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?
Save your seat.
If you haven't reserved your founding cohort spot yet, do that first — then this guide has you ready for day one.