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Phase 2 · Cowork Upgrade

Move your Brain into Cowork.

You already built your AI Business Brain (v1) during your Leverage Install. This week it moves out of the chat window and onto your own drive, rebuilt as a structured system your AI can read, write to, and act from. Nothing is retyped. It all comes from one data export.

Once it's installed, it's yours. You edit it, you back it up, you control it.

Get the Cowork Migrator v1.2.0
Download the .skill file, then in Claude open the left menu → SkillsUpload a skill.
What you walk away with · built during the migration
On your drive

A layered Brain

Your system prompt, knowledge files and chat history, rebuilt into private, leadership and team layers your AI reads before it acts.

Included

A Guardrails file

Clear rules for what your AI may do on its own and what to check with you first, so it works with a light touch instead of asking every time.

Yours to keep

Full ownership

It lives on your own drive, not locked in a chat. Yours to edit, back up, and share with your team when you're ready.

The frame for this step. Your Brain v1 lives inside your AI history. We pull all of it from one data export and rebuild it as a proper, layered Brain on your own drive. The migration reads your export, deepens each file from your history, sorts it into private, leadership and team layers, and adds a Guardrails file. You do the setup around it; the plugin does the heavy lifting.
What you need ready: a Claude plan with Cowork (Pro, Max, or Team Premium), the Cowork desktop app set to Opus 4.8 on High, your existing AI Business Brain, and the download above.
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Part 1 of 3

Get your data and storage ready

Everything before the migration runs: request your export, decide where the Brain lives, and get the folder ready. Work top to bottom.

1.Pick your Claude account

Use the Cowork desktop app on Pro, Max, or Team Premium (the phone apps can't run this). If you have both a personal and a Team account, do this in your Team account, that's where a business Brain belongs.

History stuck in your personal account? You can bring it across in one move, but do it deliberately, it's one-way.

How to move a personal account into your Team

Use the migration route, don't cancel your personal plan first. In your personal account go to Settings → Account → Close your personal account. That one step moves your chats, projects, files and memory into the org workspace and cancels your Pro or Max plan automatically, with a prorated refund. Cancelling first loses you the refund and the clean handover.

Two things to check first. If you subscribed through the Apple App Store, cancel that in your Apple ID settings before you start, or Apple's block on third-party cancellation leaves you paying twice. And the move is one-way, so anything genuinely private (estate documents, personal finances, health) is safer left in a personal account than dropped into a workspace your admins can see.

Claude's full guide to moving a personal account →

Done when: you're in the Cowork desktop app, signed in to the account your Brain will live in.

2.Request your Claude data export Do this first

Your whole Brain lives inside this export, and it can take a few minutes to a few hours to arrive, so kick it off now and carry on while you wait. On the web or desktop app (not phone), click your initials bottom-left, then Settings → Privacy → Export data.

On Team or Enterprise? Only the Primary Owner can export, from Organisation Settings → Data & Privacy → Export.

Open your data controls →
Done when: the export is requested and you're waiting on the email.

3.Set Opus 4.8, effort High, Thinking on

The migration reads a lot in one pass, so a lighter model slows down and re-asks questions. Click the model name near the message box and set all three.

Done when: Opus 4.8 is selected, Effort is High, and Thinking is on.

4.Choose where your Brain will live

Pick one. Cloud is the recommendation, so your Brain is backed up and ready to share with your team later.

Google DriveIf your business runs on Google
Microsoft SharePointA team-site library, not personal OneDrive
Your own computerFine to start · no backup until you move it
Done when: you've chosen Google Drive, SharePoint, or local.

5.Install your cloud drive's desktop app Skip if local

Install the sync app and sign in, so the folder lives on your computer.

Google: install Google Drive for desktop. Microsoft: install OneDrive (it syncs SharePoint too, there's no separate SharePoint app), then open your SharePoint library in the browser and click Sync.

Install Google Drive desktop → Install OneDrive →
Done when: the sync app is installed and your drive shows on your computer.

6.Create your Brain folder

Create one folder named _Company CoWork AI Brain in your drive (or on your computer if local). Name it exactly that, underscore and all: the underscore keeps it at the top, and everything from here on assumes that name.

Done when: a folder named _Company CoWork AI Brain exists.

7.Make the folder available offline Skip if local

Cowork reads and writes locally, so the folder must be downloaded to your machine, not stream-only. Google Drive: right-click → Available offline. OneDrive: Always keep on this device. A green tick confirms it.

Done when: the Brain folder shows a green tick.

8.Download and unzip your export When the email arrives

When Claude's email lands, download the ZIP and unzip it. The link only lasts 24 hours, so grab it promptly. If it expires, just request a fresh export.

Done when: you have the unzipped export folder on your computer.

9.Move your export into the Brain folder

Move the unzipped export folder inside your _Company CoWork AI Brain folder.

Done when: the export sits inside your Brain folder.
Part 2 of 3

Run the migration

Point Cowork at your folder, install the skill, and run it. This is the part the plugin does for you.

10.Create your Cowork project

In Cowork, create a new project. You'll see three options. Click Use an existing folder and point it at your Brain folder.

Create a new project
A dedicated place for ongoing work, where context builds over time. Files and instructions stay in a folder on your computer.
+
Start from scratchSet up a new folder with instructions and files.
Import a projectBring a project you made in Chat over to Cowork.
Use an existing folderGive Claude a folder you already work from.
Click Use an existing folder. Not Start from scratch (makes a new empty folder) and not Import a project (your export already holds everything, including your chat history).
Done when: a Cowork project is pointed at your Brain folder.

