First project

Start with one project brief. To use the prompts below, connect an agent first.

Setup and Getting Started

A new Worktable starts with a short setup: name it, connect your agent, and invite your team or skip that for now. Setup ends in the Getting Started Space, which stays at the top of the sidebar until you remove it.

Its home lists your first steps, and each one ticks off when it happens:

• Connect your agent.
• Add Worktable to your agent’s global rules. Copy the line it gives you into the rules your agent reads in every chat, so you don’t have to say “in Worktable” each time.
• Set up your first Space. Copy a prompt, such as one that sets up a Space for your current project.
• Invite your team (owners only, can be skipped).

Each person has their own list.

Create a brief

Use an existing Space or create one from the sidebar. From the Space’s + menu, choose Doc. Write the objective, constraints, and the next question to answer.

Or give your agent the source material and ask:

Find or create a Space called Community workshop in Worktable.
Create a project brief from these notes: a two-hour repair workshop for
20 people, one main room, and four volunteers. We have not chosen a date.
Separate confirmed details from open questions. Keep the brief durable.

Replace the example details with your own. Ask the agent for a link to the result.

Keep it accessible

Docs created in the app start temporary. To keep the brief, open Archives and choose Keep. Then choose Pin from the document menu.

Click the Space name to open Space Home. The brief appears under Pinned.

Request a revision

Select a passage in the brief and leave an annotation, such as:

Add a checklist of questions to resolve before choosing a date.
Do not assume volunteer availability.

Ask the agent to address the open annotation, then review its change and reply. An annotation alone does not start an agent session.

You can also edit the document yourself. Open its history to compare or restore a previous version.

Continue later

In a new session, ask your agent to find the Community workshop Space, read the brief, and summarize the open questions. It doesn’t need the earlier chat.

Next, explore Spaces or follow a worked example.