Systemify

Turn Claude into an employee who knows your whole business

The free starter pack from the video: the folder structure, context templates, skills, and routines that get you past "connecting Claude to your email" — no code required.

Claude

You > Read INSTALL.md and help me set this up.

Claude > Welcome! This folder will become the one place I read from every session. First: tell me about your business — what do you do, and who do you do it for?

Works with Claude Cowork and Claude Code

What's in the pack

The 20% of setup that unlocks 80% of the gains.

CLAUDE.md — The Brain

Standing instructions your AI reads at the start of every session. It knows how the workspace is organized, how to behave, and what to remember.

6 Context Templates

Company, offers & pricing, customers, voice, tools, and goals. Claude interviews you and fills them all in — you never touch a blank template.

Guided Onboarding

Open the folder, say "read INSTALL.md and help me set this up", and Claude walks you through the whole setup in 15–20 minutes.

3 Ready-to-Use Skills

Client proposal, weekly business review, and meeting follow-up — SOPs for your AI that work on day one, plus a blank template for your own.

Connections Guide

How to plug your AI into your CRM, payments, project management, and call transcripts — built-in connectors first, direct APIs when there isn't one.

Ready-Made Routines

Claude sets up scheduled tasks for you by conversation: weekly reviews, monthly financial reports, follow-up radar. Work that happens while you sleep.

How it works

Set up in 15–20 minutes. Claude does the typing.

You don't fill in a single template. Claude interviews you about your business and builds the workspace for you.

Download & open with Claude

Unzip the pack and open the folder in Claude Cowork (pin it as a Project) or Claude Code.

Say the magic phrase

"Read INSTALL.md and help me set this up." Claude takes over from there.

Answer questions about your business

Claude interviews you and fills in every context file — what you sell, who you serve, how you sound.

Connect apps, run your first skill

Claude helps you connect your CRM, payments, and calendar, then runs a real task with your real data.

The four building blocks

Same system from the video. Ready to open.

An AI employee needs four things a chatbot doesn't have. The pack gives you all four, pre-built.

1. Structure

One folder your AI reads at the start of every session — so nothing gets re-explained, ever

2. Context

Your offers, pricing, customers, voice, and goals — filled in by interview, not by you

3. Connections

Your CRM, payments, project management, and call transcripts — via connectors or direct APIs

4. Processes

Skills for repeatable tasks, routines for scheduled ones — SOPs your AI executes on demand

Once the four blocks are in place, "draft the proposal for Maria" or "how did this week go against my goal?" just works — with your real offers, your real numbers, in your real voice.

From Daniel Canosa

I run my entire business this way

This pack is the simplified version of the exact structure I use to run Systemify — from proposals to weekly reviews to monthly financials. Certified Notion Consultant since 2021, helping businesses become hands-free operations with systems and AI.

42%

tasks automated

80+

businesses helped

10K+

YouTube subscribers

Stop re-explaining your business to AI.
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