Automation Rabbit
0 / 27 steps complete
Free Resource
Automation Rabbit: Claude Setup Guide

Set up Claude like
a full team.

A free step-by-step guide to installing Claude so it works with persistent memory, runs multiple tasks at once, and learns your specific projects over time. No technical background required.

0 completed
27 total steps
~60 min to finish

Your progress

0 of 27 steps complete · 0%

Before vs. after: what actually changes

This isn't just a better chatbot. It's a fundamentally different way of working. Understanding the shift helps you use the system correctly.

Before this setup

Claude forgets everything when you close the window
You re-explain your project every single session
One task at a time, and you're always the bottleneck
You have to be present for every step
Generic responses with no knowledge of your work
Multiplies your effort by maybe 2×

After this setup

Claude reads your full project context before every session
Knows your products, priorities, and preferences automatically
Multiple agents work in parallel on the same goal
Assign from your phone, come back to finished work
Learns your codebase and gets smarter over time
Operates like a team, not a tool
Persistent memory

Claude reads a briefing file before every session. It already knows who you are, what you're building, and what the priorities are.

Parallel agents

One command spins up multiple agents simultaneously: one building, one reviewing, one documenting. Like a real team.

Phone → desktop

Assign tasks from your phone. Claude picks them up on your desktop and works while you're in meetings or on the move.

Gets smarter over time

Skills generated from your codebase make Claude more accurate the longer you use it. It learns your patterns, not generic ones.

Complete setup checklist

Follow every step in order. Check them off as you go. Steps marked Mac or Windows: skip the ones that don't apply to your computer.

Phase 1
Download & Install
Everyone · ~15 min
0 / 5
Step 1 Download the Claude Desktop app Everyone Start here

This is where you'll do most of your work. The desktop app is different from the website. It supports plugins, memory, and multi-agent features the browser can't do. Go to claude.com/download, click your operating system (Mac or Windows), download the file, and open it to install. Sign in with your Anthropic account when it opens.

After installing, open the app. You should see tabs at the top that say Chat, Cowork, and Code. If you see those three tabs, you're in the right place.
Claude Desktop installed and I'm signed in
Step 2 Confirm you're on a paid Claude plan Everyone

The free plan won't work for this setup. Open the Claude app. Your plan is shown in the bottom-left corner. You need Pro ($20/month minimum), Max, Team, or Enterprise. If you're on the free plan, upgrade at claude.ai before continuing.

I'm confirmed on a paid plan
Step 3 Install Git Everyone

Git is a free tool used to download files from the internet. Go to git-scm.com/downloads, click your operating system, download the installer, and run it with all the default settings (just keep clicking Next).

Mac shortcut: Press Cmd + Space, type "Terminal", press Enter. In the window that opens, type git --version and press Enter. If you see a version number, you already have it, so skip to step 4.
Git installed (or I already had it)
Step 4 Install Node.js Everyone

Node.js is a free tool that lets you install programs from the command line. Go to nodejs.org, click the big green button that says "Recommended For Most Users" (the LTS version), download it, and install with all defaults.

Already have it? Open Terminal (Mac) or Command Prompt (Windows: Windows key → type "cmd" → Enter). Type node --version and press Enter. If you see "v20.x.x" or similar, you're good.
Node.js installed (or I already had it)
Step 5 Open Terminal or Command Prompt Everyone

This is the text window you'll type commands into for the next few steps. It looks plain but it's just a faster way to give your computer instructions.

