Plan and run projects

Turning an idea into an executable plan — with clear ownership, live tracking, and a history you can reuse — usually means a plan doc that goes stale the moment it’s written. This walkthrough keeps the plan and the conversation about it in the same place.

1. Set up the folder and its knowledge

1. Upload your background documents into a new knowledge collection.
2. Create a folder for the project and link the collection to it, so it’s available to every conversation inside.
3. Share the folder — add project Members so they can contribute to conversations, and Viewers for anyone who only needs to read along.

2. Draft the plan

Open a shared conversation inside the folder and link the knowledge collection, then ask:

Using the attached Knowledge, draft a concise project plan to roll out the new expense tool by end of Q2. Include an objective, key milestones, owners, timeline phases, regional considerations, risks, and success metrics.

Copy the generated plan into an external document — that becomes your living project record.

3. Track it as things change

Back in the same conversation, paste in a status update and ask:

Based on the original plan and this update: What is complete? What is at risk? What are the three most critical next actions? Draft an 8–10 line executive summary.

Because it’s the same thread, the assistant still has the original plan in context.

4. Share and keep the record

Share the executive summary in the folder’s shared conversation so stakeholders can see it and Members can respond. Export the full conversation as PDF or Markdown whenever you need a point-in-time project record.

Use it as a live project thread

Every Member of the folder can contribute to the shared conversation in real time, with the assistant responding alongside the whole team — so the plan, the updates, and the discussion all stay in one place.