How I Turned Claude Into My Personal Assistant (Beginner Guide)
694 segments
You're not going to lose your job to AI.
You're going to lose your job to
somebody who uses AI.
>> I am sat here as a CEO with 1,000 AI
agents.
>> What [music] jobs are going to be made
redundant?
>> All of them.
>> And so, you have to engage AI as quickly
as possible. There's no question about
that. Most people
>> they are using AI the completely wrong
way. They're chatting with it, maybe
asking some questions, but then when
they then close down the window, the
memory is lost. And they have to start
over the next time they open up Claude.
They are missing one crucial thing. They
simply don't know how to make AI do
stuff for them. And it makes sense
because all over YouTube there's a bunch
of these technical guys. And it makes it
very scary to jump in. But don't worry,
in this video we will fix that. And no,
you don't have to be technical. I'll be
showing you the one Claude setup that
literally 10x my productivity. And it
literally takes like 10 minutes to set
up. If you don't know me, my name is
Albert, and I started by No Banned
Technical. I didn't even go to
university, but somehow I still managed
to build two million-dollar businesses,
and I consulted multi-billion-dollar
companies on AI at the age of 23. And to
that, I give credit to Claude, ChatGPT,
the tools that I learned how to use. I
don't think that would have been
possible without AI. And now I'm making
AI education completely for [music] free
for everyone. So, if you're not already,
make sure to subscribe. After watching
this video, you will never have to check
your email or your calendar ever again.
And later in this video, I'm literally
saving you for a $3,000 personal
assistant. Let's not waste any more
time. Let's get into it.
Most people on YouTube say that you
should either start inside of the
regular Claude chat, or maybe they're
feeling rowdy and they say, "Well, you
should start inside of Claude Code in
order to get a little taste of what
Claude Code is." But that's not how we
do it around here. We're going to jump
straight to Claude code, and don't
worry, it's really not that hard to
learn as a non-technical. So, let me
show you how to set up your personal
assistant in just 10 minutes. The
software we are in right now is the
Claude desktop app. So, if you haven't
already, make sure to just search for
Claude desktop app
and click the first link, and then
install the right version to your
computer. When it's installed and when
you've logged into your Claude account,
then you're going to be on this screen
right here. And then we're ready to
start. And in this video, we're not
going to overcomplicate things. I'll
show you the fastest way to transform
Claude into your own personal employee.
And Claude has actually already made it
quite easy for us. All we have to do is
just click in the bottom left corner, go
to settings, then go to connect us.
And in top right corner, we can click
add. And here we have the option to
either add a custom connector or a
pre-built connector. We're going to
start with the pre-built ones cuz
there's already in there a bunch that we
can connect to. This will show the
directory of the connectors. And the
connectors are also called MCPs, a bit
more technical word. But again, you
don't need to remember that. So, what
does our personal assistant need? Well,
it needs to integrate with the tools
that we are already using. Well, the
first thing I want my assistant to be
able to take care of is my email. So,
I'm going to search for the Gmail
connector. We're going to use this one
right here. If you're using something
like Outlook, then you can also connect
with Microsoft 365. But for now, we're
going to use the Gmail connector. We're
going to click on it. In the top right
corner, we're going to click connect.
And this will open up a new window where
we can connect our Google account. So,
I'm just going to click continue. And
there you go. Now you can see it says
it's connected. We can click open Claude
again. Now you can see in the top right
corner that we are connected
>> [music]
>> to Gmail. So, let's do this with the
other tools that we use as well. We're
going to go back into settings, back
into connectors, and then browse through
here and connect all of the tools that
we use on a daily basis. I will, for
example, search for Google Calendar and
connect this one as well. And I'm also
going to connect it with ClickUp.
ClickUp is where I manage my team's
communications and also track projects.
So, I'm going to click connect there as
well. It's going to open up my ClickUp
and then I can connect that, too.
Click connect workspace. Click open
Cloud. And there we go. ClickUp has now
also been connected. So, what I want you
to do now is to go in and connect all of
the tools that you use. The more tools,
the better because the more work we can
actually automate with Cloud. And I'll
show you how to do that in just a
second. After you've installed all of
the connectors, I'd recommend that you
give your Cloud desktop app just a quick
restart just to make sure that
everything is loaded. And now let's
actually try these connectors. And this
is what everyone on YouTube skips
because we're going to go directly into
Cloud code. And the way we do that is
that we need to create a folder first.
