Steal my 3 layer system. Out of the box, Claude loses track of your context, your preferences and your tone. These three layers fix that.
Claude’s built-in memory is a decent start, but it saves random facts, misses important ones and mostly sticks to work topics. Here are the three layers I use.
Start wherever you are. Each layer builds on the last.
01
Clean up your memory
Go to Settings, then Your Claude (older layouts call it Memory), and click Manage next to Your memory. Everything Claude has saved about you is grouped by topic. Read it all, edit what’s wrong and delete what’s outdated. Memory is on by default on Free, Pro, Max and Ultra. (How memory works)
While you’re there, fill in the Instructions field. It applies to every chat you have.
02
Fill in your Project instructions
Projects work on every plan, and Free gets up to five. Make one for each workflow you repeat, click Set project instructions and spell out your role, rules, audience and files. Each project keeps its own memory, so your client work and your side project don’t blur together.
03
Tell Claude directly
Mid-chat, just say it. "Remember that I never want bullet points in emails." "Update your memory: I prefer replies under 400 words." "Forget that I mentioned [x]." Then check your memory page to confirm it stuck.
04
Import from ChatGPT or another AI
Go to Settings, then Your Claude, and click Start import. Claude gives you a prompt to paste into your old AI, which exports what it knows about you. Paste the answer back and click Add to memory. It works on every plan on web and desktop, and Anthropic calls it experimental. (Import your memory)
Or skip the typing. Paste this into a chat and fill in the brackets. You can also paste it into your Instructions field.
Who This Is For
Layer 1 is enough for most people, and every piece of it works on the Free plan.
Layer 2 moves your memory into plain .md files on your computer that Claude reads every time you work. You own them, you can edit them, and you can hand the same files to any AI tool.
01
Instructions.md
Your rules. Who you are, what you do, how you want things done and what good output looks like. Include the line "Update Memory.md with my preferences over time." That’s what makes it a running log.
02
Memory.md
The brain. It starts mostly empty and grows as you work. Say "stop using em dashes" and Claude writes it down here. I split it into four sections, for preferences, corrections, patterns and decisions.
03
Context.md
The specifics for your business or project, like who your audience is, what you are working toward and who you work with. Make one general file or one per project.
04
Archive copies
Claude edits these files, and once in a while it overwrites something it shouldn’t. Once a week, copy the whole folder somewhere Claude can’t reach and label it with the date.
How To Use It
Make a folder called Claude Master Folder and put the files inside. In the Claude desktop app, connect that folder to your Cowork task or project. If your account has the new combined chat and Cowork experience, you can do it from any chat. This part needs a paid plan. You can also open Claude Code in the folder. (Cowork on your plan)
Build the files yourself, or connect the empty folder and paste this. Claude builds them for you.
This one takes setup and upkeep, so it isn’t for everyone. But once it’s built, Claude works from everything you’ve written, read and worked on. Pick one of two options.
01
Claude + Notion, the easier option
Go to Customize (being renamed Plugins, so you may see that name), then Connectors, and connect Notion. Claude can now search and edit your pages and databases from any chat.
Make a Notion database called Memory Database. As you work, say "Send this to my Notion Memory Database." Over time you get a searchable knowledge base with Notion’s boards and filters on top, and you can export it as CSV for any other AI.
02
Claude + Obsidian, the most powerful option
Obsidian is a free notes app that saves everything as plain Markdown files in a folder called a vault. Because it’s just a folder, you connect it the same way as Layer 2, and Claude can read, write and link your whole knowledge base.
Which One?
If you already live in Notion, start there. If you want the deepest setup and have an hour or two to build it, go with Obsidian.