Automate any task using Claude! (my full Claude projects workflow)

Summary

This video tutorial offers a comprehensive guide on leveraging Claude projects for task automation in artificial intelligence. It covers the creation of projects, utilization of project knowledge, and setting custom instructions to automate tasks such as content generation and summarization. The presenter demonstrates automating the analysis and summarization of AI Foundation's live call transcripts, showcasing how to integrate internal knowledge with custom instructions for streamlined AI-assisted workflows.

Takeaways

• 🤖 Claude Projects are essential for automating AI tasks, such as content generation, data retrieval, and summarization.
• 📚 The video provides a comprehensive guide on using Claude Projects for task automation with custom instructions and internal knowledge.
• 🔍 Claude's 'Project Knowledge' serves as an internal database for files, text, and custom instructions to reference during a project.
• 📂 Projects in Claude are likened to folders for organizing and automating specific tasks, with unique knowledge bases for each.
• 📝 Custom instructions in Claude allow for setting specific behaviors and responses for the AI within a project, streamlining task automation.
• 📈 The video demonstrates creating a project for analyzing and summarizing key points from AI Foundation's live member calls.
• 📝 It explains how to add content and set custom instructions for Claude to perform specific tasks such as grading and summarizing calls.
• 📑 The importance of structuring custom instructions with clear objectives, personality traits, and output formats is highlighted.
• 📝 The video includes a step-by-step process for creating a custom instruction template for automating the analysis of call transcripts.
• 📊 Claude can be directed to grade calls based on specific community goals, providing a letter grade and percentage, with justifications.
• 🔗 The AI Foundation's YouTube channel and community are promoted as resources for further AI learning and networking.

Q & A

What is the main focus of the video?

The video focuses on teaching viewers how to automate tasks using Claude projects, which are a part of artificial intelligence tools, and how to leverage them for various tasks like content ideation, data retrieval, and summarization.

Why are Claude projects important for those interested in AI?

Claude projects are important for AI enthusiasts because they allow for the automation of specific tasks, providing efficiency and enabling the user to manage and execute complex processes with ease.

What is the significance of the AI Foundation's YouTube channel and community mentioned in the video?

The AI Foundation's YouTube channel and community serve as a comprehensive resource for learning about artificial intelligence. They offer courses, a community section for sharing AI news and findings, and live calls for interaction and networking among AI enthusiasts.

How does the video guide the viewer in creating a Claude project?

The video provides a step-by-step guide, starting from creating a project by giving it a name and description, to navigating the dashboard, and utilizing features like project knowledge and custom instructions.

What is 'project knowledge' in the context of Claude projects?

Project knowledge refers to an internal database of files, text content, and custom instructions that Claude will reference during the project. It helps in automating tasks by providing context-specific information to the AI.

Can you explain the concept of 'custom instructions' in Claude projects?

Custom instructions are user-defined guidelines that dictate how Claude should behave and respond within a specific project. They allow for tailoring the AI's responses and outputs to meet the unique requirements of a task.

How does the video demonstrate the use of custom instructions with project knowledge?

The video demonstrates by showing how to set custom instructions that reference the project knowledge, such as a document listing tools used in a business. This allows Claude to respond accurately when asked about those tools.

What is the task the video aims to automate?

The task the video aims to automate is the summarization of key points and insights from live calls via a transcript within the AI Foundation's community.

How does the video suggest using the AI Foundation's goals PDF in the custom instructions?

The video suggests using the AI Foundation's goals PDF as a reference to grade the call transcripts based on the community's standard goals, providing a structured and objective evaluation.

What is the final output format that the video describes for the automated task?

The final output format includes a call summary, direct quotations from the call for questions and answers, a call grade based on the AI Foundation's goals, and a description justifying the given grade.

How does the video ensure that the automated task is efficient and user-friendly?

The video ensures efficiency and user-friendliness by demonstrating how to set up custom instructions once, which then automates the task without the need for repetitive prompts or inputs from the user.

Outlines

00:00

🤖 Introduction to Automating Tasks with Claude Projects

This paragraph introduces the concept of automating tasks using Claude projects, emphasizing their importance in the field of artificial intelligence. It outlines various applications such as brainstorming, content generation, summarization, data retrieval, and presentation. The speaker expresses excitement about teaching how to use Claude projects, internal knowledge, custom instructions for task automation, and promises a live example. Additionally, an invitation to join the AI Foundation's community for further learning and networking in AI is extended.

