4 articles
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Template, onboarding your AI in six messages
Six fill-in-the-blank messages that tell your AI who you are and how you work, plus the question to check what sticks afterwards. Done in fifteen minutes.
You know your AI would work better if it knew you. But you never get round to it, because where do you start? This template takes that question away. Six short messages with blanks, in the order you would get to know a new colleague. Fifteen minutes, one conversation.
Start with the first message
Every message starts with 'Remember this about me', so your assistant knows it needs to save something instead of answering a question. Fill in the part in brackets. Short is fine, honest is a must.
Message 1, your context
As a Member you get the five other messages below, the check question you ask before and after, and what you do if your assistant remembered something wrong.
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Give your AI an onboarding, just like a new colleague
A new colleague gets an onboarding, your AI usually does not. I use six questions from my coaching practice to teach my assistant how I work.
In a Copilot workshop I asked the group to type one sentence: tell me what you know about me. Not much actually came out of that. A job title, a few recent files, sometimes absolutely nothing. After that I showed what my own assistant has remembered about me. My way of working, what I find important, who I work for and where I want to go. That had nothing to do with the licence. I simply did one exercise once: I gave my AI an onboarding.
Below this article you will find the template to onboard your AI in six messages, free for members.
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Ask your AI for lessons, not excuses
When my AI made a mistake, it started defending itself. I asked it for a lesson, and that is now in its memory.
This summer I came back from a trip. And the Monday after I had to give a training. During my holiday I had not really followed my emails. Had the confirmation come in or not? So I asked my AI assistant. It went looking and said it had found nothing. I was already standing at the client's door by then. And I really started to sweat.
Feel free to copy the prompt at the bottom of this article, you can use it the next time your AI misses something.
The same question to a second assistant
I thought to myself that this could not be right. So I asked exactly the same question to a second assistant, a different model. It found the email within seconds. It was just sitting there.
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Memory or instruction? Facts and behaviour belong apart
Why your AI keeps forgetting your house style, and how you put facts, behavioural rules and project knowledge each in their own place so it works consistently every time.
'Why does it always forget my tone of voice?' I get that question in almost every workshop. Usually it turns out that everything is mixed together in one large instruction field: who you are, who you work for, how you write, which clients you have, and what formatting you want. One long piece of text that is sent along with every conversation and that the model can only half follow.
At the bottom of this article you will find a prompt that splits your instructions for you, which you can just copy.
Two types of information
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