Who this is for: owners of an online business who want an AI assistant that remembers their rules and does the daily checking. No coding, but you will type a few commands and save a few keys, and each step says exactly what. This guide is free to read. It walks through a ready made workspace that comes with a paid pack (prices on the packs page), and it needs a paid Claude plan. It works for marketplace sellers (bol, Amazon, Etsy) as well as own websites.

Your workspace

Set up your workspace

Fifteen cards, top to bottom.

Do what the card says, run its check, then tick Done.

This page remembers your ticks in this browser.

About 30 minutes to get in, then about 90 minutes with Claude.

0 done

Never paste a key or password into the chat.

When a key is needed, Claude names the file under keys/ and you paste it there, in the editor.

Create key files in VS Code (right click the keys folder, New File), not in Notepad: Notepad adds .txt, and Windows hides it.

1. Get in

You, about 30 minutes

Extract the zip first

You, 2 min

Claude cannot save anything inside a zip.

The zip is usually in your Downloads folder.

Windows: right click the zip, then Extract All.

Mac: double click the zip.

Extract into a folder that OneDrive, iCloud or Dropbox does not sync. Your keys will live inside it.

Windows: for example C:\Users\YourName\Workspace, not Documents or Desktop. Mac: a folder in your home folder, not Desktop or Documents.

Click

Right click the zip›Extract All

Check it worked

You see a normal folder, not a zip icon, with a file called CLAUDE.md inside.

Done

Illustration, not a screenshot. Menu wording differs per computer.

Install VS Code

You, 10 min

VS Code is the free editor where Claude Code runs as a chat panel.

Version 1.94 or later.

Then install Node.js, free, from nodejs.org: the LTS download. Accept the defaults.

Close and reopen VS Code afterwards.

Already have both, or not sure about Node? Tick Done: typing start checks Node and tells you if it is missing.

Open this address

code.visualstudio.com/download

Done

Illustration, not a screenshot. The real page picks your system for you.

Add Claude Code and sign in

You, 5 min

Needs a paid Claude plan.

The free plan has no Claude Code, and this pack does not include a plan.

Pick the extension published by Anthropic, then sign in with your Claude account.

Click

Ctrl+Shift+X / Cmd+Shift+X›search›Install›Sign in

Type in the search box

Claude Code

Done

Illustration, not a screenshot. Your editor may place these slightly differently.

Open the folder that has CLAUDE.md inside

You, 2 min

Open that folder itself, not the folder above it.

Claude reads CLAUDE.md from the folder it starts in.

Same folder name twice after extracting? Open the inner one.

Click

File›Open Folder›the folder with CLAUDE.md

Then ask Claude

Which folder are you in?

Check it worked

Claude answers with the path of your extracted folder.

Done

Illustration, not a screenshot. On a Mac the File menu sits in the top bar.

Set Claude Code up once

You, 10 min

Model: the newest Sonnet on the Pro plan, the newest Opus on Max (Opus is optional on Pro and may use your allowance faster, unverified). Effort medium for daily work.

Mode: your choice, pick one.

A. Default: the workspace ships set to this. Claude edits files in this folder, and asks before any other command. Best while you add keys with write rights.

B. Bypass permissions: Claude runs commands without stopping to ask, so the daily loop is faster. A write runs without you seeing it first, so use read-only keys wherever your tool offers them. The keys/ block and the key-guard hook still work in every mode.

Auto compact: on, so a long chat gets summarised instead of stopping.

Click, under the chat box

Model menu›newest Opus

Which one to pick, and how to switch

The workspace ships on A, so it starts safe. Its own read-only checks are already allowed, so they run without a pop up.

On A, a write to your store or board is one you saw before it ran. When a pop up shows a command you know, you can allow it from then on.

To switch to B: in the Claude Code settings, allow bypass permissions, then pick Bypass permissions in the mode menu under the chat box. To go back, pick the default there.

Done

Illustration, not a screenshot. Menu names move between versions; the reasons do not.

Type start

You, 1 min

Claude sends the link to this page, then asks two questions: your language, then where you sell.

From here Claude does the work and you check it.

A generic hello means the wrong folder is open: go back to card 4.

Type in the Claude chat

start

Done

Illustration, not a screenshot. Your list shows all nine choices.

2. Where do you sell?

You with Claude, 2 minutes

Answer Claude, then tick the same here

You, 2 min

Your answer decides your steps.

A marketplace seller never sees website steps, on purpose.

Not sure? Tick other website builder if you have a site, otherwise social only.

Tick at least one to see your sections.

