A normal chat can’t see your notes, so it can’t tell you what you’re waiting on. I gave Claude the sample notes from this folder and asked:

What should I do this week for my winter menu, and what am I waiting on?

It answered from the notes and named the note behind each fact:

This week, get Jordan Lee’s winter prices and test your 3 new recipes. ...

Email Jordan for the winter price list. Jordan answers email faster than phone calls. (Jordan Lee)

It also said where it was unsure, and it asked before moving a line between notes. The “AI Rules” file in the folder makes it work that way. I run my own notes the same way, in How I gave Claude Code memory without a vector DB.

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I asked “What is an API?” for a test reader who owns three dental clinics. A normal chat answered with words like HTTP and JSON.

With the tutor box, Claude first asked about the reader’s work. Then it wrote:

An API is a menu of requests one piece of software lets another piece make, so they can work together without you in the middle.

Think of your front desk. A patient asks, “Do you have a 3pm slot?” Your receptionist checks the calendar and answers. ... An API is the receptionist for software.

Each lesson ends with 3 check questions and a lesson card to save. Three days later, a second box quizzes you on your cards. Pair it with Claude Memory, so the tutor knows your job from the first lesson.

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I gave Claude a stiff 102-word sales email that an AI had drafted. It had 7 sentences and over a dozen buzzwords. The price hid in sentence 5:

I hope this email finds you well! ... the pricing is $2,400 per month with a 30-day trial.

With the rewrite box from this tool, Claude wrote this:

You can start with a 30-day trial. After that it’s $2,400 per month.

Did you get a chance to read last week’s proposal? I can answer questions by email or on a short call.

Same facts in 59 words, with the price first. It also flagged one promise the email couldn’t prove. Put the rules in the same box as your Claude Memory file, so Claude knows who you are and how to write.

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A small business owner was about to decide this:

Hire a part-time assistant at 15 hours a week instead of buying a scheduling tool. ... Leaning: assistant. I lose about 6 hours a week to booking and email.

The second opinion found what they missed:

You compared a 900 cost to a 25 cost. The gap is 36 times, and your reason does not explain it.

Verdict: Go, but fix these first. Track your 6 hours for one week, and try a tool for 30 days. Confidence: medium.

Most chats agree with you. This prompt tells Claude not to. Pair it with Claude Memory, so it judges you as someone who knows your field.

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Here’s a normal Tuesday: six tasks and four meetings, two of them clashing.

Send invoice to Harper Co (due today). Finish Q4 budget draft (due Thursday, Priya is waiting on it). Reply to Dana about the venue (was due Monday). ... 14:00 to 15:00 Board prep. 14:30 to 15:00 Dentist phone check-in.

Here’s the plan Claude gave back:

1. Finish Q4 budget draft. ... Goes in 12:00 to 14:00, your longest gap.

2. Send invoice to Harper Co. ... Goes in 10:00 to 11:00, right before the Harper call ...

DROP OR MOVE: Move “Update photos on the website” to next week. No deadline and nobody is waiting.

It caught the clash and asked which meeting to move. It invented nothing. Pair it with AI Meeting Notes, so your tasks come straight from your calls.

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Here’s part of a messy team call, the kind you get from any transcript:

Marcus: I’ll try to get that by Thursday. ... Tom: ... I’m still waiting on Marcus for the October supplier invoices. Marcus: Right, sorry. Friday? ... Dana: Let’s not decide now.

Here’s what Claude gave back from the same call:

Task: Get the second printer’s quote in writing. Owner: Marcus. Due: Thursday 5 November 2026 (soft commitment)

Task: Send the October supplier invoices to Tom. Owner: Marcus. Due: Friday 6 November 2026

“Friday” became a real date. “I’ll try” got flagged. The holiday hire stayed under open questions, because nobody decided it. It works for team calls, client calls and your own rough notes. Pair it with Claude Memory so Claude knows your team’s names.

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I asked Claude the same thing twice: “Write a short email to my customers about the pie order deadline.” The test user is Dana, a made-up bakery owner.

Without the file, Claude guessed. Blanks everywhere:

Hi [First Name], ... the deadline for holiday pie orders is [Day, Date] at [Time]. ... Warmly, [Your Name]

With the file, it wrote like Dana:

Hi neighbors, holiday pies are baking soon, and we’d love to make one for you. Pre-orders close Friday, November 20. ... Thanks for being with us all these years.

The file is one page about you. Claude reads it before every answer, in every chat. It works for any job. I use the same idea for my own notes, in How I gave Claude Code memory without a vector DB.

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