Stage 01
Prepare the computer
Before anything is installed, settle three things: whether your system is recent enough, whether you may install software, and whether your important files are backed up. It takes ten minutes and saves you the evening when the permissions suddenly turn out to be missing.
On both systems
- At least 4 GB of memory and an internet connection; Claude Code needs both.
- Administrator rights (Administrator rights allow you to install programs on a device and change settings for all its users.) on the computer. If an IT company looks after it, ask them first; some companies block installing software on purpose.
- A current backup of your important files before any program may write in your folders.
- A password manager and two-factor authentication (With two-factor authentication you log in with two proofs, such as your password and a code on your phone.) for the new accounts you create in the next stages.
Windows
- You need Windows 10 version 1809 or later, or Windows 11. The window the command below opens shows the version.
- On Windows this guide installs with winget, Microsoft’s package manager. It comes with Windows 11 and current versions of Windows 10; if it is missing, install “App Installer” from the Microsoft Store.
macOS
- You need macOS 13 (Ventura) or later. The version is in the Apple menu under “About This Mac”, or the command below shows it.
How to check
You know your system version, and on Windows winget reports a version number. You type the commands in the terminal; the next stage shows how to open it.
If it sticks
- Windows says “winget” is not recognised.
Install or update “App Installer” from the Microsoft Store, then open a new terminal window.
- Installing shows a block, or a window asks for an administrator password you do not have.
This is where self-help ends. Ask your IT company; do not work around the block.
In the Setup We check the computer before installing and set up the software on Windows and macOS, with your IT partner’s approval (Approval means a person decides before an AI-prepared message goes outside your firm or money is spent.) where needed.
Stage 02
Open the terminal
The terminal is the window where you type commands instead of clicking. All further stages work in it, and Claude Code runs in it. A command is one line of text; you confirm it with Enter. After each installation open a new window, because one that is already open does not know the new programs yet.
Windows
- Open the Start menu, type “Terminal” and open the program. On Windows 10 it is called “Windows PowerShell”; the newer “Windows Terminal” is free in the Microsoft Store.
- The line starts with “PS C:\Users\…>”. The “PS” tells you that you are in PowerShell. If it is missing, you are in the old Command Prompt (A prompt is the input to a language model: the question, instruction or template the AI responds to.) (CMD); open PowerShell, because the commands in this guide are written for PowerShell.
- To paste: Ctrl + V or a right-click in the window.
macOS
- Open “Terminal” under Applications › Utilities, or press Cmd + Space and type “Terminal”.
- Then install Homebrew, the package manager this guide uses on the Mac. The installer asks for your Mac password (no characters appear as you type, which is normal) and installs Apple’s command line tools along with it if needed.
- At the end Homebrew shows one or two commands under “Next steps” that add Homebrew to the terminal’s search path. Copy those lines from your terminal and run them; they depend on your Mac.
How to check
The terminal answers a command, and on the Mac Homebrew reports ready.
macOS
brew --version
brew doctor
If it sticks
- Mac: “command not found: brew” right after the installation.
The lines under “Next steps” were not run. Scroll back in the terminal, run them and open a new window.
- Windows: a line with “&&” reports an error.
You are in PowerShell and the command is meant for CMD, or the other way round. Use the commands in this guide in PowerShell.
In the Setup You do not need to know the terminal then: you start your workflows with short commands we set up, and check the results wherever suits you.
Git keeps every version of your files that you save. Later you see what changed and undo any change, including one the AI made. On Windows, Anthropic also recommends Git for Windows so that Claude Code can use Bash; without Git, Claude Code falls back to PowerShell.
Windows
- Install “Git for Windows” with winget. It brings Git Bash and the Git Credential Manager, which later handles signing in to GitHub.
macOS
- Install Git with Homebrew. An older version from Apple is often already there; the one from Homebrew is more recent.
Then, on both systems
- Open a new terminal window and record your name and email address once. Git writes both into every saved version. Use the address you will create your GitHub account with in the next stage.
- The third line names the first branch of every new project “main”, as GitHub does.
git config --global user.name "First Last"
git config --global user.email "name@company.com"
git config --global init.defaultBranch main
How to check
Git reports its version and shows your name and address.
If it sticks
- “git” is not recognised although the installation finished.
Close all terminal windows and open a new one. An open window does not know newly installed programs.
- Later Git says “Please tell me who you are”.
Name and address are missing. Run the two “git config” lines above.
In the Setup In the Pro Setup (Pro Setup is our recommended package at CHF 1'490.–: vault, workflows with AI agents, first integrations, an introduction session and three months of Business seat.) we create a structure for your project files; Git is among the software we install for it.
Stage 04
Create a GitHub account
GitHub keeps your project repositories off your computer. That is your backup if the computer fails, and the shared place when a team later works on the same project. Only the people you invite see a private repository. A free account is enough to begin with.
On both systems
- Create an account at github.com, with an address you will keep using.
