Set Up Your First AI Workspace

Find the best task in your business for an AI workspace project. Get the project instructions, folder structure, and a 30-day plan to test it properly.

I run a [DESCRIBE YOUR BUSINESS — e.g. 20-person logistics company in Birmingham]. I want to set up an AI workspace (such as Claude co-work or ChatGPT Projects) to help with a real task in my business, but I am not sure where to start.

Here are the tasks my team handles regularly that involve documents, data, or repetitive decisions:
1. [e.g. "Writing proposals for new clients based on a standard template"]
2. [e.g. "Producing a weekly sales summary from exported spreadsheet data"]
3. [e.g. "Drafting onboarding documents for new starters"]
4. [e.g. "Comparing supplier quotes against our standard criteria"]
5. [Add more as needed]

For each task, assess:
- How well suited is it to an AI workspace? (Strong fit / Partial fit / Poor fit)
- Why? One sentence.

Then for the BEST candidate, give me everything I need to set it up:

1. PROJECT INSTRUCTIONS — Write the instructions I would paste into the AI workspace so it understands the task, the tone, the format, and any rules it should follow. Make these specific to my business, not generic.

2. FOLDER CONTENTS — List exactly which files and documents I should put in the project folder. For each one, explain what it is and why the AI needs it. If I do not have a particular document yet, tell me what to create and what it should contain.

3. FIRST TASK — Write the exact message I should send to the AI to kick off the first piece of work. Make it specific enough that I can copy, paste, and get a useful result straight away.

4. 30-DAY TEST PLAN — Give me a simple weekly plan for testing this over a month:
   - Week 1: What to try and what to watch for
   - Week 2: What to adjust based on results
   - Week 3: Where to push it further
   - Week 4: How to decide whether to keep it, expand it, or stop

Keep the language plain. No jargon. Write for someone who has never used an AI workspace before.