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Weekly Upgrade

Let Your Agent Interview You

Week 1Weekly Upgrade

  • 30 minGuided walkthrough

Your agent can give more useful advice when it knows what matters to you and which decisions you can make. In a 12-question interview, you’ll help it add those priorities and limits to your , the document describing your role and how you work.

You’ll leave with

A profile you’ve reviewed and tried on a real work decision, with clear rules the agent can use when it offers advice.

What You Need for This Guide

  • Your Agent Profile or the Project/Notebook you saved it in.
  • A small decision from your work to test the updated Profile.
  • Your profile folder, so you can save the update and keep the earlier file.

Create your Agent Profile

Choose the tool you’re allowed to use

Your approved tool

The tool your company approved.

Pick your approved tool above to see the steps and screenshots for it.

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4 steps · At your own pace
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Standard Data rules for AI at work

Data Rules

Data rules for AI at work

Check with your IT Team before you paste any work data into an AI tool. Avoid names, account numbers, customer data, or anything sensitive without explicit permission from IT. If you aren't sure, redact anything sensitive and replace it with generic information. AI makes mistakes, make sure to fact check your agents outputs even if they sound right.

Before you start

  • Check with your IT teamAsk what your company allows before you put anything from work into an AI tool. Your company policy is the one that counts, and it is the one this library cannot see.
  • Use the tool your company approvedChatGPT, Claude, Microsoft 365 Copilot Chat and Gemini Enterprise are all covered here. Use the one your company approved, not the one you like best.
  • Sign in with your work accountA work account keeps your chats inside the agreement your company signed. A personal account in the same product sits outside it.
  • No approved account yetFollow the steps with made-up example text, or on paper, until IT gives you one.

Never put this into an AI tool

  • Customer or personal detailsNo names, email addresses, phone numbers, home addresses or account numbers. That covers colleagues as well as customers.
  • Regulated recordsHealth, financial, HR and legal records stay in the systems built to hold them, unless IT has told you in writing that this tool may see them.
  • Passwords, keys and access codesNo credentials of any kind, yours or anyone else’s, and nothing that grants access to a system.
  • Anything under an NDA or not yet publicUnreleased plans, contracts, pricing and source code need clearance before they go near a chat window.
  • Anything your company policy prohibitsYour company’s rules win over anything in this library. If policy keeps something out of AI tools, it stays out, whatever a guide suggests.

Do this instead

  • Swap real details for placeholdersWrite “Customer A”, “[client name]”, “$X”. You get the same quality of answer, and you put the real details back yourself.
  • Describe the situation rather than pasting the documentMost of what an agent needs is the shape of the problem, not the file it arrived in.
  • Trim a file before you upload or paste itTake out the identifying columns and pages first, or work from a short extract.

Check the answer before you use it

  • Read it as if a colleague had drafted itAn agent states wrong things with complete confidence. Your name goes on the work, so the check is yours.
  • Say where the agent helpedFollow your company rule on disclosing AI assistance, especially in client-facing or formal work.

When you are not sure

  • Ask before you paste or upload, not afterA question to your IT team takes a minute. Cleaning up after a data incident takes a great deal longer.
  • When in doubt, leave it outIf you would not put it in an email to someone outside the company, keep it out of the chat.

On this guide

  • Before using dictation.Some dictation tools send your speech to another service. Use the dictation tool your IT team approves for work.
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Step

Attach your profile and start the interview

  1. Open a chat with your Agent Profile

    Keep the interview in one conversation. Start a new chat in the Project/Notebook holding your , or attach your current Profile to a new chat. Paste its complete text if attachment is unavailable.

  2. Send the prompt and check the first question

    Paste the prompt below into the conversation holding your profile. No edits are needed. The agent should read the profile, ask question 1 and wait.

    Interview prompt
    Download
    You have my Agent Profile in this conversation.

Interview me so you can improve it. The goal is a profile that lets you help me make good decisions and get real work done, not one that only describes what I do.

Read what is already in the file. Find the gaps: the places where you would still have to guess how I decide something, what I will not accept, or where my authority stops. Do not re-ask anything the file already answers. Do not run the FIRST SETUP CHECK section now. Interview me instead.

Ask me 12 questions, one at a time. Number them, so I can see how far through I am. Wait for my answer before you ask the next one. Never send me a list of questions.

I may type or use dictation. Ask questions that invite a concrete example of a decision, its reason and any limits on my authority. Pull the useful rules out of my answer rather than expecting polished wording. If I ask to pause, stop and resume from that question when I return.

Before each new question, tell me in one short paragraph how you would write my last answer into the profile, so I can correct you if you have it wrong.

Do not ask for, or accept, passwords, credentials, protected customer information, private employee data, confidential financial details, or regulated information. If a useful question would need one of those, ask it a different way or skip it.

Do not invent company, customer, employee, product, pricing, policy, or project facts. If you would have to guess, leave that line as it is.

After my last answer, give me the complete updated Agent Profile as plain text I can copy. Keep the existing facts, section order and format unless I corrected them. Keep FIRST SETUP CHECK intact. Add sections where needed. Do not turn a preference into company policy or expand my authority. No preamble, and no interview questions in that output.