- Turn on two-factor authentication straight away (Settings › Password and authentication). GitHub requires it for many accounts anyway.
- Then install GitHub CLI, the program “gh”. It signs Git in to GitHub and creates your first repository in stage 9. At “gh auth login”, choose GitHub.com, HTTPS and signing in with the browser, and confirm that Git may use your GitHub sign-in.
- Individual projects go on GitHub, not your whole vault: the vault is your personal folder.
macOS
brew install gh
gh auth login
How to check
GitHub CLI reports that you are signed in, with your user name.
If it sticks
- When uploading, Git asks for a password and rejects your GitHub password.
GitHub does not accept an account password for Git. Sign in with “gh auth login” and confirm that Git may use that sign-in.
- “gh” is not recognised.
Open a new terminal window after the installation.
In the Setup What your team shares we put in the shared project repository that you control: on GitHub, on your own Git server or wherever you prefer.
Many extensions for AI tools run on Node.js, for example an MCP server, through which Claude Code reaches other programs such as your calendar or a database. The helper from the starter pack (stage 10) runs on it too. Claude Code itself does not need Node.js when you install it as in stage 7. Choose the “LTS” version: it is maintained the longest.
Windows
- Open nodejs.org, choose the LTS version and download the “Windows Installer (.msi)”. Run it with the suggested settings.
macOS
- Open nodejs.org, choose the LTS version and download the “macOS Installer (.pkg)”. Run it with the suggested settings.
How to check
Node.js and its package program npm each report a version number (in a new terminal window).
If it sticks
- Windows: “npm” says running scripts is disabled on this system.
That is PowerShell’s execution policy. The usual setting for your own user account allows local scripts and requires a signature for downloaded ones. If an IT company looks after your computer, ask them first.
In the Setup We install the software your setup needs; which depends on your workflows.
Python is the language of many small helper programs for spreadsheets, documents and data. When the AI writes a script that, say, copies details from PDF files into a spreadsheet, it is often Python, and it only runs if Python is installed.
Windows
- On Windows you install the “Python install manager”, which the Python documentation recommends. It manages the Python versions for you.
- Then open a new terminal window. The first time you run “python”, the manager installs the current Python version.
macOS
- On python.org, under Downloads › macOS, download the installer of the current version and run it. On the Mac the command is then “python3”.
How to check
Python reports its version.
If it sticks
- Mac: “command not found: python”.
On the Mac the command is “python3”.
- Windows: a different Python version starts than you expected.
The manager prefers the versions it manages itself. “py list” shows them; “py install” installs the one you want.
- Windows: “python” is not found or behaves oddly.
Click Start, open “Manage app execution aliases” and check that the aliases for “Python (default)” are on. If they already are, switch them off and on again; that is what the Python documentation recommends.
In the Setup We install the software your workflows need; Python is often part of it.
Stage 07
Set up the AI harness: Claude Code
Claude Code is the workspace in which the AI works with your files. You start it in a folder; it reads the files in it, suggests steps and carries out what you allow. It runs in the terminal and connects to your account with Anthropic.
On both systems
- You need an account with Anthropic: a Claude (An AI assistant is a chat program such as ChatGPT, Claude, Gemini or Perplexity: you write in plain language, and a language model answers.) subscription (Pro, Max, Team or Enterprise; Anthropic recommends these) or a Claude Console account with pre-paid credit. Usage costs depend on the plan; Anthropic lists the current prices. You open the account yourself, in your own name.
- Install Claude Code with the official installer. It shows no progress until it is done; wait for the prompt to come back. After that, Claude Code updates itself in the background.
Windows
- You enter the command in PowerShell. With Git for Windows from stage 3, Claude Code uses Bash.
macOS
- You enter the command in the terminal.
Then, on both systems
- Open a new terminal window and start Claude Code. On first start it signs in to your account in the browser; after that the sign-in is kept. “/exit” ends the session again.
- For real work, always start Claude Code in a project’s folder, not in your user folder. That comes in stage 9.
How to check
Claude Code reports its version, and the diagnosis finds no problems. In a running session, “/doctor” checks the same and fixes what it can.
claude --version
claude doctor
If it sticks
- Windows: “claude” is not recognised.
The install folder is missing from the search path. These two lines add it for your user account (from Anthropic’s guide); then close PowerShell and open a new window.
$currentPath = [Environment]::GetEnvironmentVariable('PATH', 'User')
[Environment]::SetEnvironmentVariable('PATH', "$currentPath;$env:USERPROFILE\.local\bin", 'User')
- Mac: “command not found: claude”.
The install folder is missing from the search path. These two lines add it (from Anthropic’s guide).
- Windows: “'irm' is not recognized”.
You are in the Command Prompt (CMD), not in PowerShell. Open PowerShell and try there.
- The installation stops with “403” or another message.
Anthropic’s “Troubleshoot installation” page matches each message to a fix; Claude Code is also only available in the countries Anthropic supports.
