Keep decisions usable and make the right detail easy to find
When you explain why a decision applies, another assistant has more than a sentence to copy. It can use the decision’s reason and scope to judge a situation you never discussed. One maintained source keeps that understanding available across tools instead of letting separate copies drift. The first course develops that shared record.
As the record grows into a library, the assistant needs a way to recognize which guide fits the current assignment before reading its detailed method. That selection is routing. Maintaining a decision and finding the relevant detail do different jobs. We’ll connect them, then inspect the finished work to check what guidance the assistant used.
Reuse Your Instructions Across AI Tools steps
- Step 01 ·MicrocourseStart hereOne source of truth for your AI toolsA maintained business decision that Claude and Codex can apply to the right workIntermediate22 min16 insights
- Step 02 ·MicrocourseGive AI the right instructions for each taskAn instruction library that guides a client email and a related website changeIntermediate32 min20 insights
You finish with
Keep shared AI instructions in an authoritative file.
Connect tools to maintained shared guidance, keep project requirements at their proper scope and test whether a complete assignment receives and follows the guides it needs.
Use maintained instructions to delegate a recurring responsibility
Shared guidance can support a recurring business responsibility, such as reviewing proposals or preparing project handoffs. Describe the responsibility and let the assignment determine which guidance applies. Give the assistant current business records as inputs; stable instructions about how to work do not replace changing facts about a client or project.
A colleague or another assistant may also use that guidance. Try a familiar task in the receiving tool and inspect which version it reads and how it applies the instructions. Transferring a guide does not transfer account access, saved memory or authority to act. Review those separately for the new arrangement, and preserve private or project-specific limits.
When a result exposes a lasting gap, correct the guide that supplies that instruction. Decide whether the correction belongs to this client, this project or the business generally, then test the changed case alongside an earlier satisfactory one. A clearer onboarding guide or review skill can grow from a useful correction without turning a client exception into a business-wide rule. Judge the recurring arrangement through its outputs and your review effort.