Claude

Verified against Claude · 2026-07-20

Set up a Claude Project that stays accurate for months, not just this chat

A structured Claude Projects setup that splits durable knowledge from custom instructions and adds an explicit staleness-check protocol, so every new chat in the Project inherits accurate context automatically instead of the knowledge base quietly rotting into confidently wrong answers.

Claude (Projects)Claude EnterpriseClaude Team7 fillable variables

The prompt

Ready to copy — highlighted parts are example details you can swap.

PROJECT KNOWLEDGE SETUP — Q3 Product Launch — Northwind App

This produces two separate deliverables: a knowledge document to upload into this Project's knowledge panel, and a custom-instructions block to paste into the Project's settings. Claude Projects treats these as different mechanisms — knowledge is retrieved content Claude searches over per chat, custom instructions are standing behavioral rules applied to every chat regardless of what gets retrieved — so do not merge them into one file.

PROJECT SCOPE
Coordinating copy, positioning, and internal FAQs for the Northwind app launch on October 14. Done means every asset matches the same three positioning pillars.

AUDIENCE
Marketing team drafting external copy, and support leads writing internal FAQs for the same launch.

KNOWLEDGE DOCUMENT — split into these sections, in order:
1. STANDING FACTS. Only include a fact here if it would still be true in three months. Launch date is October 14, fixed. Product is called "Northwind," never "Northwind App" in customer-facing copy. Pricing is not final and must never appear as a number in any draft. If a fact could plausibly change (a price, a headcount, a deadline), mark it with the date it was last confirmed true, not just the fact itself.
2. TERMINOLOGY. "NW" always means Northwind internally, never spelled out in Slack drafts. Customers are called "members," never "users" — flag any draft that slips into "users." Include the wrong term as explicitly forbidden, not just the right one — a project that only lists the preferred word leaves Claude free to default to a synonym nobody flagged as wrong.
3. WHAT THIS PROJECT IS NOT FOR. State the boundary explicitly — the adjacent topic or request type that should be redirected elsewhere, so a chat that drifts off-scope gets caught rather than confidently answered anyway.

CUSTOM INSTRUCTIONS — separate block, to paste into Project settings, not the knowledge document:
- Default output register: Plain, confident, no exclamation points, short paragraphs over bullet walls.
- Treat the knowledge document as ground truth unless a chat message explicitly says something has changed. When a chat message contradicts a standing fact, say so out loud — name the contradiction and ask which one is current — rather than silently trusting whichever one came later in the conversation.
- Never state a fact from the knowledge document with more confidence than its own staleness marker supports. A fact marked as confirmed two months ago should be flagged as "as of [date], may have changed" when it materially affects the answer, not restated as settled.
- At the end of any chat where a new fact worth keeping came up, name the exact sentence to add to the knowledge document and where it goes, so the correction survives past this one conversation instead of being re-discovered in the next chat that hits the same gap.

STALENESS CHECK
Every two weeks, until launch; monthly after., review the standing facts section against current reality and update the confirmed-true dates, removing or correcting anything that has quietly stopped being accurate.

OUTPUT
Produce the knowledge document first, in full, followed by a clear separator, then the custom instructions block, in full — both ready to paste into their respective places with no further editing.

Customize

Optional — swap in your own details for the highlighted parts above.

Why this works

Claude Projects runs on two genuinely different mechanisms, and this prompt keeps them separate on purpose: project knowledge is a set of documents Claude retrieves from per chat, using something closer to search than a wholesale context dump, while custom instructions are a standing directive injected into every chat in the Project regardless of what got retrieved. Treating them as one undifferentiated blob — which is what happens when a user pastes everything into a single 'about this project' doc — means the retrieval step has no clean boundaries to match against, and the standing behavioral rules (flagging contradictions, matching an output register) never reliably fire because they are competing for attention with factual content in the same block. Splitting the knowledge document into standing facts, terminology, and an explicit out-of-scope section gives retrieval something structured to match against, which matters because a Project's knowledge search does not necessarily surface every document on every query — a fact buried in an unlabeled wall of prose is measurably less likely to be the chunk retrieved for a tangentially related question than the same fact under a clearly labeled heading a query can match on directly. The staleness-date requirement targets the specific way team knowledge decays: nothing in the Projects knowledge mechanism automatically ages a fact, so a launch date or a headcount number written in week one is retrieved with exactly the same unearned confidence in month four, after it has quietly stopped being true — attaching a last-confirmed date does not stop the fact from going stale, but it stops the retrieval from presenting it as current when it demonstrably has not been re-checked. The instruction to name the exact correction sentence and location at the end of any chat that surfaces new information is the actual maintenance loop that separates a knowledge base someone tends from one that silently rots: without an explicit prompt to do this, whatever gets corrected in a chat lives only in that chat's history, and the next unrelated chat in the same Project rediscovers the identical gap from zero.

Verified against

Claude Sonnet 4.6 (Projects) · 2026-07-20

Changelog

  • 2026-07-20 Initial publish, verified against Claude Sonnet 4.6 in Projects.

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