You now have a brain that knows your business (Parts 1 and 2). But a real business is not a single voice. It is a team. In this part, we organise the brain by department and role, so that Claude can act as a sales rep, a data analyst or a content writer. A whole team, in one folder.
Why one file is not enough
A single CLAUDE.md file is like one employee who knows a little about everything. It is fine as a start, but a real business is built differently. It has departments: sales, marketing, purchasing, customer service, data. Each one has different tasks, a different language and different knowledge.
If you ask the same "general employee" for a price quote, a data analysis and a Facebook post, you will get an average result in each. The solution is simple: give each role its own definition.
The idea: one brain with departments
The structure is simple. There is one central brain, and below it, one file for each role:
- CLAUDE.md - who the company is. This is what you built in Part 2.
- A folder called team - and inside it, one file for each role:
sales.md,marketing.md,data.md, and so on.
Each role file is a "job description": what the role does, in what tone, what information it relies on, and what its goal is.
1 Build the team - with Claude
Map the departments
You do not need to know in advance how to divide the work. Let Claude lead. Copy this message:
Claude creates one file for each role
After the mapping, Claude will write one file for each role and place them in the team folder. Go through them. If something is not accurate, just tell Claude to correct it. That is all. You now have a team.
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This is how your team could look. Each role has its own "job description":
- Sales rep - knows the price lists, the agreements and the history of each customer. Drafts price quotes and spots opportunities to increase the basket size.
- Marketing and content - drafts promotions, emails and posts for customers, in the brand language you defined in Part 2.
- Purchasing and inventory - helps decide what to order, and identifies slow-moving products and fast-selling products.
- Customer service - answers common questions and drafts quick, accurate replies.
- Data analyst - analyses sales trends and identifies customers who are ordering less or who are leaving.
3 How to talk to each role
Simply address the role by its name, and Claude answers from that role's point of view:
- "As my sales rep, prepare a price quote for the customer according to their price list."
- "As the data analyst, which customers have not ordered for three months?"
- "As the content writer, draft a holiday promotion email in the brand language."
Claude picks up the right file and answers exactly like the employee who would be sitting in front of you.
Summary - what we did
You turned one brain into a whole team. Each role has its own definition, tone and information. This is no longer just "an AI that knows your business". It is an AI that works like your team.