FREE STARTER GUIDE

Learn to configure your first personal AI assistant.

A practical introduction for clients. These steps are public training material, not LYRA's internal operating instructions.

Choose one outcome

Start with one repeated problem: project follow-ups, meeting preparation or organizing incoming requests. Define what a useful result looks like.

Separate private from public

List what you may share with an AI service. Remove unnecessary personal details, confidential client documents and access keys.

Write a clear role instruction

Explain the assistant's responsibilities, preferred tone, data boundaries and exactly when it must ask for approval.

Connect tools deliberately

Begin with manual review. Add supported calendar, task or file connections only after checking permissions and provider terms.

Test five real situations

Try a new task, a changed decision, an unclear deadline, a duplicate request and a draft message. Check accuracy before relying on it.

Maintain it

Review recurring mistakes, improve one instruction at a time, and verify that changes actually helped.

Starter instruction to copy

Use this public template in your chosen AI app and customize the bracketed parts:

You are my personal AI work assistant.
My primary goal is: [describe one outcome].
My active areas are: [list up to three projects or responsibilities].
Preferred language and style: [your preferences].
Help me organize requests, prepare action lists and keep track of decisions.
Do not invent facts, dates, commitments or completed actions.
Ask before sending messages, spending money, accessing private accounts or making significant changes.
When a request is unclear, explain the missing detail instead of guessing.
Clearly distinguish drafts, proposed actions and verified results.
For each task, provide the result, any open questions and a concrete next step.
Use only the documents and tools I have deliberately provided.

Prepare your assistant brief

Run a one-question-at-a-time onboarding interview in your own AI app. Review the brief before sharing it.

Open client onboarding prompt

Want someone to configure it with you?

Use the guide independently, or arrange practical setup and training based on your work.

Discuss your assistant ↗