For QSR Assistant Managers ·
What you'll accomplish
By the end of this guide, you'll have a Claude Project set up with your restaurant's actual policies and templates loaded inside it — so every time you need to write a coaching notice, corrective action plan, or policy summary, Claude already knows your store's format and you don't have to explain context from scratch.
What you'll need
Why Pro? The free version of Claude works for basic tasks, but the "Projects" feature — which lets you upload documents and save context — requires Pro. If you use Claude every workday, $20/mo works out to less than $1 per workday.
In the Project Instructions field (or "Custom Instructions"), write:
You are the assistant manager's documentation assistant for a QSR fast food restaurant location.
Your job: Help draft professional HR documents, operational communications, training materials, and management reports.
Always:
- Use formal but accessible language
- Format documents with clear sections and headers
- Be specific — ask for details if the request is vague
- Use templates from the uploaded files when applicable
Never:
- Make up policy details — flag when you're unsure
- Include legal admissions of liability
- Use overly corporate or jargon-heavy language
Context: This is a franchise fast food location. The AM works without an HR department on-site. The GM reviews final documents.
Click Add files or the upload icon in the project panel. Upload whatever you have:
Priority uploads:
If you only have printed copies, take photos with your phone and upload as images — Claude can read them.
Don't have digital copies? Ask your GM for the franchise portal login — most franchise brands have a document library. Or ask HR at your franchise group.
Open a new conversation in the project (not a regular Claude chat — in the project itself). Try:
Write a coaching notice for an employee who had a no-call/no-show on March 18. This is their second attendance incident in 30 days. Use our attendance policy format.
What you should see: Claude references your uploaded attendance policy and generates a notice that matches your store's format and policy language — not a generic template.
Troubleshooting: If Claude doesn't reference the uploaded files, check that files are visible in the project panel. If they're there but not being used, add a line to your instructions: "Always reference the uploaded policy documents when writing HR forms."
Claude Projects have a Notes feature. Use it to store your best prompts as a quick reference. Add notes like:
WRITE-UP PROMPT:
"Write a formal coaching notice for [employee name] for [incident]. This is their [first/second/third] offense. Use our discipline policy format."
CORRECTIVE ACTION PLAN PROMPT:
"Write a corrective action plan after [describe audit finding]. Include root cause, actions, owner, timeline, and prevention."
SHIFT HANDOFF PROMPT:
"Structure this shift summary into a handoff note for the incoming manager: [paste your notes]"
Weekly manager summary for GM:
Write a weekly operations summary for my GM. This week: [describe highlights and issues — sales vs. target, staffing challenges, any incidents, training completions, upcoming concerns]. Format as a 200-word memo with bullet points.
New policy announcement for staff:
We're implementing a new [policy — e.g., phone use policy, uniform policy]. Write a short, clear announcement I can post on the break room board and read at the pre-shift huddle. Plain language, under 150 words.
Employee performance review:
Write a quarterly performance review for [employee name], [position]. Their strengths: [list]. Development areas: [list]. Overall rating I'd give: [good/meets expectations/needs improvement]. Use our review format.