31-lesson course · about 10 hours
Set up an AI chief of staff that prepares your admin and leaves every send to you
For Creators, educators, influencers and personal-brand teams responsible for useful content, audience trust and a consistent production practice
Everything for CreatorsBuild a morning brief, inbox triage, meeting prep, follow-up drafts, sponsor deadline records and a Friday review. The agent reads and drafts. You approve every send, booking and post.
What you’ll be able to do
By the end, you can…
How it works
A tutor that meets you where you are
- Lessons that adapt to your levelAll 31 lessons are hands-on tutorials you follow with your own tool open. The explanations adjust to where you are, whether you've only used a chatbot for captions or you've already connected apps to it.
- An AI tutor you can ask anythingAsk questions by typing or out loud. For example: what to do when a menu label on your screen doesn't match the lesson, or how to adapt a prompt to your deal tracker.
- Quizzes and flashcards for each lessonShort quizzes and flashcards tied to each lesson help you remember the approval rules, source-tag formats and what never to connect.
- Progress tracking and a certificateTrack your progress through the eight modules and earn a certificate of completion when you finish.
Curriculum
The curriculum
There are eight modules, in the order you'd set this up for real: define the job, choose a tool, write the instructions and connect sources. Then you build the daily routines and the records, and finish with a two-week rollout where you decide what to keep.
Module 1The Job: What an AI Chief of Staff Does for a Creator3 lessons
1What a Chief of Staff Does, and What It Doesn't
- Name the core chief-of-staff duties and match each to a piece of your creator admin
- State the rule 'the agent prepares, the creator decides and sends' in your own words
- Spot a task where a chief of staff would be speaking for you rather than preparing for you
2Sort Your Admin: Hand Off, Ask First, Never
- Sort your last twenty recurring admin tasks into on-its-own, ask-first and never
- Name the four things that stay yours: the facts, your voice, sponsor commitments and the release
- Assign a named human owner to every task you hand off
3Write the Job Description and Never List
- Write a one-page job description for your AI chief of staff
- Write a never list covering sends, posts, payments, voice and likeness
- Record which decisions are yours alone
Module 2Choose a Platform You Can Actually Get4 lessons
4Proactive Agents: Claude Duet and OpenAI dots
- Check whether you qualify for Claude Duet or an OpenAI dot
- Explain how each enforces the prepare-but-ask-before-sending boundary
5The Generally Available Path: Claude and ChatGPT Scheduled Tasks
- Choose between Claude and ChatGPT scheduled tasks for your situation
- Explain the ChatGPT project-file limitation and how to work around it
6Copilot, Gemini and the Tools to Treat With Caution
- Decide whether your email and calendar account type qualifies for Copilot or Gemini features
- Name one safety concern each for Meta Muse, Grok Bot and Manus
7Pick Your Platform and Fallback
- Choose a preferred platform and a fallback using your region, plan and accounts
- Record the monthly cost from the official pricing page, dated
- Check that your plan's task limit covers the routines you will schedule
Module 3Write the Standing Instructions4 lessons
8Priorities, VIPs and Urgency Rules
- Write five or six priorities split into outward- and inward-facing
- Write a VIP list of brand contacts, your editor and your manager
- Write urgency rules that keep 'needs me today' to five items
9Sources, Source Tags and the Content-Is-Data Rule
- Write the sources section, including a must-not-read list
- Write source-tag formats for email, calendar, documents and logs
- Write the content-is-data rule and explain why it matters for a public inbox
10Approval Rules and Your Drafting Voice
- Write the may, ask-first and never sections for a creator
- Write a short voice description with sign-off and banned phrases
- Explain why a draft request is not permission to send
11Corrections Log, Personal AI Policy and Where Instructions Live
- Set up a Corrections Log the agent reads before every run
- Write a personal AI policy of five to eight lines
- Map where the instructions go in your chosen tool and test them in a chat with nothing connected
Module 4Connect the Right Sources and Leave the Wrong Ones Out4 lessons
12Least Privilege: What to Connect in Week One
- List the five sources you will connect and the rights each needs
- Order connections read, then draft, then never send without approval
13What Never to Connect, and Why
- Identify accounts and folders in your setup that must stay disconnected
- Check Accounts Center for auto-connected Meta accounts if you use Muse
14Set Up Your Workspace on Claude or ChatGPT
- Create a Chief of Staff project with instructions and the three logs
- Connect Gmail and Calendar or Microsoft 365 with write tools off
- Set Claude's permission setting to Manual
15Set Up Claude Duet or an OpenAI dot Safely
- Configure dot Custom rules or Duet defaults for this role
- Connect only Gmail, Calendar and Drive
Module 5The Morning Brief4 lessons
16Design the Creator Morning Brief
- Adapt the brief prompt to your sources and priorities
- Explain what belongs under suspicious items and could-not-check
17Run the Brief by Hand and Score It
- Run the brief prompt manually against your real inbox
- Score each item correct, wrong, missing or wrong priority
- Write corrections into the Corrections Log
18Schedule the Brief and Check the First Run
- Pass a prompt-injection drill before anything is scheduled
- Schedule the brief for weekday mornings in your tool
- Verify the first scheduled run and its source tags
19Fix a Brief That Isn't Working
