AI Tools Setup Checklist: Get Started in Under 1 Hour

Quick Summary: Everything you need to set up your AI toolkit from scratch. 10 actionable steps below.

1. Create a ChatGPT account (Free)

Go to chat.openai.com, sign up with Google or email. Free tier gives GPT-4o access.

2. Create a Claude account (Free)

Go to claude.ai, sign up. Free tier includes Claude 3.5 Sonnet.

3. Install Grammarly browser extension

Visit grammarly.com, install the Chrome extension. Works on every website automatically.

4. Set up Canva account (Free)

Go to canva.com, sign up. Free tier includes thousands of templates and basic AI features.

5. Configure ChatGPT Custom Instructions

Go to Settings > Custom Instructions. Add your role, writing style, and output preferences.

6. Create your first prompt template

Write a reusable prompt for your most common task. Save it in a document for quick access.

7. Set up a Perplexity account (Free)

Go to perplexity.ai for AI-powered research with cited sources.

8. Install a code AI tool (if you code)

GitHub Copilot ($10/mo), Cursor ($20/mo), or Codeium (Free) for AI-assisted coding.

9. Bookmark your AI dashboard

Create a browser bookmark folder with all your AI tool URLs for quick access.

10. Track your time savings

Start a simple spreadsheet to track hours saved. This helps justify paid subscriptions later.

How to Use This Checklist

  • Work through items in order — each builds on the previous step
  • Do not skip the free tier testing — it prevents wasted subscriptions
  • Bookmark this page and revisit weekly to track your progress
  • Share with colleagues who are getting started with AI tools

FAQ

How long does this take?

Most people complete the full checklist in 1-2 hours. You can also spread it across a week, doing 2-3 items per day.

Do I need to pay for anything?

No. Every item can be completed with free tools. Paid subscriptions are optional upgrades once you have validated the value.

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