The Agentic Business Method™

The Guide Library

The live source of truth for the strategies, methods and systems behind the Agentic Business Method. You don’t read the guides here — you read them inside your own AI, through the Agentic Business Guide MCP. This page is the index: what exists, what each guide covers, and when it last changed.

Guides: 48
Sections: 525
Platforms: 2
Last published: 22 Aug 2026

Every guide

48 guides

Notion Business OS

33 guides

AI & Agentic Infrastructure

BOSG-1CASA: Your Setup Guide
Use when someone is new to CASA, asks where to start with Business OS or AI, needs to choose a first business area, wants the four stages explained, or needs to check whether a CASA stage is complete.
OS CoreVersion 1Updated 22 Aug 202612 sections
What’s inside
1. 1Key facts
2. 2What this is actually for
3. 3The four stages
4. 4Pick one area, and pick it now
5. 5What you should understand before you start
6. 6What one lap looks like
7. 7The second lap
8. 8Running it in the Business OS
9. 9Troubleshooting
10. 10Where to start, today
11. 11Running it in CoWork OS
To read it, ask your connected AI for BOSG-1.
BOSG-12Agent Use Cases & Good Practices
Use when someone asks how to connect the live Business OS guides, get better results from their personal agent, personalise instructions, choose a model, reuse chats, add modes, respond to an agent getting stuck, or decide what to try first.
OS CoreVersion 2Updated 22 Aug 20263 sections
What’s inside
1. 11. Good Practices
2. 22. Agent Use-Case Inspiration
To read it, ask your connected AI for BOSG-12.
BOSG-17Guide: Team AI Hub
Use when a team is designing collaborative AI in BusinessOS; setting up the personal AI layer for each user; maintaining shared foundations, skills, specialist modes, knowledge bases or custom agents; deciding where new AI context belongs; or troubleshooting why an AI asset is not being used.
OS CoreVersion 4Updated 22 Aug 202619 sections
What’s inside
1. 1What matters before you start
2. 2What the Team AI Hub is
3. 3The hub, area by area
4. 4Your personal agent is the orchestration layer
5. 5AI Guides & Primitives: rules that need one home
6. 6Shared Skills: procedures that run and finish
7. 7Specialist modes: a role that lasts for the conversation
8. 8Specialist Knowledge Bases: focused agent brains
9. 9Custom Agent Templates: separate workers with their own remit
10. 10Where the knowledge comes from
11. 11How the relation network works
12. 12Where a new AI asset belongs
13. 13Adding or changing an asset
14. 14Common ways the system gets used
15. 15How permissions and approvals work
16. 16Troubleshooting
17. 17The deeper guide network
18. 18So where does this leave you?
To read it, ask your connected AI for BOSG-17.
BOSG-18Your Personal Dashboard & Personal Agent Instructions
Use when claiming or setting up a personal dashboard, connecting the User property, binding Personal Agent Instructions, creating or updating a personal voice profile, troubleshooting empty personal views, or checking what a team member may edit.
OS CoreVersion 1Updated 22 Aug 202610 sections
What’s inside
1. 1Key facts
2. 2What the dashboard actually is
3. 3The four personal pages
4. 4Connecting your agent
5. 5What is on the instruction page
6. 6What you may change, and what you may not
7. 7Personal records and privacy
8. 8Troubleshooting
9. 9So where does this leave you
To read it, ask your connected AI for BOSG-18.
BOSG-2CASA: Systematise
Use when documenting a process, writing an SOP, deciding which work should remain human or be handed to AI, choosing between a skill, routine, mode or automation, or improving unreliable agent output.
OS CoreVersion 1Updated 22 Aug 202624 sections
What’s inside
1. 1Key facts
2. 2What this stage is really about
3. 3Part one: write it down
4. 4Granularise before you do anything else
5. 5Then pick one
6. 6The three questions an SOP has to answer
7. 7Two altitudes: the job and the function
8. 8Where the information has to live
9. 9Part two: decide what the machine touches
10. 10Deterministic and non-deterministic
11. 11The five levels of handover
12. 12Where quality actually lives
13. 13Part three: turn the SOP into something that runs
14. 14The shape almost every process takes
15. 15What an SOP becomes
16. 16The one rule that makes instructions hold
17. 17Reliability, in four more moves
18. 18Edit the source, regenerate the output
19. 19Choosing what to build on
20. 20Running it in the Business OS
21. 21Troubleshooting
22. 22The part worth the effort
23. 23Running it in CoWork OS
To read it, ask your connected AI for BOSG-2.
BOSG-20How to Use Your Specialist Sub-Agent Modes
Use when choosing, briefing or troubleshooting a specialist mode; when answers are generic; when a mode does not fire; when creating or maintaining a specialist knowledge base; or when adding a mode to personal instructions.
OS CoreVersion 1Updated 22 Aug 202614 sections
What’s inside
1. 1Key facts
2. 2What a specialist actually is
3. 3How a specialist gets called
4. 4Briefing a specialist
5. 5The knowledge base is the whole game
6. 6Adding an entry properly
7. 7Confidence levels
8. 8Building your first knowledge base
9. 9Letting your agent add entries
10. 10Skills, and where they sit
11. 11When the answer is not good enough
12. 12The specialists in this system
13. 13Five mistakes worth avoiding
To read it, ask your connected AI for BOSG-20.
BOSG-21How to Build Your Own Specialist Mode
Use when creating, registering, simplifying or repairing a specialist mode; deciding whether a request needs a mode, skill or primitive; creating a specialist knowledge base; or adding a mode to a personal agent router.
OS CoreVersion 1Updated 22 Aug 202612 sections
What’s inside
1. 1Key facts
2. 2First, decide whether you need one
3. 3Step 1: name the domain and its boundaries
4. 4Step 2: create the knowledge base
5. 5Step 3: write the instruction page
6. 6Step 4: seed the knowledge base
7. 7Step 5: add it to your router
8. 8Step 6: test it with three real questions
9. 9Step 7: register it and connect the skills
10. 10Making it good over time
11. 11Common problems and where they come from
To read it, ask your connected AI for BOSG-21.
BOSG-22How to Build Your Identity & Voice Profile
Use when setting up or improving Who I Am, Personal Voice Profile or Voice Profile Interview; when a user’s AI writing sounds generic; when personal voice conflicts with brand voice; or when deciding who can access these pages.
OS CoreVersion 1Updated 22 Aug 202612 sections
What’s inside
1. 1Key facts
2. 2Why your agent needs this at all
3. 3Three pages, three load frequencies
4. 4Filling them in
5. 5The one thing that decides whether it works
6. 6The quality gate
7. 7How your voice and the brand voice fit together
8. 8Who can see this
9. 9Keeping it current
10. 10Troubleshooting
11. 11Worth the half hour
To read it, ask your connected AI for BOSG-22.
BOSG-23How to Set Your Brand Voice & Business Identity
Use when defining or rebuilding business identity or brand voice, setting writing standards for a brand or channel, diagnosing off-brand copy, deciding who can edit brand context, or deciding whether a separate channel profile is needed.
OS CoreVersion 1Updated 22 Aug 202611 sections
What’s inside
1. 1Key facts
2. 2Two pages, and why they are separate
3. 3Who fills these in
4. 4Running the brand voice interview
5. 5One profile per brand or channel
6. 6How the layers stack
7. 7The quality gate
8. 8Keeping it current
9. 9Troubleshooting
10. 10Where to start if this feels like a lot
To read it, ask your connected AI for BOSG-23.
BOSG-24Getting Started: Your First Session in the Business OS
Use when a new workspace owner or team member is setting up Business OS for the first time, feels lost, needs the onboarding prompt, has an empty dashboard, needs to claim their dashboard, or needs setup troubleshooting.
OS CoreVersion 3Updated 22 Aug 202612 sections
What’s inside
1. 1Key facts
2. 2First, which one are you
3. 3The seven-minute version
4. 4Route A, admin or main user: eight steps
5. 5Route B, joining an existing workspace: six steps
6. 6What good looks like after setup
7. 7Adding and changing things later
8. 8When something is broken rather than unfamiliar
9. 9Troubleshooting
10. 10Where to get help
11. 11So where does this leave you
To read it, ask your connected AI for BOSG-24.
BOSG-25How to Use the Skills in Your Workspace
Use when someone asks what a skill is, how to enable or use a skill, why a skill did not fire, how to enable AI meeting note instructions, how skills differ from modes, or where a skill belongs in the AI architecture.
OS CoreVersion 1Updated 22 Aug 202613 sections
What’s inside
1. 1Key facts
2. 2Why any of this exists
3. 3What a skill actually is
4. 4Switching a skill on
5. 5The four layers, and where skills sit
6. 6Three kinds of skill, and why that matters
7. 7How your agent decides which one to run
8. 8The relations, and what they are for
9. 9What Status actually tells you
10. 10When a skill does not fire
11. 11Troubleshooting
12. 12Where to start
To read it, ask your connected AI for BOSG-25.
BOSG-26How to Build Your Own Skill
Use when creating, auditing or fixing a skill; deciding whether a workflow should be a reference, task or routine skill; converting an SOP or long prompt into a skill; or troubleshooting unreliable skill triggers.
OS CoreVersion 1Updated 22 Aug 202613 sections
What’s inside
1. 1Key facts
2. 2Start with the thing you already do
3. 3Step 1: scope it to one outcome
4. 4Step 2: decide which kind it is
5. 5Step 3: draft it with the meta skills
6. 6Step 4: write the parts that people skip
7. 7Step 5: wire it into the network
8. 8Step 6: check the trigger, and leave one worked example
9. 9Step 7: register it, then switch it on
10. 10The ten standards it will be scored against
11. 11Troubleshooting
12. 12The compounding bit
