

Ruby Advisory: Build Your Own AI Chief of Staff
Build Your Own Chief of Staff with Claude!
A FREE hands-on workshop with Ruby Advisory
Email, meetings, and follow-ups take time away from the work you want to focus on. In this 90 min workshop, founders, operators, agency owners, and small-business leaders will build a personal AI Chief of Staff around their actual work. No coding experience required.
What you’ll build
We’ll start with a Claude Project that captures your role, priorities, key people, and where to find reliable information. Then we’ll build and test reusable routines:
A daily briefing: Bring together your calendar, current priorities, unanswered questions, and follow-ups so you can see what needs attention.
Inbox priorities: Find unanswered email and Slack threads from a time window you choose, including a 14-day follow-up review. Rank them by your priorities, with links back to the conversations.
Drafts in your voice: Use examples of your writing to teach Claude your tone and preferences, then prepare replies for you to review, edit, and send.
Meeting preparation: Pull together relevant conversations, notes, commitments, and questions before a meeting.
A routine of your own: Build and test one task around your work, such as an industry research brief using sources you trust.
What to bring
Bring a laptop with a Claude account installed and 5 to 10 relevant business documents you’re allowed to use with AI, such as a company overview, project notes, writing samples, or past proposals. You’ll work with approved connected sources or uploaded examples.
Workshop details
Oct 7 | 90 Minutes | In person | FREE
Register to see the address. Attendance is limited so we can work with participants directly. Please note that this event has been rescheduled from September 30 to October 7.
About Ruby Advisory
Ruby Advisory builds AI systems around the work your team already does and teaches you how to run them. You’ll practice using your setup, checking its answers, and adjusting it as your work changes..
You choose what Claude can access. During the workshop, Claude prepares and drafts; you review decisions and anything that gets sent.