Move your context into Claude.

Switching primary AI tools shouldn't mean losing months of accumulated context about your clients, your deals, and your preferences. A structured export-and-reimport process rebuilds that context inside Claude Projects instead of starting from zero.

Don't start from zero. Rebuild the context.

Months of back-and-forth with an AI tool build up real context: how you like things phrased, what a client's situation actually is, which assumptions you've already corrected. None of that transfers automatically when you switch tools, and most people just start over and lose it.

Export. Distill. Reimport.

01

Export what you can

Most chat tools offer a data export. Pull the conversations that hold real client or deal context, not the throwaway ones.

02

Ask Claude to distill it

Paste the export and ask Claude to extract the standing facts, preferences, and corrections worth keeping, in a compact format.

03

Rebuild it as Project instructions

Turn the distilled output into a Project's standing instructions, so every new chat inherits the context without you retyping it.

04

Prune as you go

Not every old exchange deserves to survive. Keep the facts that would change an answer, drop the rest.

The distillation prompt

Here is an export of my past conversations with an AI assistant about my clients and deals. Extract the standing facts, preferences, and corrections worth keeping permanently. Ignore one-off questions and outdated context. Output a compact brief I can paste into a new Project's instructions.

What it still gets wrong.

i.

Not everything is worth carrying over

Old context can be stale or simply wrong by the time you rebuild it. Review before you paste it in as fact.

ii.

It's a one-time project

Budget real time for this the first time. Every future switch should be faster once you have a repeatable distillation prompt.

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