Help Claude interpret workplace shorthand by storing people, acronyms, project names, and preferences in local files. Keep frequent references in CLAUDE.md and detailed context in memory/, so requests can be understood using recorded workplace knowledge.
中文简介正在准备中。当前显示英语简介。
Two-tier memory system that makes Claude a true workplace collaborator. Decodes shorthand, acronyms, nicknames, and internal language so Claude understands requests like a colleague would. CLAUDE.md for working memory, memory/ directory for the full knowledge base.
安装前可以查看交给 AI 代理的指令内容。
Memory makes Claude your workplace collaborator - someone who speaks your internal language.
Transform shorthand into understanding:
User: "ask todd to do the PSR for oracle"
↓ Claude decodes
"Ask Todd Martinez (Finance lead) to prepare the Pipeline Status Report
for the Oracle Systems deal ($2.3M, closing Q2)"
Without memory, that request is meaningless. With memory, Claude knows:
CLAUDE.md ← Hot cache (~30 people, common terms)
memory/
glossary.md ← Full decoder ring (everything)
people/ ← Complete profiles
projects/ ← Project details
context/ ← Company, teams, tools
CLAUDE.md (Hot Cache):
memory/glossary.md (Full Glossary):
memory/people/, projects/, context/:
User: "ask todd about the PSR for phoenix"
1. Check CLAUDE.md (hot cache)
→ Todd? ✓ Todd Martinez, Finance
→ PSR? ✓ Pipeline Status Report
→ Phoenix? ✓ DB migration project
2. If not found → search memory/glossary.md
→ Full glossary has everyone/everything
3. If still not found → ask user
→ "What does X mean? I'll remember it."
This tiered approach keeps CLAUDE.md lean (~100 lines) while supporting unlimited scale in memory/.
CLAUDE.md in current working directorymemory/ subdirectoryUse tables for compactness. Target ~50-80 lines total.
# Memory
## Me
[Name], [Role] on [Team]. [One sentence about what I do.]
## People
| Who | Role |
|-----|------|
| **Todd** | Todd Martinez, Finance lead |
| **Sarah** | Sarah Chen, Engineering (Platform) |
| **Greg** | Greg Wilson, Sales |
→ Full list: memory/glossary.md, profiles: memory/people/
## Terms
| Term | Meaning |
|------|---------|
| PSR | Pipeline Status Report |
| P0 | Drop everything priority |
| standup | Daily 9am sync |
→ Full glossary: memory/glossary.md
## Projects
| Name | What |
|------|------|
| **Phoenix** | DB migration, Q2 launch |
| **Horizon** | Mobile app redesign |
→ Details: memory/projects/
## Preferences
- 25-min meetings with buffers
- Async-first, Slack over email
- No meetings Friday afternoons
memory/glossary.md - The decoder ring:
# Glossary
Workplace shorthand, acronyms, and internal language.
## Acronyms
| Term | Meaning | Context |
|------|---------|---------|
| PSR | Pipeline Status Report | Weekly sales doc |
| OKR | Objectives & Key Results | Quarterly planning |
| P0/P1/P2 | Priority levels | P0 = drop everything |
## Internal Terms
| Term | Meaning |
|------|---------|
| standup | Daily 9am sync in #engineering |
| the migration | Project Phoenix database work |
| ship it | Deploy to production |
| escalate | Loop in leadership |
## Nicknames → Full Names
| Nickname | Person |
|----------|--------|
| Todd | Todd Martinez (Finance) |
| T | Also Todd Martinez |
## Project Codenames
| Codename | Project |
|----------|---------|
| Phoenix | Database migration |
| Horizon | New mobile app |
memory/people/{name}.md:
# Todd Martinez
**Also known as:** Todd, T
**Role:** Finance Lead
**Team:** Finance
**Reports to:** CFO (Michael Chen)
## Communication
- Prefers Slack DM
- Quick responses, very direct
- Best time: mornings
## Context
- Handles all PSRs and financial reporting
- Key contact for deal approvals over $500k
- Works closely with Sales on forecasting
## Notes
- Cubs fan, likes talking baseball
memory/projects/{name}.md:
# Project Phoenix
**Codename:** Phoenix
**Also called:** "the migration"
**Status:** Active, launching Q2
## What It Is
Database migration from legacy Oracle to PostgreSQL.
