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Plan your day

  1. Write the things on your mind on Home.
  2. Make a short list of the items that must happen today.
  3. Ask Charlie:
    Help me choose the three most important actions from this list. Explain any dependency I should handle first. Do not change the page yet.
  4. Review the priorities and keep the ones you agree with.
  5. Turn the chosen actions into a to-do list.

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Prepare a project update

  1. Open the page where you have been collecting project notes.
  2. Choose Ask Char.
  3. Ask:
    Draft a team update from this page. Use three sections: finished, blocked, and next. Mark missing information as a question instead of guessing.
  4. Check every claim against your notes.
  5. Copy the approved draft to the place where your team communicates, or give an explicit instruction to the appropriate connected app.

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Handle an email that needs work

On desktop, connect Gmail, Outlook or any IMAP mailbox, then open an email Card when it appears on Home. Replies from Outlook and IMAP Cards don’t include your mail app’s signature, and IMAP Cards have no Open in link.
  1. Read the source message and Charlie’s suggested next step.
  2. Decide whether it needs a reply now or preparation first. For example:
    Find the latest project update and check whether it answers Sam’s questions. Show me what is missing before drafting a reply. Do not send anything yet.
  3. If Charlie suggests a plan, review it before choosing Start working. Starting a plan is separate from sending a reply.
  4. When a reply is ready, open its preview to edit the Scratchpad. Save keeps the draft and returns to the conversation; it does not send the email.
  5. Review the recipient and final text before choosing Send reply. Check the resulting message through Open in Gmail or Open in Outlook when available. If the outcome is uncertain, use Check again or inspect the thread before trying to send again.
Suggestions wait for your choice in both Ask first and Keep going. You can use the composer to change direction instead of accepting the proposed action.

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End the week with a useful record

  1. Gather the pages that describe the week’s work.
  2. Ask Charlie to summarize decisions, unfinished work, and questions.
  3. Correct anything that is incomplete or out of date.
  4. Keep the final summary in a clearly titled page, such as “Weekly review — September 18.”
  5. Use it as the starting context for next week’s plan.
Planning, project updates, and weekly reviews can start with your own writing. Add connected apps when you want to bring in information from another service.