# Ch 4: Map your 7 tier-1 data buckets
Creator: Nate Herk (@nateherk)
Transcript of Nate Herk's 2h33m 'Build your own AI operating system' course, split into its chapters. All content and credit: Nate Herk (@nateherk), https://x.com/nateherk/status/2101656269056610682. Transcribed locally with faster-whisper; names may be misheard.

[0:15:00] So hopefully this is all starting to click. I'm not trying to hammer this home too hard, but context, connections, capabilities, and cadence. Okay, so now you have to actually start to get this into Claude Code somehow. So what I want you guys to do is think about these different buckets, right? There's actually kind of seven tier one buckets, but they kind of fit into these groups of ops, comms, data, and planning. So what I want you to do right now is I want you to grab a piece of paper or a Google doc, or come into an Excaljaw or a mirror board or whatever you want to do, and just kind of layer out these seven things. We've got revenue, customer, calendar, comms, tasks, meetings, and knowledge. And the Claude Code template I'm gonna give you guys is trained on these seven things. But before we get into that, I think it's really important to just kind of sketch this out on paper, you know, do it in your head first, before you jump into the whole onboarding of the AIOS or you might forget some stuff. And if you do forget some stuff, it's absolutely no big deal. Like I said, I've been playing around with so many different AI operating systems over the past multiple months. And I've changed it a lot. I've evolved it a lot. I've had to restart before. And it's kind of funny because, you know, I think the term AI operating system is very new and it's kind of ambiguous. And a lot of people probably have a different idea of what that means. Um, you know, I think first I built out an executive assistant and the executive assistant has kind of evolved into my AI OS, but a lot of people have H, also been throwing around the term, like second brain. And I think a second brain is a very great start to building an AI OS.

[0:16:30] So there's a lot of these things that you might've heard. And this is just kind of my take on an AI OS, which is why I'm calling it the AIOS. So anyways, you sit here and these are the tier one things that you should be thinking about as far as on your month to month, what are you looking at? What are you tracking? We're tracking revenue. We're communicating with customers. We're making sure they're happy. We're obviously having things come through on our calendar. We're communicating with people both internally or on meetings down here or externally. And we have project management, we have tasks, we have things to prioritize, and we have general knowledge. So, start to think of each of these layers, it helps you figure out the connections you may need and the tools you may need. So that's what this phase is for. That's what this section is about. So, revenue. Let me just show you guys what I wrote here. I wrote school, Stripe, and QuickBooks. These are the places that I'm actually checking pretty frequently to see how many members we have, to see how much revenue we're growing, to see our promotions, to see how those are working, to look at QuickBooks, to look at our P&L, to look at our expenses. These are the places where I'm frequently checking to make sure my business is doing well, that we have runway and that we're growing healthily. And then you have customer. You know, what does that look like for you? Do you have a SaaS product? Do you have like a brick and mortar? Where do you have your CRM? Where do you have information about your customer and where do you provide them value? So for me, I thought of the two biggest ones that I'm checking which are school and YouTube. And so as you start to think about these different sources, These are where your connections are gonna come from.

[0:18:00] And you wanna start to think about, how can I make sure that Claude Code can talk to School, Stripe, and QuickBooks, or School and YouTube? Every single one of these tools will have some way to connect the data to an AI system. We're living in 2026, it's possible. Some might have MCP servers, some might not. Some have API documentation, some may not. But there is a way, I promise you. To spin up a browser automation, which I've made a video about before, you can get through in some way. Okay, so let's keep going. Calendar, this one was pretty easy for me. Basically, just Google Workspace. My Google Calendar, everything lives there, even if people book in through Calendly, even if someone does something on my ClickUp Calendar, it all syncs to Google Workspace, so all I need there is one simple tool. For comms, I have two main ones, I guess three actually, that I thought of. So obviously Google Workspace for my email. I've got ClickUp, which is where we do pretty much all of our internal communication. And then I've got Slack, which is where we communicate with a lot of our vendors because sometimes they throw us in their Slack space or whatever the case is. So I need to make sure that my AIOS has visibility into all of those sources so it can pull data from there if it needs to. And then we have tasks. So pretty much our project management mainly lives in ClickUp for our internal projects, our internal tasks, our deadlines, our prioritization. And then we also have Notion because sometimes we're working with vendors on different projects and things like that. And maybe they're using Notion, which is pretty common. And as you're going through and filling this out, you don't have to get it all perfect on the first try. you're probably going to forget a few things, but that's okay.

[0:19:30] You know, start small, start with the most important core things that you use the most, and then you build up from there. So meetings, I use Fireflies at the moment, and that's really important for my Claude Code to be able to look at those transcripts and see what meetings I've had, because it can help me, like I said, plan things or respond to an email better or make action items better. And then finally, we have knowledge, and this one might seem a little bit more ambiguous, but just think about where else is important information that doesn't live in these sources that you've already talked about. And so for me, I was thinking, okay, YouTube transcripts, because up here, I was mainly thinking of like, my YouTube comments or my analytics, but right here, I'm thinking, okay, YouTube transcripts. I want all of my knowledge from YouTube videos in Claude Code somehow. And then I thought about Google workspace, of course, because I have tons of Google Docs, tons of Google Sheets, tons of just like things in my drive, even videos that I want Claude Code to be able to access, and then local files, which is pretty easy. You don't really have to do anything to connect that, but I've got a ton of local files that Claude Code has helped me organize and move around and sometimes even send to people. Now, as you start to look at these different tools, think about this. You know, I joke around with people that if someone wanted to get ahold of me, or if someone had a question for me, they would actually be better off asking my executive assistant because my executive assistant is also linked to all of these sources of data. So it has all the knowledge I have, but it has a perfect memory and it never sleeps. So if you can look at these sources and be like, okay, cool. If someone was able to talk to an AI agent that had all of this data and it could answer the majority of questions that my team or that, you know, you know,