Set up your AI coworker persona in five minutes

John reads persona notes in your workspace before every task. You do not need a novel. You need clear defaults.

The five-line template

Copy this into your persona settings and edit in plain language:

• Role: Who John is for you (chief of staff, EA, ops lead, listing coordinator).
• Tone: Short and direct, warm with clients, formal with investors, etc.
• Priorities: What always comes first (revenue threads, hiring, active deals).
• Never do without asking: Send external email, book meetings, change CRM stage.
• Weekly rhythm: Morning brief time, Friday pipeline review, etc.

Example

Role: Executive assistant for a solo consultant. Tone: friendly, no jargon, max three short paragraphs per reply. Priorities: retainer clients before prospects. Never send without my OK. Weekly rhythm: brief at 8am weekdays.

Why it matters

Without a persona, every draft sounds like a template. With one, John stops asking how formal to be and starts shipping work that matches how you already operate.

Next step: Write five lines, save, then delegate one real thread and correct the draft once. John keeps the correction for next time.