Guide Library

One list, broadest first: the guides that work anywhere, then the ones for a particular platform. Filter it or search it — every guide appears once.

• 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, specialist mode or automation, or improving unreliable agent output. Platform-neutral; pair with the Business OS or CoWork OS companion for the mechanics.

  Any platformMethod & Framework

  OS Core•Version 1•Updated 28 Aug 2026•22 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. 20Troubleshooting
  21. 21The part worth the effort

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “CASA: Systematise” (or its reference, BOSG-2).

• BOSG-3CASA: Consolidate

  Use when starting CASA or Consolidate, deciding what to consolidate and what to leave out, working out where information should live, removing duplicates, connecting related records, or questioning whether a specialist knowledge base is needed yet. Platform-neutral; pair with the Business OS or CoWork OS companion for the mechanics.

  Any platformMethod & Framework

  OS Core•Version 1•Updated 28 Aug 2026•11 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. 7One canonical home per kind of information
  8. 8How long this takes
  9. 9Troubleshooting
  10. 10The bit that pays you back

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “CASA: Consolidate” (or its reference, BOSG-3).

• BOSG-4CASA: Architect

  Use when designing an information or AI architecture, deciding where knowledge or instructions belong, choosing between a foundational guide, skill, specialist mode or knowledge base, defining sources of truth and routing rules, or mapping a system before work is added. Platform-neutral; pair with the Business OS or CoWork OS companion for the mechanics.

  Any platformMethod & Framework

  OS Core•Version 1•Updated 28 Aug 2026•10 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 guardrail nobody mentions
  7. 7What CASA gives up, and why
  8. 8Troubleshooting
  9. 9What to build first

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “CASA: Architect” (or its reference, BOSG-4).

• BOSG-5CASA: Activate

  Use when a documented process is ready to run on real work, an activated workflow fails, someone wants to test its limits, decide what should remain human, protect portable context, or start a second CASA improvement cycle. Platform-neutral; pair with the Business OS or CoWork OS companion for the mechanics.

  Any platformMethod & Framework

  OS Core•Version 1•Updated 28 Aug 2026•10 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. 7Planning lap two
  8. 8Troubleshooting
  9. 9What you actually have now

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “CASA: Activate” (or its reference, BOSG-5).

• 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.

  Any platformNotion Business OSMethod & FrameworkAI Agents & Skills

  OS Core•Version 1•Updated 28 Aug 2026•8 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

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “Guide: From SOP to skill, routine, automation or agent” (or its reference, BOSG-27).

• BOSG-55Running Meetings with AI: Prep, Notes and Fewer, Clearer Actions

  Use when someone wants a good-practice way to run recurring team meetings with AI — capturing issues between meetings, preparing an agenda, taking and transcribing notes, and turning decisions into assigned action points and a short per-person summary — without overwhelming the team with tasks; applies across Notion Business OS, CoWork OS or a plain LLM setup.

  Any platformNotion Business OSClaude CoWork OS & CodeMethod & Framework

  OS Core•Version 1•Updated 28 Aug 2026•10 sections

  What’s inside

  1. 1Key facts
  2. 2Why meeting tasks pile up and get ignored
  3. 3The rhythm, in three stages
  4. 4Stage one: a place for issues
  5. 5Stage two: prep you can run
  6. 6Stage three: notes, actions and a summary that respects attention
  7. 7Where this runs
  8. 8Troubleshooting
  9. 9So where does this leave you

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “Running Meetings with AI: Prep, Notes and Fewer, Clearer Actions” (or its reference, BOSG-55).

• 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.

  Any platformClaude CoWork OS & CodeAI Agents & Skills

  OS Core•Version 1•Updated 28 Aug 2026•10 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

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “Using Skills (in CoWork OS)” (or its reference, BOSG-51).

• 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.

  Any platformNotion Business OSKnowledge & Memory

  OS Core•Version 1•Updated 28 Aug 2026•13 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

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “How to Create and Maintain AI Guides & Primitives” (or its reference, BOSG-32).

• 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.