To read it, ask your connected AI for BOSG-26.
BOSG-27Guide: From SOP to skill, routine, automation or agent
Use when an SOP already exists and someone needs to decide whether it should stay human, become a skill, routine, automation or custom agent, or when converting a proven procedure into reusable AI support.
OS CoreVersion 1Updated 22 Aug 20268 sections
What’s inside
1. 1What this guide is for
2. 2The asset types
3. 3The decision order
4. 4The source-of-truth rule
5. 5Worked example
6. 6Common mistakes
7. 7Routing for support agents
To read it, ask your connected AI for BOSG-27.
BOSG-28Guide: AI-ready knowledge pages and database properties
Use when creating or improving a guide, knowledge page or database property for AI retrieval; when deciding which properties a knowledge base needs; or when an agent cannot reliably interpret a page.
OS CoreVersion 1Updated 22 Aug 202612 sections
What’s inside
1. 1What this guide is for
2. 2Use the existing properties first
3. 3Write a useful summary
4. 4Give every input a fixed address
5. 5Name outputs as artefacts
6. 6Separate facts, rules and generated help
7. 7Make the page easy to read
8. 8Test retrieval, not just prose
9. 9Maintenance
10. 10Worked example
11. 11Quality check
To read it, ask your connected AI for BOSG-28.
BOSG-29Guide: Human-first SOPs with an AI handoff
Use when writing or improving an SOP that people need to follow and AI may later support; when adding a clear human-to-AI handoff; or when making a process both readable and retrievable.
OS CoreVersion 1Updated 22 Aug 20268 sections
What’s inside
1. 1What this guide is for
2. 2The main rule
3. 3The human procedure
4. 4The Automation and AI handoff
5. 5Worked example
6. 6Quality check
7. 7When to use this guide
To read it, ask your connected AI for BOSG-29.
BOSG-3CASA: Consolidate
Use when starting Business OS, consolidating scattered tools or knowledge, deciding where information should live, removing duplicates, connecting databases, or questioning whether a specialist knowledge base is needed yet.
OS CoreVersion 1Updated 22 Aug 202613 sections
What’s inside
1. 1Key facts
2. 2What consolidation actually is
3. 3Start with the chaos audit
4. 4What goes in, and what does not
5. 5The describing is the work
6. 6Write the page about you
7. 7The Business Wiki and specialist knowledge bases
8. 8Running it in the Business OS
9. 9How long this takes
10. 10Troubleshooting
11. 11The bit that pays you back
12. 12Running it in CoWork OS
To read it, ask your connected AI for BOSG-3.
BOSG-30Guide: Company knowledge and specialist knowledge architecture
Use when deciding whether information belongs in the Business Wiki, a specialist knowledge base, a guide, skill, mode or dashboard; when defining source-of-truth rules; or when resolving conflicting business knowledge.
OS CoreVersion 1Updated 22 Aug 202612 sections
What’s inside
1. 1What this guide is for
2. 2The four questions to ask
3. 3The source-of-truth model
4. 4Business Wiki versus specialist knowledge base
5. 5Consolidate first
6. 6Architect the information and AI together
7. 7How sources disagree
8. 8Dashboards and linked views
9. 9The specialist knowledge base catalogue
10. 10Worked example
11. 11Quality check
To read it, ask your connected AI for BOSG-30.
BOSG-31How Memory Works in Business OS
Use when deciding where AI memory belongs; adding or reviewing personal, project or client memory; separating memory from tasks and business knowledge; checking privacy; or archiving an older memory log.
OS CoreVersion 1Updated 22 Aug 20269 sections
What’s inside
1. 1What memory is for
2. 2Where each kind of memory lives
3. 3What a memory entry looks like
4. 4The working loop
5. 5Memory is not action tracking
6. 6Privacy rules
7. 7Keeping memory manageable
8. 8Related guides
To read it, ask your connected AI for BOSG-31.
BOSG-32How to Create and Maintain AI Guides & Primitives
Use when creating, reviewing or repairing a shared AI Guide or Primitive; deciding whether information belongs in a guide, skill, specialist mode, knowledge base or Business Wiki; defining retrieval properties; or checking dependencies before an edit.
OS CoreVersion 1Updated 22 Aug 202613 sections
What’s inside
1. 1Start by choosing the right home
2. 2Give one guide one job
3. 3Establish what makes it true
4. 4Complete the properties
5. 5Write the page for people first
6. 6Keep facts, rules and generated help separate
7. 7Connect the guide to the AI network
8. 8Test before changing its status
9. 9Maintain the source and its dependencies
10. 10What does not belong in an AI Guide
11. 11Final check
12. 12Related guides
To read it, ask your connected AI for BOSG-32.
BOSG-4CASA: Architect
Use when designing the Business OS information architecture, deciding where knowledge belongs, structuring dashboards and databases, creating specialist knowledge bases, or defining sources of truth and routing rules.
OS CoreVersion 1Updated 22 Aug 202613 sections
What’s inside
1. 1Key facts
2. 2Two architectures, not one
3. 3Half one: the information architecture
4. 4Half two: the AI architecture
5. 5Do you need a knowledge base?
6. 6The guardrails nobody mentions
7. 7What CASA gives up, and why
8. 8How the Business Wiki and specialist knowledge bases connect
9. 9Running it in the Business OS
10. 10Troubleshooting
11. 11What to build first
12. 12Running it in CoWork OS
To read it, ask your connected AI for BOSG-4.
BOSG-45Connecting the Agentic Business Method Guide MCP
Use when someone is setting up Business OS for the first time, connecting or reconnecting the Agentic Business Method Guide MCP, obtaining or entering a licence key, troubleshooting a missing Custom MCP option, testing guide retrieval, or deciding what to do when the guide service returns no result.
OS CoreVersion 1Updated 22 Aug 202613 sections
What’s inside
1. 1What this connection does
2. 2Before you begin
3. 3Connection details
4. 4Connect the guide service to your Notion Agent
5. 5Add the connection to a Custom Agent
6. 6Test the connection
7. 7If you are a workspace admin
8. 8If you are a team member
9. 9Troubleshooting
10. 10Disconnect or reconnect
11. 11What to do next
12. 12Further reading
To read it, ask your connected AI for BOSG-45.
BOSG-48How to Build a Custom Personal Daily & Weekly Briefer in Notion Business OS
Use when someone wants a daily or weekly briefing inside Business OS, wants to build a custom agent or skill that reports on their tasks, issues, team and calendar, wants a briefing report on their personal dashboard, is weighing running a briefer automatically versus on demand, or is thinking about the Notion AI credit cost of an automated agent.
OS CoreVersion 1Updated 22 Aug 202610 sections
What’s inside
1. 1Key facts
2. 2What a briefer is in Business OS
3. 3Two ways to run it, and what each costs
4. 4What it pulls in
5. 5Building it
6. 6Daily and weekly
7. 7The CoWork OS alternative
8. 8Troubleshooting
9. 9So where does this leave you
To read it, ask your connected AI for BOSG-48.
BOSG-49Notion Connectors and External Tools: Selection, Permissions and Safety
Use when someone wants to connect email, calendar, Slack, Google Drive, a CRM, another file source or a custom MCP to Business OS; choose between a native Connector, personal connection, Custom Agent connection, link or sync; decide who should approve or authenticate it; set read-only or edit access; route an external source through the Context Map and Business Wiki; test or remove a connection; or assess client, personal or team-data risk.
OS CoreVersion 1Updated 22 Aug 202619 sections
What’s inside
1. 1Main facts
2. 2Start with the job
3. 3Choose the right route
4. 4What a connection enables
5. 5Decide whether it is personal or shared
6. 6Grant the smallest useful access
7. 7Read, controlled write or consequential action
8. 8Protect personal, client and team information
9. 9Check a custom MCP before adding it
10. 10Record where the source lives
11. 11Test before expanding access
12. 12Worked examples
13. 13Review and remove connections
14. 14When to stop and ask
15. 15Troubleshooting
16. 16When the setup is done
17. 17Related guides
18. 18Next useful action
To read it, ask your connected AI for BOSG-49.
BOSG-5CASA: Activate
Use when a documented and tested process is ready to run on real work, an activated workflow fails, someone asks what should remain human, or they are starting a second CASA improvement cycle.
OS CoreVersion 1Updated 22 Aug 202612 sections
What’s inside
1. 1Key facts
2. 2Check you are allowed to be here
3. 3Switch it on, on real work
4. 4Break it deliberately
5. 5The layer that is not in the shared workspace
6. 6Holding the line on what stays human
7. 7Running it in the Business OS
8. 8Planning lap two
9. 9Troubleshooting
10. 10What you actually have now
11. 11Running it in CoWork OS
To read it, ask your connected AI for BOSG-5.
BOSG-52Using Business OS Responsibly: Data, AI and Your Responsibilities
Use before adding real business, client, employee or personal data to Business OS; when deciding what an agent, teammate, guest or connection may access; when reviewing AI-generated work; when setting backups, retention or an incident route; or when someone asks what responsibility remains with the business rather than Better Creating, Notion or an AI agent.
OS CoreVersion 1Updated 22 Aug 202616 sections
What’s inside
1. 1Main facts
2. 2Before adding real data
3. 3The responsibility boundary
4. 4Decide what belongs in the workspace
5. 5Grant the smallest useful access
6. 6Use AI as checked assistance
7. 7Check connected services
8. 8Keep one source of truth
9. 9Backups and recovery
10. 10Keep information current
11. 11If something is shared incorrectly
12. 12A practical pre-flight check
13. 13When to ask for qualified help
14. 14Related guides
15. 15Next useful action
To read it, ask your connected AI for BOSG-52.

