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Getting Started
With AI

You tried AI once, thought it was mid, and moved on. Here’s what’s changed, the 4 free tools worth using right now, and exactly how to use them so AI actually blows your mind.

If you tried ChatGPT a year or two ago, asked it to write an email and got back something that sounded like a robot ate a thesaurus, you were right. At the time.

The models are dramatically better now, and so are the tools. But the biggest change is how people use them. Here’s what probably went wrong when you tried it:

  1. You gave it zero context. "Write me an email" is like asking a stranger to write on your behalf. They don’t know you, your reader or your goal.
  2. You used it for the wrong things. Writing from scratch is one of the hardest jobs for AI. It shines at summarizing, comparing options, finding patterns in your data and poking holes in your plans.
  3. You judged it on one answer. The people who love AI go back and forth three to five times. One prompt and done gets you the generic version.

The Mindset Shift

Think of AI as a very smart colleague who started at your company today. Brilliant, but they know nothing about you yet. The more context you give, the better they get.

4 Free Tools To Start With

01

Claude for everyday work

Go to claude.ai or grab the desktop or mobile app. Use it to think, write, plan, analyze and research. The free plan includes web search, memory across chats and up to 5 Projects. Pro is $20 a month (or $17 a month billed yearly) for a lot more usage, the bigger Opus model and Claude Code. (Claude pricing) Start here.

02

Perplexity for search

When you’d normally Google something, try perplexity.ai. It searches the web, reads the results and gives you a clean answer with sources you can click. The free plan covers everyday questions.

03

Gemini Notebook for documents

Google renamed NotebookLM to Gemini Notebook this summer, and it’s still free to start. Upload PDFs, articles, notes or reports, then ask questions and get answers that cite your sources. It also makes study guides, quizzes and an Audio Overview, a podcast-style recap of your documents. (Google’s announcement)

04

Wispr Flow for talking

Wispr Flow turns your voice into clean, edited text anywhere you type, including your prompts to Claude. It drops the filler words and fixes the grammar. The free plan gives you a limited number of words per week on Mac, Windows, iPhone and Android.

Where To Start

Don’t learn all four at once. Start with Claude for a week. Add the others as you need them.

7 Rules So Claude Doesn’t Suck

01

Give it a role

Open with who it should be. "You are a senior marketing strategist who works with small B2B companies." That gives Claude a point of view instead of trying to please everyone.

02

Context before the ask

Before: "Write me an email about the deadline."

After: "I’m a project manager at a tech startup. The deadline moved from Friday to next Wednesday. The team is stressed, so keep it calm and reassuring. I write direct but friendly. Write the email."

03

Say what you don’t want

"No buzzwords. Don’t open with ‘I hope this finds you well.’ Under 150 words." Constraints stop Claude from defaulting to safe and long-winded.

04

Feed it real material

Meeting transcripts become action items. A job posting plus your resume shows you the gaps. A contract gets explained clause by clause in plain English. Three months of sales data turns into patterns. AI working on your real stuff beats AI writing from nothing every time.

05

Have a conversation

Your first prompt doesn’t need to be perfect. React to what comes back: "Too formal." "Add real numbers." "Cut it in half."

06

Use it to think

Have it poke holes in your plan, play devil’s advocate on a decision, or list 10 things that could go wrong. Thinking alongside you is where it’s most powerful.

07

Tell it about you once

Click your initials, then Settings, then Your Claude, and fill in Instructions. On the older layout it’s Instructions for Claude under Settings. Every chat after that starts on better footing. (Claude help) Want a head start? Steal my 15 global instructions.

Here’s all of that rolled into one prompt you can reuse for almost any task:

The Everyday Prompt Template
You are a [role, e.g. "senior project manager who writes clear, calm team updates"]. Context: - Who I am: [your job, company type, how you usually write] - What's happening: [the situation in 2 to 4 sentences] - Who this is for: [the reader and what they care about] - What I want them to do or feel after reading: [the goal] Material to use (paste it below): [paste the email thread, notes, transcript, data or document] Task: [what you want, e.g. "write the email to my team about the new deadline"] Format: [e.g. "under 150 words, short paragraphs, a clear subject line"] Don't: use corporate buzzwords, open with "I hope this email finds you well," or invent any facts that aren't in my material. If something important is missing, ask me before you write.
Your First Week

01

Day 1. Ask something real

Sign up for Claude and ask about something you’ve genuinely wanted to understand or decide. Try "explain how [topic] works" or "help me think through [decision]."

02

Days 2 and 3. Real work

Take something you were doing anyway, like an email, meeting prep or your weekly plan, and do it with the template above.

03

Day 4. One research question

The next time you’re about to Google a product comparison or how-to, ask Perplexity instead and compare.

04

Days 5 and 6. One long document

Upload that report or PDF you’ve been avoiding to Gemini Notebook. Ask for the key points, ask follow-ups and play the Audio Overview.

05

Day 7. Set up your profile

Run this prompt in Claude, then paste the result into your instructions. From now on, every chat starts smarter.

Write My Claude Instructions
I'm setting up my Claude account so every chat starts knowing who I am. Interview me to write my account instructions. Ask me one question at a time, up to 8 questions total, covering: - my job and what a normal week looks like - what I'll mostly use you for - how I write (and paste-in examples if I have them) - who I usually write for - what I hate in AI answers (too long, too formal, too many bullet points, etc.) - anything you should always or never do When we're done, write my instructions as one numbered list, each item one short sentence, under 200 words total, ready to paste into Settings. Use my own words where you can. Don't add anything I didn't tell you.