AI Foundations · free starter
Prepare a clear brief for your executive’s day.
Start with the sample dashboard and guides, then organise the priorities you’re allowed to share. Prepare a brief you can check before your executive’s day begins.
Free AI starter kit
The starter is free. Building your own dashboard and scheduled brief needs a paid Claude plan and the Claude desktop app; connections need setup.
I ran Studio Moku and founded Design Match before Switchboards. This starter comes from the AI setup I use to keep track of my own business.
Danielle Thompson, founder of Switchboards
You keep a senior person’s day running. Most of your own day goes on reading, sorting and chasing before anyone else is at their desk.
Set up in the free starter
Now:
You’re in early, combing the overnight email and today’s diary so your executive knows what matters before the first meeting.
With AI:
Use permitted updates to prepare a brief with meetings, decisions and open actions. Check it against the diary before sharing it with your executive.
Set up in the free starter
Now:
Friday afternoon goes on working out what next week holds: clashes, deadlines and the board pack nobody has started.
With AI:
Use the weekly review guide with current priorities and deadlines to prepare a look-ahead, like an AI weekly business review.
Next, not included
Now:
Before a board meeting, you pull old threads, attendee background and open actions into one document by hand.
With AI:
Later, use permitted threads and meeting details to draft a prep pack. Gathering live information requires compatible access; check the pack before sharing.
Next, not included
Now:
Half the inbox needs a short reply in your executive’s tone, and the leadership minutes are still in your notebook.
With AI:
Routine replies and minutes with actions are drafted the way your executive writes, and nothing goes out until you’ve read it.
Start with the sample and guides. Your own dashboard and connected brief need additional setup.
Visualize
Brief Claude on permitted priorities and working preferences, then use the guide to adapt the sample dashboard with the information you provide.
Automate
Prepare a brief with your personal AI assistant. Scheduling needs paid Claude Desktop and compatible, approved inbox and calendar access; check the brief before sharing.
Optimize
Use the weekly review to check what slipped and choose one improvement. Refresh the dashboard with current information before planning the following week.
When the office wants more, see the jobs I hand to Claude in my own business. You start with AI Foundations, which is free.
No. It’s AI Foundations, a free 20-minute starter for anyone running a business, or someone else’s day. When your whole office wants one way of working, Training for teams is the live next step.
Use only material and access your company permits. The starter uses Claude Desktop; confirm it is approved and that the required connections are available before adding confidential information.
Yes. I’ve taught AI workshops at Deloitte and PepsiCo, and I run a private half day in person in Singapore and Australia, or online, where your team builds one shared workflow and a written AI use policy.
The sample opens without an account. Your own dashboard and scheduled brief need a paid Claude plan and the Claude desktop app, plus approved access for connections.
Explore the sample tonight, then use permitted information to prepare and check a brief. Connected scheduling takes additional setup.
The starter is free; your own setup needs paid Claude Desktop. Signup also includes Switchboards emails.