AI Installation Workshop

Your Second Brain, installed.

Everything you need to set up the two engines you built in the workshop: your Second Brain, and an AI that thinks like you. Grab the tools, follow along, and watch it get built.

Get your tools

You only need a handful of apps. Install these first and you're ready for everything that follows. You don't need to be technical, and you don't need all of them on day one. Start with the first one.

C
Start here

Claude Code

Your command center: the AI that reads your files, builds your second brain, and does the real work. Both engines get installed right here.

Download Claude
G
Everyday thinking

ChatGPT

A second AI to think out loud with, draft quick things, and run fast research. Good to keep next to Claude so you always have a second opinion.

Download ChatGPT
X
Backup builder

Codex

OpenAI's version of Claude Code. Your second brain is built to work in both, so if one tool is ever down or stuck, you can hand the same job to the other and keep moving.

Get Codex
W
Talk, don't type

Wispr Flow

Dictate instead of typing: speak your ideas, notes and prompts and they appear as clean text. The fastest way to feed your brain without sitting at a keyboard.

Get Wispr Flow
O
Read your brain

Obsidian

A clean window into your second brain. Your files are simple notes, and Obsidian turns them into a connected, searchable web you can browse any time.

Download Obsidian
H
Advanced, optional

Hermes

An always-on helper that runs jobs for you in the background, even when your laptop is closed. This one is more advanced. It runs best on a cheap cloud server (a VPS) or a spare computer you can leave on, and pairing it with ChatGPT keeps the running costs down. You don't need it to start, and we can set it up together later.

See Hermes

Two things to set up

Once your tools are installed, get these ready and you're good to go.

1

A fresh, dedicated folder

Make one new empty folder for your brain, named something like my-second-brain. Put it in your home folder, not inside Documents or Desktop, because those often sync to iCloud or OneDrive and that quietly fights with your files. One important note: the Claude you want here is the desktop app's Code tab, not the chat website. Here's the click-by-click.

On a Mac
  1. Open Finder. In the top menu click Go, then Home (or press Shift, Command, and H together).
  2. Right-click an empty space and choose New Folder.
  3. Name it my-second-brain and press Return.
  4. Keep it right here in Home, not inside Documents or Desktop.
  5. Open the Claude desktop app, go to the Code tab, and choose this new folder as your project.
On Windows
  1. Open File Explorer and click This PC, then your user folder (C:\Users\your-name).
  2. Click New then Folder at the top.
  3. Name it my-second-brain and press Enter.
  4. Keep it right here, not inside Documents or Desktop (OneDrive often syncs those).
  5. Open the Claude desktop app, go to the Code tab, and choose this new folder as your project.
2

The two files below

Download them from this page. You'll hand them to Claude one at a time. It reads the file, asks you a few questions, and builds everything while you watch.

Three engines, built in order

Each one layers on the last. Today you install the first two. The third is coming.

Stage 1

Strategy Engine

Your Second Brain: a clean, organised home your AI thinks from every time you work together.

Ready to install
Stage 2

Self Engine

Who you are, on file. Your memory, preferences, goals and voice, so the AI sounds like you and works the way you would.

Ready to install
Stage 3

Systems Engine

Your AI Implementers: a team of specialists that do the work on top of your brain and your Self Engine.

Coming soon
Stage 3 · Coming soon
Systems
The specific roles and agents that do the work for you
Stage 2
Self
Who you are: your memory, preferences, goals and voice
Stage 1 · The foundation
Strategy
Your second brain: one organised home for everything
Everything you feed in lands here
Voice notes Web articles YouTube PDFs Meeting notes Ideas Email

Strategy is the home for everything you feed in. Self teaches it who you are. Systems puts it all to work. The more you feed the base, the smarter the whole thing gets.

Stage 1 · Install first

Strategy Engine: Build Your Second Brain

A simple six-folder home for your notes, projects and life, shaped around your real work. Build it once, benefit forever. This is the home base everything else plugs into.

First, what is PARA?

PARA is a simple way to organise everything you keep, created by productivity expert Tiago Forte. Instead of a hundred random folders you can never find anything in, everything lives in just a few, sorted by how you actually use it. Your second brain uses six top folders, and every new thing has one obvious home.

