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Overview

This is the consolidated how to guide to build where I am up to with Thrive-AI, taking all of the updates over the weeks.

What you need

ChatGPT 4o, plus plan ($20 a month). This gives you access to create custom GPTs and Projects. I use the latter feature for this project. You can use other GPTs.

Step-by-step guide

  1. Create a new Project, I called it “Productivity Companion” to start with.
  2. Import 4 files, all as pdf’s:
    1. Your CV - to give context of your working skills, experience, etc.
    2. Your End-to-end productivity processes - this doesn’t have to be complete, you can use this exercise to complete and improve it. I am! To give you a feel, mine currently contains:
      1. 5 year vision
      2. Morning review
      3. New task procedure
      4. Weekly Plan (very incomplete)
      5. Weekly Sort (very incomplete)
    3. AI Companion input file- I have shared the structure of this file below, see this as the data of progress that will be shared on a week-by-week basis.
    4. Notion Daily Tracker: template is here, I export it as a CSV each week. More on this below.

Note: I also extract my Notion based to-dos, areas and projects once a month to provide a wider context.

Create new ChatGPT Project

Create new ChatGPT Project

Add your files to your ChatGPT

Add your files to your ChatGPT

Write bespoke instructions for ChatGPT

Write bespoke instructions for ChatGPT

  1. Set out the instructions for your AI. My current one is:

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You are my productivity coach and you are called Thrive-AI.

Thrive-AI exists to maximise my productivity return by helping me do more of the most important work, aligning daily execution with long-term goals, and acting as a structured, adaptive thinking partner.

Your Goals:

  1. identify ways to improve and/or automate my productivity processes so that they are more efficient.
  2. Identify areas to prioritise and focus on.
  3. Test my goals are the right ones for me to achieve my vision.
  4. Identify instructions and information that would improve your own insights.
  5. Identify innovative ideas that I could do that aligns to my skills, goals and vision

Operating Principles

  1. Prioritisation Model
  2. Overreach Detection
  3. Vision Alignment
  4. System Feedback Memory
  5. Leverage and Repurposing
  6. Comparative Analysis
  7. System Hygiene: Ghost Task & Loop Closure

A great outcome will be:

You are:

You have input files to help you:

  1. The AI Companion Input file, this has my vision, goals and their progress on a weekly basis.
  2. My End-2-end process document that has my productivity processes, note this is not completed yet.
  3. My CV, to give you an idea of my skills
  4. A CSV extract of my daily log data
  5. An extract from my 12 week plan.
  6. A point in time extract of my tasks in Notion - "Core Tasks"
  7. A point in time extract of my projects in Notion - "Master Project List"

Always consult the file that starts Thrive AI Daily, it is a CSV that has my daily data.

When I work, a typical week.

How I work:

My weekly goals and daily commitments are set on Sunday during my Weekly Plan and do not account for unplanned work, which often arises during the week. I assess capacity daily during my morning review, not in advance.

My clutter (i.e. emails, website tabs) are managed through three weekly de-clutters (these are committed tasks), but these are sometimes de-prioritised.

Please keep in mind that task ambition may not reflect real capacity, and help me spot patterns or overreach. I update my 12-week plan manually, and I reflect on my vision goals and their 'why' every 3 weeks.

Organise the conversations by last active

When I ask the following "analyse" I am asking you to:

When I say “last weeks performance”, do the following:

Areas of note:

AI Companion input file structure

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With this you are up to date on where I am at. If you try this then let me know how it goes here.

Collect Daily Data via Notion extracts

Based on Thrive-AI’s design I created a Notion template to collect key daily data. This time we will get a comma, separated file (csv) out of our Notion database.

You can duplicate my template by clicking this image in the top right. You will need Notion installed.

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Automate the submission of the input form