Client case study
We helped WANT Branding connect its company knowledge with practical AI workflows, a shared Claude Team environment, and personal workspaces built around the way its people work.
WANT was already using AI for research and writing. The opportunity was to connect that work: organize company knowledge, make past work easier to find and reuse, and bring useful AI workflows into the team’s everyday practice.
The next step was a shared environment where company context, reusable workflows, and individual ways of working could come together. That meant building the knowledge foundation and helping people put it to use.
Assessed current AI use across business activities, connected workflows, company knowledge, team practices, and quality review.
Delivered a strategic presentation and a tools-and-workflows report covering client acquisition, internal operations, and AI-ready brand deliverables.
Provided a guide to working with AI context, reusable instructions, and workflows that the team can review and maintain.
We started with an AI Diagnostic & PowerScore to understand WANT’s work and prioritize the opportunities. Then we built WantKB, a shared knowledge base, and brought it together with reusable skills, projects, personal workspaces, and automations in Claude Team.
Company knowledge.
Connected to the work.
WantKB organizes WANT’s work in Google Drive. A curated retrieval layer helps Claude find relevant projects, check evidence, and link back to the originals.
Reusable intake and maintenance workflows help the team add material, review revisions, and keep the knowledge that Claude draws on useful.
We set up Claude Team, personal workspaces, and projects so employees could bring relevant context and repeatable instructions into their own work.
Research, lead reporting, slide drafting, setup, and help skills connect the foundation to everyday tasks. Automations support repeatable work, with the team reviewing outputs.
In practice
A connected toolkit supports research, knowledge management, creative work, and team adoption. These are some of the skills, workflows, and automations we implemented around WANT’s work.
A repeatable workflow researches company developments and turns them into a daily lead report. Each opportunity is organized around what changed, why it could create a brand assignment, and how strong and timely the lead is.
Completed · Outputs reviewed by the team
The team can start with a company, its website, and the reason for a conversation. The workflow brings together business context, source links, and questions worth asking in a research brief.
Completed · Outputs reviewed by the team
A presentation brief becomes a slide story and draft grounded in relevant WANT material. The team sets the audience and purpose, then reviews and refines the result before sharing it.
Completed · Outputs reviewed by the team
A setup guide helps employees prepare their workspace and get started with the workflows. It connects the tools with the practical guidance people need to use them in their own work.
Completed · Outputs reviewed by the team
A knowledge retrieval skill connects a question with relevant WANT projects, verifies the supporting material, and returns an answer with links to the original work.
Completed · Outputs reviewed by the team
Skills for adding material and maintaining the library turn source files, revisions, and reuse context into reviewed knowledge the team can retrieve. Updates flow through source checks before retrieval materials are refreshed.
Completed · Outputs reviewed by the team
A reusable messaging skill supports competitor analysis, messaging research, and draft copy. It gives the team a structured way to explore a brand’s position and develop ideas for review.
Completed · Outputs reviewed by the team
An AI help skill gives employees guidance on WantKB, the available skills, and working with Claude. It supports the team as people bring the toolkit into their own projects and workspaces.
Completed · Outputs reviewed by the team
Alongside the on-demand skills, we implemented automations to support recurring work. We continue refining these with WANT so the workflows fit the team’s routines and run smoothly.
Completed · Outputs reviewed by the team
WANT now has a company knowledge base, completed workflows, and a team environment configured for practical AI work. The result is a reusable foundation the agency can build on as its needs evolve.
Relevant past work and source links can inform new research and drafts, bringing WANT’s own experience into the process.
Company briefs, lead reports, and slide drafts give the team structured outputs to review and develop with their expertise.
Personal workspaces, shared projects, and setup guidance give employees a practical route into using AI in their work.
We’re continuing to work with WANT to refine the workflows, support adoption, and make sure the experience runs smoothly for the team.
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