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Clief Notes

27.5k members • Free

12 contributions to Clief Notes
It’s a win for me
One of my first goals in using all I’m learning here was to automate the monthly income statement for my (small) organic granola company. For many years my husband and I just winged much of the accounting and financial details of our business. Waiting till tax time or the end of the year to cobble together what we needed. The reports from Shopify and square worked fine. But over the past few years, we’ve put more emphasis on growing the business and i honestly hate being in the dark. My husband is ok being a little loosey-goosey - good thing we aren’t financially dependent on this! It’s still very much a side hustle but it’s our brand and we take pride in the quality and integrity of our product and love our customers. So, on to the win… Today, I did it! I set up my folders, write my .md files. Tested, iterated and eventually nailed it. All I have to do is export my revenue, my expenses and fill in a few other details regarding events we do and presto. 4 steps, pausing along the way to reconcile any flags and finally landing at a clear picture of all the numbers of our business! Plus more regarding events we do, fees and other things we want to have to make future decisions. I’m excited to run all my stages for May. This made so much click for me. This might be basic but a huge win for me!
0 likes • 2d
@Richard Clifton recipe ideation will be helpful once we start to expand. It took us something like 2 years to perfect our 3rd flavor - part time, part we are particular - but I have a ton of ideas and will be fun to track. I don’t mind sharing what I set up - I’ll post something this week for you. It’s Monday and day job work takes over but I will share. Stay tuned.
0 likes • 6h
Hey @Richard Clifton - I had claude write a How-to guide, attaching md file, on what I set up and run essentially. From my original set up, I've added a python script at the end that gives me an excel file for the full monthly income statement. I'm sure most businesses have accounting software that maybe give this picture, like a quickbooks. I'll stick with this now that I have it set up! Next up, either integrating shopify and square or at least automating the report generation and adding to my input folder. Happy to answer any questions if this is something you would find helpful to set up. Moving on to some lead generation for new local retailers and local events. Then hopefully onto more fun stuff like content creation!
The Folder System Became My Agency
Twenty-four days ago I posted about Jake's folder system video. This is what happened next. Same foundation — markdown files, orchestration prompts, clear roles. I just kept building. Fifteen named specialists. Each one with a soul file, guardrails, and a playbook. Duke orchestrates. Cash writes. Trace pulls the data. Hank runs the financials. Clint handles the MCP integrations. Behind each one is either a human counterpart doing the real work alongside them — or a role I can't afford to hire yet. Katie who's been with me for 18 years, now has her own orchestrator running the same system. Twenty-seven client folders. Twelve live MCP integrations. One shared repo. The folder system isn't replacing my agency. It becoming my agency. Jake gave me the unlock. This is how it's going.
The Folder System Became My Agency
1 like • 2d
@Curtis Hays this is really helpful to read. Not there yet but definitely trying to wrap my head around scaling - what this looks like in collaboration.
🏁 Foundations 4.3 Check-In
You just used Claude Desktop as a thinking partner instead of a vending machine. Vote below, then tell us in the comments: what was the problem, and what was the insight you walked away with?
Poll
165 members have voted
0 likes • 3d
I understand the concept here of why use each differently but find myself going down rabbit holes and then end up doing something in desktop or in code that might've been better suited for the other. I think it's because I'm still learning some of the basics and foundations that I don't have the insight yet on when to cutover? Or, as I've read from some - choose one and use it fully. Anyone else find the bouncing around to be more confusing?
🏁 Foundations 4.2 Check-In
You just ran Claude Code on your own files. Vote below, then drop what you made in the comments. What was the task? What did you get back?
Poll
171 members have voted
0 likes • 3d
I started with having it summarize Jakes ICM research paper and asked for the 5 key takeaways as a beginner. Not surprised, but it matched all that I've been learning in the course. One mental roadblock I've been having is how to organize between things I actually can and need to do vs. things I'm contemplating, ideating or need to figure out how to do. It's starting to click for me although where I have a slight block now is how I collaborate with others on things I'm doing. I'm setting up things that eventually others need to do or need to engage. I'm hopeful that as I continue to "play," that will begin to click as well.
Each dot is 3.2 million people.
📊 You've probably seen this chart floating around LinkedIn and Twitter Each dot is 3.2 million people. ⬜ Grey is the 84% of humans who have never used AI 🟩 Green is the 16% who have used a free chatbot 🟨 Yellow is the 0.3% who pay for one 🟥 Red is the tiny sliver who use AI coding tools Most of the people sharing it have not actually said what it means. So here it is. 🔁 We live inside an algorithm. Mine shows me AI all day. Yours probably does too. Every reel, every post, every podcast clip, every ad. The feed makes it feel like the whole world has moved on without you and you are sprinting to keep up. Inside Clief Notes that feeling gets louder. You log in and see people building agents, shipping side projects, automating their inbox, talking about Claude Code and MCP servers like it is normal. In this room, it is. Step outside and almost nobody is doing any of it. 6.8 billion people have never opened a chatbot. Plenty of the ones who did opened it once, asked it something dumb, got a dumb answer, and decided the whole thing sucked. They are not coming back this year. Maybe not next year either. 🪖 When I was in the Marine Corps I never felt like I was doing anything special. I was surrounded by other Marines. Everyone around me could do what I could do. The standard was the standard. It was not until I left and stood next to people who had never served that I understood. The thing I thought was ordinary was rare. I just could not see it because I was inside it. That is what is happening to you in here. If you feel behind in this community, that is the right feeling to have. It means you are standing next to the people pushing the edge. Step outside this room and the thing you are calling behind is so far ahead of where most of the world is sitting that they cannot see you from where they are. And do not forget. The thing you built last week, the workflow you set up this morning, the conversation you just had with Claude. A version of you from two years ago would have paid good money to do any of it.
Each dot is 3.2 million people.
1 like • 7d
Thanks @Jake Van Clief for this! Sometimes the feeling of being behind comes from people putting a lot fluff out there. At least in my industry, there’s a lot of saying you’re doing things - automating or using AI - and behind the scenes they’re not. The more I learn here, the more I’m able to see through things. Not for the reason to call anyone out but for that confidence in setting up a solid foundation and being strategic rather than reacting to every new bell and whistle that comes out.
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Jennifer Banton
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1point to level up
@jennifer-banton-1228
Curious to the core. Systems thinking Jill of all trades, master of none.

Active 4m ago
Joined Apr 14, 2026
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