bellapivo.com
Interactive Workshop

Build Your AI
Chief of Staff

Stop re-explaining your life to AI every day. Build a personal system that knows you, connects to your real apps, and actually gets things done — work, personal, all of it.

Part 1 Learn what a COS is  →  Part 2 Build yours together, step by step
Before We Start

Where are you at?

This changes what I show you. No wrong answer.

The Problem

AI right now is like hiring an assistant who gets amnesia every day

🔄

Re-explain your life
every conversation

Your COS loads a file that tells AI who you are, what you do, and how you work — every time.

🏝️

AI lives on an island.
Can't touch your real apps.

MCPs (plugins) connect your COS to Gmail, Calendar, Notion, health data. Real integrations.

🤖

Generic advice.
Not YOUR advice.

Memory files + custom rules = responses tailored to your actual life and priorities.

😅

You become the assistant
to the AI

Your COS builds tools, tracks context, and runs workflows. You direct, it executes.

Tap each card to see how COS fixes it

Key Concept

Not all Claude is the same

The #1 thing people don't realize — there are 3 ways to use Claude, and one is way more powerful.

What most people use

Claude.ai / ChatGPT

  • Chat in a browser
  • Forgets between sessions
  • Can't access your apps
  • Good for quick questions
💬 Chatbot
Better

Claude Desktop

  • App on your computer
  • Can connect to some tools
  • Limited memory
  • Better but still limited
📱 Assistant
Terminal 101

Terminal is just a text box for your computer

That's it. Instead of clicking icons, you type commands. Looks scary — isn't.

Terminal — your COS lives here
~cd MyCOS← go to your COS folder
~/MyCOSclaude← launch your Chief of Staff
╭──────────────────────────────────────╮
│ Welcome back! Loading your COS... │
│ Reading CLAUDE.md ✓ │
│ Loading memory ✓ │
╰──────────────────────────────────────╯
claude>/cos← type this INSIDE Claude to run your morning skill
☀️ Good morning! Here's your day...
How to open Terminal: Mac → Cmd+Space → type "Terminal" → Enter
Every day: Open Terminal → cd MyCOSclaude → then type /cos to start your day
Two steps: claude launches the engine. /cos runs your morning routine inside Claude. They're separate!
The Framework

4 building blocks — that's the whole system

1

CLAUDE.md

A text file that tells AI who you are, your rules, and how to help you

Your identity
2

Memory

Files that persist between sessions so AI picks up where you left off

Your context
3

Tools

Scripts AI builds for you to automate repetitive tasks

Your automation
4

MCPs

Plugins that connect AI to your real apps — calendar, email, Notion

Your integrations
✅ That's the learning part — done!
Next: we'll build your CLAUDE.md file together, then install everything, then customize your skills and connect your apps.
Building CLAUDE.md — Step 1 of 3

Tell it who you are

We're building your config file now. Fill in the fields — you can see it update live on the right. At the end you'll download it.

📄 CLAUDE.md — Live Preview
# Your AI Chief of Staff

## The Job
Help [your name] execute on what matters.

## About Me
[Fill in the fields on the left →]
Building CLAUDE.md — Step 2 of 3

Set your hard rules

Non-negotiable boundaries. Check what applies, add your own.

📄 CLAUDE.md — Live Preview
Loading...
Building CLAUDE.md — Step 3 of 3

Who matters most?

Last step for your file! List the people your AI should know about — family, partner, coworkers, friends.

📄 CLAUDE.md — Live Preview
Loading...
🎉
Your CLAUDE.md is built! Grab it now — you'll need it in a sec.
📄
CLAUDE.md Your personalized config file

Pick one ↑ — clipboard is easiest

🖥️ Now Open Your Terminal

Let's set everything up — step by step

⚡ Put this browser and Terminal side by side.
Mac: Cmd+Space → type "Terminal" → hit Enter. Copy each command below and paste it in. Don't skip ahead!
  1. You need a Claude account first

    Claude Code requires either a Claude Pro plan ($20/mo) or an Anthropic API key. Pro is simpler — fixed cost, generous limits, resets if you hit them.

