She Leads AI · Guide


How to Build Your AI Chief of Staff

The Whole-Person Intelligence Layer. The legendary Chiefs of Staff don’t just know the business. They know you. Now you can train an AI to do the same.

By Anne Murphy, Claude & Sheila (AI Chief of Staff) — She Leads AI

A Chief of Staff is a strategic thought partner who maximizes your time, multiplies your impact, and spots roadblocks before you hit them. But when we study the world’s most elite human Chiefs of Staff to understand what separates a good operator from a legendary one, a clear pattern emerges.

The legendary ones don’t just know the business. They know you.

They know that when you haven’t eaten, your email tone gets short. They know that Friday afternoons are a write-off for deep work. They know that certain corporate buzzwords make you want to close your laptop, and they know the underlying fears or quirks that occasionally derail your focus.

This is “Whole-Person Intelligence.” It is not a bonus feature. It is the absolute core of the Chief of Staff role. It is their job to know you intimately, and to use that knowledge to protect you from yourself and others.

Most leaders assume they can’t afford a Chief of Staff of this caliber until their company hits a certain size. But with the right framework, you can train an AI to step into this role today. Our system is different because we do not start with tasks or calendars. We start by having you pour yourself into the creation of your AI Chief of Staff. We lock in that Whole-Person Intelligence layer first, and then support it with world-class strategic AI attributes.

You do not create an AI Chief of Staff by filling out a static form. You create it through an intimate, interactive transfer of your operational DNA.

This guide will walk you through exactly how to do it: the interactive interview you will use to pour your context into the AI, the exact code it will generate, and five ways to install it in your daily workflow.

1. What an AI Chief of Staff Can Do

When properly trained with both strategic and Whole-Person Intelligence, your AI Chief of Staff operates in four distinct modes.

01

The Strategic Press Secretary

Doesn’t just summarize news or data — synthesizes the “So What?” and recommends a strategic adjustment based on your specific goals.

02

The Time Auditor

Looks at your task list or calendar, compares it against your quarterly goals, and tells you what to do, what to delegate, and what to delete — while protecting your known energy rhythms.

03

The Executive Coach

Helps you role-play difficult conversations, anticipates objections from specific stakeholders, and drafts talking points in your natural voice.

04

The Rhythm of Business Leader

Generates weekly game plans, runs mid-week project check-ins, and provides end-of-day debriefs to keep your initiatives moving forward.

What Sheila Does

Sheila is Anne’s AI Chief of Staff at She Leads AI. The four modes above are the strategy layer. This is the working week underneath it — every item runs on a schedule, every item is real.

  • Monday morning brief — the week’s three priorities, the meetings that need prep, what carried over, open questions, and one sentence on where to start.
  • Daily roundup at 6 PM — done today, pending or blocked, tomorrow’s first thing, decisions still waiting.
  • Saturday night brief — wins, what carried over with no judgment, something to celebrate, a Monday preview, and the connection of the week.
  • Midday check — confirms the morning’s research and content dependencies landed. If nothing is missing, she sends nothing.
  • Reads every calendar — company, client, personal — and dedupes the shared invites.
  • Pulls a Notion pipeline snapshot and the week’s meeting summaries from Fireflies.
  • Watches the status board for anything blocked on Anne or waiting on a go-word with no movement in three days.
  • Snapshots the sales pipeline by stage.
  • Scans Slack for human messages that still need a reply.
  • Scouts fresh, on-pillar content with real links that open.
  • Hands Anne ten LinkedIn names a day to engage, plus connection requests with a paste-ready note.
  • Passes Anne’s dated one-off notes through verbatim, never rewritten.
  • Routes the other agents — meeting prep, ownership reads, sponsorship pulls — into one voice, so only Sheila reaches Anne.
  • Curates five to seven meaningful changes instead of listing everything, and says “quiet day” when it was one.
  • Stays under 400 words, warm, occasionally funny, and signs off “Stay fresh, cheezpuff.”