Concept

BOSG-1CASA: Your Setup Guide
Use when someone is new to CASA, asks where to start with Business OS or AI, needs to choose a first business area, wants the four stages explained, or needs to check whether a CASA stage is complete.
OS CoreVersion 1Updated 22 Aug 202612 sections
What’s inside
1. 1Key facts
2. 2What this is actually for
3. 3The four stages
4. 4Pick one area, and pick it now
5. 5What you should understand before you start
6. 6What one lap looks like
7. 7The second lap
8. 8Running it in the Business OS
9. 9Troubleshooting
10. 10Where to start, today
11. 11Running it in CoWork OS
To read it, ask your connected AI for BOSG-1.
BOSG-11Guide: The Agentic Context Map
Use when an agent needs to locate the canonical source for business context, determine where information belongs, understand how guides, skills and modes connect, or avoid searching the workspace blindly.
OS CoreVersion 1Updated 22 Aug 20265 sections
What’s inside
1. 1What it is
2. 2Why it exists
3. 3How to use it
4. 4Where it sits
To read it, ask your connected AI for BOSG-11.
BOSG-2CASA: Systematise
Use when documenting a process, writing an SOP, deciding which work should remain human or be handed to AI, choosing between a skill, routine, mode or automation, or improving unreliable agent output.
OS CoreVersion 1Updated 22 Aug 202624 sections
What’s inside
1. 1Key facts
2. 2What this stage is really about
3. 3Part one: write it down
4. 4Granularise before you do anything else
5. 5Then pick one
6. 6The three questions an SOP has to answer
7. 7Two altitudes: the job and the function
8. 8Where the information has to live
9. 9Part two: decide what the machine touches
10. 10Deterministic and non-deterministic
11. 11The five levels of handover
12. 12Where quality actually lives
13. 13Part three: turn the SOP into something that runs
14. 14The shape almost every process takes
15. 15What an SOP becomes
16. 16The one rule that makes instructions hold
17. 17Reliability, in four more moves
18. 18Edit the source, regenerate the output
19. 19Choosing what to build on
20. 20Running it in the Business OS
21. 21Troubleshooting
22. 22The part worth the effort
23. 23Running it in CoWork OS
To read it, ask your connected AI for BOSG-2.
BOSG-22How to Build Your Identity & Voice Profile
Use when setting up or improving Who I Am, Personal Voice Profile or Voice Profile Interview; when a user’s AI writing sounds generic; when personal voice conflicts with brand voice; or when deciding who can access these pages.
OS CoreVersion 1Updated 22 Aug 202612 sections
What’s inside
1. 1Key facts
2. 2Why your agent needs this at all
3. 3Three pages, three load frequencies
4. 4Filling them in
5. 5The one thing that decides whether it works
6. 6The quality gate
7. 7How your voice and the brand voice fit together
8. 8Who can see this
9. 9Keeping it current
10. 10Troubleshooting
11. 11Worth the half hour
To read it, ask your connected AI for BOSG-22.
BOSG-23How to Set Your Brand Voice & Business Identity
Use when defining or rebuilding business identity or brand voice, setting writing standards for a brand or channel, diagnosing off-brand copy, deciding who can edit brand context, or deciding whether a separate channel profile is needed.
OS CoreVersion 1Updated 22 Aug 202611 sections
What’s inside
1. 1Key facts
2. 2Two pages, and why they are separate
3. 3Who fills these in
4. 4Running the brand voice interview
5. 5One profile per brand or channel
6. 6How the layers stack
7. 7The quality gate
8. 8Keeping it current
9. 9Troubleshooting
10. 10Where to start if this feels like a lot
To read it, ask your connected AI for BOSG-23.
BOSG-24Getting Started: Your First Session in the Business OS
Use when a new workspace owner or team member is setting up Business OS for the first time, feels lost, needs the onboarding prompt, has an empty dashboard, needs to claim their dashboard, or needs setup troubleshooting.
OS CoreVersion 3Updated 22 Aug 202612 sections
What’s inside
1. 1Key facts
2. 2First, which one are you
3. 3The seven-minute version
4. 4Route A, admin or main user: eight steps
5. 5Route B, joining an existing workspace: six steps
6. 6What good looks like after setup
7. 7Adding and changing things later
8. 8When something is broken rather than unfamiliar
9. 9Troubleshooting
10. 10Where to get help
11. 11So where does this leave you
To read it, ask your connected AI for BOSG-24.
BOSG-25How to Use the Skills in Your Workspace
Use when someone asks what a skill is, how to enable or use a skill, why a skill did not fire, how to enable AI meeting note instructions, how skills differ from modes, or where a skill belongs in the AI architecture.
OS CoreVersion 1Updated 22 Aug 202613 sections
What’s inside
1. 1Key facts
2. 2Why any of this exists
3. 3What a skill actually is
4. 4Switching a skill on
5. 5The four layers, and where skills sit
6. 6Three kinds of skill, and why that matters
7. 7How your agent decides which one to run
8. 8The relations, and what they are for
9. 9What Status actually tells you
10. 10When a skill does not fire
11. 11Troubleshooting
12. 12Where to start
To read it, ask your connected AI for BOSG-25.
BOSG-26How to Build Your Own Skill
Use when creating, auditing or fixing a skill; deciding whether a workflow should be a reference, task or routine skill; converting an SOP or long prompt into a skill; or troubleshooting unreliable skill triggers.
OS CoreVersion 1Updated 22 Aug 202613 sections
What’s inside
1. 1Key facts
2. 2Start with the thing you already do
3. 3Step 1: scope it to one outcome
4. 4Step 2: decide which kind it is
5. 5Step 3: draft it with the meta skills
6. 6Step 4: write the parts that people skip
7. 7Step 5: wire it into the network
8. 8Step 6: check the trigger, and leave one worked example
9. 9Step 7: register it, then switch it on
10. 10The ten standards it will be scored against
11. 11Troubleshooting
12. 12The compounding bit
To read it, ask your connected AI for BOSG-26.
BOSG-3CASA: Consolidate
Use when starting Business OS, consolidating scattered tools or knowledge, deciding where information should live, removing duplicates, connecting databases, or questioning whether a specialist knowledge base is needed yet.
OS CoreVersion 1Updated 22 Aug 202613 sections
What’s inside
1. 1Key facts
2. 2What consolidation actually is
3. 3Start with the chaos audit
4. 4What goes in, and what does not
5. 5The describing is the work
6. 6Write the page about you
7. 7The Business Wiki and specialist knowledge bases
8. 8Running it in the Business OS
9. 9How long this takes
10. 10Troubleshooting
11. 11The bit that pays you back
12. 12Running it in CoWork OS
To read it, ask your connected AI for BOSG-3.
BOSG-32How to Create and Maintain AI Guides & Primitives
Use when creating, reviewing or repairing a shared AI Guide or Primitive; deciding whether information belongs in a guide, skill, specialist mode, knowledge base or Business Wiki; defining retrieval properties; or checking dependencies before an edit.
OS CoreVersion 1Updated 22 Aug 202613 sections
What’s inside
1. 1Start by choosing the right home
2. 2Give one guide one job
3. 3Establish what makes it true
4. 4Complete the properties
5. 5Write the page for people first
6. 6Keep facts, rules and generated help separate
7. 7Connect the guide to the AI network
8. 8Test before changing its status
9. 9Maintain the source and its dependencies
10. 10What does not belong in an AI Guide
11. 11Final check
12. 12Related guides
To read it, ask your connected AI for BOSG-32.
BOSG-4CASA: Architect
Use when designing the Business OS information architecture, deciding where knowledge belongs, structuring dashboards and databases, creating specialist knowledge bases, or defining sources of truth and routing rules.
OS CoreVersion 1Updated 22 Aug 202613 sections
What’s inside
1. 1Key facts
2. 2Two architectures, not one
3. 3Half one: the information architecture
4. 4Half two: the AI architecture
5. 5Do you need a knowledge base?
6. 6The guardrails nobody mentions
7. 7What CASA gives up, and why
8. 8How the Business Wiki and specialist knowledge bases connect
9. 9Running it in the Business OS
10. 10Troubleshooting
11. 11What to build first
12. 12Running it in CoWork OS
To read it, ask your connected AI for BOSG-4.
BOSG-47Bring Your Business Context into Business OS: Import, Migrate and Seed
Use when bringing existing clients, goals, projects, tasks, SOPs or files into Business OS; deciding what to enter manually, import, connect, link or leave in place; choosing between the Business Wiki and a specialist knowledge base; moving selected material from spreadsheets, documents or another Notion workspace; or fixing duplicates and missing relations after an import.
OS CoreVersion 1Updated 22 Aug 202616 sections
What’s inside
1. 1Key facts
2. 2Make the plan with your agent
3. 3Choose what happens to each source
4. 4Start with one useful slice
5. 5The Business Wiki and specialist knowledge bases
6. 6Bring SOPs across properly
7. 7Put records in the right places
8. 8If the information stays in another tool
9. 9Run a tiny test
10. 10File-by-file help
11. 11A simple migration plan
12. 12Troubleshooting
13. 13When this stage is done
14. 14Related guides
15. 15Next useful action
To read it, ask your connected AI for BOSG-47.
BOSG-48How to Build a Custom Personal Daily & Weekly Briefer in Notion Business OS
Use when someone wants a daily or weekly briefing inside Business OS, wants to build a custom agent or skill that reports on their tasks, issues, team and calendar, wants a briefing report on their personal dashboard, is weighing running a briefer automatically versus on demand, or is thinking about the Notion AI credit cost of an automated agent.
OS CoreVersion 1Updated 22 Aug 202610 sections
What’s inside
1. 1Key facts
2. 2What a briefer is in Business OS
3. 3Two ways to run it, and what each costs
4. 4What it pulls in
5. 5Building it
6. 6Daily and weekly
7. 7The CoWork OS alternative
8. 8Troubleshooting
9. 9So where does this leave you
To read it, ask your connected AI for BOSG-48.
BOSG-49Notion Connectors and External Tools: Selection, Permissions and Safety
Use when someone wants to connect email, calendar, Slack, Google Drive, a CRM, another file source or a custom MCP to Business OS; choose between a native Connector, personal connection, Custom Agent connection, link or sync; decide who should approve or authenticate it; set read-only or edit access; route an external source through the Context Map and Business Wiki; test or remove a connection; or assess client, personal or team-data risk.
OS CoreVersion 1Updated 22 Aug 202619 sections
What’s inside
1. 1Main facts
2. 2Start with the job
3. 3Choose the right route
4. 4What a connection enables
5. 5Decide whether it is personal or shared
6. 6Grant the smallest useful access
7. 7Read, controlled write or consequential action
8. 8Protect personal, client and team information
9. 9Check a custom MCP before adding it
10. 10Record where the source lives
11. 11Test before expanding access
12. 12Worked examples
13. 13Review and remove connections
14. 14When to stop and ask
15. 15Troubleshooting
16. 16When the setup is done
17. 17Related guides
18. 18Next useful action
To read it, ask your connected AI for BOSG-49.
BOSG-5CASA: Activate
Use when a documented and tested process is ready to run on real work, an activated workflow fails, someone asks what should remain human, or they are starting a second CASA improvement cycle.
OS CoreVersion 1Updated 22 Aug 202612 sections
What’s inside
1. 1Key facts
2. 2Check you are allowed to be here
3. 3Switch it on, on real work
4. 4Break it deliberately
5. 5The layer that is not in the shared workspace
6. 6Holding the line on what stays human
7. 7Running it in the Business OS
8. 8Planning lap two
9. 9Troubleshooting
10. 10What you actually have now
11. 11Running it in CoWork OS
To read it, ask your connected AI for BOSG-5.
BOSG-52Using Business OS Responsibly: Data, AI and Your Responsibilities
Use before adding real business, client, employee or personal data to Business OS; when deciding what an agent, teammate, guest or connection may access; when reviewing AI-generated work; when setting backups, retention or an incident route; or when someone asks what responsibility remains with the business rather than Better Creating, Notion or an AI agent.
OS CoreVersion 1Updated 22 Aug 202616 sections
What’s inside
1. 1Main facts
2. 2Before adding real data
3. 3The responsibility boundary
4. 4Decide what belongs in the workspace
5. 5Grant the smallest useful access
6. 6Use AI as checked assistance
7. 7Check connected services
8. 8Keep one source of truth
9. 9Backups and recovery
10. 10Keep information current
11. 11If something is shared incorrectly
12. 12A practical pre-flight check
13. 13When to ask for qualified help
14. 14Related guides
15. 15Next useful action
To read it, ask your connected AI for BOSG-52.

