← AI Meet Up
The Playbook

The AI Playbook.

Everything we'd tell a friend over lunch about getting real value from AI. What to buy, how to set it up, what to say, and what to hand off first. Plain English, about 15 minutes to read, and every prompt is ready to copy.

9 chapters30 prompts to copy20 real use cases1 30-day plan
Chapter 1The short answer

If you only read one thing, read this.

  1. Pay for one assistant and use it every day.About $20 a month. One paid tool you open daily beats five free ones you forget.
  2. Tell it who you are, once.Your work, your family, how you like answers. Every reply after that gets better.
  3. Connect it to your email, calendar and files.This is the jump from a clever chat to a real assistant who knows your world.
  4. Hand it the back-and-forth. Keep the decisions.Drafting, chasing, sorting, summarizing. You approve, you decide, you own the relationship.
Chapter 2Pick a tool

Don't shop. Pick one and commit for 30 days.

The big three are all strong. The one you use every day wins. Here's how to choose in a minute.

What Matt uses daily

Claude

Best for writing that sounds like you, long documents and contracts, careful thinking, and connecting to your email, calendar and files to do real work.

Pick it if: you write a lot, read a lot, or want an assistant that runs real tasks.

ChatGPT

The best-known all-rounder. Great voice conversations, image creation, and a huge library of add-ons.

Pick it if: you want one tool for everything and talk to it out loud.

Gemini

Google's assistant, built into Gmail, Docs, Sheets and Drive.

Pick it if: your business already runs on Google Workspace.
Use the paid plan. Free plans use weaker models, cut you off mid-task, and usually can't connect to your apps. Paid plans run about $20 a month. Check privacy settings on day one: most let you choose whether your chats are used for training.
Chapter 3Set it up

Twenty minutes that make every answer better.

Do these five things once. Most people skip them and wonder why AI feels generic.

1
Write your "About me."

Paste the template on the right into your assistant's personal preferences or custom instructions. It reads this before every chat.

2
Put it on your phone's home screen and turn on voice.

Use it in the car. Thinking out loud with it is the fastest way to build the habit.

3
Connect your email, calendar and files.

Look for "connectors" or "apps" in settings. Start with read access. Now you can ask, "What did the lender say about rates last week?"

4
Make three projects: Work, Money, Family.

Put the key documents inside each one and give each its own short instructions. Every chat in a project starts with that context.

5
Set your privacy line.

Choose your training setting. Decide now what never goes in: passwords, full account numbers, and anyone else's private details without permission.

Your "About me" template

About me: I'm [name], [role] at [company] in [city]. My work: [what you sell, to whom, how big]. My family: [spouse, kids and ages]. What matters most to me: [faith, family, health, goals]. How I like answers: short and in plain English. Recommendation first, then the why. If something is unclear, ask me before guessing. Point out the weakest part of my plan. Never invent numbers, names or facts. Tell me when you're unsure. Things to avoid: [anything you never want].

Chapter 4How to talk to it

Talk to it like a sharp new hire, not a search box.

A new hire with no context does average work. Give the same person the background, the goal and an example, and they do great work. AI is the same.

What most people type

"Write an email to my contractor."

Result: a generic email you'll rewrite anyway.
What gets great results

"Context: our basement remodel is 3 weeks behind and the contractor stopped answering texts. Goal: get a firm finish date without souring the relationship. Inputs: the contract is attached; the finish date was Oct 1. Format: a short, friendly-but-firm email, under 120 words. Check: ask me anything you need first."

Result: an email you'd actually send.
ContextWhat's going on
GoalWhat a win looks like
InputsFiles, notes, numbers
FormatLength, tone, layout
CheckAsk me first, or show your work

Five moves that change everything

"Ask me questions first, one at a time."It interviews you instead of guessing. Best for anything important.
"Give me three options, then pick one and tell me why."You get choices and a recommendation, not a wall of text.
"What's the weakest point in this?"It will argue against its own work. Use it before every big decision.
"Shorter. Warmer. Less salesy."Don't start over. Correct it like you would a person. It remembers within the chat.
"Save this as how I like it done."Turn a great result into a standing instruction so you never explain it twice.
Chapter 5Your first 30 days

One week at a time. Four weeks to a real assistant.

Each week has one habit, one thing to set up, and a sign that it's working.

Week 1

Build the habit

  • Do the 20-minute setup above.
  • Give it one real task every day. Use the prompts below.
  • Talk to it in the car at least twice.
Working when: you reach for it before Google.
Week 2

Connect your world

  • Connect email, calendar and files.
  • Ask it: "What am I behind on?"
  • Before every meeting: "Prep me for this."
Working when: it finds things faster than you can.
Week 3

Make it repeatable

  • Save your three best prompts as templates.
  • Write a one-page "how we do things" and put it in your Work project.
  • Record one meeting and turn it into tasks.
Working when: you stop re-explaining yourself.
Week 4

Hand off the back-and-forth

  • Pick one recurring chore with other people: follow-ups, sign-ups, quotes.
  • Let AI draft and track it. You approve every send.
  • Set up one morning summary that comes to you.
Working when: something got done that you didn't touch.
Chapter 6Your first handoffs

What should you hand off first?

