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Guides

Step-by-step workflows for running your life and work on one memory with any AI: capture, weekly reviews, projects, people, money and agents.

  1. 30 min● Data BaseYour first 30 minutesBuild your Data Base from two schema packs, connect an AI, and ask your first question that only your own data can answer.
  2. 15 min● Data BaseCapture anything with one sentenceSave a short 'remember this' recipe in your AI, and every rambling message becomes tidy, linked records in the right place.
  3. 20 min● Data Base● Project ManagementYour weekly review, from the recordFive minutes a week: what moved, what got stuck, what you didn't plan, and three priorities for next week, built from what actually happened.
  4. 30 min● Data BaseBuild a how-to library your agents followTurn the things you've figured out into a tree of how-tos that you, Claude Code or Codex can look up, follow step by step, and improve each time.
  5. 15 min● Data BaseSee how your knowledge connectsOpen your Data Base as a graph: every record a node, every link a line. Find the clusters, the orphans, and the notes your work leans on most.
  6. 20 min● Data Base● Project ManagementPlan a goal into projects and tasks with an agentDescribe what you want; your AI breaks it into a project and tasks using how you planned the last one, links the know-how each task needs, and asks before it creates anything.
  7. 30 min● Project Management● Agentic PlatformAssign work to an agent and review itCreate an agent as a member of your project, assign it work items like a colleague, let it work through its queue, and approve the result before anything is done.
  8. 25 min● Project Management● Data BaseRun cycles and get weekly reports drafted for youPlan work in one- or two-week cycles, and let your AI draft the report from what actually happened in the cycle, then file it where you'll find it again.
  9. 20 min● Data Base● Project ManagementFinish a project properly: the check step and the retroNothing goes straight from doing to done. Add a check, run a short retro from the record, and make each lesson change a note, a template or a recipe.
  10. 15 min● Data Base● CRMMeeting prep and follow-ups that come back to youKeep who's who, what you talked about and what you promised in one place, get a prep sheet before every meeting, and have your promises come back before they're late.
  11. 20 min● Data Base● Project Management● CRMLink records across modulesAttach the right notes and records to a client in the CRM or a work item in Project Management, so the context travels with the work.
  12. 40 min● Data BaseImport bank statements and let an agent categorise themExport a statement, drop it into an inbox table, and let your AI sort each line into accounts, categories and payees, learning your rules as it goes.
  13. 20 min● Data BaseBudgets and the money questions you avoidSet a monthly budget per category, let the table work out what's spent and what's left, and ask your money questions out loud instead of opening a spreadsheet.
  14. 40 min● Agentic Platform● Data Base● Project ManagementBuild a custom agent with skillsCreate an agent in the Agentic Platform for one recurring job, give it your data through MCP and a skill that holds the method, and run it on whichever model you like.
  15. 45 min● Agentic Platform● Data Base● Project ManagementPut the marketing agents to workFifty-two specialist marketing agents, from SEO audits to pricing to launch plans. They learn your business once, read your data, and track the work they commit to in your projects.
  16. 60 min● Data Base● Project Management● CRM● Agentic PlatformSet up a small teamOne record the whole team can read, a key per person, shared how-tos that survive people leaving, and agents that work on the same board as everyone else.