Free Guide · For dentists, practice owners and managers

Your AI Chief of Staff

A brief before your first patient, replies drafted in your own voice, and your week ahead every Sunday. It reads, drafts and reminds. You decide.

With Claude, your Gmail and your diary. Set it up once, then read your brief each morning.

The guide
At 7:00 a morning brief builds itself: today's diary, what needs you, three replies drafted, three things to do today and one thing it's chasing. It drafts. You decide.At 7:00 a morning brief builds itself: today's diary, what needs you, three replies drafted, three things to do today and one thing it's chasing. It drafts. You decide.

Your day is full before you open the laptop. A lab asking about a shade, a rep chasing a meeting, the accountant waiting on a form, a CPD you meant to book. None of it is hard. It just never stops, and it lands at 9pm.

This sets up a chief of staff inside the Claude you already pay for. Every morning it reads your inbox and your diary and hands you one brief: today, what needs you, what it has drafted, three things to do, and what it's chasing. At the end of the day it sweeps up. On Sunday it lays out your week. It never sends anything. You read, change and press send.

Patient data: On Claude Pro or Max, connect only an inbox patients don't write to: your own, or a marketing inbox. The practice inbox where patients write goes in only on a business plan your practice has a data agreement for (Claude Team or Enterprise). In the US, with protected health information, only Claude Enterprise with the business associate agreement accepted. Switch off training first (Step 1), and check with whoever leads on data protection. Patient data: the rules.

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