AI Codex

For department heads

6 concepts · ~30 min

Getting your team actually using AI

Six steps from setup to measuring impact. Whether you're in customer success, operations, or marketing — the principles are the same. Get the foundations right and the rest follows.

1

Set it up properly from day one

System Prompt

Why the system prompt is the most important decision you make — and how to write one that produces consistent, on-brand outputs for everyone on your team.

6 min
2

Give your team a shared starting point

Claude Projects

How Projects turn Claude from a personal assistant into a team resource — so outputs don't vary wildly based on who wrote the prompt.

5 min
3

Connect Claude to your actual work

Skills & Connectors

Which Skills and Connectors are actually worth enabling — and how to give Claude access to your documents without making your team copy-paste everything.

4 min
4

What to tell your team about trust

Hallucination

The specific failure patterns your team needs to know — so they can catch the ones that matter without second-guessing everything Claude produces.

5 min
5

When to give Claude your knowledge base

RAG

Whether you actually need to connect Claude to your documents — and what changes when you do.

5 min
6

Knowing if it's actually working

Evals

How to measure whether the rollout is delivering — beyond "people seem to like it."

5 min

Keep exploring

See how other operators are doing it

Read field notes and decision guides from operators implementing AI across different functions.

All articles →Full glossary →

Free official training

Take these on Claude Academy first

Anthropic’s Claude Academy teaches the product for free and does it better than we could. These are the ones that matter for this path. This path picks up where they stop.

What they leave out: Courses teach capability, not habit. What is missing is the part where you keep doing it in week six, and what to do when your team does not.

Full Claude Academy course map →