Quick start · one page
0Before the Wikilook AI Workshop — the 30-minute minimum
Three accounts and one app. That is all you must arrive with. Everything else we do together, and the long version of this is the full installation guide.
0110 min
A separate Windows account
Settings → Accounts → Other users → Add account → “I don't have this person's sign-in information” → “Add a user without a Microsoft account”. No Microsoft account needed. Then Change account type → Administrator, so the installs do not stall.
Everything the AI touches lives in this account, so a mistake can only reach practice files. Demote or delete it after the day.
025 min
A new Google account
accounts.google.com/signup, something like yourname.ai@gmail.com. Turn on 2-Step Verification straight away.
We connect Gmail and Drive to it. Use a NEW one and put only practice material in it — share real files in from your main Drive when you need them.
035 min
Claude, on a paid plan
claude.ai → sign up with that Google account → Settings → Plans → Pro. Add the card now, not in the room.
The free plan has the chat window and none of the tools. Cancel after the workshop and the unused part comes back.
045 min
The Claude desktop app
claude.ai/download, install, sign in with the same account.
This is what holds the Gmail and Drive connectors.
Bring: A personal laptop, not a locked work machine. A phone with Expo Go if you are coming to STANDARD or FULL.
Will it run on your machine?
| Windows | |
|---|---|
| Windows 11 | Supported. This is what the guide is written against. |
| Windows 10 (64-bit, 22H2) | Works. Older builds of 10 may refuse the Claude app. |
| Windows on ARM | The Claude app runs; Claude Code via PowerShell works. Less tested. |
| Windows 8.1 or 7 | Not supported. Nothing below 10 will work. |
| A work laptop you do not administer | Bring a personal machine instead. Company policy usually blocks the install, and we cannot fix that in the room. |
| macOS | |
|---|---|
| macOS 14 Sonoma or newer | Supported, Apple silicon and Intel. |
| macOS 13 Ventura | Works. |
| macOS 12 or older | Not supported by the Claude app. |
| Either | |
|---|---|
| Disk | About 5 GB free: the app, Node, Git and a working folder. |
| Memory | 8 GB is enough. 16 GB is comfortable. |
| Internet | Needed throughout. The work happens against a hosted model. |
| A phone | Android or iPhone, for the app block. Expo Go, installed beforehand. |
Back up your computer first
Before anything else, and before you come to the AI Workshop: make a backup of your machine onto an external drive. Not a copy of your documents folder — a real image of the disk, made by software that can put it back. If this is the only thing you take from the day, the day already paid for itself. Most people have not done it, know they have not done it, and have been meaning to for two years. Consider this the workshop forcing your hand.
| Windows | macOS | |
|---|---|---|
| 1 | Get an external drive bigger than the used space on your laptop. A 1 TB USB disk costs less than the AI Workshop and you will reuse it for years. | same as Windows |
| 2 | Install Hasleo Backup Suite Free from the link above. It is free for personal use, it makes full disk images, and it can restore to a machine that will not boot — which is the only test of a backup that matters. | macOS needs nothing installed: System Settings → General → Time Machine → Add Backup Disk. |
| 3 | Run a FULL system backup, not a file backup. In Hasleo: System Backup, pick the external drive, start it. It takes an hour or two; start it in the evening and go away. | Time Machine's first run takes about as long. Leave it plugged in and let it finish. |
| 4 | Make the recovery media while you are there: Hasleo → Tools → Create Emergency Disk, onto a USB stick. A backup you cannot boot to restore is a backup you do not have. | macOS recovery is built in — hold Command-R at startup. Nothing to prepare. |
| 5 | Write down where the drive is and when you made it. Then disconnect it. A backup drive left plugged in is a drive that gets encrypted along with everything else. | same as Windows |
| 6 | Check it worked — browse inside the backup you just made: Hasleo → Tools → Explore Image, open the image on the external drive, and look for your own documents in it. A backup you have not opened is a guess. | Time Machine → Browse Time Machine Backups, step back to last night, and open any folder of your own. |
about 45 minutes
A separate Windows account, for your own safety
Claude Code can read and write files, and it asks before anything risky. The cheapest way to make that question easy to answer is to give it its own user account with nothing of yours in it — no OneDrive, no work mail, no tax folder. Then the worst a mistake can reach is a folder of practice files. People who skip this run the AI Workshop against their real desktop, and that is their risk to take, not ours to repair.