  Notion Business OSClaude CoWork OS & CodeMethod & Framework

  OS Core•Version 1•Updated 28 Aug 2026•12 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

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “CASA: Your Setup Guide” (or its reference, BOSG-1).

• BOSG-53Using Notion and CoWork OS Together

  Use when someone asks whether something belongs in Notion, CoWork OS or Claude Code; how the systems work together; which setup to run; where files and other tools fit; how to connect a CRM, email or calendar safely; or why they have duplicated sources of truth across tools.

  Notion Business OSClaude CoWork OS & CodeMethod & FrameworkIntegrations & Connections

  OS Core•Version 1•Updated 28 Aug 2026•9 sections

  What’s inside

  1. 1Key facts
  2. 2How I think about the split
  3. 3Where I put things
  4. 4The setup I recommend
  5. 5Connecting your other tools, safely
  6. 6The one rule that keeps it clean
  7. 7Troubleshooting
  8. 8So where does this leave you

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “Using Notion and CoWork OS Together” (or its reference, BOSG-53).

• 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.

  Notion Business OSMethod & FrameworkKnowledge & Memory

  OS Core•Version 1•Updated 28 Aug 2026•5 sections

  What’s inside

  1. 1What it is
  2. 2Why it exists
  3. 3How to use it
  4. 4Where it sits

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “Guide: The Agentic Context Map” (or its reference, BOSG-11).

• 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.

  Notion Business OSMethod & Framework

  OS Core•Version 1•Updated 28 Aug 2026•8 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

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “Guide: Human-first SOPs with an AI handoff” (or its reference, BOSG-29).

• 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.

  Notion Business OSMethod & Framework

  OS Core•Version 1•Updated 28 Aug 2026•15 sections

  What’s inside

  1. 1The one question that matters
  2. 2Before you add real data
  3. 3Who is responsible for what
  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, and keep it current
  9. 9Backups and recovery
  10. 10If something is shared incorrectly
  11. 11A practical pre-flight check
  12. 12When to ask for qualified help
  13. 13Related guides
  14. 14Next useful action

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “Using Business OS Responsibly: Data, AI and Your Responsibilities” (or its reference, BOSG-52).

• BOSG-56CASA: Consolidate in the Business OS

  Use when a Business OS user is running Consolidate and needs to know what goes in which database, why identity pages look empty, whether to build anything new, or where the routing model lives.

  Notion Business OSMethod & Framework

  OS Core•Version 1•Updated 28 Aug 2026•3 sections

  What’s inside

  1. 1Where each kind of information lives
  2. 2Running it in the Business OS

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “CASA: Consolidate in the Business OS” (or its reference, BOSG-56).

• BOSG-58CASA: Architect in the Business OS

  Use when a Business OS user is running Architect and needs to decide whether information belongs in one database or two, connect records with relations, understand dashboards as views, structure the Business Wiki and specialist knowledge bases, or set permissions for shared instructions.

  Notion Business OSMethod & Framework

  OS Core•Version 1•Updated 28 Aug 2026•6 sections

  What’s inside

  1. 1The information architecture in the Business OS
  2. 2Permissions and version history
  3. 3How the Business Wiki and specialist knowledge bases connect
  4. 4Running it in the Business OS
  5. 5Troubleshooting

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “CASA: Architect in the Business OS” (or its reference, BOSG-58).

• BOSG-60CASA: Systematise in the Business OS

  Use when a Business OS user is running Systematise and needs to convert the Shared Skills Library into a native Skills database, turn an SOP into skills, modes or automations, register a team skill correctly, place process inputs in existing databases, or record who owns the quality standard.

  Notion Business OSMethod & Framework

  OS Core•Version 3•Updated 28 Aug 2026•4 sections

  What’s inside

  1. 1Where each step lives
  2. 2Running it in the Business OS
  3. 3Troubleshooting

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “CASA: Systematise in the Business OS” (or its reference, BOSG-60).

