Build Your Custom Claude Code Agentic OS for GTM (3 Steps)

Section 1

Step 1: Architecture - Turn Your GTM Workflows Into Skills and Automations

Most people use Claude Code like a slot machine. Random prompts on random tasks, random results. Nothing is tracked. Nothing is optimised. Nothing can be handed off. The Agentic OS fixes this by turning everything you do in your GTM business into a structured system - domains, tasks, skills, and automations - that runs the same way every time and can be given to anyone on your team.

Why this matters more than the fancy dashboard

The architecture is the real value

Step 1: Break your GTM operation into domains

What a domain is

Step 2: Break each domain into discrete tasks

Individual tasks under each domain

Step 3: Turn tasks into skills

One skill per repeatable task

Step 4: Turn some skills into automations

Not everything needs to be automated - but some things do

Why this is powerful for teams and agencies

Section 2

Step 2: Memory - Set Up Your Obsidian Vault as a GTM Knowledge Base

If your skills and automations run but nothing is stored, you can't track what's working, build on previous research, or pick up where you left off. The memory layer solves this. Obsidian gives you a structured local file system that Claude Code can read, write to, and navigate - without needing a database or a vector search setup.

What Obsidian is and why it works here

Free, local, and compatible with Claude Code

How to structure the vault

The Karpathy three-folder structure

GTM-specific vault structure

The CLAUDE.md file for your vault

You cannot skip this

What the memory layer makes possible

Tracking and optimisation

Section 3

Step 3: Observability - Build a Dashboard That Gives Anyone Access to Your System

The observability layer has two jobs. First, it gives you a visual dashboard outside the terminal where you can see what's happening in your Agentic OS - usage, recent outputs, vault activity, automation status. Second, and more importantly for teams and agencies, it turns every skill and automation into a button. Anyone can execute the system without ever touching a terminal.

What the dashboard actually is

A visual interface for your skills and automations

The observability section

Track what you actually care about

How to build it

One conversation with Claude Code

The real value for teams and agencies

Give anyone the power of Claude Code without the terminal

The full picture: three steps together

How it all connects