How do I set up an AI memory for my business?
By Gary Dhanda · 11 November 2026 · 3 min read
Short answer
Write down how your business works in one document, give it an owner, load it into the AI tools you pay for and review it every month. The document is yours to keep. The tool is where it sits for now.
Step 1: write it down
Open a document and answer the questions a new member of staff would ask. What do we sell and at what price. Who are our clients. How do we write to them. What do we avoid saying. What does a good quote, email or report look like.
Keep it to two or three pages. Leave out client personal details.
Step 2: give it an owner
Put one name and a date at the top. A document that belongs to everyone gets updated by nobody. In a small firm the owner is often the person who answers these questions for new staff already.
Step 3: load it in
Each tool has a place for standing information. In Claude, Anthropic says each project has its own memory, which keeps unrelated work separate. Other tools have their own equivalents, with different names.
Load the same document into each tool you use. Do not rewrite it for each one. If you change tools later, you take the document with you.
Step 4: review it every month
Prices change, staff change, services change. Set a monthly reminder for the owner to read the document, update it and reload it. Check what the tool has saved on its own as well and remove anything that should not be there.
How to tell if it is working
Ask the tool three questions a client might ask, such as a price, a turnaround time and who to contact. If it answers correctly without you pasting anything in, the memory is working. If not, the document is missing something. Run the same three questions each month and write down the result.
Where this leaves you
One document with one owner and a monthly check is enough for most small firms to start. Before you load anything, read our guide on putting client data into AI tools.
This is a general guide, not legal advice. Gary Dhanda, who runs Tekmait, also founded AI Twin, a separate memory product. This guide does not depend on it. If you would like us to set this up with you, get in touch through our Contact page.
Sources
Anthropic, 'Bringing memory to Claude', claude.com/resources/articles/memory, 11 September 2025. Read 10 November 2026.
Anthropic help centre, article 11817273 on Claude's memory, support.claude.com/en/articles/11817273. Read 10 November 2026.