Setup
Stop introducing yourself to AI every single time
Set up one Project, feed it your business once, and every chat after that already knows your voice, your customer, and your competitors. About fifteen minutes, no code, free.
Here's why the answers come back so generic. You open a brand-new chat, ask for help with an email or an offer, and what you get back is fine — fine for anyone. It reads like advice from someone who's never met your business.
Because it hasn't. Every fresh chat starts from zero. So you spend the first ten minutes re-explaining who you are, who you sell to, and how you sound — and you do it again the next time, and the time after that. It's like onboarding a new intern every morning who forgot everything by lunch. At some point you think: I should've just done this myself.
The fix is a Project. You build it once. You hand it your business — the files, the voice, the customer, the competitors. Then it stops being an intern who forgets and starts being one who already knows. Let's build the first one: a marketing brain for your business.
What a Project actually is
A normal chat is a blank room. A Project is a room you've furnished. It holds two things a plain chat doesn't: a knowledge base (files you upload — your brand docs, customer notes, anything) and a set of instructions (a standing brief Claude reads at the start of every chat inside that Project).
Put those two together and every conversation you start in that Project opens already knowing your business. You stop pasting the same background. You just ask the question.
It's free. Projects are on every Claude plan, including the free one — you can keep up to five. You'll find them in the left sidebar at claude.ai, and in the phone app too. A paid plan adds room for huge knowledge bases, but a marketing brain is small. Free covers it.
Build it, four steps
Open a new Project
In the left sidebar, click Projects, then + New Project. Name it something you'll recognize — "Marketing brain" or your brand name. That's the container. Everything else goes inside it.
Feed it your business
Open the Project's knowledge and add everything you've got: brand voice notes, your ideal-customer profile, competitor names and how you're different, brand guidelines, and a few pieces of past marketing that actually worked. Word docs and PDFs are fine. Don't have polished files? Type it rough into a single doc and upload that. Messy and real beats neat and empty.
Have Claude draft your instructions
Start a chat inside the Project and paste the prompt below. It reads your files, then interviews you — one question at a time — to pull out what the documents don't say. Answer honestly. When it hands you a draft of the instructions, push back until they sound like your business and not marketing-in-general. This back-and-forth is the whole job. Don't rush it.
You're the marketing lead for my business — not a generic assistant, but someone who knows my company as well as I do and answers every marketing question through that lens. I've put my business into this project's knowledge: brand voice notes, my ideal customer, my competitors and how I'm different, and a few pieces of marketing that actually worked. Read all of it before you answer anything. Your job right now is to write me a set of project instructions I can save — so every future chat in this project already knows my business without me re-explaining it. Before you write them, interview me. Ask one question at a time about anything the files leave unclear: exactly who we sell to, what we genuinely do better than the competition, the words we use and the words we'd never use, what "good" marketing looks like to me, and where I keep second-guessing myself. Keep going until you could brief a new hire on my business in five minutes. Then write the instructions as if you're documenting all of it for the version of you that starts fresh tomorrow. Plain language. Specific to my business, not marketing in general. Cover: who we are and what we sell, who we're for (and who we're not), how we sound, what we stand for, who we're up against and how we're different, and the rules for anything you draft for me. When they're ready, give me the instructions on their own so I can copy them straight into the project.
Paste the instructions into the Project
Once you're happy, copy the finished instructions. Open your Project, click Set project instructions (near the knowledge), paste them in, and save. Done. That brief now loads at the top of every chat in this Project.
Now open a fresh chat inside the Project and ask it something real — "draft a launch email for the new product" or "what's the angle for this week's posts." No setup, no background. It already knows. That's the difference between an intern who forgot and one who's been here a year.
A Project does not quietly remember what you said in other chats inside it. The two things that make it "know" your business are the knowledge base and the instructions — full stop. So if you discover something important mid-conversation — a new customer objection, a competitor's move, a line that's landing — don't leave it buried in that chat. Add it to the knowledge or the instructions. The brain only knows what you've actually filed into it.
Do this now
Build the marketing brain first — it's the one you'll use every week. Block fifteen minutes, open a Project, and dump in whatever you have about your business, even if it's rough. Run the prompt. Save the instructions.
Then build the next brain the same way: one for customer support, one for your numbers, one for hiring. Each one is a part of your business that AI now holds for you instead of you holding it in your head. That's the move from operator to owner — you stop being the only place the context lives.
Free live training
Ready to turn that brain into an employee that actually does the work?
In 60 minutes I'll build your first 2 AI employees live on screen — the ones that run the busywork while you run the business. No code. Capped at 100 seats.
Reserve your free spotSources
Where this came from and how to verify it yourself.
- What Projects are — knowledge base plus instructions Claude uses for every chat in the project: "What are projects?", Claude Help Center — support.claude.com/en/articles/9517075
- How to create a project, add knowledge, and set instructions; note that context isn't shared across chats unless it's in the knowledge base: "How can I create and manage projects?", Claude Help Center — support.claude.com/en/articles/9519177
- Projects on the free plan (up to 5); RAG auto-scaling for large knowledge bases is paid-only: reflected in the Help Center article above, and in current setup guides such as jdhodges.com (May 2026)
- Original idea for this guide: Natalia's own "build a marketing brain" walkthrough on Instagram & TikTok (@aiwithtasha)