Start with one job and a few documents. Review the first week, then check information, access and backups regularly.
Set up your Mind
owner, address and backup
Choose one job
add only what it needs
First useful answer
check the sources
Review after seven days
keep, fix or remove
Regular checks
information, access and backup
Set up your Mind
Agree the hosting arrangement and backup destination during setup. The owner chooses your Mind's address. We check that the owner can sign in before connecting any company information.
Choose the first job
Pick one task the company already repeats, such as preparing a leadership brief or answering questions about a policy.
Add the few documents and areas needed for that task. The goal is one useful answer in the first session.
Review after one week
After seven days, check which answers were right, what was missed and whether anyone had too much or too little access.
Keep the useful workflow. Fix or remove the parts that did not help.
Keep it up to date
Clear new items and suggested changes each day. Once a week, review the information and scheduled work.
Every few months, test team access, backups, recovery keys and software updates.
Practical guides for people and agents