Pathway 2 — Setting up

Teach AI your voice and materials

Upload your slides, plans and writing. Get outputs that sound like you — not a generic AI.

Data protection: Never upload documents containing real student names, staff names, parent contact details, medical information, SEND assessments, or any other personally identifiable information. Remove or anonymise all personal data before uploading any file.

Upload your world

When Claude or Gemini only knows what it was trained on, it gives generic answers. When you upload your materials, it learns your curriculum — and everything it produces is grounded in what you actually teach.

What to upload, and why each thing matters

Different file types teach the AI different things. The following describes what each contributes to its understanding of your teaching.

Slide decks (PDF or PPTX)
Your explanations, worked examples, diagrams and pacing
Lesson plans (DOCX)
Objectives, timing, differentiation strategies
Worksheets (DOC or PDF)
The questions you ask, how you structure tasks
Rubrics (DOC)
What quality looks like in your classroom
Parent emails (TXT or DOC)
Your tone with families — warm, formal, direct
Teaching notes (TXT)
The informal stuff — what you say out loud
Start small. Five to ten documents is enough to begin. Quality matters more than quantity — one clear lesson plan teaches the AI more than 30 loosely formatted files. Always check every document for personal data before uploading.

Transcripts and caption files — your spoken voice in text

Your lesson plans and slides show what you intended to teach. A transcript of you actually teaching shows how you explain things — the analogies you reach for mid-flow, the way you break down a difficult concept, the phrases you use when a student looks uncertain. That spoken register is often warmer, more natural, and more distinctively yours than anything you write formally.

Adding transcripts to your project gives the AI access to something no other file type provides: the voice you use in the room.

Where to get transcripts

Microsoft Teams recordings
After a recorded lesson or meeting, go to the chat, open the recording, select Open transcript, then Download as .docx. Clean up speaker labels before uploading.
Google Meet recordings
If you use Google Workspace for Education, Meet recordings saved to Drive include an auto-generated transcript. Open the transcript file in Docs and download as plain text.
Zoom recordings
In your Zoom account under Recordings, select the session and download the Audio transcript (.vtt). Rename it as a .txt file before uploading.
PowerPoint recordings
In PowerPoint, use RecordRecord Slide Show. After recording, go to FileExportExport to Video, or use the built-in transcription under Transcribe in the Insert tab.
YouTube auto-captions
If you have recorded explainer videos on YouTube, open the video, select the three-dot menu below it, choose Open transcript, then copy and paste the full text into a plain text file.
Voice memos and phone recordings
Record yourself explaining a topic you teach regularly. Transcribe it using your phone's built-in transcription app, or paste the audio file into a tool like Otter.ai or Whisper. Even a rough five-minute explanation is useful raw material.

Before you upload a transcript

Auto-generated transcripts are messy. A quick clean-up makes them significantly more useful to the AI.

  1. Remove speaker labels and timestamps. Delete lines like 00:04:21 Teacher: — they add noise without adding meaning.
  2. Remove student names. Replace any named student references with "a student" or "Student A". This is a data protection requirement, not optional.
  3. Fix obvious transcription errors. Auto-transcription gets subject vocabulary wrong — "photosynthesis" becomes "photo synthesis", "quadratic" becomes "quadratic". A quick scan fixes the worst ones.
  4. Add a short header. Add one line at the top: This is a transcript of me explaining [topic] to [year group]. It gives the AI context without requiring it to infer the purpose.
You do not need a perfect transcript. A rough, lightly cleaned transcript of you explaining a concept you teach well is more useful to the AI than a polished lesson plan — because it captures the voice you actually use, not the voice you planned to use.

How to create a Project in Claude and upload your files

The following steps get your content into a Claude Project so it is available in every conversation you start inside it.

  1. Open claude.ai (opens in new tab) and sign in to your account.
  2. In the left sidebar, find Projects and select New project.
  3. Give it a meaningful name — for example Year 9 Science or GCSE English Teaching.
  4. Select Add content and upload your files. Start with your most-used slides and two or three lesson plans.
  5. Add a project instruction — this is covered in full in phase three of this guide.
  6. Every new chat you start inside this project will automatically have access to all your uploaded files.

Setting up in Gemini, ChatGPT, and Copilot

The steps on this page are written for Claude Projects, which has the most developed file upload and project instruction system. If you use a different tool, here is the equivalent for each.

Gemini — Gems

Gemini uses Gems as its equivalent to Claude Projects. A Gem is a saved AI persona with custom instructions and, on Gemini Advanced, the ability to connect to Google Drive files.

