Manage projects
1. Prepare files
Section titled “1. Prepare files”Make a folder with only the material for this task. For practice, use the sample event plan and sample meeting notes.
2. Register the folder
Section titled “2. Register the folder”Open Projects from Home and choose the folder. Give the project a clear name. Under Instructions, write constraints the AI should follow, such as keeping dates and attendance limits as given. Save the instructions.
3. Choose the project in the AI panel
Section titled “3. Choose the project in the AI panel”Open a document, select the project in the AI panel, and confirm which files or attachments the request will use. Ask a small question about the event plan first.
4. Review the conversation and memory
Section titled “4. Review the conversation and memory”Use the project’s Instructions, Memory, Files, and Chats views to check what is available or retained. Review useful results before adding them to a file or keeping them as project context.
Limit what AI can see
Section titled “Limit what AI can see”Keep confidential material outside the working folder and attach only what the task needs. Choosing a project and choosing source files are separate actions. Review AI and your data before sharing files.