LAB 08 · ORGANIZE● READY

Build a living knowledge base

OUTCOME / A DURABLE SOURCE OF TRUTH

STACK
Notion · Claude
LEVEL
Beginner
TIME
40 minutes
PLATFORMWhich product’s names this page uses — BOTH shows every name.

PULLS OFF THE SHELFSource of truth Projects & folders Loading the window Context rot MCP & connectors

What you’ll walk away with: a working knowledge base for one real domain of your life — a small hot core plus structured depth — that a brand-new chat can act from with zero explanation. Plus the two habits that keep it alive: interviewing instead of writing, and updating instead of re-explaining.

You need: somewhere with pages and links — Notion is ideal, Google Docs works, so does a folder of files — a Claude or ChatGPT account, and about 40 minutes. Pick one domain you find yourself re-explaining constantly: your business, one client, a team process, even the family logistics. Nothing you wouldn’t already trust to the tool it lives in.

● VIDEO WALKTHROUGH

Watch, follow, or move the work to your desktop.

OPEN VIDEO

Play the full walkthrough here, pause at each handoff, then continue into Step 1 below.

Step 1 — Pick the domain you keep re-explaining

The tell is repetition. Whatever you type into every new chat — “context: I run a…” — that’s your domain. One domain only; small and real beats big and abstract. The goal of this lab is that you never type that preamble again.

Step 2 — Let the AI interview you

Nobody can write their own documentation from a blank page. Everybody can answer questions. So don’t write — be interviewed:

I’m building a knowledge base about [domain] that future AI conversations — and colleagues — will work from. Interview me: one question at a time, starting with what a total stranger would need first, then the details that actually matter day to day. When you have enough for a first version, say so.

Answer in fragments; ramble; use voice input if you have it. The interview is extraction — it’s how the knowledge gets out of your head and into a window for the first time.

Step 3 — Structure it hot and cold

Organize everything I told you into a knowledge base with two tiers. THE CORE — one page, maximum: what this is, who’s involved, the current goal, the current state, and where everything else lives. THE SHELF — separate pages by topic, each self-contained, each opening with a one-line summary. Write every page for a reader with zero context. Flag anything I said that’s missing a piece or contradicts itself. Put “Current as of [today’s date]” at the top of every page.

This is the hot/cold pattern from Source of truth — play the hot–cold toy there if you haven’t. The core is what every future window carries; the shelf is what it reaches for. A knowledge base that’s all one giant page is a rotting window waiting to happen.

Step 4 — The acceptance test: a stranger window

Open a fresh chat — no history, no memory of the interview. Paste the core (and one relevant shelf page), then ask a real question you’d normally need ten minutes of preamble for:

Using only the knowledge base below, [do the real thing — draft the reply to this client, plan next week, decide between these two options]. Then tell me what the base didn’t contain that you found yourself needing.

If the stranger window acts correctly, the base works — that’s the whole test. Not “is it complete,” but can someone with zero context act from it. Whatever it flagged as missing goes in now, while you remember the answer.

Step 5 — Make it live where the work happens

Move it into its home — Notion, Docs, the folder — and wire it in: create a project with the core in its files and one standing instruction, “read this before answering,” or reach it directly through a connector so the tools you already use can read it in place.

Then the habit that separates living from dead:

Here’s what changed since the last update: [ramble it]. Update the knowledge base — show me the edits first, then apply them and refresh the “Current as of” dates.

Staleness is how knowledge bases die, and the dates keep yours honest — a page that says “Current as of” three months ago is telling you the truth about itself.


Check your understanding: what’s the difference between the core and the shelf — and what’s the acceptance test for a knowledge base?

Use this process for other shared knowledge. Interview hot core and cold shelf stranger test update ritual. That’s the client handbook, the team onboarding doc, the vacation handover, “how we do things here.” Every background explanation you’ve given twice is a knowledge base asking to exist.

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