Big Idea

The argument in one line.

Claude becomes a reliable sales automation engine only after it is paired with a plain markdown 'second brain' that scheduled routines keep current, which is why most AI-for-sales setups that skip the intelligence layer stay generic.

Who This Is For

Read if. Skip if.

READ IF YOU ARE…

A founder, sales manager, or rep who wants to stop manually re-entering call notes, deal status, and metrics into a CRM every day.
Someone already using Claude for isolated sales tasks who wants it to work from real, current data instead of generic prompts.
A small team lead who wants one always-updated dashboard the team checks instead of digging through several sales tools.
Anyone willing to spend a couple of hours setting up connectors, folders, and scheduled automations, or to have it done for them.

SKIP IF…

You're a solo creator or freelancer with no sales pipeline, CRM, or recurring sales calls to track.
You want a plug-and-play SaaS dashboard rather than a system you configure yourself.
Your team isn't already using Claude or a comparable AI assistant with scheduled tasks and folder-based context.

TL;DR

The full version, fast.

An AI sales operating system needs five connected parts: software connectors, a folder-based second brain, AI skills, scheduled automations, and a personalized dashboard. The second brain is nothing more than a folder of markdown files holding call transcripts, deal history, and permanent context docs like the ICP and offer. Scheduled routines read the last 24 hours of calendar, email, and calls each morning, reconcile CRM data, and score sales calls, so the folder stays current without manual entry. Skills like call prep and proposal generation then pull from that folder to produce grounded, specific output, and a dashboard built on top of it all gets rebuilt and redeployed daily.

Free for members

Chat with this breakdown — free.

Sign in and you get 23 free chat messages on us — ask for the hook, quote a framework, find the exact transcript moment, generate a markdown action plan. Bring your own key when you want unlimited.

Create a free account →

Chapters

Where the time goes.

00:00 – 00:45

01 · Intro

Claude has automated most of the team's sales process; five-part system previewed: connectors, skills, second brain, dashboard, automations.

00:45 – 01:39

02 · What the Sales OS does

The system covers the full sales cycle — lead gen, call prep, CRM updates, follow-ups, analytics — through connectors, skills, a second brain, and a dashboard.

01:39 – 03:17

03 · How it works

Sales breaks into gathering intelligence and acting on it. Diagram: raw sales software at the bottom, an AI filtering layer, a second brain at the center, and a dashboard plus AI tool on top.

03:17 – 05:29

04 · 1. The Sales OS dashboard

Tour of the dashboard: Today tab with call prep briefs and top tasks, Pipeline tab with CRM snapshot and rep scores, Content tab with ICP/offer/positioning, tech-stack tab, automations tab, monthly report. Customizable per team member.

05:29 – 07:28

05 · 2. The Sales Second Brain

The second brain is just a folder of markdown files, visualized in Obsidian. Subfolders: calls, permanent context docs, deals (CRM-for-AI), intelligence reports, lead-gen campaigns, skills and templates.

07:28 – 09:51

06 · 3. The Sales Automations

Skills (call prep, one-pager, lead-gen, outreach, proposal generator) get grounded outputs by pulling from the second brain. Routines trigger automatically on events like a new meeting booked.

09:51 – 12:13

07 · Easy Setup Skill

A packaged Sales OS plugin with a setup skill that asks structured questions and generates the folder structure, dashboard, connectors, and scheduled tasks automatically.

12:13 – 13:48

08 · Connector Setup

Two connector categories: existing software (CRM, meeting transcription, proposal tool, Google Workspace, Slack, Vercel) and scraping tools (Apify) for lead and company research.

13:48 – 17:11

09 · Second Brain Setup

Create the folder structure, nesting inside an existing second brain if one exists. Write permanent context docs first (ICP, offer, positioning, sales process), then a CLAUDE.md at the root and one per subfolder.

17:11 – 20:25

10 · Scheduled Tasks Setup

Routines vs. scheduled tasks explained. Three core automations: a morning routine that logs the last 24 hours and preps calls, a CRM sync that reconciles deal status, and a call-scoring routine.

20:25 – 24:27

11 · Sales Dashboard & Skills Setup

Build the dashboard by prompting Claude directly on the second brain folder. Deploy via Artifacts (team-only) or Vercel (public URL). One more scheduled task rebuilds and redeploys it daily.

