Create Your First Project
You've set up prompts and global context. Now let's organize your work with Projects — dedicated workspaces where context stays focused and relevant.
What Are Projects?
A project is a container for related work. It holds:
- A description the AI reads in every chat
- Files you attach as reference material
- Conversations grouped together
- Memories the AI learns over time (we'll cover this later)
Think of projects as context boundaries. Your consulting client doesn't need to know about your side business. Your product launch doesn't need context from your hiring work. Projects keep contexts separate but accessible.
Creating Your First Project
- Click New Project in the sidebar
- Enter a name (e.g., "Q1 Marketing Campaign")
- Write a description (this is the important part — see below)
- Click Create
Your project now has its own page with a clean URL you can bookmark.
Writing a Good Project Description
Your project description is sent to the AI in every conversation within that project. This is powerful — write it well and you'll never have to explain the project again.
Include:
- What you're working on
- Goals and success criteria
- Key constraints or requirements
- Target audience (if relevant)
- Important context the AI should always know
Example:
Website Redesign Project
Redesigning our company website to improve conversions and
modernize the look. Target launch: end of Q2.
Goals:
- Increase demo signups by 25%
- Reduce bounce rate on pricing page
- Mobile-first responsive design
Target audience: Small business owners looking for inventory
management software. Not technical — value simplicity and clarity.
Brand voice: Professional but approachable. Avoid jargon.
Use "you" and "your" liberally.
When you chat inside this project, the AI already knows all of this. You can jump straight to "What should the hero section emphasize?" without setup.
Adding Files to Your Project
Projects can hold reference documents:
- Open your project page
- Find Project Info in Quick Actions (right side)
- Click Upload to add new files, or From Library to attach existing ones
- Drag and drop also works
What to attach:
- Brand guidelines
- Strategy documents
- Research or data
- Reference materials
- Templates or examples
How files work: The AI sees file names in every chat (so name them clearly). To share actual contents, attach a file directly in a chat message when you need the AI to read it.
Example Projects by Role
Small Business Owner
Project: Summer Hiring Push
Hiring 3 new crew members before our busy season starts in May.
Requirements:
- Experience with commercial mowing equipment preferred
- Valid driver's license required
- Must pass background check
Budget: $18-22/hour depending on experience
Timeline: Positions filled by April 15
Project: New Service Line Research
Exploring whether to add hardscaping services (patios, retaining
walls) to our landscaping business.
Questions to answer:
- Equipment and training costs
- Insurance implications
- Market demand in Austin area
- Pricing strategy
Recruiter
Project: Acme Corp - Senior Engineers
Retained search for 3 senior software engineers at Acme Corp.
Company context:
- Series B startup, 80 employees
- Building developer tools for API management
- Engineering-led culture, remote-first
Role requirements:
- 5+ years experience
- Golang or Rust preferred
- Distributed systems background
Compensation: $180-220k base + equity
Project: TechStart - Head of Product
Executive search for VP/Head of Product at TechStart.
Company: B2B SaaS, $15M ARR, 60 employees
Reports to: CEO (technical founder)
Challenges: Transitioning from founder-led to product-led growth
Looking for: Someone who's scaled product orgs from 3 to 15+,
experience with PLG motions, strong technical communication.
Independent Consultant
Project: Streamline Manufacturing - Operations Audit
3-month engagement to audit and improve operations at Streamline
Manufacturing (automotive parts supplier).
Scope:
- Production floor workflow analysis
- Inventory management review
- Quality control process assessment
Deliverables:
- Current state assessment (Week 4)
- Recommendations report (Week 8)
- Implementation roadmap (Week 12)
Key stakeholder: Sarah Chen, VP Operations
Agency Owner
Project: CloudSync - Website Redesign
Full website redesign for CloudSync (B2B SaaS, cloud backup
for small businesses).
Brand guidelines attached. Key messages:
- Simple, automatic protection
- Set it and forget it
- Small business focus (not enterprise)
Pages in scope: Home, Features, Pricing, About, Contact
Timeline: Design complete by March 1, development by April 1
Client contact: Mike Torres, Marketing Director
Multi-Passionate Individual
Project: Productivity Podcast
Weekly podcast exploring productivity systems and tools.
Currently at 500 downloads/episode, goal is 2000 by year end.
Format: 30-minute episodes, mix of solo and interviews
Release: Every Tuesday morning
Distribution: Apple, Spotify, YouTube
Current focus: Growing audience through short-form clips
and guest cross-promotion.
Project: E-commerce Experiment
Testing demand for curated productivity tool kits (physical
products: notebooks, pens, accessories).
Phase: Validation — not building inventory yet
Approach: Landing page + email waitlist to gauge interest
Questions to answer:
- Is there demand at $50-75 price point?
- Which bundles resonate most?
- What's the customer acquisition cost?
Quick Setup
Create your first project now:
- Click New Project in the sidebar
- Name it after something you're actively working on
- Write 3-5 sentences describing the work and your goals
- Optionally attach a relevant file
You now have a dedicated workspace for that work.
Next Step
You've created a project with context. Now let's use it. Next, we'll start a conversation inside the project and see how the AI automatically adapts.