Dashboard Guide

BOSG-16Guide: Content & Marketing Hub
Use when planning, drafting, reviewing or scheduling social posts, newsletters, email campaigns, YouTube videos, articles and other marketing content; choosing between the Socials & Marketing Calendar and Long-Form Content databases; importing recent content during Consolidate onboarding; setting up Channels & Platforms; editing the supplied content templates; connecting content to projects, tasks or owners; working with Mode 6 or Mode 6b; or troubleshooting why content is missing from a dashboard or channel report.
OS CoreVersion 1Updated 22 Aug 202615 sections
What’s inside
1. 1What this dashboard is for
2. 2The simplest way to understand the system
3. 3Socials & Marketing Calendar
4. 4Long-Form Content
5. 5Channels & Platforms
6. 6How the relations fit together
7. 7Bring recent content in during Consolidate onboarding
8. 8Three common ways to use the hub
9. 9A collaborative review workflow
10. 10Work with the included content specialists
11. 11What this system does not do
12. 12Good practice
13. 13Troubleshooting
14. 14Next useful action
To read it, ask your connected AI for BOSG-16.
BOSG-17Guide: Team AI Hub
Use when a team is designing collaborative AI in BusinessOS; setting up the personal AI layer for each user; maintaining shared foundations, skills, specialist modes, knowledge bases or custom agents; deciding where new AI context belongs; or troubleshooting why an AI asset is not being used.
OS CoreVersion 4Updated 22 Aug 202619 sections
What’s inside
1. 1What matters before you start
2. 2What the Team AI Hub is
3. 3The hub, area by area
4. 4Your personal agent is the orchestration layer
5. 5AI Guides & Primitives: rules that need one home
6. 6Shared Skills: procedures that run and finish
7. 7Specialist modes: a role that lasts for the conversation
8. 8Specialist Knowledge Bases: focused agent brains
9. 9Custom Agent Templates: separate workers with their own remit
10. 10Where the knowledge comes from
11. 11How the relation network works
12. 12Where a new AI asset belongs
13. 13Adding or changing an asset
14. 14Common ways the system gets used
15. 15How permissions and approvals work
16. 16Troubleshooting
17. 17The deeper guide network
18. 18So where does this leave you?
To read it, ask your connected AI for BOSG-17.
BOSG-18Your Personal Dashboard & Personal Agent Instructions
Use when claiming or setting up a personal dashboard, connecting the User property, binding Personal Agent Instructions, creating or updating a personal voice profile, troubleshooting empty personal views, or checking what a team member may edit.
OS CoreVersion 1Updated 22 Aug 202610 sections
What’s inside
1. 1Key facts
2. 2What the dashboard actually is
3. 3The four personal pages
4. 4Connecting your agent
5. 5What is on the instruction page
6. 6What you may change, and what you may not
7. 7Personal records and privacy
8. 8Troubleshooting
9. 9So where does this leave you
To read it, ask your connected AI for BOSG-18.
BOSG-6Guide: Meetings & Action Items
Use when preparing a meeting, capturing discussion topics as issues, recording decisions, turning agreed actions into linked tasks, reviewing meeting follow-through, or using an agent to draft meeting actions.
OS CoreVersion 1Updated 22 Aug 20266 sections
What’s inside
1. 1What this dashboard is for
2. 2The meeting workflow
3. 3Using an agent well
4. 4Good practice
5. 5Next useful action
To read it, ask your connected AI for BOSG-6.
BOSG-7Guide: Team Tasks & Projects
Use when capturing, prioritising or reviewing team tasks and projects; linking work to clients or goals; checking blocked or overdue work; or improving a team task-management workflow.
OS CoreVersion 1Updated 22 Aug 20265 sections
What’s inside
1. 1What this dashboard is for
2. 2How to use it
3. 3Good practice
4. 4Next useful action
To read it, ask your connected AI for BOSG-7.
BOSG-8Guide: Goals & Targets Dashboard
Use when setting or reviewing business goals, defining targets or KPIs, linking active projects to goals, deciding whether work is strategic, or choosing whether an external metric integration is worth setting up.
OS CoreVersion 1Updated 22 Aug 20265 sections
What’s inside
1. 1What this dashboard is for
2. 2How to use it
3. 3Good practice
4. 4Next useful action
To read it, ask your connected AI for BOSG-8.

Database Guide

BOSG-10Guide: Client Portal Permissions & Automation
Use when creating or sharing a Client Portal, setting guest access, configuring portal automations or page-level permissions, checking what a client can see, or troubleshooting client portal access.
OS CoreVersion 1Updated 22 Aug 20269 sections
What’s inside
1. 1The simple idea
2. 2Why use guests instead of workspace members?
3. 3The three parts of the system
4. 4How access flows
5. 5What you still control
6. 6Important limitations
7. 7Before sharing a new portal
8. 8Further reading
To read it, ask your connected AI for BOSG-10.
BOSG-47Bring Your Business Context into Business OS: Import, Migrate and Seed
Use when bringing existing clients, goals, projects, tasks, SOPs or files into Business OS; deciding what to enter manually, import, connect, link or leave in place; choosing between the Business Wiki and a specialist knowledge base; moving selected material from spreadsheets, documents or another Notion workspace; or fixing duplicates and missing relations after an import.
OS CoreVersion 1Updated 22 Aug 202616 sections
What’s inside
1. 1Key facts
2. 2Make the plan with your agent
3. 3Choose what happens to each source
4. 4Start with one useful slice
5. 5The Business Wiki and specialist knowledge bases
6. 6Bring SOPs across properly
7. 7Put records in the right places
8. 8If the information stays in another tool
9. 9Run a tiny test
10. 10File-by-file help
11. 11A simple migration plan
12. 12Troubleshooting
13. 13When this stage is done
14. 14Related guides
15. 15Next useful action
To read it, ask your connected AI for BOSG-47.
BOSG-9Guide: Client & Project Health Formulas
Use when reviewing project or client health, interpreting Health Check, Client Attention, Days Stalled, Completion, blocked tasks or overdue work, or troubleshooting a health formula that looks wrong.
OS CoreVersion 1Updated 22 Aug 20265 sections
What’s inside
1. 1How the health system works
2. 2Project health formulas
3. 3Client health formulas
4. 4When a health signal looks wrong
To read it, ask your connected AI for BOSG-9.

Integration Tutorial

BOSG-45Connecting the Agentic Business Method Guide MCP
Use when someone is setting up Business OS for the first time, connecting or reconnecting the Agentic Business Method Guide MCP, obtaining or entering a licence key, troubleshooting a missing Custom MCP option, testing guide retrieval, or deciding what to do when the guide service returns no result.
OS CoreVersion 1Updated 22 Aug 202613 sections
What’s inside
1. 1What this connection does
2. 2Before you begin
3. 3Connection details
4. 4Connect the guide service to your Notion Agent
5. 5Add the connection to a Custom Agent
6. 6Test the connection
7. 7If you are a workspace admin
8. 8If you are a team member
9. 9Troubleshooting
10. 10Disconnect or reconnect
11. 11What to do next
12. 12Further reading
To read it, ask your connected AI for BOSG-45.