Atomic Insights

Lines worth screenshotting.

Most people using AI for sales only automate the work step and skip feeding it real sales intelligence, so the outputs stay generic.
A 'second brain' is just a folder of markdown files — no special software is required beyond something to browse it, like the free app Obsidian.
Cloud routines keep running even when the computer is closed, while scheduled tasks only fire while the Claude desktop app stays open.
A daily morning routine reads the last 24 hours of calendar, email, and call transcripts, then updates the second brain and preps every call automatically.
The highest-leverage documents to write first are the ones that rarely change: the ICP, the offer, positioning, objections, and sales process.
A CLAUDE.md file at the root of a folder acts as a routing table that tells the AI where to find and save information before it does anything else.
Feeding a proposal-generation skill a specific lead's real objections from the second brain produces a materially better proposal than a generic prompt.
Claude's own Artifacts feature only shares a dashboard with people on the same paid Team account; deploying through the free Vercel connector produces a public URL anyone can open.
The dashboard gets rebuilt daily by its own scheduled routine that reads the latest second-brain data and redeploys the same URL, rather than being a static one-time build.
Reconciling CRM data against signed proposals and automatically flagging cold deals eliminated the need for one sales rep to open the CRM at all.
A call-scoring routine grades every sales transcript against weighted dimensions, turning call review into an automatic coaching feed instead of manual QA.
A second brain that starts with a handful of documents can grow to hundreds within a couple of months once daily routines keep feeding it.

Takeaway

Feed the AI real data before automating the work.

WHAT TO LEARN

Most AI-for-sales setups stall because they skip the intelligence layer — a folder-based second brain kept current by scheduled routines is what makes the automation reliable.

02What the Sales OS does

An AI sales system needs five connected pieces: software connectors, AI skills, a second brain, scheduled automations, and a personalized dashboard, not just a chatbot.
The goal is covering the entire sales cycle — lead generation, call prep, CRM updates, follow-ups, and analytics — rather than automating one isolated task.

03How it works

Sales work breaks into two jobs: gathering intelligence and acting on it — most AI-for-sales efforts only try to automate the second one.
Without lead research, ICP criteria, and sales metrics on hand, neither a human nor an AI can qualify leads or plan a call properly.
Raw sales software data flows up through an AI filtering layer into a second brain, and both a dashboard and an AI tool draw from that one source.

041. The Sales OS dashboard

A single dashboard tab can show today's calls with pre-written prep briefs, lead qualification scores, and the day's top tasks in one glance.
Pipeline health metrics like deals by stage, meetings booked, and close rates belong in the same dashboard as call prep, not a separate report.
Reference documents that rarely change, like the offer, positioning, objections, and sales process, should live in the dashboard so any rep can pull them up instantly.
A dashboard built this way can eliminate a rep's need to open the CRM directly, because the CRM itself gets updated automatically behind the scenes.

052. The Sales Second Brain

A second brain is nothing more than a folder of markdown files — a tool like Obsidian is only needed to browse it more visually.
Organizing the folder into call transcripts, deal summaries, permanent context docs, intelligence reports, and campaign data makes it far easier for an AI to navigate.
A dedicated deals subfolder that tracks the full history of each lead functions as a CRM built specifically for AI to read and update.
Starting with a handful of documents and updating daily compounds into hundreds of documents within a couple of months, and that history is what makes later outputs better.

063. The Sales Automations

Skills handle repeatable sales tasks like call prep, one-pagers, and proposals, and get materially better when they pull real lead data from the second brain instead of generic prompts.
Routines can trigger automatically off events — a call prep runs the moment a meeting is booked, a proposal draft runs right after a meeting ends.
One-off requests that aren't repeatable can still get full context just by opening a new chat with the second brain folder selected.

07Easy Setup Skill

A single setup skill can ask a structured set of questions and then generate the entire folder structure, dashboard, and scheduled tasks in one pass.
Budget a couple of hours to answer setup questions thoroughly — the quality of the output scales with how much real detail is provided upfront.

08Connector Setup

Two connector categories are required: existing business software (CRM, meeting transcription, proposal tool, calendar, Slack) and internet-scraping tools for lead research.
A meeting transcription tool is the highest-priority connector to add first if a team doesn't already log call transcripts somewhere.
A scraping connector for LinkedIn and general web data is what actually powers automated lead and company research, not the CRM itself.

