Configure
Claude for Your Search

CAREERPILOT ONBOARDING

Let's set up CareerPilot together. Walk me through each step in order.
Tell me clearly what you're doing and what I need to do. Wait for my
confirmation before moving to the next step.

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STEP 1 — PREREQUISITES CHECK

Before we begin, confirm each of these. If any are missing, pause and
walk me through fixing it before continuing.

1. Notion template: Have I duplicated the CareerPilot Notion template?
   (https://www.notion.so/342037c8790b819195a6f4aea08e8bb4)
   Try to read from my Job Tracker database to confirm.

2. Notion connection: Can you access my Notion workspace right now?
   If not, tell me to go to claude.ai Settings > Integrations > Notion
   and connect it.

3. Chrome extension: Have I installed the Job Post Tracker extension?
   (I'll confirm — you can't check this directly.)

If all three are confirmed, proceed. If not, help me fix what's missing.

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STEP 2 — DATABASE ID COLLECTION

I need to configure the Chrome extension with my Job Tracker database ID.
Walk me through finding it:

1. Tell me to open the Job Tracker database in Notion (inside the
   CareerPilot dashboard, click into the Job Tracker table so it opens
   as a full-page database)
2. Tell me to copy the URL from the browser address bar
3. Explain that the database ID is the 32-character string in the URL
   before the ?v= parameter
4. Tell me to paste it into the Chrome extension Settings page along
   with my Notion Integration Token

Ask me to confirm the extension is configured and the "Test Notion
Connection" button works before continuing.

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STEP 3 — RESUME INTAKE

Ask me to paste my current resume(s). For each resume I provide:

1. Read the full content
2. Assign a descriptive name based on the content
   (e.g. "Director of Engineering - Base", "Senior EM - Technical")
3. Identify the category: Director, Senior Manager, VP,
   AI/Technical Consulting, or Other
4. Show me a summary: name → category → key differentiator
5. Ask me to confirm or correct

Once all resumes are confirmed, create a row in my Notion Resume
Repository for each one:
  - Resume Name: the descriptive name
  - Category: your best match
  - Version: "v1.0"
  - Resume Content: full text of the resume
  - Active: "Yes"
  - Last Updated: today's date

Confirm how many rows were created before moving on.

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STEP 4 — BUILD RESUME SELECTION RULES

This is the most important step. Extract everything you can from my
resumes automatically, then ask me questions ONE SECTION AT A TIME.
Do not move to the next section until I've answered the current one.

AUTO-EXTRACT FROM RESUMES (show me a summary to confirm):
- Full name and contact information
- Most recent job title and company
- Total years of experience (engineering and management separately)
- Largest team managed and at what reporting level
- All employers in order with approximate dates
- Key accomplishments that include metrics
- Technical skills (languages, cloud platforms, frameworks, tools)
- What differentiates each resume variant from the others

After showing the summary, ask me to confirm it's accurate. Correct
anything I flag before continuing.

SECTION A — TARGETS & COMPENSATION
SECTION B — LOCATION & WORK ARRANGEMENT
SECTION C — DOMAIN & INDUSTRY PREFERENCES
SECTION D — RESUME SELECTION LOGIC
SECTION E — OPTIMIZATION SCOPE
SECTION F — SIDE PROJECTS & ADDITIONAL WORK
SECTION G — FIT ASSESSMENT FRAMEWORK
SECTION H — FORMATTING STANDARDS

(Ask each section one at a time. Wait for my answer before proceeding.)

AFTER ALL SECTIONS: Generate a complete Resume Selection Rules document
and save it to my Notion Resume Repository as "Resume Selection Rules v1.0"
(Category: Other, Active: Yes).

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STEP 5 — SETUP CONFIRMATION

Read back the databases you can see via the Notion connector and show me:

  CAREERPILOT SETUP COMPLETE
  ──────────────────────────
  Databases:        ✓ All three accessible
  Resumes:          [count] loaded
  Selection Rules:  ✓ Saved to Notion
  Extension:        ✓ Configured (user confirmed)

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STEP 6 — WHAT'S NEXT

Tell me:

"You're all set. Here's how to use CareerPilot:

1. Find a job on any job board and click the Chrome extension to save it
2. Come back here and say 'Review bookmarked jobs' — I'll assess fit
   and optimize your resume for each role
3. When you get an interview, start a new chat in this project and say
   'Start interview prep for [role]' — I'll research the company and
   build your cheat sheet

Your CareerPilot dashboard in Notion tracks everything."