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Start a project from a brief
1:24
A new project, the client’s words pasted in as they came, and the brief sorted into areas and questions.
In the manual: The brief
Transcript
0:01Start a project from a brief.
0:03A new project needs a job number and a name; the client and budget can come later. Create it, and it opens on its brief.
0:11Paste in what the client sent, just as it came. An email, notes from a walkthrough, it doesn’t need tidying.
0:19Add the links and pictures they shared. Each product link becomes a draft in your library.
0:24Then read it. The assistant sorts it into the whole project and a brief for each area. On your own portal, a read spends AI actions, and says so first.
0:35Here’s the example hotel, read already. Each area gets a card: its first picture, where it stands, the start of its summary, its colors, and what’s still to ask.
0:47Open one to see what that area asks for, each point with where it was said: the owner’s email, or your notes.
0:54The whole project holds the rules every area inherits, and what the client doesn’t want anywhere. No brass, in their own words.
1:04And it lists the questions to ask the client, ready to copy.
1:09If it got something wrong, Edit the brief, and your corrections are kept as yours.
1:14That’s a project started from its brief. More videos: portspace.io/videos