Answer a few real questions. Walk away with a setup that actually knows you.
A generic assistant can answer questions. A Chief of Staff knows what you're building, what drains you, who matters, and what's worth your time. This wizard builds that — in about 20 minutes.
Your CoS will address you by name and organize everything around your actual priorities — not a generic work template.
What's actually on your plate right now? #1 gets the most attention from your CoS. Be honest — this isn't your LinkedIn bio.
The 2–3 projects or goals most front of mind in the next 90 days. Not your full backlog — just what's alive right now.
A CoS that doesn't know what drains you will keep loading those things onto your plate. Be specific here — it's the part most people rush and then regret.
What must be true for you to do your best work? Not what sounds good — what's actually true.
The work that pulls you in, not pushes you.
This is the most important field on this page. Don't skip it.
Inbox overwhelm? Overcommitment? Priority fog? Name them so your CoS can flag them before you do.
Personality frameworks give your CoS a real picture of how you think, what motivates you, and what to watch for. Add what you know — skip what you don't.
What are your two Geniuses (energize you), and your two Frustrations (drain you)?
Top 5 themes, in order if you know them.
Your CoS is only as smart as the context it has. Energy is information — and a CoS that understands yours won't schedule deep work on a day when your body is running on empty.
When are you sharpest? When do you do your best focused work — and when should the calendar stay clear of hard decisions?
Not what you think you should do — what actually works for you.
If you do, your CoS can factor in energy phases so it's not pushing you toward launch weeks when your body needs recovery. It's useful information — include as much or as little as you want.
Your CoS will know how to reach people and which tools to look in when you need something.
Add the people your CoS should know about — teammates, direct reports, collaborators, clients.
This is where your CoS learns what to protect. It'll flag anything that pushes into the time or energy you've said matters.
Mornings, evenings, a specific day — whatever's yours, say it here.
Copy this and paste it into your Claude Cowork project instructions. Then hit "Connect my tools" below — that's what takes it from a setup document to a CoS that can actually see your calendar, email, and everything else.
Your CLAUDE.md tells your CoS which tools you use. These steps actually connect them — so it can read your calendar, search your email, and pull from Notion without you having to copy-paste anything.
Every tool connects via OAuth — the same standard used by Zapier, Calendly, and every other trusted integration you've used. Claude only reads what you explicitly approve, and only when you ask. You can disconnect any tool at any time from Customize → Connectors in the Cowork sidebar.