Give the next conversation somewhere to start.
Keep the source material beside a current account of decisions, owners, and next steps. Read it, correct it, and carry the work forward.
01 · Save the source
Bring something you are working on.
A meeting note, a document, or a question is enough to begin. The workspace keeps source material in readable local files so you can return to what was actually said.
The Claude Code or Codex guide walks through setup, opening the correct folder, saving one useful brief, and finding it in a fresh conversation.
02 · Keep the current account
Make the useful parts explicit.
Separate an open question from a decision, name the next action, and keep the evidence close. Review proposed changes from untrusted material before accepting them. Correct a conclusion when the source or the situation changes.
In the macOS app, linked material, questions, decisions, and follow-through form a work map. These are related parts of a project; you can enter wherever the work needs attention.
03 · Return to the work
Start with what you already know.
Open the saved result or ask your assistant to read the relevant workspace files. Check what is still open, what changed, and what should happen next.
See the launch-review example: the source, the accepted record, and the later question all concern the same decision.
The workspace grows through what you keep.
Setup creates a local folder and includes reference material. It does not automatically learn your taste or personalize principles from people you name. The record becomes more useful as you save evidence, maintain decisions, and adopt principles you can stand behind.
Claude Code and Codex work with these files today. The optional macOS app provides a view into the same workspace; get the macOS app.