So, I'm going to create a new folder and
I'm going to call this Cloud projects.
So, just a folder on your desktop.
Now, click on this project and create a
new folder.
And let's call this personal
assistant like this.
So, now we have a folder on our desktop
and a folder inside of that folder
that's called personal assistant.
Because inside of the Cloud desktop app,
we can now go in and we can choose where
do we want to run it? And I would highly
recommend that you run it locally on
your computer. So, on this folder icon
right here where it says YouTube skills,
change that and click open folder.
And then go to the desktop and choose
the folder inside of Cloud projects,
inside of personal assistant that we
just created. There we go. Now, we have
a completely blank folder that we can
work within. And now we can try our
personal assistant. I can ask it,
"Hey Cloud, what appointments do I have
in my calendar today?"
The tool that I'm using right here is
called Glider. It's the most secure and
fastest [clears throat] dictation tool
that I have found. I've left a link
right below this video if you guys want
to check it out. It's also my affiliate
links, so it gives some kickback. But,
uh yeah, best tool dictation tool so
far. Look at how fast it is.
It's faster than Whisper Flow.
Specifically made for talking to AI. And
you can also try it out completely for
free. Again, link in the description.
Claude now has access and can see all of
the events inside of my calendar. That
is really cool. Because we connected our
Gmail, I can also say, "Can you please
check my Gmail for what emails I
received today?"
And now, once again, you can see it says
using Gmail, the connector that we
integrated. And now it's going to check
for our emails. And this is just like
the most basic stuff that you can do.
Later, I'll show you how you can have
Claude listening on your meetings.
Later, I'll show you how Claude can get
your clients by setting up cold email
campaigns. I'll show you how Claude can
listen in on your sales meetings and
give you sales advice. The possibilities
with this, when you learn it and
understand it, are literally endless.
And there we have it. We can see the
emails that I received the last couple
of hours. Now, you're already on another
level. You can get Claude to actually
look through your tools and things that
you're using on a daily basis. But, this
is where most people stop. We want to
get Claude to actually do stuff for us.
And we can also do that. We just need to
prompt it the right way. I can send an
email to my business partner. I can say,
"Hey Claude, can you send an email to
oliver@shiny.ai
and ask him if he has time for a meeting
later today at 5:00 p.m.?"
And Claude, because we connected it with
Gmail, cannot only read our emails, but
also send emails and and respond to
emails on our behalf. And there you go.
You can see it drafts the email. So, now
we would just go in, double-check it,
and then send it. And later in this
video, I'll also show you how you can
create a workflow for yourself where
every morning you just say, "Hey Claude,
respond to all our emails." And boom,
boom, boom, boom, you have drafts to all
the emails that you need to reply to.
Literally saving you hours every single
week. In order to get the best results
with that, we need to do something very
specific, but I'll show you later in
this video. A question you might have is
that, well, we have a bunch of already
existing connectors inside of the Claude
app that we can just connect to
directly,
but what if you want to add something
that doesn't exist inside of here
already? Let me show you how [music] to
do that. In order to basically be able
to connect our Claude assistant to
anything, you need to learn this next
part. Because what do we do when the app
that we're using
is not inside of this discovery page?
So, what do we do with them? Well, let
me show you. If you want to connect
something like Higgsfield, you can go to
higgsfield.ai. You can click on MCP and
CLI, and then we just need to connect
this custom connector right here. We can
click copy. We then need to go back into
Claude, close down this connectors tab,
click add, and click add custom
connector. Because this basically allows
us to connect any service that we want.
So, I'm going to write Higgsfield,
and the remote MCP server URL is going
to be this one right here that we just
got from Higgsfield's website.
>> [music]
>> And then we can click add, and there we
go. Checking connections. And then I'll
recommend instead of you having to give
approval every single time it runs
something, you can just click always
allow, just like this, on all these
categories, just like this. And then we
can close out of it. And there we go.
Now we've connected a custom MCP. We'll
be using that later in this video when I
show you some insane things that we can
do with our personal Claude assistant.
