The brain — system instructions
"the house rules"
A single master file the assistant reads first, every time. It defines who you are, how you write, your priority topics, and the rules it must never break. Plain text — anyone on the team can read and edit it, no code.
How to set it up
- Create a file named CLAUDE.md (or "instructions") in your working folder.
- Describe your organisation in one paragraph.
- List your 3–5 priority topics.
- State your tone: formal, concise, every figure sourced.
- Add 1–2 non-negotiable rules.
Example rule. "Never state a figure without citing its source. If you can't verify it, leave it out."
Everything else in the system inherits from this file — change it once and the whole team's behaviour shifts.
Specialist agents
"the team members"
Short instruction files, each defining one role — researcher, writer, fact-checker, stakeholder analyst. You brief each once; the system reuses them on every project, like a standing team that never forgets its remit.
How to build one
- Pick a role you repeat often.
- Write 5–10 lines: its job, what it must do, what it must not do.
- Save it (in Claude Code, under /agents; in ChatGPT, as a Custom GPT).
- Call it by name when you need it.
Example. A "fact-checker" agent whose only job is to flag claims lacking a source — it reviews, never rewrites.
Skills & templates
"the playbook"
Reusable recipes and document formats. Instead of re-explaining how to write a position paper each time, you save the recipe once and trigger it by name — same structure, every time.
How to create one
- Take a document you produce repeatedly.
- Write down its structure as a template.
- Save it as a skill (e.g. /position-paper).
- Next time, type the command and give just the topic.
Example. /position-paper "EU AI Act — SME exemptions" → context, our position, key arguments, sources.
Tools & data sources
"the research desk"
The official sources the system can reach: EU law (EUR-Lex), national parliaments, economic data, public consultations. This is what lets it cite real, current facts instead of guessing.
How to start
- Begin with what's free: let it search the open web and read URLs you paste.
- Always require a source link per claim.
- Add official connectors as you grow (EUR-Lex, your parliament's open data).
Example. "Check EUR-Lex for the latest text of [file], summarise what changed, and give me the link."
Project memory
"the filing cabinet"
Each committee or topic keeps its own context and history, so the system resumes where you left off instead of starting cold every session.
How to set it up
- Create one folder per committee or topic.
- Keep a short status file with current state and next steps.
- Have the assistant read it at the start and update it at the end of each session.
Example. Reopen "Digital committee" weeks later → it recalls the open files, decisions taken and pending tasks.
Regulatory radar
Capability · runs daily
Monitors EU and national legislation, votes and public consultations, and flags only what affects your members — before the deadlines, not after.
How to replicate it
- Tell it your priority topics.
- Point it at the official sources.
- Schedule a daily check.
- Ask for "only what changed, with a source link and deadline for each".
Output. A morning digest: "AI Act implementing acts — new; consultation closes in 30 days (link)."
Voting analysis
Capability · on demand
Breaks down a parliamentary vote by political group and key legislators, with a plain read of what it means for your advocacy.
How to replicate it
- Give it the vote, or the official voting record.
- Ask for the breakdown by group and the swing votes.
- Request a short "what this means for us" section.
Ask. "Who shifted between committee and plenary, and which MEPs should we approach next?"
Position papers
Capability · draft in minutes
Turns your context documents into a publication-ready draft with cited, verified data — the writer drafts, the fact-checker validates before it leaves.
How to replicate it
- Drop your background docs in the folder.
- Give your position in one line.
- Call your position-paper skill.
- Review; run the fact-check pass before sending.
Output. From 3 briefing notes → a 2-page paper: context, position, arguments, sources.
Stakeholder mapping
Capability · per topic
Aggregates the public positions of MEPs and officials to prepare meetings and build coalitions — no more starting each meeting from scratch.
How to replicate it
- Name the topic and the institution.
- Ask it to gather public statements and votes per actor.
- Have it classify stance (supportive / neutral / opposed) with the source.
Output. A one-pager before a meeting: each contact's known position and a suggested ask.
Verification engine
Capability · the trust layer
No claim without a source. Built-in fact-checking blocks unsupported or invented data before it reaches a member or a regulator — the single most important habit for an advocacy team.
How to replicate it
- Make "cite or omit" a hard rule in your house file.
- Run a fact-checker pass on every outgoing document.
- Treat unverifiable figures as red flags, not facts.
In action. A draft claims "+12% trade" → flagged: no source → either sourced or removed.
Polished outputs
Capability · share-ready
Branded briefings, slide decks, interactive dashboards — and presentations like this one. The same content, dressed for whoever needs to read it.
How to replicate it
- Give it your colours and fonts once.
- Ask for the format you need: brief, deck, one-pager, dashboard.
- Export to PDF / PPTX, or share the HTML link.
Ask. "Turn this paper into a branded one-page briefing in our navy & red style."
Regulatory scan
Demo output · radar.md
A dated digest of only what changed across your priority files since the last run — each line linked to its official source.
What's in the file
- New & moved items, tagged.
- Deadline for each open consultation.
- A source link on every line.
How to replicate it
- Define your priority topics.
- Schedule a weekday 08:00 run.
- Ask for "only changes since last run, with links".
- Keep it read-only — draft, never send.
Voting analysis
Demo output · vote-analysis.md
One plenary vote broken down by group, with swing votes and an advocacy read. (The bars on the card are illustrative — your file carries the real record.)
