. You never delegate the ownership."

Common questions

The questions people always ask

The ones that come up every time I show this. Short, honest answers; the deeper and faster-changing specifics are what the workshop below is for.

How it works

What exactly is a skill, and where does it live?

A skill is a set of instructions you write once so a task runs the same way every time. Think of it as a recipe with a name. Where it lives:

  • As plain text files in a folder, the same as your memory notes.
  • Once created, it's available to every project and every conversation, not just the one you made it in.
  • Your assistant app has a settings list where you can see every skill you have.
  • It works in both the plain chat window and the more agentic mode.

You create one by describing it in plain English and asking your assistant to make it a skill. It writes and saves the files for you. Then you call it by name, or with a slash command, and it runs. An example from my own job search: one skill scans the sources for new roles, one tailors my CV against a specific description, and one publishes the formatted PDF. Three named steps, one chain, no re-explaining.

Why do my long chats hit a wall, and does a project fix it?

What you're hitting is the context window: the assistant's short-term memory, the pool of text it can hold in mind at once. It's finite. Fill it and the session either stops or starts compressing. Two things happen once you outgrow it:

  • Compacting. Rather than cutting you off, a good assistant will squash what you've said so far into a summary and keep going. You'll sometimes see it announce this. It buys room, but detail is lost in the squeeze.
  • Durable memory. This is the real fix. When your work is grounded in a project, the assistant writes the lasting facts out to files rather than holding them in the conversation. The chat is disposable; the memory is not.

That's the whole reason the Memory layer exists. You stop being hostage to one long chat, because the important things were written down outside it.

Your data & what it can touch

Does it train on my data?

Check the privacy settings and switch off training on your conversations if you want your context to stay yours. Do that before you put real work in. What each provider does by default differs, so read their data-usage terms: see Claude's data-training policy.

What can it actually touch? Can it send or delete things?

It only touches what you connect it to, and only the way you allow. Anything outward-facing (a sent message, a published page, a deletion) waits for your review. Grant it read-only where you want it to look but never act.

Worth being precise, because people assume this is just an instruction you give the model and hope it obeys. It's not. When you connect a service you authenticate with that service, and it hands you a permission screen grouped by category: read-only tools, read-and-write tools, write-and-delete tools. I set the destructive and outward-facing categories to require approval, so it has to come back and ask me. Some people automate that away entirely. I don't, because it's still me that the output represents.

What's safe to share for work?

Never upload what your employer hasn't cleared, and when in doubt, leave it out. Most of the value is in the structure and the method, not in feeding it sensitive files. If your workplace has an approved enterprise tier, use that for anything work-related.

Also assume the decision may not be entirely yours. On a managed work machine, what's allowed to leave the device is often controlled centrally, which can quietly decide which tool you use for which task. Find that out before you design around it.

Models & cost

Which model should I actually use?

I match the model to the job, not to my mood. The line-up I reach for, as of July 2026:

  • Sonnet for the mechanical work: routine updates, assembly, summarising something I'll read in thirty seconds. It's what I use most.
  • Opus (just released) for anything analytical: rewriting my CV, redesigning a process, anything where the reasoning matters more than the throughput.
  • Fable for the rare job I want thought about deeply. It's the most expensive and the most heavily rate-limited, so it's not an everyday choice, and it has a habit of over-thinking and over-formatting.
  • Haiku I don't really use, though I may be missing a trick there.

The honest part: I don't run my own benchmarks. There are sites that score models on intelligence, speed and cost per task, and they're interesting, but a one-point difference on an index isn't something I could design a test to expose. So I experiment, pick what works, and move on. One practical consequence: defaults change without warning, so check which model you're on before a big job.

How do I keep costs under control?

The most capable model is the most expensive, and the spend is in how much you run, not in owning it. Keep the lighter model for routine work, save the top model for the hard jobs, and watch your usage like any budget. For what things cost, see Claude's pricing and the usage-pricing docs.

If you want to see the difference rather than take my word for it, the model comparison sites are the place. They run a fixed set of tasks across every model and report three things: how well it did, how fast it was, and what it cost to finish the task. That last column is the one to watch. The practical read for a subscription, rather than an API bill: if you run everything on the most expensive model, you'll burn through your plan's allowance several times faster than someone doing the same work on a lighter one. Same work, same result, different rate of spend. The top models are also the most rate-limited, so a heavy day tends to hit a ceiling before it hits a bill.

Do I need the most expensive plan to do any of this?

No. None of the layers here are locked behind a top tier. I ran the whole thing on the mid subscription for months and it was fine. What moved me up was one specific habit: I started leaning on the most capable model to rebuild this website, hit its rate limit every few hours, and got annoyed. So: start on what you already pay for, build the first layer, and see if you use it. It's monthly; you can go back down. If you're using it for half an hour a day, the entry paid tier is plenty. For what the tiers and any pay-as-you-go usage actually cost, see Claude's pricing.

Effort & tools

How much time does this really take?

It's ongoing, not a one-off setup. At work, something like 25 to 50 percent of my time, on my own rough estimate, has shifted to working through Claude, less on heavy meeting days. In my own time, I spend four to six hours a week iterating on Claude projects. The setup is incremental: you get value from the first layer and grow the rest from real use.

App or command line? Which should I use?

Both, for different reasons. The app is where I do most things: I like reading formatted output rather than plain text, and the visual cue of seeing what I have cooking. The command line is where I build things: more control, more visibility into what it's actually doing, and for anything that touches code it's more reliable than the equivalent mode inside the app. Neither requires you to write code; both are you typing English. One unglamorous factor: on a managed work machine, your employer may control what can be sent out through each, which can decide the split for you regardless of preference.

Which platform should I use?

I built mine on one platform, but the method (a constitution, memory, skills, a delegated team, automation) transfers across tools. Which one fits you, and whether to hedge across several, is exactly the kind of thing worth talking through live.

Book a workshop

Want to build your own? Let's do it live.

This case study grew out of a live workshop with my peers. The questions they asked (where does it actually live, what is safe to share, which platform, how long does it really take) are the ones best answered live, with your own work in front of us. If you want to go from "that's amazing" to a working first layer, book a workshop.

Book a workshop →

Where it leaves me

So, did I get beyond the vending machine?

Mostly. The thing I put a coin in and got one answer out of is now a system that knows my world, keeps its own notes, runs before I ask, and hands work to specialists when the job is bigger than one conversation. That part is real, and it's reusable: the five layers are the whole method, and you can start with one of them tomorrow.

The line at the top of this page says I was the glue between a dozen tools. Here's the honest version of what changed. I put down the assembly: the querying, the re-typing, the cross-referencing, the hunting for what changed since Tuesday. I kept the judgement, deliberately: every message I send, every meeting I book, the last review of anything that goes to another person, and the call about what should never be automated at all. I'm still the glue where being the glue is the job. I'm just not the glue for the parts that were only ever clerical.

So the verdict is the caveat, promoted: effort moved, the human didn't get removed. Nothing here deleted me from my own work. It moved the grinding off my desk and gave me back the hours I actually want to spend on judgement, framing, and the conversations that move things. And the part I got most wrong is the part I'd tell you to plan for: building it was the easy half, and trusting it enough to open it took months longer than the machinery did.

A note on sanitisation. This case study is deliberately generalised: organisations, products, tools, and people are abstracted into generic equivalents ("the tracker", "the wiki", "the executive"). What's preserved is the method, which is the part worth sharing. Nothing here reflects any specific employer's confidential information.

Written July 2026, on the tools and model line-up available then. This moves fast: treat the specifics as a snapshot and the method as the durable part.