Step 1: Set up your Claude Project

Sage_AI runs as a Claude Project. A Project holds the instructions and the product context that turn Claude into a product management assistant. A free Claude account is enough to start.

Create the Project

Go to claude.ai and sign in. The link opens in a new window. If you do not have an account yet, create one. It is free.
Open Projects, from the left side of the screen or at claude.ai/projects.
Choose New Project, in the upper right corner.
Name it for your product.
In the description box, copy and paste the text below, then edit it. Replace [your_name] and [product_name].

The Claude Projects page with the New Project button in the upper right corner marked.

Sage_AI product management assistant supporting [your_name] in the management of [product_name] following the M-PaX operating system for commercial motion.

Leave the instructions empty for now. You add them in step 3.

Connect Google Drive

Sage_AI reads your documents live from Google Drive, so Claude needs access to your Drive.

In Claude, choose your name at the bottom left, then Settings.
Under Customize, choose Connectors.
Find Google Drive and choose Connect. If you do not see it, open the Discover tab and search for it.
Sign in with the Google account you use for your documents, and allow access. When Google Drive shows a check mark, it is connected.

The Claude Connectors screen. Settings, Customize, and Connectors are marked, and Google Drive shows a check mark as connected.

When done, follow the link to the next step.

Back, Start Here | Next, step 2