Module 1 - Build your Life OS foundation

Module contents

What you will create

By the end of this module, you will have created the basic places your Life OS needs:

Before you start

You need a folder on your computer for your Life OS, and an AI tool that can work inside it.

If you are not sure how to connect your AI tool to a folder, ask your trainer to help before you begin.

The big picture

This module gives your life and business a simple structure your AI tool can work with.

The goal is not to organise everything perfectly. The goal is to create enough context that Life OS can start helping.

Step 1: Create your initial Life OS

First, create a folder on your computer for your Life OS. You can call it anything you like, for example, Life OS, My Business, or simply your name.

Then open your AI tool in that folder, or point your AI tool at that folder.

If you are not sure how to do that, ask your trainer to help you connect your AI tool to your Life OS folder.

Copy and paste this entire prompt into your AI tool:

I want you to help me create my initial Life OS.

The purpose of this Life OS is to give my life and business a simple context system that AI can work with.

Core idea:
When my life and business has context, I stop starting from scratch.

Create these as subfolders inside the current folder:
- 00 Inbox
- 01 Projects
- 02 People
- 03 Areas
- 04 Resources
- 05 Archive

Use plain Markdown files. Keep everything simple, human-readable, and easy to update.

Create these root files:
- README.md
- AGENTS.md
- CLAUDE.md
- Voice.md
- Log.md

The Life OS map is:
- Projects = what's moving
- People = who matters
- Areas = what needs ongoing care
- Resources = what supports me
- Archive = what's complete

Create README.md files inside each main folder:
- 00 Inbox/README.md
- 01 Projects/README.md
- 02 People/README.md
- 03 Areas/README.md
- 03 Areas/Meta/README.md
- 04 Resources/README.md
- 05 Archive/README.md

Populate the README.md files within each subfolder with the simplest, most useful guidance for each folder, describing the why, what, and how of each folder.

PPARA is the core of the system (Projects, People, Areas, Resources, Archive). Inbox and Meta are helper folders that sit alongside the core five to keep things tidy and self-organising.

In README.md, create the root operating guide for this Life OS. Keep the content simple and practical.

Include:

1. A short identity statement for this Life OS.
2. The job you have here: help me keep my life and business clear, current, and useful by reading, organising, updating, and creating from my files.
3. The Life OS map.
4. A file map.
5. Session-start instructions:
   - Read README.md first.
   - Read Voice.md.
   - Read Log.md.
   - Check 00 Inbox for any handoff files.
6. Working rules:
   - Lead with clarity and relief, not complexity.
   - Keep things simple and fit for purpose.
   - Ask before deleting, publishing, or sending anything externally.
   - When a person is mentioned, check 02 People first.
   - Before filing into a folder for the first time, read that folder's README.md.
   - Prefer small useful updates over big reorganisations.

In both AGENTS.md and CLAUDE.md, use only this text:

This vault’s universal entry point is `README.md`. Read `README.md` first. Treat it as the root operating guide for this vault, including structure, working style, memory protocol, and local conventions.

In Voice.md, create a simple starter voice profile with these sections:

- How I like to be supported
- How I like writing to sound
- Words or styles I prefer
- Words or styles I avoid
- Notes to refine over time

In Log.md, create today's first entry with:

- Life OS created
- Current intention
- Next suggested action

In each folder's README, describe the why, what and how of the folder. Keep it simple, practical and succinct.

Important:

- Do not create lots of extra files.
- Do not create sample projects or people yet unless I ask.
- Keep the system small.
- Show me a summary of what you created.

This creates your starting structure, your agent entry files, your voice file, and your log.

From here on, do not try to memorise folder paths or file names. Ask Life OS to recommend the right home, then check the recommendation before approving it.

Use the practice prompts below to teach Life OS how your business should be organised.

Practise creating a Project

Projects are for what is moving.

Choose one thing you are actively creating, delivering, changing, preparing, or completing.

Examples:

Use this prompt to create a new Project in your Life OS:

Create a new Project in my Life OS for this:

[Describe the project in 3-5 sentences.]

