Project

Deliverables

The working documents for your AI operations build. Pages are added here as each piece goes live.

Prepared by Krate Solutions
Updated 08.25.2026

01 The drawing set

Sheet 1 · Rev C
AI System Map
How everything pipes together: your Claude seats, the shared brain, automation, connected accounts, and where the memory lives.
Open the map →
Sheet 2 · Rev A
How It All Works
The workflow drawings. What goes in, where it is held, and who signs off. Includes shared versus private projects and how the brain gets built.
Open the drawings →
Sheet 3 · Rev C
The House Standards
One set of rules for colors, type, file names and documents, so everything anyone at Live Oak makes looks like it came from the same company.
Open the standards →
Sheet 4 · Rev A
How the Brain Learns
The loop in five steps: your business written down, read back, corrected once, and remembered by every seat at the same time.
Open the drawing →
Sheet 5 · Rev A
Getting Started
First sign-in to daily habit. Your tools, how to work inside a Project, and the one rule that makes the whole thing work.
Open the guide →

02 Brand

BrandLocked
Brand Direction: Heritage
Live Oak's warmer cream and maroon. Palette, type, and a sample post in the voice, so everything from here is built on one set of colors.
Open the direction →

03 Tools

Tool · Whole team
Teach the Brain
Know something the AI should know? Drop it here and every seat learns it within minutes.
Teach it something →
Tool · Richard
Approvals
Rule and policy changes the team has filed, waiting on Richard's say-so. Approve or turn down right on the page.
See what's waiting →
Guide · Whole team
Working with the Brain
Where your files actually save, how to teach the brain a whole document, and how approvals work.
Read the guide →
Tool · Whole team
Document Shelf
The current approved version of every template and standard document. Pull from here, never from an old chat.
Open the shelf →
ConsoleComing soon
Operating Console
One screen for the quarterly priorities, the scorecard, and the issues list, built from the scope session. Not ready to hand over yet.
In progress