Done

3. Build the workspace

You with Claude, about 90 minutes

New to Trello? How your board works

A Trello board is a wall of lists. A card is one job on it. Cards move from left to right as the work gets done.

Each to-do on a card starts with a tag that says who acts

[ME]Done in a session: by you, or by Claude when you ask it. Nothing runs it on a timer.

[AUTO]A script already did it. You read the result.

[AUTO-OK]Claude prepared it. Nothing goes live until you say go.

Colour labels say what a card is about: Stock, Supplier, Listing, Money, Returns, Admin. Sample marks the practice cards you delete after reading.

Every value Claude fills in shows how sure it was

FOUNDRead from your own pages or data.

ESTIMATEA guess. Check it.

NOT FOUNDNothing shows it. Claude asks you.

When Claude acts on its own, and when it asks first

Acts, then tells youThe value is FOUND and the change can be undone: a draft, a label, a note, a read-only check.

Asks firstAnything ESTIMATE or NOT FOUND, anything with money in it (prices, spending, a profit below your lowest), anything sent in your name, anything that cannot be undone.

Check the folder is complete

Claude, 2 min

Nothing to create: the template is already in place.

Folders that start with a dot are hidden from a plain list, so ask for all of them.

Ask Claude

Show me everything in this folder, hidden folders too.

Check it worked

You see CLAUDE.md, .claude, pages, memory, core, keys, data and one-off.

Nothing loose besides those.

Done

Illustration of the folder list, not a screenshot.

Protect the keys folder, only if you use git

Claude, 1 min

Do it before any key goes in.

A key that reached git history must be replaced; deleting it is not enough.

No git, or not sure? Then you do not use it: tick Done and move on.

Ask Claude

Create a .gitignore that ignores keys/ but keeps keys/README.md. Use a command that works on my operating system.

Check it worked

git status does not list keys/ as untracked.

Done

Illustration, not a screenshot.

Answer the questions and confirm CLAUDE.md

You with Claude, 20 min

Claude reads your public pages, or asks if you sell only on marketplaces.

It marks a guess ESTIMATE and a gap NOT FOUND.

Read every line before you confirm: a rule you did not write is not yet your rule.

Optional: bring over what your current AI assistant knows

Do this before you type start. None yet is a fine answer: skip it. For each assistant you use there are two routes, and you can take either or both.

Route 1, what it remembers (5 minutes, works with every assistant). Paste this there:

I am moving my business work to a new AI workspace. In one markdown code block, list what you know about my business under these headings: Business basics, Offers and prices, Customers, Brand and voice, Tools I use (names only), People and roles (first names or roles), Rules I gave you, Open projects, Numbers I told you (with dates). After each bullet add the source: memory, project, file, conversation or guess. Write "not available to me" instead of guessing. No passwords, keys, login links, or customer names, emails or addresses. Business only.

Create imports/ai_export/ in the workspace and save the reply there as the assistant's name plus .md. Start reads that folder as unverified claims and shows you only where they disagree with your site. Nothing in it is promoted to memory until you confirm it, and lines marked guess never are.

Route 2, your chat history as a file (slower, gives your real wording). A history is large and mostly noise. Save the file in imports/ai_export/. Screens move, so the provider's own help page wins. Checked 2 Nov 2026.

ChatGPT. Profile menu, Settings, Data controls, Export data, Export, confirm. A link arrives by email, valid 24 hours. Business and Enterprise workspaces cannot self export: ask the workspace owner.

Claude. On the web or desktop app: Settings, Privacy, Export data. A link arrives by email, valid 24 hours.

Gemini. takeout.google.com with the same Google account. Deselect all, tick Gemini, create the export. It arrives in hours to days. A Workspace admin can hide Takeout.

Copilot. Personal Microsoft account only: account privacy dashboard, Privacy, Copilot, Export all activity history. Work or school accounts: use Route 1.

Perplexity or another. Use the provider's own export page. No export link? Use Route 1.

Your history stays in a folder on your computer and Claude reads it in your own session. It takes only business facts, skips customer names, emails and addresses, and keeps nothing until you say yes.

Your answers, so Claude only asks what is left

Answer what only you know. Not sure? Pick the not sure chip: Claude starts from a safe default you can change later. Saved in this browser only.

Getting startedThe basics

What kind of business do you have?

The boards are built for online businesses; for digital products or services Claude sets up the daily routine board and leaves out stock and supplier work.

Website or public business page

Who works in the business, and on what

Who else do you work with?

MoneyOnly the lowest profit is yours to set

The lowest profit per sale you accept, after all costs

How Claude works for youYour limits and your week

What Claude must ask you before doing

When you work on the business

Which job takes most of your week?