05:01

📁 Understanding Project Knowledge and Custom Instructions in Claude

The speaker explains the functionality of project knowledge in Claude, which acts as an internal database for files, text content, and custom instructions. It clarifies how to add content and set custom instructions to guide Claude's responses within a project. The paragraph demonstrates using project knowledge to answer questions about the speaker's tools and illustrates custom instructions to control output, such as responding with only two words or disregarding user input for specific tasks.

10:02

📝 Automating Live Call Analysis and Summarization with Claude

The paragraph details the process of automating the summarization of key points from live calls using Claude. It guides through creating a project, naming it, and setting up the dashboard. The speaker discusses the importance of project knowledge in chat threads and how to use custom instructions for specific outputs. The task at hand is to upload a call transcript and have Claude analyze and summarize it without additional prompts, showcasing the power of automation in processing large amounts of data.

15:04

📑 Setting Up Custom Instructions for Task Automation

The speaker provides a step-by-step guide on setting up custom instructions for automating the analysis of Zoom call transcripts. It includes creating a template for the desired output format, defining the role and objective of Claude, and specifying personality traits and communication style. The paragraph also covers how to include special formatting instructions to guide Claude in using the uploaded documents and internal knowledge to generate the output.

20:05

🏆 Automating Call Evaluation Based on Community Standards

This paragraph focuses on automating the evaluation of calls based on the AI Foundation's community standards. It explains how to incorporate these standards into custom instructions, ensuring that Claude grades the call transcripts according to specific criteria outlined in an uploaded PDF. The speaker illustrates how to instruct Claude to provide a letter grade, percentage, and a rationale for the grade based on direct quotations from the call transcript.

🔄 Demonstrating the Automation of Task with Claude Projects

The final paragraph demonstrates the automation process by uploading a call transcript and letting Claude analyze it according to the custom instructions previously set. It shows the output format matching the template created, including a summary, questions and answers from the call, and a grade based on the community standards. The speaker highlights the efficiency of this method, allowing for repetitive tasks to be automated with a one-time setup.

Keywords

💡Automate tasks

Automating tasks refers to the process of making routine tasks be performed with minimal human intervention. In the context of the video, it is about using AI to perform tasks such as brainstorming, content generation, summarizing, and data retrieval without the need for manual input each time. The script mentions automating 'certain tasks' with Claude, indicating the AI's capability to handle various processes efficiently.

💡Claude projects

Claude projects are a specific feature within the AI platform that allows users to organize and manage tasks for automation. The script emphasizes the importance of understanding and using Claude projects for anyone interested in artificial intelligence, as they provide a structured way to automate tasks by creating 'folders' for specific automated tasks.

💡Artificial Intelligence (AI)

Artificial Intelligence is the simulation of human intelligence in machines that are programmed to think like humans and mimic their actions. The video's theme revolves around leveraging AI for task automation. The script discusses AI's role in 'artificial intelligence' and its applications in automating various tasks, indicating the broad impact of AI on efficiency and productivity.

💡Content ideation and generation

Content ideation and generation involve the creation of ideas and the production of content, respectively. The script mentions the desire to automate this process, suggesting the use of AI to come up with new ideas and generate content in a systematic way, which can be particularly useful in fields like marketing, blogging, and journalism.

💡Summarization

Summarization is the process of condensing longer pieces of text into shorter, more digestible formats while retaining the essential points. In the script, the task of summarizing key points from live calls is highlighted as an example of automating data presentation, demonstrating how AI can be utilized to quickly convey the main ideas from large volumes of text or discussions.

💡Data retrieval

Data retrieval is the process of accessing and collecting data from a storage system. The script touches on automating this task, which can be crucial for businesses and researchers who need to quickly access large amounts of data without manual searching, indicating the potential of AI to streamline information gathering.

💡Custom instructions

Custom instructions are specific guidelines provided to an AI to shape its responses or actions according to the user's needs. The video script describes setting custom instructions for Claude, such as responding with only two words, to tailor the AI's behavior within a project, showcasing the flexibility and adaptability of AI to specific user requirements.

💡Project knowledge

Project knowledge refers to the internal database of information, including files and custom instructions, that an AI uses to inform its responses within a specific project. The script explains how project knowledge is essential for the AI to reference and understand the context of the tasks being automated, such as knowing the 'tools I use' in the business context mentioned.