Mac: Press Cmd + Space, type "Terminal", press Enter.
Windows: Press the Windows key, type "cmd", press Enter. For some steps you may need to right-click and choose "Run as administrator."
Terminal / Command Prompt is open
Phase 2
Download the ECC Files
Terminal required · ~5 min
0 / 4
Step 6 Download the ECC rule files Everyone

ECC (Everything Claude Code) is a free set of behavior rules and skills that dramatically improve how Claude works. Copy the command below, paste it into your Terminal window, and press Enter.

git clone https://github.com/affaan-m/everything-claude-code.git
You'll see a progress indicator. Finishes in under 30 seconds. If you see a "fatal" error, make sure Git is installed (step 3).
Downloaded successfully, no error shown
Step 7 Copy rules to the right folder (Mac) Mac only

Run these two lines one at a time in Terminal. The first creates a folder, the second copies the rules into it.

mkdir -p ~/.claude/rules
cp -r everything-claude-code/rules/common ~/.claude/rules/
Rules copied (Mac), or skip if on Windows
Step 8 Copy rules to the right folder (Windows) Windows only

Run these two lines one at a time in Command Prompt.

mkdir %USERPROFILE%\.claude\rules
xcopy /E /I everything-claude-code\rules\common %USERPROFILE%\.claude\rules\common
Rules copied (Windows), or skip if on Mac
Step 9 Install Claude Code (the command-line tool) Everyone

Claude Code is a separate tool from the desktop app. It runs inside Terminal and powers the multi-agent features. Paste the line below into Terminal and press Enter.

npm install -g @anthropic-ai/claude-code
Windows permission error? Close Command Prompt, right-click it in the Start menu, choose "Run as administrator", then try again.
Claude Code installed successfully
Phase 3
Launch & Install the Plugin
Terminal required · ~10 min
0 / 5
Step 10 Launch Claude Code for the first time Everyone

In Terminal, type the word below and press Enter. Claude Code opens inside your Terminal window. It shows a setup screen. Pick option 1 (Dark mode) and press Enter. It signs you in automatically through your browser.

claude
You know it worked when you see "Welcome back [your name]" with your email and plan shown.
Claude Code is running, welcome screen visible
Step 11 Add the ECC marketplace Everyone

While inside Claude Code (after the welcome screen), paste this and press Enter. This connects Claude Code to the ECC library of skills and agents.

/plugin marketplace add https://github.com/affaan-m/everything-claude-code
You should see: "Successfully added marketplace: ecc"
If Claude does something else instead, you may still be in regular Terminal rather than inside Claude Code. Run claude first (step 10), then try again.
Marketplace added, success message shown
Step 12 Install the ECC plugin Everyone

Still inside Claude Code, paste this and press Enter. This installs 43 skills, 13 agents, and 31 commands: the full toolkit that makes everything else in this guide possible.

/plugin install ecc@ecc
Takes 10–30 seconds. You'll see a confirmation message when it's done.
Plugin installed, confirmation shown
Step 13 Run your first system check Everyone

This checks whether everything is configured correctly and gives you a personalized report showing what's working and what still needs attention. Read through the results. It's your starting point.

/harness-audit
Audit complete, results reviewed
Step 14 Install Claude on your phone Everyone Don't skip

Download the Claude app from the App Store (iPhone) or Google Play (Android). Sign in with the same account you use on desktop. This lets you assign tasks from anywhere while Claude works on your desktop in the background.

Claude installed on my phone and signed in
Phase 4
Build Your Project Memory
Most impactful · ~15 min
0 / 4
Step 15 Write your global briefing file Most important step

This is the single most impactful thing in this entire guide. Every agent reads this file before doing anything. Think of it as an employee onboarding document. The more detail you put in, the better every agent performs. Run this command, then open the file it creates and fill it in.

/init
Write in it: who your company is, all active projects and their stage, your role, your communication style, and any rules that never change, for example: "always ask before deleting files," "never share client data," "we use metric units." The more detail, the better every agent performs.
Global briefing file created and filled out
Step 16 Navigate to your project folder in Terminal Everyone

In Terminal, type cd followed by the path to your project folder. Replace the example below with the actual path on your computer.

cd /path/to/your/project
Mac example: cd ~/projects/my-app
Windows example: cd C:\Users\YourName\projects\my-app

Not sure of the path? Right-click your project folder → Get Info (Mac) or Properties (Windows) to find it.
Inside my project folder in Terminal
Step 17 Create a memory file for this project Everyone

This creates a project-specific briefing file inside your project folder. Fill it with: what the project is, what stage it's at, the tech stack, what's currently in progress, and the next milestone. When agents work on this project, they read both your global file and this one.

