AI Project Setup: Get It Right From the Start

Without setup: 

AI forgets context, gives generic answers, or repeats itself.

With setup:
AI remembers your context, follows your rules, and delivers high-quality insights from the first prompt.

Step-by-Step Guide to Setting Up Your AI Project

✅ Step 1: Create a New Project

• Open your AI tool (ChatGPT, Claude, Grok, etc.)

• Start a new project

• Name it clearly based on your task (e.g., “Client Reporting Templates” or “Portfolio Analysis Workflow”)

✅ Step 2: Define AI Instructions

• Role: Who AI should act as (e.g., analyst, project manager, advisor)

• Style: How responses should be structured (formal, concise, data-driven)

• Audience: Who will use the output (team, clients, stakeholders)

• Words to Avoid: Terms or phrases that don’t fit your brand or tone

✅ Step 3: Provide Context

• Upload 3–5 examples of your best work

• Include style guides, templates, or company standards

✅ Step 4: Activate Thinking Mode

• Enable “Extended Thinking” or reasoning features if available

• Allow AI to process complex requests fully for higher-quality outputs

✅ Step 5: Enable Web Search (Optional)

• Turn on real-time search to ensure outputs are accurate and current

• Especially useful for market updates or regulatory references

The Result:

• AI remembers your context

• Follows your instructions

• Produces higher quality, professional outputs from the first prompt

  REMEMBER ALWAYS CHECK THE OUTPUT