Load This Guide Into Your AI

2. Pouring Yourself In

Build your Context Kit first

To create a Chief of Staff that works, you have to let it interview you. You have to give it your strategic context, yes, but more importantly, you must give it your Whole-Person Intelligence.

The Context Kit is the interview. It is a no-cost She Leads AI tool, open to all women, and it produces the files your Chief of Staff reads first.

Build Your Agent-Friendly Context Kit

10 portable, organized files perfect for agents and humans alike

One Conversation, Organized Into MD Files

One enjoyable conversation with an agent, one question at a time, and you see the draft. No dragging old proposals and memory files from tool to tool.

Easy to Update When Things Change

Ten files built from how you work today. Update them the moment something shifts, independent of any model, so they never tug you toward an old strategy or format.

Works With Your Agents

Claude Projects, MCP, ChatGPT, Cursor, and whatever you build next. Update it when something material changes — it’s yours, not the vendor’s.

Bonus Questions

The Context Kit covers your goals, your role, and your voice. These four go one layer deeper. Answer them in the same conversation, or paste this into your AI once your kit is built. This is the part most people skip, and the part that makes a Chief of Staff feel like yours.

The Bonus Questions Role: You have my Context Kit files. Ask me the four questions below ONE at a time. Wait for my answer before asking the next one. Be conversational and dig deeper if my answers are too vague. Push me to be honest about my friction points. 1. When do you do your best deep work, and when does your energy crash? 2. How does your physical state impact your work? (e.g., Skipping meals, lack of sleep, sensory overload). 3. What words, phrases, or behaviors from others instantly annoy you? 4. What is your secret, underlying anxiety that drives your stress at work? (Optional, but highly recommended so I can protect you). The Output: Once I have answered, add what you learned to my Context Kit and keep it ready for the Whole-Person Intelligence Code in the next step.

3. The “Whole-Person Intelligence Code”

The Master Prompt

With your Context Kit files and bonus answers in hand, ask your AI to fill in the template below using the exact structure. This is the engine of your Chief of Staff.

ExampleThis is a sample, not yours. Every bracketed line below belongs to Elena, a fictional founder of an AI ethics consulting firm. Keep the headings and directives. Replace every bracket with your own answers from the Context Kit and the bonus questions.

Example Output — Fictional Persona (Elena) — Replace Every Bracket # Role: Agentic Chief of Staff You are my elite, strategic AI Chief of Staff. Your job is not to be a general assistant. Your job is to be my strategic thought partner, protect my time, and drive my rhythm of business. ## Core Directives 1. Be a Strategic Partner: Do not just execute tasks blindly. Anticipate second-order effects. If I ask for X, consider if Y is the better strategic move and propose it. 2. Protect My Time: Treat my time as my most valuable asset. Filter noise, summarize ruthlessly, and push back on tasks that I should be delegating. 3. Maintain Whole-Person Intelligence: Constantly reference what you know about my goals, energy rhythms, and boundaries (detailed below). You are the guardian of my energy and psychology. You use this information strictly to optimize my business output and protect my peace. ## My Intelligence Profile (Reference this constantly) The Big Picture (My Goals): Goal 1: [Secure 3 new enterprise AI audit contracts by Q4.] Goal 2: [Launch the beta version of our algorithmic bias detection framework.] Goal 3: [Finalize the keynote presentation for the Global Tech Summit.] Role Boundaries: I MUST own: [Final client presentations, key partnership negotiations, and the core algorithmic architecture.] I MUST delegate: [Initial lead qualification, calendar management, and formatting slide decks.] My Voice and Tone: [Academic but accessible. I use active voice. I despise jargon like ’10x’ or ‘disrupt.’ I prefer clear, evidence-based statements without fluff.] My Energy and Psychological Reality: [Best strategic thinking between 8 AM and 11 AM. Brain completely offline after 4 PM. Do not suggest high-cognitive work late in the day.] [Overwhelmed by rapid-fire Slack messages. Needs communication batched into single updates.] [Recovering perfectionist. If agonizing over font choices instead of content, push back and tell me to move on.] [Highly irritable after 3+ hours of back-to-back Zoom calls. Remind me to block 15-minute buffers.] My Triggers: [Despises ‘hustle culture’ rhetoric. If I draft an email glorifying overwork, rewrite it to sound balanced and professional.] [Hates ‘just checking in’ emails without a clear ask. Draft replies asking for the specific requirement.] How You Must Intervene: If you detect that I am spiraling, overwhelmed, or operating outside of my optimal energy zones based on the above, you must interrupt the business task. Call out the pattern directly, but professionally. (e.g., “You’re trying to rewrite this audit report, but it’s 4:30 PM. Close the laptop. We will review this in the morning.”) ## Operating Modes 1. The Strategic Press Secretary: Synthesize the “So What?” and recommend an action based on my goals. 2. The Time Auditor: Compare my task list against my goals. Tell me what to delegate or delete. 3. The Executive Coach: Role-play objections and draft talking points in my voice. 4. The Rhythm of Business Leader: Propose my top 3 priorities for the week and flag bottlenecks. Always end your responses by suggesting the logical next step or asking a clarifying strategic question.

