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Field guide · Free resource

The Claude Context System

A practical setup guide for founders and operators. Build the context layer once. Reuse it across every task.

Most people treat Claude like a search box. They open a new chat, explain the same context again, and hope the output lands.

A better setup is a small context system Claude can read before it starts working. The goal is not to write the perfect prompt. The goal is to stop rebuilding context from zero.

This guide walks through the eight pieces of that system, in the order you should build them. Every template is yours to copy.

Overview

What you will build

  1. 01about-me.mdjump →
  2. 02voice-profile.mdjump →
  3. 03anti-ai-writing-style.mdjump →
  4. 04A structured workspacejump →
  5. 05Global instructionsjump →
  6. 06A discovery promptjump →
  7. 07Connectorsjump →
  8. 08Plugins and skillsjump →
Note

Markdown files are ordinary text files that end in .md. You can create them in any text editor. Keep them short, specific, and easy to update. Good context beats more context.

Security

Do not put passwords, API keys, private customer data, or other secrets in these files.

Overview

Where to use the system

Surface A

Claude Projects

Upload the files to project knowledge and add project instructions. This works well for a company, product, client, or recurring workflow.

Surface B

Claude Cowork

Create the folder structure on your computer, select the folder in Claude Desktop, and add global or folder instructions. This works well when Claude needs to read, create, and organize local files.

Use the interface you already have. The files and operating principles are the same.

Setup

Create this folder structure

Explorer · CLAUDE_SYSTEM
CLAUDE_SYSTEM
ABOUT_MEsource
about-me.md
voice-profile.md
anti-ai-writing-style.md
PROJECTSsource
TEMPLATESsource
CLAUDE_OUTPUTSwrite
Operating rule

ABOUT_ME, PROJECTS, and TEMPLATES are source context. CLAUDE_OUTPUTS is the default write location. Ask Claude not to change source files unless you explicitly request it.

01

Create your identity fileabout-me.md

Purpose

Give Claude durable context about who you are, what the company does, what matters now, and how you make decisions. Keep it to one or two pages. Facts and priorities are more useful than a long biography.

about-me.md
# About me

## Role
I am [name], [role] at [company].

## Company
We build [product or service] for [customer].
Our business model is [business model].
Our current stage is [stage].

## Current priorities
- [priority 1]
- [priority 2]
- [priority 3]

## How I make decisions
- I optimize for [principle].
- I prefer [preference] over [alternative].
- I need evidence such as [data, customer insight, technical proof, financial impact].

## Current constraints
- [budget, time, team, regulation, technical debt, market constraint]
- [constraint]
- [constraint]

## Default audience
Most work is written for [customers, team, investors, partners, technical leaders].

## Facts Claude must not invent
- [company fact that must remain accurate]
- [product fact]
- [commercial or technical limitation]

## Last updated
[YYYY-MM-DD]
Good test

Ask Claude to summarize your role, the company, and the three decisions you are most likely to make differently from a generic founder.

02

Teach Claude your voicevoice-profile.md

Purpose

Teach Claude how you sound when you are clear, credible, and operating at your best. This is not a list of adjectives. It is a set of observable writing choices.

voice-profile.md
# Voice profile

## Core voice
- Direct and practical
- Confident without pretending certainty
- Technical when useful, plain language by default
- Focused on decisions, trade-offs, and outcomes

## Sentence style
- Use short to medium-length sentences.
- Lead with the point.
- Prefer concrete claims over abstract framing.
- Vary sentence length naturally.
- Use active voice.

## Vocabulary I use
- [word or phrase]
- [word or phrase]
- [word or phrase]

## Vocabulary I avoid
- [word or phrase]
- [word or phrase]
- [word or phrase]

## Point of view
I believe:
- [belief about technology, business, leadership, or the market]
- [belief]
- [belief]

## What good writing looks like to me
- It makes a clear claim.
- It explains why the claim matters.
- It uses an example, number, or trade-off when available.
- It removes sentences that do not add information.

## Examples that sound like me
Paste three to five examples of your real writing here.

## Editing rule
When a sentence sounds generic, rewrite it with a more specific claim, example, decision, or consequence.
Tip

Your examples matter more than your adjectives. Add posts, emails, memos, or messages you actually wrote.

03

Define what to avoidanti-ai-writing-style.md

Purpose

Define what Claude must avoid when writing as you. Every time an output annoys you, turn that annoyance into a reusable rule.

anti-ai-writing-style.md
# Anti AI writing style

## Never use
- Em dashes
- Decorative emojis unless explicitly requested
- Excessive bold text
- Generic scene-setting
- Fake urgency
- Inflated claims
- Corporate filler
- Repetitive conclusions
- Hashtags inside the body of the text

## Avoid phrases such as
- In today's fast-paced world
- Game changer
- Unlock the power of
- Delve into
- Revolutionary
- Seamless
- Robust solution
- It is important to note
- At the end of the day

## Avoid these structures
- "It is not X. It is Y."
- Three consecutive one-line paragraphs written only for drama
- A rhetorical question followed by an obvious answer
- A conclusion that repeats the introduction
- Long lists when one recommendation would be stronger
- Claims without evidence or a clearly marked assumption

## Writing rules
- Start with the point.
- Use active voice.
- Use specific nouns and verbs.
- Prefer one clear recommendation over a menu of vague options.
- State uncertainty directly.
- Do not invent facts, quotes, metrics, customers, or outcomes.
- Do not use an em dash. Use a full stop, comma, colon, or parentheses instead.
Tip

Keep this file strict. It is easier to loosen a rule for one task than to remove the same bad pattern from every output.