You do not want to miss this next part,
because if you do, then your Claude
assistant is going to make a bunch of
bunch of mistakes, and you're going to
have to tell it the same thing a bunch
of times.
We don't want to do that. Instead, we're
going to create custom Claude skills,
and I'll show you how to do that as a
non-technical in just a second. But this
basically allows us to give instructions
that Claude can run again and again and
again in order to do a good job every
single time. And in order to To we need
to use my Claude skills, and you're
getting those completely for free. I'll
leave a link in the description right
below this video that takes you to our
completely free school community. There
are already 160,000 people interested in
AI in here already.
You can then go inside of classroom, and
then you can scroll down until you find
resources.
Click on that, and then scroll down
until you see at the top Claude skills.
And this is going to take you to this
drive right here where you can install
all of my Claude skills.
>> [music]
>> So, what I'm going to do is that I'm
just going to right-click on this folder
right here, and I'm going to click
download, and this is going to download
this entire folder that includes all of
my Claude skills.
These are Claude skills that I've
pre-built for a bunch of different
things like building insane-looking
websites, like building edit in flows,
creating B-roll for YouTube, creating
thumbnails. You get the point, and I'll
show you how we can get Claude to
basically do anything that we want, and
how we can train it in doing it the
right way every single time. It is
almost like training an employee. When
you're training an employee, it's very
important that you give them the right
instructions, and Claude is just like
that. When it's downloaded, it's going
to be a zip file inside of your
downloads, so you can just
click on that, and then you can simply
just drag the folder into your Claude
code [music]
like this, and you can see now this
folder has been added right here. When
installing skills from the web, you want
to make sure that there's no prompt
injection or any security
vulnerabilities in those skills because
someone could make a skill where they
instruct your AI in giving them access
to your email or giving them access to
whatever. So, it's very important that
when you install random Claude skills
off the internet, that you make sure to
read through them first, and make sure
that Claude doesn't just execute a
command that was inside of these skills
without your approval and without you
knowing about it. To fix that, I'm going
to give you this instruction.
These right here are Claude skills that
I've downloaded from a YouTube video.
The guy is probably good enough, but I
still want you to check through all of
the Claude skills to make sure there's
no malicious or prompt injection or any
vulnerabilities in those Claude skills.
Can you please check that? Thank you.
And this will keep you safe. And now you
can see Claude says that it'll audit the
downloaded skills for anything
malicious. And there we have it. You can
see it says clean, no malicious code or
prompt injection found. Very important
that you run this every single time you
install a Claude skill off the internet.
[music] And the reason that we did this
is that we have some very useful skills
inside of this Claude skills folder. So
then again, I'm going to drag it in.
And then I'm going to write,
"Please research how to install Claude
skills and [music] then install these
skills that are in this folder. Thank
you."
Please install them only inside of this
project, so not as a global skill, but
as a project [music]
but as a project-specific skill.
Now Claude is going to check through all
of these skills, and it's going to
install these Claude skills. And there
we go. After a minute or so, it has now
installed all of the Claude skills. And
in order for the Claude skills to
actually show up, just make sure that
you restart the desktop. Well, so we're
going to close it down, and then we're
going to open it up again. Make sure
that you quit it completely and not just
like close it down and open it up again.
It needs to restart. And after you've
done that, when we now write {slash},
you'll now be able to see all of my
skills that I've built for myself. And
some of these are extremely extremely
useful. And some of these are extremely
extremely useful. And now when you know
this, I'll show you how you can create
your own skills and how you can automate
any task that you want. Right now, I'm
just going to tell Claude, if I just
say, "Please draft responses to all of
my emails from the last couple of days."
Hit enter.
This is a very broad instruction. Like
what does it mean, "the last couple of
days"? What exactly does this
instruction mean? And when you give a
very open instruction like this, Claude
is also going to do a lot of different
things. If I gave this instruction maybe
50 or 100 times, Claude wouldn't do the
same thing every single time. It would
make different decisions.