💡AI foundation's community

The AI foundation's community is a group of individuals from various industries who share a common goal of leveraging artificial intelligence. The script discusses this community as a resource for AI news, courses, and interaction among like-minded individuals, emphasizing the collaborative aspect of learning and applying AI.

💡Live calls

Live calls are real-time interactive sessions, often used for discussions, Q&A, or presentations. The script mentions analyzing and summarizing key points from live calls within the AI foundation's community, indicating the use of AI to process and distill information from these dynamic and information-rich events.

💡Transcripts

Transcripts are written versions of spoken language, capturing every detail of a conversation or presentation. The video script discusses uploading call transcripts to the AI for analysis, which is an example of how AI can be used to process and understand lengthy spoken content, providing insights and summaries from these texts.

Highlights

Learning to automate tasks with Claude projects for artificial intelligence applications.

Claude projects can automate brainstorming, content generation, data retrieval, and presentation.

Introduction to the AI Foundation's YouTube channel and community for AI enthusiasts.

The community offers courses, resources, and live calls for networking and learning AI.

Creating a project in Claude for task automation involves setting up a specific workspace.

Projects act as folders for tasks that can be automated within Claude.

Project knowledge serves as an internal database for files and custom instructions.

Custom instructions guide Claude's behavior and responses within a project.

Demonstration of how to add content and set custom instructions for task automation.

Using project knowledge to provide context and enhance Claude's understanding of the task.

Automating the summarization of key points from AI Foundation's live calls via transcripts.

Uploading a transcript and automating the analysis process with custom instructions.

Creating a grading scale to evaluate the effectiveness of live calls based on community standards.

The importance of understanding the structure of Claude projects before automating tasks.

Using Claude to automate repetitive tasks and save time in workflow processes.

Invitation to join the AI Foundation's community for further AI learning and networking.

