How to create your first Project (step by step):
Give it a name and intention. “Q4 customer reports” or “Weekly marketing plan.” Write a goal statement: “I keep everything about topic X here.”
The 3 Golden Phrases (instructions):
What do you want me to do (e.g.: draft monthly reports).
Who are you speaking for (e.g., managers with little time).
What tone do you want (e.g.: clear, close, without technicalities).
“Spine” archives (3–7): good template, real example, FAQs and, if necessary, mini style guide. Better few and good ones.
Work from the Project. When you request something, do it “inside” and quote the template: “Use 01_Serious_Report”.
If there is sensitive data, focus on the Project. You avoid mixing memories from other chats and reduce noise.
Share only what you need. You can share only a chat (the result) without opening the whole kitchen.
Weekly habit (10'): archive closed chats, clean up files, and update a line of instructions with the latest learning.
Real (and useful) mistake: Gemma's story
One day I uploaded a template with "Lorem ipsum" and a nice example of a workshop (“breathe and drink water”). First draft for an insurance company: meditation + hydration + lorem ipsum in the same paragraph. 🤦♀️
Learnings:
– The Project imitates what he seesGive him serious examples if you want serious results.
Clear instructions, zero poetry: “professional tone, 1 page, 3 actionable conclusions”.
– Separate the “joke” files of the “clients”.
I am currently working with two spaces: “Clients – Serious Reports” and “Workshops – Ideas and games”. And I start each report like this:
“Work only with the files of this Project and follow the template '01_Serious_Report'.”
