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What Smart Workers
Actually Do With AI

About half of workers use AI now. Most paste and ask. The ones getting ahead built systems. Here are 5 things they set up that you probably haven’t, and exactly how to do each one.

In Gallup’s latest workforce survey, 52% of US workers say they use AI in their role, but only 15% use it every day (Gallup). The daily users have something in common. Their AI already knows their job, their team and their work, so every chat starts with full context and every draft sounds like them.

5 Things They Did That You Haven’t

01

They set up AI that already knows their job

They made one workspace loaded with their role, goals, team and company. They never explain themselves twice.

In Claude: click Projects, then New project. Click Set project instructions and paste what the prompt below writes for you. Add your best past work as project files. Ten minutes of setup, and every chat in that Project starts with it.

Write My Work Project Instructions
You are helping me write the instructions for a Claude Project that will be my work assistant. Interview me first, then write the instructions. Ask me these one at a time, and wait for each answer: 1. My job title, what I'm measured on, and my top 3 goals this quarter 2. My team: who I work with most, who I report to, and what each person cares about 3. My company: what it sells, who the customers are, and any words or phrases we always or never use 4. The 5 tasks I do every week that eat the most time 5. How I like answers: length, format, tone, and pet peeves 6. Paste or attach 2-3 examples of my best work (an email, an update, a doc) Then write project instructions with these labeled sections: Who I Am, My Team, My Company, My Weekly Work, How To Write Like Me (pulled from my examples), and Rules. Rules to include: ask me a question when something is unclear instead of guessing, never invent numbers, names or dates, and flag anything that needs my review before it goes out. Keep it under 600 words so it stays focused. Output only the final instructions in one block I can copy.

02

They connected AI to their real tools

Their AI reads their real emails, meetings and files, so they stop copying and pasting.

Open Customize in Claude (being renamed Plugins, so you may see either), then Connectors. Start with Gmail and Google Calendar, then add Drive, Slack or Notion if your team uses them. Then ask "summarize my emails from this morning" or "what’s on my calendar tomorrow and what should I prep?" At work, your admin may need to approve connectors first.

03

They built their weekly report once

A repeatable workflow pulls from their meetings, emails and docs and writes the status update in their company’s format. They built it once and now it just runs.

In Claude: paste the prompt below and Claude builds the skill with you. Then run it every Friday, or make it automatic: on a paid plan, tell Claude in a chat "run my weekly status report every Friday at 3pm" and click Schedule on the plan it shows you. If you still use Cowork, it’s under Scheduled, then New task.

Build My Weekly Report Skill
Help me build a skill called weekly-status-report that writes my Friday update. First, ask me: 1. Who reads the report and what they care about 2. Which connected tools to pull from (for example Gmail, Google Calendar, Google Drive, Slack or Notion) and how far back to look 3. The exact format my company uses. I'll paste a past report as the example. Then write the skill so that every time I run it, it: - Pulls this week's meetings, sent emails, shared docs and messages from the tools I named - Groups them into: Done This Week, In Progress, Blockers, Next Week - Writes it in my format and tone, in plain sentences, under 300 words - Lists anything it wasn't sure about at the bottom under "Check before sending" - Never invents a result, number or deadline that isn't in my data Save it as a skill in my account. Then run it once now so I can see the first draft and tell you what to change.

Anthropic’s scheduled tasks guide →

04

They let AI learn how they work

Their AI knows their writing voice, formatting and shorthand. Six months in, it feels like a coworker who knows them.

In Claude: go to Settings, then Your Claude. Turn on Memory from chats and add your preferences under Instructions, like "short answers, bullets over paragraphs, no corporate jargon." Inside a Project, upload examples of your best work so it learns your style there.

05

They stopped using AI as a search engine

They gave AI ongoing work instead of one-off questions. Weekly analysis, client research, content planning. Each round builds on the last.

Do this: pick one task you do every week. Give it its own Project with instructions, reference files and a connected tool, then use it every week. After a month, that task takes a fraction of the time. Then pick the next one and stack them.

The Difference

Person A opens Claude, pastes a paragraph, asks "can you rewrite this?" and gets something generic.

Person B opens a Project that already knows their role, voice, team and company. They say "write the Monday update" and get a draft pulled from their real email, calendar and docs in under a minute.

Same tool, completely different results. The system makes the difference.