00. SystemThe rules and settings that quietly run your brain.
01. InboxWhere everything lands first, before it gets sorted.
02. ProjectsThings with a finish line, like a launch or a trip.
03. AreasParts of life you tend to forever, like health or money.
04. ResourcesReference material and anything worth keeping around.
05. ArchiveFinished or paused things you no longer need in sight.

Why it works: when anything new shows up, there's only ever one sensible place for it. That's what keeps your brain easy to live in for years, instead of becoming another messy drive you avoid.

1. Open Claude Code inside your fresh, empty folder.
2. Drop in this file and say: read this file and set up my second brain
3. Answer the five short questions, then say go and it builds while you watch.
Download Engine 1

Saves as 1-Strategy-Engine-Setup.md

Stage 2 · Install second

Self Engine: Teach Your AI Who You Are

Fifteen questions that capture who you are: your memory, preferences, goals and voice. They get turned into a Self Engine the AI reads whenever it helps you, so it sounds like you and works the way you would. It saves as you go, so you can stop any time and say "continue" later. There's an optional last step to feed in your real history, which you can also do another time.

1. Make sure your Second Brain is built first (Engine 1 above).
2. In the same folder, drop in this file and say: read this file and build my Self Engine
3. Take the questions at your pace. There's an optional step at the end to feed it your real history.
Download Engine 2

Saves as 2-Self-Engine-Setup.md

Order matters: install the Strategy Engine first, then the Self Engine. Your Self Engine lives inside the brain you build in Stage 1, so Engine 2 needs Engine 1 already in place.

Your second brain is a living thing

It isn't something you build once and forget. The more you feed it, the smarter it gets about you and your work. Here's the simple loop that keeps it alive.

1

Add to your inbox

Anything worth keeping goes into one place. Open Claude in your folder, hand it whatever you've got, and say the line below. A voice note from Wispr Flow, a link, a half-formed idea, a meeting summary, a screenshot. No need to sort anything yourself. Capturing is the only job.

help me add to my inbox
Voice memosWeb linksMeeting notesRandom ideasPDFs & screenshotsThings to remember
2

Sort your inbox, once a day

One line reads each item, decides where it belongs, and files it across your brain. A messy pile becomes a sorted brain in one move. You can run it by hand any time with the line below, but the whole point is that you shouldn't have to remember. Set it once and let your computer run it for you every day.

sort my inbox
Set it to run on its own, every day

You don't set this up by hand. Open Claude in your folder, paste the prompt below, and it builds the daily schedule for you: it works out your computer, creates the task, points it at your brain, and runs it once to check it works. Change the time if you like.

Set up a reliable scheduled task that runs my "sort my inbox" routine inside this second brain folder every day at 9am. Work out my operating system first. Find the full path to my AI command (run "which claude" on Mac or "Get-Command claude" on Windows, or the codex equivalent if I use Codex) and use that absolute path in the task, because schedulers don't share my normal PATH. Run it non-interactively and fully on its own so it never waits for permission: for Claude use "claude -p" with "--dangerously-skip-permissions", for Codex use "codex exec --sandbox workspace-write --ask-for-approval never". Always wrap folder paths in quotes, since my folder names have spaces and dots. Set it to still run as soon as possible if my laptop was asleep at the scheduled time. Then test it the real way: trigger the task through the scheduler itself, not just by running the command here, and confirm a fresh log file appeared in "01. Inbox/agent-drops/". Only tell me it's done once you've seen that log.

That's the whole setup. One paste, and your brain tidies itself every day, hands-free, as long as your computer is on at that time.

3

Review your week, once a week

Once a week, your brain looks back on its own. It reads everything new, pulls out the patterns and lessons, and writes them up as short wiki articles: clean, titled pages you can search and re-read any time. This is how a pile of raw notes slowly turns into your own library of insight. Same idea as the daily sort, just scheduled weekly instead.

review my week
Set it to run on its own, every week

Same deal, one paste. Pick a quiet slot like a Friday wind-down or a Sunday reset, drop this into Claude in your folder, and it sets up the weekly schedule for you.

