← Custom Assistants
AI & Automation 101 · Session 3
Before you start.
Have these ready before the session so you can build along from minute one.
- 01
A Claude account
Our main build. Free works (up to 5 Projects); Pro or Max is recommended so large knowledge files scale automatically.
Open ↗ - 02
ChatGPT Plus (optional)
The second rail. Building a Custom GPT needs a paid plan — Plus or higher.
Open ↗ - 03
A Google account (optional)
The third rail. Gems are free — handy if you don't already pay for the others.
Open ↗ - 04
A knowledge file to upload
A real doc the assistant should know: your rate sheet, service menu, or 2–3 past quotes. PDF, Word, or text.
- 05
One repeated task in mind
The job you do over and over. We'll build a quote / estimate drafter together — bring yours.