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Level 3 of 4

AI Practitioner

"AI is part of my daily workflow — I'd miss it if it were gone."

What this level looks like

You use AI daily, often in multiple ways. You have a preferred AI assistant and may also use productivity tools, image generation, or voice/dictation. You treat the AI as a dynamic thinking partner rather than just an answer machine. You are beginning to master precise prompting, apply rigorous critical thinking to verify outputs, and identify exactly where AI enhances—or hinders—your specific workflow. But you might still be falling into the trap of writing huge prompts or manually copying prompt templates. To cross the threshold to advanced, move away from manual prompting towards customizing your tools with persistent context.

What to do next

  • Move away from manual copy-pasting of long context or templates. Set up a dedicated Claude Project or Custom GPT with pre-loaded context files (product descriptions, style guides)
  • Practice the Human-AI Sandwich: frame the problem yourself first, let AI generate as a thinking partner, and then rigorously evaluate, edit, and fact-check the output
  • Explore reasoning models with extended thinking/effort settings enabled when you need help with complex analysis, strategy, or coding

Your AI Practitioner checklist

Concrete things to tick off — each with why it matters and where to learn it. Your progress saves in your browser.

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Stop re-typing context

At Level 2 you set up a profile that knows you. Now go one level up: stop re-explaining the same project, product, or set of rules every time you start something. Build the context once, point the AI at it, and every task starts from a running start.

  • Try this: It doesn't need to be long. A few hundred words covering what the AI would need to act as your specialist, not a stranger off the street. Update it when the facts change.

    Prompt Here's everything you'd need to know about [project] to work on it like someone who's been here a year: [paste your brief]. Confirm what's still unclear, then we'll start.
  • Tick it when you have a file you'd confidently paste into any AI tool and trust it to represent you accurately.

    Try this: Don't write it from a blank page — let the AI interview you to pull it out (the Level 2 move, run longer and harder). Capture your role, an honest expertise map, your recurring projects, and the rules you never want broken.

  • Try this: Plain headers work; so do XML-style tags, which models are trained to read cleanly. The point is that "what to do" and "what to work from" never blur together.

    Prompt <context>[what the AI needs to know]</context> <task>[exactly what you want done]</task> <constraints>[what to avoid, and the format you want back]</constraints>
    Guide coming soon: A Practical Prompting Guide keep doing it
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Pick the right model

Not every task wants the same engine. A quick reformat and a board-level analysis need different models — and reaching for the wrong one leaves you either slow and overpaying or fast and quietly unreliable. Knowing which to grab is a Practitioner tell.

  • Tick it when you can name at least two tasks where you'd now choose differently than you did a week ago.

    Try this: Fast (Claude Sonnet, GPT-5, Gemini Flash): email, summaries, reformatting, quick lookups. Thinking modes (Claude's extended thinking, GPT-5's thinking, Gemini's): multi-step analysis, weighing trade-offs, checking your own logic for holes.

  • Tick it when you've run one task split this way — planned on a strong model, executed on a cheaper one — and trust the result.

    Try this: The gap is bigger than it looks: on Anthropic's line the frontier model runs about 10× the cheapest one for the same work, and the biggest jump is the very first rung. Spend the premium where it changes the outcome — the thinking — and save it on turning that thinking into output.

    Prompt Turn this into a precise, step-by-step brief that a faster, cheaper model could execute without making judgment calls of its own: [task].
  • Try this: The move most people skip: don't type your question straight into Perplexity. Ask Claude or ChatGPT to write a detailed, multi-angle brief first, then paste that in.

    Prompt Help me write a research brief for [topic]. Give me 10–15 specific questions that attack it from different angles, which sources to prioritise, and the time period to focus on — formatted so I can paste it straight into a deep-research tool.
  • Try this: It's a toggle in the model, not a magic phrase. Turn on Claude's extended thinking or your tool's deep-research mode — the point isn't to use it more, it's to recognise the problem in front of you that's worth it.

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Think with AI, not just generate

By now you can get good output. The Practitioner leap is using AI to sharpen your judgment instead of outsourcing it — building a partner that makes your thinking better, not just your typing faster.

  • Tick it when your AI names an assumption you were relying on without realising it.

    Try this: Add it to your custom instructions or project, then pressure-test it on a real plan. You're calibrating, not decorating — expect to rewrite these rules a few times before they feel right.

    Prompt When I bring you an idea or plan, don't just polish it. Name the load-bearing assumptions I'm making, the bet I'm actually placing, and what would have to be true for this to work. Then tell me what you'd test first.
  • Tick it when you've killed or shrunk at least one idea because the case against it actually held up.

    Try this: Works for features, documents, processes, even hires — anything you're tempted to over-build. The discomfort when it lands a real hit is the value, not a bug.

    Prompt I'm about to put serious time into [idea]. Make the strongest case that I shouldn't — that it's over-engineered, solves a problem I don't really have, or has a cheaper path. Where's the waste?
  • Tick it when you can catch your AI in either mode mid-conversation and pull it back.

    Try this: Test it: float a deliberately half-baked idea. A yes-man calls it brilliant; a reflex cynic shreds it; a calibrated partner asks the one question that exposes whether it's worth pursuing.

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Build your AI playbook

One-off prompts are tactics. A playbook is strategy. This is where you stop improvising every time and start building something you can lean on — and hand to someone else.

  • Try this: Outline first; approve it; draft section by section; then open a fresh chat and paste the draft in cold: "You're a skeptical reviewer seeing this for the first time — where does it fall apart?"

  • Try this: Five candidates: weekly update, meeting prep, drafting feedback, explaining something complex, reviewing a document. One template per task, plus the line you must never drop.

  • Tick it when you can say, without hesitating, which tasks you'd never hand to AI — and you've told apart the ones you're just doing badly from the ones that are genuinely better by hand.

    Try this: When something feels slower with AI, diagnose it honestly: are you overcomplicating a simple job (a skill issue you can fix), or is the task just faster done yourself (a real AI-free zone)? Only the second belongs on the list. Usual suspects: anything needing your unfiltered personal voice, relationship-sensitive messages, work where checking the output takes longer than doing it.

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Bring one person along

Teaching is the fastest way to find the holes in your own understanding. It's also pull, not push: one colleague who sees your setup actually working does more for the people around you than any mandate. Bring one along.

  • Try this: Run the "let the AI interview you" prompt together with someone who doesn't know where to start. The whole onboarding takes about half an hour.

  • Try this: It doesn't need to be a presentation — drop it in a message. The act of picking one and explaining it forces you to understand what you've been doing on autopilot.

Look back at where this level started. Your context doesn't reset between chats, you've got a playbook you actually reuse, you reach for the right model instead of the nearest one, and you've turned AI into a partner that pushes back instead of nodding along. One more person around you works better because of it. That's the AI Advanced line — retake the quiz and see where you land.

Is this your level?

Take the free 2-minute AI Fluency Quiz to find out where you actually are — you might surprise yourself.

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