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Clief Notes

40.1k members • Free

35 contributions to Clief Notes
Need a third party perspective
Context: i currently working on building a Real estate comprehensive CRM, that runs 80% locallly on the realtor machine, for one user though. i need your input to look at the attached folder structure, i feel somethings are missing and some are not much needed. Also attached is a summary of the project od what it will look like for the user.
Need a third party perspective
2 likes • 1h
@Alex Brown I really appreciate taking time to thoroughly go through the project. here's my thinking; the note stores unstructured, long form text. For example a file named john-doe.md holds things like relocation details, family context, preferences, anything you'd naturally jot in a notebook. Note also holds AI written emails awaiting human review. The db stores structured, queryable data. Contacts, properties, deals, showings, tasks. Things like phone, email, status, price, due dates. Anything you'd want to filter, sort, or sum. Why i split it this way: the database answers fast, precise questions ("what's overdue"). The Markdown files hold the messy human detail an AI needs to draft a personal email, without forcing that detail into rigid columns/tables. I don't have a slug.md file, the slug is the naming pattern e.g Mr-may. here's how the database relate, maybe it will explain better than i did
1 like • 26m
@Alex Brown Thank you once again. Now i understand the point you raised clearly, i'll work on the noted so it doesn't duplicate same contact and other details that is already in the db. i also need to work a way to archive what's not current to the backup folder which can copied to a external drive or something. i also need a log.md that keeps track of whats done and can be use for auditing and troubleshooting. notes are memory that persists. drafts are like scratch pad, the email drafted will have to be fed to be reveiwed, copy/pasted to either gmail/messaging platform or what ever tool the agent is using. Thank you for the insights 🙏
ICM for Teams: My Understanding To Onboarding Coworkers to a Shared Content Pipeline
This has been one question i have always asked and kept trying to understand until recently. I've seen it asked and discussed multiple times here... So i decided to combine, study and comprehend the various perspective of those who have shared how they are using it @Curtis Hays and many others, to come up with a simple way for me to implement. Here is my personal understanding: Say we are four people in the marketing department, and i am the only one who has built an content pipeline using the ICM framework, now i want onboard the other 3 coworkers and you're one of them... lol 😀 We have one master system, the original pipeline i'm using is now hosted on GitHub (with the same agent.md and context.md, rules and stages). Step 1: Getting the System on Your Computer You copy/clone the entire workspace from the internet (GitHub) to your PC. This gives you the same folders I have: 01-ideas 02-drafts 03-formats etc Step 2: Creating Content Open your copy of the workspace. Talk to ai agent while in the folder normally. Example conversations: “Give me ideas for LinkedIn posts about productivity” “Turn idea number 4 into a full draft” “Format this draft for Instagram carousel and Substack” The agent uses the shared system I built, so all our content has the same style and quality. Step 3: Sharing Improvements If you create a better prompt or improve one of the stages: Tell the agent: “I improved the carousel format, make a Pull Request” I (or the content lead) will check it. Once approved, everyone gets the improvement automatically. Step 4: Where Files Live Your ideas and drafts: Stay on your computer (or save final versions to the department Google Drive, which we all have access to). The framework (how we create content): Lives in the shared system (Github). - What You Need to Do Install Git (one time, easy). Clone (copy) the workspace. Use AI agent within the folder workspace.
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Tracking moving parts 🧰
Question for the group: has anyone used AI to streamline managing project tasks like material ordering, POs, and tracking requested vs. received items? As a PM, I find it's becoming overwhelming. Currently, I track everything in Excel, which works, but it seems like there should be a more efficient approach. I even tried creating my own "Jarvis" to monitor it all, but it's still rough. I’m curious if anyone has found a solution—whether it's a custom tool, an existing product, or a workflow that just clicked.
0 likes • 12h
i haven't done something similar, also here is an idea. Since you've been tracking it in excel, that's you can explain/write down the process you follow from beginning to end, then see if it's replicable via icm or claude extension (if it's browser based). From there you can decide how you want to automate
Broad work, first real build - how do you stay focused enough to ship?
Hey everyone, Paul here. I wanted to share where I'm at and lean on the collective brain in this room. By day I'm a clinical data science lead in pharma - the kind of role where my "job description" is basically a small anthology. I'm across clinical data management, EDC builds, protocol and CRF work, SDTM datasets, sponsor interactions, and a lot of cross-functional fire-fighting. It's a mission-driven organization and I care a lot about the work. On top of that, I'm trying to really learn the sponsor management side of the industry while leveling up on AI/ML and agentic workflows so I can bring more structure and leverage into our development programs. Here's the honest part: I'm genuinely excited about all of it. The possibilities feel huge. I'm also struggling to focus, and I've gotten a bit gun-shy about shipping my first real ICM build. I've been playing with a bunch of ideas, drafting files, sketching workflows, and spinning up partial architectures... but I keep stalling right before I commit to, "this is the first build I'm going to ship and actually use." It's not lack of interest. It's that my world is wide, and every time I pick one use case, ten others raise their hand. Then I start second-guessing whether I chose the "right" one. I see how people here go from foundations to real systems, and it's both inspiring and a little intimidating. So instead of staying in my own head, I'd love to ask directly: Q: What actually keeps you focused when your work covers a lot of ground? (Vote below, and share more in the comments!)
Poll
7 members have voted
1 like • 14h
For me i try my best to focus on developing a clear and very detailed PRD of what i want to build, use AI to audit for gaps and failure points, edit the PRD with AI, Audit and edit untill i have an acceptable plan. Then i give it to a good model to build. I'll only focus on the PRD, whatever problem arrises we (myself +ai agent) solve it or edit the scope or remove feature or modify some aspects and continue till i have my workable plan.
Question
Hi, I was wondering if someone can explain if there is a difference between having a file structure in VSCode or in Obsidian It seems to me that they accomplish the same thing, or am I missing something?
2 likes • 14h
@Nika Marsagischvili Exactly. The folder is the backend, web ui the front end, AI comes in through API calls.
1 like • 14h
@Nika Marsagischvili You're very welcome
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Taofeek O. a.
3
17points to level up
@sunshinesoul-seeker-2148
I learn and build customized workflows for admins in healthcare, real estate and manufacturing. | Folders over Agents.

Active 7m ago
Joined Jun 27, 2026
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