How do I apply Jake's file tree method to Claude Desktop / Browser?

I think the thing that I am really struggling with on a repeat basis is Claude not knowing the context of our business and not knowing what else is made.

For context we are making a mobile app for auto detailers, but broader than that the app sits in an ecosystem with TOF ways to get people on the app - social media content, website amendments, database reactivation campaigns. In this broader ecosystem there is also reputation management where customers get a call from a voice AI after the completed job which aims to get google reviews for the detailer. The app itself functions as a marketing/conversion mechanism - so it has a booking functionality where leads/customers can book jobs… which then segues into a reminder/confirmation/ sequence over sms/email that happens outside the app, so part of the broader ecosystem.

So one of the problems I am running into is I am in the process of putting together everything required in the app build. And have a running doc that is constantly getting updated as new things are added/optimised. But Claude keeps adding things that aren’t relevant to the app build, but relevant to the broader ecosystem - it might be good information, but it also might already be handled in what I have already put together in the broader ecosystem. This doc has gone through so many iterations and every time I’m repeating myself on what has been built so far, what isn’t relevant to the app but to the broader ecosystem etc.

So what I’m struggling with is that this sounds like what we need is a file tree organised by a claude md file so that each new project/chat has context on the business as well as what has been built so far. But then my thinking (which is confused) is that would mean working out of Claude Code - but the work I am doing is planning/researching/idea generation which I thought I needed claude .ai or claude desktop for.

So the question becomes how do I make an organizational file tree and give access to claude desktop or claude .ai so that its responses are contextualised without bloating it?

Do I reorganise my google drive with Claude Co-work and that every new chat within claude desktop finds the correct reference docs by going through the google drive (which should initially start with it reading the Claude MD file which will route it to the correct documentation and perhaps give it context of what else is already built?

If you got here I appreciate your patience reading my confused thoughts - if you had any insight it would be greatly appreciated.

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