## Key People
- Sarah - tech lead
- Todd - budget owner
- Greg - stakeholder (sales impact)
## Context
$1.2M budget, 6-month timeline. Critical path for Horizon project.
memory/context/company.md:
# Company Context
## Tools & Systems
| Tool | Used for | Internal name |
|------|----------|---------------|
| Slack | Communication | - |
| Asana | Engineering tasks | - |
| Salesforce | CRM | "SF" or "the CRM" |
| Notion | Docs/wiki | - |
## Teams
| Team | What they do | Key people |
|------|--------------|------------|
| Platform | Infrastructure | Sarah (lead) |
| Finance | Money stuff | Todd (lead) |
| Sales | Revenue | Greg |
## Processes
| Process | What it means |
|---------|---------------|
| Weekly sync | Monday 10am all-hands |
| Ship review | Thursday deploy approval |
Always decode shorthand before acting on requests:
1. CLAUDE.md (hot cache) → Check first, covers 90% of cases
2. memory/glossary.md → Full glossary if not in hot cache
3. memory/people/, projects/ → Rich detail when needed
4. Ask user → Unknown term? Learn it.
Example:
User: "ask todd to do the PSR for oracle"
CLAUDE.md lookup:
"todd" → Todd Martinez, Finance ✓
"PSR" → Pipeline Status Report ✓
"oracle" → (not in hot cache)
memory/glossary.md lookup:
"oracle" → Oracle Systems deal ($2.3M) ✓
Now Claude can act with full context.
When user says "remember this" or "X means Y":
Glossary items (acronyms, terms, shorthand):
People:
Projects:
Preferences: Add to CLAUDE.md Preferences section
When user asks "who is X" or "what does X mean":
Use /productivity:start to initialize by scanning your chat, calendar, email, and documents. Extracts people, projects, and starts building the glossary.
todd-martinez.md, project-phoenix.md)| Type | CLAUDE.md (Hot Cache) | memory/ (Full Storage) |
|---|---|---|
| Person | Top ~30 frequent contacts | glossary.md + people/{name}.md |
| Acronym/term | ~30 most common | glossary.md (complete list) |
| Project | Active projects only | glossary.md + projects/{name}.md |
| Nickname | In Key People if top 30 | glossary.md (all nicknames) |
| Company context | Quick reference only | context/company.md |
| Preferences | All preferences | - |
| Historical/stale | ✗ Remove | ✓ Keep in memory/ |
Promote to CLAUDE.md when:
Demote to memory/ only when:
This keeps CLAUDE.md fresh and relevant.
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Review a design or web page against WCAG 2.1 AA, an accessibility standard. Organize findings on contrast, keyboard access, forms, and screen reader behavior, with severity levels and practical recommendations for fixes.
中文简介正在准备中。当前显示英语简介。
Build a single brief on an existing customer using available sales records, emails, documents, call notes, and internal chat. Understand the current situation, key contacts, recent discussions, and gaps that may need attention.
中文简介正在准备中。当前显示英语简介。
Build or refresh a strategic customer account plan from sales records, emails, and meeting transcripts. Organize goals, stakeholders, growth opportunities, risks, and dated actions into a document, then sync approved highlights to the customer relationship management system.
中文简介正在准备中。当前显示英语简介。
Research prospective companies and contacts, check existing customer records, and assess fit against your ideal customer profile. Receive a sourced brief covering recent developments, likely priorities, outreach talking points, and a suggested next step.
中文简介正在准备中。当前显示英语简介。
Research sales accounts using Common Room data to summarize company details, buying signals, ownership, and key contacts. Answer specific questions directly or prepare a broader briefing with evidence-based next steps, clearly identifying missing information.
中文简介正在准备中。当前显示英语简介。
Score and group accounts by customer fit and engagement, such as recent contact and open sales opportunities. Identify where to focus sales effort, choose next actions, and spot promising accounts with neglected outreach or missing information.
中文简介正在准备中。当前显示英语简介。