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How to use Winston
You don't need to have used anything like this before. This manual explains what Winston can do for Winston Butler, shows how the pieces fit together, and walks you through every tab one step at a time, with practice exercises so you become confident using it.
39 chapters · 427 step-by-step instructions
Brand new? Take the step-by-step classOne lesson per tab, working through every option on it.Your progress
Winston is an AI butler for business owners. He writes, researches, plans and keeps track, then asks you before anything important goes out. Think of him as a capable assistant who never sleeps and remembers what you've taught him.
This main hub runs Winston Butler itself and every client company. Each business you create gets a hub of its own with the same tools, and each client can have a private portal to follow the work.
Winston uses more than one AI. Connect Claude, Gemini and ChatGPT and he can ask all three and weigh their answers before advising you.
Every chapter in this manual belongs to one of these groups, just like the menu. Winston works across all of them.
Winston writes; you decide. This loop runs through almost everything he does.
A good order for your first visit. Each step has its own chapter below.
Read in order
Chapters follow the menu, from the basics to the specialist tabs. Each one builds on the last.
Follow along
Every chapter has a Go to this tab button. Open it beside the guide and do each step as you read.
Practise, then tick it off
Try the short exercises at the end of each chapter, then mark it as learned to track your progress.
Pick any chapter for a plain-language walkthrough with diagrams, numbered steps and practice.
Words you'll see around Winston, in plain English.
Chapter 12
CRM: activities, reports and automations
Your to-do list, sales reports, and rules that do the next step for you.
Chapter 26
Finance: planning, payroll and plans
Budget against actuals, test what-ifs, track payroll and write business and investor plans.
Chapter 34
Legal
Request company formation, contracts and legal help from RocketLawyer.
Chapter 38
Client Logins
Give each client business its own sign-in to its private portal.