Who this checklist is for
This Claude settings checklist is for anyone who uses Claude at work and has never opened the settings: owners, managers, sales and accounts teams. Most people type into a fresh chat every time and explain their business again and again. A few settings change that, so Claude starts each chat already knowing your work.
Use it the next time you open Claude, or when you set it up for your team. Each item below says what to do and what you get. Some features are in beta or depend on your plan, and on a work plan your admin may need to approve them. Never add passwords, ID numbers or client data you are not allowed to share.
The 8 settings, in the order of the reel
Turn on Memory in Settings: it remembers how you work
With memory on, Claude remembers things like your team, your projects and how you like answers, across chats. You stop repeating the same background every time.
Open your memory: edit or delete anything it saved
You can read what Claude remembers about you at any time and change or remove it. Check it once a month so it stays correct.
Keep health topics out of memory unless you opt in
Sensitive topics such as health stay out of memory unless you choose to include them. Leave that off for a work account.
Make a Project per client: add their files just once
A Project is a workspace for one ongoing piece of work. Add the files Claude should always have, such as a client's contract, price list or brief, and every chat in that Project starts with them.
Write Project instructions: every chat follows them
Each Project can have a few lines of instructions, such as your tone, the format you want or the rules to follow. Every chat inside the Project uses them without being told again.
Open Settings, then Reflect (beta): a monthly recap
Reflect is a monthly recap under Settings, still in beta. Look at it at the start of each month to see how you have been using Claude.
On a work plan? Ask your admin to approve connectors
On work plans some connectors need an admin to approve them first. Ask once for the ones your team needs, such as Gmail, Google Drive or Microsoft 365.
Connect Gmail and Drive: Claude reads them when asked
Under Customize, then Connectors, you can link apps such as Gmail, Google Drive, Calendar or Microsoft 365. Claude can then read them when you ask, for example to find a file or sum up a thread, instead of you copying and pasting.
Questions about Claude settings
Where do I turn on Claude's memory?
What is the difference between memory and Projects?
Is it safe to connect Gmail or Google Drive?
Want AI working inside your business, not just in a chat?
Book a digital audit. We will look at the work your team repeats every week and show which parts AI and automation can take over.
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