CG TECH

Anthropic · Technologies

Claude Projects

Claude that already knows your context.

Projects are workspaces that hold your documents, instructions and conversation history, so Claude answers with your context every time instead of starting from zero. On Team and Enterprise plans they are shared, turning individual know how into a team asset. We set them up so they actually get used.

PROJECT LIBRARY · EXAMPLE TEAM

PROJECT

KNOWLEDGE

SHARED WITH

STATUS

Client-Proposals

Templates and wins

Sales

HEALTHY

Brand-Voice

Style guide

Marketing

HEALTHY

Contract-Review

Playbook and precedents

Legal

HEALTHY

Onboarding

Draft docs

People

REVIEW

personal-scratchpad

Duplicated effort

Nobody

RISK

Sample library

healthy · review · risk

In plain terms

Stop re-explaining your business to the AI every morning.

A project holds the context once, and every conversation starts from it. Here is what changes.

Without it

  • Every chat starting with the same background pasted in again
  • Style guides and templates re-uploaded endlessly
  • Each person building private prompt tricks nobody shares
  • Answers that ignore how your business actually works

With it

  • Documents and instructions loaded once, used every time
  • Claude answering in your voice, from your material
  • Shared projects the whole team works from
  • Institutional knowledge that survives staff turnover

What CG TECH can do with Claude Projects

The work, broken into the parts that matter.

How an engagement runs

From repeated context to a working library, step by step.

01

Map

We find the repeated context and the workflows worth capturing.

02

Design

Project structure, knowledge and instructions per workflow.

03

Build

Projects live with the teams that own them, tested on real work.

04

Embed

Ownership and upkeep so the library stays current.

Questions we hear a lot

Common questions about Claude Projects

What are Claude Projects?

Projects are workspaces that hold your documents, instructions and conversation history, so Claude answers with your context every time instead of starting from nothing. On Team and Enterprise plans they are shared, which is what turns one person’s know-how into something the team can use.

What belongs in a project?

The context a workflow reuses: style guides, templates, policies, product material and worked examples. Not everything you have, just what makes answers better, and we help you make that cut.

How is this different from just attaching files to a chat?

Attachments serve one conversation. Project knowledge serves every conversation in that workspace, for everyone who shares it, without re-uploading.

Is our project content used to train models?

No. On Team and Enterprise plans, business data, including project content, is excluded from training by default.

Who keeps projects up to date?

Someone has to, or answers drift as the business changes. We set named owners and a simple review rhythm as part of the rollout, because an unowned knowledge base decays quietly.

How many projects should we have?

Fewer than you would think. A project per recurring job works. A project per client or per person turns into a filing problem nobody maintains, and the content goes stale without anyone noticing.

What is a good first project to set up?

Something done repeatedly to a known standard: tender responses, board papers, client reports, onboarding packs. The instructions and reference documents already exist in someone’s head, and a project is where they stop being in someone’s head.

What happens when the source documents change?

Nothing, unless someone updates the project, which is exactly the risk. We set an owner and a review point per project, because a confidently answered question from a superseded policy is worse than no answer.

Ready when you are

Want Claude to know your business? Let us talk.

A discovery session maps your workflows, your context and your quick wins. You keep the plan either way.

What to expect

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