I've been teaching groups of business owners how to use AI with their own files, and the gaps are more basic than I expected. At one session I showed how to set up a project in ChatGPT or Claude with a folder attached. The project holds what the AI knows about your business and the work you've already done, so you're not starting from zero with every new chat.
A few people in the room couldn't add the folder. They were using ChatGPT in a browser tab and didn't know there was a desktop app. Once they switched, the AI could keep their files and past work. They didn't need a better prompt. They needed the app and a little training.
Do you open AI in a browser tab or in the app? If you're not getting the AI memory results you were hoping for, that might be worth fixing, and I can help.