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Getting Started with AI

A step-by-step guide for Palm Build teammates who are brand new to using AI. No tech skills required.

6 Steps to Your First AI Win

1

Open Claude

Go to claude.ai in your browser and sign in with your work email. No download or install needed.

2

Pick a task you already have

Don't practice with fake examples. Think of a real email you need to send, a report you're behind on, or a document you've been putting off.

3

Find a matching prompt

Go to the Prompt Library and pick a template that matches your task. Copy it with one click.

4

Fill in the brackets

Every prompt has [BRACKETED] fields. Replace them with your actual details — the more context you give, the better the output.

5

Paste and send

Paste the filled-in prompt into Claude and hit Enter. Read the output, then ask for changes — "make it shorter," "change the tone," "add more detail."

6

Save and share

When the output is right, copy it to your document, email, or report. Save useful conversations for reference.

What AI Can Do

  • - Draft emails, proposals, and reports in seconds
  • - Summarize long documents and email threads
  • - Clean up rough notes into professional formats
  • - Generate SOPs, checklists, and training materials
  • - Help you think through decisions with structured analysis
  • - Create job postings, interview questions, and review templates
  • - Rewrite content for different audiences or tones

What AI Can't Do

  • - Access your email, files, or company systems (you have to paste content in)
  • - Know your company context unless you tell it
  • - Guarantee 100% factual accuracy — always verify important numbers and dates
  • - Replace legal, medical, or compliance expertise
  • - Browse the internet or access real-time information
  • - Remember previous conversations (each chat starts fresh)

Your First Prompt — Walkthrough

Let's send your first real prompt to Claude. We'll use the Professional Email Writer as an example.

1

Copy the prompt

Go to the Prompt Library, find "Professional Email Writer" and click Copy.

2

Open Claude

Go to claude.ai and start a new conversation.

3

Paste and fill in

Paste the prompt, then replace each [BRACKET] with your real info. For example: Who I am: Project Manager. Who I am emailing: homeowner Mrs. Johnson.

4

Send and review

Hit Enter. Read Claude's output. It probably won't be perfect on the first try — that's normal.

5

Iterate

Ask for changes in the same thread: "Make the tone warmer," "Add a sentence about timeline," "Shorten to 3 paragraphs." This is where the magic happens.