Files

Add files that are actually needed for the workflow: briefs, notes, source documents, decks, research, updates, screenshots, or records. Keep the source attached to the work it informs.

People

Connect relevant people, companies, clients, candidates, customers, founders, partners, or properties to the work. AI context is better when relationships are not separated from the record.

Work

Track current tasks, owners, open questions, handoffs, and next actions. The goal is not to replace a task manager; it is to keep the reason behind work available.

Decisions

Preserve approved direction, rejected paths, assumptions, and rationale. The next person or AI tool should know what was decided and why.

Start small

Build the context for one recurring workflow before adding more. Good Core usage is specific enough that the next output improves.

Start with one recurring workflowUse the context in a real loop.Shared team context guideApply the structure across a team.First 30 minutesCreate the first useful record.Core product pageReturn to the overview.