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What you'll accomplish

By the end of this guide, you'll have a Claude Project set up with your company's voice guidelines, return policy, and FAQ content uploaded as reference documents. Every conversation in this project will produce drafts that sound on-brand and cite correct policy — without you needing to explain company specifics each time.

What you'll need

  • Claude Pro subscription ($20/month at claude.ai)
  • Any company documents you want Claude to reference (style guide, return policy, FAQ, sample approved emails) — PDFs or text files
  • Time needed: 45-60 minutes to set up; 5-10 minutes per document uploaded
  • Cost: $20/month (Claude Pro)

How-To Guide: Build a Claude Project That Knows Your Company

Step 1: Sign up for Claude Pro and access Projects

  1. Go to claude.ai and create an account (or log in)
  2. Click "Upgrade" to subscribe to Claude Pro ($20/month)
  3. After subscribing, look for "Projects" in the left sidebar

What you should see: A "Projects" section in the navigation with a "+" or "New Project" option. Troubleshooting: Projects may take a moment to appear after upgrading — try refreshing the page.