Set Up a Claude Project as a Promotions Playbook and Learnings Library

Projects are separate from regular chats. Each one has its own files and its own instructions.

1. Sign in at claude.ai.
2. Find Projects in the left-hand menu and choose the option to create a new project.

What you should see: A form asking for a project name and a short description. Troubleshooting: If you cannot find Projects, check which plan you are on and look at Claude's help center article on Projects. Menu names change from time to time.

Name it something the team will recognize, such as "Promotions Playbook."

1. Type the name.
2. In the description, write one sentence: "Answers questions about our past promotions using only the uploaded reviews and templates."

What you should see: The new Project opens with an area for instructions and an area for knowledge files.

Claude's help center describes a Project as a workspace with its own knowledge base. Everything you add there is available to every chat in that Project.

1. Open the knowledge area and add your cleaned reviews, templates and glossary.
2. Name each file so the answer can point to it, for example "Review_SPRING-A_rebate.docx" or "Template_launch_checklist.docx".
3. Check the file list and confirm every file you meant to add is there.

What you should see: Each file listed by name. Larger libraries may show an indicator of how much of the Project's capacity is used. Troubleshooting: If a file will not upload, save it as a PDF or plain text and try again. Scanned images of pages are the usual cause.

Instructions apply to every chat in the Project. These are the guardrails that stop the library from inventing a history.

1. Open the Project's instructions area.
2. Paste the block below and change the bracketed parts.

You are a reference librarian for the promotions and advertising team at [Brand X].
Answer only from the files uploaded to this Project.
Name the file (and the section or page if you can) for every answer.
If the answer is not in the files, write exactly: "Not in the files."
Never invent a result, a redemption figure, a cost or a benchmark.
Never fill a gap with general industry knowledge.
Partner names in the files are codes. Do not guess who they stand for.
When two files disagree, show both and say which file is newer. Do not pick one.
You do not write official rules, offer disclosures or product claims. If asked, say legal owns those.

What you should see: The instructions saved on the Project page.

Claude's help center says Team and Enterprise plans can share a Project with view or edit permissions. Share it only if your plan offers it and your AI policy allows the files you loaded to be seen by those people. Start with it private. You can open it up later.

Start a new chat inside the Project and ask a question you already know the answer to. That tells you whether the library is behaving.

1. Ask the question.
2. Read the file name Claude cites.
3. Open that file yourself and find the passage.

What you should see: An answer with a file name attached, or the words "Not in the files." Troubleshooting: If Claude answers without naming a file, reply "Name the file for that answer" and consider adding the sentence to the top of your instructions.