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5 contributions to Clief Notes
Trying the IDENTITY.md / CONTEXT.md pattern in a system with real retrieval guardrails
Been experimenting with something adjacent to the root-file orientation pattern from the ICM template, but in a system that works differently than a local folder setup. No folder hierarchy to lean on. Instead, everything routes through an orchestrator that gates every request through read-only guardrails before it touches any retrieval source. Multiple separate source types — filings, news, an internal knowledge base, a couple of specialized lookups — none of them organized in any kind of tree structure. Just distinct categories the router has to choose between intelligently. Write actions are completely disabled on a separate blocked path, so this is read-and-cite only, nothing gets modified. The question I was testing: could I still apply that root-file orientation thinking here, even without folders to organize? Turned out yes, but the implementation looks different. Instead of a file that sorts first and orients the AI at session start, it’s more about writing precise routing instructions so the orchestrator knows which source category to hit for which kind of question, and in what order to check them. Same underlying idea — give the system a map before it starts retrieving — just expressed through routing logic instead of a root file. Confirmed something for me: the folder structure was never really the magic. The instructions about how to navigate what’s available is the magic. Folders just make that easier when you have them. When you don’t, you have to be more deliberate about writing that logic explicitly somewhere else. Anyone else working in a system without folder hierarchy? Curious how you’ve approached this
Trying the IDENTITY.md / CONTEXT.md pattern in a system with real retrieval guardrails
0 likes • 2h
@Ami Saunders This is really useful, thank you for sharing. I’m dealing with something structurally similar in my own regulated environment — a platform where I can’t navigate folders, everything is flat retrieval, and I have to be deliberate about how the AI knows what to prioritize and in what order. The L0/L1/L2 numbering with headings as virtual folder markers is a smart workaround. Curious how you handle the actual attach step each session — do you have a fixed set of 12 files you drag in every time, or does it vary based on the task? And when Copilot is grasping the “levels,” is that purely from you explaining the L0/L1/L2 convention once at the start of a session, or do you restate it every time since there’s no persistent memory? Also curious what’s inside your L0 Claude.md specifically — is that functioning as the orientation/routing file that tells the agent how to use L1 and L2, or something else?
1 like • 54m
@Erwan Hodent The core of it is treating the routing instructions like a decision tree written in plain language, not code. A few things that made the biggest difference for me: Name the trigger, not just the task. Instead of “help with X,” I write “if the input looks like Y, do Z.” The assistant needs pattern-matching cues, not just a list of capabilities. So rather than “I can help with client communications,” it’s more like “if the input contains a client name plus a meeting reference, treat this as prep work and ask for X, Y, Z before proceeding.” Explicit override logic. I always build in “if I say the exact command, do that regardless of what you’d otherwise infer.” Without that, the assistant tries to be helpful by guessing intent, and guessing is where things go sideways in a regulated environment. Explicit instructions always win over inference. Gate on missing information, don’t guess. If a task needs specific inputs to run safely or accurately, the instructions tell it to stop and ask for exactly what’s missing rather than filling gaps with assumptions. This one matters a lot in my environment specifically. Precedence order matters more than people think. When instructions could conflict, I explicitly rank what wins — compliance rules first, then structural rules, then tone/style preferences last. Without an explicit order, the assistant sometimes picks the wrong one to prioritize. The honest summary: the “map” is really just very literal if/then language, written the way you’d explain a process to a new employee on their first day, assuming they’ll take everything completely literally.
🎆 THE LAST SALE EVER — HELP US GET TO VEGAS 🎆
🎯 WE READ ALL OF YOUR RESPONSES. HERE'S WHAT'S NEXT (AND A BIG ASK) A couple weeks ago we asked you what you wanted Clief Notes to become. You showed up. You wrote real, thoughtful answers, some of you wrote essays. We read every single one. Twice. So before anything else: thank you. This post is us answering you. 💬 YOU TOLD US. HERE'S WHAT WE'RE BUILDING. You said you want a clearer path from learning ICM to actually getting paid for it. → It's coming. A real learning-to-earning track, plus a talent platform we're building to connect you with people who want to hire what you can do. Heads up: the talent platform will be Premium and VIP only, one more reason to lock in below. You said competitions without feedback don't help you grow. → Fixed. Going forward, every single entrant gets tailored feedback on their build, not just the winner. We're moving to two competitions a month so we can do it right. And both monthly winners get a 30-minute call with me. You said the best builds get buried in the feed. → We're building a tagged library so you can actually find "ICM setups for solo operators" or "small team, non-coder" instead of scrolling for an hour. You said you couldn't map all the pieces, Skool, Discord, the Lyceum, ICM, what each tier unlocks. → A single orientation page is on the way. One place that breaks all of it down so nobody's lost. You said you want to connect with each other. → We hear you. Meetups, pairing, and a recorded "After Tea" hangout are on the table. South Florida alone has over 1,000 of you. Let's use that. You said we've felt spread thin. → The most honest one. You're right. We're bringing on real help to run the day-to-day so the community gets consistency, and so Matt and I can keep building the things above instead of dropping balls. You called it, and we're fixing it. 📍 QUICK NOTE ON ICM: a few of you asked for "ICM with Copilot" or "ICM with n8n, Sheets, GoHighLevel." Good news, ICM already works with any model and feeds straight into the tools you're using. It's the structure underneath all of them, not a separate thing you have to relearn per tool. If that's not landing for you, that's on us to make clearer, and we will.
