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OALI × LearnAIR™ · Keynote Resources

Turn inspiration into your next digital colleague.

Practical resources to keep exploring after the keynote, and to build an AI assistant around the real work you do every day.

LearnAIR™ Cohorts · Foundation Series©

Keep building with a guided small group.

The keynote is a starting point. A LearnAIR™ cohort gives you structured time to practice, build useful agents for your own work, and learn alongside other professionals.

Price

$500 per seat

Join The Next Cohort View current dates and enrollment details

Registration opens in LearnAIR™’s secure enrollment site.

Published schedule

All sessions 11 a.m. Pacific · 90 minutes each

Next: December

  • December 2, 2026
  • December 9, 2026
  • December 16, 2026

Following: January

  • January 13, 2027
  • January 20, 2027
  • January 27, 2027

Choose an available cohort in the enrollment form.

  • Three live sessions

    Three 90-minute live virtual sessions over three weeks.

  • Guided small groups

    Learn alongside other professionals with a LearnAIR™ guide.

  • Practical skills

    AI skills and workflows you can apply to your own work.

  • Useful agents

    Build agents designed around the tasks you actually do.

What LearnAIR™ Does

Practical AI training that helps your team get real work done.

LearnAIR™ delivers hands-on training to create and deploy digital employees that save time, cut busywork, and supercharge productivity - without compromising the human element.

AI Literacy

Build a working understanding of what AI tools do well, where they fall short, and how to use them responsibly in everyday work.

Prompting

Use the DIRECT© framework to give AI the task, sources, role, goal, context, and tone it needs, so responses are more relevant and need less rework.

Workflow Design

Identify the repeatable parts of your work, like drafts, follow-ups, and status updates, and decide where AI can help and where human judgment stays in charge.

Agent Creation

Build a reusable assistant in ChatGPT, Microsoft 365 Copilot, or Claude that knows your role and how you work, then refine it as you use it.

Build Your Digital Colleague

Choose your platform below, then follow each step. Copy the prompts, paste them in, and answer the questions. In about 15 minutes, you'll have a personalized AI assistant.

01

Save the DIRECT Prompting Framework

Before anything else, teach ChatGPT the LearnAIR™ DIRECT© framework and save it into its Managed Memory. From now on, every prompt you give will be run through DIRECT© — making your answers sharper, more relevant, and more useful.

Step 1 · DIRECT Framework — Copy & Paste into ChatGPT

Please save the "LearnAir Direct Prompting Framework" into my Managed Memory

Doing - What are you Doing, simply describe your task at hand.

Information - What information do you need to give (Sources of truth)?

Role/Persona - Who do you want to be/act like (e.g., business analyst)

End Goal/Result - What is the desired outcome?

Context - What is unique about this situation?

Tone/Style/Format - What is the voice, style, and format?

Ask me a maximum of 3 clarifying questions And all future prompts that I provide should be ran through the DIRECT methodology before you perform the task.

Tip: Paste this into any normal ChatGPT chat. When it confirms the framework is saved, you're ready to move on.

02

Customize Your Digital Counterpart

This prompt will ask you 6 questions, one at a time. Answer each one honestly — it's building a profile of who you are and how you work. At the end, it will generate your Custom Instructions.

Step 2 · Persona Builder — Copy & Paste into ChatGPT

You are a friendly AI onboarding coach helping me customize my ChatGPT account to me. You'll ask me one question at a time. Wait for my answer before asking the next one. Keep questions short, plain-language, and conversational.

