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Clief Notes

45.8k members • Free

10 contributions to Clief Notes
Who can diagnose and solve this? (Security for healthcare startup)
Here's the problem, close to word for word from a client (they help with healthcare claim denials, so they handle very sensitive data): "We need to use AI smarter at our company. But we have real security concerns about linking Claude and ChatGPT to our Microsoft Suite. Without linking it, it feels like we can't really do much. And we pretty much cannot let it read or write any file on our computers, for security reasons." So two questions for anyone who's been near this: 1. What would you actually call this problem? 2. Who's the right kind of person to diagnose it AND solve it, and roughly how would they solve it?
0 likes • 22d
@Carla Bosteder I’m not as well-versed in the business side of assisted living, I’ve dealt more with physicians and healthcare facilities, but I do understand how important this kind of resource would be from the family side of things. I don’t think you’d need to connect to any protected health information, or even personally identifiable information, to create this type of resource. You might not need an AI layer at all if it’s just content delivery. You could add a feature that lets a family explain their situation in plain language and get guided to the right resource, but that wouldn’t need to exist at launch. Another way to make it more interactive on the business side is giving people a way to role play the scenarios. Building something out in Gemini could be interesting for this, you could do voice scenarios, or even email and text. But before adding any features that take a lot of time, I’d see if directors use it in its the simplest form first and see what feedback they have. Structuring content for semantic search is a lot of work, and you don’t want to do that twice if you don’t have to.
0 likes • 21d
Happy to chat about this with you @Natalee Champlin. Feel free to send me a message here on Skool or over on Discord. Claude's HIPAA ready plans are not necessarily the right fit here. You don't want to have to get a Enterprise level plan for a company that doesn't need it. And depending on what it is that needs to be built, the API can be a much more budget friendly approach. I am spending over $1,000 month in AI to make sure I have the right kind of plan for different softwares for compliance reasons, but what I do with my data matters to me. Also, it's not wrong to not understand HIPAA, a lot of people don't, even if you work in a doctor's office. I just did so much work in the healthcare industry for my marketing agency, had clients all over the US, and working as the COO of a psychiatry practice in Manhattan. So I had to be well-informed and compliant. It's good that you're reaching out and asking for help, instead of just giving advice that could lead to some problems down the line.
Why it's been so quiet from my crazy loud corner of the world
Okay, so. Yesterday in my last post I said the next post would explain where I've been. Grab your coffee. Or the whiskey. This one earns it. I'm usually the loud one in here. The 1 AM experiments, the folder systems, the posts that run longer than some of your contracts. Then about a month ago I went quiet, and quiet is not my natural state. My natural state is "please, someone make him stop." June 24 was the day the wheels came off. That morning I sat down and let our project manager go. If you've never had to do it, no amount of business books prepares you for the part where there's a real person on the other side of the screen and you're the one changing their whole year. One of those conversations you rehearse in the shower for a week and it still comes out sideways. We handled it with as much care as we could, offered the strong recommendation he honestly earned, and it still sat on my chest the rest of the day. Except the day wasn't done. A few hours later, the strongest CMO on my team gave me a 30-day notice. Same. Day. Two seats gone before dinner. Every founder in here knows the math that starts running in your head at that moment, and none of it is about marketing. ******************************************* Then it got personal. ******************************************* My wife was two weeks past her due date with our newest baby. If you've lived a two-weeks-past-due house, you know the whole family walks around holding its breath. When labor finally started, the plan was a peaceful home birth. What we got was a chaotic ambulance ride and four days in the NICU. Not because the baby needed it. Because the medical system is run by insurance companies and litigation attorneys, and "healthy baby" apparently isn't a discharge criteria anymore. Four days of asking strangers for permission to take home our own healthy kid. When we brought up leaving against medical advice, the not-so-subtle response from the doctors included the words "child protective services." We're not talking about a sick baby.
1 like • 22d
