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Guides

149 step-by-step guides across 11 categories, from first setup to advanced multi-client workflows.

Getting Started

Account Management

Claude Projects for Teams

Client Management

Client Onboarding

Glossary

Installation and Setup

Interactive Walkthroughs

Personal Mind Activation: First 10 Minutes

Referral Program

Reporting Bugs and Requesting Features

Saving Tokens (and Money) in Claude

Subscription and Billing

Understanding Client Minds

Uninstalling the Old Local Armbrain (Coppermind)

Usage Dashboard

Using Claude Projects with Armbrain

Memory & Knowledge

Access Inherited Playbooks from a Previous CMO

Adaptive Learning

Audit Trail

Auto-Captured URLs

Behavioral Rules

Client Mind Templates

CMO Expertise Profile

CMO Profile - Your Operating System

Corrections and Feedback

Custom Extraction Prompts (Agency Tier)

Data Export

Deep Research Mode (Agency Tier)

Define Custom Extraction Rules for Clients

Document Management and Local Folders

Document Synthesis

Ingestion Receipts and Skip Reports

Knowledge Health

Knowledge Seeding

Memory Decay Tuning

Memory Storage and Search

Reading Armbrain's Presence Signals

Relationship Intelligence

Run Deep Research on a Client

Sentiment Monitoring

System Knowledge - Shared Marketing Intelligence

What is agentic memory?

Why Fractional CMOs Shouldn't Waste Time Organizing AI Memories

Meetings & Prep

Client Briefing

Context Switch Briefing

Daily Operating Loop

Email Importance Alerts

Interactive Meeting Prep

Meeting Preparation

Post-Meeting Briefing Diff

Prep for Meetings with Smarter Context

Content & Brand

Auto-Generated Case Studies

Brand DNA Management

Campaign History and Performance Tracking

Commitment Tracking

Competitive Intelligence

Email Approval Gate

Generate Sales-Aware Content

Multi-Lens Document Review

Personal Mind and CMO Voice

Workflow Commands Reference

Team & Sharing

Agent-to-Agent Messaging

Client Handoff

Data Privacy and Client Isolation

Getting Started as an Invited Team Member

Task Assignment

Team Sharing

Team Tasks: Ping and Respond

VA Onboarding Guide

Business OS & Planning

Agenda Management

Business OS in Armbrain: Complete Guide

Business OS Issues and L10 Meetings

Business OS Rocks, Sprints, and Meeting Management

Client Health Scorecard

Prospect Mind Conversion

Prospect Research

Quarter Transition

Quarterly Planning

Run an Engagement Retrospective

Sales Pipeline Management

Workflow Playbooks

Integrations

ActiveCampaign connector

Asana connector

Auto-Ingest from Connected Sources

Automated Loops

Background Email Polling

Calendar Integration

ClickUp Connector

Close CRM Connector

Coda connector

Connect Data Sources

Connect Google Analytics (GA4)

Connect Obsidian Notes to Armbrain

Connect Pipedrive

Connect Plaud to Armbrain

Connect Readwise to Armbrain

Connect Slack to Armbrain

Email Ingestion

Email Ingestion - Engineering Architecture

Fathom Connector

Google Drive Ingestion

HubSpot Connector

Import Otter.ai Transcripts

Import Read.ai or tl;dv Transcripts

Install Armbrain for GoHighLevel

Klaviyo connector

Linear connector

Mailchimp connector

MCP Connector Skill (/cm-connect)

Microsoft Teams Connector

Missive connector

Notion Connector

Stripe connector

Transcript and Document Ingestion

Trello connector

Using Armbrain with a Claude Team

WordPress connector

Zoom Connector

Troubleshooting

Design Philosophy

Error Handling and Troubleshooting

Health Check and Troubleshooting

Security and Threat Model

For VAs

Being the Pulse of the Team

Being the Second Set of Eyes in a Client Call

Building Templates and Systems from Your CMO's Patterns

Feeding Armbrain What It Can't Find Itself

Following Up So the CMO Doesn't Have To

Keeping the Meeting Agenda Alive Between Meetings

Planning Events Your CMO Gets Credit For

Reviewing AI Output Before It Ships

The Calendar Behind the Calendar

The Personal Touch List

Triaging What Gets Escalated vs. Handled vs. Queued

When a Client Emails 'Where Are We on X?': Find Answers Fast

For Marketing Techs

Checking What Was Promised Before You Build It

Email Drafts That Match the CMO's Voice

Executing on a Rock: Pull the Brief, Track Progress, Report Back

Getting Context on a Client You've Never Met

Posting Content? Log It Back So the CMO Knows What Happened

Something's Broken on the Client's Site: Finding the History

Sprint Check-in: What's Done, What's Behind, What Needs Help

Writing Content That Sounds Like the Client's Brand, Not Yours

For CMOs

Handing Off a Client Without Losing Your Client Mind (or Theirs)

Quarterly Review Prep in 10 Minutes

Running Your Monday Without Re-reading Last Week's Notes

Using Armbrain During a Live Client Call

When You Hire a VA: Getting Them Productive in a Day

Winding Down a Client Engagement

Your First Week with Armbrain: Building the Habit