Written July 2026. Menus move, so if a button isn't exactly where I say it is, look nearby. The idea doesn't change.
Most people open Claude, type a question, get something fine but generic, and never touch the settings again. That's why it feels like every other chatbot. The five things below take about an hour combined, and they're the difference between a chatbot and something that actually knows how you work.
1. Work in the desktop app
This is the one almost everyone skips, and it's the biggest. The browser version is fine, but the desktop app can reach the files and folders already on your computer. Drop a file into a chat instead of copying and pasting the contents in by hand.
Go to claude.com/download, install it, and sign in with the account you already use. Two minutes, and free. From now on, do your work in the app.
2. Write your profile instructions
Click your initials in the bottom left, go to Settings, and find the field asking what Claude should consider in every response. This one loads before anything else, in every single chat, so it's worth getting right.
Copy this, fill it in, paste it. Delete anything that doesn't apply to you rather than leaving it blank.
WHO I AM
I'm [name]. I [what you actually do, in one sentence].
HOW I WANT YOU TO WORK
Push back when I'm wrong instead of agreeing by default.
Ask me one question before you write anything long, don't guess.
Give me the work itself, not a description of it.
WHAT NOT TO DO
No em dashes. No emoji.
Never use these words: [your own banned list].
Don't [the pattern that annoys you most].Aim for 150 to 400 words. Longer isn't better, since all of it gets read before your actual question does.
3. Pick the right model for the job
Click the model name at the top of your chat and you'll see a short list. Most people never touch this, and it changes how good your answers are.
Opus 5 is the powerhouse. Save it for your hardest, highest-stakes work: strategy, deep analysis, anything where a wrong answer actually costs you.
Sonnet 5 is the everyday default. It's what most of your work should run on.
Haiku 4.5 is the speed pick. Quick lookups, reformatting, short answers you need right now.
Fable 5, if you see it, is the newest. Reach for it when you want the best on something big.
The names will change again in a few months. The rule won't: heaviest model for the hard stuff, lightest for the quick stuff.
4. Connect the tools where your work already lives
Gmail, Drive, Calendar, Notion, whatever you actually live in. Connectors let Claude work on your real files and threads instead of you copying and pasting into a chat box, and it's usually where the biggest time savings show up.
In the app, open the sidebar, click Customize, then Connectors, then the plus sign. Pick one, sign in through that app's own login screen, and you're done. Repeat for the two or three tools you actually use every day.
You stay in control. Claude signs in through the app itself, never sees your password, and asks before it does anything. It can draft an email. It can't send one. You still do that yourself. Skip anything tied to money or client data until you're comfortable, and you can disconnect any tool in one click.
5. Create a project, and work inside it
A project is a folder for one part of your life or work: your clients, your content, your job search, whatever the areas actually are. Keeping them separate is what keeps this organized. Mix your client work and your personal notes into one running chat history and everything gets slightly worse, because it's all pulling in context it doesn't need.
In the sidebar, click Projects, then New project. Name it for the area, not the tool, "client work" rather than "writing help." Add a few files you'd hand a new assistant, drop in the instructions, and start every conversation about that area inside the project from now on.
Turn on memory while you're in there. Settings, then Memory, then generate memory from your chats. Each project keeps its own memory separate from the rest, so your client work and your grocery list don't end up in the same bucket.
Starting every conversation inside the project is the step people skip, and then wonder why nothing improved. For the full walkthrough, including a fill-in template for the instructions, see Set Up Claude So It Already Knows You.
None of this replaces asking clearly once you're in there. These five settings get you a Claude that already knows you. What you say next is still on you.
Once these five are done, Part 2 covers where to click to make it actually build things: skills, published tools, and one running on a schedule.