Manage Resources with your assistant

Once you have connected Claude or ChatGPT, it can do the organising work in your Resources library, which is the tedious part. You upload the files in the console; your assistant names, sorts and publishes them. It works with your own seat, so it can do no more than you can.

What it can do

• Read the library: your folders with their counts, and every file and link with its status (draft or published), folder, type and size, tier limit, and its downloads and views, or a link's opens. It can search by words, type or status. The owner or an admin also gets the last few emails to members and what happened to each.

• Add a link to a page, as a draft. It takes the page's own title and description unless you give them.

• Retitle, describe and move files and links, and change a link's address.

• Create, rename and describe folders, and put folders and files in the order you want.

• Publish or unpublish files and links.

• Email members about files (owner or admin only).

• Limit a file or folder to a membership tier (owner or admin only, Growth plan).

• Turn the Resources tab on or off and rename it.

• Delete a file or link that was never published.

What it leaves to you

• Uploading files, replacing a file, and adding or changing cover photos. These use your storage, so they happen in the console.

• Deleting anything that has ever been published, and deleting a folder.

• Limiting the whole tab to a tier. Do that in Customize, then Tabs.

Things worth asking

• Look at the files I just uploaded, give each a proper title and a one line description, and file them into folders by topic.

• Put the three newest worksheets first in the Worksheets folder.

• Add a link to this Google Doc under Templates, and publish it.

• Which files have never been downloaded?

• Make the VIP folder open only to my VIP tier, hidden from everyone else.