Document the brief in a collaborative note
Project notes hold detailed material: a campaign brief, program, references or a review summary. The collaborative editor lets the team work in the same document and keep that content with the project.
Link a note to the task that uses it. A writing task, for example, can point to the brief containing the audience, messages and product details. The conversation then has a shared document to refer to.
Write the objective and standing instructions
The objective summarizes the project's intended result. Instructions explain the rules to follow when working with Nudgy, such as campaign scope, language, writing requirements or details to check before preparing content.
These instructions have a revision history. The project creator or an authorized organization leader can update them when the direction changes. The team can distinguish the project's standing guidance from the details of an individual request.
Keep decisions in the project memory
Shared memory contains short entries: a decision, requirement, reference, fact or pitfall. Each entry has an author and an origin, helping the team understand where the information came from.
You can add an entry or ask Nudgy to remember something during a conversation. A decision saved to memory becomes explicit guidance for future requests. Update entries when information changes and remove those that no longer apply.
Carry this context into the next conversation
Within a project, Nudgy reads the instructions and shared memory at each conversation turn. You can open a new discussion while keeping the decisions recorded for that project.
Notes hold detailed documents; instructions and memory carry the guidance to follow. When working on a particular document, identify which one to use. If a private conversation leads to an addition to shared memory, Nudgy asks you to confirm it.
Example: returning to a campaign the following week
In this illustrative scenario, a team is preparing a workshop campaign. A note holds the program, the instructions set English as the writing language and memory records the decision to lead with what the session covers.
The following week, a member asks Nudgy for a new draft in the same project. The saved guidance accompanies the request. They check the note for practical details, then update memory if an editorial decision has changed.
Put it into practice
- Bring your work together in a project
- Connect documents to tasks
- Work with an agent in your project
- Apply your guidance to writing