Claude CoWork OS & Code

20 guides

AI & Agentic Infrastructure

BOSG-1CASA: Your Setup Guide
Use when someone is new to CASA, asks where to start with Business OS or AI, needs to choose a first business area, wants the four stages explained, or needs to check whether a CASA stage is complete.
OS CoreVersion 1Updated 22 Aug 202612 sections
What’s inside
1. 1Key facts
2. 2What this is actually for
3. 3The four stages
4. 4Pick one area, and pick it now
5. 5What you should understand before you start
6. 6What one lap looks like
7. 7The second lap
8. 8Running it in the Business OS
9. 9Troubleshooting
10. 10Where to start, today
11. 11Running it in CoWork OS
To read it, ask your connected AI for BOSG-1.
BOSG-2CASA: Systematise
Use when documenting a process, writing an SOP, deciding which work should remain human or be handed to AI, choosing between a skill, routine, mode or automation, or improving unreliable agent output.
OS CoreVersion 1Updated 22 Aug 202624 sections
What’s inside
1. 1Key facts
2. 2What this stage is really about
3. 3Part one: write it down
4. 4Granularise before you do anything else
5. 5Then pick one
6. 6The three questions an SOP has to answer
7. 7Two altitudes: the job and the function
8. 8Where the information has to live
9. 9Part two: decide what the machine touches
10. 10Deterministic and non-deterministic
11. 11The five levels of handover
12. 12Where quality actually lives
13. 13Part three: turn the SOP into something that runs
14. 14The shape almost every process takes
15. 15What an SOP becomes
16. 16The one rule that makes instructions hold
17. 17Reliability, in four more moves
18. 18Edit the source, regenerate the output
19. 19Choosing what to build on
20. 20Running it in the Business OS
21. 21Troubleshooting
22. 22The part worth the effort
23. 23Running it in CoWork OS
To read it, ask your connected AI for BOSG-2.
BOSG-3CASA: Consolidate
Use when starting Business OS, consolidating scattered tools or knowledge, deciding where information should live, removing duplicates, connecting databases, or questioning whether a specialist knowledge base is needed yet.
OS CoreVersion 1Updated 22 Aug 202613 sections
What’s inside
1. 1Key facts
2. 2What consolidation actually is
3. 3Start with the chaos audit
4. 4What goes in, and what does not
5. 5The describing is the work
6. 6Write the page about you
7. 7The Business Wiki and specialist knowledge bases
8. 8Running it in the Business OS
9. 9How long this takes
10. 10Troubleshooting
11. 11The bit that pays you back
12. 12Running it in CoWork OS
To read it, ask your connected AI for BOSG-3.
BOSG-36Your CoWork OS Identity Files & Voice Profile
Use when setting up or improving the ABOUT ME files, when drafts sound generic or not like the user, when deciding what belongs in about-me versus voice-profile versus writing-rules, when identity needs to work on a phone or browser, or when an About Me file has been edited and the identity skills need rebuilding.
OS CoreVersion 1Updated 22 Aug 202610 sections
What’s inside
1. 1Key facts
2. 2Why your agent needs this at all
3. 3The six files, and what each does
4. 4The three writing files, and why they're separate
5. 5Taking your identity with you
6. 6The files are always the real version
7. 7Keeping them alive
8. 8Troubleshooting
9. 9Worth the time
To read it, ask your connected AI for BOSG-36.
BOSG-37How Memory Works in CoWork OS
Use when deciding what should be remembered, where a piece of context belongs, why Claude keeps forgetting or repeating something, how to correct a stale memory entry, or when a memory log has grown too long and needs archiving.
OS CoreVersion 1Updated 22 Aug 20268 sections
What’s inside
1. 1Key facts
2. 2Two places memory lives
3. 3The read-and-write loop
4. 4What's worth logging, and what isn't
5. 5When memory goes stale, and when to prune it
6. 6Troubleshooting
7. 7So where does this leave you
To read it, ask your connected AI for BOSG-37.
BOSG-38The Knowledge Base System in CoWork OS
Use when someone asks what the KNOWLEDGE folder or a knowledge base is for, wants to build a second brain, is deciding how to store research or sources, asks about the Karpathy pattern, wants the RAW/Wiki/Outputs split explained, asks how to ingest sources or ask questions of a KB, or wants to know how the health check keeps a knowledge base current.
OS CoreVersion 1Updated 22 Aug 202611 sections
What’s inside
1. 1Key facts
2. 2The idea: Karpathy's pattern
3. 3Why the three-folder split matters
4. 4Your job is small
5. 5Two ways to add sources
6. 6Every question becomes a report
7. 7Health checks on autopilot
8. 8Three moves to make today
9. 9Troubleshooting
10. 10So where does this leave you
To read it, ask your connected AI for BOSG-38.
BOSG-4CASA: Architect
Use when designing the Business OS information architecture, deciding where knowledge belongs, structuring dashboards and databases, creating specialist knowledge bases, or defining sources of truth and routing rules.
OS CoreVersion 1Updated 22 Aug 202613 sections
What’s inside
1. 1Key facts
2. 2Two architectures, not one
3. 3Half one: the information architecture
4. 4Half two: the AI architecture
5. 5Do you need a knowledge base?
6. 6The guardrails nobody mentions
7. 7What CASA gives up, and why
8. 8How the Business Wiki and specialist knowledge bases connect
9. 9Running it in the Business OS
10. 10Troubleshooting
11. 11What to build first
12. 12Running it in CoWork OS
To read it, ask your connected AI for BOSG-4.
BOSG-43Skills & Plugins in CoWork OS
Use when someone asks what skills and plugins are, how they differ, how to install a skill, how to install plugins from the Better Creating marketplace, why a skill or plugin didn't trigger, or when to build their own.
OS CoreVersion 1Updated 22 Aug 20269 sections
What’s inside
1. 1Key facts
2. 2Skills vs plugins
3. 3Installing a skill
4. 4Getting skills to fire
5. 5Installing plugins from the marketplace
6. 6Building your own
7. 7Troubleshooting
8. 8So where does this leave you
To read it, ask your connected AI for BOSG-43.
BOSG-44The Personal Assistant & Admin-PA Area in CoWork OS
Use when someone asks what the Admin-PA area is for, wants a personal assistant layer, asks about the captain's log, task tracking, contacts, daily briefings or end-of-day summaries, is installing the Personal Assistant plugin, or wants to know how PA behaviour works day to day.
OS CoreVersion 1Updated 22 Aug 202615 sections
What’s inside
1. 1Key facts
2. 2The Admin-PA area
3. 3What the Personal Assistant plugin adds
4. 4Just talk to it
5. 5The captain's log
6. 6Full mode and background mode
7. 7The five commands
8. 8Where your tasks live: personal and team
9. 9Briefings and end-of-day
10. 10CoWork OS and Notion Business OS, together
11. 11Bringing your existing data in
12. 12Installing it
13. 13Troubleshooting
14. 14So where does this leave you
To read it, ask your connected AI for BOSG-44.
BOSG-5CASA: Activate
Use when a documented and tested process is ready to run on real work, an activated workflow fails, someone asks what should remain human, or they are starting a second CASA improvement cycle.
OS CoreVersion 1Updated 22 Aug 202612 sections
What’s inside
1. 1Key facts
2. 2Check you are allowed to be here
3. 3Switch it on, on real work
4. 4Break it deliberately
5. 5The layer that is not in the shared workspace
6. 6Holding the line on what stays human
7. 7Running it in the Business OS
8. 8Planning lap two
9. 9Troubleshooting
10. 10What you actually have now
11. 11Running it in CoWork OS
To read it, ask your connected AI for BOSG-5.
BOSG-50Building Your Own Specialist Modes in CoWork OS
Use when someone wants to build their own specialist, sub-agent or expert; is deciding whether they need a specialist or just a skill; is seeding a specialist's knowledge base from Notion, files or pasted text; is choosing between standard keyword search and advanced meaning-based search; is testing a specialist; or wants to improve or review one they already built.
OS CoreVersion 1Updated 22 Aug 202611 sections
What’s inside
1. 1Key facts
2. 2First, decide whether you actually need one
3. 3What you're actually building
4. 4The build, step by step
5. 5The knowledge base is where the work is
6. 6Choosing how it searches
7. 7Test it before you trust it
8. 8Making it better over time
9. 9Troubleshooting
10. 10So where does this leave you
To read it, ask your connected AI for BOSG-50.
BOSG-51Using Skills (in CoWork OS)
Use when someone asks what a skill is, how skills get triggered, how to install a skill, which skills ship with CoWork OS and what each does, why a skill didn't fire or the wrong one did, how skills differ from plugins, or what their identity skills are for.
OS CoreVersion 1Updated 22 Aug 202610 sections
What’s inside
1. 1Key facts
2. 2What a skill actually is
3. 3How skills trigger
4. 4Installing a skill
5. 5What ships with CoWork OS
6. 6Getting the right one to fire
7. 7A word on building your own
8. 8Troubleshooting
9. 9So where does this leave you
To read it, ask your connected AI for BOSG-51.