Transcripts

in this video we are going to be

learning how to automate tasks with

Claude and we are going to be using

Claude projects in order to do this

Claud projects are one of those things

that you just need to understand and

know how to use if you are interested in

artificial intelligence because it

allows you to automate certain tasks

whether you're brainstorming new ideas

in a very specific way maybe you have a

Content ideation and generation process

that you want automated maybe you have

certain summaries that you want

automated data retrieval data present

presentation there are so many different

types of tasks that you can automate

with clae in this video I'm just going

to give you everything you need to know

about Claude projects how internal

knowledge is used with custom

instructions and how you can automate a

task and I'm going to build with you a

live example of how I would go about

automating a task within Claude I'm so

excited to get into this now if you

don't already know the AI foundation's

YouTube channel also has a community and

in this community we go so much further

into artificial intelligence than what

you see on YouTube Google X LinkedIn or

anywhere else this is meant to be your

final stop for AI we have courses in

here we have this nice Community section

where people are putting in AI news

sharing their AI findings their wins and

it's just over 250 people from multiple

different Industries with one goal in

mind the goal to leverage artificial

intelligence when you put that many

people in a room with one goal in mind

great things happen so we have this

community here we have a classroom

section full of different AI courses

that you can just learn at your own own

pace we have templates in here resources

Blueprints and everything you need and

we also have a calendar with multiple

different live calls on here that anyone

in the group can join and just ask

questions interact Network and just join

a group of like-minded people who are

just AI Enthusiast it's an amazing

Community to be a part of so if that's

something that interests you I'll leave

a link in the description or the topend

comment uh you can decide which one

you'd like to click but I highly

recommend checking it out you won't

regret it and I hope to see you there

now let's take a dive into the claw

projects feature so we can start

leveraging AI for task automation first

what we want to do is we want to create

a project because the project is where

everything is going to be taking place

you can think of projects as folders for

certain tasks that you want automated so

I'm going to head over to the upper left

hand corner of my screen and hover over

where it says claw and then select

projects here what you can do is in the

upper right hand corner behind my head

you can select this create project

button and next you give your project a

name and a description after that you

can hit create project so for my name I

just said AI foundation's live call

analysis and summarizing key points from

AI foundation's member calls I'm going

to explain what I'm automating in a

second here but first I just want to

create this project so I can walk you

around the dashboard now it's very

similar to if you were in any other

large language model you have this

prompt bar right here you can change

your model here um I love Claude son at

3.5 it's just amazing you can add

content like uploading images docs PDFs

Etc and you have a history of chat

threads right here but this is outside

of your normal claw chat threads this is

native to the project that you're

working in and what makes these projects

special is you have this section over

here called project knowledge this is an

internal database of files text content

and custom instructions that Claude will

be referencing throughout your time

within this project so when you go out

of this project it's not going to be

referencing this but you can create

multiple different projects with

different project knowledge in each so

what is the project knowledge let's take

a look at internal knowledge and custom

instructions that way you can get a good

overview of how these two things are

working together and you can start to

see the power of them we have to walk

before we can run and I think it's

important to understand the structure

before you just start automating the

task right you have to know how do these

things communicate with each other and

how can we use them with each other so

in the project knowledge this is really

important because your chat thread is

going to be referencing this all the

time you have the ability to hit add

content and here you have have two

options you can either upload from

device or add text content if you add

text content this is just information

that Claude will reference so I could

say tools I use and then I could just

list out some tools I use for example

maybe I use stripe Elementor maybe I'm

doing some website design Zoom I could

just list all the tools I use in my

business uh chat GPT and once you hit

add content Claud is now referencing

this and you have a certain amount of

knowledge size you can use a 200,000

context window window which is

equivalent to a 500 page book so now if

I hover over this and I click into this

new project knowledge that I added you

can see tools I use stripe Elementor of

zoom and chat gbt and now if I ask

Claude a personal question about my

tools it will know which tools that I

use so I could say what tools do I use

and without this prior knowledge of me

uploading this and telling Claude the

tools I use in my project knowledge it

would struggle to understand the tools

that I'm using because I never told it

so when I send this off it will know the

exact tools that I put within my project

knowledge as you can see it's giving me

even descriptions of what they are and

so that's how you can use project

knowledge and internal knowledge in your

chat thread something as simple as that

giving claw more context into your

project giving it more context into your

workflow Etc so if I go back to my

project now the cool thing about project

knowledge is you don't only have to

reference your internal knowledge that

you've uploaded like the tools I use in

these promps and in these statements or

questions that you're giving Claude but

you can also do something called setting

custom instructions and this is for how

Claude should behave and respond for

chats in this specific project so if I

select set custom instructions here we

get to tell Claude how it should respond

and this is similar to the custom

instructions feature within chat gbt

here you can set a Persona set a system

function for cloud so again I'm just

going to use a very basic example of how

you might be able to set custom

instructions I could say respond with

only two words every single time and if

I hit save instructions and I ask how do

