DISTILL & SHARE / BRAINS

One person learns.
The whole team can build on it.

Turn useful decisions, lessons, and working material into shared intelligence. A Brain keeps that context around an account, project, or team, so the next person and their agent can build on what the business already knows.

Turn useful decisions, lessons, and working material into shared intelligence. A Brain keeps that context around an account, project, or team, so the next person and their agent can build on what the business already knows.

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● ● ●Brains / Northstar accountShared context
BRAIN · SHARED WITH YOUR TEAM

Northstar account

Customer priorities, demo decisions and lessons from the work.

The team’s current understanding, drawn from the material in this Brain.

KEY TOPICS
Approval handoffsExisting CRMDemo preparation
DECISIONS & CONVENTIONS
Show the approval handoff.

Use the existing CRM to show an approval moving between teams.

Source · customer demo brief
LESSON LEARNED

A working first screen does not prove the handoff works. Test the full workflow.

From a conversation to shared understanding.

A Brain brings the useful context around one area of work into a place your team and agents can return to.

01

Orient before you search

The overview brings together key topics, decisions, working practices, and lessons to watch for. People and agents can understand the context before looking for specifics.

02

Keep the material behind the answer

Contents brings together saved outputs, documents, and agent sessions. Follow the overview back to the source to understand the reasoning and evidence behind a decision.

03

Keep what happened. Retain how it worked.

Memory captures facts, decisions and procedures with their context. Retain how a task was completed and the lesson learned, so the next person and their agent can build on it.

04

Share around the work

Organize a Brain around a project, customer, or team. Set read, edit, or admin access for the people who need it, so shared context reaches the right teammates.

The next agent does not
have to start from zero.

“Build the demo around the customer’s approval workflow. Keep their existing CRM.”

“Build the demo around the customer’s approval workflow. Keep their existing CRM.”

The account executive’s discovery notes shape what the solutions engineer builds. The next agent can use the customer’s priorities, the demo decision, and the tested handoff procedure.

NEXT / ENFORCE

Make the lesson part of how your team works.

You’ve captured the lesson and shared its context. Now turn that knowledge into reviewed guidance and controls that help your team’s agents put it into practice.

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