Concept

BOSG-1CASA: Your Setup Guide
Use when someone is new to CASA, asks where to start with Business OS or AI, needs to choose a first business area, wants the four stages explained, or needs to check whether a CASA stage is complete.
OS CoreVersion 1Updated 22 Aug 202612 sections
What’s inside
1. 1Key facts
2. 2What this is actually for
3. 3The four stages
4. 4Pick one area, and pick it now
5. 5What you should understand before you start
6. 6What one lap looks like
7. 7The second lap
8. 8Running it in the Business OS
9. 9Troubleshooting
10. 10Where to start, today
11. 11Running it in CoWork OS
To read it, ask your connected AI for BOSG-1.
BOSG-2CASA: Systematise
Use when documenting a process, writing an SOP, deciding which work should remain human or be handed to AI, choosing between a skill, routine, mode or automation, or improving unreliable agent output.
OS CoreVersion 1Updated 22 Aug 202624 sections
What’s inside
1. 1Key facts
2. 2What this stage is really about
3. 3Part one: write it down
4. 4Granularise before you do anything else
5. 5Then pick one
6. 6The three questions an SOP has to answer
7. 7Two altitudes: the job and the function
8. 8Where the information has to live
9. 9Part two: decide what the machine touches
10. 10Deterministic and non-deterministic
11. 11The five levels of handover
12. 12Where quality actually lives
13. 13Part three: turn the SOP into something that runs
14. 14The shape almost every process takes
15. 15What an SOP becomes
16. 16The one rule that makes instructions hold
17. 17Reliability, in four more moves
18. 18Edit the source, regenerate the output
19. 19Choosing what to build on
20. 20Running it in the Business OS
21. 21Troubleshooting
22. 22The part worth the effort
23. 23Running it in CoWork OS
To read it, ask your connected AI for BOSG-2.
BOSG-3CASA: Consolidate
Use when starting Business OS, consolidating scattered tools or knowledge, deciding where information should live, removing duplicates, connecting databases, or questioning whether a specialist knowledge base is needed yet.
OS CoreVersion 1Updated 22 Aug 202613 sections
What’s inside
1. 1Key facts
2. 2What consolidation actually is
3. 3Start with the chaos audit
4. 4What goes in, and what does not
5. 5The describing is the work
6. 6Write the page about you
7. 7The Business Wiki and specialist knowledge bases
8. 8Running it in the Business OS
9. 9How long this takes
10. 10Troubleshooting
11. 11The bit that pays you back
12. 12Running it in CoWork OS
To read it, ask your connected AI for BOSG-3.
BOSG-33What CoWork OS Is & How It Works
Use when someone is new to CoWork OS, asks what it is or how it works, wants the big picture before setting up, is comparing it to a system prompt or memory tool, or needs to understand how the folder, skills, plugins and memory fit together.
OS CoreVersion 1Updated 22 Aug 20268 sections
What’s inside
1. 1Key facts
2. 2The problem it actually solves
3. 3The four parts, and how they fit
4. 4What a session looks like
5. 5What it can and can't do
6. 6Troubleshooting
7. 7So where does this leave you
To read it, ask your connected AI for BOSG-33.
BOSG-34Getting Started: Your First Session in CoWork OS
Use when someone is installing CoWork OS for the first time, has just unzipped the folder, doesn't know where to start, is choosing where the folder should live, needs the setup prompt, has an empty or unpersonalised system, or hits a problem during first-run or onboarding.
OS CoreVersion 1Updated 22 Aug 20268 sections
What’s inside
1. 1Key facts
2. 2The five-minute setup
3. 3What happens on a fresh install
4. 4After setup
5. 5If something doesn't work
6. 6Troubleshooting
7. 7So where does this leave you
To read it, ask your connected AI for BOSG-34.
BOSG-35The CoWork OS Folder Structure
Use when someone asks what the folders are for, where a file should go, what Claude is allowed to create or edit, why work isn't showing up where they expected, or how ABOUT ME, WORK AREAS, RESOURCES and KNOWLEDGE relate.
OS CoreVersion 1Updated 22 Aug 202610 sections
What’s inside
1. 1Key facts
2. 2One folder, on purpose
3. 3`ABOUT ME` — who you are
4. 4`WORK AREAS` — where work happens
5. 5`RESOURCES` — the reusable stuff
6. 6`KNOWLEDGE` — your second brain
7. 7What Claude can and can't touch
8. 8Troubleshooting
9. 9So where does this leave you
To read it, ask your connected AI for BOSG-35.
BOSG-36Your CoWork OS Identity Files & Voice Profile
Use when setting up or improving the ABOUT ME files, when drafts sound generic or not like the user, when deciding what belongs in about-me versus voice-profile versus writing-rules, when identity needs to work on a phone or browser, or when an About Me file has been edited and the identity skills need rebuilding.
OS CoreVersion 1Updated 22 Aug 202610 sections
What’s inside
1. 1Key facts
2. 2Why your agent needs this at all
3. 3The six files, and what each does
4. 4The three writing files, and why they're separate
5. 5Taking your identity with you
6. 6The files are always the real version
7. 7Keeping them alive
8. 8Troubleshooting
9. 9Worth the time
To read it, ask your connected AI for BOSG-36.
BOSG-38The Knowledge Base System in CoWork OS
Use when someone asks what the KNOWLEDGE folder or a knowledge base is for, wants to build a second brain, is deciding how to store research or sources, asks about the Karpathy pattern, wants the RAW/Wiki/Outputs split explained, asks how to ingest sources or ask questions of a KB, or wants to know how the health check keeps a knowledge base current.
OS CoreVersion 1Updated 22 Aug 202611 sections
What’s inside
1. 1Key facts
2. 2The idea: Karpathy's pattern
3. 3Why the three-folder split matters
4. 4Your job is small
5. 5Two ways to add sources
6. 6Every question becomes a report
7. 7Health checks on autopilot
8. 8Three moves to make today
9. 9Troubleshooting
10. 10So where does this leave you
To read it, ask your connected AI for BOSG-38.
BOSG-39Working Well with CoWork OS: Good Practices
Use when someone wants to get more out of CoWork OS over time, is asking when to start a fresh session, how to structure a request, how the feedback loop works, how to keep files tidy, or what to do when Claude loops or goes generic.
OS CoreVersion 1Updated 22 Aug 20269 sections
What’s inside
1. 1Key facts
2. 2Sessions: when to start fresh, when to continue
3. 3Briefing a request so it lands
4. 4The feedback loop: memory as the secret weapon
5. 5Talk more, type less
6. 6When Claude gets stuck
7. 7File hygiene
8. 8So where does this leave you
To read it, ask your connected AI for BOSG-39.
BOSG-4CASA: Architect
Use when designing the Business OS information architecture, deciding where knowledge belongs, structuring dashboards and databases, creating specialist knowledge bases, or defining sources of truth and routing rules.
