Auditing the Identity File

Earlier, I shared advice on writing an identity file. The Rundown adds a review portion to this with a great suggestion:

Step-by-step:
First, prompt Claude: “Audit your context and memory assumptions about me. Put them in a table with what you believe, why you believe it, your confidence level, and whether each item is confirmed. Cover my role, priorities, KPIs, tools, workflows, and anything you may be over-weighting from old chats or projects”
Review the table for stale assumptions, side projects, one-off tests, or personal questions Claude may be treating like real work
Turn the audit to an interview: “Now interview me about the assumptions, outdated items, and unknowns from that audit. Ask in rounds. Use MCQs wherever possible. After each round, summarize what changed”
Answer the questions and tell Claude to update its memory and create a report of the interview with next steps to improve AI workflows and habits.
Save it
Pro tip: Ask Claude to turn this audit, interview, and report process into a reusable skill. Rerun it every quarter, so Claude’s context stays aligned with your priorities.

The idea of making it a skill that can be revisited regularly really improves this process and should be copied with context files concerning your business and goals.

Photo by Andy Barbour on Pexels.com

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