/init
Repeat steps 16–17 for every active project you have. Each gets its own memory file.
Project memory file created and filled out
Step 18 Generate project skills Everyone

This reads your actual project files and builds a skill set Claude uses automatically. Without this, Claude is a smart generalist. With this, it's a specialist in your specific codebase. Run it inside each project folder.

/skill-create --instincts
Repeat for each project. Re-run monthly as your projects grow. The skills improve over time.
Skills generated for all active projects
Phase 5
Cowork & Mobile Setup
Desktop app · ~10 min
0 / 3
Step 19 Create Cowork projects in the desktop app Everyone

Open Claude Desktop → click Cowork at the top → click New Project. Create one project for each area you work on. Point each project to the right folder on your computer. Add a brief description of what that workspace is for. Memory and context persist between sessions within each project.

Keep projects separate, one per product or major area. Never mix unrelated contexts into the same project or the agents will get confused.
Cowork projects created for all active work areas
Step 20 Connect Google Drive and Gmail Everyone

In Cowork, click the gear icon → Connectors → add Google Drive and Gmail. Claude can now pull context from your real files and emails without you manually uploading anything.

Google Drive and Gmail connected
Step 21 Test assigning a task from your phone Everyone Try it now

With your desktop app open, send a task from the Claude app on your phone. Claude picks it up and works on it while you're away. Test it immediately so you understand how it works.

Try sending this from your phone: "Summarize what's in my [project name] Cowork project and list the top 3 things that need to happen this week."

This is how you'll assign work from anywhere going forward: between meetings, walking around, anywhere.
Mobile task assigned and received on desktop
Phase 6
Activate Multi-Agent Mode
The actual power · ~10 min
0 / 6
Step 22 Set up hooks (automatic self-management) Everyone

Hooks make agents self-managing. They trigger automatically. When a session starts, Claude loads context on its own; when it ends, it writes a summary automatically; before anything ships, a quality check runs automatically. Run this and follow the prompts.

/hook-creator
Set up at minimum: a session start hook (loads your briefing), a session end hook (summarizes what was done), and a pre-commit quality gate. Takes 10 minutes and saves hours every week.
Hooks configured
Step 23 Enable Auto Accept + quality gate Everyone

In Claude Code, turn on Auto accept edits at the bottom of the chat. This lets agents move without waiting for your approval on every single change. Immediately pair it with a quality gate so nothing problematic slips through.

/quality-gate . --strict
Auto Accept alone is reckless. Quality gate alone is slow. Together they're the right balance: agents execute autonomously while a review layer catches issues before they land.
Auto Accept on + quality gate running
Step 24 Run your first real multi-agent plan Try it now

This is the moment everything comes alive. Give Claude a real goal, not a test. It breaks the goal into sub-tasks and runs multiple agents in parallel. You come back to a finished output instead of a conversation thread. Replace the example below with something real for your project.

/ecc:plan "audit the [your project] folder, identify what's incomplete or broken, and produce the top 3 priorities with reasoning" --parallel
The --parallel flag runs multiple agents simultaneously on different parts of the goal. Watch the output. This is your team operating for the first time.
First multi-agent plan executed, results reviewed
Step 25 Schedule a daily morning brief Everyone

In the Cowork desktop app → Scheduled → create a new task set to run every morning. Claude checks all your projects, summarizes what changed, flags what's blocked, and lists today's priorities, before you open your laptop.

Suggested prompt: "Check all active Cowork projects. Summarize what changed yesterday, what's currently blocked, and list the top 3 priorities for today." Set it to run 30 minutes before you typically start work.
Morning brief scheduled and tested
Step 26 Activate continuous learning Everyone

As you use Claude, it observes patterns in your work. These two commands let you see what it's learned and lock those observations into permanent skills that improve every future session.

