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Before you connect AI to anything, decide where each type of information live, and never let it live in two places. Alane Boyd and Micah Johnson tackle the biggest mistake teams make when implementing AI tools like Claude.

If you've ever wondered why your AI gives inconsistent answers or pulls outdated information, this episode reveals the culprit. The hosts get real about why downloading files and re-uploading them to AI projects creates chaos.

In this episode, you'll learn:

• How to establish a single source of truth that works for both humans and AI
• Why duplicate files kill AI accuracy before you even realize it's happening
• The knowledge layer approach to connecting AI with your existing systems
• Real examples of what goes wrong when information lives in multiple places
• How to properly connect Claude to SharePoint, Google Drive, and other storage without creating copies
• Why standardization isn't optional when AI tools are part of your workflow

If you're ready to stop making AI guess where to find information and start giving it access to the right source, this episode shows you exactly how.

Upcoming Education Sessions:

• Free Claude Cowork Webinar
• Free Claude Cowork Masterclass
• Claude Deep Dive Series

Tools/Platforms Mentioned

• Claude
• SharePoint
• Google Drive
• Dropbox
• Box
• PM Tools: ClickUp, Asana, Monday.com
• Grain
• Microsoft 365
• Ignite
• Rippling
• Pipedrive
• Obsidian
• Trainual

Learn More about our AI Agent + RAG Cohort:

Not sure how to get started with AI? Join our 4-week AI Agent Development Cohort, where you’ll build real AI agents and automation. No technical background required.

The July 20th cohort is filling fast. Save your spot and sign up today.

This episode is brought to you by Biggest Goal.

Every quarter your team spends evaluating AI is a quarter your competitors spend shipping. Most leaders feel the pressure but get stuck between ignoring AI and getting it wrong. More tools and more demos won't fix it. What actually works is hands-on training for the people doing the work.

Our workshops align your leadership team on a shared AI roadmap. Our 4-week cohort get your teams building real AI agents, and automation workflows. And our ongoing groups keep leaders and builders sharp long after the cohort wraps.

Upcoming Sessions:

• Claude Cowork Masterclass
• Claude Deep Dive Series

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• Community

Disclosure: Some links are affiliate links, meaning we may earn a commission at no extra cost to you. Thanks for supporting the podcast!

For more information, visit our website at biggestgoal.ai.