Set up a reliable scheduled task that runs my "review my week" routine inside this second brain folder every week on Friday at 5pm. Work out my operating system first. Find the full path to my AI command (run "which claude" on Mac or "Get-Command claude" on Windows, or the codex equivalent if I use Codex) and use that absolute path in the task, because schedulers don't share my normal PATH. Run it non-interactively and fully on its own so it never waits for permission: for Claude use "claude -p" with "--dangerously-skip-permissions", for Codex use "codex exec --sandbox workspace-write --ask-for-approval never". Always wrap folder paths in quotes, since my folder names have spaces and dots. Set it to still run as soon as possible if my laptop was asleep at the scheduled time. Then test it the real way: trigger the task through the scheduler itself, not just by running the command here, and confirm a fresh log file appeared in "01. Inbox/agent-drops/". Only tell me it's done once you've seen that log.

Over a few months this becomes the most valuable part of your brain: your thinking, captured in your own words, with no effort from you.

Your simple rhythm
AnytimeAdd to your inbox
Daily (auto)Sort your inbox
Weekly (auto)Review your week
Your first 10 minutes

Don't overthink the first day. Open Claude in your folder, say help me add to my inbox, and throw in a few easy things just to feel it work:

  • A voice note about what's on your mind this week.
  • A link or article you've been meaning to read.
  • One goal you want to hit this month.

Then say sort my inbox and watch it find a home for each one. That's the whole thing working, start to finish.

It all stays yours. Your brain lives in a normal folder on your own computer. Nothing here is locked in a tool you can't leave. Once the daily and weekly tasks are set, they run on their own whenever your computer is on, so your brain quietly tidies and grows while you get on with life. The one limit: your laptop has to be awake at that time. If you want it running around the clock, even with your laptop closed, that's what Hermes and the Systems Engine are for. To check it's working, open 01. Inbox/agent-drops any time and look for the latest sort or review log. If a run ever gets missed, just say sort my inbox or review my week by hand. These runs use your AI plan the same way a normal chat does, so the gentle daily and weekly pace here keeps that easy on your usage.

What people actually use it for

What to feed your second brain

Your brain gets smarter the more of your real history it holds. Old chats, notes, documents, the way you actually talk and decide. This is optional and you can do it any time, but even one or two good sources make a real difference. Here's how to pull each one out, step by step.

GPTYour ChatGPT history+

Usually the richest source: months of how you actually think and write.

  1. Click your profile icon, then Settings.
  2. Open Data Controls, and under Export Data click Export.
  3. Confirm. You'll get an email with a download link (it can take up to a day).
  4. Download the zip and unzip it. The file that matters is conversations.json.
  5. Drop the whole folder into your 01. Inbox.

The email link expires after 24 hours, so download it when it lands. Business and Enterprise accounts can't export.

Official ChatGPT export guide

ClYour Claude history+

Everything you've worked through with Claude, in your own words.

  1. Click your initials in the lower-left, then Settings.
  2. Open the Privacy section and click Export data.
  3. Confirm. You'll get an email with a download link, usually quickly.
  4. Download it and drop the export into your 01. Inbox.

Run this from the web app or the desktop app, not your phone. The link expires after 24 hours.

Official Claude export guide

WAYour WhatsApp chats+

Do the chats that hold the most: clients, your team, and your own notes-to-self chat. WhatsApp exports one chat at a time, from your phone.

  1. iPhone: open the chat, tap the name at the top, scroll down, tap Export Chat, then choose Without Media.
  2. Android: open the chat, tap the three dots, tap More then Export chat, then choose Without Media.
  3. Send the file to yourself (email, Files, or Drive) so the .txt lands on your computer.
  4. Drop it into your 01. Inbox.

There's no whole-account export and no way to do this from WhatsApp Web, so it's one chat at a time on the phone.

Official WhatsApp export guide

TGYour Telegram chats+

Telegram can export everything at once, but only from the desktop app.

  1. Open Telegram Desktop, click the menu, then Settings.
  2. Go to Advanced, then Export Telegram Data.
  3. Tick what you want, choose HTML to read it yourself or JSON for the AI, pick a folder, then Export.
  4. It saves straight to your computer, so move the folder into your 01. Inbox.

The phone app can't do a full export, so use Telegram Desktop for this one.

Official Telegram export guide

ANYour Apple Notes+

Apple Notes has no built-in way to export a lot of notes at once, so use a free Mac app called Exporter (by Chintan Ghate).

  1. Install Exporter from the Mac App Store (link below).
  2. Open it, choose Markdown, and pick a destination folder.
  3. Export. You get a folder of notes sorted by notebook.
  4. Drop that folder into your 01. Inbox.