/instinct-status
/evolve
Run /evolve once a week. Add it to a Friday routine: run /instinct-status to see what's been learned, then /evolve to lock it in. Your system gets measurably better at your specific work over time.
Continuous learning activated, first /evolve complete
Step 27 Your daily starting command Ongoing habit

You're set up. Start each morning with this, replacing the project name with whatever you're focused on. It orients all agents toward today's highest-leverage work based on the actual current state of your project.

/ecc:plan "what are the 3 most important things to accomplish on [your project] today based on current state and priorities" --parallel
I understand how to use this daily. Setup complete.

10 highest-leverage things to do right now

These are the actions that compound the most. Do them in order. Each one builds on the last.

01 Write your global briefing file like an employee onboarding doc Most important
Every agent reads this before doing anything. If it's empty, you get a generic Claude. If it's detailed, you get a Claude that already knows your business before you type a word.

Include: who your company is, all active projects and their stage, your role, your communication preferences, and rules that never change. Treat it like you're briefing a new senior hire on their first day.
02 Write a project memory file for every active project Critical
The global file sets company context. Project files set product context. When an agent is working on something, it reads both, before touching a single file.

Navigate into each project folder, run /init, and fill it out: what the project is, what stage it's at, the tech stack, what's currently broken, and what the next milestone is.
03 Run /skill-create --instincts in every project folder Critical
This transforms agents from smart generalists into specialists who know your code. It reads your file structure and builds muscle memory specific to how your project was built.

Navigate into each project and run the command. Re-run it monthly as your codebase evolves.
04 Run your first /ecc:plan on a real task with --parallel High impact
This is the mental model shift. You stop giving Claude tasks and start giving it goals. It breaks the goal down, assigns sub-tasks to multiple agents, and runs them in parallel. You come back to a completed output, not a conversation thread.

Pick something real, not a test. Watch the parallel execution happen.
05 Configure hooks so agents manage themselves Automated
Without hooks, you're still babysitting every session. With hooks, agents load their own context when they start, write their own summary when they finish, and run quality checks before anything ships.

Run /hook-creator. Set up at minimum: session start hook, session end hook, and pre-commit quality gate. Takes 10 minutes and saves hours every week.
06 Schedule a morning brief in Cowork Automated
You currently start every day figuring out where things stand. This flips it: Claude produces the brief before you open your laptop. You walk in already knowing what's blocked, what changed, and what needs attention.

Cowork desktop → Scheduled → create a daily task. Set it to run 30 minutes before you typically start work.
07 Use your phone to assign tasks between every meeting High impact
The gap between meetings is dead time right now. With Claude on your phone, it becomes directed work time. You assign from your phone, Claude executes on your desktop, and by the time your next meeting ends, the task is done.

Every time you're walking between meetings or waiting somewhere, open Claude on your phone and assign something. Small inputs, real outputs.
08 Enable Auto Accept + quality gate simultaneously Automated
Auto Accept without a quality gate is reckless. Quality gate without Auto Accept is slow. Together they're the right balance: agents move fast and autonomously while a review layer catches problems before they land.

Turn on Auto Accept in the Code tab. Run /quality-gate . --strict in the same session.
09 Run /evolve every week to lock in what Claude is learning Team leverage
Every session, Claude observes patterns in how you work. /evolve converts those observations into permanent skills. Your system gets measurably better every week.

Add it to your Friday routine. Run /instinct-status to see what's been learned, then /evolve to lock it in.
10 Treat yourself as director, not operator Team leverage
The biggest mistake after setup is still using Claude like a chatbot, asking for one thing at a time, staying in the loop for every step. That's the old model.

Give goals, not tasks. Set quality gates, not approval chains. Read summaries, not transcripts. Your job is to define the outcome and evaluate the result, not manage every step in between.