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Free guide · Reel 05

The 4 C's of an AI operating system

Context, Connections, Capabilities and Cadence are the four layers that turn Claude from a chat window into a system that runs part of your business.

Most people set up AI and stop at step one. They open a chat, ask a question, and wonder why the answer feels generic. A real AI operating system has four C's, and each one makes the next one smarter.

Picture a dog-grooming salon in Bristol, run by one owner. Context is a one-page file on the salon: prices, hours, tone of voice, customers. Connections plug Claude into the calendar, the inbox and the payments app, so it sees today, not last month. Capabilities are skills it repeats the same way every time, like the day-before reminder text. Cadence is the routines that run on their own: every Friday at 5pm it checks next week's bookings and flags the empty slots.

Skip context, and the other three just guess. That is why this guide starts there.

Who this is for

Owners who use AI as a chat

You ask Claude things every day, but it still does not know your business.

Service businesses with bookings

Salons, studios, clinics, trainers: anyone whose week lives in a calendar.

People ready for step two

You have tried prompts and want the setup that keeps working when you are not typing.

Step by step

Build the C's in order. Each step takes 10 to 30 minutes, and you can stop after any of them. You need a paid Claude plan.

  1. Context: in Claude, open Projects and create a new project for your business. Paste the context prompt from this page into a chat inside it and answer the questions.
  2. Save the one-page result in the project's instructions (or add it as a file to the project knowledge). Check that "Last updated" and today's date are on the first line.
  3. Connections: go to Customize, then Connectors, and connect your calendar and your inbox. If your payments or booking app has a connector, add it too. Connect only what you will use.
  4. Test the connection inside the project: "What is in my calendar tomorrow, and who is booked?" You should get real names and times.
  5. Capabilities: pick one task you repeat every week, like the day-before reminder text, and save it as a skill (Customize, then Skills). Our guide on skills walks you through it.
  6. Cadence: in the Claude desktop app, create a scheduled task, for example every Friday at 5pm: "Check next week's bookings, list the empty slots and draft one short post to fill them. Do not send or post anything."
  7. Go through the checklist on this page. Tick a C only when its test works.

The free 4 C's checklist

The checklist first, then the prompt that writes your context file with you. Copy both.

The 4 C's checklist
THE 4 C'S CHECKLIST
From Alchemix. Tick each line before you move to the next C.

1. CONTEXT: what Claude knows about your business
[ ] One page, not ten: what you sell, prices, opening hours, who your customers are, how you talk to them.
[ ] "Last updated: [date]" written at the very top.
[ ] Saved where Claude reads it every time (a Project's instructions or knowledge in Claude, or CLAUDE.md in Claude Code).
[ ] Test: ask "What do we charge for [service]?" in a new chat. Right answer? Tick.

2. CONNECTIONS: what Claude can see today
[ ] Calendar connected (Customize, then Connectors).
[ ] Inbox connected.
[ ] Payments or bookings app connected, if it has a connector.
[ ] Test: ask "What is in my calendar tomorrow?" Real answer? Tick.

3. CAPABILITIES: what Claude does the same way every time
[ ] One repeat task saved as a skill (Customize, then Skills).
[ ] The skill has: when to use it, the steps in order, what to do if something breaks, one perfect example.
[ ] Test: type the trigger phrase in a new chat. Same result as last time? Tick.

4. CADENCE: what runs without you asking
[ ] One scheduled task, with a day and a time (for example Friday, 5pm).
[ ] It only reads and drafts. It never sends, books or pays on its own.
[ ] Test: wait for the first run and read the result. Useful? Tick.

MAINTENANCE
[ ] The day a price or opening hour changes, update the context file and its date.
[ ] Once a month, read the context page out loud. Anything no longer true? Fix it.
The context file prompt
Interview me to write the context file for my business. One question at a time, and wait for my answer.
Cover: what we sell and the prices, opening hours, where we work, who our customers are, the 3 questions customers ask most, how we talk to customers (with one real message I have sent as an example), and 3 things you must never say or promise.
When you have everything, write it as ONE page with clear headings. Put "Last updated: [today's date]" on the first line. Mark anything you are unsure about with [CHECK] instead of guessing.

Three common mistakes

  • Starting with connections.Connecting every app feels like progress, but without context Claude reads your calendar and still does not know what a full day looks like for you.
  • A ten-page context file.Claude does better with one clear page than with every document you own. If it does not change how Claude answers, leave it out.
  • A routine that acts on its own.Cadence should read, check and draft. Keep sending, booking and paying with you until it has earned your trust over a few weeks.
Extra tip

Date your context file.

Write "Last updated" and the date at the top, and update it the day your prices change. Old prices in the context file mean wrong prices in every answer.

Order matters

Each C makes the next one smarter.

Context makes connections useful. Connections give skills real data. Skills give the routines something reliable to run.

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