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.mdStep 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 pipelineOKRs
| Objective | Key Result | Target | Current | Owner |
|---|---|---|---|---|
| Validate product | Recruit alpha testers | 10+ active users | 0 | Founder |
| Validate monetization | Launch pricing page | Paywall live | Not started | Founder |
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| Persona | Segment | Primary Goal | Main Friction |
|---|---|---|---|
| Overwhelmed PM | PM at 10-200 employee tech company | Keep product context in one place | Spends 30-60 min/day gathering context |
| AI-Curious PO | Product Owner using ChatGPT | Use AI without losing context | Copy-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 executionStep 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.mdshows 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.
Related Articles
- How to set up your first workspace in Worklayer
- How to write a PRD in Worklayer
- How to use templates in Worklayer