Before creating anything, tell me:
- The project name you suggest
- The appropriate Life OS home you recommend
- The folder name you suggest, if a folder is needed
- Which files you intend to create, including the file names you recommend
- What each file is for
- Why this belongs there

Keep it simple. Wait for my approval before creating or moving files.

Practise creating a Person

Choose one client, collaborator, or important person.

Capture:

Use this prompt to create a new Person note:

Create a simple Person note in my Life OS for this person:

[Describe the person and any useful context.]

Before creating anything, tell me:
- The person name you suggest
- The appropriate Life OS home you recommend
- The file name you recommend
- What information you will include
- Why this belongs there

Include relationship, current focus, package/session details if relevant, sessions used, sessions remaining, next session or next contact, and next action.

Keep it plain and easy to update. Wait for my approval before creating or moving files.

Practise creating an Area

Areas are for what needs ongoing care.

Choose one part of your life or business that does not have a finish line.

Examples:

Use this prompt to create a new Area in your Life OS:

Create a new Area in my Life OS for this ongoing part of my life or business:

[Name or describe the Area.]

Before creating anything, tell me:
- The Area name you suggest
- The appropriate Life OS home you recommend
- The folder name you suggest
- Which files you intend to create, including the file names you recommend
- What this Area should help me track or care for
- Why this belongs there

Keep it simple. Wait for my approval before creating or moving files.

Practise sorting an existing folder

Choose one small messy place:

Use this prompt to sort an existing folder or group of files:

Review this folder or group of files:

[Add the folder path here.]

Suggest where each item belongs in my Life OS:
Projects, People, Areas, Resources, or Archive.

Do not move anything yet.

Give me a simple table with:
- Current item
- Suggested action: copy, move, leave, or ignore
- Suggested Life OS home
- Why it belongs there

Keep the plan easy to understand. Wait for my approval before copying or moving anything.

Then ask your AI tool to copy or move only the items you approve.

Step 2: Connect your everyday context

Your Life OS works best when it can see your everyday business context. Connecting Gmail, Google Calendar, and Google Drive lets Life OS surface important emails, bookings, deadlines, and files without you having to hunt for them.

These connectors change over time as the tools evolve. Your trainer will walk you through the current installation steps.

The exact commands and setup process for these connectors can change. Follow your trainer’s guidance for the current method.

This module focuses on Gmail and Calendar practice. Once your connectors are active, try these prompts.

Practise with Gmail

Use this prompt to search your Gmail for important business messages:

Search my Gmail for recent messages that look important for my business.

Look especially for:
- client messages
- receipts or invoices
- booking or calendar emails
- opportunities or follow-ups

Do not send, archive, delete, or label anything.

Give me a simple table with:
- Email or thread
- Why it matters
- Suggested Life OS home: Project, Person, Area, Resource, Archive, or Inbox
- Suggested next action

Practise with Google Calendar

Use this prompt to review your Google Calendar:

Look at my Google Calendar for the next 7 days.

Find anything that should be reflected in my Life OS, especially:
- client sessions
- business meetings
- deadlines
- project work blocks
- personal commitments that affect my capacity

Do not create, edit, or delete calendar events.

Give me a simple table with:
- Calendar item
- Why it matters
- Suggested Life OS home: Project, Person, Area, Resource, Archive, or Inbox
- Suggested next action

Step 3: Log a receipt or business record

Use one of these:

Capture:

Use this prompt to log a receipt or business record:

I want to add this receipt or business record to my Life OS.

Please extract:
- Date
- Vendor
- Amount
- Category
- Notes
- Source

If anything is missing, mark it clearly.

Then recommend:
- The appropriate Life OS home
- The file name or record name
- Whether this should update an existing finance record or create a new one
- Why it belongs there

Wait for my approval before creating, moving, or editing files.

Module 1 win

Answer this question:

With my initial Life OS set up, what are some ways I could use it to make my life or business feel easier and more effective?