DocsHow to organize product context in Worklayer

How to organize product context in Worklayer

Use Case: When you need to structure your product knowledge so AI can reference it in every workflow Time to Complete: 15-20 minutes Prerequisites: Workspace set up with Context/ folder created


Quick Answer

In Worklayer, organize product context by creating structured files in Context/Company/ and Context/Product/ that capture your goals, personas, metrics, features, and constraints. Once stored, AI references these files using @ to generate grounded outputs instead of generic content.


Step-by-Step Instructions

Step 1: Create Context Folder Structure

Set up two main folders: Context/Company/ for business context and Context/Product/ for product-specific information.

Example structure:

Context/ ├── Company/ │ ├── goals-and-okrs.md │ ├── constraints.md │ └── target-segments-and-icp.md └── Product/ ├── personas-and-use-cases.md ├── product-features.md ├── product-metrics-and-funnel.md └── user-problems-and-jtbd.md

Step 2: Document Company Context

Create files for company-level information that affects product decisions.

Example: goals-and-okrs.md

# Company Goals and OKRs ## Q1 2026 Goals 1. Validate product-market fit with alpha users 2. Validate willingness to pay and monetization model 3. Start building growth and early revenue pipeline

OKRs

ObjectiveKey ResultTargetCurrentOwner
Validate productRecruit alpha testers10+ active users0Founder
Validate monetizationLaunch pricing pagePaywall liveNot startedFounder

Step 3: Document Product Context

Create files for product-specific information: personas, features, metrics, and problems.

Example: personas-and-use-cases.md

# Personas and Use Cases ## Persona Catalog
PersonaSegmentPrimary GoalMain Friction
Overwhelmed PMPM at 10-200 employee tech companyKeep product context in one placeSpends 30-60 min/day gathering context
AI-Curious POProduct Owner using ChatGPTUse AI without losing contextCopy-pastes context into each chat

Step 4: Keep Context Files Updated

Update context files quarterly or when major changes occur (new goals, new personas, metric shifts).

Tip: Add a "Last Updated" date at the top of each file.

Step 5: Reference Context in Prompts

Use @ to reference context files in your AI prompts.

Example:

Use @Context/Company/goals-and-okrs.md and @Context/Product/personas-and-use-cases.md to draft a PRD for [feature].

Example: End-to-End Workflow

Let's organize context for a product management tool.

Step 1: Create folder structure (shown above)

Step 2: Use AI to populate company context:

Go to worklayer.pro and extract: - Company goals and current priorities - Target customer segments - Key constraints (budget, timeline, team size) Create Context/Company/goals-and-okrs.md with this information.

Step 3: Document product context:

# Product Features (product-features.md) ## Core Features - AI chat with workspace file references - Local file workspace (markdown, code editing) - Task planner with status management - MCP integrations (Jira, Slack, Linear) - Skills and Agents builder ## Positioning - Local-first PM workspace - AI-assisted documentation environment - Bridge between product thinking and task execution

Step 4: Set update schedule:

Review and update context files: - Monthly: product-features.md (as features ship) - Quarterly: goals-and-okrs.md, personas-and-use-cases.md - As needed: constraints.md (when budget/timeline changes)

Step 5: Test by generating a PRD:

Use @Context/Company/goals-and-okrs.md, @Context/Product/personas-and-use-cases.md, and @Context/Product/product-features.md to draft a PRD for "Visual Mode Enhancements."

Result: AI generates a PRD grounded in your actual goals, personas, and features.

Time to organize: 15-20 minutes initially, 5-10 minutes per quarter to update


Tips & Best Practices

  • Use AI to create initial context: Don't manually type context files. Ask AI to research your product (from website, docs, Jira) and generate context files for you.
  • Keep files focused: Each file should cover one topic (personas, metrics, goals). Don't create one giant "context.md" file with everything.
  • Add "Last Updated" dates: Add a date at the top of each file so you know when to refresh stale information.
  • Reference 2-3 files per prompt: When generating outputs, reference multiple context files (goals + personas + metrics) for richer, more grounded content.
  • Update quarterly, not daily: Context files capture stable information. Update them quarterly or when major changes occur, not every sprint.

Common Mistakes to Avoid

  • Creating too many context files: Don't create 15 context files on day one. Start with 3-4 core files (goals, personas, features, metrics) and add more as needed.
  • Never updating context files: If your goals-and-okrs.md shows last year's goals, AI will generate outputs based on outdated priorities. Update context files quarterly.
  • Storing tactical information: Don't put sprint-specific tasks or one-time decisions in Context files. Context files should capture stable, long-term product knowledge.