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🧠 How to build an AI that actually knows your firm
Ever feel like you're constantly reminding your AI of the same things? Or it goes off and does something you never asked for? It's not you. It's the setup. I've just put out a full walkthrough of how I set up agentic AI — Claude Cowork or ChatGPT Work — so it knows my firm and gets things right first time. In the video I cover: - The one rule that stops your AI drifting and forgetting - The four levels of instructions ... and what belongs in each - How to build a "second brain" for context without burning tokens - A simple prompt-injection defence to keep it safe Watch it here 👉 https://youtu.be/BPiH1oGd2HY Then tell me below ... which of the four levels are you going to set up first? 👇
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Heather Anstaett
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@heather-anstaett-6536
Nonprofit Director of Finance who spent over 20 years as an auditor of various nonprofits and other businesses

Active 4d ago
Joined Sep 10, 2026
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