You already solved this. In 2023. Somewhere.
Turning years of decks and notes into something the whole firm can ask questions of.
We are pitching a furniture retailer with slow stock. Find past engagements like this and tell me what worked and what did not.
Claudefinds past projects with the same problem
Geminiquestions whether each one really applies
Codexbuilds a searchable list of past work
Playbook: slow stock
- Bundle offers beat blanket discounts in 2 of 3 cases
- Staff incentives failed without weekly numbers
- See: Harbour Home project, final report
A new client describes their problem and you feel it straight away: you have seen this before. A retailer, two years ago, almost the same situation. The work was good. It is in a slide deck, in a folder, on a laptop that belongs to someone who has since left.
- Proposals start from zero every time
- What a consultant learned leaves when they do
- New hires interrupt seniors for every answer
Try it yourself in Luminair
Six steps. No setup beyond the AI plan you already have.
- 1
Install Luminair and sign in
Download Luminair and open it. Go to Settings → Models → Add account and sign in with an AI plan you already pay for, like Claude, ChatGPT or Gemini.
- 2
Make a folder for this job
In the sidebar, choose New folder… and name it “Firm playbook”. Then choose New session in this folder. Everything for this job stays together.
- 3
Bring the information in
You need: past project reports, call notes and the new client brief. Connect Fathom, Zoho CRM and Asana in Settings → Connectors, or export the files and drag them into the chat.
- 4
Ask for the result
Paste this into the session, or say it in your own words:
We are pitching a furniture retailer with slow stock. Find past engagements like this and tell me what worked and what did not.
- 5
Get a second opinion
Pick a different model in the model picker and ask it to check the first answer:
For each past project listed, is it really similar, or only on the surface?
- 6
Make it repeat
Open Flows → New and add the steps: Read this month's new client notes → Pull out problems, approaches and results → Update the shared playbook. Choose when it runs, like every Monday at 09:00. Nothing is sent or changed until you approve it.
How it plays out
Work where it is remembered
Give each client a Project Folder. Interview notes, transcripts, drafts and the final report all live there, and the useful conclusions go into Journal as you work.
Build the playbook as you go
A scheduled Flow reads what was added this month and updates one shared playbook: the problem, what you tried, what worked, what did not.
Ask the firm, not a person
Starting a new engagement, ask for similar past work. You get a summary with pointers back to the original notes, so you can check the detail yourself.
You stay in charge
Client confidentiality is yours to set. Keep each client in its own folder, and share only the lessons you choose with the wider team.
The tenth engagement is faster than the first, and the person who joined last month can answer like someone who has been there for years.
Sign in with the AI plan you already have and start with this job.