  1. Go to gemini.google.com (opens in new tab) and sign in.
  2. In the left sidebar, select Gem managerNew Gem.
  3. Give it a name and paste your project instruction into the Instructions field.
  4. To connect files, use Google Drive integration — store your teaching files in a dedicated Drive folder and connect it to the Gem. Gemini Advanced is required for Drive integration.
  5. Save the Gem. It appears in your sidebar and retains your instructions across every conversation you start within it.

Note: Gemini's file upload within a Gem is less direct than Claude Projects. The strongest workflow is to store materials in Google Drive and reference them in your instruction: "My teaching materials are in my Google Drive folder called Teaching Resources. Use them as your primary source."

ChatGPT — Custom instructions or custom GPTs

ChatGPT offers two routes. Custom instructions (free and Plus) apply to every conversation. Custom GPTs (Plus and above) are closer to Claude Projects — a named workspace with instructions and uploaded files.

  1. Custom instructions: Go to your profile → SettingsPersonalisationCustom instructions. Paste your voice description and key preferences in the second box ("How would you like ChatGPT to respond?").
  2. Custom GPT: Select Explore GPTsCreate. In the Configure tab, paste your full project instruction into Instructions and upload your files under Knowledge.
  3. Name your GPT clearly — for example Year 10 Science Teaching — and set it to Only me for privacy.
  4. Uploaded knowledge files are available in every conversation within that GPT, equivalent to Claude's project files.

Microsoft Copilot

Copilot's setup depends on whether you are using the consumer version or Microsoft 365 Copilot through your school's tenant.

  1. Consumer Copilot (copilot.microsoft.com): There is no persistent project system. Paste your voice description and project instruction at the start of each conversation, or save it as a document you copy from each time.
  2. Microsoft 365 Copilot (school account): Copilot has access to files you have stored in SharePoint or OneDrive. Reference them directly: "Using the lesson plan I saved in my OneDrive Teaching folder, write..."
  3. For the most consistent results with Copilot, create a Word document containing your full project instruction and save it to OneDrive. At the start of each session, share the file with Copilot using @mention or by uploading it directly to the conversation.
The principle is the same across all four tools: give the AI your context, your materials, and your voice before you ask it to produce anything. The mechanics differ — the benefit does not.

Teach your voice

Your teaching voice is the combination of how you explain things, how warm or formal you are, which analogies you reach for, and what you care about. Without it, the AI defaults to a generic tone that sounds like no particular teacher at all.

Upload examples of your own writing

The most powerful thing you can do is show, not just tell. Upload real examples of your writing from different contexts — the AI will read the patterns and learn them.

Formal writing
Past reports, assessment feedback, parent letters, department documents
Informal writing
Emails to colleagues, handwritten notes typed up, verbal explanations you have drafted
Student-facing writing
Instructions on worksheets, comments on marked work, classroom slides in your words
Your go-to phrases
The specific language you reach for — "let's unpack this", "connect this back to…", "what's the bigger picture?"
Before uploading any of these: remove all names and identifying information. Replace student names with "Student A" or "a Year 10 student". Redact parent names, email addresses, and contact details. Do not upload any document containing SEND details, safeguarding information, or medical notes — even in passing.

Ask the AI to identify your voice from your documents

Once you have uploaded some of your writing, paste the following prompt inside your project. The AI will read your documents and describe the patterns it notices, then give you a voice description paragraph you can reuse.

Prompt to paste into Claude or Gemini
Read through the documents I have uploaded, particularly any emails, lesson plans, or written feedback. Then describe my teaching voice in terms of: tone (formal versus warm), vocabulary level, sentence length, how I address students, any phrases or sentence starters I use often, and what I seem to care most about as a teacher. Give me a short paragraph I could use in future prompts to describe my voice to you.

Or build your voice description here

Fill in the four questions below. When you select the generate button, this tool creates a voice description paragraph you can copy straight into your project instructions.

Your voice description — paste this into your project instructions

Build your project instruction

A project instruction is a set of standing rules the AI reads before every conversation. Think of it as the briefing you would give a very capable teaching assistant on their first day — covering your subject, your students, your style, and your non-negotiables.

The five parts of a strong teaching instruction

A well-built project instruction covers the following five areas. One to three sentences per area is enough.

  1. Who you are and what you teach. Subject, year group, exam board if relevant.
  2. Your students. Age range, typical prior knowledge, any key context about the group.
  3. Your voice. The paragraph you built or asked the AI to write for you in phase two.
  4. Your content. Tell the AI to use your uploaded materials as its primary source — not generic knowledge.
  5. Your rules. Format preferences, things to avoid, how formal outputs should be.