09Second Brain Setup

Build the permanent context documents — ICP, offer, positioning, objections, sales process, tone of voice — before anything else, since they raise output quality the most.
A new second brain doesn't need to be separate — it can live as a subfolder inside an existing knowledge base a team already maintains.
A CLAUDE.md file at the root, plus one per subfolder, acts as a map telling the AI exactly where to read and write information.

10Scheduled Tasks Setup

Cloud routines keep running even when the computer is closed, while scheduled tasks require Claude desktop to stay open — start with scheduled tasks anyway if routines feel unfamiliar, since they're simpler to set up.
Three scheduled automations cover the core loop: a morning routine that logs the last 24 hours and preps today's calls, a CRM sync that reconciles deal status, and a call-scoring routine that grades transcripts for coaching.
Monthly and quarterly reporting routines matter for long-term tracking but aren't necessary to get the core system working on day one.

11Sales Dashboard & Skills Setup

A dashboard can be built by simply telling Claude, in plain language, to build one on top of the second brain folder's data.
Claude's built-in Artifacts feature only shares with people on the same paid Team account; deploying through a free connector like Vercel produces a public URL anyone can open.
The dashboard's HTML should be saved back into the second brain, and one more scheduled task should rebuild and redeploy it daily so it never goes stale.

Glossary

Terms worth knowing.

Second brain: A folder of plain text or markdown files that stores a business's ongoing intelligence — deals, call transcripts, metrics, context docs — so an AI tool can reference and update it.
CLAUDE.md: A markdown file placed at the root of a folder, and optionally each subfolder, that tells Claude how the folder is organized and where to find or save specific information.
Routine (Claude): A cloud-hosted automation that runs on a schedule regardless of whether the user's computer or Claude desktop app is open.
Scheduled task (Claude): An automation similar to a routine, except it only executes while the Claude desktop app is open on the user's machine.
Skill (Claude): A packaged, reusable instruction set that tells Claude how to complete a specific repeatable workflow, such as preparing a call brief or generating a proposal.
ICP (Ideal Customer Profile): A written description of the type of buyer a business sells to best, used to quickly qualify or disqualify incoming leads.
Apify: A web-scraping platform used here to pull lead and company data from LinkedIn and other sites for research and prospecting.

The Script

Word for word.

Read-along

Don't just watch it. Burn it in.

See every word as it's spoken — crank it to 2× and still catch all of it. The same dual-channel trick behind Amazon's Kindle + Audible.

00:00Cloth has entirely transformed the way me and my team do sales. We now automate a large part of our sales operation up to a point that our sales reps are barely in the CRM anymore. But in order to make AI actually useful for sales, we need more than just an AI tool like Cloth with some skills.

00:15We need to give AI access to up to date context and sales intelligence to actually automate work reliably. So in this video, I'll show you how we set up an AI sales operating system that automates almost our entire sales process from lead gen to call preps to CRM updates to follow ups and analytics. I'll show you exactly how to set it up through a combination of connectors, cloud skills, a sales second brain, and personalized sales dashboards, and I'll show you an easy way you can set this up today even if you're completely new to this.

00:45Now before showing you the sales dashboard from which we work on now, uh, the skills that help us automate our entire sales process, and the second brain setup that makes this all possible, let me first explain how this system works because I think all of this will make a lot more sense to you, especially if you're new to some of these concepts.

01:02Now firstly, if you think about it, essentially, sales really comes down to two things. One is gathering sales intelligence, and two, based on the sales intelligence, do the work.

01:12Uh, because without the lead research, we can't actually prepare for a call. Without the ICP criteria, we can't qualify leads. And without sales metrics, we can't create a good sales strategy.

01:21And the same applies to AI, but many people who've been using AI for sales have been mostly focused on point two, trying to let AI do some of their work, maybe with skills, without actually giving the AI the intelligence and the data to do that work well and reliably. So, essentially, the system we built automates both of these, and the setup really consists of five different parts.

01:42Now it might look overwhelming, especially if you're not familiar with some of these concepts, but I'm gonna break them down one by one and show you an easy way you can set this up in a couple of hours. Now in the center, we have the sales second brain where, of course, all of the sales intelligence lives. Our metrics, meeting transcripts, the status of the leads, and all of the other, um, important, uh, data around our sales.

