Brain Sources
Upload your methodology, frameworks, and positioning documents to give Brain deep, permanent knowledge of how you think and work. Consider the Productised brain as our built-in response to Claude - where you upload all information, give the AI context, and each session it remembers.
If you would rather only upload/connect your data to Claude instead of using the Productised Brain, use the Claude Connector to create, edit, and deploy AI products instead.
There are two places knowledge lives in Productised — and they serve fundamentally different purposes.
The Knowledge Power is per-product. You attach it to a specific AI product on the canvas, and it grounds that product's conversations and outputs in your documents. It operates at the product level — what one product knows.
The Brain Knowledge Base is workspace-wide. It's the strategic context Brain draws on across every conversation — not just one product, but all of them. Upload your methodology, your frameworks, your positioning documents, and Brain will use them every time it advises you. This is the difference between an advisor who knows your CV and an advisor who has read your entire body of work.
Same underlying capability. Completely different scope.
Why this matters for coaches and consultants
Most coaching and consulting businesses are built on proprietary intellectual property. Your signature framework. The diagnostic model you've developed over a decade of client work. The transformation sequence that makes your programme different from every other coach in your niche. The way you segment clients into profiles and the distinct approach you take with each one.
This intellectual property lives in your head. When you bring a new team member on board, you have to transmit it manually — through conversations, documents, training sessions. When you brief a marketing team, you start from scratch every time.
Brain's Knowledge Base changes this. Upload your IP and Brain has it permanently — available in every strategic conversation, used to ground every product recommendation it makes. Instead of generic advice shaped by what AI knows about coaching in general, you get recommendations shaped by your specific methodology and the way you specifically operate.
What to upload
The Brain Knowledge Base is for strategic and methodological context — the material that shapes how you think about your business and your market. Strong sources to upload:
-
Your core methodology or proprietary process — the steps, the principles, the frameworks
-
Client transformation frameworks — how you describe the journey from problem to outcome
-
Positioning documents — your ideal client profile, your unique angle in the market, what you stand for
-
Offer documentation — your product suite, your pricing tiers, what's included and why
-
Market research and competitor analysis — how the landscape looks, where you've chosen to differentiate
-
Case studies and client outcome summaries — the specific results your work produces and for whom
-
Frameworks and models you use with clients — anything you've built that structures how you approach problems
-
Any document that captures how you specifically think about your niche
If you wouldn't want a strategic advisor to be without it, it belongs in the Knowledge Base.
The Sources tab
The left panel in Brain includes a Sources tab listing all the documents and URLs you've added. Each entry shows the file name and the amount of content indexed. You can remove individual sources at any time.
How to add a source
Open the Sources tab
In the Brain left panel, select the Sources tab.
Upload a file or add a URL
Drag and drop a file onto the upload area, or click to browse. Supported file types: PDF, TXT, MD, CSV.
To add a web page — your about page, a methodology write-up, a published framework — paste the URL into the URL field and confirm. Brain will scrape and index the page automatically.
Wait for indexing
Each source is processed and indexed after upload. Once indexed, Brain can draw on it in any future conversation.
How Brain uses your sources
When you ask Brain a question, it doesn't read every document from start to finish. It vector-searches your sources for the chunks most semantically relevant to what you're asking, and weaves that context into its response.
You don't need to tell Brain which document to look in. You don't need to reference sources by name or quote from them. Brain finds the relevant passages automatically, based on what the conversation is actually about.
The practical effect: a Brain that has read your four-step transformation framework will give you fundamentally different product recommendations than one working from a blank slate. It will suggest how to productise each step. It will identify which step produces the most compelling lead magnet. It will spot where the framework could be delivered as a diagnostic versus a document versus an advisory session. The methodology is the raw material — Brain shows you how to build products from it.
The relationship between Sources and Memory
Sources and Memory are complementary. Memory is automatic — it builds up from your conversations over time. Sources are intentional — you decide what to add and when.
Think of Memory as what Brain has learned by listening. Think of Sources as what Brain has learned by reading. Together, they form a complete picture of your practice that no generic AI tool can replicate, because it's built from your specific intellectual property, not from what AI knows about coaching businesses in general.
Source limits by tier
| Plan | Sources |
|---|---|
| Starter | 25 |
| Pro | 100 |
Brain Knowledge Bases are workspace-wide. The Knowledge Power is product-specific. Use Brain's Knowledge Base for strategic and methodological context — your frameworks, your positioning, your market research. Use the Knowledge Power to ground a specific product's outputs in your documents. They're complementary, not interchangeable.