    Sign up at claude.ai → Subscribe to Pro
  2. Install Claude Code

    Paste this into Terminal:

    npm install -g @anthropic-ai/claude-code

    Error about "npm"? Install Node.js first (LTS version).

  3. Create your COS folder & set up memory

    This creates a home for your AI with all the folders it needs.

    mkdir MyCOS && cd MyCOS && mkdir -p memory/conversations && touch memory/memory.md memory/context.txt && mkdir Tools
  4. Add your CLAUDE.md file

    If you copied to clipboard above:

    pbpaste > CLAUDE.md

    If you downloaded the file instead:

    mv ~/Downloads/CLAUDE.md .
  5. Launch it! 🚀
    claude

    Claude reads your CLAUDE.md automatically and greets you with context.

Your First Session

Here's what happens when you launch

If you just ran claude in the last step — you should see something like this. Try saying one of the suggestions below!

Terminal — ~/MyCOS
~/MyCOSclaude
Reading CLAUDE.md... ✓
Loading memory... ✓

Hey! I see this is our first session. I've read your
CLAUDE.md and I know who you are. What are you
working on today?

you>Help me build a morning startup routine

Great! Based on your CLAUDE.md, here's what I'd
suggest for your morning startup skill...

Great first things to say:

"Help me build a morning startup routine" "Create a /cos skill for my daily check-in" "Connect my Google Calendar" "What should I focus on today?"

⚡ Important: how a session actually works

You can talk to Claude all day. But when you close Terminal, it forgets what happened — unless you tell it to save.

1
Talk to it Ask questions, get help, work on tasks — as long as you want.
2
Before you leave, say: "Save what we did today to memory"
3
Tomorrow it remembers It reads your memory files and picks up where you left off.
💡 Pro tip: On the next slide, you can build a /checkout skill that does this automatically — logs your day, saves context, and previews tomorrow. No remembering required.
Building Skills — Personalize Your COS

What do you want your COS to do for you?

Skills are slash commands — type them and your COS runs a whole workflow. Pick the ones you want, customize them to fit your life, and we'll generate the prompt you paste into Terminal.

Pick the skills you want to build:

Connect Your Real Apps

Make your COS talk to your real tools

MCPs are plugins that connect Claude to your apps. You don't install them yourself — you ask Claude to do it while it's running in Terminal. Pick what you use, then copy the prompt to paste in.

⚠️ Claude Code must be running for this step.
If you haven't launched Claude yet, go back and finish setup first. MCPs connect through Claude — not through this page.

Pick what you want to connect:

⚠️ Errors are normal! You'll probably see some red text or error messages during setup. That's totally fine. Common ones:
  • "npm ERR!" — Usually means you need to install Node.js first. Download it here.
  • "permission denied" — Try adding sudo before the command (it'll ask for your computer password).
  • "authentication failed" — The browser login step didn't complete. Just try again.
  • Anything else? Just paste the error back to Claude and say "I got this error, can you help me fix it?" It'll walk you through it.
Pro tip: Start with just 1 integration. Get it working, play with it, then add more. No rush.
You did it 🎉

Your AI Chief of Staff is live

You built a system that knows you, connects to your real apps, and gets smarter every day. Here's what to do from here.

📁 Your folder:

MyCOS/
├── CLAUDE.md        ← identity
├── memory/
│   ├── memory.md    ← contacts, prefs
│   ├── context.txt  ← current state
│   └── conversations/
└── Tools/           ← scripts

🔁 Daily workflow:

1. Open Terminal
2. cd MyCOS
3. claude          ← starts the engine
4. /cos            ← runs your morning routine
5. talk, ask, work with it
6. /checkout       ← ends your day
7. Close Terminal

Week 1: Just talk to it daily. Let it learn you.

Week 2: Ask it to build your first tool.

Week 3: Add a new integration.

Month 2+: Watch it compound — it gets smarter every day.

Want help setting up? Have questions?

I'd love to hear from you — reach out anytime.

This project is 100% free — and always will be. If it saved you time or sparked something, a tip means the world.

Created by Bella Pivo · bellapivo.com · @bella.pivo