One shared brain that already knows your business, and a seat for each person. This sheet is the walkthrough from first sign-in to daily habit. Keep it bookmarked.
Three steps, once. After this it remembers you.
Do this right after you sign in, before anything else.
Connectors let Claude reach the tools you already use. Turn each one on so Claude can do its job.
This video shows you how to check that everything Krate built is turned on and allowed to run. Watch it again any time Krate adds a new skill.
Watch the videoFind them here: open Customize, then Connectors. Look at your own list, not the Discover list.
The video walks through each one. They include:
A project is a workspace inside Claude, with its own instructions, files, and memory. Chats inside it remember that context, so you never re-explain. Make one project per ongoing effort, not per question.
Start every project as Private. When it is ready, use Share to add the people who need it, or open it to the whole company. Chats inside a project stay private unless you share them one at a time.
Claude works in two modes. Chat is for quick, private questions. Cowork is where real work happens: files, documents, and other Live Oak work. Cowork means Claude works with you like a coworker. When you mean people working together, just say "working together" instead.
It already knows Live Oak: your homes, Oso Vista, your voice, what buyers ask, and how your process works. You never have to explain the company first. Just talk to it in plain English, the way you would ask a sharp new hire.
Nothing you ask for publishes itself. Drafting is free and safe. Publishing always waits for a person.
The brain holds what Claude knows about Live Oak. Anyone on the team can ask it a question or teach it something new.
New additions wait for Richard. Before anything new goes live, Richard checks it first. He approves changes on the approvals page.
Want more? Read the brain guide, learn to teach the brain, or browse documents.
Claude can make images for you right inside the chat.
This video shows you how to make images. It also makes video, but video uses up more of your monthly image credits.
Watch the videoBy default, the Live Oak brain shapes every image for social media. Need a different kind of image? Start your request with "Ignore the Live Oak social." For a bigger job, make a project for it and put that same line in the project's instructions.
If an image still looks like a social post, add it to your action list so Nate can fix it.
Making a social post? Use the Content Studio. It is home base for content: your post styles, the caption formula, the calendar, and content requests. Ask it to "show me our content styles" or "plan next week's posts."
Your files live in OneDrive, connected right inside Claude.
Live Oak is reorganizing the OneDrive folders in October. Once that is done, a folder guide will go here. Until then, if you are not sure where a file goes, ask the person who gave you the work.
If you work in Excel: Claude can sit in a sidebar right inside Excel. You can also hand Claude a file and ask it to work on it.
Used a different AI tool before? Bring what it knows about you into Claude.
Write a summary of what you know about me and my work so I can move it to a new assistant. Include my job at Live Oak, the projects we worked on, how I like things written, and any rules I gave you. Use short headings. Leave out passwords, account numbers, and private client details.
Stuck? Ask Claude first. "How do I..." is a perfectly good question to ask it about itself.
Then Nate, at [email protected], or add it to your action list.
The four that govern everything the system produces.
| Rule | What it means |
|---|---|
| Nothing publishes on its own | The system drafts and schedules. A person approves. There is no path where content reaches the public without a human yes. |
| A team member approves | Any Live Oak team member's approval counts. Lynna leads content day to day, so most weeks it is her, but the system does not wait on one person. |
| Real photos first | Your actual homes beat anything generated, always. Generated imagery is a stand-in until the real photograph exists. |
| AI content is labeled | Anything AI-generated that looks real carries "Created with AI." An "Example Home" label is added as well where the home shown is not a specific built project. Neither replaces the other. |
Print this page, or check these off on screen as you go.