• BOSG-62CASA: Activate in the Business OS

  Use when a Business OS user is activating a mode, skill or workflow on live records, checking whether a skill is switched on, diagnosing missing automatic use or bindings, or moving a tested skill through its trust statuses.

  Notion Business OSMethod & Framework

  OS Core•Version 1•Updated 28 Aug 2026•4 sections

  What’s inside

  1. 1Check the skill is actually switched on
  2. 2Running it in the Business OS
  3. 3Troubleshooting

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “CASA: Activate in the Business OS” (or its reference, BOSG-62).

• BOSG-64Running Your Business OS: The Daily, Weekly and Monthly Rhythm

  Use after setup when a person or team needs a clear daily, weekly and monthly review routine. Also use when dashboards exist but the team does not review them consistently, or when AI should prepare a briefing without making decisions.

  Notion Business OSMethod & Framework

  OS Core•Version 1•Updated 28 Aug 2026•12 sections

  What’s inside

  1. 1What matters
  2. 2Give each review one job
  3. 3The three review levels
  4. 4Daily: choose the work
  5. 5Weekly: coordinate the work
  6. 6Monthly: review direction
  7. 7Where the records live
  8. 8What AI should prepare
  9. 9A small-team example
  10. 10Troubleshooting
  11. 11Where to start on Monday

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “Running Your Business OS: The Daily, Weekly and Monthly Rhythm” (or its reference, BOSG-64).

• BOSG-65The Client Delivery Lifecycle in Business OS

  Use when someone is working directly with a live client in Business OS: confirming or onboarding the engagement, delivering work, preparing a Client Portal, reviewing delivery, renewing, pausing or closing the relationship. Do not use it for general contacts, leads or the wider sales pipeline; those stay in the business's wider CRM.

  Notion Business OSMethod & FrameworkWorkspace & Dashboards

  OS Core•Version 1•Updated 28 Aug 2026•16 sections

  What’s inside

  1. 1What matters
  2. 2Who belongs here
  3. 3Keep one connected delivery record
  4. 4The lifecycle
  5. 5Stage one: create the internal client record
  6. 6Stage two: define the delivery
  7. 7Stage three: prepare the client experience
  8. 8Stage four: deliver and review
  9. 9Stage five: renew, pause or complete
  10. 10Where each part lives
  11. 11What AI should do
  12. 12What is already built
  13. 13A small engagement example
  14. 14Troubleshooting
  15. 15Start with one active client

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “The Client Delivery Lifecycle in Business OS” (or its reference, BOSG-65).

• BOSG-67Maintaining a Healthy Business OS

  Use when Business OS is already in use and the team needs a simple maintenance routine. Also use after a process, property, permission, source or AI workflow changes.

  Notion Business OSMethod & Framework

  OS Core•Version 1•Updated 28 Aug 2026•9 sections

  What’s inside

  1. 1What matters
  2. 2Maintain trust, not appearance
  3. 3The monthly five-part check
  4. 4A simple review record
  5. 5What AI should and should not do
  6. 6Run a focused check after a change
  7. 7Troubleshooting
  8. 8The next useful action

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “Maintaining a Healthy Business OS” (or its reference, BOSG-67).

• BOSG-19READ ME FIRST: Template Version Change Log (Business OS)

  When users want to understand which version of the template they have and what has changed since they downloaded it.

  Notion Business OSGetting Started

  OS Core•Version 3•Updated 28 Aug 2026•4 sections

  What’s inside

  1. 1Current version
  2. 2Beta 1.1 — 26 August 2026
  3. 3Service update — 28 August 2026
  4. 4Previous version

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “READ ME FIRST: Template Version Change Log (Business OS)” (or its reference, BOSG-19).

• 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.

  Notion Business OSGetting Started

  OS Core•Version 4•Updated 28 Aug 2026•12 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

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “Getting Started: Your First Session in the Business OS” (or its reference, BOSG-24).

• 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.

  Notion Business OSGetting StartedIntegrations & Connections

  OS Core•Version 1•Updated 28 Aug 2026•16 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

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “Bring Your Business Context into Business OS: Import, Migrate and Seed” (or its reference, BOSG-47).