I tie my shoe and I send it off it's

going to respond with only two words

every single time and that's how you can

use custom instructions to manipulate

the output and that's where the

automation comes in play maybe you want

to upload something to this claw chat

thread and have it respond in a specific

way every single time if you're doing

something an estimate this is really

cool because you can upload your project

knowledge things about your company by

hitting add content and uploading those

PDFs uploading those important documents

and then you can have the custom

instructions reference that internal

knowledge and use it in order to perform

specific output formatting for whatever

task you want automated whether that's

for Content generation summarizing or

creating estimates or customer service

or email responding or mood detection

the the list really goes on and it's

going to be entirely up to you but real

quick I just want to show you how you

can use these custom instructions to

reference your project knowledge that

way you can start to see the power of

this because each of these documents in

here are labeled so you can tell it to

reference that labeled document in order

to perform a task as well so I could say

for each response completely disregard

the user's question and statement only

respond with a random tool from the

tools I use document as you can see I'm

referencing that document that I created

of the tools I used maybe I just want

like a random selection picker I can

just hit save instructions and then I

can just ask it how do I turn on my TV

and when I send that off it's going to

listen to my custom instructions

completely disregard anything I ask or

anything I say and just respond with a

custom selection from my tools I use

list as you can see the answer chat gbt

and that's what I told it to do so you

can reference those documents and that's

what I wanted to get across and that's

just an important foundation before you

start trying to automate tasks so I hope

you've stuck around and I hope that

you've learned a thing or two but for

now I'm going to delete all these chats

and I'm going to start fresh I'm going

to delete the tools I use for my project

knowledge and I'm going to delete my

custom instructions and just hit clear

and now we're going to start fresh and

I'm going to give you the task that I

will be automating so we are still going

to be in our AI foundation's live call

analysis project folder and the task

that we're going to be automating is the

summarization of key points and insights

from our live calls via a transcript so

all I want to do is I want to just come

in here hit add content and upload the

transcript of our Live member calls

within our AI foundations Community if

you don't remember me showing you

earlier on our calendar we have one to

two calls per week uh last month it was

on automations and then just a live Q&A

this month we're going to go into AI

business but we have all of these calls

as you can see it's just a ton of

information these calls are hours long

but with each one comes a transcript so

I want to be able to upload this

transcript and get that specific

analysis that I want those key points

from the call and I don't only want to

get the key summaries but I want a lot

of things right I want a grading scale

for how well did Carter and I do

answering people's questions so that is

the task that I'm going to be automating

in this video and throughout this video

don't just look at this task for face

value but dive deeper how can you apply

this in your work life or your personal

life in order to save time if you're

doing something that's repetitive or

you're doing something that requires a

lot of data and a lot of reading I

highly recommend using this in your

workflow and just following the

techniques that I'm going to show you

and applying it to your life I think a

good spot to start with task automation

is adding project knowledge that way you

can use the custom instructions to later

reference this project knowledge these

are going to be the bigger files in the

backend stuff that you can use and

reference in your chat threads and with

custom instructions so I think it's good

to add content here and you can either

upload from device or you you can hit

add text content give your content a

title and then paste in some content or

just type it in but what I wanted to

show you was this PDF that I have I have

an AI foundation's Community standard

PDF these are just five things I always

want to remember as the community grows

in order to have a successful community

and in order to keep that good

foundation no pun intended so what I did

was I wrote out everything I wanted from

the community and what I thought a good

standard would be in order to actually

help people and actually provide value I

threw it into chat gbt and I made it a

lot more more clear and concise with AI

but now I have this five-step PDF for

the future of the AI foundation's

Community this would be a great thing to

upload within my Claud project because

remember we're going to be summarizing

key points from the AI foundation's

calls so what I can do is I can hit add

content and upload from device and I can

upload that PDF the AI foundations goals

PDF and hit open and now we have all of

that information in here all of my

community standard goals and like I said

in the custom instructions we can now

reference that file that we just

uploaded so remember my goal is I want

to upload a call transcript from our

live Zoom events and I don't want to

have to type out any prompt I just want

to hit add content upload the text file

and send it off and have my automation

run and we're going to accomplish that

by setting custom instructions so when

I'm going to create these custom

instructions I actually have a template

that I like to follow that I'll leave in

the description below so you can just

copy and follow the template with me and

it's basically this right here we want

to make sure that we hit all these

points we want to give Claud a

profession in a role we want to give it

an objective personality traits this is

going to make it fun communication Style

again make it fun output format output

format is probably the most important

thing in the task automation process

with Claud projects because you're

giving Claud a specific way that you

want it to respond each and every time

so you don't have to type out long

prompts you're doing it once in the back

end very well and then you are giving it

special formatting instructions for how

to use that output format it might be a

little bit confusing but I'm going to

walk you through each step and get this

done so profession and role I can just

put expert live call analyzer you really

don't have to use any fancy language

here you're just kind of letting Claude

fill the shoes of this profession enroll