02:04Now that data gets automatically updated by, of course, all of the data that lives in our sales software, which is the bottom layer where basically the raw data lives. And then we have one AI layer in the middle that basically filters that raw data and adds only the relevant things to the second brain on a daily basis. And we do that through scheduled tasks or routines.

02:24Again, if you're not familiar with these concepts, I'm gonna explain it later in this video. And then on top of that intelligence layer in the sales second brain, we, first of all, have a personalized sales dashboard, which basically serves as the control center for the sales rep or sales manager or business owner, uh, where it gets all the relevant intelligence for him or her to know what to do and what to act upon today.

02:44And we have the AI tool, which also gets fed from the intelligence of the second brain to actually automate some work for us, and that can be through, uh, skills, through scheduled tasks, or routines to automate work autonomously, or can also be used, of course, if you just prompt Claude, um, and give it access to the second brain.

03:01And because it has access to that up to date information about your sales, it's gonna give you far better and more relevant outputs. There's actually one arrow missing, is this AI tool with the automations it runs, of course, also feeds back into the second brain, so we can show that data on the personalized dashboard.

03:17So let me start with the sales dashboard. So, again, this is where our team or a specific sales rep can see all of the automated sales intelligence and has everything it needs to basically know what to do and act upon today.

03:28So we have different tabs here, and in the first tab, the today tab, um, we basically, uh, get to see exactly what to focus on today with intelligence on upcoming calls together with pre prepared call prep briefs, uh, where we can get a quick overview of this lead, get automatic, uh, qualification scores and all the relevant links, uh, from this lead, and we get an overview of exactly what to focus on today, the top tasks and leads.

03:52Then we get another tab with the general pipeline overview with, uh, important metrics. Uh, now these metrics are not real. Change them for the video.

04:00Uh, I wish they were true, uh, but not yet. Uh, then we get the CRM snapshot with deals by stage.

04:06We get pipeline trends, meetings booked per week, revenue, and commission per week. We get the close rates and the rep scores by dimension. We have another tab where all the important documents for sales live, like the offer document, positioning, objections, the ICP, so any of the sales reps can just look into it whenever they need it, the sales process, the tone of voice, etcetera.

04:27Then we have a tab with the entire tech stack this sales OS is connected to, which, of course, are all of the softwares that we use in sales, our CRM, in our case, Atiyo, proposal generators, meeting transcription tools, scrapers too, lead databases, and outreach platforms.

04:44And then we have one more tab that shows all of the automations that are running across our sales. And also on a monthly basis, we get a monthly sales report with basically an overview, uh, of all the important metrics for this sales rep, uh, over the last month. And this sales dashboard, we've implemented a month ago, and it essentially has eliminated entirely the need for this sales rep to even be in the CRM or in many of the other sales softwares because even the CRM is automatically updated, and he has all the intelligence here to know what to do and focus on each day.

05:16And, of course, this entire dashboard can be customized for each team team member. It can be customized for sales managers. They have much more intelligence.

05:23Um, that's the whole point of this, and I'm gonna show you exactly how to do that for yourself. Now all of the data for that dashboard, of course, comes from the second brain. And if you're not familiar with the concept of a second brain yet, it might sound fancy or complicated, but it really is not.

05:36All this really is is just a folder on your computer. As you can see here, this is exactly what you see in the second brain here. It's just a folder with lots of text files or MD files that, of course, our AI has created around all these things.

05:49And then this tool is just Obsidian, which is a free desktop app that helps you visualize, uh, folders on your computer and text documents in a little bit of a nicer way, and this graph view just shows the connections between these different documents. So what data do we have here in the sales second brain?

06:05First, we have a subfolder here with calls where, basically, all the call transcript get get logged together with a summary of the call and a sales call score, which basically, uh, scores, uh, the performance of the sales rep on this call. And we have another folder with general context files, the one that I also showed in the in the dashboard with the general important documents for every business and every sales team, which is the ICP document, document around me, the offer positioning, sales process, etcetera, and these are just extremely relevant to get better outputs from AI.