Here's your question sequence:
1. What's your job title or main role?
2. What are the 2–3 things you spend most of your work time doing? (Core function)
3. What kinds of outputs do you usually need — reports, emails, summaries, plans, analysis? (End goals)
4. What information do you regularly work with — documents, data, brand guidelines, policies? (Information)
5. How would you describe your communication style — formal, direct, conversational, collaborative? (Tone)
6. Is there anything unique about your industry, audience, or work that your GPT should always keep in mind? (Context and guardrails)

Once I've answered all six questions, do two things:

PART 1 — Produce a complete detailed Persona with three clearly labeled sections:
**Name:** A short, professional title
**Instructions:** A complete persona that accurately describes who I am (the human), covering my role, core tasks, preferred outputs, communication style.
Kept under 1500 Characters (or 400 tokens)
Ready to paste directly into Custom Instructions

PART 2 — After the setup block, add this section exactly as written:
---
YOUR NEXT STEPS — HOW TO UPDATE YOUR CUSTOM INSTRUCTIONS
Here's how to turn the output above into your custom instructions:
1. Copy the "Persona output"
2. Click your profile in the bottom left hand corner
3. Click Personalization
4. Scroll to "More About You"
5. Paste inside that box
---

Start now with question 1.

Tip: Open a normal ChatGPT chat (not a Project or Custom GPT). Paste this prompt and hit Enter. Then answer each question as it comes — just a few words each is fine.

Open ChatGPT and start a new chat
Open ChatGPT and start a new chat
03

Update Your Custom Instructions

After you answer all 6 questions, ChatGPT will generate your Persona. Follow the instructions it gives you to paste it into your Custom Instructions. This means every future conversation will already know who you are.

Why this matters: Without Custom Instructions, ChatGPT treats every conversation like meeting a stranger. With them, it already knows your role, your style, and what you care about before you type a single word.

Personalization → Custom instructions → paste into More about you
Personalization → Custom instructions → paste into More about you
04

Create Your Ideal Assistant Persona

Now that ChatGPT knows who you are, have it design the perfect counterpart — an assistant that fills in your gaps and balances out your weaknesses.

Step 4 · Ideal Assistant — Copy & Paste into ChatGPT

Run the prompt below and create this ideal assistant in detailed bullet-pointed format, in less than 1400 characters.

Based on the information and format that is in my "Custom Instructions", identify my gaps and weaknesses, and create a perfect assistant persona that balances me out. Include rules such as no em dashes, always play devils advocate after the first prompt results.

Tip: Once ChatGPT generates your ideal assistant persona, paste it into your Custom Instructions: Step 1: Click your profile in the bottom left hand corner Step 2: Click Personalization Step 3: Find "Custom Instructions" Step 4: Paste then save

05

Build Your Custom GPT

Now let's take it further. This prompt will ask you the same style of questions, but this time it generates a full Custom GPT — a dedicated AI assistant you can reuse and even share with your team.

Step 5 · Custom GPT Builder — Copy & Paste into ChatGPT

You are a friendly AI onboarding coach helping me design my own Custom GPT — a personalized AI assistant built around how I work. You'll ask me one question at a time. Wait for my answer before asking the next one. Keep questions short, plain-language, and conversational.

Here's your question sequence:
1. What's your job title or main role? (So we can name your GPT something meaningful)
2. What are the 2–3 things you spend most of your work time doing? (Core function)
3. What kinds of outputs do you usually need — reports, emails, summaries, plans, analysis? (End goals)
4. What information do you regularly work with — documents, data, brand guidelines, policies? (Sources of truth)
5. How would you describe your communication style — formal, direct, conversational, collaborative? (Tone)
6. Is there anything unique about your industry, audience, or work that your GPT should always keep in mind? (Context and guardrails)

Once I've answered all six questions, do two things:

PART 1 — Produce a complete Custom GPT setup block with three clearly labeled sections:
**Name:** A short, professional title for my GPT (e.g., "Sarah's Strategic Advisor" or "Marketing Lead GPT")
**Description:** 1–2 sentences that would appear on the GPT's profile card — what it does and who it's for.
**Instructions:** A complete GPT Instructions field, written in second person ("You are..."), covering my role, core tasks, preferred outputs, communication style, and any guardrails. Ready to paste directly into GPT Builder.