First, I just want to say congrats on the new addition! Reading through your post was tough, and I'm sorry you had to deal with so much all at once. I mean one thing after another, but you handled it all like a total rockstar! I heard a podcast the other day with Robert Herjavec from Shark Tank. He said there are two ways to tell if you are an A player, and that is adaptability and progress. A players move the needle forward, but B players get stuck in repitition and wallow in misery. Adaptability means you can wallow quickly and move on. (The podcast was called The Big Deal by Codie Sanchez if you want to listen to it) I think you're an A player my friend! No matter what has happened, even in such a short time frame, you've been able to deal with the hard stuff quickly, and be able to move on. And bonus for having the systems and the team in place to be able to keep everything going while you're able to show up for your family! You've got a good thing going! Can't wait to hear more about the business operating system.
Thoughts on Opus 5?
So Opus 5 has been around for a day now. What are your thoughts? Has it lived up to expectations? What are your praise and gripes?
2 likes • 22d
Just something to keep in mind with everyone using Fable on anything but personal projects is that the data retention rules are not the same because Fable is a Mythos model. Fable retains all inputs and outputs on their server with possible human review for a certain amount of time for security purposes. Anything with Opus matches your plan’s policy. So if you’re working on anything client related, it might be worth looking at the model you’re using.
Had to turn down an extra check (Still a win)
Working with the EU on anything AI/systems is a headache in itself, so many rules to follow without even realizing that your VPS has to be hosted in the EU. Crazy stuff. Short story time, I had a project with a Medium sized company in Sweden, we were building a Facebook prospecting system. Now the thing is that they wanted a feature (quick note: I had already built the system with GDPR in mind, using Hetzner and all) that involved scraping individual profiles, which isn't really allowed. Now the question is, with AI giving you a workaround for almost anything, how far would you go before your morals stepped in. For me it's simple, if it even comes close to crossing the line legally or morally, it's a big no. Huge shoutout to @Tiffany Coyle for educating me on GDPR!
1 like • Jun 24
@Aaron Quiroz
1 like • Jun 24
@Shirsho Guha really proud of you!! I know you’re going to end up doing so many cool and amazing things with how talented you are. Just stay curious and keep asking questions! Always happy to help when you need it 🫶🏼
🏆 WEEKLY COMP #7: THE OPERATOR 🏆
🎟️ PRIZE: FREE SEAT IN THE LYCEUM 🎟️ Pick your cohort. Technical, Business, or Creator. Your call. ---- 🇬🇧 We're back. Good morning from London. 👋 Thanks for the patience last week. Jake and I needed a few days to breathe before London Tech Week kicked off, and you all responded with nothing but support. We don't take that for granted. Now let's get back to building. ---- 📋 THE CHALLENGE Build a folder-based AI operator that handles ONE operational workflow end-to-end. You pick the workflow. This week's deliverable is one operator folder that someone could drop into a Claude project and use to handle a real business workflow without babysitting. ---- 🎯 PICK YOUR WORKFLOW The workflow is yours. Pick something specific. Pick something you'd actually use. A few sparks to get you thinking: - 🎫 Customer support triage (which tier handles this ticket?) - ✅ Content review and approval - 📨 Lead intake and qualification - 💸 Refund request handler - 🤝 Partnership pitch evaluator - 🎙️ Podcast guest pitch sorter - 💼 Freelance project intake - 📄 Resume screen for one specific role - 📅 Meeting request triage (book, decline, delegate) The more specific, the better. "Customer support" is too broad. "Refund request triage for an ecommerce store doing under 200 orders per month" is right. 📎 If you want a fully written client brief as a reference, the attached PDF walks through one example. Don't build the example. Use it as a template for how to think about scoping your own operator. ---- 🗂️ THE METHODOLOGY If this is your first comp, welcome. Here's what you need to know: This week (and every week) you're learning interpretable context methodology. Folders as architecture. Each file does one job well. Your operator is a folder with five things: - 📄 identity.md (who the operator is and what workflow they own) - 📐 rules.md (the decision logic: criteria, edge cases, escalation rules) - 💬 examples.md (decisions in action, including at least one edge case) - 📚 reference/ (checklists, templates, rubrics) - 📖 README.md (how to use it)
2 likes • Jun 14
@Curtis Hays I'm actually tracking too! I've got a completely separate system trying to accurately capture the different states and their rules as new legislation get added. Once I get it to a point where I'm confident it will be a helpful resource, I'll make that open source as well!
1 like • Jun 14
@Will Vessels always happy to help!
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Tiffany Coyle
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11 points to level up
@tiffany-coyle-1465
Strategic consultant with 15+ years of technical, operations, and marketing experience. Strategy | Systems | AI | Compliance

Active 3d ago
Joined Mar 11, 2026
Bergen, Norway
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