06:35Then we have another subfolder here with deals, which is basically a summary of the entire history of each lead. You can kinda see this as the CRM but for AI. Then we have an intelligence subfolder with a quarterly and monthly reports live, another folder with our lead gen campaigns that basically tracks every outreach campaign we've done with the metrics, the results, and the sales sequence, and then a folder with all the skills inside of this system and common templates around our sales, like email templates, NDA, one page, or pitch deck, and proposal.

07:04Now, again, this might look like a lot, but we started a couple of months ago with a couple of documents, and this grew to hundreds of documents, and this context compounds. Right? The earlier you start using this, the better the system and the more intelligence it will have in, uh, one month or two months.

07:20So the most important thing with these setups is to get started as soon as possible, and I'll show you exactly how to get started with this, uh, pretty fast. And then the third big part of this system, of course, is the AI tool or the AI agent that actually automates the work for us. Now there are two ways we use this, uh, second brain to automate sales work.

07:37The first is for repetitive sales, uh, use cases. We have built skills for basically all of them, like a call prep scale, a client one pager scale, lead generation scale, a LinkedIn scraper scale to to get new leads, outreach scale, pipeline review, a follow-up scale, a sales generator scale.

07:55And the nice thing is using these skills in combination with our second brain is, of course, when we use a proposal generator, it can actually get the intelligence of that lead from the second brain to create a proposal that's actually good and based on real data, real objections that the client gave, and things like this.

08:13So the output just become far better for these skills. So, for example, here, I said, can you run the client one pager for my call with Tim tonight? Of course, it's gonna use the one pager skill, then ran the skill to get the SOP for this workflow.

08:23You can see it first goes through relevant reference files to figure out who Tim is, and now it can actually go and look through that second brain to get up to date information on this lead to get a far better client one page route. We then get a personalized sales deck, basically, which we can use in our sales call. Now, again, this is just one example.

08:40We have skills set up for all of these, uh, common sales workflows. If you wanna see all of them, um, we have made them all accessible in my AI accelerator together with all the other skills me and my team are building out across all business departments. So if you're interested in seeing or customizing these for yourself, uh, you can also check out my AI accelerator in the first link in the description below.

08:59Of course, also, many of these workflows or skills, um, don't have to be triggered by us, so we have also set up many routines, which basically can be scheduled to be triggered when an event happens. For example, a call prep, we automatically run when a new meeting is booked, and a proposal generation, we automatically run after a meeting is finished.

09:17For example, here we have a we have a routine setup that automatically runs after a meeting is finished to create, uh, an email draft with a follow-up and a proposal, but we might sometimes also have one off tasks, things that are not necessarily repetitive or automatable. In that case, we can just open a new chat, of course, select the folder of that second brain because when we select it, Cloth always has complete context on all the sales intelligence and all the leads that live in that second brain.

09:42And I can tell you if your AI tool actually has access, uh, to that intelligence of the second brain, you'll be surprised how much better your outputs and your skills become. And while most people are still focused on this and automating the work, which is good, right, creating some skills using AI, etcetera, but creating this infrastructure and to have this intelligence is really the fundamental step in my opinion.

10:03Because, again, in order for AI or humans to actually automate work, uh, we need to have the sales intelligence. And this entire infrastructure, we only have to set up once, and all of this becomes instantly far more powerful.

10:15So let me show you exactly how to set this up and how to go about this. But if you're interested in making this setup become a lot easier for yourself, we've set up an entire sales OS plug in with a set of 10 skills. All of our, uh, skills that automate repetitive workflows, which you can use or customize for yourself, but the most important one and the one we spend the most time on is, uh, the setup skill that basically helps you set up this entire infrastructure, the connectors to setting up the scheduled task and routines to update the intelligence layer in your second brain.

10:43It will set up your second brain according to the same folder structure that we have. It will then create an even an entire sales dashboard for you that's personalized and customized to your need. And, of course, in the plug in, you'll also find the skills we use to automate our workflows.

10:57So you can basically just install and use this setup skill. It will then start asking you lots of questions. You wanna probably sit down for an hour or two, and based on the questions you answer, etcetera, it will create this entire infrastructure for you, including the second brain, the scheduled tasks and routines that you need to automatically update it, and it creates a personalized dashboard for you.