3 likes • 6d
Done! 🫡
📚 Introducing askbas.com (and yes, Bas 2.0 is a real bot 😅) Coming soon to a browser near you....
Hi Clief Notes Community! If you have not met me yet, my name is Bas and I am one of the members of our community! ⭐EDIT* Apparently there is a vote going on whether or not I should change my profile picture. https://www.skool.com/cliefnotes/petition-to-change-bas-profile-photo?p=abbdd137 Clief Notes is a very special place to me and I am always trying to bring us value so we can learn, grow and win together! 🤓💪🏆 So, I have already shared the Praxis Library a 255-page tribute to prompt engineering and AI literacy. After a recent post @Curtis Hays made about me, and after I wiped the tears from my eyes, I started to build something new, and I am building that something for us. Curtis Post You all joke that I'm a bot. 🤖 So I made one. Meet Bas 2.0, the curator of a new work in progress library at askbas.com. (Coming Soon page is up) I can't always be in the thread the second you get stuck, so I built a version of me that can be. Tell him what you're after and he'll pull it off the shelf for you, day or night. 📝NOTE: Not on the shelf yet? Bas 2.0 will open a search in the site and look up the ask with you, and he will send me a notification so we can look into what you wanted to see and add it to the pages of the library for others who could learn from the lesson. 📚 What's on the shelves: - 🌐A working library of AI Knowledge, ICM, context engineering, model tutorials, and multi-agent systems. - 🏫 Learning paths for wherever you are: a Beginner's Path, a Practitioner's Path, and an ICM Deep Dive. - 🤝 A hands-on how-to library, from Claude Code, Co-Work, and Design to ChatGPT, Goals, and Codex all the way through to Skills to building your own agents. - 📝 Lessons built to make this click, not just to fill a page.
📚 Introducing askbas.com (and yes, Bas 2.0 is a real bot 😅) Coming soon to a browser near you....
1 like • 14d
😁exciting
I'm flattered! And it's a great breakdown!!
Someone shared that a person a reaction video was made about my method and at first I was nervous but immediately it was amazing praise. I have never met with this person one-on-one and I haven't paid them or done anything other than post my own videos ! I think they do a great job at breaking some of the concepts down. It does an amazing job of breaking down some of the logic especially some parts where I go ranting in my video he slows it down a bunch ! Much needed
1 like • 15d
@Jose Quiles this was an awesome video! I love the energy and passion how you describe the system.
2 likes • 15d
Love it!
Where've we been? Plus a quick ask
Hey all. You've probably noticed it's been quiet in here the last couple weeks, wanted to explain. We've been building something for the community, and travelling at the same time to meet with investors and a few clients. We've also been busy getting the Lyceum ready. So less posting than usual, but for a good reason!! We're announcing the thing this week, and there'll be more info on the Lyceum coming out this week too. I think a lot of you are going to be happy. We've been grinding nonstop to get this ready. Before we do, we want to hear from you. If you're Premium or VIP, what's missing for you right now and what would you want us to add? If you're not Premium or VIP yet, what would actually make you want to upgrade? Form's here, takes about two minutes: https://forms.gle/MM8PLn2f6An1dfEUA It's open until Sunday June 21. Looking forward to reading everyones answers! Back soon with the news :)
2 likes • 15d
Submitted mine!
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Marc Sep
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@marc-sep-1855
Call me ElZorro The Empathetic Engineer for Main St. A trusted, down to earth professional who makes AI practical and accessible for everyday people

Active 50m ago
Joined May 20, 2026
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