M.A.I. Consulting
Level 4 of seven · free page

Level 4: Set up

Load your context once, in Projects, custom instructions and Skills, so nothing is briefed twice and quality stops depending on who asked.

2 daysdelivery days from level 3
30 to 40% on tasks in scopeplanning assumption
EUR 1,600this step, per group of up to nine
Who this level is for

Three people who need exactly this, and nothing more.

NGO and international-organisation staff

You re-upload the same logframe, template and donor rules every week, and two colleagues get different quality from the same request.

Employee in a small organisation

You are the person the team asks to "run it through the AI". The method lives in your head and the templates live in your downloads folder.

Student or recent graduate

Thesis year or a first job: the same citation style, the same supervisor's rules, the same house format, re-explained in every chat.

Understand

The background, kept to the minimum sufficient.

Free knowledge, written for a non-technical reader. If you can explain each of these to a colleague in a sentence, you have the background this level needs.

Do

The skills.

  • Build a Project for one recurring workstreamIts reference documents and its instructions. One workstream: donor reporting, board papers, the thesis. Not one Project per task and not one per person.
  • Write custom instructionsWho you are, who you write for, tone and format defaults, what to refuse, when to ask a clarifying question. Encode it once.
  • Build or adopt one SkillFor a task your team repeats weekly: a report format, a review checklist, a translation review. One page: when to use it, inputs, steps, output, checks.
  • Share set-ups with colleagues and keep a versionA date in the file name and a changelog line at the top. A set-up that only you can use is not finished.
Tools

What you need, and only that.

Claude Projects and Skills, Copilot Notebooks and agents, Gemini Gems, and custom instructions in any assistant. One read-only connector to the folder the workstream actually uses. Nothing more at this level.
Proof

How we know you are there.

Proof of level 4. One Project and one Skill that a colleague can use without you, producing the same quality on the same task. The test is a colleague running it cold.
Risks that enter here

New at this level, and taught with their refusal cases.

  • A Project that contains data the whole team should not see. Sharing a workspace shares its files.
  • Stale reference files: last year's template still shaping this year's output.
  • Instructions that silently bias every output: a tone rule, a banned word, an assumption that was right once.
  • Connectors that read more than intended, because a drive was connected where a folder would have done.
Skip for now

What the free content pushes at you that you do not need yet.

  • Building agents
  • MCP
  • Automation platforms
  • The terminal

Not useless, just not yet. Each of these appears at the level where it earns its place, or in a different course.

Cheat sheet

Level 4 on one page.

Print it, pin it next to the screen, and hand it to the colleague who asks how you do it.

Level 4 · Set upM.A.I. Consulting · mai4consulting.com/use-cases/level-4/
ItemRule
One Project per workstream"Donor reporting", "Board papers", "Thesis". Not per task, not per person.
What goes inThe template, the last two good examples, the rules document, the glossary. Nothing with personal data.
Instructions, not wishes"Always cite the page number." "Never invent a figure; write 'not in source'." "Ask one question before drafting if the audience is unclear."
Custom instructions (you)Who you are, who you write for, tone, format defaults, what to refuse.
A Skill is a methodTrigger (when to use), inputs, steps, output format, checks. One page.
MemoryKnow whether it is on. Turn it off for sensitive work. Review what it kept.
Connector, read-onlyName the folder, not the drive. List what it can see before you connect.
Version itDate in the file name; a changelog line at the top of the instructions.
Stale checkReview reference files every quarter. Delete superseded ones.
Bias checkRun one task with and without the instructions. Read the difference.
Share testA colleague runs the same task cold. Same quality? Then it is done.
Example prompts

Realistic, for the work this audience actually does.

Square brackets are yours to fill. Every example keeps personal data out and keeps the decision with the person.

Project instructions: donor reporting

This Project is for progress reports to [funder]. Files: the logframe, the reporting template, the last two accepted reports, our style guide. Always: follow the template headings; take figures only from the results table I attach in each chat; cite the table row for every figure; write "not in source" rather than estimate. Never: invent a figure, name a beneficiary, change an indicator definition.