11:17So we've spent a lot of time building this skill to make this setup process a lot easier for you. So if you're interested, it's available in the AI accelerator together with unlimited one on one live tech calls and AI consulting and weekly q and a's with me and my team. So if you have any problems, of course, you can just get them resolved fast through one on one calls.

11:35So, again, if you're interested, this will be the easiest way to set it up, but I will show you also how to do this without the skill. Also, if you're actually interested in me and my team setting this up for you in a personalized and custom way for you or your team, we also offer a service where we do exactly that together with AI training and AI consulting, uh, which you can check out in the second or third link in the description below.

11:57And if you book in a call, you'll basically see, uh, our automated sales process in action because this is exactly the service we've applied this entire system to. Now even if you're planning to use the skill, it's still good to stick with me here just to understand the infrastructure for this setup. So let me start with the connector layer, and then we'll work upwards to show you exactly how to build this AI sales OS.

12:16Now you're basically gonna need two types of connectors connected in your cloud account or any other AI tool you use. First, your existing softwares, of course, your existing sales softwares, and the second is connectors that that can scrape data from the Internet so we can actually do research on leads. So for your own softwares, you, course, wanna have your CRM connected.

12:34In my case, that's Ateo. The key one, of course, is also to have a meeting transcription tool. In our case, Fireflies.

12:40If you don't have that yet, that's probably the first one you wanna start implementing. We also have PandaDoc, our proposal tool, which can basically track when proposals are signed. Of course, you want to have your Google Workspace connectors like your Gmail calendar, Google Sheets, etcetera.

12:54If you use Cloud Code, I recommend using the Google Workspace CLI, which basically connects, uh, all of these Google softwares in one connector. Then we have, uh, Aircall, uh, our calling platform.

13:04We have Slack. And lastly, we have Vercel, which basically allows us to host this dashboard on a live URL, which we can then share across the team. So, basically, your core sales stack.

13:12Uh, second, of course, if you do outreach, uh, you wanna have some outreach platforms. The key one you need anyway, whether you do outreach or not, is Apify. Because Apify allows you to scrape data from LinkedIn or any other social media in the Internet, meaning this is the key one to have installed to automate your lead research, call preparation, company research, etcetera.

13:32So if you do cold outreach, of course, you might wanna explore some of these other connectors like Vite prospecting, which is lead database. We you can, of course, use Apollo or LinkedIn Sales Navigator, and if you do, uh, outreach on email, etcetera, or LinkedIn, you can also, uh, connect those softwares there. Now once you have your softwares connected to your cloud account, the next thing you wanna do is set up a folder where our sales second brain is going to live because this is what these scheduled tasks and routines here are gonna update, of course.

13:58If you're gonna use the OS setup scale, uh, it will help you set up this entire folder structure the way we've set it up, uh, for the sales OS. Also, if you already have a second brain, you can easily incorporate this sales OS into your existing second brain by adding it as a subfolder or somewhere in the brain.

14:15For example, in our entire company second brain, the sales OS is in a subfolder of the team member responsible for sales. So with us, it leaves in teams, but it can live somewhere else too.

14:25Now, again, if you're completely new to this and this goes a bit too fast for you, I have a full beginner tutorial on setting up a second brain. So if it's hard to follow, make sure to check it out. I'll make sure to link it in the description below too.

14:35But all you really need to do is create a folder that you can call sales OS or whatever you want, sales second brain. You probably want to have a similar folder structure as we have. You can create these subfolders.

14:44It's good to have the second brain separated by subfolders, so you basically organize it better for your AI so it can navigate the second brain easier. You can also do this together with an AI tool like Cloud by just opening a folder and telling it you want to recreate a sales second brain folder structure, and then it can create all of these subfolders for you.

15:03Now then we have basically two types of documents living in this second brain. Right? Of course, are gonna update it with real time intelligence from our softwares, but there's another type of context that is just sort of permanent and is really important context about you and your business, like the ICP doc, the offer doc, positioning, the sales process stack, and voice.

15:23These are the first ones you wanna create because they're gonna make the biggest impact, uh, when you're trying to automate work with Cloud because it instantly gets, uh, context around what you offer, your ICP, etcetera, and your outputs will get far better. So first things first, you wanna really put some effort in creating these types of docs.

