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466 contributions to Clief Notes
Anyone in the due diligence space?
I’m building out an ICM architecture for a PE firm catered towards making due diligence easier and more efficient, I wanted to reach out and see if anyone here is in that space or worked close to it and even any tips you’d have for the correct folder structure/processes. I know a bit but knowing more on your guys’s process would be unreal thanks!
2 likes • 5d
Which part are they trying to improve first: finding evidence, comparing documents, or reviewing the final write-up? I'd pick one of those and work backwards from a finished example so the folders follow the team's actual process. I'd also keep original documents separate from AI-generated notes, with source links in the notes so a reviewer can check them.
1 like • 4d
For finding evidence, James, I'd test the retrieval before adding more structure. Ask someone at the firm who does the work for a small set of questions and the exact passages they'd expect back, then check whether the system finds those and shows where each answer came from. Include a question the documents can't answer, so it has to say the evidence is missing. That tests document navigation without treating it as the due diligence judgement. Can someone there help you put that test set together?
Distraction
I've been building my second brain for a a couple of weeks now. I'm trying to use it to help me be more organized in my business but I feel like I'm getting more distracted. Does anyone have some tips on this situation? I'm sure it's happened before to somebody else.
1 like • 6d
From my experience of building this myself, it's easy to get lost, and the key for me was finding the exact purpose and what the end condition looked like in terms of. Functionality that would be achieved from this. You need to answer that explicitly first, and have that as a markdown for you and the agent to look at throughout. And it may change, but it's just important that you have that and make sure that every message you're sending into the agent is aligned. Mine was more scoped to reasoning traces and finding out. A way to structure this, how it would work on the back end, how to backfill all the information, how to store the certain records, how to ingest the information from research papers, and there was just so much going on along with my own personal input and trying to understand it all. So my question to you, Brock, is what is the outcome that you want from this - And also, what is it that you're doing in the business that you feel warrants this? Be specific with that because I'm interested and happy to talk more.
1 like • 5d
That helps, Brock. I'd keep capturing thoughts simple for now: one place to drop them and a regular review, so the dashboard doesn't become another thing to build. For the business side, pick one repeated job you currently do yourself and describe what starts it and what a finished result looks like. What's one task in the fleet maintenance business that you'd most like to take off your plate?
I built a visual representation of my harness. what it revealed
After months of building, I decided to finally separate my dashboards. A clean cut between the ones that are shared, the ones I work with, and the one that is meant to oversee the systems that power it all.. I'm surprised by how much it revealed about the underlying system. Lots of it was cleaned up in a follow-up audit. Processes with where nothing reads its output were retired. Processes that had no clear reason for being were investigated and either patched or retired. But the bigger reveal at the moment is how unmanageable it all is.. or how unstructured rather. Each subgroup is sort of like the workfolder managing a folder... and the folders, well they're just not well defined. It's all ICM but it lacks structure and separation - so that the visual clues and actually inform about the health of the processes beneath it. This is how it looks today.. Tomorrow it should be a little more clearly defined. How do you keep tracking of all of your scheduled tasks and automated processes?
I built a visual representation of my harness. what it revealed
1 like • 5d
The shared-folder locks sound like the next thing to make visible: which process holds each lock, and how long the others wait. Are the blocked jobs trying to edit the same files, or are some only reading a folder that's locked for a different write?
Belated intro
Hey Clief Notes fam! 👋 I'm Yasuko (pronounced yas-ko) and I'm inspired to be here. 🙋 A little about me: I'm a techie (AI, networking, cyber, infosec) and an identity level transformational coach 🎯 My current goal: Levelling up my business to do more with less of me. 💪 What I'm currently building/working on: I'm busy converting my AI course for non techie female founders into an ICM structure and use skills rather than chatbots so they can use their own AI to build their ICM and agents. Building a dashboard and content app that creates content that is so authentically you. 🤔 My biggest struggle or question right now: How to structure the interview questions to go into the content app to get the depth of the person using it. How to use JEV to classify the different content cards which the app is built on to create content. And after the last Afternoon tea call when Jake talked about JEV, I managed to get into transform.ai by completing the questionnaire they prompt you with, yeay!🙌 Let's get it! 🚀
0 likes • 7d
For the interview, I'd start with a piece of content they nearly published but changed, and ask what felt wrong about it. Then keep their original, their edit and their reason together, so the app has an example of their judgement as well as how they phrase things. Are you planning to have them review a sample the app writes as part of that interview?
My tiny mailbox for Claude and Codex handoff automation
Files carry the words The next agent reads the task No more copy-paste I’m a novice at building software and learning as I go. I run a CNC workshop, and on a long project I had Claude Code doing the work and Codex independently reviewing it. The reviews were useful, but I was copying every handoff between them. So I built Looper. One agent leaves a request in a small folder of readable files. A second agent answers it. If that run fails, the request stays waiting. A fresh session can read the folder and pick up from there. It started with code reviews, but I’ve since used the same handoff for testing, research and getting a second agent to check things the worker couldn’t. Claude and Codex have taken both roles. I’ve also run a local Qwen model through OpenCode and Ollama for a review. That local route has only had limited testing, but it showed me the point: the files hold the job, so Looper isn’t tied to one model or agent runtime. The approach came from what I’ve learned about ICM here, especially the work of Jake Van Clief and David McDermott. The sessions can come and go; the folder keeps what they need to continue. And yes, Looper is partly a nod to the film. During development I jokingly called it Bruce. A job arrives, someone deals with it, and eventually the loop closes. I’ve found it genuinely useful and have made it public and MIT licensed. If you’re carrying messages between agents, or want another agent to check work without losing track of what’s been reviewed, give it a try. It works with plain files, and there are optional helpers to automate the handoffs. https://github.com/shedstalker/looper I’d love to hear what you use it for, what breaks, and what you’d simplify.
0 likes • 7d
The files carrying the handoff is close to how I've approached my own OS, Nicholas. I keep the ongoing conversation in a thread and send bounded pieces of work out as separate orders, with the result coming back to that thread. That gives me a place to keep the reasoning going while the individual pieces of work stay scoped. Your mailbox seems to put more of the exchange directly between the agents, which is the bit I'm interested in comparing. How much of deciding what happens after a review have you left to the agents? Also curious whether you're using Looper for software around the CNC workshop or for something separate.
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Alex Brown
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@alex-brown
I operate with AI across my own work, and I offer that same skill to businesses https://alexsimonbrown.com

Active 3d ago
Joined Apr 3, 2026
UK
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