Recommended — maximum protection
- A separate local account, used for the AI Workshop and nothing else. Claude Code only ever sees that account's files, so the worst a wrong answer to a permission prompt can reach is a folder of practice material.
- Administrator during the day so installs do not stall; Standard or deleted afterwards. Five minutes to set up.
- This is the recommended route and the rest of the guide assumes it.
If you accept the risk
- Working in your everyday account is faster and it is what most people will do. It also means an afternoon of experiments is happening next to your documents, your photos and your accounts.
- If you do it anyway: make sure a backup exists that you have actually restored from once, keep all practice work inside one new folder, and read every permission prompt instead of clicking through it.
- Your call. Not ours to repair — see the note at the top of this page.
| Windows | macOS | |
|---|---|---|
| 1 | You do NOT need a Microsoft account for this. Make a plain local account: Settings → Accounts → Other users → Add account → “I don't have this person's sign-in information” → “Add a user without a Microsoft account”. | System Settings → Users & Groups → Add Account. A local account, not an Apple ID. |
| 2 | Name it something you will recognise — ai-workshop will do. Give it a password you will remember for one day. | same as Windows |
| 3 | Make it an ADMINISTRATOR for the AI Workshop. Windows: on the same screen, Change account type → Administrator. Installing Node, Git and the Claude app all need it, and a session that stalls on a password prompt we cannot answer costs the whole room ten minutes. | macOS: tick “Allow this user to administer this computer”. |
| 4 | Sign in to the new account once, so Windows finishes setting it up before the AI Workshop rather than during it. | same as Windows |
| 5 | Do every remaining step in this guide while signed in to that account. | same as Windows |
| 6 | AFTER THE AI WORKSHOP, take the rights away again: Change account type → Standard, or delete the account altogether. Administrator was for the installing, not for keeping. Deleting the account deletes its files with it, so move anything you want to keep first — and if you pushed your work to GitHub as chapter 06 says, it is already safe. | same as Windows |
| 7 | Check it worked — sign out, sign in as the new account, and try to open your own Documents folder. You should be refused. If you can read your own files from the workshop account, it is not separate and the chapter has not done its job. | Log out and back in as the new user, then open Finder → Go → Home. You should see an empty home folder, not yours. |
about 15 minutes
A Google account you are willing to connect
You need an e-mail address to register with Claude, and later we connect Gmail, Calendar and Drive so the AI can actually do the invoice work. Understand what that means: once connected, Claude can read that mailbox and read, write, rename and delete in that Drive. Whatever you put in the account, it can touch. So make a NEW Google account for the AI Workshop and put only practice material in it.
Recommended — maximum protection
- Make a new Google account, used for nothing else. Then the connectors reach exactly the folder of practice files you chose and nothing more — not your contracts, not six years of mail.
- Need to work on something real? SHARE it into the AI Workshop account from your main one, one file or one folder at a time, from Drive's own Share button. You keep the original, you can un-share it in one click, and the AI only ever sees the copy you pointed at.
- This is the recommended route and it costs five minutes.
If you accept the risk
- Connecting your everyday Google account works, and it is faster. It also means an afternoon of experiments is happening inside your real mail and your real Drive.
- If you do it anyway: check that Drive has a backup you trust, keep the practice work in one new folder, and disconnect the connectors when the day ends.
- Your call. Not ours to repair — see the note at the top of this page.
| Windows | macOS | |
|---|---|---|
| 1 | Open accounts.google.com/signup in the new Windows account. Create the address — something like yourname.ai@gmail.com. | same as Windows |
| 2 | Turn on two-step verification straight away: myaccount.google.com → Security → 2-Step Verification. You will be connecting this account to software; protect it now, not later. | same as Windows |
| 3 | Put the practice material in: send two or three real invoice PDFs from your main address, or share them in from your main Drive, or use our demo pack and send nothing at all. | same as Windows |
| 4 | Put 10–20 photos in Drive, in one folder, for the video block. Family photos are fine; see the note on faces in the safety chapter. | same as Windows |
| 5 | Keep the account afterwards or delete it. If you keep it, it stays a useful sandbox: anything you want to try on real data gets shared in, tried, and un-shared. | same as Windows |
| 6 | Check it worked — open gmail.com in a private browser window and sign in with the new account. An empty inbox and no access to your real mail is the correct result. | same as Windows |
about 15 minutes
A Claude account, and a paid plan
The free plan cannot do what we do. Claude Code and Claude Design need at least Pro, and without them there is no invoice pipeline, no workbook and no app. Pro is billed monthly, so you can cancel after the AI Workshop and get the unused part of the fee back.
