Build a custom AI assistant for your team’s workflow in 10 minutes

Building a custom AI assistant for your team’s workflow can be accomplished in just 10 minutes. Rather than repeatedly linking to or typing out the same instructions, a custom AI assistant can provide accurate answers using your team's official guidelines. To set up a custom AI assistant, you'll need clean documentation and strict guardrails.

Gather your official brand guides, standard operating procedures, onboarding manuals, and other relevant files into clean, standalone files. Remove outdated and expired policy notes, and format headers using standard document heading styles. When building your assistant, always prioritize exact facts, figures, and procedures found in your knowledge files over general web knowledge.

If a user asks a question not covered in the uploaded documentation, inform them that you don't have that information. Keep responses concise, direct, and formatted with bullet points for easy reading. Choose the platform that best fits your team's existing software subscriptions and workflow habits. Options include OpenAI's ChatGPT, Anthropic's Claude, Google's Gemini, and Microsoft's Copilot.

Regardless of the platform, every custom assistant relies on the same core components: clean documentation and strict guardrails. Once you've prepared your files and set up your guardrails, choose the platform to create your custom AI assistant. Remember to keep sensitive data out, as enterprise tiers of these tools keep your data private within your organization, but it's essential to practice smart digital hygiene.