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Clief Notes

27.4k members • Free

16 contributions to Clief Notes
Project builder prompt
Is there a prompt that will walk you though making a project folder? Build out the agent context and example MD file maybe help walk though the steps you take to start a project. Not really looking for a silver bullet more or less something to help with the blank canvas problem. I have not finished all the classes so if it’s alrdy a thing I guess I’ll find it as I go though more modules.
3 likes • 4d
I just finished with help of cluade and the class material to help me make a building master prompt and a new system intake questionnaire that’s 25 questions using the class material to build out the system. My Next session I’m going test it out. See how it goes. Then tweak as I need.
In Production: Are Agents Driving Workflows or Are Scripts Orchestrating Them?
Trying to sanity check how multi-step workflows are actually handled in production. The way I’m currently thinking about it: When building, it feels very agentic (using markdown like claude.md, rooms, skills, etc. to structure everything and have the AI help design the system). But in production, I’m trying to understand how control actually flows across multiple steps. Is it more like this: Option A (AI-led flow): - Trigger fires - Script collects data + relevant markdown - AI is called - AI responds and decides the next step - AI continues task-to-task from there OR Option B (Script-orchestrated flow): - Trigger fires - Script collects data + relevant markdown - AI is called for a specific task - AI returns output - Script takes that output, decides next step - Script loads new context/markdown - Script calls AI again (and this repeats for each step) So basically: 👉 Is the AI “driving” the workflow once triggered 👉 Or are scripts orchestrating each step and calling AI as needed Feels like it might be more B or somewhere in the middle, but not sure what’s actually best practice. Would love to know how others are structuring this in real systems.
3 likes • 6d
@Yucky Yuckyyyy That makes sense conceptually, but I’m wondering how that holds up in real production systems. If the agent is driving everything, wouldn’t that: - increase token usage (longer context every step) - reduce reliability (AI mis-sequencing tasks) - make debugging harder (logic hidden in prompts) Feels like there’s a higher risk of hallucination and cost when the agent is doing all the orchestration, vs scripts controlling flow and calling AI only when needed. Curious how people are handling that trade-off in practice.
1 like • 6d
@Yucky Yuckyyyy so I’m thinking about it to broad from start to end but it’s more a pipeline of small workflows, each triggered independently, with AI used inside steps.
How far do you personalize?
I've been using Claude Code and other such tools for a while now and one of the most impactful customizations I've made is telling them how I think and how to communicate with me. For example, I put simple instructions in ~/.claude/CLAUDE.md that tell Claude that I want it to always lead with the conclusion then explain, that I'm prone to spending too long perfecting before shipping, and to be more aggressive in critiquing. That context will be superseded by any that contradicts it at the project level, but it means every new project I start has foundational context on how to work with and help me as the human. I went through a process of asking Claude questions about what it knew about me and how I work, how I worked with it, etc. across many projects in Claude Desktop and Code, ran the same prompt with ChatGPT and Gemini (I use all three pretty extensively), then aggregated them and aggressively pruned to get a final instruction set based on the most accurate mirror of my actual usage I could manage. That's probably over the top, but was a fun experiment. What if any personalization do you use, as in adjusting the tools to work better with you as the meat bag--err--human at the keyboard?
0 likes • 18d
I like this idea of having it work with the way I think, what type of prompt did you use to get the information out of the AI”s
0 likes • 14d
@Marigold Henshaw Hi Marigold! Great to meet you. Right now, everything I’m doing is centered around one main goal: scaling my bookkeeping firm. To get there, I’m essentially running three parallel tracks that all feed into that one project: 1. Content & Acquisition: Creating focused content to build trust and attract the right clients. 2. Firm OS: Building out my operational manual and infrastructure. I’m currently focused on the 'mechanical' side—standardizing workflows for client lifecycles and compliance. 3. The 'Local-First' AI Engine: I’m building a RAG system to manage local tax rules and regulations. The priority here is data sovereignty—I’m keeping this on my own hardware so that client data remains entirely under my control. How about you? What are you currently focusing your energy on?"
AI Security & Privacy What’s you views on it
I’m heavily focused on data sovereignty for my future clients, but I don’t currently have the hardware to run powerful AI models locally. • For those of you using cloud/hosted AI, do you have specific scripts or workflows to scrub sensitive/PII data before sending it to servers? • Or, at what point do you personally draw the line on what is "safe" to send to a cloud provider versus what strictly needs to stay on-prem? Any insights or "lessons learned" would be massively appreciated!
1 like • 15d
@Ben Bruce Hi Ben, thanks so much for the detailed reply! That sounds like a robust setup—using Azure AI Foundry to maintain that level of data sovereignty and regional control is exactly the kind of architecture I’m aiming for as I scale. I’m currently in the early stages of building my practice management system as a one-person operation, so I’m definitely not at the 'enterprise legal agreement' stage yet! I’m still figuring out how to balance that 'zero-retention' security requirement without the infrastructure budget of a larger firm. For someone just starting out and building their first few AI-integrated projects, what would you say are the 'must-haves' to focus on first? Are there any lower-cost or middle-ground strategies you’d recommend to someone who wants to keep data safe while still taking advantage of these models, before they’re ready for a full-scale Azure/Enterprise integration? Would love to pick your brain on that if you’re open to it!
Seeking advice: Overcoming analysis paralysis
Hey everyone, I’m currently building out the infrastructure for my bookkeeping firm, and I’ve hit specific roadblock where I’d love to hear how you handle things: The "Perfectionist" Loop (Idea Paralysis) I’m struggling to find the line between "planning for success" and "just getting started." I find myself endlessly refining workflows and systems before I actually pull the trigger on using them. • How do you decide when a system is "good enough" to launch? • What’s your approach to transitioning from building to operating?
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Jay O
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35points to level up
@jay-o-7504
AI never ending ideas

Active 1d ago
Joined Mar 16, 2026
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