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
Recommended guides
The Anthropic Ecosystem: A Complete Guide to Claude's Products and Models
Everything you need to know about Anthropic's Claude — from the model family (Haiku, Sonnet, Opus, and Fable 5) to the web app, connectors, Claude Code, and Claude Cowork. A practical guide from someone who uses these tools daily.
15 min readLet the AI Interview You: How to Extract What You Actually Know
The biggest bottleneck in making AI useful isn't technology — it's getting your knowledge out of your head and into a format AI can work with. Here's a method that works, from a five-minute technique to a full team knowledge extraction process.
13 min readThe Research Pipeline: How I Use Perplexity and Claude Together
Most people use AI tools in isolation. Here's the workflow I use daily — Perplexity for sourced research, Claude for deep analysis — and why the combination is worth more than either tool alone.
13 min readYour AI Agrees With You Too Much
AI assistants have a dangerous habit: they validate whatever you say. That's not a bug you can fix with 'be more critical.' Here's what actually works — and the three failed attempts that taught us why.
15 min readExplore these categories
AI Assistants
Conversational AI tools for writing, analysis, coding, and research.
AI for Productivity
AI tools that supercharge your daily workflow — notes, meetings, presentations, and more.
AI for Coding
Code faster with AI — from autocomplete to full application generation.
Voice & Dictation
AI-powered dictation tools that let you talk instead of type — faster, smarter, and multilingual.
Worth checking out
One Useful Thing
The best newsletter on practical AI use from a Wharton professor. Clear, thoughtful, and always grounded in real experience.
(opens in a new tab)Matt Wolfe — YouTube
Excellent AI tool reviews and tutorials. Matt tests everything himself and gives honest, practical assessments.
(opens in a new tab)AI Explained — YouTube
Deep dives into AI capabilities and benchmarks. Great for understanding what models can actually do and how they compare.
(opens in a new tab)Simon Willison's Weblog
Hands-on exploration of AI tools and APIs from a developer perspective. Incredibly practical and always interesting.
(opens in a new tab)Lenny's Podcast
Product and growth podcast that frequently covers AI adoption in teams and companies. Great interviews with leaders who are actually implementing AI.
(opens in a new tab)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.
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.Project Memory in Claude ↗ one-time setup -
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.
The Setup That Makes AI Stop Being Generic → Tier 3 ↗ one-time setup -
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
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.
The Anthropic Ecosystem ↗ keep doing it -
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].Think Expensive, Execute Cheap ↗ keep doing it -
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.The Research Pipeline ↗ now and then -
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.
How to Actually Get Good at AI ↗ now and then
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.Working With AI, Not Through It ↗ keep doing it -
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?Working With AI, Not Through It ↗ keep doing it -
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.
Your AI Agrees With You Too Much ↗ keep doing it
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?"
Working With AI, Not Through It ↗ keep doing it -
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.
How to Actually Get Good at AI ↗ one-time setup -
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.
Code vs. Automation vs. AI ↗ one-time setup
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.
Let the AI Interview You ↗ one-time setup -
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.
How to Actually Get Good at AI ↗ now and then
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.
Take the Quiz