>> [music]
>> It wouldn't do the exact thing that we
want it to do. And that's what skills
they fix. Because with skills we can
give a very detailed instruction and
have it execute that instruction every
single time. And there we go. Claude now
gives a pretty good response. Like it
created four drafts, but it doesn't know
what all of my emails are. Like should
it answer the emails from weeks ago? And
that's because we haven't given it clear
instructions. Or what if you wanted
Claude to both check our email and our
calendar and our ClickUp? How do we do
that? Well, that's when we create
skills. So, I'm going to click new
session and I'm going to use the skill
that's called create skill
and hit tab. Because this skill right
here is a skill that instructs Claude on
how to generate high-quality skills
[music] for basically anything that we
want. So, I can now say
please create a high-quality skill that
tells Claude how to one, check my emails
and draft replies for every email that
needs a human response from the past
couple of days.
>> [music]
>> It should also check if there's anything
that I've missed.
Two, it should check my it should check
my calendar for today
>> [music]
>> and let me know about any events that
are upcoming. And three, I also want it
to check my ClickUp inside of Albert's
space [music] inside of that board and
let me know about what things that I
should be working on today.
Then it should provide this in a clean
HTML file that I can take a look at
every morning.
When I run the skill.
Now we hit enter.
It's now going to create a high-quality
Claude skill that does all of this. And
there we go. Now, we have this skill
right here, {slash} morning brief. And
you can see it will not work if I write
{slash} morning brief now because we
haven't restarted Claude [music] yet.
Remember to close it all the way down or
this will not work.
And then we can write {slash} morning
brief. And then we can hit enter [music]
and we can run this command every single
morning in order to get up to date,
something that a personal assistant
would usually do. Now, you can see it
says, "I'm running the morning brief."
And there we go. It is now complete. And
you can see it created this HTML file.
And instantly what I see is that it
accepted a cold email. Someone sent me a
cold email. And Claude said that we are
happy to do a 10-minute call. So, what's
important to know is that when you
create a skill the first time, there's
probably some things that you haven't
thought about. Instructions that you
want to give Claude in order to do it
the right way every single time. If my
personal assistant said yes [music] to a
cold email like this, I'll probably tell
him that we probably don't want to
answer cold emails
just because we get so many. What I'm
going to do now is that I can just
update the skill.
I can say
I can see that you right now accepted a
cold email from Join Secret. I want you
to instead of accepting that, say no
thank you. I default we are usually not
interested. I'll then later go in and
change the draft if I find the thing
that we're sending actually interesting.
I want you to change that in our draft
now, but I also want you to change it
inside of the skill that we used, so
this doesn't happen ever again.
Hit enter. And now we can just with our
words update the skills as we go. So, if
there's something we don't like, we can
keep iterating on it until we get the
perfect skill. And now you can see it
says, "I'll fix the draft and update the
skill." So, that is how you can create
your own skills, automate your own
tasks, and then reiterate on it until it
is perfect for you. And the crazy thing
is that with this skill alone, you can
basically build anything that you want.
But, the biggest problem beginners run
into in AI is actually not, "Well, how
do I build it?" Because it is pretty
easy to build stuff now with AI. You can
figure that out. The harder part is,
"What should I actually spend my time
building?" Let me show you some insane
things that I've built out, and stick
around because I'm giving the Claude
skills. These are things like how you
can have Claude to coach you on your
sales calls, or things like how you can
have Claude get you clients for your
business and create cold email
campaigns. I'll show you those things
now.
>> [music]
>> First thing is, how can we have Claude
listen to our sales calls and coach us
on how we did? Well, if you go into the
connectors tab again,
click add, and then click browse
connectors, and then search for Fathom.
Then you want to install this connector
right here. Fathom is specially an AI
app that can listen on your calls, on
your Zoom meetings, or your Google
Meets. So, I've already installed this,
but make sure that you connect this to
your Fathom account. And when you've
done that, I can literally ask Claude,
"What was my last call about? Please
check Fathom." And because Claude has
access to this MCP, it's now able to
check the transcript of any sales call
that I have ever done. And you can see
the latest call I was on was a tech
call, and now I can see it's giving a
full summary of all that was talked
about on this call. What can you use
this for? There's two There are two main
things that I think is so valuable about
this. The first thing is, if you're on a
call with a customer and you're talking
about deliverables for a service, you
can have Claude listen and gather all of
that context. And if you're building
websites, or if you're building things
with Claude as well, Claude can build
out the project directly from the
context in the call. That way no context
is lost. And the second way is that on
sales calls, or this right here was a
consulting call, I can now say this.
