Free guide · Around 20 minutes

Your business,
written down.

The first building block is a clear description of your business. Use the prompts below to start capturing the knowledge you explain over and over.

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Start with a plain document.

Write in your own words. Keep the first version short enough to read in a few minutes. Use information you’re comfortable placing in your chosen AI tool and remove private customer details from any examples.

What do we do?

Describe the business, the people you help and the work you’re responsible for.

Our business is… We help… People choose us because…

How do we work?

Capture the few things that explain your standards and the way you communicate.

Our tone is… The standards we care about are… When we communicate, we always… We avoid…

Where does the knowledge live?

List the tools and documents the team uses. Describe what each is for. Don’t include passwords or access keys.

Our customer information lives in… Our working documents live in… Our team uses these tools for… The person responsible for keeping this current is…

What would be useful first?

Pick one repeated task. Explain what starts it, what a good result looks like and who checks the work.

A task we repeat is… It starts when… A good result looks like… Before anything is acted on, this person reviews it…

What stays with a person?

Write down the decisions that need someone’s judgement and the things an assistant should ask about instead of guessing.

Always ask before… Never assume… These decisions belong to… If information is missing, say what’s missing.

Try it on one small job.

Use the document as context in your chosen AI assistant. Ask for a draft for a familiar task, then compare the result with what you’d actually use. Add the missing context and try again.

That’s the beginning of a business brain: useful knowledge that improves as you work with it.

What would a better working day look like?

Tell us where the time goes. We’ll work out what’s worth building.

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