Company BrainAI Employee Handbook
Workshop companion

Give your AI team the company context it keeps missing.

A practical lesson for turning scattered decisions, people, projects, and processes into a shared workspace your AI tools can use.

Plain files Human review Works with your AI tools
Company Brain
02_context/company.md

Company overview

Who we serve
Small teams turning scattered knowledge into useful systems.

AI must ask before
Sending, publishing, pricing, access, or public claims.

Approved context
THE OPERATING RULE

AI prepares. Humans approve. Humans send.

Start here

Place yourself on the AI maturity scale.

Pick the closest match. The site will point you to the next useful move.

Your next move

Choose a level to get your next move.

The context problem

Your business already has the knowledge. AI cannot reuse it while it is scattered.

Chats, documents, meetings, inboxes, old notes, and people’s heads all hold pieces of the truth. AI fills the gaps by guessing. That is where generic work and confident nonsense enjoy their little office party.

A Company Brain turns approved knowledge into a readable, reusable context layer.

Chats Documents Meetings Inboxes
Company
Brain
Approved context
The framework

Useful AI work follows one simple formula.

01

Enough context

What AI should know before helping.

+
02

A clear problem

The task, decision, or workflow in front of you.

+
03

A trigger

The moment that starts the work.

=
04

A useful workflow

Repeatable support with human review where it matters.

Where this fits

Your work apps keep their jobs.

The Company Brain becomes the approved layer between the places your work lives and the AI tools helping with it.

01

Work already lives here

Drive, Notion, Slack, email, calendars, CRMs, and project tools.

02

Company Brain

Decisions, people, processes, projects, voice, and boundaries.

03

AI works from context

ChatGPT, Claude, Codex, local models, and whatever arrives next Tuesday.

What goes where

Route every kind of context to the right home.

Choose a context type. You will see where it belongs and what the note should contain.

Route it here02_context/company.md

Company overview

Who you serve, what you sell, priorities, decision rules, and what AI should ask before acting.

Temporary and unverified information stays out of durable context until a human reviews it.

Try the workshop demo

Turn a rough capture into AI-ready context.

Structured context gives AI something better than vibes and a deadline.

ROUGH CAPTURE

Had a client call. They want better follow-up. Maybe use AI for weekly reviews. Need to remember privacy concerns. Someone mentioned CRM but not sure who owns it.

Your structured note will appear here.

Your first seven days

Build the smallest version that makes AI better this week.

One overview, one project, one process. The whole company does not need to be documented before lunch.

  1. Day 1

    Create the vault

    Set up operations, context, and archive folders.

  2. Day 2

    Write the company overview

    Add customers, offers, priorities, and decision rules.

  3. Day 3

    Add voice and boundaries

    Document how AI should write and when it must ask.

  4. Day 4

    Add one active project

    Capture the goal, current state, owners, and next actions.

  5. Day 5

    Document one process

    Name the trigger, steps, output, and approval points.

  6. Day 6

    Run one cleanup pass

    Turn a rough meeting or note into structured context.

  7. Day 7

    Review and approve

    Confirm what becomes truth and archive what no longer applies.

Safety and approval

Human control belongs in the system from day one.

AI can organize and prepare. Humans decide what becomes durable truth, what leaves the workspace, and what creates a real commitment.

AI prepares.
Humans approve.
Humans send.
AI can help

Summarize, organize, draft, compare, suggest next actions, and flag missing context.

Needs review

Company facts, brand rules, client notes, decisions, and official process documents.

Ask before acting

Sending, publishing, pricing, promises, access changes, public claims, and deletion.

Keep out or scrub

Passwords, keys, unnecessary personal data, unapproved contracts, and private records.

Questions from the workshop

The honest objections are worth answering.

No. Obsidian is one readable workspace. The real system is the structure: what to capture, where it belongs, how AI uses it, and what humans approve.

Keep using them. The Company Brain becomes the approved working layer AI reads before helping. Your existing apps still hold files, conversations, projects, and records.

Yes. Start with a personal AI Office: your identity, preferences, active projects, recurring work, and boundaries. The same structure grows with a team.

Start with boundaries, access rules, approved tools, and scrubbed examples. Regulated workflows need stricter review and should never inherit casual defaults.

Write the company overview. If that feels too large, document one current project or one repeated task and grow from there.

Build your first file

Start with the company overview.

Give your AI tools the context they keep asking for without saying it directly.