Claude fills these from your data, you confirm them during build: what you sell, and to whom; countries you ship to; how long your supplier takes to deliver; who keeps your stock; how often you file sales tax; how your business sounds; words you never use; logo and colours.

Change laterYour workspace starts with these. Tell Claude in the chat to change one

First view: your decision page, swept for waiting rows each time you open the workspace.
Never brought up: nothing yet, until you name something.
Check in: each time you open the workspace.
Replies: short, answer first.

Paste into the Claude chat when Claude asks its questions

Fill at least one answer above.

Type /clear for a new chat, then ask

What business is this workspace for and what are the standing rules?

Check it worked

Claude answers from your file, without asking you.

Ask Claude for any [bracketed] placeholders and the line count of CLAUDE.md: none left, under 120 lines.

Done

Illustration, not a screenshot. Your intake fills your own lines.

Run build

You with Claude, about 40 min

One command builds the workspace from your answers.

Claude reads your answers, your website, your files and every source you ticked, then shows each value with its source for you to confirm.

It replaces the invented sample business with yours, fills your board after your go, and writes a build report page.

Type in the Claude chat

build

Check it worked

Claude shows a table of values, each with a source and FOUND, ESTIMATE or NOT FOUND, and waits for you.

Your board shows the cards from the plan you said go to.

Done

Illustration, not a screenshot.

Check the build

Claude, 5 min

The invented sample business must be gone.

An agent that finds a 32 percent margin floor in memory will use it.

Open the build report too: every source you ticked has a line.

Each connection has a row in the integrations table of CLAUDE.md.

Ask Claude

Run the three build checks from step 6 of .claude/commands/build.md and tell me if any fails.

The three commands on a Mac, if you want to see them

grep -rilE "kettl[e]stone|nordk[a]mp|fellsm[i]th|ravenl[i]ne|winter r[a]nge" .
wc -c memory/MEMORY.md
node core/memory-staleness.js

The three commands on Windows (PowerShell), if you want to see them

Get-ChildItem -Recurse -File | Select-String -Pattern "kettl[e]stone|nordk[a]mp|fellsm[i]th|ravenl[i]ne|winter r[a]nge" -List | ForEach-Object Path
(Get-Item memory/MEMORY.md).Length
node core/memory-staleness.js

Type /clear for a new chat, then ask

What integrations does this workspace have and are they read-only?

Check it worked

The first command returns nothing.

The second shows a number under 20480.

pages/build-report.html shows FOUND, ESTIMATE or NOT FOUND per source.

Claude names every integration and says it is read-only, from the table, without looking around.

Done

Illustration, not a screenshot. The build deletes them and writes your own.

Run one real task, end to end

You with Claude, 15 min

Narrow and genuinely useful, using the tool you just connected.

Watch for three things, shown in the picture.

One missing? Say it straight: "You skipped the self review."

For example

Find the products that have no description.

Check it worked

The second similar task shows all three without a reminder.

Done

Illustration of the three checks, not a screenshot.

4. Your decision page

You with Claude, 10 minutes

Publish your decision page

You with Claude, 10 min

One page holds every decision Claude needs from you, with Go and Skip.

Click Go on one sample row, Skip on another, and ask a question in a note.

Start a new chat: Claude names what you clicked and answers your question.

Ask Claude

Publish my decision page from pages/decision-page.html, with the sample rows.

When the test works

Replace the sample rows with my real open decisions.

No artifacts on your plan?

Claude says so. Then type: Use decisions.md instead.

The same rows live in a plain file you edit.

Done

Screenshot of one sample row on the decision page: Go and Skip side by side — Real screenshot of a sample row on the decision page in this pack.

Your first week

After the 15 cards

First mistakeTell Claude: save this as a rule. It writes the memory file and its index line, with the size check.

After 1 weekAdd your second tool, read-only first: tick it in card 11.

After 4 weeksAsk Claude for the four week review: what fired, what did not.

Stuck on a card? The pack holds the full text of every step with its Verify block.

Card 11 shows the connect steps for each tool you tick; card 7 tells you which sections are yours.

1. Get in

Extract the zip first

Install VS Code

Add Claude Code and sign in

Open the folder that has CLAUDE.md inside

Set Claude Code up once

Type start

2. Where do you sell?

Answer Claude, then tick the same here

3. Build the workspace

Check the folder is complete

Protect the keys folder, only if you use git

Answer the questions and confirm CLAUDE.md

Pick your tools and connect them

Run build

Check the build

Run one real task, end to end

4. Your decision page

Publish your decision page

Your first week