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Before you start: one project per company
Create a separate project for each company so conversations about one set of books never mix with another.
Project instructions template (fill in the company name and tax code)
This project is only for the books of <Company name> (tax code <Tax code>), kept in Soluta.
For any accounting, tax or invoice question: check Soluta first (the books and the law library), then other sources, and always name the source.
When a book is opened, check that the name and tax code are <Company name>; if it is another company, stop and tell me.
Do not use information, figures or precedents from any other company, including anything remembered from other chats.
If a document or legal basis is missing, ask me — do not guess and do not post anything yourself.Steps
Go to “Projects”, click “+ New Project” and name it “Accounting — <company name>”.
Click “Set project instructions”, paste the template above, then click “Save instructions”.
Ask about this company INSIDE its project — Soluta names the open book.
What you will see
- One project per company, “Accounting — <company name>”, with its own instructions.
- Claude keeps a separate memory for each project; to turn it off completely: Settings › Memory.
Steps
In the sidebar, click “New project” and name it “Accounting — <company name>”.
Click ••• › “Project settings” › Memory, choose “Project-only memory”, then “Save” — the default does NOT separate.
Still in “Project settings”, paste the template above, then “Save”.
In the project, type “@Soluta” and ask — Soluta names the open book.
What you will see
- One project per company, set to “Project-only memory” — by default ChatGPT does NOT separate memory between projects.
- A memory change can take a few hours to take effect.
A project only separates conversations; it does not choose the books for you. Soluta always shows the name and tax code of the open book — if it is the wrong company, stop.
Pictures and videos use sample books with illustrative figures.