15:40Again, our OS setup scale will help you do this by asking you some questions around all of these things and then setting up and creating these docs directly into your second brain. You can, of course, also do this yourself. Maybe you already have some documents or you can create them together with Cloud by just telling Cloud something like, ask me some questions.

15:56I want to create an ICP doc or positioning doc, etcetera. Now the next thing you wanna do is also create a clot dot m d file for your second brain. Now if you're not familiar with a clot dot m d, it's this one, which is a document that lives at the root of your second brain, and, basically, it's the map for your AI tool to understand the folder structure and where information lives so it knows where to pull and save context from depending on what you ask it.

16:20This is the first thing your AI tool is gonna read or your cloud is gonna read to know where to find data. So you can see it as a routing table to know which context lives where and some rules on how to navigate the second brain. And then you also wanna set up a CloudMD for each of the subfolders to basically know also inside of the subfolder which documents contain which information.

16:39So you can see for each of the subfolders, we have a separate CloudMD. Again, you can ask Cloud to create these Cloud dot MDs once you have your folder structure set up and the map selected, the folder selected, um, by just telling Cloud, right, uh, please create me a Cloud dot MD for each of the subfolders and for the entire folder.

16:56Now, generally, there are some best practices to creating good Cloud. M d's, but just to get started, what you'll get out of a quick prompt with Cloud is probably good enough to get started. Again, if you're gonna use the setup scale, it will help you set up these Cloud.

17:08D's according to best practices automatically. Now once you have that, we can actually start populating the second brain with some sales intelligence from your software, which, of course, we're gonna do by setting up some scheduled tasks or routines so we make sure to get this gets updated every day.

17:21Now, again, if you're gonna use the OS setup scale, it will help you set up these scheduled tasks automatically as you can see here, but I'll walk you through quickly how you would do it without. Now we basically have two possibilities here. We can do it through scheduled tasks or we can do it through through cloud code routines.

17:36Essentially, the difference is that in these cloud routines, they will run-in the cloud, meaning they will always run no matter whether your laptop's open or not, and the scheduled tasks will only run if your cloud desktop is open.

17:48So we set these up through routines, but if you're not completely familiar with it, it, uh, it'll make it a little bit more complex. So I recommend starting with scheduled tasks if you don't have experience setting up routines yet. So, basically, you wanna set up sort of three main scheduled tasks or routines to make sure it automatically updates your brain.

18:04And the first one is the SalesOS morning routine, which basically goes through everything that happened over the last twenty or four hours in your calendar, email, sales calls, etcetera, and updates the Second Brain with that info. So here you can see we have the SalesOS morning routine that runs every day. Now the prompt for this one is pretty in-depth as you can see here.

18:19I've also prepared a free guide here with all of the prompts of all of the routines that are running inside of this system, so you can check them out in more detail, maybe customize them for yourself or use them like this. But you can see it walks through a process of putting the calendar, putting today's calls, prepping each call if they're new calls, like for yesterday's calls and meeting transcript, take all of that data and reconcile it, does a hygiene routine, and logs what it has done.

18:45So this basically updates this sort of subfolder, the call folder, of course, the log folder, the daily folder where where it logs what is done each day. It preps for calls, of course, which we see on the sales dashboard and adds a new deal if there was a new client that came in or new prospect. But again, you can read it in detail in the free resource in a in the link in the description below, or if you're gonna use the scale, it will help you set this up for you.

19:07In the second one, the sales CRM sync, it goes through the software to make sure that our CRM is up to date and the status of each lead is correct, and it also updates information about the status of each lead inside of the second brain in that deal folder. So you can see in this one, it first checks our proposal generator tool to check for the status of proposals, if they're signed or not.

19:29It cleans the deal fields. It freezes won and lost deals. It flags cold deals.

19:34It checks metrics, creates a snapshot on the deal. But, again, you can read the full prompt in the free resource. And then the last one, which is optional, which is what we have, it's basically a sales call scoring routine that looks at the all the sales meetings and trans transcripts we've done over the past days and then grades the sales call performance, which is also logged in the call folder with each of the transcript.

19:57And this basically helps our sales reps get some coaching to to improve their their their sales calls. And then we actually have three more, which are more for the long term.

20:06You shouldn't have to worry about when setting this up, but these are gonna be useful when you're using it long term, which is the monthly report, the quarterly report, and the sales OS campaign metrics, which is very useful if you do outbound campaigns. Now, again, the OS setup scale will help you set up these two, and I'll add all the prompts in the free resource too if you wanna check these out too.

