Setting up an AI assistant properly makes all the difference. Use this checklist.
Before You Start
- Define your goals (what problem to solve?)
- Identify workflows to automate
- Gather account credentials
- Review security practices
- Set time expectations
Account Setup
- Create account
- Enable 2FA
- Set strong password
- Review privacy settings
- Understand data policies
Email Integration
- Connect primary email
- Test send/receive
- Configure sorting rules
- Set response preferences
- Test drafting
Calendar Integration
- Connect calendar
- Set availability preferences
- Configure scheduling rules
- Test meeting creation
- Set buffer times
Messaging (Optional)
- Connect desired platforms
- Set notification preferences
- Configure auto-responses
- Test two-way messaging
Configuration
- Set working hours
- Configure time zone
- Set priority rules
- Define escalation triggers
- Customize templates
Testing
- Send test email
- Schedule test meeting
- Try a research task
- Test notifications
- Verify all integrations
Training
- Review initial suggestions
- Correct any issues
- Provide feedback
- Refine settings
Workflow Setup
- Define first automated workflow
- Set review cadence
- Create backup procedures
- Document your setup
Ongoing
- Weekly review scheduled
- Expansion plan noted
- Success metrics defined
- Support resources bookmarked
Complete this checklist for a smooth start.
Related topics:
ai setupai onboardinggetting startedai checklist
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