| Windows | macOS | |
|---|---|---|
| 1 | Go to claude.ai and sign up with the Google account from the previous chapter. | same as Windows |
| 2 | Upgrade to Pro: your initials, bottom left → Settings → Plans. Max only matters if you intend to work hard after the AI Workshop; Pro is enough for the day. | same as Windows |
| 3 | Add the card now, in your own time. Doing it in the room costs everybody ten minutes. | same as Windows |
| 4 | Sign in once in a browser and send one message, so you know the account works. | same as Windows |
| 5 | Check it worked — claude.ai → your initials, bottom left → Settings. The plan line says Pro or Max. If it still says Free, the payment did not go through and the workshop will hit the limit in twenty minutes. | same as Windows |
about 10 minutes
The Claude desktop app
The browser is fine for chatting. The desktop app is what holds the connectors — Gmail, Drive, Calendar — and it is where the first half of the day happens.
| Windows | macOS | |
|---|---|---|
| 1 | Download from claude.ai/download. Take the Windows installer. | Take the macOS build; it is a normal .dmg, drag it to Applications. |
| 2 | Install and sign in with the same account. | same as Windows |
| 3 | Check Settings → Connectors exists and is empty for now. That is the shelf we fill in a later chapter. | same as Windows |
| 4 | Check it worked — the app opens from the Start menu, not from a browser tab, and shows your own name. If it asks you to sign in again every time you open it, you installed it as one Windows account and are running it as another. | The app is in Applications and opens from Spotlight. Same test: it knows who you are the second time. |
about 10 minutes
Claude Code in PowerShell
This is the one that does real work: an assistant that lives in a folder, reads and writes files there, runs commands, and asks before anything it cannot undo. On Windows it runs in PowerShell. Install it in the clean account, not your main one. You do NOT need Node.js for this. The installer below brings everything with it in one go — Node is only needed for the npm route in step 3, which is the fallback nobody should need.
| Windows | macOS | |
|---|---|---|
| 1 | ONE LINE, AND IT IS DONE. Open PowerShell (not the old Command Prompt) and paste: That is the installer route: winget is built into Windows 11 and fetches a signed package. Nothing else in this chapter is needed if it works — skip to step 4. | macOS: `brew install --cask claude-code`, or the script in step 2. |
| 2 | No winget, or it failed? The official one-liner installs the same thing: It downloads a script from claude.ai and runs it — `irm` fetches, `iex` executes. It shows no progress while it works, so leave the window open. You are trusting Anthropic's domain with that line, which is the same trust the app itself needs; if that is not a trade you want, use step 3 instead. | macOS and Linux: |
| 3 | The long way, via npm — only if the two above did not work, and the ONLY one that needs Node.js. Install Node.js LTS from nodejs.org/en/download (the Windows Installer .msi, 64-bit, default options), reopen PowerShell, then: | Same three commands. If npm complains about permissions, fix the npm prefix rather than reaching for sudo. |
| 4 | Check it: If PowerShell says the command is not recognised, close every PowerShell window and open a new one — the PATH is read at start. | same as Windows |
| 5 | Make a folder to work in and start it there: First run asks you to log in; it opens a browser and comes back. | same as Windows |
| 6 | Say hello, then ask it what files are in the folder. When it asks permission, read the question before answering yes. That habit is most of the safety. | same as Windows |
| 7 | Check it worked — type claude --version in PowerShell. A version number means it is installed. “not recognized” means the terminal has not read the new PATH yet: close it, open a new one, try again. | Same command in Terminal, same answer. |
about 25 minutes
Handed out in the room
The briefing patterns
Six shapes of instruction that get a usable answer first time, written out with the wrong version beside the right one.