OS CoreVersion 1Updated 22 Aug 202613 sections
What’s inside
1. 1Key facts
2. 2Two architectures, not one
3. 3Half one: the information architecture
4. 4Half two: the AI architecture
5. 5Do you need a knowledge base?
6. 6The guardrails nobody mentions
7. 7What CASA gives up, and why
8. 8How the Business Wiki and specialist knowledge bases connect
9. 9Running it in the Business OS
10. 10Troubleshooting
11. 11What to build first
12. 12Running it in CoWork OS
To read it, ask your connected AI for BOSG-4.
BOSG-40The CoWork OS Prompting Cookbook
Use when someone wants better results from their prompts, asks how to phrase a request, wants copy-paste starting prompts, wants Claude to think harder on a hard decision, or is turning a one-off into a repeatable workflow.
OS CoreVersion 1Updated 22 Aug 20265 sections
What’s inside
1. 1Key facts
2. 2The five principles
3. 3Copy-paste quick wins
4. 4So where does this leave you
To read it, ask your connected AI for BOSG-40.
BOSG-41Scheduled Tasks & Dispatch in CoWork OS
Use when someone is setting up a scheduled task, choosing between a cloud and a local task, dealing with a task that returned something useless, wiring up full paths and a folder-context line, setting up Dispatch from mobile, or wondering why an automated run couldn't see their files.
OS CoreVersion 1Updated 22 Aug 202611 sections
What’s inside
1. 1Key facts
2. 2What scheduled tasks are for
3. 3The one gotcha: a fresh session with no folder
4. 4Cloud vs local
5. 5The two habits that make them reliable
6. 6It drafts, it doesn't send
7. 7Dispatch from your phone
8. 8Keeping your computer awake
9. 9Troubleshooting
10. 10So where does this leave you
To read it, ask your connected AI for BOSG-41.
BOSG-42Where Your CoWork OS Folder Lives
Use when someone is deciding whether to keep CoWork OS on their computer or in a cloud folder, is setting it up in Dropbox, wants it reachable from a phone or browser, is adding the connector, wants to know what to keep out of the cloud folder, or is hitting sync conflicts.
OS CoreVersion 1Updated 22 Aug 20269 sections
What’s inside
1. 1Key facts
2. 2The one decision
3. 3Local, or cloud
4. 4Setting it up in Dropbox
5. 5Three things to keep out of your cloud folder
6. 6You're not locked in
7. 7Troubleshooting
8. 8So where does this leave you
To read it, ask your connected AI for BOSG-42.
BOSG-43Skills & Plugins in CoWork OS
Use when someone asks what skills and plugins are, how they differ, how to install a skill, how to install plugins from the Better Creating marketplace, why a skill or plugin didn't trigger, or when to build their own.
OS CoreVersion 1Updated 22 Aug 20269 sections
What’s inside
1. 1Key facts
2. 2Skills vs plugins
3. 3Installing a skill
4. 4Getting skills to fire
5. 5Installing plugins from the marketplace
6. 6Building your own
7. 7Troubleshooting
8. 8So where does this leave you
To read it, ask your connected AI for BOSG-43.
BOSG-44The Personal Assistant & Admin-PA Area in CoWork OS
Use when someone asks what the Admin-PA area is for, wants a personal assistant layer, asks about the captain's log, task tracking, contacts, daily briefings or end-of-day summaries, is installing the Personal Assistant plugin, or wants to know how PA behaviour works day to day.
OS CoreVersion 1Updated 22 Aug 202615 sections
What’s inside
1. 1Key facts
2. 2The Admin-PA area
3. 3What the Personal Assistant plugin adds
4. 4Just talk to it
5. 5The captain's log
6. 6Full mode and background mode
7. 7The five commands
8. 8Where your tasks live: personal and team
9. 9Briefings and end-of-day
10. 10CoWork OS and Notion Business OS, together
11. 11Bringing your existing data in
12. 12Installing it
13. 13Troubleshooting
14. 14So where does this leave you
To read it, ask your connected AI for BOSG-44.
BOSG-46Your CoWork OS Personal PA: Creating Scheduled Daily & Weekly Briefers
Use when someone wants to set up a daily or weekly briefing as a scheduled task, wants a worked example or a template of the PA briefers, wants their briefing to report on team tasks, issues, calendar, Slack or their YouTube channel, wants a live glanceable dashboard of their position alongside Notion Business OS, or asks how to build the same thing in Notion.
OS CoreVersion 1Updated 22 Aug 202612 sections
What’s inside
1. 1Key facts
2. 2What the two briefers are
3. 3Why this is worth building
4. 4The daily briefer
5. 5The weekly briefer
6. 6Pulling in a team system (optional)
7. 7Turning your PA into a live dashboard
8. 8Building it in Notion instead
9. 9Setting one up
10. 10Troubleshooting
11. 11So where does this leave you
To read it, ask your connected AI for BOSG-46.
BOSG-5CASA: Activate
Use when a documented and tested process is ready to run on real work, an activated workflow fails, someone asks what should remain human, or they are starting a second CASA improvement cycle.
OS CoreVersion 1Updated 22 Aug 202612 sections
What’s inside
1. 1Key facts
2. 2Check you are allowed to be here
3. 3Switch it on, on real work
4. 4Break it deliberately
5. 5The layer that is not in the shared workspace
6. 6Holding the line on what stays human
7. 7Running it in the Business OS
8. 8Planning lap two
9. 9Troubleshooting
10. 10What you actually have now
11. 11Running it in CoWork OS
To read it, ask your connected AI for BOSG-5.
BOSG-50Building Your Own Specialist Modes in CoWork OS
Use when someone wants to build their own specialist, sub-agent or expert; is deciding whether they need a specialist or just a skill; is seeding a specialist's knowledge base from Notion, files or pasted text; is choosing between standard keyword search and advanced meaning-based search; is testing a specialist; or wants to improve or review one they already built.
OS CoreVersion 1Updated 22 Aug 202611 sections
What’s inside
1. 1Key facts
2. 2First, decide whether you actually need one
3. 3What you're actually building
4. 4The build, step by step
5. 5The knowledge base is where the work is
6. 6Choosing how it searches
7. 7Test it before you trust it
8. 8Making it better over time
9. 9Troubleshooting
10. 10So where does this leave you
To read it, ask your connected AI for BOSG-50.
BOSG-51Using Skills (in CoWork OS)
Use when someone asks what a skill is, how skills get triggered, how to install a skill, which skills ship with CoWork OS and what each does, why a skill didn't fire or the wrong one did, how skills differ from plugins, or what their identity skills are for.
OS CoreVersion 1Updated 22 Aug 202610 sections
What’s inside
1. 1Key facts
2. 2What a skill actually is
3. 3How skills trigger
4. 4Installing a skill
5. 5What ships with CoWork OS
6. 6Getting the right one to fire
7. 7A word on building your own
8. 8Troubleshooting
9. 9So where does this leave you
To read it, ask your connected AI for BOSG-51.