Mac only, and your notes need to be synced to that Mac first.

Get Exporter on the Mac App Store

DocYour business documents+

Your offers, frameworks, sales pages, SOPs, proposals, anything that holds your thinking. These are gold, because they're already in your voice and full of decisions you've made.

  1. Gather the files you'd want the AI to know: PDF, Word, markdown, text, even slide exports.
  2. No export needed. Just drop them into your 01. Inbox.

Don’t overthink it: a handful of your best documents teaches the AI more than a hundred random ones.

FBYour Facebook content+

Your posts are the useful part here: years of how you show up in public.

  1. Go to facebook.com/dyi, or open Settings, then Accounts Center, then Your information and permissions.
  2. Click Download your information, then Download or transfer information.
  3. Pick what you want, choose HTML so it's easy to read, and start the request.
  4. Facebook emails you when it's ready (minutes to a couple of days). Download it within 4 days, unzip, and drop it into your 01. Inbox.

Facebook and Instagram now share the same Accounts Center, so the steps look almost identical.

Official Facebook download guide

IGYour Instagram content+

Your posts, captions, and reels, in one download.

  1. Open Settings and activity, then tap Accounts Center at the top.
  2. Tap Your information and permissions, then Download your information.
  3. Choose your profile, pick what you want, choose HTML, and request it.
  4. Download the file when the email arrives (within 4 days), unzip, and drop it into your 01. Inbox.

You can also start it at instagram.com/download/request.

Official Instagram download guide

TTYour TikTok content+

Your videos and captions, with links back to the originals.

  1. Open Settings and privacy, tap Account, then Download your data.
  2. On the Request data tab, choose JSON (it includes everything, including links to your videos), then tap Request data.
  3. When it's ready, go to the Download data tab and download it.
  4. Drop the file into your 01. Inbox.

Pick JSON over TXT. TXT only gives you part of your data.

Official TikTok data guide

@Your emails+

For Gmail, use Google Takeout to pull your mail into a file.

  1. Go to takeout.google.com.
  2. Click Deselect all, then tick only Mail.
  3. Choose to get a download link by email, set the file type to zip, then Create export.
  4. Download it when the email arrives (the link lasts 7 days), unzip, and drop it into your 01. Inbox.

Big mailboxes split into a few files and can take a while. Other providers like Outlook have their own export, but Takeout is the Gmail route.

Official Google Takeout guide

Once anything is sitting in your 01. Inbox, open Claude in your folder and say add this to my brain. It pulls out what's useful, files it in the right places, and refreshes your Self Engine so it sounds even more like you. Start with one or two sources that hold the most of your thinking. You don't need them all, and you can keep adding more whenever you like.
Stage 3 · Coming soon

Systems Engine: Your AI Implementers

Once your brain and Self Engine are in, the last engine puts them to work: a team of AI Implementers that draft, build, sell and organise on top of everything you've installed, each one reading your brain and your Self Engine before it acts. We install these together in the next workshop.

Content Creator Asset Architect Sales Creator Business Strategist Operator Finance Life Coach

A few prompts worth keeping

These are the lines that make Claude work harder for you. Keep them somewhere handy and paste them when the moment calls for it.

When it hits a wall

Most people stop the second the AI says something can’t be done. Don’t be one of them. Push it to find the way through.

Solve this for me. Do whatever it takes to get to what I asked for. I don't want to hear problems, I want your solution.

Make it use what it already knows

Before it starts, get it grounded in you and your work so the result actually fits.

Before you start, read my second brain for anything relevant, and ask me any clarifying questions that would help you give me a better result.

For anything big, put a team on it

When a job is large, one helper is slow. Tell it to split the work and run several at once.

This is a big one. Create sub-agents to handle the parts in parallel, so it's done thoroughly and fast.

Make it check its own work

A second set of eyes catches what the first draft missed, even when those eyes are also the AI.

Now create a sub-agent to QA everything you just produced. Have it check for errors, gaps, and anything that doesn't match what I asked, then fix what it finds.

Keep long chats fast

When a chat gets long and slow, clear the clutter and keep only what matters.

Compact this conversation so we keep only what matters and the chat stays fast.

Stuck on any step?

Nothing in this setup is one-way. If something doesn't feel right or a word sounds technical, just ask Claude a question, because that's what it's there for. You can always fix or change it together.