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Welcome to Clief Notes. Here's where to start.
1. Watch the intro video and introduce yourself in the intro post here 2. Start with The Foundation (free course). Concepts, folder architecture, prompting framework. Everything else builds on this. 3. Check in at the bottom of each lesson. Polls, discussion posts, other members working through the same stuff. Use them. 4. When you're ready to build real things, move to Implementation Playbooks (Level 2). When you're ready to build your own tools, Building Your Stack (Level 3). 5. Post your work. Ask questions. Help others when you can. What are you here to build?
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🌶️ CINCO DE MAYO FIRESALE — STARTS NOW 🌶️
Locked in for the next 5 days only. Ends May 5th at 10:00 AM EST. No exceptions. 🎉 Premium: $27 → $14/mo 🎉 VIP: $97 → $67/mo The closest you'll get to our original launch pricing. We're doing this because the community has shown up for us, and we want to show up back. 🤝 🔥 Already a member? Read this carefully. To lock in the new rate, you need to: 1. Cancel your current plan 2. Resign under the new price That's the only way the system can apply the new rate. We have way too many members for manual refunds, so we can't refund anyone who just signed up at current pricing. But the savings stack month over month, so if you plan to stick around (and you should 😁), the math works out fast. 🚫 A few ground rules: Please do not DM myself or Jake about pricing, exceptions, or extensions. We love you, but we're a small team and we need to stay focused on building. Everyone gets the same window. Everyone gets the same deal. If you miss it, you miss it. We'll do more things for the community down the road. ⏰ The clock: 🟢 LIVE NOW 🔴 Locks May 5th, 10:00 AM EST - Premium gets you The Vault and Afternoon Tea calls. - VIP gets you The Drawing Room, High Tea, and bespoke folder builds from Jake himself. If you've been on the fence, this is the moment. 🚀 Tag a friend who needs to be in here. Let's make Cinco a movement. 🎊 🌶️🌶️🌶️
Built an always-on AI Chief of Staff that texts me.
I've been in this community for about a month now and wanted to share where things stand with one of my builds. This isn't polished by any stretch. I do have a few other workflows like content-creator, document-creator, but I needed something to help me navigate my day-to-day as I begin a couple side quests outside my normal 9-5. The goal was simple: I didn't want another chat window I have to remember to open. I wanted something that knows my priorities, reads my calendar, checks my email, and texts me when I need a nudge. Not a chatbot, more like a Chief of Staff. And the goal is to operate within the bounds of the subscription with no extra costs, while also maximizing token efficiency. The other thing I didn't want to do is implement an orchestrating harness yet (OpenClaw, Hermes, etc). The challenge for myself was to keep this as simple as possible without inflating scope. Someone in this community said once: 'constraints are just as, if not more, important than your requirements. What do you NOT want your build to do?' I've definitely taken this to heart in my workflows. ## Planning I've made a few posts about this in comments, but I cannot stress the importance of planning before you build. My method was simple: - First I brain dumped context via voice dictation and transcribed this. Simple tools: VoiceMemos, copy, paste. - Next, I worked through the planning phase with the chat function of Claude in Opus 4.6. I wanted pushback, challenge, and for the model to force me to think deeper and keep me honest. This produced the product requirement document, or PRD. This was a multi-day process (a week?) in my free-time. - For the architecture build, I used Cowork. Handed it the PRD, answered a few basic questions, and then it went on it's way. Got it uploaded to a private git repo. - Currently, I'm working thru further debugging and walking thru the checklist within the PRD in a phased approach. As you'll see below, I have setup a remote screenshare so I can also let Cowork see what I'm doing. This was the most essential because we work TOGETHER to make things happen. it's like working side-by-side with my developer and engineer.
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Built an always-on AI Chief of Staff that texts me.
🏁 Foundations 3.1 Check-In
You just watched the full 23-minute folder architecture walkthrough. Vote below, then drop your use case in the comments. What are you building this system around?
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Mini-Series Part 1: The "Manual Hell" Rebill Project
Following up on my previous post about automating month-end, I want to pull back the curtain on the project that really started it all. It involves a massive company reconstruction, a "manual hell" task, and a midnight breakthrough that tripled my productivity. The Problem: A Reconstruction Hangover On January 1, 2026, our company underwent a major reconstruction. Customers were assigned new sales reps, but the final list of who owned which account wasn't finalized until April. In the meantime, we kept invoicing as usual. The invoices were correct, but the Sales Rep field on the historical records was now wrong. To fix it, we had to go back and update thousands of already invoiced sales orders. The Manual Workflow (or: How to lose your mind): 1. Search for the Sales Order. 2. Click Invoice. 3. Click Rebill. 4. Change the Sales Rep. 5. Click OK. 6. Hit Esc to exit. 7. Repeat... hundreds (or thousands) of times. Enter Claude Code & Playwright I had just started using Claude Code on March 19th after watching @Jake Van Clief ’s videos. Two weeks later, this assignment landed on my desk in the middle of my usual accounting duties. Since I didn’t have backend API access to D365 F&O, I turned to the Playwright MCP. If I couldn't talk to the database directly, I’d have Claude "drive" the browser just like a human would. The Automation Logic: - Open Chrome to the D365 Sales Order URL. - Open the filters tab. - Add filter information (Customer account, dates for Q1 2026, and identifying which sales orders had the wrong rep). - Execute the "Rebill" click-path automatically. The "Aha!" Moment at 00:30 AM It worked, but it was real slow. D365 isn't exactly a speed demon. My boss was happy ("as long as we don't have to do it, I don't care how slow it is"), but I knew we could do better. Earlier that day, I was running it in one browser and it was taking forever. While the kids were finally asleep that night, I had an idea: Can I run this on more than one tab?
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Clief Notes
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Jake Van Clief, giving you the Cliff notes on the new AI age.
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