and you're going to walk it through

everything it needs to do objective and

this is important we're laying out the

goal of what we want Claude to do not

the output format yet but we're going to

list out everything we want completed as

soon as we upload a call transcript by

hitting add content to every single chat

thread so I've just completed my

objective here and at the end we're

actually going to copy and paste all of

this into the claw custom instructions

I'm just doing this in a Google doc just

so you ladies and gentlemen can see it

better and it's a little more zoomed in

that way my objective is very simple we

have all of these different steps in

here we need to fill out so that we

don't have to over analyze One Step so

for the objective I put your goal is to

analyze Zoom call transcripts from the

AI foundations community and provide

detailed insights based on your specific

output format you'll need to follow and

that specific output format is what

we're going to list down here this is

the automating part of the task so next

I can just move on to personality traits

and tone this is just more so for fun

you don't really have to think about

this one too much it's just how do you

want Claude to respond do you want

Claude to respond with complex verbiage

more simple straightforward talking

that's really what you're typing out

here so again we're just keeping it

simple and I put put respond with energy

using simple easy to understand verbiage

for communication style you can do this

if you want and style is a fun thing to

mess around with but it's not necessary

you don't need it in order to have a

good response I just provided that

option in there in case you wanted it in

a specific writing style if you wanted

it journalistic academic if you wanted

it in the style of a pirate you can

really choose your communication style

there but for now I'm just going to get

rid of this I just want it very very

simple so you can see the power of

Simplicity next we need output format

and this is going to be that special way

that we want Claud to respond each and

every time so now I'm just going to form

a template how do I want Claude to

Output its answer whenever I upload a

zoom transcript to the chat thread in

the projects folder that's what I'm

going to put and this is going to be a

fun stage where you can actually test

and revise certain things if you don't

like them it's really powerful how

easily you can automate certain things

so as you can see I just started off

with AI foundations and then I put topic

of and then I can maybe even put call

discussion here I can even put that

central point of call discussion and I

don't even have to put here because

we'll reference that in the special

formatting instructions so whenever I

want information to dynamically update

I'm always going to put those brackets

so here's what we have so far we now

have the AI foundations call with the

central point of call discussion and

then I always want a call summary

whenever I upload the transcript and in

Brackets here I just put one to two

sentence summary of the call and how it

went something very brief I just want to

get a briefing essentially on the call

and then I have another section here for

questions and answers I want direct

quotations from the call of questions

people had in the general answer or

conclusion to the question that they had

and we have three of those here so as

you can see I put question one answer

one question two answer two question

three answer three and if you're

wondering how will Claude know that you

want direct quotations well that's what

we're going to mention in the special

formatting instructions how is this

template going to be used when I a call

transcript we're going to get to that in

a second but I still want to add a few

things to my summary here so lastly what

I have here is a call grade I want

Claude whenever I upload that transcript

to give me a letter grade and a

percentage out of 100% on how well the

call went I'm going to mention that in

the special formatting instructions but

then beneath that call grade I have a

description of why you gave the grade

and percentage you did and now I have

this template that I wanted to follow

every single time as you can see I'm

kind of using emoji for bullet points I

really like that for breaking up certain

points of information but you don't have

to do that that's just something I like

to do now I can get into the special

formatting instructions here and this is

going to be fun because we're going to

be telling Claude how to actually use

this template that we've just created so

I recommend that you do the same and I'm

just going to get into it and I'll

explain it when I'm finished creating

these instructions so first I've just

put you already use the template

provided in the output format section

whenever you see brackets like this and

I put the brackets where I have

dynamically updated information you are

to fill out the labeled information

based on a call transcript that was

uploaded by the user so this stuff is

always going to be changing based on the

call transcript and now I can get into

the next part I can kind of start to

explain this template where I think

Claude might need some help for example

in the questions and answers section I

want to make sure that it's using direct

questions and then direct answers or

general summaries of what the consensus

was on how to find a solution to that

question so I'm going to tell that to

Claude because it can't read my mind and

it doesn't know that I want direct

quotations I'm just going to enter down

and write that in so I said in the

questions and answers section for the

question provide a direct quotation from

the call transcript of a question that

someone had so it can read everything

from the call transcript from these

two-hour conversations and find all the

questions and then I wanted to just give

three of the questions with an answer so

I want it to provide the direct

quotations what was the question asked

and after it does that I want it to

provide a General summary of how the

group helped with that question and the

end result this can be a quick sentence

or two I just want it to be very quick

okay what were the questions what were

three main questions of this call how

were they answered just to get a grade

almost and a summary of how did we do on

the call was there an answer to the

question did we end up solving that

person's problem these are the things

that I want to see here and next I just

need to go in to describe how to fill

out this call grade section because if

you remember I uploaded in Claude the AI

foundation's goals maybe I want to be

graded based on those goals that I've

uploaded for inclusivity and respect

continuous learning and growth open

communication and collaboration solving

