Onboard Your AI is a two-page Forum3 guide that shows how to onboard ChatGPT, Claude or Copilot so its answers stop being generic. It covers six habits: explaining the job before assigning the task, writing an aspiration list and an avoid list, letting the AI interview you, showing examples, correcting it in the moment, and saving what should repeat.
The guide includes three prompts to copy: one to build your working instructions, one to help the AI learn your voice, and one to find a useful place to start. It also explains where to look for memory, personal instructions and project context on each platform, and how to keep sensitive work intentional.
Readers finish being able to give their AI the context, examples and feedback it needs to work like a thoughtful new teammate.
In this AI Workshops session, Forum3 AI specialist Kait Smith shows how to onboard ChatGPT or Claude so it works your way. She covers six habits, including treating the AI like a new hire, correcting it in the moment, starting narrow, keeping instructions current, and defining done, and shows where custom instructions live in each platform.
Kait walks through a tone and voice loop that ends with saving the result as a reusable skill, recommends one owner for any shared skill, and demonstrates asking Claude to interview her about what she is working on. The Q&A covers workflows versus agents and the difference between chat, work and Codex.
Viewers leave with a plan to write their own instructions, run the tone and voice loop, and package what they learn into a skill.
Built for restaurants. Proven across consumer brands. No pitch deck, no pressure. Just a conversation about where you are and where AI can take your business.