20:25Now once you've done this, you'll basically have this part already built, which is the most important part, and you'll now have an up to date sales second brain that, uh, is compounding and getting more sales intelligence by the day. Now once you've set this up, of course, now you can use the second brain inside of your AI tool.

20:41All you need to do is select the folder, uh, whenever you start prompting clot to instantly give it access to that intelligence. And if you build skills, all you need to do is reference where it can find the intelligence inside of the skill in the second brain.

20:53Again, all the skills we use, uh, you can also find in that OS sales plug in inside of my accelerator. And then the last part, of course, is, uh, setting up that sales dashboard. Now, essentially, there are two parts, um, to creating the sales dashboard is first, we need to create that dashboard once, and then once we have created it, uh, we need to make sure it's updated every day with the latest information with one more scheduled task or routine.

21:16Our OS setup scale will also help you set up that scheduled task or routine automatically to make sure your dashboard's updated, and it'll create an entire dashboard for you, customized and personalized to your, um, brand style, but also to, uh, the information you want to show on your dashboard. But if you're gonna do it yourself, all you need to do is go to Clot Code, open a new session, select your second brain folder, and then you can literally just tell Cloud, I wanna in in plain language, I wanna build a dashboard on top of my sales second brain and on top of the data that you can find in the folder.

21:47You can go back and forth with Cloud to build you that dashboard, and then you have two options for deploying this dashboard. You can use Cloud's feature of artifacts, live artifacts, which would be something like this, look something like this.

22:00It will live on a URL here. The only thing you wanna keep in mind here is that you can only share this with, uh, members in your team that are also in your Cloud Team account. And the second option, uh, we've used, which is you can deploy it on a live URL through a connector called, uh, Vercel, right, which is, uh, free to use.

22:16You can use this in a free plan to basically just host whatever you've built onto a live URL, which means you can now share it with anyone without them having to have access to your to your Cloud account or being a team plan. All you need to do is connect Vercel to Cloud and tell it to deploy it onto a live URL through Versal.

22:34Then you will also wanna tell Claude to save the HTML, to save, uh, what it's created at the dashboard inside of the second brain. And then once you have done that, of course, we need to make sure it's updated every day, so we have to set up one more scheduled task or routine. Again, I've added the prompt for this scheduled task or routine also in the free resources so you can check it out in more detail.

22:52But, basically, what it does is it goes through your existing page that you already created, then it goes through the latest information in your second brain, and then basically rebuilds the page based on the new data that's in there and then redeploys it onto that URL. And it's how we make sure that every time you open it, it's updated to the latest information.

23:09And that's really it. That's how the SalesOS works and how you can set it up. Again, it might look a little bit overwhelming if some of these things are new to you, but I highly recommend sitting down for a couple of hours and trying this out because if you can get to a setup like this, it can really drastically change the way you and your team do sales.

23:25It looks very complicated at the start and intimidating, but really once you get this set up and running, especially this entire infrastructure, there's not that much maintenance.

23:34Again, if you're interested, you can use the SalesOS setup scale. We put a lot of effort in this to make this entire process a lot easier for you. It will still take you a couple of hours, but you don't have to worry that much about the technicalities.

23:47You mostly wanna start answering questions to Claude so you can personalize and create this entire system so it works best for you. So, again, if that's interesting, you can check it out in my AI accelerator. Also help with unlimited one on one, uh, live tech help and AI consulting.

24:01We also have a community with many other sales professionals, business owners, sales managers that are rolling out AI, and full courses on cloud and setting up your second brain. Also, again, if you're interested in me and my team actually setting this entire infrastructure up for you together with training and consulting, can you also check out, um, the third link in the description below and book a free meeting with us.

24:20Thank you so much for watching. And if you wanna learn more on how to set up a second brain, you can also check out the video here above.

The Hook

The bait, then the rug-pull.

A sales team running on Claude has reached the point where reps almost never open the CRM — because a folder of markdown files, quietly updated by scheduled routines, is doing the CRM's job for them. This breakdown walks through the entire system: the dashboard, the second brain, the automations underneath it, and the exact steps to build one from scratch.

CTA Breakdown