Tap the one closest to you. You'll get three first handoffs, with a prompt for each.

Not sure? Let it find your handoffs.

Here's what my typical week looks like: [walk through Monday to Friday, including meetings, email, family logistics, and anything you dread]. Find the five tasks that take the most time and involve back-and-forth with other people. For each one, tell me how AI could handle it, what I'd need to connect, and what I'd still need to approve. Rank them by hours saved.

Chapter 7Prompts worth stealing

Copy, paste, fill in the brackets.

Thirty prompts across work, money, people, family, faith and home. Each one follows the formula from Chapter 4.

Chapter 8Real use cases

Twenty things running in a real business and a real family.

These come from Matt's own setup. They're grouped by how far along you need to be, so you can see the path from day one to "it runs while I sleep."

Level 1 · Day one

Just you and the chat

Meeting prep in two minutes

Who they are, what to ask, what they'll push back on, what to bring.

Any long document, explained

Contracts, statements, medical results. Five bullets, then what's missing or risky.

Hard decisions, thought through

It asks questions until it can recommend, then argues against itself.

Hard conversations, rehearsed

It plays the other person so you can practice before the real thing.

Level 2 · Connected

It knows your email, calendar and files

Follow-up radar

Checks texts, calls and email every hour and lists who's still waiting on you. Nobody falls through the cracks.

TextsEmailContacts
Meetings into promises

Reads the meeting recording, pulls out who promised what by when, and tracks it.

RecordingsNotes
A morning brief

One early email: what matters today, what broke overnight, and the few decisions that need you.

EmailCalendar
Real numbers, on request

"How did this week go?" answered from actual calls, texts, email and calendar, not memory.

CalendarDatabase
Paperwork filed on arrival

Statements and documents named and filed the moment they arrive, ready for tax time.

DriveEmail
One clean record per person

Matches the same person across texts, email and notes into one accurate record, and never merges on a guess.

ContactsDatabase
Level 3 · Runs on its own

Radars that work while you sleep

New subdivision radar

At 5:30 every morning: new subdivisions filed in Utah County, and which city meeting is worth attending.

Public noticesEmail
Apartment building radar

Scans the country for 20 to 75 unit buildings that fit written investing rules. Fresh list by 4 AM.

ListingsRules
Daily money check

Checks every investment against a target return each morning so the weak ones are obvious.

AccountsEmail
Personal shopping radar

Hunting for a specific van or boat under a set price? It watches the listings and emails the best matches.

ListingsEmail
A search page per client

Each client's wish list gets its own page that checks listing sites daily and flags anything new.

ListingsAlerts
Industry news, filtered

A daily scan of new tools and news that keeps only what's worth a closer look.

WebEmail
Level 4 · Builds things

Describe it, and it gets built

A market report from an address

County records, recent nearby sales, adjustments, and a branded report ready for a client.

RecordsDrive
A website in minutes

A polished single-property site with every photo and a map, ready to text.

Hosting
This event page

The invite, the RSVP list and the testing on phones and watches, built by describing what was needed.

HostingDatabase
A family history archive

Shelves of family books turned into a searchable archive, gaps filled in FamilySearch, and a family film in the works.

FamilySearchDrive
Chapter 9Guardrails and mistakes

Six rules we never break.

Check numbers, names and dates.AI can be confidently wrong. Verify anything that goes to a client or into a decision.
You approve before anything sends.It drafts. You read, then you send. Every time, until you've earned trust in that exact task.
Protect private details.No passwords or full account numbers. Other people's private details only with their permission.
Ask for the source."Where did that come from?" If it can't point to it, treat it as a guess.
Relationships stay human.AI can draft the thank-you. The phone call, the apology and the hard news are yours.
Be upfront.If AI helped with something important, it's fine to say so.

Mistakes almost everyone makes.

  • Using the free version and deciding AI isn't that good.
  • One-line prompts with no context, then blaming the answer.
  • Starting over instead of correcting it like a person.
  • Treating it like Google. Ask it to think, plan and draft, not just look things up.
  • Trying ten tools. Depth in one beats a taste of ten.
  • Never connecting it to email and calendar, so it never knows your world.
  • Waiting to feel ready. The people ahead of you just started earlier.

Bring one task you hate doing.

Wednesday, November 4 in Provo. We'll try it live, together.