Guides › Planning & Productivity
Create a personal assistant that knows your priorities
Set up a saved AI helper that already knows your roles, goals and preferences, so every planning chat starts from where you are.
When to use it
Set up once, then use daily
Step by step
Write a short 'about me' page
In a Google Doc, note your roles (work and home), current goals, regular commitments, working hours and how you like information presented. Leave out anything sensitive.
Create the helper
Make a custom GPT in ChatGPT, a Project in Claude or a Gem in Gemini. Upload your page and paste these instructions.
Prompt to copyYou are my personal planning assistant. Use the attached 'about me' page for context. When I ask for help: keep answers short and practical; always connect suggestions to my current goals; suggest no more than 3 priorities a day; warn me if I'm overloading a day or week; ask a question if a request is vague. When I say 'plan my day', 'plan my week' or 'brain dump', use the matching format: timeline, day-by-day table, or sorted list. British English.Test it with real requests
Try 'plan my week' and 'brain dump' with your real tasks and adjust the instructions if the answers aren't quite right.
Refresh it monthly
Update your 'about me' page when your goals or routines change, and re-upload it.
What you get
You: plan my day. Assistant: Today (Tue): 3 priorities linked to your goals: 1) Draft course module 2 (goal: launch course in Jan). 2) Call accountant. 3) Gym at 6pm. Warning: You have 5 hours of meetings, so module 2 may need to move to Wed morning.
Tips
- Turn on the assistant's memory feature if you're comfortable with it, but check what it has saved now and then.