3Phase 3 · The System
Module 7 · Personal Coach (Pro)
Claude Pro · Setup Lesson

Build the Coach: Context

Lesson 7.2 5 screens · the setup

Knowledge is what your Coach knows about you. Get this right and the rest of the Cowork Project falls into place.

A Cowork Project has two halves. Knowledge is the files Claude reads in every chat: the truth your Coach references about you. Custom instructions (next lesson) is how you want Claude to behave.

You're going to load four staple files. The temptation is to dump everything you've ever written. Don't. A Coach with 200 context files is confused. More isn't always better.

Cowork Projects 101: where this Coach fits in the bigger system

Cowork Projects keep showing up in this course because they're the "set it up once, use it forever" structure that makes the rest of the system work. By the end of the course you'll have three Cowork Projects, each playing a different role:

  • Personal Academic Coach: the one you're building right now. Studying, papers, planning, weekly rituals. Highest-frequency Cowork Project of the three.
  • Applications Cowork Project: built around the Application Profile from Lesson 6.2. Used during college / internship / scholarship season.
  • Personal Cowork Project: built in the Capstone (Module 10). Budgets, side projects, life logistics. Lower-stakes, separate context.

One Coach, all five (or however many) classes. One Applications Cowork Project, all your applications. One Personal Cowork Project for everything else. That's the pattern. We're starting with the Coach because it's the one you'll use the most.

The four staple context files

  • 1 · Voice Profile: the doc you built in Lesson 4.4. How you actually write, what to do, what not to do.
  • 2 · Your Personal AI Policy: the Honest Work Code translated into your standing rules. Built in this lesson.
  • 3 · How I Actually Learn: captures how you absorb material, when you focus best, what subjects you're strong/weak in, what kind of pushback works on you. Built in this lesson via interview.
  • 4 · Active Syllabi: the syllabus PDF for every class you're currently taking.

What this lesson actually produces

A Cowork Project named "Personal Academic Coach:[your name]" with all four context files loaded. Custom instructions are still empty: that's the next lesson. Don't run any chats inside the Cowork Project yet. The instructions in 7.3 change how the knowledge gets used.

Step 1: Create the Cowork Project.

Open Claude on the desktop or web app. Mobile setup is the same but smaller: desktop is easier for the file upload step.

Create the Cowork Project: click-by-click

  • 1 · Click "Projects" in the left sidebar of the Claude Desktop app. If you don't see it, you're either on free Claude or you collapsed the sidebar.
  • 2 · Click "New Project." Or "+ Project" depending on your version of the UI.
  • 3 · Name it: Personal Academic Coach:[your first name]. Use your real name.
  • 4 · Description (optional): "My standing assistant for studying, papers, and weekly planning. Knowledge: voice profile, AI policy, How I Learn, current syllabi. Updated end of each semester."
  • 5 · Click Create. Don't add knowledge or instructions yet.

Don't make four Cowork Projects

Common new-Pro mistake: making one Cowork Project per class. It feels organized; it isn't. Your Coach needs to see your whole life: when you ask "what should I work on tonight," it has to know all five classes. One Coach, all syllabi loaded. Lesson 7.4 covers the rare exception.

Step 2: Upload Files 1 & 2: Voice Profile + Personal AI Policy.

Voice Profile already exists (Lesson 4.4). Personal AI Policy is new. Build it on this screen and upload both at once.

Your Personal AI Policy template (save as AI-Policy.md)
PERSONAL AI POLICY:[your name] Last updated: [today's date] This is my standing policy for what AI assistance I will and won't accept on my own work. It's based on the Honest Work Code from this course and is binding on every chat in this Project. RULE 1:LEARN WITH IT, NOT INSTEAD OF IT - AI explains, quizzes, and pushes back. AI does not read for me, write finished graded work for me, or summarize a chapter so I can skip it. - For studying: I use AI to find my gaps, not to fill them silently. - For writing: I draft my own thinking, in my own voice. AI helps me brainstorm before, edit after. RULE 2:MY WORK SURVIVES SCRUTINY - I keep a process trail when I use AI on a graded assignment (Lesson 4.5 method). - I can defend any paragraph in my work as my thinking, in my voice (Hallway Test from Lesson 4.1). - For application work, every line passes the Dinner Table Test (Lesson 6.1). RULE 3:RESPECT THE RULES OF THE ROOM - Each professor's policy beats my general policy. When I name a class, the policy I documented for that class wins. - My documented per-class rules are at the bottom of this file. - If a professor's policy is unclear and I haven't asked them yet, I default to LESS AI use than I think I can get away with. WHAT I'VE EXPLICITLY DECIDED IS OK: - AI quiz generation from my own notes - AI explanation of textbook concepts I'm stuck on - AI brainstorm and outline help on writing assignments - AI line-edit feedback on prose I wrote - [add anything else you've explicitly decided is in your green zone] WHAT I'VE EXPLICITLY DECIDED IS OFF-LIMITS FOR ME: - AI writing finished graded prose I would submit - AI doing the assigned reading instead of me - [add anything else you've drawn a personal line on: even if your school technically allows it] PER-CLASS RULES (update each semester): - [Class 1, e.g., "Bio 101:Hayden"]: [policy as you understand it] - [Class 2]: [policy] - [add one line per current class] INSTRUCTION TO CLAUDE: When I ask you to do something that would violate this policy, refuse and tell me which rule it would break. Then offer the closest version of what I asked that stays inside the policy. Don't lecture me: one sentence is enough.

