Guides

Getting Started

Install Coppermind, create your first client mind, and start storing knowledge.

• Claude Projects for Teams
• Client Management
• Client Onboarding
• Glossary
• Installation and Setup
• Interactive Walkthroughs
• Saving Tokens (and Money) in Claude
• Subscription and Billing
• Understanding Client Minds
• Using Claude Projects with Coppermind

Memory & Knowledge

How memories are stored, searched, and organized across your clients.

• Auto-Captured URLs
• Corrections and Feedback
• Document Management and Local Folders
• Document Synthesis
• Ingestion Receipts and Skip Reports
• Knowledge Health
• Knowledge Seeding
• Memory Decay Tuning
• Memory Storage and Search

Meetings & Prep

Auto-generated briefings, follow-ups, and meeting intelligence.

• Client Briefing
• Context Switch Briefing
• Daily Operating Loop
• Interactive Meeting Prep
• Meeting Preparation

Content & Brand

Brand voice, content generation, and document synthesis.

• Brand DNA Management
• Campaign History and Performance Tracking
• Commitment Tracking
• Competitive Intelligence
• Personal Mind and CMO Voice
• Workflow Commands Reference

Team & Sharing

Add VAs and freelancers with controlled access.

• Client Handoff
• Data Privacy and Client Isolation
• Team Sharing

EOS & Planning

Rocks, sprints, L10 prep, and quarterly pacing for EOS teams.

• Agenda Management
• EOS Issues and L10 Meetings
• EOS Rocks, Sprints, and Meeting Management
• Quarter Transition
• Quarterly Planning

Integrations

Connect email, calendars, folders, and other tools.

• Auto-Ingest from Connected Sources
• Automated Loops
• Calendar Integration
• Connect Data Sources
• Connect Slack to Coppermind
• Email Ingestion
• Google Drive Ingestion
• HubSpot Connector
• MCP Connector Skill (/cm-connect)
• Notion Connector
• Transcript and Document Ingestion
• Using Coppermind from claude.ai
• Zoom Connector

Troubleshooting

Fix common issues and verify your setup.

• Design Philosophy
• Error Handling and Troubleshooting
• Health Check and Troubleshooting
• Security and Threat Model

For VAs

• Being the Pulse of the Team
• Being the Second Set of Eyes in a Client Call
• Building Templates and Systems from Your CMO's Patterns
• Feeding Coppermind What It Can't Find Itself
• Following Up So the CMO Doesn't Have To
• Keeping the Meeting Agenda Alive Between Meetings
• Planning Events Your CMO Gets Credit For
• Reviewing AI Output Before It Ships
• The Calendar Behind the Calendar
• The Personal Touch List
• Triaging What Gets Escalated vs. Handled vs. Queued
• When a Client Emails 'Where Are We on X?' - How to Find the Answer Fast

For Marketing Techs

• Checking What Was Promised Before You Build It
• Email Drafts That Match the CMO's Voice
• Executing on a Rock: Pull the Brief, Track Progress, Report Back
• Getting Context on a Client You've Never Met
• Posting Content? Log It Back So the CMO Knows What Happened
• Something's Broken on the Client's Site - Finding the History
• Sprint Check-in: What's Done, What's Behind, What Needs Help
• Writing Content That Sounds Like the Client's Brand, Not Yours

For CMOs

• Handing Off a Client Without Losing Your Client Mind (or Theirs)
• Quarterly Review Prep in 10 Minutes
• Running Your Monday Without Re-reading Last Week's Notes
• Using Coppermind During a Live Client Call
• When You Hire a VA: Getting Them Productive in a Day
• Your First Week with Coppermind: Building the Habit

Other

• Account Management
• Adaptive Learning
• Agent-to-Agent Messaging
• Audit Trail
• Auto-Generated Case Studies
• Background Email Polling
• Behavioral Rules
• ClickUp Connector
• Client Health Scorecard
• Client Mind Templates
• CMO Expertise Profile
• CMO Profile - Your Operating System
• Custom Extraction Prompts (Agency Tier)
• Data Export
• Deep Research Mode (Agency Tier)
• Email Approval Gate
• Email Importance Alerts
• EOS in Coppermind — Complete Guide
• Expert Panel Review
• Fathom Connector
• How to Access Inherited Playbooks from a Previous CMO
• How to Define Custom Extraction Rules for Your Clients
• How to Generate Sales-Aware Content
• How to Prep for Meetings with Smarter Context
• How to Run an Engagement Retrospective
• How to Run Deep Research on a Client
• Microsoft Teams Connector
• Multi-Lens Document Review
• Personal Mind Activation - Your First 10 Minutes
• Post-Meeting Briefing Diff
• Prospect Mind Conversion
• Prospect Research
• Reading Coppermind's Presence Signals
• Referral Program
• Relationship Intelligence
• Reporting Bugs and Requesting Features
• Sales Pipeline Management
• Sentiment Monitoring
• System Knowledge - Shared Marketing Intelligence
• Task Assignment
• Team Tasks: Ping and Respond
• Uninstalling the Old Local Coppermind
• Usage Dashboard
• VA Onboarding Guide
• Workflow Playbooks