AUTOMATION FLOW

The 2-Person Enterprise

Everything from our 2-Person Enterprise talk, summarized in one place. All the practical tools and prompts that make a business more AI-native.

Liked the talk? We post how we actually run this on LinkedIn: Shahar Heli
Part 1

Our methodology

Capture · Brain · Act

An agent is a language model that gets context and can act in your systems. Under the hood it's a few markdown files: instructions, context, and a link to your knowledge. No magic.

Every agent we run stands on the same three layers, in this order.

Capture
Every meeting, email and call gets transcribed and saved. What isn't recorded doesn't exist.
Brain
The information turns into linked data. One source of truth that knows what's going on.
Act
Agents that read the Brain and do the work. Marketing, proposals, finance.

The middle layer is the one that makes the difference. Without it you have a pile of documents. Part 2 is where you build it.

Part 2

Let's build it

Build your second brain

This is where we started. The pattern is the LLM Wiki, by Andrej Karpathy: Claude writes and maintains the wiki, you steer. One folder of markdown files. You read it in Obsidian, a free notes app that shows your files as a linked graph. Claude Code writes the files, Obsidian is how you look at them.

Before you start

Install Obsidian (free) and Claude Code (desktop app, no terminal needed, runs on a paid Claude plan). That's the whole toolkit.

Step 1: clone the starter

Start from our starter, not a blank folder. It already has the CLAUDE.md schema, the folder structure, the skills, and the full guide inside. Copy this, paste it in your terminal:

git clone https://github.com/automation-flow/cba-starter business-brain
cd business-brain

See the starter on GitHub

Open that folder as an Obsidian vault, then open Claude Code inside it.

Step 2: tell Claude let's go

In Claude Code, run /onboard, or just type "let's go, set this up with me." From here you mostly answer questions. Claude:

  • interviews you one question at a time, then writes your CLAUDE.md and the first wiki pages;
  • offers to connect your tools, one at a time, when you're ready;
  • turns on sync so the vault backs up and shares with your partner on its own.

Plan for about an hour. Most of it is you answering questions while Claude does the typing.

What "let's go" connects for you

You sign in and approve, Claude wires the rest. No API keys.

Drive Proposals, docs and meeting transcripts flow in on their own.
Gmail Client threads land next to the client they belong to.
Calendar Every meeting becomes context your agents read before they work.
Team sync Your vault backs up and shares with your partner automatically.

The most useful Claude Code skills

A skill is a saved instruction set that teaches Claude how to do one thing your way. Install it once, then trigger it with a slash command like /humanizer, or just ask in plain words and Claude picks the right one. These eight are the ones we reach for every day.

1
Skill Creator

The skill that writes skills. You describe the job in plain words and it builds the slash command and the instructions for you. Start here. Everything below gets easier once you can mint your own.

/plugin install skill-creator
2
Superpowers

Gives Claude a working method instead of a guess. It plans before it codes, writes tests, reviews its own work, and spins up a fresh subagent per task so context stays clean.

/plugin install superpowers@claude-plugins-official
3
Context Mode

Keeps long sessions sharp. It does the heavy reading in a sandbox and hands back only the answer, so Claude stays focused across hours of work instead of drowning in its own context.

/plugin marketplace add mksglu/context-mode/plugin install context-mode@context-mode
4
claude-mem

Memory across sessions. Claude remembers what you did yesterday and keeps your docs current as you work, so you stop re-explaining your project every single morning.

/plugin marketplace add thedotmack/claude-mem/plugin install claude-mem
5
Review / Ultra-Review

A second pass over your code before it ships. It hunts the bugs and edge cases you missed and reports back with fixes. Built into Claude Code, nothing to install.

built in
6
Codex for Claude Code

A second AI model you drive from inside Claude Code. The best thing we've found for tests: it writes the cases Claude skipped and double-checks the work before it ships. Two strong models catching each other's misses.

/plugin marketplace add openai/codex/plugin install codex@openai-codex
7
Frontend Design

Turns Claude into a real frontend designer. It builds polished, production-grade UIs with actual taste, so your pages come out looking designed instead of generic.

/plugin install frontend-design@claude-plugins-official
8
Humanizer

Strips the AI fingerprint out of anything you write. Install it once, say "humanize this", and your copy stops sounding like a robot typed it. The one we run on everything we publish.

git clone blader/humanizer

Two commands worth knowing

Skills aren't the only thing you trigger with a slash. These two Claude Code commands earn their keep from day one:

/insights

Generates a report on your own Claude Code sessions: which parts of the project you work in, how you and Claude interact, and the friction points worth fixing.

/goal

Name the outcome you want and Claude keeps working until it's done, instead of stopping after one step and waiting on you.

The Humanizer, up close

It's the skill we run on every word that leaves the building. Clone it, drop it in your skills folder, and Claude rewrites anything that smells like a machine wrote it. Give it feedback as you go, correct the lines that don't sound like you, and over a few weeks it settles into your actual voice.

mkdir -p .claude/skills && cd .claude/skills
git clone https://github.com/blader/humanizer
Before

"We don't just build agents, we build a robust infrastructure that empowers lean teams to unlock their full potential and seamlessly scale."

After

"We build the infrastructure under the agent. That's the part that makes it actually work, even with two people."

Meeting-prep: a client profile before every call

Give it a name and a company, get a full client profile instead of an hour of prep. Our rule: every claim has a source, and anything not public gets marked "to verify in the discovery call". Output comes back in Hebrew when the name is Hebrew.