A ready-made template to edit

Copy the template below into your project's instruction box. Replace every section in square brackets with your own details. Delete any parts that do not apply to you.

Project instruction template — copy and personalise
Who I am: I am a [subject] teacher at [school type], teaching [year groups / age range]. I have been teaching for [X] years. My students: My classes are typically [ability range or context]. [Add anything important: mixed ability, EAL students, high prior attainment, etc.] My voice and style: [Paste the voice description you built in phase two here.] Use my content: I have uploaded my lesson plans, slides, worksheets, and other teaching materials. Always draw on these as your primary source when helping me. If something in my materials differs from general practice, follow my materials. Only go beyond them when I specifically ask. Data protection — important: Never include real student names, staff names, parent names, contact details, addresses, or any other personally identifiable information in anything you produce. If I accidentally share a name, do not repeat it back — use a generic label such as "the student" instead. My preferences: — Match the reading age of whatever I am writing for (students, parents, colleagues). — Keep explanations concrete before abstract. Always give an example first. — Do not use bullet points unless I ask — write in sentences and paragraphs. — If I ask you to draft something, give me one version I can edit, not multiple options unless I ask. — Flag if you are unsure whether something fits my curriculum.

A complete worked example — what a real project instruction looks like

The template earlier gives you the structure. This shows it filled in — a complete, realistic project instruction from a secondary school History teacher. Read it to see how the five parts fit together, then use it as a reference when building your own.

WHO I AM I am a History teacher at a mixed comprehensive secondary school in Ireland, teaching Junior Cycle and Leaving Certificate History to students aged 12 to 18. I have been teaching for eleven years. MY STUDENTS My Junior Cycle classes are mixed ability, typically 28 to 30 students. My Leaving Certificate Higher Level class is a group of 22 students with strong prior attainment. I also teach a small Ordinary Level group of 14 students who need more scaffolding and shorter written tasks. MY VOICE AND STYLE I write in a direct, warm tone that takes students seriously without being overly formal. I use real historical examples before abstract concepts — always concrete before abstract. I favour questions that require students to argue a position and back it up with evidence. I often use phrases like "and this matters because…", "connect this back to what we discussed about…", and "what does the historian need to prove here?" My feedback is specific rather than general — I name the skill, show what it looks like in the work, and give a concrete next step. USE MY CONTENT I have uploaded my Junior Cycle scheme of work, four Leaving Certificate source-based question worksheets, my feedback templates, and examples of my written feedback comments. Always draw on these as your primary source. If something in my materials differs from general practice, follow my materials. Do not introduce historical content, sources, or interpretations I have not used unless I specifically ask you to go beyond my materials. DATA PROTECTION Never include real student names, staff names, or any personally identifiable information in anything you produce. If I mention a student name by accident, do not repeat it — use "the student" instead. Do not store or reproduce any personal data from my uploaded materials. MY PREFERENCES — Write in British English spelling throughout. — Keep student-facing language at an accessible reading level unless I specify otherwise. — Write in sentences and paragraphs. Do not use bullet points unless I explicitly ask. — When I ask for a task, give me one version I can edit — not multiple options unless I ask. — If you are not sure whether something fits my curriculum or exam specification, flag it. — For Leaving Certificate work, always distinguish between Junior Cycle and Leaving Certificate level unless the task is clearly for one group.

This example is 370 words — a good length. Short enough for the AI to hold in context reliably, detailed enough to shape every output meaningfully. Your instruction does not need to be longer than this.

A content-anchor phrase for individual messages

For any conversation where you want the AI to stay especially close to your materials, add this short phrase at the start of your message. It tells the AI your uploaded documents are the boundary, not just the starting point.

Add to the start of individual messages
Using only the content from my uploaded materials — not general knowledge — please [your request here].
Why this works: AI tools are eager to be helpful, which can mean they fill gaps with plausible-sounding general content. This phrase tells it your materials are the ceiling, not the floor.

Use it daily

The following example prompts show how to phrase requests so the AI uses your materials and your voice. Each uses a pattern you can adapt for your own subject and context.

Creating new materials from your existing content

Example prompt
Using my Year 9 photosynthesis slides and the worksheet I uploaded, write a new starter activity for a class that has already covered the light-dependent reactions but has not yet started the Calvin cycle. Match the style of my existing starters.

