Set up your AI
Claude or ChatGPT, it doesn't matter. Install a few things and connect Canva, Chrome and SharePoint. About 20 minutes, once. Set up
Record 1/2 ✓
Investment Snapshot
Package $900,305
Why we like it
✓ Dual key
✓ 5.2% yield
✓ Q1 2027 titles
✓ Matches BCS
Filed Investor › VIC › Serenity Rise
Draft ready Lot 299 pack
AI
Investor packs · VIC & WA
Every pack right,
the first time.
How the Prime Property team makes investor packs with AI. Your AI reads BCS, builds the Canva pack, files it and drafts the email. You check the things that matter.
How it works
Paste in the Prime instructions
One block of instructions teaches your AI our process, our rules and our folders, so it works the same for everyone. Get them
Say "Make the pack for Lot ___"
Open the lot in BCS and ask. The AI does the work and shows you page 2 next to BCS. You check it, then it files and drafts the email. See the steps
Read this first
Golden rules
These apply to you and to your AI, every time. They're also in the Prime instructions, so the AI follows them too.
Step 1 · Once
Set up your AI
Pick the one you already pay for. Both work the same way once the Prime instructions are in.
What to install
| What | Why | Claude users | ChatGPT users | Get it |
|---|---|---|---|---|
| Claude desktop app Pro or Max plan | The AI that does the work (Code tab) | Yes | No | claude.ai/download |
| ChatGPT Codex Plus, Pro or Business plan | OpenAI's agent that works on your computer | No | Yes | openai.com/codex |
| Node.js (LTS) | Needed to install Playwriter | Yes | Yes | nodejs.org (pick LTS, click through the installer) |
| Playwriter Chrome extension | Lets the AI use your Chrome for Outlook, SharePoint and Canva | Yes | Yes | Chrome Web Store. Add it to your Prime Chrome profile, pin it and click it (it goes from grey to coloured). |
| Playwriter command line | The AI's side of Playwriter | Yes | Yes | Ask your AI: "install the playwriter CLI" (it runs npm install -g playwriter) |
| Canva connection | Lets the AI open, copy, edit, export and file packs | Settings › Connectors › Canva | Add Canva's MCP server https://mcp.canva.com/mcp | Sign in with your Prime Canva login |
| BCS + VPN | The source of every number | Yes | Yes | Same as now. The AI only reads the BCS window. |
| Prime Chrome profile | Signed in to Outlook, SharePoint and Canva | Yes | Yes | You sign in yourself. Never give the AI your passwords. |
Nothing else to buy. No Python needed. If Windows asks whether to allow the installers, say yes.
Which model to pick
Getting the pack right matters more than saving usage. Use a capable model, and save usage by starting a fresh chat for each lot.
| App | Use for every pack | Use for a tricky pack | Don't use for packs |
|---|---|---|---|
| Claude (Code tab) | Opus 5.5 Most accurate. Switch to Sonnet 5.5 only if you keep hitting your limit. | Opus 5.5 | Haiku (too light for pricing checks) |
| ChatGPT Codex | GPT-6.1 Sol, reasoning High Capable, and lasts on a Plus plan. | GPT-6 Astra The most capable. Very limited on Plus (extra credits); included on Pro. | GPT-6 Luna, or Low reasoning (fast but misses things) |
- One lot per chat. Start a new chat for each pack. Long chats use your allowance much faster.
- Let it finish the checks. Don't skip the page 2 vs BCS comparison to save time; that's where the mistakes get caught.
- Model names and limits change. If yours look different, check Codex pricing.
Claude desktop app (Code tab)
- Install the Claude desktop app for Windows and sign in. A paid plan (Pro or Max) is needed for the Code tab.
- Open the Code tab and choose your working folder (e.g. Documents\Prime Packs).
- Connect Canva: Settings › Connectors › Canva › sign in with your Prime Canva login.
- Install Playwriter (lets the AI use your Chrome for Outlook, SharePoint and Cloudflare): add the Playwriter Chrome extension to the Chrome profile you use for Prime, pin it, and click it so it turns colour. Then ask Claude: "install the playwriter CLI".
- Paste the Prime instructions (step 2) into a file called CLAUDE.md in your working folder, or use the Download button.
- Test: open any lot in BCS and say "Check Lot ___ against BCS".
ChatGPT Codex (included with paid ChatGPT)
- Install Codex, OpenAI's coding agent that works on your computer. It's included with ChatGPT Plus, Pro and Business. Sign in with your ChatGPT account.
- Choose your working folder (e.g. Documents\Prime Packs).
- Connect Canva: add Canva's MCP server to Codex (Settings › MCP servers, or ask Codex to add https://mcp.canva.com/mcp) and sign in with your Prime Canva login.
- Install Playwriter: the same Chrome extension as above, pinned and switched on in your Prime Chrome profile. Then ask Codex: "install the playwriter CLI with npm".
- Paste the Prime instructions (step 2) into a file called AGENTS.md in your working folder, or use the Download button.
- Test: open any lot in BCS and say "Check Lot ___ against BCS".
Codex steps are being confirmed on the first team laptop. If a screen looks different, ask your AI, as it can usually talk you through it.
You'll also need
- BCS open on the same computer (VPN on). The AI captures the BCS window itself and never types into BCS.
- Your Prime Chrome profile signed in to Outlook, SharePoint and Canva.
- Canva on the Prime Property team, with access to Investor › VIC / WA.
Step 2 · Once
The Prime instructions
This is the whole playbook for your AI: the process, the checks, the rules, the folders and how to write the email. Everyone uses the same text so every pack comes out the same.
Prime pack instructions
Step 3 · Every pack
Making a pack, step by step
What you do, what the AI does, and what you must check before it moves on.
Youyou do itAIthe AI does itCheckyou check before it goes further
Try saying this
Talk, don't type. Press Win + H to dictate into any app, or use the mic button in Claude or ChatGPT. Speak normally, the way you'd ask a colleague.
Check tool
See what the AI checks
Use this to learn what the AI is checking, or to double-check a pack yourself. Drop in a BCS screenshot and it runs the same checks the AI runs.
In BCS, open the estate on STOCK_REGISTER, click the lot's row and make sure all the variances are visible. Then drop a screenshot here. It's read in your browser and never uploaded.
Autothis site does itYouyou do it in Canva, SharePoint or Outlook (Claude or Codex can do these for you)
Step 1
Drop the BCS screenshot here
or press Ctrl + V after Win + Shift + S
Step 2 Check the figures read from BCS (highlighted = read from the screenshot; amber = check this one)
Checklist
Tick each step for this lot
0 of 0 done
Send the pack
Open in Outlook
Attach the PDF before you send: the email-size copy for channels, the full Pro copy for the team.
Pricing rules
The numbers that catch us out
Folders
Where everything lives
Investor › State › Estate
Prime Property › Spreadsheets › Investor
├── VIC
│ └── Serenity Rise
│ └── Information Pack - Lot 299 … .pdf
└── WA
└── [Estate] › [pack].pdf
Packs only go in Investor. Projects is for Prime's own land (Tivendale etc.). File a pack once it has been sent.
Open SharePointSame structure in Canva
Prime Property
├── 00 Templates
├── 01 Suburb profiles
└── Investor
├── VIC › [Estate] › [pack]
└── WA › [Estate] › [pack]
Start every pack by copying the closest pack of the same product in the same estate or suburb.
Open Canva