Session Four

Creating Your Second Brain and Putting It in Your Pocket

We are going to take everything you have ever told an AI and turn it into an organized folder that Claude Code can read. By the end of this session, Claude will know who you are, what you are building, and what matters to you.

Duration ~60 minutesBeginner
Table of Contents
  1. 1Part A: Open Claude Code
  2. 2Part B: Giving Your Orchestration Agent a Personality
  3. 3Part C: Run your Brain Dump
  4. 4Part D: Review, load context, and test it
  5. 5Part E: Claude on Your Phone

Workshop Recording

Follow along with the live session. Hit play and the video will stick to the top as you scroll.

Part A: Open Claude Code

1

Open your Terminal

On a Mac:

Press Cmd+Space, type Terminal, and press Enter.

On a PC:

Press the Windows key, type Command Prompt, and press Enter. Or press Win+R, type cmd, and press Enter.

2

Start Claude Code and skip permissions

Type this command and press Enter:

terminal
claude --dangerously-skip-permissions

This tells Claude it can create files and folders without asking for your approval at every step. The Brain Dump touches a lot of files, so without this, Claude will pause and ask you to confirm each one. We do not want that.

Part B: Giving Your Orchestration Agent a Personality

Joe’s orchestration agent is called Uni. Yours is about to get a name. This is the moment where you start building the three files that make Claude feel personal: your SOUL.md, your USER.md, and a CLAUDE.md that actually fits your setup.

3

Build your own version of Joe’s setup

Joe's full template lives here: Ultimate CLAUDE.md. Do not copy it blindly.

Do not copy his setup word for word. Use it to help Claude name your agent, write its soul, create your USER.md, and build a CLAUDE.md that matches how you actually want to work.

Claude Code prompt
Edit before copying

Pro Tip

You are allowed to steal 10 percent, 50 percent, or all of it. The goal is not to sound like Joe. The goal is to make Claude fit you.

Part C: Run your Brain Dump

Fill in your URLs at the top, paste the prompt into Claude Code, and press Enter. Then join the group discussion. Claude will work in the background while we mastermind.

5

Drag your export file into the window

Before the session, you were asked to export your conversation history from ChatGPT or Claude as a .zip file.

Now simply drag that zip file directly into the Terminal window where Claude Code is running. That is it. Claude will see the file and know what to do with it.

Note

If you have both a ChatGPT export and a Claude export, drag both files in at the same time.
6

Paste and run the Brain Dump prompt

Fill in your URLs at the top, then copy the whole thing and paste it into Claude Code.

Edit before copying

Pro Tip

If Claude stops mid-way, just say: “Continue from where you left off. Check _progress.md.” It will pick up exactly where it stopped.

Part D: Review, load context, and test it

Once Claude finishes processing, work through the steps below.

7

Review your brain_dump_map

Open the folder Claude just created and check what is in there.

Progress0 of 3
8

Create your USER.md automatically

Now that your brain dump exists, have Claude turn it into a clean USER.md automatically. This file should summarize who you are, what you are building, and how Claude should work with you, using your brain dump as the source material.

Claude Code prompt
Edit before copying

Pro Tip

Think of USER.md as your owner’s manual. It should be distilled from your brain dump, not written from scratch every time.
9

Load your context

The Brain Dump just updated your CLAUDE.md with a Personal Context section. Paste this prompt and Claude will load it now as your context for this session and treat it as your standing context for future sessions too.

prompt
Please read my CLAUDE.md file and treat it as my context and default instructions for this session and for all new sessions or new context going forward.

This makes CLAUDE.md the anchor file Claude should always read when loading your work context, unless you explicitly say otherwise.

10

Ask Claude about yourself

Now test it. These questions can only be answered if Claude properly read your Brain Dump. Try them one at a time and see what comes back.

prompt
Tell me about the projects I am currently working on.
prompt
Tell me the things I am most curious about.
prompt
Tell me my astrological sign.
prompt
What was the last idea I got excited about?
prompt
Who are my most important clients or collaborators?
prompt
What should I focus on to move my business forward?

Anything it does not know, let it ask you. Paste this prompt and Claude will interview you to fill in the gaps:

Edit before copying

Back it up: Move brain_dump_map from your Desktop to Dropbox or Google Drive when you get home. We will use it again in a future session with All Sorted.

Part E: Claude on Your Phone

This session lives on your phone permanently. It becomes your portal — a quick way to reach your brain dump, ask your agent a question, or keep working when you are away from your laptop. You do not close it. You leave it open forever.

11

Rename your session in the terminal

In Claude Code, run this command with your own name at the end:

Claude Code
Edit before copying

Replace [YOUR NAME] with your actual name — something like Sarah or Sarah’s AI Work. This is the session you will come back to from your phone.

Pro Tip

Named sessions sync automatically across all your devices. Name it once and it shows up everywhere you are logged in to Claude.ai.
12

Find that session on your phone

Open the Claude app on your phone. Tap the menu icon at the top left to open the sidebar.

Tap Code (the </> icon). You will see a list of all your Claude Code sessions by name. The one you just renamed will be right at the top.

Claude app sidebar showing the Code menu item

Tap Code in the sidebar

Claude Code sessions list on phone showing named sessions

Your sessions listed by name

Tap your session. You are now in the same session you were working in on your laptop, synced in real time.

Note

This is the Code section, not the Chats section. Claude Code sessions live here, separate from your regular Claude.ai conversations. Leave this session open. It is your portal now.
13

Try a slash command on your phone

Tap into the message field, then type a forward slash /. A menu of your installed skills appears. Tap any skill to run it.

Try /speak-human — you will use it in the next session to build your voice profile.

Note

Slash commands work identically on phone and laptop. Any skill you install on one device is available everywhere you are logged in.