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What you'll accomplish

By the end of this guide, you'll have Claude set up as a personalized writing assistant that already knows your company name, your preferred tone, your common documentation formats, and your operation's specific terminology. Every time you need to write a report, coaching note, or complaint response, you'll start with context already loaded — no re-explaining every time.

What you'll need

  • A Claude account at claude.ai (free plan works for this guide)
  • Claude Pro subscription ($20/month) for Projects feature — highly recommended for persistent context
  • 30 minutes to write your system setup the first time
  • Cost: Free tier works for basic use; $20/month Pro for Projects (persistent memory)

How-To Guide: Build Your Route Supervisor Writing Assistant in Claude

Step 1: Create a Claude account

Go to claude.ai and sign up with your email address. The free plan gives you a capable AI — Claude Pro adds the Projects feature which saves your context permanently.

What you should see: Claude's chat interface with a text input at the bottom.