1
Create a note
Click the + button in the app header, labeled New note. Give the page a title such as “My first week.”
2
Write three rough thoughts
Try this sample, or use a small real task:Plain sentences are enough. You can organize them later.
3
Ask Charlie about the page
Choose Ask Char in the page header. Check that the page appears in the chat context, then send:
Turn this note into a short checklist. Separate what I can do now from what I need to ask Sam. Keep it in this chat for me to review.
4
Review and refine
Read the result. If it misses something, follow up in the same chat:
The draft is already written. Make the first step reviewing it, and keep the checklist to four items.Check names, dates, and assumptions before using the answer.
5
Keep the useful part
Copy the checklist into your note, or ask Charlie to update the page with your chosen version. Review the resulting page to confirm it says what you intended.