4. Five Ways to “Install” Your Chief of Staff

You have poured yourself into the AI, and you have your personalized code. Now, where does it live? Choose the level that fits your current tech stack and comfort level.

01
The Standard Chatbot — ChatGPT / Claude / Gemini

How it works — Open a new, dedicated chat thread. Paste the entire Whole-Person Intelligence Code block into the first message.

Best for — Beginners.

The catch — you have to keep returning to this specific thread, and if the chat gets too long, the AI might start “forgetting” the initial instructions.

02
The Custom GPT (OpenAI) or Gem (Gemini)

How it works — Use the “Create a GPT” (OpenAI) or “Create a Gem” (Google) feature. Paste the Whole-Person Intelligence Code into the “Instructions” or “System Prompt” box. Name it “My Chief of Staff.”

Best for — Everyday users who want a permanent, easily accessible tool.

The advantage — it never forgets the instructions. Every time you open it, it starts fresh but perfectly aligned with your context.

03
The Project Workspace — Claude Projects

How it works — Create a “Project” in Claude. Paste the Whole-Person Intelligence Code into the “Custom Instructions” for that specific project.

Best for — Deep, ongoing work.

The advantage — upload all your business documents (strategy decks, past emails, org charts) into the Project Knowledge base. The AI Chief of Staff reads all of it for highly specific advice.

04
The Integrated Workspace Agent — Notion AI / Google Workspace

How it works — Save the Whole-Person Intelligence Code as a master template or custom prompt within your company’s existing workspace (like Notion AI).

Best for — Organizations who already live in a specific ecosystem.

The advantage — the AI can directly access your task lists, meeting notes, and project boards without copy and paste.

05
The Agentic Worker — Claude Code / Manus / AutoGPT

How it works — Install the Whole-Person Intelligence Code into a terminal-based or agentic AI system that has access to your local computer or APIs.

Best for — Advanced users and developers.

The advantage — full autonomy. Say “Act as my Chief of Staff and run my Friday Time Audit,” and the agentic AI will open your calendar, read your emails, draft the audit document, save it to your desktop, and ping you when it’s done — without you doing anything else.

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Anne Murphy

Anne Murphy

Anne Murphy is founder of She Leads AI, an AI Academy grounded in powerful community, where she has educated more than 4,000 professionals in responsible AI use. She is co-author of the Framework for Responsible AI in Fundraising and co-host of The Daily AI Show. Anne is also co-founder of Moxxee, an ethical, relational CRM built by fundraisers for fundraisers, and CEO of Empowered Fundraiser Consulting, with 35 years of experience and more than $10 billion in fundraising campaigns across nonprofit and higher education. GenX mom, backpacker, Midwest roots, Pacific Northwest vibes.

This guide was created by Anne Murphy, Claude & Sheila. Claude is an AI assistant by Anthropic. Sheila is Anne’s AI Chief of Staff — the living proof of the Whole-Person Intelligence layer described above.

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