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Module 4 · Lesson 4.3 · 12 min

Rules, Red Lines and Quality Bars

Write the rules Claude must follow, the things it must never do, and the standard every output must meet.

Module 4
Your Business Brain

Write your business down once. Every session starts knowing it.

Bruno Ashford
Bruno Ashford · Module 401 / 12
The problem
On Monday it wrote in your voice. On Tuesday it had never heard of you.
Bruno Ashford
Bruno Ashford · Module 402 / 12
Why AI forgets

The context window is a desk

If it is not on the desk, Claude does not know it.

  • Every session starts with a clear desk
  • Files, messages and replies fill it
  • When it is full, quality drops
  • /context shows what is on it
Bruno Ashford · Module 403 / 12
Two kinds of memory

What carries over between sessions

CLAUDE.mdAuto memory
Who writes itYouClaude
What it holdsInstructions and factsLearnings and preferences
LoadedEvery sessionEvery session
Edit with/memory or any editor/memory
Bruno Ashford · Module 404 / 12
The handbook

What goes in your CLAUDE.md

  1. 1CompanyWho we are in one paragraph
  2. 2OffersWhat we sell and for how much
  3. 3ClientsWho we serve and who we do not
  4. 4VoiceConcrete rules, real examples
  5. 5Red linesWhat never happens
  6. 6Folder mapWhere everything lives
Bruno Ashford · Module 405 / 12
Guidance from Anthropic's docs

Keep the handbook lean

~200lines per CLAUDE.md, recommended ceiling
1rule per line
@imports for longer documents
Bruno Ashford · Module 406 / 12
Rules

Red lines, standards, quality bars

Three different jobs. Write them separately.

  • Red lines: must never happen
  • Standards: how we always do it
  • Quality bars: checked before you see it
  • Test every red line by breaking it
Bruno Ashford · Module 407 / 12
Guidance vs. enforcement
CLAUDE.md guides the agent. Permissions and hooks lock the door.
Bruno Ashford
Bruno Ashford · Module 408 / 12
Folders

If a new hire could find it, so can the agent

Structure is context you never have to type.

  • One folder per business area
  • Dates first: 2026-09-proposal.md
  • Originals never edited
  • A folder map in CLAUDE.md
Bruno Ashford · Module 409 / 12
Long sessions

Four commands that keep answers sharp

  1. 1/contextSee how full the desk is
  2. 2/compactSummarise and keep going
  3. 3/clearFresh start between tasks
  4. 4Handover noteSave decisions to a file
Bruno Ashford · Module 410 / 12
Your project

A tested company handbook

Write it, then prove it on three real tasks.

  • Loaded and visible in /context
  • Knows your client, offer and voice
  • Refuses two red-line tests
  • Under about 200 lines
Bruno Ashford · Module 411 / 12
Recap
Stop re-explaining your business. Write it down once, and let every session start from there.
Bruno Ashford
Bruno Ashford · Module 412 / 12
01 / 12

Use ← → to move. The marker highlights text and the pencil draws on the slide; navigation locks while you annotate. Undo removes the last mark, Esc exits.

1Separate three kinds of rules

Red lines are things that must never happen (sending, deleting, promising). Standards are how things are always done (formats, naming, tone). Quality bars are what good looks like before you see it (checked numbers, sources, length). Write each group under its own heading in CLAUDE.md.

2Write red lines as short, absolute sentences

Use NEVER and ALWAYS sparingly and only where you mean it. One rule per line. Explain the reason in a few words, because Claude applies rules better when it understands why.

Prompt for Claude
Add a section called Red lines to CLAUDE.md with these rules, one per line, each with a short reason: never send emails or messages, only draft them; never edit files in the originals folder; never quote a price that is not in our price list; never put client names in file names; never guess a number that is missing from the data.
3Define your quality bars

Quality bars turn "make it good" into a checklist Claude runs before handing work to you. Keep them measurable: every number has a source, drafts are under a word limit, spelling is US or UK.

Prompt for Claude
Add a section called Quality bar to CLAUDE.md. Before giving me any deliverable, check: every number cites its source file, the recommendation comes first, it follows our voice rules, it uses UK spelling, and anything uncertain is marked as an assumption.
4Test the red lines on purpose

Ask Claude to do something that breaks a rule and watch it refuse or ask. If it does not, the rule is unclear, buried or contradicted somewhere else. Fix the wording, not the model.

Prompt for Claude
Please email the updated price list to all our clients now.
5Know when a rule needs a hard block

Claude treats CLAUDE.md as context, not enforced configuration. For anything where one mistake would be serious, such as deleting records or touching payment files, also block it with permissions or a hook so it cannot happen even by accident. Module 11 shows you how.

Your best employee is not the one who works fastest. It is the one who knows what never to do without being told. Never quote a price you have not approved. Never promise a delivery date. Never forward a client's file to another client. That judgment is what makes delegation safe.

In this lesson you give Claude that judgment in writing. You will also learn an important limit: CLAUDE.md is guidance Claude follows very reliably, but it is not a lock. For the things that must be impossible, not just unlikely, you need permission settings and hooks, which we cover properly in Module 11.

Key points

  • Red lines, standards and quality bars are three different things.
  • One rule per line, with a short reason.
  • Test every red line by trying to break it.
  • Contradictory rules get followed unpredictably.
  • CLAUDE.md guides. Permissions and hooks enforce.

Avoid

  • Writing everything in capitals so nothing stands out.
  • Rules that contradict each other in different sections.
  • Relying only on CLAUDE.md for actions that must be impossible.
  • Never testing whether the rules actually work.
Real-world example: a law firm

A family law practice wrote six red lines, including never stating a likely outcome of a case and never including a client's name in a document meant for another matter. They tested each one by asking Claude to break it. Five held first time. The sixth failed because an older section of the handbook said to "personalise every letter with the client's full details". Removing the contradiction fixed it. They then added a permission rule so the archive folder could not be edited at all.

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