Integration Tutorial

BOSG-41Scheduled Tasks & Dispatch in CoWork OS
Use when someone is setting up a scheduled task, choosing between a cloud and a local task, dealing with a task that returned something useless, wiring up full paths and a folder-context line, setting up Dispatch from mobile, or wondering why an automated run couldn't see their files.
OS CoreVersion 1Updated 22 Aug 202611 sections
What’s inside
1. 1Key facts
2. 2What scheduled tasks are for
3. 3The one gotcha: a fresh session with no folder
4. 4Cloud vs local
5. 5The two habits that make them reliable
6. 6It drafts, it doesn't send
7. 7Dispatch from your phone
8. 8Keeping your computer awake
9. 9Troubleshooting
10. 10So where does this leave you
To read it, ask your connected AI for BOSG-41.
BOSG-42Where Your CoWork OS Folder Lives
Use when someone is deciding whether to keep CoWork OS on their computer or in a cloud folder, is setting it up in Dropbox, wants it reachable from a phone or browser, is adding the connector, wants to know what to keep out of the cloud folder, or is hitting sync conflicts.
OS CoreVersion 1Updated 22 Aug 20269 sections
What’s inside
1. 1Key facts
2. 2The one decision
3. 3Local, or cloud
4. 4Setting it up in Dropbox
5. 5Three things to keep out of your cloud folder
6. 6You're not locked in
7. 7Troubleshooting
8. 8So where does this leave you
To read it, ask your connected AI for BOSG-42.
BOSG-46Your CoWork OS Personal PA: Creating Scheduled Daily & Weekly Briefers
Use when someone wants to set up a daily or weekly briefing as a scheduled task, wants a worked example or a template of the PA briefers, wants their briefing to report on team tasks, issues, calendar, Slack or their YouTube channel, wants a live glanceable dashboard of their position alongside Notion Business OS, or asks how to build the same thing in Notion.
OS CoreVersion 1Updated 22 Aug 202612 sections
What’s inside
1. 1Key facts
2. 2What the two briefers are
3. 3Why this is worth building
4. 4The daily briefer
5. 5The weekly briefer
6. 6Pulling in a team system (optional)
7. 7Turning your PA into a live dashboard
8. 8Building it in Notion instead
9. 9Setting one up
10. 10Troubleshooting
11. 11So where does this leave you
To read it, ask your connected AI for BOSG-46.

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