PROJECTS GUIDE

Give every decision a clear home.

Projects keep your meetings, documents, and decision history together so the work remains useful after the first recommendation.

How your workspace fits together

Organization → Projects → Meetings

Your organization is the shared workspace. Projects give related decisions and documents a home. Each meeting is one research process inside a project, with its reports and consensus saved there.

Organization

People, access, and shared credits.

Project

Documents, memory, and related decisions.

Meeting

One question researched by the advisory team.

Step 1

Give your work a home.

A project is a focused work area inside your organization. It holds the meetings, documents, decision records, and memory for one ongoing business area or initiative.

Use one project for a continuing stream of work, such as an expansion plan or a customer retention program. You do not need a new project for every question.

Projects workspace for the fictional Northstar Labs organization showing Market Expansion and Customer Retention projects — The workspace lists the projects you can access. Each card shows its meeting history at a glance.

Step 2

Name the decision area.

Select New project, give the project a clear name, and add a short description. The name should describe the work that will continue there, not only the first meeting you plan to run.

For example, Northstar Labs can use Market Expansion for research about new regions, customers, pricing, and launch timing.

New project form for the fictional Northstar Labs Market Expansion project — A useful description gives future collaborators enough context to understand what belongs in the project.

Step 3

Keep the work together.

Open a project to see its meetings and decision history. From the project page you can start a new meeting, open Knowledge Base, and keep the evidence connected to the work that produced it.

Knowledge Base searches the selected project's completed meetings and documents. Start a new meeting when you need fresh research and an advisory debate.

Fictional Northstar Labs Market Expansion project detail page showing meetings, Knowledge Base, and Start meeting actions — The project page is the working archive: start the next meeting or return to the reasoning already collected.

Step 4

Share the right project.

Project membership controls who can access that project's meetings, documents, and decision history. Owners manage the project, editors can work in it, and viewers can read it.

Project members and advisors are different: members are people from your organization; advisors are the AI perspectives selected for a meeting.

Fictional Northstar Labs project members panel showing owner, editor, and viewer roles — Add only the people who need access to this work. Their project role does not change which AI advisors join a meeting.

Step 5

Start with one decision.

Once the project has a home, open a meeting and describe the decision ahead. CONSELA researches it, challenges the first findings, and keeps the result in the project for the next question.

Read the meeting flow