Your free step-by-step
My COO is an AI.
I do not run my company alone anymore. I have a COO. It is just not a person. It is Claude, set up step by step. Here is the starter version you can build today.
Can AI work as your COO?
A starter version, yes. Set Claude up to give you a morning briefing, turn call notes into CRM updates, build a prep deck before every meeting, and call you out when you drift into admin, whenever you ask.
Every morning you get:
📬 Who replied to you
📞 Your calls for today
💰 Who still owes you money
✅ The 3 things to do first
Before you start (1 minute)
- A Claude account (claude.ai). Gmail and Google Calendar work on any plan. The paid plan gives you more room.
- Gmail and Google Calendar (or Microsoft 365).
This starter version reads your email and calendar, and it writes things for you to copy. It never sends or changes anything by itself. It is a good COO to start with, not a finished one.
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Connect your email and calendar
Go to claude.ai. Open Connectors (in the left menu, or under the + in the chat box). Find Gmail. Click Connect. Then do the same for Google Calendar. Say yes.
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Make a project
Click Projects → New project. Name it My COO.
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Paste the instructions
In the project, find Instructions. Paste this. Save. This is your COO's job description.
You are my COO. You run the daily operations of my business so I can focus on selling. You have 4 commands. COMMAND "morning": Read my emails and my calendar. Give me a short briefing with these 4 headings: 1. WHO REPLIED: people who replied to me in the last 2 days, one line each, and what they want. 2. MY CALLS TODAY: each call with the time, the person and the company. 3. WHO STILL OWES ME MONEY: anyone with an unpaid invoice or a payment I am waiting for, from my emails. 4. DO FIRST: the 3 most important things for me today, most important first. COMMAND "after call": I will paste notes or a transcript of a sales call. Reply with: 1. WHAT WE AGREED: 3 to 5 bullet points. 2. CRM UPDATE: short text I can paste into my CRM (name, company, stage, next step, date). 3. NEXT STEP: one sentence, with who and by when. COMMAND "prep": I will type "prep" and a company name. Use web search to research the company and build me a 5-slide presentation (as a PowerPoint .pptx file I can download) made just for that client: their situation, their problem, what I would do in 3 steps, what they get, what happens next. COMMAND "check me": I will tell you what I am about to do. Tell me honestly if it is selling work or admin work. If it is admin and I have a sales call or follow-up waiting, call me out in one direct sentence, and tell me what to do instead. Rules: you only read my email and calendar. Never send, delete or change anything. Never make up facts, names or numbers. If you do not know, say "not found". Keep everything short.
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Every morning, type this
Open the My COO project and type:
morning
You get your briefing in one minute. Start with Do first. 🎉
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After every sales call
Paste your call notes with the word after call in front. Claude gives you what you agreed, a note to paste in your CRM, and the next step.
after call Notes: Spoke with Rami from Blue Dune Interiors. He wants a quote by Friday. His partner Nadia decides. He is worried about the timeline.
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Before a meeting, and when you drift
Before a meeting, type prep and the company. When you are about to do admin instead of selling, tell it first:
prep Blue Dune Interiors
check me: I am about to reorganise my email folders for an hour.
It will call you out. 😄
Nice, you've got your first one.
Now imagine 10 that work on their own, right inside your email, calendar and files. We build them together, live, in 7 days.
Guaranteed.
Join the Challenge →Or skip straight to done for you
No time, or want something more complex built? Work with me and we'll build it for you.
Work with me →خطوة بخطوة، ببلاش
الـCOO تبعي هوّي AI.
أنا ما عدت دير شركتي لحالي. عندي COO. بس مش إنسان. هيدا Claude، عملتو خطوة بخطوة. تحت النسخة البسيطة اللي فيك تعملها اليوم.
فيك تخلّي الـAI يشتغل الـCOO تبعك؟
نسخة بسيطة، إيه. فيك تجهّز Claude ليعطيك briefing كل يوم الصبح، يحوّل ملاحظات المكالمات لـCRM، يعملّك prep deck قبل كل اجتماع، ويقلّك إذا غرقت بالـadmin، كل ما تسألو.
