Open your Google account's connected apps today.
Remove anything you don't use.
Security, then "Your connections to third-party apps & services."
Swap the names out before you paste into AI.
"Client A" works as well as the real name.
The answer comes back just as useful, and the real names stay with you.
Before you paste it into AI, strip the details.
What AI never sees in my business:
> Passwords and keys
> Card and bank numbers
> Health or HR details
> Full contact details
Your team asks you the same questions every week.
A company brain fixes that: 18 plain docs in tools you already use, behind one Start Here page.
Start with these 6:
→ Start Here
→ Company Facts
→ Voice
→ First Procedure
→ Decision Log
→ Customer Record
Your AI notetaker can't tell a promise from an idea.
Sort every action item into three lists:
1. Commitment: one name, one date. It's a task.
2. Idea: "We could try..." Park it.
3. Question: nobody answered. Give it an owner.
First question I'd ask each tool once Claude can see it:
Gmail: what did I promise?
ClickUp: what's past due?
QuickBooks: where did spending go up?
Shopify: what sold, what didn't?
Start with the one your customers touch most.
Your meeting recap is too late if it's tomorrow.
Three rules for the hour after:
1. One name, one date.
2. Park the ideas.
3. Send within the hour. AI drafts it. You read it and hit send.
Your favorite work is probably your smallest number.
Mine was. Last month's time logs:
> Client meetings: about 8 hours
> Everything logged: 192 hours
Sitting across from a client is the part I love. It's why I'm handing everything else I can to AI.
You don't have to hand everything to AI.
Here's where I draw the line:
Hand off: inbox sorting, weekly updates, first drafts, meeting action items.
Keep: client brainstorms, teaching clients, and the final yes on anything with my name on it.
Not sure where AI fits in your business?
Ask three questions about every task:
Does it repeat?
Could a new hire follow written rules?
Is a mistake easy to catch?
3 yeses: hand it off.
2: AI drafts, you approve.
1 or 0: keep it.
You bought the AI tool. Nobody showed your team how to use it.
Pick one job you already understand. Show the tool the steps. Review the first few runs together.
Aim for one habit that's still running on Friday.
You open six apps before lunch. I open one.
Claude is connected to our Gmail, Drive, ClickUp, QuickBooks, Figma and Shopify. I say what I need and it does the work in the right tool.
I check it. I approve it. That's the job now.
Your best prompts are the ones you'd never type.
I talk to Claude with Wispr Flow now. Hold a key, talk, let go.
Connect Gmail and Drive in Claude's settings, then ask out loud: "What did I promise people this week?"














