# Ch 7: Onboarding interview (Context)
Creator: Nate Herk (@nateherk)
Transcript of Nate Herk's 2h33m 'Build your own AI operating system' course, split into its chapters. All content and credit: Nate Herk (@nateherk), https://x.com/nateherk/status/2101656269056610682. Transcribed locally with faster-whisper; names may be misheard.

[0:28:30] So context, references, connections. And as you add more folders and files on the left-hand side, you're gonna just wanna make sure that your clause item defile is getting updated as well. So the cloud actually understands where things live. So there's more information in the claw.md file. I'm not gonna read it all right now. And this is another one of those files that evolves every day. My claw.md file in my project has probably been updated two times a day for the past multiple months, because I keep adding new things or I keep taking things away. So none of this is set in stone. Don't stress yourself out. As you learn more, your project is going to grow and learn more too. And then what else we have down here are just a few other Markdown files that are important. You know, we've got some connections here that are gonna get filled out. We've got some expansions that can help you figure out, okay, once you finish Nate's tutorial that you're watching right now, what do you do from here? How do you make this better? So those are just some other files that are in here and I don't wanna read all of them out, but hopefully that little overview gave you at least a bit more comfort of what you're looking at. So now let's actually go ahead and get onboarded. So I'm just gonna say in natural language, all right, I just cloned this repo, I wanna set up my AI operating system. My name is Nate. Can you help me get onboarded into this project? And if you say anything like that, it should understand to invoke that onboard skill. And the cool thing about Claude Code is you can basically see what it's doing. So it said, okay, I'm gonna read the project's onboarding doc to see how I can set you up. And we can see that it's reading things. You know, we can see the exact files that it's actually reading. And then it says, okay, welcome Nate. The repo comes with an onboard skill

[0:30:00] that does exactly this. It's a seven question interview that scaffolds your day one file set. Since the skill was just cloned, let me read it. and then I'll walk you through it. So this is where it starts that onboard questionnaire. The first question is who are you, what do you sell, and who do you sell it to? So keep in mind, because I'm just doing this as a demo for you guys, my answers are gonna be pretty short. They're gonna be kind of vague. But for you, I would really spend some time here and give it context. You know, obviously it's not the end of the world because you can continuously iterate, but I would definitely spend some time here and give it more than just a couple sentences. Give it a few paragraphs. And what makes it even easier is if you use a voice dictation tool. So the one I use is linked in the description, it's called Glido. You might see that right here, I'm actually using WhisperFlow, but I have fully switched over to Glido and I am an official member of the Glido team now. I just believe in that product much more. It's faster, it's private, it's way more agentic. So if you guys are looking for a voice tool and you wanna support, then definitely check out Glido. Windows support is coming very soon. All right, so my name is Nate. I run a AI automation YouTube channel. I've got a free community and a paid community and we're working on building out some other different types of programs. And our offer is basically just we're teaching people how to learn AI automation, regardless of their background. We're helping them figure out how they can get a career, or we're helping them figure out how they can get clients. And that is pretty much the type of person that we're currently appealing to. Okay, so that is the short paragraph that I'm going with for now. Now it's going to save that to the intake file, which is great. And that is actually this one right here. So as you answer,

[0:31:30] it's going to save these answers right here. So as you can see, question one was who are you? and this is what I answered with pretty much right here. And then it's gonna keep going down the list and asking us these questions, and it's gonna keep filling in our answers here so it can reference them later. So anyways, let's keep going. Question two is to paste one or two things that you've written recently. Don't edit them, paste them verbatim. And the reason it's doing this is because it wants to understand the way that you speak, the way that you talk. So I'm gonna go grab one LinkedIn post and one school post, and I'm gonna drop them right here in the chat. All right, so I'm dropping in those two posts. Now, think about as far as like the way that you would want this to understand your writing styles. If you wanted it to just be LinkedIn, then you should say, hey, these are both LinkedIn posts. Or maybe you wanted to give it, hey, these are two emails I sent to clients. These are two emails I sent to my team. I have different types of communication based on who I'm talking to, and that's completely fine. You can give it that information, the more the merrier. Anyways, question three, what are your two to three biggest priorities for the next 90 days? So I'm just going to make up a few different priorities here. You would obviously give whatever you're really working on for Q3 or for Q2, what is your current sprint? What are some milestones that you're currently working towards? So I don't think that you guys really wanna watch me answer these next couple questions. So go ahead and finish all seven, and then I'll meet you back here when you're done with that. Okay, so it now comes back and it says that day one is done. Your AIOs knows who you are, what you sell, what matters is quarter and how you sound. So today you could say, what should I focus on this week? Actually, let's just try. What should I focus on this week?

[0:33:00] And we'll see what it says. Tomorrow it says you can pick one tool from your connections and wire it up. And then on day seven, you can run your audit to see your four Cs score. So if you really wanna take it slow, you can do that. But we're gonna keep moving forward and we're gonna start setting up some other things as well today. But as I ask it, what should I focus on this week? Obviously it knows because we just had this conversation. But what's important is that it's pulling from these files. It's in the context folder right here. And we have Like I said, I've trained this thing to be your mentor, not just saying, okay, here's what you should do, or here's what I found, but trying to train your mindset to actually shift. So you're starting to think about this exact type of question and multiple other questions that come with using an AI OS first. Remember your goal should be, how can I do everything I need to do right in here, right in VS code? I know I have my Chrome tab open right here. So if I needed to go in here and click around, I could, but how could I try to be as productive as possible just in this interface. That is the default shift.

[0:34:30] It's the whole cliche of, you know, like you only get out what you put in. So, yeah, if you don't really commit to using this, then you're not going to feel the ROI of the AI OS. Let's take a quick peek inside of these. These are all just marked on files. So like about business, if I open this up, we can see that it has access to our offer, our ICP, it has our services and it has our revenue model. This is obviously very, very vague get the moment, it's very minimal. But remember over time, as you make decisions, as you launch new offers, as you, you know, make pivots, this will continue to evolve. Same thing with the about me doc. So right here, it just knows a little bit about me and about some of my top pains, but I can also give it some more actual context about me. I could tell at my age where I went to college, you know, what I like to do in my free time. I can give it more data here. And then of course we have the priorities doc and this one will always evolve. I think the best way to be doing this would be at the start of every quarter. you know, our business, we work in quarterly sprints. Not everyone does that. Maybe you work in two week sprints, or maybe you work in, you know, yearly sprints, whatever it is, but find a cadence that you want to give to your AIS, so it knows the big milestones that you're working towards. And it makes it really easy, because for us, inside of ClickUp is where we have all of our milestones for that quarter. So really the better way for me to tell my AIS about my priorities would just be to say, hey, go to the ClickUp workspace called, you know, Q2 OTAs, And just read everything. And those are our priorities for this quarter. And that's where you guys are starting to understand the value of the connections, because right now this thing only knows what we've told it because, you know,