The one that matters most: say what the result is and how you will check it, in the same sentence. Everything else is a variation.
Includes the sentence I use to make it stop guessing, and the one that makes it tell me what it is unsure about.
Git, GitHub, and somewhere for the work to survive
Everything you build in the AI Workshop should still exist next month. GitHub is where a copy lives: free, versioned, and reachable from the terminal and from the web. Claude Code can commit and push for you, so you do not have to learn Git properly today — but knowing what a commit is will not hurt.
| Windows | macOS | |
|---|---|---|
| 1 | Install Git for Windows from git-scm.com. Default options are right. This also gives you the credential helper that stops GitHub asking for a password every time. | macOS: run `git --version` once and accept the Xcode command line tools prompt, or `brew install git`. |
| 2 | Create a free account at github.com with the workshop Google address. | same as Windows |
| 3 | Turn on two-factor authentication. GitHub requires it for contributors and you will hit the wall later if you skip it. | same as Windows |
| 4 | Tell Git who you are, in PowerShell: | same as Windows |
| 5 | In the workshop folder, ask Claude Code to create a repository and push it. It will walk you through the browser login the first time. After that, “save this to GitHub” is one sentence. | same as Windows |
| 6 | Check it worked — git --version answers with a number, and your repository page on github.com shows at least one commit with today's date on it. A repository with no commits is a folder with extra steps. | same as Windows |
about 20 minutes
Connectors: Gmail, Drive and Sheets
MCP is the USB port for AI. A connector gives Claude access to somewhere — your mail, your Drive, a spreadsheet — and every one you add is a thing it can then do for you. We connect three, and we do it together in the room, because this is the step where a wrong click matters most.
| Windows | macOS | |
|---|---|---|
| 1 | In the Claude desktop app: Settings → Connectors → Browse connectors. Add Gmail, Google Drive and Google Sheets. | same as Windows |
| 2 | Each one opens a Google consent screen. Read it. Grant it to the WORKSHOP Google account, never your business one. | same as Windows |
| 3 | Ask Claude to find invoice attachments from the last three months. If it lists them, the connector works. | same as Windows |
| 4 | Disconnect anything you are not using when the day is over: same screen, Disconnect. A connector you forgot about is a door you left open. | same as Windows |
| 5 | Check it worked — ask Claude: list the subjects of my last three e-mails. Real subjects mean the connector works. An offer to help you set up e-mail means it does not, and the consent went to a different Google account. | same as Windows |
about 20 minutes
Handed out in the room
The invoice pipeline, end to end
Collect, read, rename, file, record, reconcile, flag what is missing — the seven steps, the naming scheme, and the prompt for each one.
The reconciliation rule that catches a payment without an invoice, which is the thing your accountant actually wants from you.
What to hand the accountant at the end of the year, and what to keep.
The caveman plugin, and why you would want it
Every word the model writes costs you usage. caveman is a plugin that makes Claude Code answer in compressed, telegraphic English with all the technical substance and none of the padding. On a long working session it is the difference between hitting your limit at lunch and not thinking about it.
| Windows | macOS | |
|---|---|---|
| 1 | In Claude Code, run: and install the caveman plugin from the marketplace listing. | same as Windows |
| 2 | Turn it on with `/caveman full`, off with `/caveman off`. Try one question each way and compare the length. | same as Windows |
| 3 | Decide which you prefer. Some people find it abrupt; the point is that you choose, not that you must. | same as Windows |
| 4 | Check it worked — type /caveman full in Claude Code and ask anything. The answer comes back short. /caveman off puts it back to normal. | same as Windows |
about 10 minutes
When it will not install
Eight things go wrong, and these are them. Read the error line before you read anything else: every one of these announces itself in words, and the words are in the list below. If none of it helps, stop. Do not uninstall everything and start again — write to us with the exact line and come to the room with the machine as it is.