real world problems and building an

Evergreen Community maybe those are the

five factors that I want to be graded on

so in my custom instructions I can have

it reference the AI foundation's goals

in order to provide me with that call

grade that letter grade and that

percentage out of 100 and also even the

description and we can have it reference

why did it gave me the grade that I did

based on my AI Foundation goals so I'm

just going to mention that just as I did

for the questions and answer section I

can say when filling out the call grade

section make sure to grade the call

based on the AI foundation's goals PDF

so I'm directly calling out that PDF

that I've uploaded as the AI

foundation's goals and I'm making sure

that I write it the exact same I am

saying use the AI foundations goals PDF

that I've uploaded in order to great

read this call I say I want to make sure

we accomplish all five points

effectively that are written for our

community standard and all those five

points are listed within the PDF 1 2 3

four and five I don't have to even say

what those points are in the custom

instructions because I'm referencing

internal knowledge I say look at each

point and analyze how we did then

provide a letter grade and percentage

after that in the description of why you

gave the grade you did provide direct

citations and quotations I can put that

from the call transcript to back up your

findings and the final grade so I don't

want it to only give me a grade but why

did you give me that grade are you

hallucinating on why you gave me this

are you just making something up for fun

no I want quotations for why you gave me

that grade that way I can look at this

and I can go okay we need to improve on

X Y and Z in the next call and now this

is pretty much ready to go what I can do

is I can copy all of this and then paste

it into my Cloud's custom instructions

my project over here I can hit set

custom instructions and paste it in and

now I can go through here and make sure

that it's formatted all good everything

looks pretty solid I'm going to enter

down right there and yeah everything is

looking great just going to make sure

everything is how I want it we have the

special formatting instructions in here

and as you can see this is why I like

doing it in Google Docs it's pretty

cramped up right here but I can just

save instructions now and now that I've

created this huge prompt back here right

in Claude with projects or in chat GPT

or in any llm without something like

gpts or projects you'd have to type out

this prompt every single time you'd have

to store it somewhere but now you can

just put it in the custom instructions

and the only thing you need to type in

here is the text file from the call

transcript at least in my case so for

example I could go to this Q&A here from

July 25th I could go to subtitles and

audio and then I could just download

those captions as I normally would and

those are going to be generated up here

here very quickly Vimeo does a nice job

and I can head back to my Claud project

go to my downloads because remember I've

just downloaded those captions and then

I can just drag them in here and I can

just attach that to the chat I don't

even need a prompt now that's how

awesome this is with custom instructions

it's completely automated all I have to

do is drag and drop in my text file and

there is 12,000 lines worth of text in

here has timestamps and every single

thing that you'll need from the call

transcript and all I have to do is send

that off and Claude is going to use my

custom instructions it's going to use my

internal knowledge and everything that

we've given it thus far and output this

in the specific output format that we

want and it did a pretty good job as you

can see we have my exact output format

template that I discussed we have ai

foundations Community discussion is the

uh description that it gave the call

which yeah it was just a basic Q&A just

a basic Community discussion call

summary this was an engaging Q&A call

covering a wide range of AI related

topics from open source models to

entrepreneurship the host Drake and

Carter were facilitated in an insightful

discussion with community members

showcasing AI capabilities and

discussing future plans for the group

this is true questions and answers

during that call somebody asked can you

help me create a python script to

calculate the factorial of a number and

then Claude says the host demonstrated

creating a simple factorial script using

AI showcasing how easily AI can assist

with coding tasks somebody in the

community also asked how is AI perceived

in Germany at the moment because we have

a lot of international members some from

Germany and then a member from Germany

actually shared that AI adoption is slow

but growing especially in professional

settings like software development so

very cool that it's taking these direct

quotations and direct questions what

inspired you guys to be entrepreneurs

somebody asked Carter and I in the call

what inspired us to start our business

and then we shared our entrepreneurial

Journey very good supportive parents yes

early exposure to self-improvement and

business Concepts very cool then we get

down to the call grade it gave me an A

minus on

92% said this successfully addressed all

five points of the AI foundation's

Community standard inclus ativity and

respect and then it gives what we did I

could also have this grade me on a

harder scale because I'm sure Claude

always tries being nice but if you want

that tough critic you can have it be a

very tough critic and again it doesn't

just have to stop there I could keep on

asking Cloud questions of course but now

we have this template and we can just

now copy this and use it for whatever we

need because we filled out that

information in the back end one time in

order to get this awesome result on the

front end if I go back to the project

then we can just add content and start

the process all over again with a

completely new call transcript so I hope

that this video has helped give you some

insight into how you can use claw in

order to automate certain tasks I hope

that it's helped broaden your view on

how to use internal knowledge and custom

instructions and how to use them

together as well if you have any

questions please leave me a comment

below I would be happy to try and get

back to you or somebody else from

YouTube might get back with you as well

now once again if you liked this video

and you like the teaching style and you

want to join our community where we have

these live calls and where we go over

everything you need to know about

artificial intelligence the AI news and

everything I will leave a link in the

top pin comment or the description below

to join our AI foundations Community all

right with that being said I hope you

enjoyed this video and I will see you in

the next one