How it works

  1. Confirms on LinkedIn that the person actually works there now.
  2. Researches the company live, news from the last 12 months, products and stack, with sources.
  3. Reads the last 60 days of their posts for themes, tone, and ice breakers.
  4. Assembles an 8-part profile into our Word template.

The profile template, 8 parts

1 · Key contacts
Name, role, responsibilities, place in the decision, personality notes
2 · Company details
Site, location, industry, size, products
3 · Systems & infrastructure
CRM/ERP, tools, integration constraints
4 · Challenges & pains
Business and tech blockers, trigger event
5 · Goals
Short term, long term, KPIs
6 · Budget & timeline
Budget estimate, decision timeline
7 · Decision structure
Final authority, stakeholders, criteria
8 · Research & talking points
LinkedIn and news findings, ice breakers

We packaged the whole thing — the detailed agent and the Word template — as a public repo. Clone it, point your own agent at it, and you get the same 8-part profile shape we run before every call.

Get the agent + template (public repo, MIT)

The agent in the repo is the production version with our internal plumbing removed — full research protocol, LinkedIn validation, and a strict no-fabrication audit. Clone it and run it with your own tools.

Don't forget about security

Once an agent can act on its own, send email, move money, message a client, the stakes change. Two habits keep you safe.

Instructions are not capabilities.

Telling an agent "never send email" is weaker than simply not handing it a send-email tool. Scope what it can touch. One team we know had an agent read a line of a task list as "send these," and it pushed promos to 150,000 inboxes nobody approved. It just could.

Keep your keys in a vault.

In practice: put every API key and token in 1Password, never in a file in the repo and never pasted into a chat. It has a CLI and secret references, so an agent uses a credential without the raw value ever sitting in your code or your git history. If a key ever leaks, rotate it.

The tools we use

Mapped to the three layers. Most of it has a free tier, start there.

Going deeper, for the technical folks

Agent frameworks, when you outgrow n8n
LangGraph · Pydantic AI · Google ADK · Agno · awesome-LangGraph
Memory, so the agent remembers across sessions
Graphiti · Supermemory · Agent Memory Techniques
Internet access
Tavily · Firecrawl · Bright Data · browser-use · Scrapling
Before you install a skill or MCP, scan it
repo-forensics · Gitleaks
The plumbing: commands, connections, sync and schedule

You don't need any of this to start. Claude sets it up with you when you say "let's go". It's here for when you want to see the machinery, or do it by hand.

The commands the starter ships

Skills that come ready the moment you clone, the Capture-Brain-Act loop:

/onboard First-time setup. Interviews you, builds the wiki, offers to connect your tools.
/pull Capture. Fetch new data from a source into raw/.
/ingest Turn raw files into linked wiki pages.
/query Ask the wiki anything, answers with citations.
/lint Health-check: orphans, broken links, stale pages.
/daily The full loop: pull, ingest, summarize.
/readiness Score your brain across Capture, Brain, Act.

Connect your own systems

Most tools connect as a connector with a browser sign-in, no API keys. Add it at claude.ai/directory, sign in, and it shows up in Claude Code. From the terminal it's:

# add a remote connector, then sign in
claude mcp add --transport http <name> <url>
/mcp        # finish the browser sign-in, see what's connected

Connectors exist for Drive, Gmail, Calendar, Slack, GitHub, Notion and more. When a tool has no connector, a pull script keeps a local copy in raw/ instead. Easiest path: ask Claude "connect my calendar" and it walks you through.

Team sync, the Obsidian Git plugin

The vault lives in git, and one Obsidian plugin keeps the team in sync. In Obsidian → Settings → Community Plugins → search "Git" (by Vinzent03) → Install → Enable. The starter ships these settings pre-baked, so a reload picks them up:

autoSaveInterval5Commit your changes every 5 min
autoPushInterval5Push to GitHub every 5 min
autoPullInterval10Pull your teammate's changes every 10 min
autoPullOnBoottruePull the latest the moment you open Obsidian
pullBeforePushtrueAlways pull before pushing, avoids most conflicts
syncMethodmergeMerge, not rebase, safer for a shared vault

Edit anything → committed within 5 min → pushed within 5 → your teammate pulls it within 10. Open Obsidian in the morning and yesterday's edits are already there.

Keep it fresh on a schedule

The starter ships scripts in scripts/. A morning run pulls fresh data, an evening run pulls again, lints, and pushes the day's changes. On a Mac, schedule them with one command (Sun-Thu, 8am and 9pm):

./scripts/install-launchagents.sh

On Linux, point cron at the routine scripts. Set it once, the brain stays current on its own.

A word on security

This vault holds your whole business, so keep the GitHub repo private. Two rules keep you safe: the raw/ folder (your real emails, docs, transcripts) stays git-ignored so it never leaves your machine, and credentials and API keys live in a git-ignored env file or a password manager, never committed.

Conventions that keep it clean

Every name is a [[wikilink]]
People, clients, projects. The links are where the value is, Obsidian draws the graph from them.
Frontmatter on every page
A small YAML block: type, tags, created, updated, sources. Claude fills it, you read it.
raw/ is immutable
Only the pull scripts write there. Never hand-edit a source file.
Tell Claude to rename, not you
Renaming a file by hand breaks wikilinks across the vault. Ask Claude, it fixes every link. Editing text inside a file is always safe.

Want to make your company AI-native?

That's the part we do. Tell us where your business loses the most time, and we'll show you the first agents worth building with you. Solo founder or a full team, let's talk.

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