Upload both files now

  • 1. Save your Voice Profile as Voice-Profile.md (or .docx, .txt).
  • 2. Save your AI Policy as AI-Policy.md.
  • 3. In your Coach Cowork Project, click "Add context" (or paperclip / + icon).
  • 4. Upload both files.
  • 5. If you don't have a Voice Profile yet: pause this lesson, run Lesson 4.4, come back.

Step 3: Build File 3: How I Actually Learn (the interview).

Brand-new doc. The asset that makes your Coach actually coach. Open a fresh chat outside your Cowork Project (plain chat for the interview). Voice mode is great here: Lesson 1.3's payoff.

The "How I Actually Learn" interview (paste in fresh chat outside the Cowork Project)
I'm building my Personal Academic Coach Project and need a "How I Actually Learn" document that captures how I absorb material, when I focus best, and how I want to be coached. I need you to interview me. Here's how this should go: PHASE 1:INTAKE Ask me one section at a time. Don't move on until I've answered. If my answer is generic ("I learn by doing"), push back with a specific follow-up ("Doing what? Walk me through the last time studying actually clicked for you"). The 6 sections, in order: 1. WHEN I FOCUS BEST - What time of day do I actually do my best studying: not when I think I should, when I actually do? - How long can I focus before my brain melts? (15 minutes? 90 minutes?) - What context do I need (silence? music? coffee shop? library?)? - What time of day should I avoid trying to learn anything new? 2. HOW I ABSORB MATERIAL - Do I learn better by reading, listening, talking it out, doing problems, or watching a worked example? - Do I need a big-picture overview before details, or do I prefer to dive into details and let the picture emerge? - When I get stuck on a concept, what's actually worked in the past: re-reading, asking a person, working a problem, walking away and coming back? 3. SUBJECTS: STRONG vs. WEAK - What subjects come naturally to me? - What subjects I have to fight for every grade? - What subjects do I actively avoid even when I shouldn't? 4. MY KNOWN BAD HABITS - What's my most reliable form of procrastination? (TikTok? Reorganizing my desk? "Research" that's actually browsing?) - Do I tend to all-night, cram, or pace myself? - Do I usually start papers too late, on time, or early? - What's my reaction when I'm overwhelmed: shut down, doom-scroll, panic-work, or ask for help? 5. HOW I WANT TO BE COACHED - Do I want a Coach that's blunt, gentle, dry, or hype? - When I'm slacking, do I want it to call me out or back off? - When I'm overwhelmed, do I want it to simplify or to hype me up? - Do I want to be quizzed without warning, or only when I ask? 6. THE THINGS A COACH SHOULD KNOW UP FRONT - Anything chronic about my schedule (sport, job, caregiving, commute) that means "study for 2 hours" sometimes isn't real? - Anything I'm working on personally (sleep, anxiety, focus) that I want a Coach to be careful about? - Anything I want my Coach to NEVER do? (For example: "never tell me I'm lazy," "never recommend an all-nighter," "never compare me to other students.") PHASE 2:DRAFT Once you have all 6 sections, compile them into a single document called "How I Actually Learn:[my name]." Format with clear headers. Don't add anything I didn't say. If a section came out thin, leave it thin and flag it with [ADD MORE LATER] so I can come back to it. PHASE 3:REVIEW After the draft, ask me 3 follow-ups where you can see something is missing or contradictory. I'll answer; you'll integrate. Important rules for you: - DO NOT make up details about how I learn that I didn't tell you. - DO push for specifics ("you said you focus best in the morning: what time, exactly?"). - DO flag when my answer contradicts an earlier answer ("you said you can focus 90 minutes, but earlier you said 25:which is true?"). - DO keep it under 800 words total. We want compact, not exhaustive. Ready when I am: start with PHASE 1, section 1.

After the interview: save and upload

  • 1. When Claude finishes the final draft, copy it.
  • 2. Save as How-I-Learn.md (or .docx).
  • 3. Upload to your Coach Cowork Project's context.
  • 4. Close the interview chat. The asset is the doc, not the conversation.

Step 4: Upload your active syllabi (and what NOT to upload).

Syllabi: what to upload

  • The official syllabus PDF for each class you're currently taking.
  • If a class has a separate "schedule" or "course calendar" PDF, upload that too.
  • Rename them on upload: e.g., Bio101-Syllabus-Hayden-S26.pdf, not Document (3).pdf.
  • Don't upload textbooks, lecture slides, or recordings as Cowork Project context. Lesson 3.2 covers the right pattern: upload slides into a single chat for that day's session, not into the whole Cowork Project.

What does NOT belong in your Coach's knowledge

  • Classmates' work. Their notes, drafts, homework. Not your material to upload (callback to Lesson 1.2's file-upload red-list).
  • Anything covered by FERPA you didn't generate. Other students' grades, names, IDs.
  • Highly sensitive personal stuff. Mental health records, medical info, financial aid letters, family conflict notes: the dorm-door rule from Lesson 1.4 still applies. Coach is for academic coaching; sensitive personal stuff goes elsewhere.
  • Login credentials, anything you'd freak out if it leaked.

Knowledge is the truth your Coach references: keep it true

Honest Work Code · Rule 2: your work survives scrutiny. Every workflow assumes the Coach's knowledge is faithful: Voice Profile is actually your voice, AI Policy is actually what you've decided, How I Learn is actually how you learn, syllabi are this semester's. If any is inflated, outdated, or someone else's, every chat downstream quietly drifts. Audit the four files now: is each one true, current, and yours? Fix it before you ever run a chat in this Cowork Project.

Coming next: 7.3: Custom Instructions

Knowledge tells your Coach what's true about you. Custom instructions tell it how to behave. Next: the 6 standing orders that turn a folder of files into an actual coach.

Continue to Lesson 7.3 →