Live Oak Custom Homes · AI Operations · Sheet 5

Getting started.

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.

Prepared by
Krate Solutions
Date
08.25.2026
Revision
A
Sheet
5 of 5
01

Sign in

Three steps, once. After this it remembers you.

  1. Check your email for the invitation to the Live Oak workspace and accept it.
  2. Create your own password. Your login is yours alone. There are no shared accounts.
  3. Sign in at claude.ai from any computer, or install the mobile app and sign in there too. Everything follows your account.
02

Just talk to it

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. Ask in plain English, the way you would ask a sharp new hire.

Try it first, Richard

Oversight · ask anything about the business
"A buyer is worried about windstorm insurance costs. What do we say, and what proof do we have?"

Try it first, Lynna

Content · drafts land in the approval queue
"Draft three posts about the model home kitchen in our voice. One educational, one lifestyle."

And for Cindy

Admin · documents and email drafts
"Draft a friendly email to a homeowner about their selections deadline next Friday."

The rule that matters

Everyone

Nothing you ask for publishes itself. Drafting is free and safe. Publishing always waits for a person.

03

Your two built-in tools

Krate installed two Live Oak tools into the workspace. They are already on for every seat. There is nothing to set up.

The Content Studio

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."

The Knowledge Base

The written brain

Company facts, brand voice, Oso Vista, buyer questions, your process. Claude checks it before answering, so answers stay the same for everyone.

04

Projects: a room for each piece of work

A Project is a workspace inside the workspace, with its own instructions, files and memory. Chats inside it remember that context, so you never re-explain. One Project per ongoing effort, not per question.

Setting one up 01 Make it Left sidebar, Projects, then New project. 02 Name it for the work Not for the day. "Oso Vista Launch." 03 Feed it A spec sheet, a price list, a plan, plus a line or two saying what it is for. 04 Work inside it Start every related chat there. It gets smarter about that work as you go. A good starting set: Live Oak HQ · Oso Vista Launch · Homeowner Communications

Sheet 2 covers the other half of this: which projects should be shared with everyone and which should stay private to you.

05

House rules

The four that govern everything the system produces.

RuleWhat it means
Nothing publishes on its ownThe system drafts and schedules. A person approves. There is no path where content reaches the public without a human yes.
A team member approvesAny 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 firstYour actual homes beat anything generated, always. Generated imagery is a stand-in until the real photograph exists.
AI content is labeledAnything 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.

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.