Why it works: The rules are written once, the files carry the standard, and the red lines are in the instructions rather than in someone's memory.

Custom instructions: a programme officer

I am a programme officer at an international NGO. I write for donors, partners and my director, in plain British English. Default format: headings, short paragraphs, a figure table wherever there are numbers. Ask me one clarifying question before drafting if the audience or purpose is unclear. Do not use the words "impactful", "leverage" or "synergy". When you are not sure, say so.

Why it works: Audience, tone, format and refusal behaviour encoded once; every chat starts from here.

A Skill: translation review

Skill: Translation review. Use when I attach an original and a translation. Steps: 1) align paragraph by paragraph; 2) list meaning differences, mismatched numbers and dates, and departures from the glossary in this Project; 3) rate each item high, medium or low; 4) do not produce a new translation. Output: a table, then a three-line summary.

Why it works: A weekly task turned into a method with a fixed output, so two colleagues get the same review.

A Skill: board paper summary

Skill: Board paper summary. Use when I attach a board paper. Output, under 300 words: the decision requested; three points the trustees must know; the risks named in the paper; what is missing. Quote the page for each point. Flag any figure that appears without a source.

Why it works: The format the trustees asked for, with the checks built into the Skill rather than remembered afterwards.

Project instructions: a master's thesis

This Project is my master's thesis on [topic]. Files: the proposal, the supervisor's comments, the citation guide, the literature matrix. Always: quote with page number when I ask for evidence; keep the citation style in the guide; tell me when a claim in my draft is not supported by anything in the matrix. Never: add a reference that is not in the matrix.

Why it works: The matrix is the only allowed source of references, which closes the door on invented citations.

A read-only connector, scoped

You can read the "Reports 2026" folder only. Before we start, list the files you can see and their dates. Use the newest accepted report as the model for structure. If you find a file that looks like it contains personal data, tell me and do not use it.

Why it works: The scope is checked before use, and the connector is told what to refuse.

The share test

A colleague will use this Project without me. Read the instructions and the files, then tell me: what would you not know how to do; which instruction is ambiguous; which file looks out of date. Then draft a one-paragraph "how to use this Project" note for them.

Why it works: The proof of level 4 run as a prompt: it finds the gaps before the colleague does.

What the training looks like

2 delivery days, each with an output you keep.

Online or in person, in groups of up to nine, on your own tasks and documents. Every day ends with something that did not exist that morning.

Day 1

One Project, your instructions

Context engineering explained on your own documents. Build the Project for one recurring workstream: files chosen, personal-data check, instructions written. Write your custom instructions. Review memory settings on your plan.

OutputA working Project with its files and instructions, and your custom instructions, both in use by the end of the day.
Day 2

One Skill, shared

Write a Skill for the task the team repeats weekly; test it on two past cases and fix it. Set up one read-only connector and record its scope. A colleague runs the Project and the Skill cold. Versioning and the quarterly stale check.

OutputA Skill a colleague has used without you, the connector scope note, the version log, and your level-4 playbook entry.
Price

2 days at EUR 800 per delivery day.

EUR 1,600this step · per group of up to nine
  • Same rate for everyone. EUR 800 per delivery day, whether you come as an individual, a representative sent by your organisation, or a team. Cumulative from level 2: 5 delivery days, EUR 4,000.
  • Shared among the participants. The group price is divided among those who attend; nine people share it nine ways.
  • Online adds nothing. In person adds venue, hotel, hospitality and travel at cost, itemised on the invoice.
  • Time saved: 30 to 40% on tasks in scope. An extrapolation: no published field experiment has yet measured persistent set-ups at this scale, so this is a planning figure each engagement replaces with its own before-and-after timing at ninety days.

Is level 4 the right next step for you?

Thirty minutes is enough to place you on the ladder and say honestly whether this is the level to book. Or read level 5: Delegating next.