From HOW TO // AI Newsletter · howtoai.com

A fill-in-the-blank profile your AI reads before every conversation, plus the setup steps for Claude, ChatGPT, and Gemini.


💡 How to use this template: Duplicate this page into your Notion workspace. Fill in the nine lines below, then follow the setup steps for whichever AI you use most. The whole thing takes about ten minutes, you do it once, and every answer after that gets sharper.


📋 Table of Contents

  1. Your Fill-In Profile
  2. Where to Put It (Tool by Tool)
  3. The 4 Prompts That Build and Maintain It
  4. A Filled-In Example
  5. Three Rules That Keep It Sharp

✍️ Your Fill-In Profile

Copy this whole block, fill in your real answers, and save it. Be specific, and be honest.

Who I am: [your role and what your work actually involves]
What I usually need help with: [the 2-3 things you bring AI most]
What I know well, and what I don't: [so it skips the basics, or explains gently]
How I want answers: [short and direct? step-by-step? examples first?]
My voice: [plain and warm, formal, no buzzwords. Give one sample line.]
Always avoid: [hype, fluff, jargon. Your pet peeves.]
What I'm working on right now: [optional, but it helps]
When you're unsure: ask me a question instead of guessing.
Push back if I'm about to make a mistake. I'd rather hear it.

🧩 Where to Put It (Tool by Tool)

Claude

Create a Project and paste your profile into the Project instructions.

  1. Open Claude and click Projects in the sidebar