- Match a failing brief to its cause
- Write an instruction change that fixes it
Module 6Inbox, Meetings, Follow-Ups and Disclosures5 lessons
20Triage the Collaboration Inbox
- Run a triage prompt that sorts every message into six groups
- Extract brand, deliverables, dates, fee, usage rights and exclusivity from real offers
- Schedule a daily triage that sorts and proposes only
21Spot Scams and Draft Offer Replies
- Spot the signs of a fake brand deal in a triage result
- Draft replies that request brief, budget, usage rights and timeline without committing you
22Prep Brand Calls and Draft Agendas
- Produce a sourced prep note for a brand call
- Draft a timed agenda with decision items marked
23Draft Follow-Ups and Recaps for Approval
- Extract proposed decisions and actions from call notes
- Draft a recap under 200 words for your approval
- List anything you may have committed to personally
- Schedule a weekday end-of-day close
24The Disclosure Check Before a Sponsored Post
- Check a sponsored draft for a clear disclosure placed with the endorsement
- Draft spoken and on-screen disclosure lines for a video
Module 7Keep the Records: Decisions, Delegations and Deadlines3 lessons
25Keep a Decision Log the Agent Can Only Propose To
- Check your decision log has the eleven fields
- Confirm, reverse or reject proposed rows
26Run a Delegation Tracker With Human Owners
- Create tracker rows with a named owner and definition of done
- Draft check-ins for overdue items and send them yourself
27Build a Deadline Register for Sponsor Deliverables and Reports
- Extract deliverables from signed deal emails into register rows
- Add a dated disclosure-check row before each sponsored go-live
- Draft a sponsor report email from an analytics export
Module 8Review, Guardrails and the Two-Week Rollout4 lessons
28Run the Friday Creator Review
- Schedule and run the Friday creator review
- Spot and remove causal claims drawn from a single metric
29Prompt-Injection Drill and Permission Audit
- Re-run an injection drill, including a creator variant, against your live routines
- Run a permission audit and remove rights you don't need
30Score the Routines
- Calculate brief precision, source coverage and draft usefulness
- Record time and cost honestly against your day-0 baseline
31Two-Week Rollout and Go/No-Go Decisions
- Check each rollout day's 'done when' against your own records
- Write a go, keep or cut decision for each routine and save instructions version 2.0
Who it’s for
Made for you if…
Made for: Creators, educators, influencers and personal-brand teams responsible for useful content, audience trust and a consistent production practice
Solo creators who post on several platforms and run their own business inbox
Brand offers, PR, fan mail and sponsor deadlines all land in one place. You want the sorting and first drafts done without losing your voice or control over what gets sent.
Creators who work with a part-time editor or manager
You'll put a named person on every handed-off task and agree in writing who handles edits, who answers brand questions and who signs off on the release.
Educators and personal-brand teams with sponsor obligations
You owe deliverables, disclosures and reports on set dates. You need a deadline register and a disclosure check before every sponsored post.
People who already use ChatGPT, Claude or Gemini for single tasks
You've used a chatbot for captions and summaries but haven't set up a standing agent, and you want to do it with the least access that works.
Questions
Good to know
Do I need Claude Duet or an OpenAI dot to take this course?
No. As of October 28, 2026, Claude Duet is a research preview for US users on Claude Pro or Max, with a waitlist. Your first dot comes with ChatGPT Pro or a Business Premium seat, and dots on Pro aren't available in the EEA, Switzerland or the UK. Every exercise can be done with Claude or ChatGPT scheduled tasks instead, and Module 2 helps you pick a preferred tool and a fallback.
What do I need before I start?
A business email and calendar on Google or Microsoft 365, kept separate from your personal accounts. A paid plan on at least one assistant, such as Claude Pro or ChatGPT Plus, or willingness to start one. Comfort using a chatbot for single tasks. A content calendar and a list of current brand deals, even if it's just a spreadsheet. And a basic idea of your sponsorship disclosure obligations.
How much will the AI tools cost?
This depends on the tool and plan. As read on October 28, 2026: Claude Pro was $20/month and ChatGPT Plus was $20/month, and ChatGPT Pro started at $100/month. Prices and availability change, so the course has you check the official pricing page and record the date you checked.
Will the agent post, reply to fans or answer brands for me?
No. The course sets it up to read and draft only. You approve every send, booking, calendar change and post. Auto-posting, auto-replying and publishing through an agent are deliberately left out.
I'm in the UK or the EEA. Can I still do this?
Yes. Some tools, including dots on ChatGPT Pro, Gemini Task, Claude Duet and Meta Muse, may not be available where you are. Claude and ChatGPT scheduled tasks, Copilot and Google Workspace are the paths the course points you to. Check availability for your account before you start.
Is this legal advice on contracts or FTC rules?
No. The course teaches a disclosure checklist: a clear disclosure placed with the endorsement, both spoken and on screen for video, and posted by you. For contract terms, FTC rules or platform AI-labeling policies, check the primary sources or get legal advice.
Does it cover growth strategy, editing or voice cloning?
No. It doesn't cover growth or algorithm tactics, analytics beyond what sponsor reports need, editing workflows in CapCut, Higgsfield or Canva, or payments and contract negotiation. It never covers synthesizing your face or voice.