Writing a parent communication in your voice

Example prompt
Write a parent email about the upcoming assessment. Use the tone of my previous parent emails in the project. Keep it under 180 words, and mention the revision resources I have uploaded without listing all of them.
Personal data reminder: Do not include any real student names, parent names, or contact details in your prompt. Use "the student", "their parent or carer", or "a family in my class" as placeholders. Fill in any real names only after copying the draft out of the AI and into your own email client.

Differentiating your own content

Example prompt
Take the explanation of fractions on slide 12 of my uploaded deck and rewrite it at two levels: one for students working at the expected standard and one for students who need more scaffolding. Keep my examples and my sentence style.

Generating feedback comments from your rubric

Example prompt
Based on my uploaded rubric for the persuasive writing task, write five different feedback comments for work that meets the standard but does not yet exceed it. Sound like my written feedback, not like a generic comment bank.
Personal data reminder: Never paste in a student's actual work, name, or any identifying details. Describe the work in general terms. Fill in names only after copying the comment into your own marking system.

Building retrieval questions directly from your slides

Example prompt
Create ten retrieval practice questions based only on slides three to eight of my uploaded deck. Use the same wording and examples from the slides — do not introduce new vocabulary I have not used.

When it does not sound like you — troubleshooting

The most common response after a teacher's first attempt is: "it's close, but it doesn't quite sound like me." That is a normal starting point, not a sign something has gone wrong. Here is how to diagnose the gap and fix it.

It sounds too formal or corporate

The AI defaults to a professional register when it is uncertain. Fix: upload more informal writing — emails to colleagues, typed-up teaching notes, verbal explanations. Add to your project instruction: "My natural teaching style is warm and conversational. Avoid formal corporate language."

It sounds too generic — like it could be for any teacher

Your voice description is probably too vague, or you have not uploaded enough of your own writing. Fix: add specific phrases you use to your instruction. "I use phrases like: 'let's unpack this', 'connect this back to', 'what's the bigger picture here?' Use these naturally, not in every sentence."

It ignores my uploaded materials and uses generic content

The content-anchor phrase is missing or the instruction is not strong enough. Fix: add this to your project instruction: "Always draw on my uploaded materials as your primary source. Do not introduce content, examples, or vocabulary I have not used unless I explicitly ask you to go beyond my materials." Also use the content-anchor phrase at the start of individual messages.

It keeps producing bullet points when I want prose

AI tools default to bullet lists because they look organised. Fix: add explicitly to your instruction: "Write in sentences and paragraphs unless I ask for a list. Do not use bullet points by default." You may need to repeat this preference in individual messages until the project instruction reinforces it reliably.

It produces content at the wrong level for my students

The student context in your instruction is probably too vague. Fix: be specific about year group, prior knowledge, and reading level. "My Year 9 mixed ability class reads at broadly age-appropriate level. Avoid overly technical vocabulary unless it is subject-specific and I have used it in my materials." If you teach multiple year groups, specify which you are asking about in each prompt.

The outputs were good at first but have drifted over time

Projects need maintenance. Fix: review your project instruction each term. Remove outdated files. Add new units. If you have changed how you teach something, upload the new version and remove the old. A stale project with contradictory materials gives the AI mixed signals.

The fastest way to improve outputs: when something is wrong, add one specific sentence to your project instruction describing the problem and the fix. Do not rewrite the whole instruction — accumulate precise corrections over time.

Your setup checklist

Work through each item and tick it off as you complete it. By the time you reach the end, your project is fully set up and ready to use every day.

Setup checklist

  • Created a project with a clear name for your subject or year group
  • Uploaded your slides and lesson plans — at least five documents, with all personal data removed
  • Uploaded examples of your writing — anonymised, with all student names, parent names, and contact details removed
  • Built your voice description using the builder in phase two, or asked the AI to write one from your documents
  • Added your project instruction including the data protection rule
  • Checked every uploaded file for personally identifiable information and removed or anonymised it
  • Tested with a real task — asked the AI to write something using your materials and checked the result
  • Refined at least one output and noted what to add to your project instruction
  • Planned what to upload next — next unit, more writing examples, your current assessment rubrics

What to do next

Once you are comfortable with one project, the following ideas help you get more from this setup.

Separate projects by purpose
One project for teaching content, one for admin and communications, one for a specific exam class
Share with colleagues
Export your project instruction and share the template — it saves them the setup time
Add student exemplars
Upload anonymised examples of top-grade work — with all names removed — so the AI knows what excellent looks like in your marking
Review each term
Add new units, remove outdated files, and refine your project instruction based on what you have learned
Go to the Prompt Lab →