From Chatbot to Team Member - Setting Claude Up Right

Crispin Read (CEO, The Coders Guild) walks through how we set Claude up as a proper team AI hub at our UK SME - not a chatbot people dip into individually, but something that knows our business, our voice, and how we actually work. What's in this session: • Why we abandoned earlier attempts (Guru, Notion + RAG, custom builds) - and what finally stuck • The mindset shift: treating AI like a new team member who needs onboarding, not a tool • A live look at our "Ask Your Org" internal knowledge chatbot - policies, processes, expense rules, all queryable • How we structure departmental projects in Claude (Ops, Delivery, Comms/BizDev) • Building skills - how you teach Claude your team's specific way of doing tasks • A live demo of building a skill from a conversation • How to start if you don't have years of process docs already Chapters: 00:00 Intro 00:35 What we built - a team hub, not a chatbot 01:30 What we tried before (and why it didn't stick) 04:02 The mindset shift: treat AI like a team member, not a tool 06:09 Live: Ask Your Org - a chat-based intranet for the team 08:41 You're not 2 years behind - building the knowledge base with Claude 10:13 Departmental projects: structuring Claude around how your team works 12:35 Memory and the live knowledge base 14:00 How to start - the pilot meeting, transcript, and iteration loop 15:40 Skills - teaching Claude your team's way of doing tasks 18:40 Live: building a skill from a conversation 21:12 The setup is the work - and then the gains compound 23:15 Q&A About The Coders Guild: We're a UK-based digital skills training provider working with SMEs on practical AI adoption. We run the Level 4 AI & Automation Apprenticeship (designed with Skills England) and short courses for business leaders - fundable through the Growth and Skills Levy. Find out more: https://thecodersguild.org.uk/ Book a 25-min chat about AI training for your team: https://calendly.com/workforce-develo... Next webinar:   / events