PART 2 — After the setup block, add this section exactly as written:
---
YOUR NEXT STEPS — HOW TO BUILD YOUR CUSTOM GPT
Here's how to turn the output above into your own Custom GPT:
1. Go to chatgpt.com and make sure you're logged in
2. Click Explore GPTs in the left sidebar
3. Click + Create in the top right corner
4. Select the Configure tab (not Create — that's the AI wizard)
5. Paste your Name into the Name field
6. Paste your Description into the Description field
7. Paste your Instructions into the Instructions field
8. Optional: Upload any files your GPT should reference (brand guides, templates, SOPs)
9. Click Save → Choose who can access it (Only me, Anyone with a link, or Public)
10. Click View GPT to open it and test your first prompt
Test it by asking it something you'd normally ask a colleague. If the tone or focus is off, go back to Configure and edit the Instructions — it's a living document, not a one-time setup.
---

Start now with question 1.

Tip: Start a new chat for this one. You can have both your Custom Instructions (always-on) and a Custom GPT (purpose-built) — they work together.

Explore GPTs → Create → Configure tab
Explore GPTs → Create → Configure tab
06

Test Your Digital Colleague

Time to see if it worked.

Start a new chat and ask "who am I?" and "who are you?"

Why this matters: If it answers with your role and its own persona, your Custom Instructions are live. If it draws a blank, reopen Personalization and confirm you saved them.

What's next with your digital agent

Putting your new AI assistant to work.

You've built it — now use it. Here are your first moves to turn your new agent into a daily thought partner that actually saves you time.

1

Start with a real task from today

Open your calendar or to-do list and pick one thing you have to do this week — a draft email, a meeting prep, a status update. Hand it to your agent instead of starting from a blank page.

"I need to send a follow-up email to [client] about [topic]. Draft it in my style — direct, professional, and under 150 words."

2

Make it your thinking partner

Use your agent to pressure-test ideas, summarize long documents, or brainstorm options before a decision. Ask it to argue the other side. Ask it what you might be missing.

"I'm about to recommend [X] to leadership. What are the 3 strongest arguments against it, and how would I respond to each?"

3

Talk to it about a client or project

Tell your agent about a specific client situation, a project update, or a challenge you're facing. Let it help you think through your response or plan your next move.

"Here's the situation with [project]: [brief description]. What should my priorities be this week, and what's the one thing I should communicate to the team first?"

4

Teach it your context over time

Feed it your team's terminology, your tone of voice, your product details, and past examples of great work. The more it knows about you, the better it gets. It learns as you go.

"Here's an example of a great status report I wrote last quarter: [paste it]. Use this as a reference for tone and structure going forward."

5

Iterate — don't accept the first answer

Treat the first response as a starting point. Ask follow-ups. Request a different format. Tell it what to cut. The best results come from a short back-and-forth, not a single prompt.

"That's close but too formal. Make it more conversational and cut it in half. Also remove the bullet points — I want flowing paragraphs."

6

Keep the human in the loop

Review everything before it goes out. Your judgment, taste, and relationships are the part AI can't replace. Use the agent to move faster — not to skip the thinking. AI drafts, you approve.

"Before I send this: review it for anything that sounds off, any claims I should double-check, and anything that's missing context the reader would need."

AI doesn’t stop changing when training ends.

Every cohort includes continuing access to LearnAIR™’s Everboarding Hub©, so you can keep your skills current as the tools evolve.

  • Monthly practical webinars

    Short, hands-on sessions on what’s new and how to use it in real work.

  • Public business hours

    Bring a real question and get grounded guidance from the LearnAIR™ team.

  • Community forum

    Swap prompts and workflows with other professionals building with AI.

  • Current AI resources

    Guides and references kept up to date as the tools change.

The future belongs to organizations that turn AI into action.

You’ve taken the first step toward building smarter, AI-enabled work. Your next step: keep building with a LearnAIR™ cohort.

View current dates and enrollment details · Registration opens in LearnAIR™’s secure enrollment site.

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