J.Caresse™ & Company
Your AI Team Starter Kit
A planning guide for an agentic AI team: ten lessons, a copy-paste starter kit, a 30-day rollout, checklists, pitfalls, tools, and a plain look at Claude Duet, ChatGPT dots, Tasks in Gemini, and Grok Bot. The working copy is by invitation. Your answers and your place in the guide are saved to your account.
What is inside
01 Audience
Who this is for
Executives, founders, and operators who already use an assistant and want more than one of them to work as a team. You do not need to be technical. You need clear intentions, good boundaries, and about thirty minutes to begin.
02 Big idea
Run the bots like a well-led team
Each assistant has one job. They draft, organize, and track. You approve anything that leaves the business. The kit treats that as management, not a pile of tools.
03 Lessons
Ten lessons from running an AI team
House rules, saved corrections, approvals in your own words, one daily digest, tiers so small things do not wait, pause and resume, a maker separate from the publisher, schedules with a backup, and connectors that never see a secret in chat.
04 Team
The example team
An org chart and a flow for how work moves, including the points where you approve. It is a model you can copy, not a prescription.
05 Starter kit
The copy-paste starter kit
Role sheets and prompts you can copy, fill in, and paste. The same starter material is written so it works in Claude and ChatGPT as project instructions or a saved document.
06 30 days
Your 30-day rollout
Four weeks: foundations, one workflow from end to end, parallel reviews and connectors, then scale with care. A stepper walks the month.
07 Checklist
Build your team checklist
Ticks for the four weeks, saved to your account: house rules, a chief of staff bot, one public workflow, side-by-side review, and role sheets before you add another bot.
08 Pitfalls
Common pitfalls
The mistakes that show up once several assistants are in motion, and the guardrail that belongs next to each one.
09 Tools
Tools you will use
One card per tool: what it is for, where to sign up, and where the help lives. Start with Grok Bot and a Cursor account. Add recording, design, and scheduling as you need them. Referral links are marked beside the button.
10 AI agents
Always-on agents, connectors, and a bot with its own computer
Claude Duet, ChatGPT dots, Tasks in Gemini, and Grok Bot, side by side: what each one is, who can use it, whether it asks before it acts, and what it costs. A popular connectors table lists a few apps each one can reach. The last part explains why a bot with its own computer and a signed-in browser makes it easier to run one piece of work across your tools. Details are taken from each company's pages and dated, because these products change.
11 Set up
Get Grok Bot and create your bots
Install the app, sign in, and create the first department bots. Plan on about an hour: install and create the bots, answer the questionnaire, then build the Context File.
12 Your bots
Your recommended bot roster
A starting roster, each bot with one job, all of them reading the same briefing about you.
13 Brief them
Brief your bots: the intake and your Context File
Thirty-seven questions, from how you introduce yourself to what must never be named. Your answers are saved to your account and can be copied into the Context File template.
14 Website
Keep your platform, or move to a site you own
A platform-by-platform look, a universal inventory, and a migration checklist: pages, DNS, email records, redirects, and the cutover. Those ticks are saved to your account too.
15 Build yours
Build yours together
If you want help designing the team, from house rules to the first workflow, there is a way to talk with Jessica.
The ten lessons
- 01Write the house rules down once, and let every bot read them
- 02Every correction is a gift. Save it as a memory
- 03Correct, don't block
- 04Approve in your own words, one exact version at a time
- 05One daily digest beats twenty interruptions
- 06Use approval tiers so small things never wait on you
- 07Anyone can pause. Only you can resume
- 08Split the maker from the publisher, and run reviews in parallel
- 09Schedule the routines, and give each routine a backup
- 10Connect tools carefully, and keep secrets out of chat
Invitation only
An invited reader signs in with a one-click email link, or a 6-digit code, and can set a password after that. People who are not on the list see a request instead of the working guide. The checklists and the intake questions save as you go, and the guide reopens on the section you left.