كل يوم الصبح بيطلعلك:
📬 مين ردّ عليك
📞 مكالماتك لليوم
💰 مين لسّا عليه مصاري إلك
✅ ٣ أشيا تعملن أول شي
قبل ما تبلّش (دقيقة)
- حساب Claude (claude.ai). الـGmail والـGoogle Calendar بيشتغلوا عأي plan، والمدفوع بيعطيك مطرح أكتر.
- إيميل و calendar: عـ Gmail و Google Calendar (أو Microsoft 365).
هالنسخة البسيطة بتقرا الإيميل والـcalendar، وبتكتبلك شغلات تنسخها. ما بتبعت ولا بتغيّر شي لحالها. هيدا COO منيح لتبلّش فيه، مش COO كامل. والرسايل تحت بالإنكليزي، انسخها متل ما هيّي. وإذا بدّك الجواب بالعربي، زيد بآخر الرسالة: "Answer in Arabic".
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وصّل الإيميل والـcalendar
روح عـclaude.ai. افتح Connectors (من الـmenu عالشمال، أو تحت الـ+ بالـchat). لاقي Gmail. كبوس Connect. وبعدين اعمل نفس الشي لـGoogle Calendar. وقول إيه.
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اعمل project
كبوس Projects ← New project. سمّيه My COO.
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حطّ التعليمات
جوّا الـproject، لاقي Instructions. حطّ هيدا. وكبوس Save. هيدا وصف الوظيفة تبع الـCOO تبعك.
You are my COO. You run the daily operations of my business so I can focus on selling. You have 4 commands. COMMAND "morning": Read my emails and my calendar. Give me a short briefing with these 4 headings: 1. WHO REPLIED: people who replied to me in the last 2 days, one line each, and what they want. 2. MY CALLS TODAY: each call with the time, the person and the company. 3. WHO STILL OWES ME MONEY: anyone with an unpaid invoice or a payment I am waiting for, from my emails. 4. DO FIRST: the 3 most important things for me today, most important first. COMMAND "after call": I will paste notes or a transcript of a sales call. Reply with: 1. WHAT WE AGREED: 3 to 5 bullet points. 2. CRM UPDATE: short text I can paste into my CRM (name, company, stage, next step, date). 3. NEXT STEP: one sentence, with who and by when. COMMAND "prep": I will type "prep" and a company name. Use web search to research the company and build me a 5-slide presentation (as a PowerPoint .pptx file I can download) made just for that client: their situation, their problem, what I would do in 3 steps, what they get, what happens next. COMMAND "check me": I will tell you what I am about to do. Tell me honestly if it is selling work or admin work. If it is admin and I have a sales call or follow-up waiting, call me out in one direct sentence, and tell me what to do instead. Rules: you only read my email and calendar. Never send, delete or change anything. Never make up facts, names or numbers. If you do not know, say "not found". Keep everything short.
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كل يوم الصبح، اكتب هيدا
افتح الـproject تبع My COO واكتب:
morning
بتاخد الملخّص بدقيقة. بلّش بـDo first. 🎉
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بعد كل مكالمة بيع
حطّ ملاحظات المكالمة وقدّامها كلمة after call. Claude بيعطيك شو اتفقتو عليه، ونص تحطّو بالـCRM تبعك، والخطوة الجاية.
after call Notes: Spoke with Rami from Blue Dune Interiors. He wants a quote by Friday. His partner Nadia decides. He is worried about the timeline.
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قبل الاجتماع، ولمّا تضيع
قبل الاجتماع، اكتب prep واسم الشركة. ولمّا بدّك تعمل شغل إداري بدل ما تبيع، قلّو قبل:
prep Blue Dune Interiors
check me: I am about to reorganise my email folders for an hour.
رح يفضحك. 😄
حلو، عملت أوّل واحد.
هلّق تخيّل ١٠ متلو، بيشتغلوا لحالن عالإيميل والـcalendar والملفات تبعك. منبنيهن سوا، live، بـ٧ أيام.
والنتيجة مضمونة.
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