This right here was a consulting call
with this client. [music]
I want you to rate how good I am at
consulting, what I should improve on,
what already works, and give a quick
brief of things that I should improve to
my next consulting call.
Hit enter. And now because Claude has
the entire transcript, because Claude
knows exactly what this call was about,
who said what, Claude can coach me so I
can get better. And there we go. Claude
now can say exactly what went well, what
I should improve on, and I can now ask
follow-up questions to Claude if there's
something that I don't understand that
it said.
What an interesting use case. But that's
not all. Let's say I want my Claude
assistant to be able to create cold
email campaigns as well. Well, you have
already installed a skill for that. To
send my cold emails, I'm using a
platform that's called instantly.ai. You
can find a link right below this [music]
video as well. Also gives a bit of
kickback, just an affiliate link. And
they also have an MCP.
If I go inside of settings,
and then inside of integrations,
and then inside of API keys, then I can
click create API key, call it Claude,
and I'm going to allow it to do
absolutely everything, and click create.
This gives us an API key right here. In
order to use the MCP, what we need to do
next is that we need to open up this
docs. I'm going to leave a link in the
description. We're going to copy this
MCP URL, just paste it in where you can
edit this, delete where it says your API
key,
>> [music]
>> and then instead we're going to install
and instead we're going to insert this
API key right here. Copy this entire
thing. You know how it works now. Go
inside of settings, connect this, click
add, and this is again a custom
connector.
Call it Instantly.
Paste it in like this, and click add.
And there we [music] go. Instantly is
now connected. Because what this allows
us to do is that I can now write {slash}
Instantly campaign, this one right here.
>> [music]
>> And then I can write, "Please create a
cold email campaign for Rufus in Texas."
>> [music]
>> And I can now just hit enter, and now
it's going to take this skill right here
for creating cold email campaigns, and
it's going to build out a full cold
email campaign for us. This is what I
mean when I say that you can basically
take any skill, give that to Claude,
which you know how to do now, and then
you can automate anything that you want.
So, what are we selling? Let's say we
are selling speed-to-lead [music]
follow-up. What are we giving them?
Let's give a lost revenue calculator.
And now it's going to build out this
cold email campaign for us from start to
finish. It shows all of the copy, which
looks good, so I can just say, "Yes,
looks good. Please add it to the
campaign."
And now it's going to build out this
campaign for us. And there we go. We now
have a campaign, Rufus Texas
speed-to-lead. When I click on this, you
can see it's a brand new campaign, and
inside of sequences, it has generated
the entire campaign for us. Absolutely
insane. I hope you see how the
possibilities are literally endless when
you know how to create a simple Claude
skill like this, and turn Claude into
someone that actually does things for
[music] you, which was my entire goal
with this video. But, if you want to
become better than 99% of people, then
make sure to check out our community. I
am active inside of here every single
day. [music]
Right here, we have modules on
absolutely everything it takes if you
want to build a business with AI. It
teaches you all the tools, it teaches
you how to land your first client,
[music] and the best thing is we have
the 30-day challenge going on right now.
And when you finish these 30 days and
stay consistent, then you actually get a
full refund. So, if you are consistent,
then you can join, test everything out
completely for free when you get your
refund. If you want to know how this
works, then watch this video. I'll leave
a link right below this video as well.
[music] Thank you guys so much for
watching. If you found it valuable, then
make sure to subscribe. And YouTube
thinks that this video is going to be
interesting for you to watch next. As
always, have a wonderful rest of the
day.
Al boat out.
Ask follow-up questions or revisit key timestamps.
This video provides a comprehensive guide on how to transform the Claude desktop application into a powerful personal assistant by utilizing MCP (Model Context Protocol) connectors and custom skills. By integrating tools like Gmail, Google Calendar, ClickUp, Fathom, and Instantly.ai, users can automate repetitive tasks, manage calendars, draft emails, and even get coached on sales calls. The video demonstrates how non-technical users can set up these connectors and use custom skills to create highly specialized workflows, ultimately boosting productivity and automating business operations.
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