Business folder structure for working with AI
A folder tree where both you and an AI agent can quickly find what you need.
What it is
A structure for Google Drive, Dropbox or a folder on your computer that Claude Code or another agent works in. Numbering sets the order, a "start here" folder gives context, AI drafts are kept apart from what's published, and customers' personal data stays out of the shared folder. The CLAUDE.md template builds on this structure.
- Organization
- AI agents
- Files
Text to copy
[business]/
├── CLAUDE.md ← instructions for the agent, if you work with Claude Code
├── 00-start-here/ ← what to read first
│ ├── company-context.md
│ └── brand-voice.md
├── 01-offer/ ← offer, prices, landing page, FAQ
├── 02-research/
│ ├── interviews/
│ └── competitors/
├── 03-content/
│ ├── ideas.md ← idea bank
│ ├── drafts/ ← drafts, where AI writes
│ └── published/ ← published work, with the date in the name
├── 04-sales/ ← emails, proposals, scripts
├── 05-clients/ ← anonymized notes only: "Client A"
├── 06-numbers/ ← copies of exports and monthly reports
├── 07-tasks/ ← tasks for the AI agent: one task, one file
│ └── done/
├── templates/ ← templates for emails, briefs, checklists
└── archive/ ← we don't delete old things, we move them here
Rules:
1. File names: YYYY-MM-DD-topic.md, lowercase, no spaces. Example: 2026-10-04-launch-plan.md
2. One fact lives in one file. You change prices only in 01-offer/; every other document points there.
3. Originals with customers' personal data don't go in here, only anonymized copies.
4. AI writes to drafts/ and 07-tasks/; you move work into published/ and 01-offer/ after you review it.
5. Once a month: move outdated items to archive/ and update 00-start-here/.Lessons that use it
Professions it helps
More in Instructions and skills
- CLAUDE.md for a business project · An instruction file for Claude Code in your business documents folder, no code involved.
- Marketing project instructions · Text for the project instructions field in Claude or ChatGPT: role, rules and things it must never do.
- Company context file · One file about your business to upload to AI projects: products, customers, numbers and processes.
Checked: October 2026