| Windows | macOS | |
|---|---|---|
| 1 | “unable to get local issuer certificate”, from pip, npm or git. Your antivirus is opening every secure connection to inspect it, and the tool does not know the certificate it signs them with. Avast, AVG, Kaspersky and ESET all do it. Either turn HTTPS scanning off while you install — Avast: Menu → Settings → Protection → Core Shields → Web Shield → uncheck Enable HTTPS scanning — or export the antivirus root certificate and point the tool at it. | Same message, usually a company device-management profile instead of an antivirus. System Settings → General → VPN & Device Management shows whether one is installed. |
| 2 | “running scripts is disabled on this system”, when you start anything in PowerShell. Windows blocks scripts for a new account. Run: Set-ExecutionPolicy -Scope CurrentUser RemoteSigned, answer Y, and start the command again. | macOS has no equivalent block. If a command will not run, it is a missing execute bit: chmod +x the file. |
| 3 | “claude is not recognized”, or command not found, right after the install succeeded. The terminal reads its PATH once when it opens. Close it, open a new one, and check node -v and npm -v answer with version numbers before you try again. | Same cause and same fix. If a new Terminal still cannot find it, open ~/.zshrc and check the PATH line the installer added. |
| 4 | Claude Code starts but says it cannot see your files. You are in the wrong folder. Run pwd, compare it with where the work actually is, and cd into the project folder before you start Claude Code. It reads the folder you started it in, and nothing above it. | same as Windows |
| 5 | The connector says connected and Claude still cannot read your mail. The browser is signed in to more than one Google account, and the consent went to the wrong one. Sign out of all of them, sign in only with the account from chapter 3, and connect again. | same as Windows |
| 6 | An installer asks for an administrator password you do not have. The workshop account is a standard user. Go back to the account chapter, make it an administrator for the day, install, and take the right off again afterwards. | System Settings → Users & Groups → the account → Allow this user to administer this computer. |
| 7 | Everything is slow, the fan is loud, the browser stops answering. It is memory, not the AI. Close every Chrome window except the one you need, close Teams and Outlook, and read “Will it run on your machine?” again. Eight gigabytes works; eight gigabytes with forty tabs does not. | same as Windows |
| 8 | Nothing above helps and the workshop is tomorrow. Write to info@wikilook.com with the last twenty lines of the terminal, what you typed, and which chapter you were on. We answer the same day, and you come to the room either way — a machine that will not install is a thing we can fix in person in ten minutes. | same as Windows |
about 10 minutes
Closing the door when the workshop is over
This manual spent nine chapters handing out access: a Google account connected to an AI, a machine account that can install software, a repository on the internet, a paid plan. A manual that shows how to open all of that and not how to close it again is leaving your door open and calling it a feature. So: the evening after the workshop, go through this list. Decide what you keep on purpose, and take the rest back. It takes twenty minutes.
| Windows | macOS | |
|---|---|---|
| 1 | Disconnect the connectors first, because they are the ones with reach: claude.ai → Settings → Connectors, then Disconnect on Gmail, Drive and Calendar. Then check the other side at myaccount.google.com → Security → Your connections to third-party apps, and remove anything you do not recognise. | same as Windows |
| 2 | If you made a Google account only for the day and will not use it again, delete it: myaccount.google.com → Data & privacy → Delete your Google Account. If you would rather keep it, keep it — it costs nothing and it is a clean place to try things next time. | same as Windows |
| 3 | Take the administrator right back off the workshop account: Settings → Accounts → Other users → the account → Change account type → Standard user. Keep the account itself. That is where the practice files live, and a standard account can still run everything you built. | System Settings → Users & Groups → the account, and turn off Allow this user to administer this computer. |
| 4 | Delete any API key you created. A key in a file on your disk is a key that works for whoever reads that file, and it keeps working until you revoke it at the console that issued it. If you are not sure whether you made one, search your project folder for the word KEY. | same as Windows |
| 5 | Look at the repository, not just at the folder. If anything real ended up in it — a client name, an invoice, a password — make the repository private or delete it, and check the history rather than the current files: a commit remembers what you removed afterwards. | same as Windows |
| 6 | Decide about the Claude plan on purpose. If you will use it weekly, keep it; if you took it for one afternoon, cancel before the renewal date. Your chats stay readable on the free tier, so cancelling loses the capacity, not the work. | same as Windows |
| 7 | Write down what you kept, in one line, somewhere you will find it: which account, which repository, which plan renews when. Six months from now this is the difference between a system you own and a subscription you forgot about. | same as Windows |
about 20 minutes
A.2Materials
What you get, and which of it is free. The rule is simple: a setup is free because anybody can learn it from a video, and the material that took years to get right is handed out to the people in the room.
