Set up Principal Seat with your AI assistant, like ChatGPT, Gemini, Claude or Grok

The Setup coach is a prompt you add to an assistant like ChatGPT, Gemini, Claude or Grok. It guides you one step at a time. It cannot see or control Principal Seat. You copy or share the information you choose, review the proposed changes, then confirm what to import. Official documentation links are below; menus change, so check each company's own help pages.

Download as a text file

Show the full prompt

Loading the prompt. If it does not appear, open it as a text file.

Before you start

Download the Setup coach as a text file.
Choose one assistant below and follow its setup steps.
Start a chat and say: "Set up Principal Seat with me." In Grok, attach the file first and say the line in its steps below.

The coach never needs your passwords, bank details or pay. Type those into Principal Seat yourself.

About the prompt

The prompt is long, about 34,000 characters. That is why we use a ChatGPT project, a Gemini skill, a Claude project or a file attached in Grok, not the short "custom instructions" box. ChatGPT's custom instructions hold 1,500 characters on Free and Go, and 5,000 on paid plans.

If a box says the text is too long: save the prompt as a file named "Principal Seat setup coach.txt" (the "Download as a text file" button at the top uses that name). Add the file to the project or skill (each one lets you add files). Then paste this short line as the instructions instead: "Follow the file Principal Seat setup coach.txt as your instructions for every chat here." In Grok, attach the file to each new chat instead (see Grok below).

ChatGPT

iPhone app, Mac app or chatgpt.com. Steps verified with current ChatGPT Projects limits.

Download the Setup coach as a text file.
Create a ChatGPT project named Principal Seat setup and add the file to that project.
In Project settings, add this short instruction: "Follow the file Principal Seat setup coach.txt as your instructions for every chat here."
Start a chat inside the project and say: "Set up Principal Seat with me."

Projects reject long pasted instructions (over about 8,000 characters). Use the file upload path above. If your iPhone app does not show projects, do steps 1 to 3 once at chatgpt.com or on your Mac. The project then shows on your iPhone too.

Project instructions apply only inside that project, and they override your general custom instructions.

Sources: OpenAI, Projects in ChatGPT. OpenAI, ChatGPT custom instructions (limits). Documentation review is not a substitute for your own test.

Gemini

gemini.google.com, the Gemini Mac app or the Gemini iPhone app. Instructions below follow Google's documentation, not a Principal Seat app test.

Google is replacing Gems with skills, so use a skill.

Go to gemini.google.com, or open the Gemini app on your Mac.
In the sidebar, click Customize (if you don't see it, click More first), then Skills at the top.
Create a skill from a blank template.
Name it "Principal Seat setup coach", add a short description ("Helps me set up and use Principal Seat"), paste the prompt as the instructions, then click Create.
In any chat, type / and pick the skill, then say "Set up Principal Seat with me."

Skills need you to be 18 or over, signed in, with Keep Activity on. The skill works in the Gemini iPhone app too.

Sources: Google, Create and manage skills. Gems moving to skills.

Claude

claude.ai or the Claude app. Instructions below follow Anthropic's documentation, not a Principal Seat app test.

Open Projects in the sidebar, or go to claude.ai/projects.
Select + New Project, name it "Principal Seat setup" and create it.
Select Set project instructions, paste the prompt, then Save instructions.
Start a chat in the project and say "Set up Principal Seat with me."

Set it up once on claude.ai or the Claude Mac app. Then open the project from the Claude app on your iPhone. Free accounts can have up to 5 projects.

Source: Anthropic, How can I create and manage projects.

Grok

grok.com or the Grok iPhone app

Download the prompt with the "Download as a text file" button at the top of this page.
Go to grok.com, or open the Grok app on your iPhone, and start a new chat.
Click or tap the + next to the message box, then select "Principal Seat setup coach.txt".
Say "Follow the file Principal Seat setup coach.txt as your instructions, then set up Principal Seat with me."

Attach the file again whenever you start a new chat for the coach. Sign in with the same account and your chats stay in sync across grok.com and the app.

Sources: xAI, Grok Help and FAQ (uploading files). xAI, Welcome to Grok.

Grok Bot and Grok: one connector address (TestFlight beta)

On the TestFlight beta, Grok Bot and Grok can send proposed updates straight into Principal Seat through one shared connector. It is send-only: it cannot read your records, and you review the preview and choose Allow before records change.

In Grok Bot, or on grok.com in a web browser (open grok.com/connectors, then choose Add a custom connector at the very bottom), open the form for adding a custom connector. Name it Principal Seat and paste this address into the URL field: https://principal-seat-twoway-production.bill-f8c.workers.dev/mcp. It is the same for everyone.
When the sign-in page asks for your connector address, open Principal Seat, go to Settings > AI assistant > Manage Two-way inbox and permissions, and tap Copy connector address. Paste it only into that sign-in page, never into a chat.
In Principal Seat, tap Check connection requests and Allow the request whose assistant name and 8-digit code match the sign-in page.

If you see more than one request, Allow the newest one. If an assistant does not show the sign-in page that asks for a connector address, use your own full connector address from Copy connector address instead.

How it fits

Ask your AI assistant, like ChatGPT, Gemini, Claude or Grok, how an opportunity fits the rest of your life. How it fits makes a message you copy or share yourself. It includes this opportunity and the next 8 weeks from your other spaces, as your Include switches allow. Pay stays out unless Include pay, rates and prices is on. Days in the office and work travel are optional. Nothing is saved.

After you set up the two-way link (see AI assistant and updates), a share icon shows at the top of Today. On the Mac, choose File > Share with My AI Assistant…. It shares the space you are in, or all your spaces from All spaces, as your Include switches allow. You see what is included before you send. Nothing goes until you send it.

Apple Intelligence in the app

There is no place in Apple Intelligence to save a standing prompt like this one. Use ChatGPT, Gemini, Claude or Grok for the Setup coach.

What Apple Intelligence does give you:

Inside Principal Seat (Premium or Premium Portfolio, supported devices): Settings > AI assistant > "Use Apple Intelligence on this device", then turn on the features you want. They add "Draft with Apple Intelligence" to a contact's Email button, "Write this week's summary", and "Summarize with Apple Intelligence" on a call or meeting transcript.

Apple Watch app

The coach may ask you to install the free Watch app. On your iPhone, open the Watch app, tap My Watch, then Apps. Find Principal Seat under Available Apps and tap Install.

Source: Apple, Download apps on your Apple Watch.

Privacy in one paragraph

Your assistant only sees what you paste or share with it, or what you choose to send with Notify another app or service. Principal Seat has no server in between: Copy and Share stay on your device, and we never receive your data. "Include pay, rates and prices" is off unless you turn it on, and amounts stay behind Face ID or Touch ID when the lock is on. What you share with ChatGPT, Gemini, Claude or Grok follows that company's own privacy settings. See our privacy policy.

Names of AI assistants like ChatGPT, Gemini, Claude or Grok are trademarks of their owners. Apple Intelligence is a trademark of Apple. Principal Seat is not affiliated with any of them. Questions? See Support or email [email protected].