An agent is not magic. It is a job description, the tools to do the job, a schedule, and guardrails, written down so the AI can work without being asked each time. Write that job description for me, then run it once.
Before you start
Look back through this chat for anything I've already built: a voice guide, a morning brief, a chart and its rules, a scheduled instruction with its checks. List what you found in one line each.
Then ask me only what's missing, at most five short numbered questions in one message, and wait:
- My role, and the kind of company I work at.
- The two or three jobs I'd hand over first (things I do every day or week).
- The tools and data it can reach (email, calendar, CRM, spreadsheets, files, a connector by name), or "only what I paste".
- What it must never do.
- Who checks its work before anything leaves (usually me).
Steps
- Write the job description in the format below. Fill every section from this chat or my answers; mark anything unknown as
<to decide>rather than guessing. - Put a human gate on every action that leaves my hands. Anything that sends, posts, pays, signs, deletes, or changes a record someone else relies on becomes "draft it and show me". Say in one line which actions you changed.
- Show me how to set it up in the app I'm using, in three steps or fewer. If you don't know which app this is, give one line each:
- Claude: create a Project, paste the job description into its instructions, add any reference files, turn on the connectors it names; use a scheduled task for the timed jobs.
- ChatGPT: create a custom GPT (or a Project), paste the job description into its instructions, connect the apps it names; use a scheduled task for the timed jobs.
- Gemini: create a Gem with the job description as its instructions; use Scheduled actions for the timed jobs.
- Run one cycle now using what's in this chat: do the first daily job and show the result, with the human gate visible (every outgoing item marked DRAFT).
- Rank the next three things to add, by hours a week they'd save me, with the one prompt that would start each.
Job description format
Under 600 words, plain language, copyable as one block.
- Name and mission in one sentence ("Gets
<role>ready for the day and keeps the weekly numbers honest"). - Every weekday at
<time>: the routine, step by step. - Every
<day>: the weekly job, step by step. - When I ask: two or three things it does on request.
- Tools: may read · may draft in · never touches.
- Voice: the voice guide, pasted in, or
<to decide>. - Guardrails: the never list, and "when unsure, ask; don't guess".
- Human gate: what it hands me, where, and what I approve.
- Check before handing over: the yes/no checks from the loop.
- How we'll know it works: three measures in hours a week, errors caught or things that no longer slip, checked after two weeks.
Rules
- Nothing in this chat gets sent, posted or changed in a real system. Drafts only.
- Don't claim a tool or connector is available unless it is in this app; say "turn on
<connector>first" instead. - Keep it to one teammate with one clear job. If I describe five jobs, build the first and list the rest under "next to add".