04

Build the workspace

Three of your folders hold source context. One is where work lands. Set them up so Claude always knows what to read and where to write.

ABOUT_ME/Store the three files above. Treat this folder as your stable identity and writing layer.
PROJECTS/Create one folder per active initiative. Each project should have a short project brief and only the source material Claude needs.
TEMPLATES/Store proven formats such as decision memos, board updates, product requirement documents, research reports, outreach emails, and content briefs.
CLAUDE_OUTPUTS/Use this as the default destination for generated work. Add dates and clear filenames so outputs remain searchable. Suggested pattern: YYYY-MM-DD_project_deliverable_v1

Project brief template

PROJECTS/[name]/project-brief.md
# Project brief

## Objective
[What outcome are we trying to create?]

## Current state
[What is true today?]

## Key decisions already made
- [decision]
- [decision]

## Open questions
- [question]
- [question]

## Constraints
- [constraint]
- [constraint]

## Sources of truth
- [file, system, document, or person]
- [source]

## Required output
[Format, audience, deadline, and quality bar]
05

Set global instructions

Global instructions should contain rules that apply almost everywhere. Keep project-specific facts in project files.

global instructions
Before starting any substantial task:

1. Read the relevant context files and source material.
2. Summarize the objective, audience, constraints, and expected output.
3. Separate known facts from assumptions.
4. Ask questions only when the answers could materially change the result.
5. Prefer a clear recommendation over a long list of weak options.
6. Follow voice-profile.md and anti-ai-writing-style.md when writing as me.
7. Do not invent facts, metrics, quotes, sources, or customer examples.
8. State uncertainty directly and identify what would resolve it.
9. Save final deliverables to CLAUDE_OUTPUTS unless I specify another location.
10. Do not edit source files unless I explicitly ask you to.
Where

For Cowork, add standing rules under Settings → Cowork → Global instructions. For Projects, add the relevant rules as project instructions.

06

Use a discovery prompt

The purpose of this prompt is not to force a long interview. It is to stop Claude from guessing about decisions that matter. Use it for high-value tasks.

discovery prompt
I want to [complete task] so that [business outcome].

Read the relevant files in [project or folder] first.

Before doing the work:
1. Summarize your understanding of the objective, audience,
   constraints, and required output.
2. Identify missing information or decisions that could
   materially change the result.
3. Ask only those questions.
4. Recommend an approach and explain the main trade-offs.

After I answer, execute the task and save the final output to [location].
Note

For routine work, skip the interview and ask Claude to proceed using clearly stated assumptions.

07

Add connectors carefully

Connectors let Claude work with information that already lives in tools such as Google Drive, Gmail, Slack, Notion, and other supported services. Start with one connector and one narrow workflow. Test read access before enabling broader actions.

Useful first workflows

  • Find the latest source of truth for a product decision.
  • Summarize customer feedback from a defined channel or folder.
  • Compare a current brief with the most recent supporting documents.
  • Draft a weekly update from selected project sources.
Security rule

Grant the smallest practical scope, review the source material Claude uses, and require confirmation before consequential actions.

08

Turn repeated work into skills

Do not install or create skills because they look interesting. Start with work you repeat often and already understand.

Good founder workflows

  • Weekly product and engineering review
  • Customer research synthesis
  • Board or investor update
  • Decision memo
  • Content repurposing
  • Competitive monitoring
  • Sales call preparation

Skill brief template

skill-brief.md
# Skill brief

## Name
[Skill name]

## Trigger
Use this when [specific situation].

## Inputs
- [required input]
- [required source]
- [optional input]

## Process
1. [step]
2. [step]
3. [step]

## Quality checks
- [check]
- [check]
- [check]

## Output
[Exact format, location, and naming convention]

## Never do
- [boundary]
- [boundary]
Principle

A strong skill is a documented operating process. The AI part comes after the process is clear.

Put it to work

Your first setup session

  1. 01Create the four folders.
  2. 02Add the three context files.
  3. 03Fill only the sections you know today.
  4. 04Add the global instructions.
  5. 05Create one active project brief.
  6. 06Run one real task using the discovery prompt.
  7. 07Review the result and update the relevant file.
Note

Do not optimize the system before using it. The first real output will show you what is missing.

Put it to work

Run this test

first test
Read ABOUT_ME and the current project brief.

Create a one-page decision memo for [decision]. Include:
- The decision to make
- The relevant context
- The strongest options
- The main trade-offs
- Your recommendation
- The assumptions and unknowns
- The next action

Write it in my voice and follow the anti-AI writing rules.

Diagnose the result

Wrong factsUpdate about-me.md or the project brief.
Wrong toneImprove voice-profile.md with real examples.
Repeated writing patternAdd a rule to anti-ai-writing-style.md.
Wrong workflowImprove global instructions or create a template.
Strong repeated workflowTurn it into a skill.
Maintenance

Keep the system current

  • When Claude gets a fact wrong, improve the source file.
  • When the writing sounds wrong, add a real example or a clearer rule.
  • When a process repeats, create a template or skill.
  • When a project changes, update its brief.
  • Once a month, remove stale context and outdated instructions.
The principle

A prompt solves the next task. A context system improves every task after it.

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