Get a board of advisors for any business decision
Set up a dedicated Claude Project that reasons through your business decisions from several strategy lenses at once — then hands you one synthesised recommendation, the way a real advisory board would.
What this looks like
One step on screen at a time. Read it, do it, tap Next.
Get a board of advisors for any business decision
Step 1 of 9
Open the Projects page
Click Projects in the left sidebar, then click New Project in the top-right corner.
Checkpoint
The new-project setup modal is open.
Before you begin
Tick these off as you sort them. Stopping halfway to create an account is how a fifteen-minute build becomes an hour.
0 of 5 ready
Ticks are saved on this device, so you can come back to them.
- Account
The free plan works — Projects and Custom Instructions are available on every plan.
- Time
The Custom Instructions are the whole setup. You write them once and every chat inside the Project inherits them forever.
- Have readyOptional
Your plan, your numbers, past decisions. Optional, but answers grounded in your actual business beat generic advice every time.
The basics — ticked once, remembered everywhere
- Account
Either the hosted version or a self-hosted install. Everything here works the same on both — the only visible difference is the shape of your webhook URLs.
Create a workspace - Know-how
Adding a node, connecting two of them, and pressing Execute. If any of that is new, the free primer covers it in about ten minutes.
- Credential
You will paste at least one secret during setup. A password manager beats a notes app, and it stops you pasting a live key into a chat window by accident.
The shape of the setup
The Claude features you will touch, left to right, in the order you use them.
What you will build
Jump straight to any step, or print the list and tick it off beside your Claude tab.
If something goes wrong
Everything ready?
Start walkthrough