The Guide
A step-by-step walkthrough of the framework, including the sequence, reasoning, and setup.
AI in Practice · Toolkit
Team AI Collaboration Essentials
Your team’s knowledge is scattered across documents, Slack threads, and someone’s head. This framework gives you the structure to bring it together in a shared AI workspace your team can actually use.
What’s Inside
A guide and five fill-in-the-blank templates
Follow the guide in order. Each document builds on the one before it. By the end, you’ll have a shared AI workspace that knows your team, remembers your decisions, and keeps important context available.
Canonical Doc
Your single source of truth: the team, ownership, active workstreams, goals, and not-goals.
System Instructions
Define the AI’s role, communication style, common tasks, and rules for handling conflicts.
Decision Log
Record what was decided, who decided it, and why, so settled questions stay settled.
Meeting Notes
Use a consistent structure the AI can parse, with the newest notes at the top.
Team Principles
Give the AI the principles that guide your team and tell it when to flag drift.
How It Works
Use the tools you already have.
The framework is platform-agnostic. Set it up in ChatGPT Projects, Claude Projects, or Google Gemini Gems. The interface changes, but the structure stays the same.
No technical background required. If you can use a chatbot and fill in a template, you can do this.
01Capture your team’s stable context.
02Define how the AI should work with you.
03Keep decisions and meeting context current.
04Use the same foundation across the team.
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Want help putting this into practice?
If you want hands-on help setting it up and bringing your team along, let’s talk.
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