What to take into your next project
- Give Claude the context needed for the task.
- Build a repeatable workflow with a review step.
- Measure useful outputs alongside regular use.
Start with a recurring team task.
Choose a process the team recognises: preparing a campaign brief, researching an account, summarising records or drafting an internal report. Define the output, the source material and who reviews it.
Bring the right context to the task.
Connect only the knowledge and tools needed for the workflow. Make source references visible where they matter. Test missing, conflicting and outdated information so a useful answer does not depend on an ideal document set.
Build around the way people work.
Use templates, clear inputs and review steps that fit the team’s process. Introduce the workflow with practical examples, then use feedback from real tasks to improve it. Training supports adoption alongside the working system.
Measure use and usefulness together.
Track whether the workflow saves preparation time and produces outputs people can use. Usage alone is not the result: check corrections, review effort and whether the output reaches the next step.