In the Setup We install the chosen AI harness; Claude Code is one option. We keep credentials out of chats, for example in 1Password.
The vault is your working folder for everything to do with the AI: projects, notes, documents and the instructions for recurring tasks. Organise it by PARA from the start: projects have a goal and an end, areas run continuously, resources are reference material, and the archive takes what is done. That way you and the AI later find what goes where.
On both systems
- Create a folder “Vault” with four subfolders in your user folder; the commands below do it in one step. You may choose the place freely; the guide assumes your user folder.
- Optional: install Obsidian and open the folder there with “Open folder as vault”. Obsidian shows your notes linked; the files stay ordinary text files that Claude Code reads too.
- If the vault sits in a folder synced to a cloud (The cloud means computers in a provider’s data centres on which programs run and data is kept, instead of on your own device.) (OneDrive, iCloud), make sure projects under Git are not changed from two sides at once.
How to check
The vault holds the four folders.
If it sticks
- You cannot find the vault in File Explorer or the Finder.
It sits directly in your user folder, not under “Documents”. Windows: type %USERPROFILE% into File Explorer’s address bar. Mac: in the Finder, Shift + Cmd + H opens your user folder.
In the Setup The Basic Installation (Basic Installation is our smallest package at CHF 490.–: an installed AI harness, a vault template and one or two basic workflows on your computer.) gives you a vault template; in the Pro Setup we set up your vault as your working folder, and our platform (The AI agents we build for your firm run on our platform. We host the platform in Switzerland; external models may process data elsewhere.) with it. Local, our local app (A local app is a program installed on your own device, unlike a web app, which runs in the browser.), connects it to the platform.
We are still matching the names of the four folders with our vault template.
Stage 09
Create the first project
Now everything comes together: a project folder in the vault with the templates (A template is a prepared structure, for a document, an email or a folder for example, which you only complete for each case.) from the starter pack, its own Git repository, a private copy on GitHub, and Claude Code starting in that folder. Claude Code then works in exactly this project and reads the instructions in the file “CLAUDE.md” when it starts.
On both systems
- Request the starter pack at the bottom of this page and download it through the link in the email.
- Unpack it into the “1-Projects” folder of your vault and rename the folder “jules-starter-pack” after your first workflow, for example “first-workflow”.
- Copy the instructions file from “templates” into the project folder as “CLAUDE.md”. Claude Code reads this file every time it starts in this folder.
- Make the folder a Git repository, save the first version and create a private copy on GitHub with GitHub CLI.
- Start Claude Code in the project folder and enter the first prompt: “Read the file 02-quick-setup.md. Then ask me at most five questions before you suggest anything.”
Windows
cd $HOME\Vault\1-Projects\first-workflow
Copy-Item templates\instructions.md CLAUDE.md
git init
git add .
git commit -m "First version"
gh repo create first-workflow --private --source . --push
claude
macOS
cd ~/Vault/1-Projects/first-workflow
cp templates/instructions.md CLAUDE.md
git init
git add .
git commit -m "First version"
gh repo create first-workflow --private --source . --push
claude
How to check
Git shows the first version, GitHub shows the private repository, and Claude Code knows your instructions: ask it “What is in CLAUDE.md?”.
git log --oneline
gh repo view --web
If it sticks
- Claude Code does not know your instructions.
The file must be called “CLAUDE.md” and sit in the folder where you start “claude”. Quit Claude Code, change to the project folder with “cd” and start it again.
- “gh repo create” says the repository already exists.
Choose another name, or upload into the existing repository.
- Claude Code wants to run a command you do not understand.
Decline and ask what the command does. You decide what runs.
In the Setup In the Pro Setup we set up three to five commands that start your workflows, and in an introduction session (In the introduction session, you practise on your own documents how to start the workflows we set up and how to check the results.) you practise with your own documents how to start them and check the results.
Stage 10
Set up the helper, and keep going
The starter pack holds a small, optional helper for Claude Code: when Claude runs into a problem or you ask for debugging, Claude suggests once per session, politely, that you give Jules a call to have it built properly. The helper sends nothing and keeps nothing of yours. After that you keep working with the templates and prompts, step by step.
On both systems
- The helper’s instructions are in the pack under “claude-code-helper/README.md”: copy one file into the folder “.claude/hooks” in your user folder, add two entries to the file “.claude/settings.json” next to it and restart Claude Code. Removing it means deleting both again.
- Then work through the templates: the quick setup first, then the deeper interview that Claude Code holds with you. The prompts for it are further down.
- After each step of work, save a version with “git add .” and “git commit”, and upload it to GitHub with “git push”.
How to check
In Claude Code, the command “/hooks” shows the helper’s two entries.
If it sticks
- The helper never says anything.
It only speaks up after a problem or a request for debugging, and only once per session. Check with “/hooks” that the entries are there.
In the Setup When you reach a part you would rather hand over: the Basic Installation is a fixed CHF 490.–, the Pro Setup CHF 1'490.–.