Claude Cowork setup: the only 2 files you need

The video opens by explaining the minimal core logic behind building an AI second brain: just two Markdown files control the whole system. First, create a folder called "Cowork OS" as the system's foundation. Then create a document called "Claude.md" inside it — this is the primary instruction manual the AI reads at startup. This chapter establishes how the entire system works and lays the groundwork for further customization, demonstrating that deep AI personalization is achievable through simple configuration.

This chapter breaks down what the Claude.md file does and how to configure it. The author explains how it acts as the AI's "operations manual," using preset routing rules to guide the AI toward specific tasks. For example, when the user triggers certain keywords (like planning a trip), the AI automatically activates a preset "Travel Workstation" mode. This configuration standardizes workflows and gives the AI a high degree of autonomy when handling complex tasks — a key step in building a personalized AI system.

This chapter covers creating the "memory.md" file and why it matters. The file is dedicated to storing dynamic project progress, past decisions, and important key information, solving the pain point of AI conversations losing memory between sessions. By logging detailed preferences and historical tasks in the file, Claude can call on this history in future interactions to provide highly contextual suggestions. The author uses a travel visa application as an example, showing how the AI can proactively remind the user of steps based on stored memories — greatly improving task continuity and user experience.