11.Download the Cowork Migrator skill

Download the skill file. It's a single .skill file. You install it in the next step.

AI Brain — Cowork Migrator v1.2.0
Done when: the .skill file is saved on your computer.

12.Install the skill in Cowork

Upload the .skill file you just downloaded, via Customise → Skills → + → Create a skill → Upload a skill. Same path on both account types.

Team or Enterprise: if Skills are restricted, your Primary Owner enables skills first, then you refresh and it appears.

Done when: the AI Brain — Cowork Migrator skill shows in your Skills list.

13.Run the migration

Start a new conversation in your AI Brain project. Type /, start typing brain-migrate, pick it from the list, then send. Type it, don't paste it.

What's about to happen (so it isn't confusing)

  • It explains what it's doing, then asks a couple of quick questions. Answer in your own words, or tap its buttons.
  • It works in stages: finds your Brain in the export, reads your files and history, then sorts everything into the three layers.
  • It backs up anything already in the folder before it moves a thing, and never deletes your work.
  • It's resumable. If it stops or pauses, run /brain-migrate again and it picks up where it left off.
  • If it asks for a permission (you might see "Operation not permitted" once), approve it and it carries on.
  • It's only finished when it shows the "what went where" map.
Stuck or confused? Paste this into Claude:
I'm in the middle of /brain-migrate and I don't understand what it's asking me right now. Explain what this step is doing and exactly what you need from me, in plain English.
Not sure if it finished? Paste this:
Has my brain migration actually finished? Tell me what is done, what is still outstanding, and the exact next step.
Done when: the migration has started and shown you the project picker.

14.Answer the questions and confirm what it found

It asks a couple of quick questions (where your Brain should live, which machine, and what your firm calls its three levels), then shows a short "here's what I have about you" card, your company name, location, website and what it sees, for you to confirm or correct. It only ever touches the project you choose.

Done when: you've picked your brain and confirmed the details.

15.Review the "what went where" map

When it finishes, it gives you a short snapshot, then a map of every file and where it landed across your three layers, with anything it merged or flagged. Read it. Nothing is deleted; anything already there is backed up first.

Your Brain also gets two working folders: _Unsorted (drop any file or note here and ask Claude to file it) and _Project Workspace (where you and Claude work, so the Brain stays clean).

Done when: you've read the map and your Brain holds the three layers plus a front-door and navigator file.
Part 3 of 3

Finish and go deeper

Lock it in, check it worked, then take ten minutes to fill the gaps. This is where the upgrade goes beyond a move and makes your Brain better than the chat version.

16.Set your AI Brain as your default project Do it once

In Cowork, set your AI Brain project as your default. Every new task then opens there with your Brain loaded, so you never have to remember to switch.

Done when: a fresh "+ New task" opens in your AI Brain project by default.

17.Check it worked Quick three-point test

Ask your AI to do three things. Read test: read one file from your team layer. Map test: show the "what went where" map again, and open one private and one team file, so you can confirm private material sits in the private layer. Gap test: ask "what did you mark as thin or [VERIFY]?", it should name the files that need filling, not pretend the Brain is complete.

If a test fails, it's almost always a sync problem, not a Brain problem. Recheck the sync and available-offline setting.

Done when: all three checks pass.

18.Fill the gaps and enrich your Brain Optional · ~10-15 min

This is where you make it better than the chat version. Ask your AI for a short top-up: it shows what it flagged as thin or [VERIFY], and you hand it more, financial context, a sample proposal, a case study, or one process you keep repeating. It captures what you give it; it never makes things up. Have a book, key PDFs or a bio? Drop them into _Unsorted first and ask Claude to read them.

Paste this to fill the gaps and enrich:
Let's fill the gaps and enrich my Brain. First show me what you marked as thin or [VERIFY]. Then ask me, one thing at a time, for anything that would fill those gaps: financial context, sample templates or proposals, case studies, or a process I repeat. Capture only what I give you.
Done when: you've filled the flagged gaps, or parked them knowing exactly what's left.

19.Open your Brain in Obsidian Optional

Install Obsidian and open your Brain folder as a vault, so you can navigate it visually and see how the layers link together. View only, you don't edit by hand. Useful, not required.

Download Obsidian → Open a folder as a vault →
Done when: your Brain folder opens as an Obsidian vault.
Mac users · a quick tip

Switch off iCloud "Optimise Storage" for the run.

If your Mac has iCloud "Optimise Storage" on, it can quietly move files offline to save space and interrupt your Brain mid-run. Switch it off for now so your files stay downloaded and stable.

Where your Brain can live.

Google DriveRecommended · for Google businesses
MicrosoftRecommended · SharePoint / OneDrive
This computerFine for now · move it later

All your downloads.

By the end of this week
What "done" looks like
Aim for done, not perfect.
Claude data exported, downloaded and unzipped
Where your Brain lives decided, and if cloud, the folder is downloaded and available offline
Cowork Migrator skill installed and your export added to the project
/brain-migrate run: the three layers built and the navigator written
The "what went where" map reviewed
Read test, map test and gap test all pass
Brain upgraded? Up next

Give your AI the keys. Set up your Executive Assistant.

Open the EA setup →