• BOSG-66Your Team's First 30 Days in Business OS

  Use when the initial Business OS setup is complete and a workspace owner or team needs a reassuring first-month path that develops two things together: a working personal and shared AI system, and one real area of the business organised through CASA. Also use when deciding which small set of company foundations belongs in the Business Wiki before broader migration or automation.

  Notion Business OSGetting Started

  OS Core•Version 1•Updated 28 Aug 2026•13 sections

  What’s inside

  1. 1What matters
  2. 2Keep the first month small
  3. 3The two tracks
  4. 4Before day one: choose the area
  5. 5Week one: connect and personalise the AI system
  6. 6Week two: Consolidate one useful area
  7. 7Week three: Architect and Systematise the area
  8. 8Week four: Activate one step and stabilise it
  9. 9The small adoption scorecard
  10. 10What to postpone
  11. 11Troubleshooting
  12. 12The next useful action

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “Your Team's First 30 Days in Business OS” (or its reference, BOSG-66).

• 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.

  Notion Business OSAI Agents & Skills

  OS Core•Version 3•Updated 28 Aug 2026•3 sections

  What’s inside

  1. 11. Good Practices
  2. 22. Agent Use-Case Inspiration

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “Agent Use Cases & Good Practices” (or its reference, BOSG-12).

• BOSG-17Guide: Team AI Hub

  Use when a team is designing collaborative AI in BusinessOS; setting up the personal AI layer; converting the supplied Shared Skills Library into the teamspace's native Team Skills database; maintaining shared foundations, skills, specialist modes, knowledge bases or custom agents; or troubleshooting why an AI asset is not being used.

  Notion Business OSAI Agents & SkillsWorkspace & Dashboards

  OS Core•Version 7•Updated 28 Aug 2026•19 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?

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “Guide: Team AI Hub” (or its reference, BOSG-17).

• BOSG-20Using Your Included AI Specialists

  Use when someone wants to know what the included AI specialists can do, how their Personal Agent chooses one, how to ask for the right help, how to override a wrong route, or why no specialist loaded. Use the deeper build guides for creating modes or maintaining knowledge bases.

  Notion Business OSAI Agents & Skills

  OS Core•Version 2•Updated 28 Aug 2026•10 sections

  What’s inside

  1. 1What matters
  2. 2One doorway, not another menu
  3. 3The five-step route
  4. 4The included specialists, grouped by job
  5. 5What you do not need to do
  6. 6Personal and shared responsibilities
  7. 7Models are a separate choice
  8. 8Troubleshooting
  9. 9The next useful action

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “Using Your Included AI Specialists” (or its reference, BOSG-20).

• BOSG-21How to Build Your Own Specialist Mode in Business OS

  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.

  Notion Business OSAI Agents & Skills

  OS Core•Version 1•Updated 28 Aug 2026•12 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

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “How to Build Your Own Specialist Mode in Business OS” (or its reference, BOSG-21).

• BOSG-25How to Use the Skills in Your Business OS Workspace

  Use when setting up or converting the Business OS Shared Skills Library into a native Notion Skills database; helping teammates discover and enable shared skills; controlling automatic use or editor menus; using a skill; or troubleshooting why a skill did not run.

  Notion Business OSAI Agents & Skills

  OS Core•Version 3•Updated 28 Aug 2026•14 sections

  What’s inside

  1. 1Key facts
  2. 2Why any of this exists
  3. 3What a skill actually is
  4. 4The mandatory template setup: make this a Team Skills database
  5. 5Making skills available and using them
  6. 6The four layers, and where skills sit
  7. 7Three kinds of skill, and why that matters
  8. 8How your agent decides which one to run
  9. 9The relations, and what they are for
  10. 10What Status actually tells you
  11. 11When a skill does not fire
  12. 12Troubleshooting
  13. 13Where to start

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “How to Use the Skills in Your Business OS Workspace” (or its reference, BOSG-25).

