Guides
149 step-by-step guides across 14 categories — from first setup to advanced multi-client workflows.
Getting Started
Getting Started
Claude Projects for Teams
Getting Started
Client Management
Getting Started
Client Onboarding
Getting Started
Glossary
Getting Started
Installation and Setup
Getting Started
Interactive Walkthroughs
Getting Started
Saving Tokens (and Money) in Claude
Getting Started
Subscription and Billing
Getting Started
Understanding Client Minds
Getting Started
Using Claude Projects with Armbrain
Memory & Knowledge
Memory & Knowledge
Auto-Captured URLs
Memory & Knowledge
Corrections and Feedback
Memory & Knowledge
Document Management and Local Folders
Memory & Knowledge
Document Synthesis
Memory & Knowledge
Ingestion Receipts and Skip Reports
Memory & Knowledge
Knowledge Health
Memory & Knowledge
Knowledge Seeding
Memory & Knowledge
Memory Decay Tuning
Memory & Knowledge
Memory Storage and Search
Meetings & Prep
Content & Brand
Team & Sharing
Business OS & Planning
Integrations
Integrations
Auto-Ingest from Connected Sources
Integrations
Automated Loops
Integrations
Calendar Integration
Integrations
Connect Data Sources
Integrations
Connect Obsidian Notes to Armbrain
Integrations
Connect Slack to Armbrain
Integrations
Email Ingestion
Integrations
Google Drive Ingestion
Integrations
HubSpot Connector
Integrations
Import Read.ai or tl;dv Transcripts
Integrations
Install Armbrain for GoHighLevel
Integrations
Klaviyo connector
Integrations
MCP Connector Skill (/cm-connect)
Integrations
Notion Connector
Integrations
Transcript and Document Ingestion
Integrations
Using Armbrain with a Claude Team
Integrations
Zoom Connector
Troubleshooting
For VAs
For VAs
Being the Pulse of the Team
For VAs
Being the Second Set of Eyes in a Client Call
For VAs
Building Templates and Systems from Your CMO's Patterns
For VAs
Feeding Armbrain What It Can't Find Itself
For VAs
Following Up So the CMO Doesn't Have To
For VAs
Keeping the Meeting Agenda Alive Between Meetings
For VAs
Planning Events Your CMO Gets Credit For
For VAs
Reviewing AI Output Before It Ships
For VAs
The Calendar Behind the Calendar
For VAs
The Personal Touch List
For VAs
Triaging What Gets Escalated vs. Handled vs. Queued
For VAs
When a Client Emails 'Where Are We on X?' - How to Find the Answer Fast
For Marketing Techs
For Marketing Techs
Checking What Was Promised Before You Build It
For Marketing Techs
Email Drafts That Match the CMO's Voice
For Marketing Techs
Executing on a Rock: Pull the Brief, Track Progress, Report Back
For Marketing Techs
Getting Context on a Client You've Never Met
For Marketing Techs
Posting Content? Log It Back So the CMO Knows What Happened
For Marketing Techs
Something's Broken on the Client's Site - Finding the History
For Marketing Techs
Sprint Check-in: What's Done, What's Behind, What Needs Help
For Marketing Techs
Writing Content That Sounds Like the Client's Brand, Not Yours
For CMOs
For CMOs
Handing Off a Client Without Losing Your Client Mind (or Theirs)
For CMOs
Quarterly Review Prep in 10 Minutes
For CMOs
Running Your Monday Without Re-reading Last Week's Notes
For CMOs
Using Armbrain During a Live Client Call
For CMOs
When You Hire a VA: Getting Them Productive in a Day
For CMOs
Winding Down a Client Engagement
For CMOs
Your First Week with Armbrain: Building the Habit
Architecture & Philosophy
Other
Other
Account Management
Other
ActiveCampaign connector
Other
Adaptive Learning
Other
Agent-to-Agent Messaging
Other
Asana connector
Other
Audit Trail
Other
Auto-Generated Case Studies
Other
Background Email Polling
Other
Behavioral Rules
Other
Business OS in Armbrain — Complete Guide
Other
ClickUp Connector
Other
Client Health Scorecard
Other
Client Mind Templates
Other
Close CRM Connector
Other
CMO Expertise Profile
Other
CMO Profile - Your Operating System
Other
Coda connector
Other
Connect Google Analytics (GA4)
Other
Connect Pipedrive
Other
Connect Plaud to Armbrain
Other
Connect Readwise to Armbrain
Other
Custom Extraction Prompts (Agency Tier)
Other
Data Export
Other
Deep Research Mode (Agency Tier)
Other
Email Approval Gate
Other
Email Importance Alerts
Other
Email Ingestion - Engineering Architecture
Other
Expert Panel Review
Other
How to Access Inherited Playbooks from a Previous CMO
Other
How to Define Custom Extraction Rules for Your Clients
Other
How to Generate Sales-Aware Content
Other
How to Prep for Meetings with Smarter Context
Other
How to Run an Engagement Retrospective
Other
How to Run Deep Research on a Client
Other
Linear connector
Other
Mailchimp connector
Other
Microsoft Teams Connector
Other
Missive connector
Other
Multi-Lens Document Review
Other
Personal Mind Activation - Your First 10 Minutes
Other
Post-Meeting Briefing Diff
Other
Prospect Mind Conversion
Other
Prospect Research
Other
Reading Armbrain's Presence Signals
Other
Referral Program
Other
Relationship Intelligence
Other
Reporting Bugs and Requesting Features
Other
Sales Pipeline Management
Other
Sentiment Monitoring
Other
Stripe connector
Other
System Knowledge - Shared Marketing Intelligence
Other
Task Assignment
Other
Team Tasks: Ping and Respond
Other
Trello connector
Other
Uninstalling the Old Local Armbrain (Coppermind)
Other
Usage Dashboard
Other
VA Onboarding Guide
Other
WordPress connector
Other