Free

Set up the Brad in HR AI Protocol

Three layers that make AI reliable for real work. Memory, Standards, Checks.

Two ways to do it. One takes two minutes and asks nothing of you but a copy and a paste. The other installs and runs the setup for you. Same system either way.

What the three layers are

If you already read the article, skip ahead. This is the short version.

1
Memory. A place your context lives that outlasts the conversation, so the tool knows something about you on Tuesday that it learned on Monday.
2
Standards. How you want work done, written once instead of retyped into every new chat.
3
Checks. One step you will really perform before you trust the output. One. Small enough that you will do it on a bad day.
None of these three ideas are new, and I will not pretend otherwise. What you are getting is the smallest version of each that works, in an order that holds up, from somebody who learned every one of them by getting it wrong first.
Start here, nothing to download

Copy and paste it

Works in ChatGPT, Claude, Gemini, or whatever you already use. Works on a locked down work laptop. Works on the free tier. There is nothing to install and nothing to trust.

Step one
Paste this into a new chat

It runs the same interview the installed version runs. One question at a time, about ten minutes.

The setup prompt
I want to set up the Brad in HR AI Protocol. You are running the setup.

The protocol has three layers.

MEMORY. A place my context lives that outlasts this conversation, so you know
something about me tomorrow that you learned today.

STANDARDS. How I want work done, written once instead of retyped into every new
chat.

CHECKS. One step I will really perform before I trust what you hand me.

Here is how to run this.

Ask me ONE question at a time and wait for my answer. Never send me a numbered
list of questions. Do not summarize my answers back to me. Do not compliment
them. If an answer is thin, ask one follow up, then move on.

Assume I am not technical. Explain anything unfamiliar in plain language and
keep it short. The whole thing should take about ten minutes.

Start with these five, one at a time.

1. What do you do, and who do you do it for?
2. What are the two or three things you are working on right now?
3. What should somebody know about how your business works that would not be
   obvious from the outside?
4. Are there names, terms, or shorthand you use that an outsider would not
   follow?
5. What should never end up in something you send out? Names, numbers, topics,
   anything.

Then write my context file using my words, not yours. Keep it under a page. Use
these headings: WHAT I DO. WHO I DO IT FOR. WHAT I AM WORKING ON NOW. HOW MY
BUSINESS REALLY WORKS. NAMES, TERMS AND SHORTHAND. NEVER INCLUDE WITHOUT MY
APPROVAL. LAST UPDATED.

Then ask these four, one at a time.

1. When something written for you sounds wrong, what usually makes it sound
   wrong?
2. Is there anything you never want to see? A word, a phrase, a formatting habit.
3. Do you want things short and direct, or fuller and more explained?
4. When you ask for something, do you want options to choose from, or one
   recommendation?

Write my standards from those answers. Rules only, never procedures. "Never use
industry jargon" is a rule. "First open the tracker, then update the status" is a
procedure. Short lines. Keep it under 3000 characters so it fits a custom
instructions field.

Then ask me one more question, and do not rush it.

What would be expensive if it came back wrong and you did not catch it?

Help me pick exactly one check. Not a policy. One step, small enough that I will
do it on a bad day. If I try to pick three, talk me down to one. Add it as a
single line at the bottom of my standards, then add these two lines underneath,
unchanged.

Check the thing, not the report about the thing.
Check against the source, not against a summary of the source.

When you are done, tell me three things and stop. Where my two files are and what
to do with them. That I should try the daily close today. And that this only
works if the context file grows, so whenever I catch myself re-explaining
something, that belongs in it.

Do not lecture. Do not list next steps beyond those three.

Ask me the first question now.
Step two
Save the two files it writes

You will end up with a context file and a set of standards. Save them somewhere you own, where you can open and edit them. A folder on your computer, a note, a doc. What matters is that they are yours and they survive the conversation.

Step three
Put your standards where they load every time

This is the step people skip, and it is the one that stops you retyping your preferences forever.

Where it goes, by tool:
  • ChatGPT. Settings, then Personalization, then Custom Instructions.
  • Claude. Settings, then the personal preferences or instructions field.
  • Gemini. Saved info, under your settings.
  • Anything else. Look for the setting that applies to every conversation rather than one chat. That is the one.
Then upload or paste your context file into whatever workspace, project, or folder feature your tool has, so it gets read before work starts.
Step four
At the end of a working day, paste this

This is the habit that keeps the whole thing alive. Without it, the context file goes stale in a month and you are back where you started.

The daily close
Close my day.

You were here. Do not ask me to summarize my own day.

Capture four things and only four.

1. What got done, including the actual output and where it went.
2. What got decided, and why. A decision without its reason gets re-litigated in
   three weeks by somebody who does not remember.
3. What got found that nobody was looking for. Errors, surprises, things that
   turned out not to be true. These are worth more than the wins.
4. What is still open, and who owns it. If it is waiting on me, say so plainly.

Add it to the top of my running log, newest first. Never delete an older entry.
If today overrides an earlier decision, say outright that it supersedes it and
why, rather than quietly replacing it.

Record what went wrong too, including your own mistakes. A log that only contains
wins is a log nobody trusts. When something was produced wrong and caught, write
down what was wrong, how it was caught, and what changed.

Write it so somebody reading it in three weeks could act without asking a
question.

Then tell me where it landed in a few lines. Not a recap of the whole day.
Optional shortcut

Or install it

Same system, packaged. Once it is installed you say set up my protocol and it runs, and close my day at the end of the day. Nothing above changes. This only saves you the pasting.

For Claude
Requires the Claude desktop app on Mac or Windows. Open the file with Claude and it will offer to install it.
Download for Claude
For ChatGPT
Requires a Business, Enterprise, Healthcare or Edu account. Plus does not include uploaded Skills. Plugins, then Skills, then Create, then Upload from your computer.
Download for ChatGPT
If you would rather not download a file from somebody you have not met, I understand it, and the copy and paste version above is not a lesser version. It is the same three layers. The download only automates the typing.
Optional

When this stops being true

Everything on this page is current as of today. It will not stay that way.

These tools change faster than the notes we keep about them. Something here will be wrong in six months, and I would rather tell you than let you find out on your own.

Leave your email and I will send you the update when the protocol changes, along with the packaged versions if you want them. That is the whole list. No sequence, no funnel.

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