Share professional context

Tell your AI who you are at work. Paste this into a new chat in Claude or ChatGPT:

Help me set up the custom instructions in my AI settings. Ask me a few questions, one or two at a time, to fill in these categories: - My job and role - My colleagues & regular collaborators - What I want coaching on / the type of coaching I want - What I'm currently learning or working to improve - Organizational context — my organization's name, mission, values, organizational goals - Work logistics — location, primary tools, working constraints - Personal professional context — my strengths, my goals (professional and personal), and anything else that shapes how I operate After we go through these, ask me whether there's anything else I want you to remember about how I work that didn't come up — I may have specific things I know I want shared proactively. Don't dump a long survey on me. Ask conversationally, let me answer naturally, and follow up where it's useful. When you have enough, draft a tight block of instructions I can paste into my settings.

Once aligned

When you've settled on a draft you like, paste it into your settings, then start a new chat to try it.

Claude

  1. Open claude.ai and click your initials in the bottom-left corner
  2. Go to Settings → Instructions for Claude (under General or Account, depending on your version)
  3. Paste your draft and hit Save

ChatGPT

  1. Open chatgpt.com and click your profile in the bottom-left corner
  2. Go to Settings → Personalization → Custom instructions
  3. Paste your draft and hit Save