Workshop setup guide
Come ready to build.
Fifteen minutes of prep before the workshop means you spend the whole session building — not troubleshooting. Here's everything to do beforehand.
Before the workshop
Four steps, about 15 minutes.
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Create your free Claude account
Go to claude.ai and sign up with an email address you use for business. The free plan is all you need for the workshop.
- Use a password you don't use anywhere else.
- Log in once before the session so there are no surprises.
- Try one question — ask Claude anything — just to see it respond.
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Check your laptop & Zoom
The workshop is live on Zoom, and you'll switch between Zoom and Claude in a browser.
- Bring a laptop or desktop — a phone or tablet is too small for the exercises.
- Make sure Zoom works and your audio is good.
- A quiet spot for the full session helps you keep up with the builds.
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Gather your working materials
You'll build workflows around your real business, so bring real (but non-sensitive) examples:
- A customer question you answer over and over — from email, text, or reviews.
- A short description of your services, in your own words.
- One recent marketing message you've sent, if you have one (a post, flyer, or email).
- A routine task you'd love to hand off — the one that lives only in your head.
Rough notes are fine. We'll shape them during the session.
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Know what stays out of AI tools
This is the one rule we ask you to read before arriving — see the lists below.
Privacy & safety
What to bring — and what to leave out.
AI tools are great for drafting and organizing, but some information should never be pasted into them. During the workshop we use sample or made-up data for anything sensitive.
✓ Fine to use
- Your services, pricing you publish publicly, and business hours
- The kinds of questions customers ask (without their personal details)
- Your marketing copy, website text, and brand voice
- Made-up sample data standing in for real records
✗ Keep it out
- Passwords or account logins
- Full customer records, contact lists, or private correspondence
- Financial statements, tax records, or banking details
- Social Security numbers, medical details, or other sensitive personal information
The simple rule
If you wouldn't write it on a postcard, don't paste it into an AI tool. When in doubt, swap in a made-up example — the workflow you build works exactly the same.
And remember: AI drafts, you decide. It doesn't replace legal, financial, or medical advice.
All set?
Join the founding list.
Get the date, launch price, and registration details before they are announced publicly. Joining is free and does not commit you to attend.