> ## Documentation Index > Fetch the complete documentation index at: https://docs.terminus.app/llms.txt > Use this file to discover all available pages before exploring further. # Build Your Setup with Claude > Give Claude the spreadsheet your team builds UTM links in, and it builds the matching picklists, fields, and taxonomy in Terminus Hub as a draft for you to review and publish. If your naming convention lives in a spreadsheet, Claude can read it and build the same rules in Terminus Hub: your lists become picklists, your columns become fields, and your formulas and dropdown rules become field settings. Claude works on a draft, and nothing goes live until you review and publish it. This guide uses Acme's spreadsheet, which builds every campaign link from a goal, a country and region, a launch date, a campaign name, and a medium and source. > [!TIP] > > **Try it with our sample spreadsheet.** Download [acme-utm-rules.xlsx](https://hub.terminus.app/help/samples/acme-utm-rules.xlsx) (Excel) and attach it in step 3. It has a **Read me** tab with Acme's naming rules, a **Lookups** tab with its lists, and **Email**, **Social**, and **Paid** tabs that build each tagged URL with formulas and dropdowns. ## Before you start * You need the owner or admin role, because building a setup edits a governance model. * Connect Claude to Terminus Hub first. See [Connect AI apps](/guides/connect-ai-apps.md). Your account must allow app connections. * This guide starts from the [welcome screen](/guides/dashboard.md#the-welcome-screen) of a new account. If your account already has a setup, you can still ask Claude to change it. See [Connect AI apps](/guides/connect-ai-apps.md). ## Build your setup **1. Choose Use my own AI** On the welcome screen, click **Use my own AI**. The page **Build your setup with your own AI** lists three steps. If Claude is not connected yet, start with **Add the Terminus connector**. Under **Paste this line into a new chat**, click **Copy line**. **2. Ask Claude to set up Terminus** In a new Claude chat, paste the line and send it: ```text theme={null} Read https://hub.terminus.app/prompts/onboarding.md and follow it. ``` Claude reads the onboarding steps, checks that Terminus is connected, and asks for your UTM or naming convention. **3. Share your spreadsheet** Attach your spreadsheet (or a document that describes your convention) and send it. Claude reads every tab, formula, and dropdown rule, and replies with what it found. For Acme's spreadsheet, that includes a URL field that accepts only `https://` links, a launch date that cannot be in the past, and a campaign name that is lowercased with spaces turned into underscores. Correct anything Claude misread. Claude also asks for a few real tagged URLs from recent campaigns, and checks them against the rules, because live links sometimes use values your lists don't have. Then it asks about rules that are not in the spreadsheet, such as a length limit on campaign names. **4. Approve each change** Claude builds in batches. It test-runs each batch first, shows you the result, and applies it only after you agree. It also asks about anything it cannot decide for you. Acme's spreadsheet has an Email, a Social, and a Paid tab with the same columns, so Claude asks whether you want one taxonomy or three. When Claude asks to use the Terminus tool that changes a governance model, review the request and allow it. When the last batch is in, Claude says the draft is ready. It is still a draft: nothing is live. **5. Review and publish** Back in Terminus Hub, click **Check for my setup** on the welcome page. Once the draft has a taxonomy, the page opens **Review your setup**, with one card per taxonomy and its fields. Click a dropdown's value count to see its values. To change anything, click **Open in designer**, or ask Claude. When it looks right, click **Publish and start building**. See [Review and publish your setup](/guides/dashboard.md#review-and-publish-your-setup) for what that does. **6. Build your first URL** The builder opens on your new taxonomy. Fill in a row the way you would in the spreadsheet. For Acme: type `shop.acme.example/deals`, click **awareness**, **us**, and **ca**, pick a launch date (past dates are greyed out), type `Black Friday 2026`, and pick **email**, then **newsletter**. The computed values match the spreadsheet: UTM Campaign is `awareness-us-ca-2026_11_15-black_friday_2026`. Click **Create URL**. The **Submissions** list shows **Your first URL is live**, with the link and a copy button. ## Related > **[Connect AI apps](/guides/connect-ai-apps.md)** > > Connect Claude or ChatGPT, and what it can do in Terminus Hub. > **[Dashboard](/guides/dashboard.md)** > > The welcome screen, the setup review, and the setup checklist. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.