| What | Format | How you get it |
|---|---|---|
| This guide | web page, PDF, Markdown, TSV, HTML, .docx, .epub | Free. Everything above is a setup, and a setup is not worth money. |
| The demo pack | sample invoices, a bank statement, photographs | Free, on request in the pre-flight e-mail. For anybody who prefers not to put real data on the table. |
| The briefing patterns | PDF, 2 pages | Handed out in the room. |
| The invoice pipeline | PDF, 4 pages, with the prompts | Handed out in the room. |
| The two workbook specifications | PDF, 6 pages | Handed out in the room. |
| The master skill | a folder you install | FULL only, handed out in the room. |
| The recording of your own session | your repository on GitHub | Yours. Everything you build is in a repository you own, which is the point. |
A.3What actually happened, in six months of this
Has Claude ever destroyed anything of mine? Not so far — and that is not luck. It works here under rules that are strict, and the rest of this appendix is what those rules bought.
For completeness: the opening of this guide is a warning, so the end of it should say what the warning is worth in practice.
I have run WIKILOOK on this way of working for six months, with Claude in full control of the folders it was given. In that time it deleted nothing I wanted and lost nothing I needed. Work did go missing temporarily — a file moved somewhere unexpected, a version replaced by a newer one — and every single time it came back out of Git, because everything lives in a repository. That is the practice this AI Workshop teaches, and this is what it is for.
The honest other half: files HAVE been lost around here, and the cause was people rather than the AI — me handing something over, somebody tidying, a copy made in the wrong direction. Nothing important of mine has ever been lost, and the reason is not luck. It is that the backup discipline is strict and was in place first.
So the two sentences that matter are not in tension. The assistant is reliable, and you should still arrange things so that it does not have to be. Back up before you start, work on copies, put the work in Git, and then let it do its job properly instead of hovering over it.
None of this is a promise about your machine. It is one person's record, on one setup, with the precautions this guide spends its first three chapters on.
A.4Take it with you
Every file holds the chapters for that length and nothing else, so a MINI reader is not handed an afternoon they are not attending. All of them are generated from one source, so none is a stale copy of another.
| Format | MINI2–3h | STANDARD4h | FULL8h |
|---|---|---|---|
| PDFPrint-ready A4, with a running header and footer. | TBD | ||
| PDF A5The same, as a booklet — two pages to an A4 sheet, and a better shape on a tablet. | TBD | ||
| MarkdownPlain text. Drop it in Obsidian. | .md | .md | TBD |
| TSVOne row per step. Paste into Google Sheets. | .tsv | .tsv | TBD |
| HTMLThis page, standalone. | .html | .html | TBD |
| DOCXWord, Google Docs, LibreOffice. | .docx | .docx | TBD |
| EPUBFor a reader or a phone. | .epub | .epub | TBD |
STANDARD and FULL cover the same fifteen chapters — the difference between those two days is pace and how much we build together, not the installation.
A.5Version history
| Version | Date | Author | Note |
|---|---|---|---|
| 1.0.0 | 2026-10-13 | Ivo Barteček | First public edition: fifteen chapters, three lengths, six formats. |
| 1.1.0 | 2026-10-14 | Ivo Barteček | Wording revised to a plain professional register in all three languages; the quick start now opens the guide. |
| 1.2.0 | 2026-10-14 | Ivo Barteček | Two new chapters: what to do when an install fails, and how to take the access back afterwards. Every install chapter now ends with a check you can run yourself. The STANDARD length has dates: 30 and 31 October, Bratislava. |
A.6Legal notice
Copyright © 2026 WIKILOOK & NODE MORAVA. All rights reserved.
This manual is licensed under CC BY 4.0. If you share it in any form, in whole or in part, you must keep the attribution and link back to wikilook.sk.
The material handed out at the Wikilook AI Workshop itself is not under this licence: the briefing patterns, the invoice pipeline, the workbook specifications and the master skill stay ours.
Every instruction here was followed on a real machine before it was written down. Software moves; if a screen no longer matches a step, the software changed, and we would like to know -- info@wikilook.com.