• BOSG-26How to Build Your Own Skill

  Use when creating, auditing or fixing a team skill; confirming the Shared Skills Library is a native Skills database; deciding whether a workflow should be a reference, task or routine skill; converting an SOP or long prompt; or troubleshooting skill discovery and triggers.

  Notion Business OSAI Agents & Skills

  OS Core•Version 3•Updated 28 Aug 2026•13 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 in the Team Skills database
  10. 10The ten standards it will be scored against
  11. 11Troubleshooting
  12. 12The compounding bit

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “How to Build Your Own Skill” (or its reference, BOSG-26).

• BOSG-22How to Build Your Identity & Voice Profile in Business OS / Agent OS

  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.

  Notion Business OSKnowledge & Memory

  OS Core•Version 1•Updated 28 Aug 2026•12 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

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “How to Build Your Identity & Voice Profile in Business OS / Agent OS” (or its reference, 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.

  Notion Business OSKnowledge & Memory

  OS Core•Version 1•Updated 28 Aug 2026•11 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

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “How to Set Your Brand Voice & Business Identity” (or its reference, BOSG-23).

• 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.

  Notion Business OSKnowledge & Memory

  OS Core•Version 1•Updated 28 Aug 2026•12 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

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “Guide: AI-ready knowledge pages and database properties” (or its reference, BOSG-28).

• 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.

  Notion Business OSKnowledge & Memory

  OS Core•Version 1•Updated 28 Aug 2026•12 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

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “Guide: Company knowledge and specialist knowledge architecture” (or its reference, 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.

  Notion Business OSKnowledge & Memory

  OS Core•Version 1•Updated 28 Aug 2026•9 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

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “How Memory Works in Business OS” (or its reference, BOSG-31).

• BOSG-68Decisions and Organisational Memory in Business OS

  Use after a meeting when the user wants to record an agreed personal or business decision, or before a decision when they want the Decision Making Coach to use a framework and help unlock the choice. Also use when reviewing outcomes or routing later learning into the right memory or knowledge source.

  Notion Business OSKnowledge & Memory

  OS Core•Version 2•Updated 28 Aug 2026•11 sections

  What’s inside

  1. 1What matters
  2. 2Remember the reason, not only the answer
  3. 3Where each item belongs
  4. 4Two ways into the system
  5. 5The five-part method
  6. 6What is already built
  7. 7What AI should do
  8. 8Two small examples
  9. 9Troubleshooting
  10. 10The next useful action

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “Decisions and Organisational Memory in Business OS” (or its reference, BOSG-68).

• BOSG-69Running Your Business Wiki & SOP Library

  Use when a team needs to capture, approve, review, replace or retire company knowledge in Business OS; when the Business Wiki is filling with drafts or duplicate pages; or when an SOP has changed and related AI skills or automations may also need review.

  Notion Business OSKnowledge & Memory

  OS Core•Version 1•Updated 28 Aug 2026•10 sections

  What’s inside

  1. 1What matters
  2. 2The tidy Wiki mistake
  3. 3The five-part method
  4. 4What belongs somewhere else
  5. 5What is already built
  6. 6What AI should do
  7. 7A small example
  8. 8Troubleshooting
  9. 9The next useful action

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “Running Your Business Wiki & SOP Library” (or its reference, BOSG-69).

• BOSG-6Guide: Meetings & Action Items Dashboard

  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.

  Notion Business OSWorkspace & Dashboards

  OS Core•Version 1•Updated 28 Aug 2026•6 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

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “Guide: Meetings & Action Items Dashboard” (or its reference, 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.

  Notion Business OSWorkspace & Dashboards

  OS Core•Version 1•Updated 28 Aug 2026•5 sections

  What’s inside

  1. 1What this dashboard is for
  2. 2How to use it
  3. 3Good practice
  4. 4Next useful action

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “Guide: Team Tasks & Projects” (or its reference, 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.

  Notion Business OSWorkspace & Dashboards

  OS Core•Version 1•Updated 28 Aug 2026•5 sections

  What’s inside

  1. 1What this dashboard is for
  2. 2How to use it
  3. 3Good practice
  4. 4Next useful action

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “Guide: Goals & Targets Dashboard” (or its reference, BOSG-8).

