Creating a project
Setting up a project is like briefing a new assistant on their first day: you tell them what this notebook is for, and they take it from there. You can either talk it through and have AI write the first pages, or open an empty notebook and fill it yourself.
Both start on the Projects page.
Before you start
Have a rough answer to one question: when should an agent open this project? That sentence is the single most important thing you'll write — it's what every agent reads to decide whether your notes are relevant to what it's doing.
Option 1 — Create with AI
Best when you have a lot in your head and don't want to type it all into forms.
- Click Create with AI and describe what you want remembered — a client, your team, a product, how you like things done.
- It asks a few follow-up questions, then drafts the whole project: a name, the "when to use" description, and a set of observations with the people and things already picked out.
- You land on a review step before anything is saved.
On the review step you can toggle any observation off, edit its title, wording, category or tags, rename the project, and attach reference files. Nothing is committed until you press Looks good — commit to project.
On the review step, switch the destination from Create new base to an existing project. Use this when the facts belong with something you've already built rather than in a new store.
Option 2 — Start empty
Best when you know exactly what you want and would rather fill it yourself, or you just want somewhere for an agent to start writing.
Click New project and fill in three things:
| Field | What to put |
|---|---|
| Name | Short and recognizable — Clients, Engineering knowledge, Personal |
| When to use this project | Required. The sentence agents read to decide whether to consult it |
| Visibility | Personal (only you) or Organization (everyone on your team) |
You can also give it an emoji, an icon or an image so you recognize it at a glance.
Writing a good "when to use"
Weak descriptions get ignored by agents. Strong ones say what's inside and when to reach for it:
- ✅ "My consulting clients — scope, rates, contacts and where each engagement stands. Consult before writing to a client or quoting work."
- ✅ "My writing voice and style rules. Use before drafting anything in my name."
- ❌ "Client stuff"
If you're not sure, use the Start from a template dropdown — it fills the description with a ready-made version you can edit. There are templates for personal work, engineering knowledge, projects, personal assistance, sales, support, habits and goals, research, writing voice, hiring, clients and meetings.
Adding facts yourself
Most observations get written by your agents while they work. To add one by hand, open the project, go to Observations, and click New observation.
Acme Corp signed a 12-month renewal in Q3 at the standard rate. Sarah Chen owns the account and asked to be the only point of contact for billing.
You write the title and the fact. The people and things in it — and how they connect — are picked out for you.
Keep each note to one fact, written so it still makes sense a year from now. "Acme renewed" is a good note; a pasted email thread is not.
Troubleshooting
| What you see | Why | What to do |
|---|---|---|
| Agent ignores the project | Its description doesn't match what the agent is doing | Rewrite "when to use" to name the situations, not just the contents |
| Agent can look things up but never records anything | It's connected as Read only | Change its access to Read & write on the agent |
| A fact is wrong and the agent won't fix it | Correcting needs Full access | Raise its access, or edit the observation yourself |
| The same person appears twice under slightly different names | Two notes named them differently | Run Consolidate, or merge them from the project's AI assistant |
| You can't change the project's language model settings | Projects are built to work one way and that setting is fixed at creation | Nothing to do — this is intentional, so old and new notes stay searchable together |