How to replicate it
- Paste or point it at the official voting record.
- Ask for the breakdown by political group.
- Request the swing votes and a "what this means for us" line.
Tip. Ask it to compare committee vs plenary to spot who moved.
Position paper
Demo output · position-paper.md
A structured, cited draft built from your own context documents — ready to refine, not to start from a blank page.
What's in the file
- 1 · Context & state of play
- 2 · Our position
- 3 · Key arguments
- 4 · Sources (verified)
How to replicate it
- Drop your background docs in the folder.
- Give your stance in one line.
- Call /position-paper, then fact-check and review.
Stakeholder map
Demo output · stakeholders.md
Public positions of the relevant MEPs and officials, aggregated to prep a meeting or build a coalition.
What's in the file
- Each actor with their known stance.
- The source behind each position.
- A suggested ask per contact.
How to replicate it
- Name the topic and the institution.
- Ask it to gather public stances per actor, with sources.
- Have it classify supportive / neutral / opposed.
Claude Cowork
The Anthropic path · Day one
The desktop app. Open a folder of your documents and instruct it in plain language — no terminal, no setup. The fastest way to get a result this afternoon.
How to begin
- Get a Claude subscription and install the desktop app.
- Open a folder with your real documents.
- Paste the "bootstrap" prompt from the Goodies slide.
- Give it your first task.
First task. "Read this folder and draft a one-page briefing on [file], with sources."
Claude Code
The Anthropic path · Week 2–4
The same idea with more power: named agents, persistent project memory, and automations that run on a schedule.
How to step up
- Install Claude Code in your working folder.
- Add a CLAUDE.md house file.
- Create 2–3 named agents.
- Set one scheduled task (e.g. a morning radar).
Custom agents
The Anthropic path · Month 2+
Connect official data sources and build workflows tailored to your AmCham — the stage where it stops being a generic assistant and becomes your system.
How to grow into it
- Identify the workflow you repeat most.
- Add the official data source it needs.
- Wrap it as a reusable skill or agent.
- Test it with a colleague who didn't build it.
Custom GPTs & Projects
The OpenAI path · Day one
Load your style, priorities and reference files into a reusable assistant that remembers them across conversations.
How to begin
- Get ChatGPT Plus or Team.
- Create a Project or a Custom GPT.
- Upload your reference files.
- Set its instructions: tone, priorities, the "cite or omit" rule.
Workspace agents
The OpenAI path · Week 2–4
Let ChatGPT carry out multi-step tasks: browse the web, read files, and compile a draft — with you reviewing each step.
How to step up
- Enable the agent / browsing features.
- Give it a multi-step task.
- Review each step before it continues.
Task. "Find the latest text of [file], compare it to the previous version, and draft a summary of the changes."
Codex
The OpenAI path · Month 2+
The developer agent that builds and automates your own tools — the way this system was built. For teams ready to go beyond chat.
How to grow into it
- Describe the tool you want in plain language.
- Let Codex scaffold it.
- Iterate and test before relying on it.
Human in the loop
Guardrail · the default posture
The system drafts and proposes; a person reviews and approves anything that goes out the door. The AI is a fast junior, never the final signatory.
How to apply it
- Define which outputs need sign-off.
- Never auto-send anything externally.
- Keep a named approver for each type of document.
Sources, always
Guardrail · non-negotiable
Require every claim to cite a source. Treat an unverifiable figure as a red flag, not a fact — this is what protects your credibility with members and regulators.
How to apply it
- Put "cite or omit" in your house file.
- Run a fact-check pass on every document.
- Spot-check that the links actually say what's claimed.
Protect secrets
Guardrail · data hygiene
Never paste passwords, API keys or members' personal data into prompts. Keep credentials out of the files the system can read.
How to apply it
- Store credentials in a secrets manager or environment variables.
- Scrub personal data before sharing a document.
- Assume anything in a prompt could be logged.
Read-only by default
Guardrail · least privilege
Give the system permission to read and draft — not to delete or send. Expand access deliberately, one capability at a time.
How to apply it
- Start with read / draft only.
- Grant "write" or "send" per task, not blanket.
- Review what it did before widening access.
Mind the data boundary
Guardrail · what leaves your walls
What you share with a model leaves your control. Use business-tier terms and avoid sensitive or confidential inputs.
How to apply it
- Choose business / enterprise plans with no-training terms.
- Classify what may and may not be shared.
- Keep confidential member data out entirely.
Access & audit
Guardrail · accountability
Know who can run what, and keep a record. Start with a small, trusted group before scaling across the team.
How to apply it
- Limit access at the start.
- Keep a log of significant actions.
- Review periodically; expand as trust grows.
What AmChams asked us to cover
From the survey · your own open questions
In their own words — the questions the network most wants answered. Each maps to a part of this guide.
The questions you raised
- Is it reliable enough for real position papers?Verification engine · Sources, always
- What AI governance & data policy should we have?Doing it safely
- How do we connect AI to a CRM / member data, safely?Protect secrets · Data boundary
- Can we build scrapers that run on their own?Scheduled tasks · Regulatory scan
- Multilingual meeting minutes?Most assistants already do this
The shared ask. 9 of 10 wanted concrete, applicable use cases — and half wanted to connect with other AmChams already using AI. This guide is the start of that.