• 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.

  Notion Business OSWorkspace & Dashboards

  OS Core•Version 1•Updated 28 Aug 2026•5 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

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “Guide: Client & Project Health Formulas” (or its reference, BOSG-9).

• 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.

  Notion Business OSWorkspace & Dashboards

  OS Core•Version 1•Updated 28 Aug 2026•9 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

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “Guide: Client Portal Permissions & Automation” (or its reference, BOSG-10).

• 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.

  Notion Business OSWorkspace & Dashboards

  OS Core•Version 1•Updated 28 Aug 2026•15 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

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “Guide: Content & Marketing Hub” (or its reference, BOSG-16).

• BOSG-18Your Personal Dashboard & Personal Agent Instructions in Business OS

  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.

  Notion Business OSWorkspace & Dashboards

  OS Core•Version 3•Updated 28 Aug 2026•10 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

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “Your Personal Dashboard & Personal Agent Instructions in Business OS” (or its reference, BOSG-18).

• 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.

  Notion Business OSWorkspace & Dashboards

  OS Core•Version 1•Updated 28 Aug 2026•10 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

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “How to Build a Custom Personal Daily & Weekly Briefer in Notion Business OS” (or its reference, BOSG-48).

• 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.

  Notion Business OSIntegrations & Connections

  OS Core•Version 1•Updated 28 Aug 2026•13 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

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “Connecting the Agentic Business Method Guide MCP” (or its reference, BOSG-45).

• 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.

  Notion Business OSIntegrations & Connections

  OS Core•Version 1•Updated 28 Aug 2026•19 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

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “Notion Connectors and External Tools: Selection, Permissions and Safety” (or its reference, BOSG-49).

• BOSG-57CASA: Consolidate in CoWork OS

  Use when a CoWork OS user is running Consolidate and needs to know where context, reference knowledge and live work should live in their folder structure.

  Claude CoWork OS & CodeMethod & Framework

  OS Core•Version 1•Updated 28 Aug 2026•1 section

  This guide has no section headings.

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “CASA: Consolidate in CoWork OS” (or its reference, BOSG-57).

• BOSG-59CASA: Architect in CoWork OS

  Use when a CoWork OS user is running Architect and needs to map information and AI architecture onto folders, the main Claude instruction file, specialist routing, skills and specialist plugins.

  Claude CoWork OS & CodeMethod & Framework

  OS Core•Version 1•Updated 28 Aug 2026•2 sections

  What’s inside

  1. 1Running it in CoWork OS

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “CASA: Architect in CoWork OS” (or its reference, BOSG-59).

• BOSG-61CASA: Systematise in CoWork OS

  Use when a CoWork OS user is running Systematise and needs to turn parts of an SOP into skill files, specialist plugins, scheduled tasks or always-on Claude instructions.

  Claude CoWork OS & CodeMethod & Framework

  OS Core•Version 1•Updated 28 Aug 2026•2 sections

  What’s inside

  1. 1Running it in CoWork OS

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “CASA: Systematise in CoWork OS” (or its reference, BOSG-61).

• BOSG-63CASA: Activate in CoWork OS

  Use when a CoWork OS user is activating skills, specialists or scheduled tasks on real work, checking whether a skill is installed, testing portable context across tools, or deciding what must remain human.

  Claude CoWork OS & CodeMethod & Framework

  OS Core•Version 1•Updated 28 Aug 2026•2 sections

  What’s inside

  1. 1Running it in CoWork OS

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “CASA: Activate in CoWork OS” (or its reference, BOSG-63).

• 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.

  Claude CoWork OS & CodeGetting Started

  OS Core•Version 1•Updated 28 Aug 2026•8 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

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “What CoWork OS Is & How It Works” (or its reference, 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.

  Claude CoWork OS & CodeGetting Started

  OS Core•Version 1•Updated 28 Aug 2026•8 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

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “Getting Started: Your First Session in CoWork OS” (or its reference, 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.

