Setup

Getting set up

Four things, once per person, about fifteen minutes in total. Do them in order, because each step tests the one before it. If something fails, the fix is almost certainly in the troubleshooting section at the bottom rather than a sign you have done it wrong.

Step 1

Connect Google Drive

About 3 minutes

This is how Claude reaches the client folders. Without it, nothing else works.

Before you start. On Team and Enterprise plans an Owner has to switch Google connectors on for the organisation before anyone can authenticate. If you cannot see Google Drive in the list at all, that is why. Ask Matt rather than assuming it is broken.

  1. Go to claude.ai/customize/connectors.
  2. Find Google Drive and connect it.
  3. Sign in with your @taodigital.org account, not a personal one.
  4. Accept the permissions Google asks for.
Check it worked

Start a new chat and ask: find the Copy Print Services folder in my Drive. You should get the folder back, not an apology.

Step 2

Connect Composio

About 5 minutes, and the fiddly one

Composio does the writing. The built-in Drive connector can read files and create them, but it cannot edit an existing document, which the pipeline needs constantly.

  1. Go to the connectors directory and search for Composio.
  2. Connect it and authorise when prompted.
  3. Then connect the individual toolkits. Composio is a hub rather than a single connection, so connecting Composio alone gives you nothing. Ask Claude in a new chat: connect googledocs and googledrive on Composio. It will walk you through authorising each one.
The step everyone misses

Composio showing as connected does not mean googledocs and googledrive are. They authenticate separately. If Claude reports "no active connection for toolkit", this is why, and it is a two-click fix rather than a real problem.

Check it worked

Ask: list what is in the Copy Print Services folder on Drive using Composio. You should get the three numbered folders back.

Step 3

Get the skill

About 2 minutes

The skill is client-content-foundations. It holds the actual procedure: how to build a voice profile, what goes in a facts bank, the question bank, the interview rules. It loads itself when it is relevant, so there is nothing to remember once it is on.

  1. Go to Customize then Skills.
  2. Look under Organization skills or Shared with you for client-content-foundations.
  3. Toggle it on if it is not already.
Do not install your own copy

If you download the skill file and add it yourself, you get a private snapshot that never updates. When the shared version improves, yours will not, and two people will get different answers to the same question. Always take the shared one.

Check it worked

Ask: what would we need to set up content foundations for a new client? The answer should mention a voice profile, a facts bank and a no-go list. If it gives you a generic marketing answer, the skill is not on.

Step 4

Join the project

About 1 minute

The Content Pipeline project carries the house rules, so every conversation in it already knows where client files live and what we never do. It also means your work is visible to the rest of the team rather than sitting in your own chat list.

  1. Open Projects in the sidebar.
  2. Find Content Pipeline and open it.
  3. Do your pipeline work inside it from now on.
Check it worked

Ask inside the project: where do Copy Print's foundation files live? It should name the Claude Shared Folder and the 01-foundations folder without you explaining anything.

Troubleshooting

When something breaks

All of these have happened. None of them mean you have done anything wrong.

Google Drive

"Access blocked: your institution's admin needs to review Claude for Google Drive"

A Google Workspace setting, not a Claude one. An admin needs to go to admin.google.com, then Security, Access and data control, API controls, Manage third-party app access, add Claude as an OAuth app and mark it Trusted. Allow about fifteen minutes for it to take effect.

"You may need to reconnect with your Google Drive account"

Go to Customize then Connectors, open the Google connector, disconnect, then trigger any Drive action and you will be asked to sign in again.

Claude cannot find a file you know exists

Usually a permissions gap rather than a fault. Claude only sees what your account sees, so check you personally have access to that shared drive.

Composio

"No active connection for toolkit"

That specific toolkit is not authorised yet. Ask Claude to connect it by name and follow the prompt.

A document gets created but opens completely blank

A known quirk: creating a document can report success while discarding the content. Ask Claude to write the content into the existing document and then confirm the character count. It knows to do this, but say so if you see a blank file.

A new document appears in your own My Drive rather than the client folder

Same quirk, different symptom. Composio ignores the folder argument when creating. Ask Claude to move it, and it will.

The skill

Answers feel generic and ignore our rules

The skill is probably off, or you are outside the project. Check both. The quickest tell is whether it mentions voice profiles unprompted.

Two people get different answers to the same question

Someone is running a private copy of the skill instead of the shared one. Delete the personal version and enable the shared one.