A curated knowledge pack
Selected, organized source documents with an inventory, named owners, and a process for replacing outdated material.
SERVICES / AI SECOND BRAIN SETUP
Your knowledge.
Your voice.
Ready for work.
Give your AI the context your business runs on.
We organize your approved documents, configure a ChatGPT or Claude project, and turn your recurring work into repeatable workflows—with you in control.
For business owners, leaders, and small teams.
TRY A WORKFLOWILLUSTRATIVE EXAMPLE
“Help me prepare for Monday’s client meeting.”
CONTEXT: Approved notes + account priorities
A draft agenda, open questions, and a short brief—ready for your review.
You check the sources and approve the result.
Illustrative workflow · No live AI or business data
STOP STARTING FROM ZERO
Less explaining.
More useful work.
Your best thinking is spread across proposals, presentations, process notes, and years of experience. A useful AI workspace brings a selected set of that knowledge into the work you repeat.
We help you choose what belongs, define how AI should respond, and test whether the result is useful for your business.
WHAT YOU WALK AWAY WITH
A working setup.
A way to keep it useful.
A focused engagement built around one owner or team, one primary AI platform, and an agreed set of recurring tasks.
A configured AI project
A project in your approved ChatGPT or Claude account, with instructions for your voice, business context, output formats, and review boundaries.
Three practical workflows
Reusable prompts and examples for three agreed tasks, such as preparing a meeting brief, drafting a proposal, or reviewing a plan.
A tested handover
Representative task checks, a live walkthrough, and a written guide covering source upkeep, corrections, and when to ask a person.
WHERE IT EARNS ITS PLACE
Start with work
you already do.
LEADERSHIP
Prepare for the next conversation.
Turn approved notes and priorities into a meeting brief, open questions, and a draft agenda for your review.
SALES & CLIENT WORK
Draft with your business in mind.
Use approved service descriptions, writing examples, and proposal structure to prepare a first draft you can refine.
OPERATIONS
Put documented knowledge within reach.
Work through questions using selected SOPs and policies, reference the source, and flag missing information for the document owner.
Examples describe intended workflows, not guaranteed outcomes. AI output still needs review.
HOW WE BUILD IT
Make the context
part of the process.
Define the work.
Choose the user or team, platform, source materials, and three tasks. Confirm scope, timing, and the fixed project fee before build work begins.
Curate and configure.
Review approved material, set instructions and access, and build the task playbook inside your own account.
Test, teach, and hand over.
Run real examples you approve, record gaps, refine the setup, and give your team an upkeep routine.
BUILT WITH CLEAR BOUNDARIES
Your knowledge
needs an owner.
We review account settings, sharing, and data suitability before adding documents. Only approved material belongs in the workspace; passwords and secrets stay out.
A project uses the context and features available in your chosen plan. It does not automatically stay current with every business system. We define who updates documents and how corrections become better instructions.
Platform subscriptions, live system connectors, custom software, and automated actions are scoped separately. This service includes no autonomous sending, publishing, or business decisions.
A FEW GOOD QUESTIONS
Know what
you’re buying.
Is this just a set of prompts?
You receive a configured workspace, a curated source pack, instructions, three tested task workflows, and a handover guide. Prompts are one part of the setup.
Do I need both ChatGPT and Claude?
No. We choose one primary platform around your tasks, approved account, and access needs. Features and sharing depend on your plan and workspace settings.
Will it remember everything or learn automatically?
No setup guarantees complete recall or perfect answers. We configure the available context and memory settings, test representative tasks, and establish a deliberate review and update routine.
How much does it cost?
We confirm the scope and fee after a conversation about your users, documents, and workflows. Broader integration or automation work can follow Indigo Tango’s Assessment, Build Sprint, and Optimize path. Platform subscriptions are separate.
Can it connect to our company systems?
Connections may be possible depending on the platform and your access policies. Live connectors, ongoing sync, and automated actions require a separate technical scope and approval.
LET’S MAKE YOUR KNOWLEDGE USEFUL
Bring your context.
We’ll build the working setup.
Tell us which AI tool you use and which recurring task you want to improve.
Discuss AI Second Brain Setup