Knowledge Base Starter

Writes to snapshot.md

Business snapshot

Give the brain a clean starting picture of what the business is and where it is going.

What is the business called?Use the name customers know.What does the business do?Keep it simple enough that a new assistant could repeat it back.What matters most this quarter?The brain needs a spine so future decisions have context.

Preview

Local

index.md
snapshot.md
people.md
workflows.md
decisions.md
preferences.md
open-loops.md
ai-instructions.md
CLAUDE.md
_inbox/README.md
_proposed/README.md
INSTALL.md

After Download

The brain is free. The upkeep system is the upgrade.

Weekly Memory Compiler

Locked

Turns raw notes into approved updates so the brain stays current.

Inbox Ingest Agent

Locked

Reads a local inbox folder and drafts proposed changes without overwriting trusted files.

Decision/Open Loop Updater

Locked

Keeps decisions, rules, and follow-ups from disappearing into old chats.

Agent Workbench

Locked

Shows tasks, approvals, health, and next moves without exposing raw client files.

Google Drive/M365 Connector

Locked

Connects shared folders after the local/manual workflow proves value.

Hosted Workbench + Local Agent

Locked

A paid setup where sensitive work runs locally and the dashboard stores scrubbed status only.

Walkthrough

Week 0: Put the folder somewhere easy to find and point your AI at CLAUDE.md.
Week 1: Tighten snapshot.md around one annual goal.
Week 2: Add the people, owners, and handoffs that drive daily work.
Week 3: Document the workflow that wastes the most time.
Weeks 4-7 unlock after the starter brain is downloaded.