Making AI Work: The Company Context Document

In my AI training and hosting AI Workshops, I am often asked how to ensure that AI remembers them and their company.

There are a number of ways to do this, from custom uploads, to custom gems, customGPTs and skills, but that is only at an individual level, not across a company and the outputs without a canonical doc you upload to your LLM of choice vary hugely.

Enter the company context doc.

Copy and paste steps 2 to 8 and answer these sections from your existing content and insights from across Marketing, Product and CS.

What You Need In Your Company Context Document 📃

The What: The up-to-date living doc across the teams, not individuals, one doc for everyone to use and upload to your LLM.

The Why: Remove having to reprompt and add huge context with every prompt:

The How:

  1. Create a company context document in Google Docs, Word etc,

  2. Upload your ICPs (ideal customer profiles)

  3. Style guides (short and sharp, this doesn’t need to be 50+ pages)

  4. Tone of voice guide

  5. How your Products show up (what they are, what they are for, who gains benefits from them)

  6. What your brand does (if you cannot answer this question very simply, you need to go back to the drawing board)

  7. The place in the market you are - think high end, luxury, discount, cheap, entry level etc

  8. Guide on where you operate at: is it good, in the good - better - best framework)

  9. The Way To Win: You have to assign a clear owner or a duo who is solely responsible for updating and letting the whole company know it’s been updated (send updates via email and your IM of choice), and to upload this doc into your LLM.

If you’d like my audio explainer, you can listen to the full rundown on your podcast player of choice or click on the YouTube or Spotify video below

Spotify // Apple Podcasts // Amazon Music // Pocketcasts // YouTube Podcasts

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