After the profile, write a line that says CHANGES. Under it, list each section you added or changed, with one sentence on what changed and which of my answers it came from. Keep this list out of the profile itself.

Start with your first question.

Step

Talk through your answers with dictation

  1. Dictate or type your answer

    Dictation turns your speech into text in the message box. Use it on your phone or computer, or in your AI tool if available. After speaking, stop dictation and correct any misheard words before sending your answer. You can type whenever that suits you better.

    Describe what happened, why you made the choice and any limits you had to work within. If you don't know an answer, say so or ask to skip it.

  2. Check the recap before continuing

    The agent should briefly explain what it would add to your profile before asking the next question. Check that the recap captures your reasoning and decision limits. If it turns a preference into company policy or gives you authority you don't have, ask it to correct that before continuing.

    ChatGPT example: the recap preserves the project manager's approval limits, then asks question 2. Your wording will vary.
    Claude example: the recap preserves the project manager's approval limits, then asks question 2. Your wording will vary.
    Microsoft 365 Copilot Chat example: after a correction, the recap preserves routine scheduling authority and repeats question 2.

  3. Continue through the interview

    Continue answering and checking the recaps through question 12. If you need a break, ask the agent to pause. When you return, use the same conversation and check its last recap and question number before resuming.

Step

Review and save the complete updated profile

  1. Get the complete updated profile

    After the last answer, the agent should return the whole updated profile, followed by a CHANGES list of what it added or changed. If it gives only additions, ask for the complete document in the same conversation.

  2. Compare it with your original

    Start with the CHANGES list under the profile and check each change against what you said in the interview. Then read the updated profile alongside your original for anything else the agent added, changed or left out.

  3. Back up and save your working file

    In the folder where you keep your , save a dated backup of the old version. Then replace the text in your working profile with the reviewed text and save it. Leave the CHANGES list out of your file. Your tool's copy button copies the whole reply, so after you paste, delete the CHANGES line and everything under it.

  4. Check the saved file and refresh other copies

    Reopen the freshly updated agent file and check that the reviewed changes saved correctly and that no CHANGES list is left at the end.

    If you also keep a profile in an agent or project, replace that copy before using it again. Keep the portable file as your master so you have one current version for any approved AI tool.

Step

Try the profile on a real decision

  1. Choose a real decision

    Pick a choice where your priorities or decision limits matter, such as which of two requests to handle first when both are due today, or whether to send a project update now or wait for a missing fact. Use a choice you face now or expect to face again.

    If you already have one, continue to Ask for a comparison in a fresh chat.

    If you need help finding one, return to your interview conversation and send Find a decision to try below. No edits are needed. It will help you choose a decision and write a short note for the next chat. Check that the note describes your choice before copying it.

    Find a decision to try
    Help me choose one real work decision for trying my updated Agent Profile. Use the profile and interview in this chat as background. Skip the profile's setup check. If the profile is missing, ask me to attach or paste it.

Ask one short question at a time about a choice I face now or expect to face again. Offer two or three concrete possibilities suited to my work as numbered choices, plus “Something else / none of these.” Let me answer in my own words. Wait for me to confirm a suggestion.

Ask up to three questions, stopping once I choose. If I already name a decision, skip discovery. If none fits after three questions, wait for my own idea or a request for more suggestions.

Once I choose, write one short paragraph in my voice beginning “I need to decide.” Include any options I confirmed and relevant facts or constraints I supplied. Use only details I confirmed about this choice. Omit details I have not supplied rather than making a statement about them. Do not turn interview examples into current facts or invent deadlines or authority.

Put only that note in one code block. Stop before comparing options or recommending a choice.

  2. Ask for a comparison in a fresh chat

    Open a fresh chat and attach or paste your saved . This lets you try the saved file without relying on the interview conversation.

    In the same message, describe your decision, the options you are considering and the facts that matter. If you used the finder, paste its note here.

    If the options are unclear, ask the agent to suggest two and check that they fit. Then ask: “Skip the profile setup check. Compare these options using my Agent Profile and only the facts I've supplied. Explain the trade-off and identify the profile rule behind your recommendation.”

  3. Check the recommendation

    Find the rule it names in your saved profile. Check that it applies to this choice and that the facts in the recommendation match what you supplied. Does the proposed action stay within your authority? Decide for yourself whether the recommendation fits.

  4. Correct missing or misread facts

    If the answer is generic or gets a fact wrong, check what is missing or misread. Add missing decision facts or point out the mismatch in the same chat, then check the corrected answer.

  5. Update the profile if a reusable rule needs changing

    Keep details that apply only to this decision in the conversation. Update your working profile when a reusable preference, decision rule or authority limit is missing or wrong. Save that edit, refresh any saved agent or project copy, and retry the same decision in a fresh chat with the corrected file. Check the result again. A correction left in a chat does not update your file.

Let Your Agent Interview You

Confirm your result

Confirm the outcomes below to finish this guide.

Final checks

Your reviewed Agent Profile is saved as the working version, with the previous version kept as a backup.

You can identify a saved decision rule that the agent used, and explain whether its recommendation fits your situation.

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