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What you'll accomplish

By the end of this guide, you'll have Claude set up with your site's post orders loaded as a knowledge base. Instead of digging through a 40-page PDF to find the right procedure, you'll ask a plain-English question and get the exact answer in seconds — available anytime from your phone.

What you'll need

  • A free Claude account at claude.ai (sign up with your email)
  • Your site's post orders document (PDF, Word, or text — ask your supervisor for a copy)
  • Time needed: 30 minutes for setup; 2 minutes per query afterward
  • Cost: Free (Claude free tier)

How-To Guide: Set Up Your Post Orders AI Assistant

Step 1: Create a free Claude account

Open your phone browser and go to claude.ai. Tap Sign Up, enter your email address, verify it, and set a password. You're now on the free plan — which is all you need for this guide.

What you should see: The Claude home screen with a chat interface and a text box at the bottom.

Troubleshooting: If you already have a Claude account, just log in. If you prefer ChatGPT, this same guide works — the feature is called "GPTs" on ChatGPT and requires a $20/mo Plus subscription.