For department heads
6 concepts · ~30 minGetting 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.
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.
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.
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.
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.
When to give Claude your knowledge base
RAG
Whether you actually need to connect Claude to your documents — and what changes when you do.
Knowing if it's actually working
Evals
How to measure whether the rollout is delivering — beyond "people seem to like it."
Keep exploring
See how other operators are doing it
Read field notes and decision guides from operators implementing AI across different functions.