1. Choose one workflow

Pick one recurring workflow with real context: a client update, campaign handoff, search update, customer-learning summary, property follow-up, or internal project brief.

2. Add the minimum context

Add only what the workflow needs: source files, relevant people, current work, prior decisions, and open questions. Avoid importing everything on day one.

3. Connect one AI tool

Use the agent or MCP-compatible tool you already use. Start with Connect your first AI tool if setup is not done.

4. Run one useful output

Ask the agent to prepare the next real output from the context. Review it as normal. Then save the accepted summary, decision, or follow-up so the next run starts from the current state.

Next: connect your first AI toolSet up the first agent connection.Start with one recurring workflowTurn this into a repeatable operating loop.Applied guideSee the workflow habit in practice.Core product pageReturn to the product overview.