  Claude CoWork OS & CodeGetting Started

  OS Core•Version 1•Updated 28 Aug 2026•10 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

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “The CoWork OS Folder Structure” (or its reference, BOSG-35).

• 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.

  Claude CoWork OS & CodeGetting Started

  OS Core•Version 1•Updated 28 Aug 2026•9 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

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “Working Well with CoWork OS: Good Practices” (or its reference, BOSG-39).

• 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.

  Claude CoWork OS & CodeGetting StartedIntegrations & Connections

  OS Core•Version 1•Updated 28 Aug 2026•9 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

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “Where Your CoWork OS Folder Lives” (or its reference, BOSG-42).

• 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.

  Claude CoWork OS & CodeAI Agents & Skills

  OS Core•Version 1•Updated 28 Aug 2026•5 sections

  What’s inside

  1. 1Key facts
  2. 2The five principles
  3. 3Copy-paste quick wins
  4. 4So where does this leave you

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “The CoWork OS Prompting Cookbook” (or its reference, BOSG-40).

• 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.

  Claude CoWork OS & CodeAI Agents & Skills

  OS Core•Version 1•Updated 28 Aug 2026•9 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

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “Skills & Plugins in CoWork OS” (or its reference, BOSG-43).

• 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.

  Claude CoWork OS & CodeAI Agents & Skills

  OS Core•Version 1•Updated 28 Aug 2026•11 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

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “Building Your Own Specialist Modes in CoWork OS” (or its reference, BOSG-50).

• 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.

  Claude CoWork OS & CodeKnowledge & Memory

  OS Core•Version 1•Updated 28 Aug 2026•10 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

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “Your CoWork OS Identity Files & Voice Profile” (or its reference, 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.

  Claude CoWork OS & CodeKnowledge & Memory

  OS Core•Version 1•Updated 28 Aug 2026•8 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

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “How Memory Works in CoWork OS” (or its reference, 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.

  Claude CoWork OS & CodeKnowledge & Memory

  OS Core•Version 1•Updated 28 Aug 2026•11 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

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “The Knowledge Base System in CoWork OS” (or its reference, BOSG-38).

• 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.

  Claude CoWork OS & CodeWorkspace & Dashboards

  OS Core•Version 1•Updated 28 Aug 2026•15 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

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “The Personal Assistant & Admin-PA Area in CoWork OS” (or its reference, 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.

  Claude CoWork OS & CodeWorkspace & DashboardsIntegrations & Connections

  OS Core•Version 1•Updated 28 Aug 2026•12 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

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “Your CoWork OS Personal PA: Creating Scheduled Daily & Weekly Briefers” (or its reference, BOSG-46).

• 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.

  Claude CoWork OS & CodeIntegrations & Connections

  OS Core•Version 1•Updated 28 Aug 2026•11 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

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “Scheduled Tasks & Dispatch in CoWork OS” (or its reference, BOSG-41).

• BOSG-54Moving Your CoWork OS Folder (multi-device Cloud setup)

  Use when someone is moving their CoWork OS folder to a new home such as Dropbox or the cloud, has already copied it and needs the path references updated, wants to understand how the CoWork Migration skill works, wants to know why to set CoWork OS up in Dropbox with the folder available offline and the connector on, or is worried that moving the folder will break something.

  Claude CoWork OS & CodeIntegrations & Connections

  OS Core•Version 1•Updated 28 Aug 2026•10 sections

  What’s inside

  1. 1Key facts
  2. 2Why I keep mine in Dropbox
  3. 3Why moving is riskier than it sounds
  4. 4Just say the word
  5. 5The three things that keep a move safe
  6. 6Let it see both folders
  7. 7What's left for you
  8. 8Troubleshooting
  9. 9So where does this leave you

  Just ask your connected AI about the subject — it searches the guides and finds this one for you. To get this exact guide, ask for it by name: “Moving Your CoWork OS Folder (multi-device Cloud setup)” (or its reference, BOSG-54).