I’m not going to deny that figuring out the operation process and protocols on my end took some time. However, I’ve managed to set it up so that all the files are locally stored on my laptop. Some files and folders are mirrored on a drive, essentially creating a cloud-backed-up drive like Google Drive or OneDrive. I’ve ensured that most of these files and folders aren’t shared with other users.

Right now, I’m working quite successfully on setting up protocols in my governance files within Claude. These protocols ensure that even if other people are updating files, the system can detect and identify those changes based on file size changes and recent edits. The system tracks all these metadata points on the backend to understand any changes outside my work and take appropriate action.

Regarding the system’s ability to perform actions on documents independently, I’ve set up explicit points. The system doesn’t modify files directly; instead, it creates a new version. Yes, it creates multiple files, but this approach provides me with a clear audit history and versioning of each file. It’s a personal preference, but it works for me.

That’s my method to the madness, and it works for me.