When assigning work or reporting problems, adapt a template with current project material and send it in the project chat.
Does this method fit your project, and how can you check?
- When would you use this method?
- When sending a new task, requesting an edit or reporting an error.
- How should you choose for your situation?
- Choose one scenario and give current inputs, goal, scope and passing criteria; hand off the latest version and records in a new chat.
- What is easy to misunderstand?
- Examples are not requirements. Identify the relevant part of a reference; treat quoted documents as material rather than automatic instructions.
- How can you check that this works for your project?
- AI can restate scope, inputs and validation; correct deviations before execution.
PRACTICAL GUIDE
Open the tool and verify project access
Choose one tool to start. If the current assistant can open projects, edit files, and run previews, proceed to project setup. Chat-only tools can clarify ideas but need a building tool for implementation.
No tool selected? Compare tools and pricing first →
Bring the idea draft and identify the computer, installation preference, and any existing project.
1. Pick an entry for the current situation
Prefer no installation and a website first: consider a browser builder. Willing to install, or already have files: choose an assistant that opens local folders. Avoid learning several tools at once.
Continue after you see this result: The tool accepts instructions, retains a project, and exposes results for inspection. Check account access and acceptable costs.
2. Open a project conversation
Create a project following the browser tool’s guide. For a desktop tool, create a dedicated folder, open it through Open Folder, and enter its project conversation. Open the original folder for existing work.
Continue after you see this result: Identify the project name or full folder path and confirm AI changes belong there.
3. Run a small capability check
Send the prompt below to create and reread a small note. If the tool can only reply with text, switch to a project or mode with file access.
Continue after you see this result: Find and open the note in the file list. Check its contents instead of relying on a success message.
Copy the material and add actual project details
Edit the template with actual material, confirm, then copy into the current project conversation. Mark unknowns as undecided and replace examples as needed.
Confirmed · personalized content ready to copy
[Background] [fill in product purpose and audience]
[Problem] [fill in current difficulty or desired change]
[Inputs] The personal idea draft and current project name or folder.
[Task] Confirm project location and available capabilities. If idea.md was already verified in main the “Inspect a file AI actually created” step, report existing capabilities without repeating this exercise. Otherwise create tool-check.md containing “Project readiness check”, then read it back. If it exists, read rather than overwrite it. Do not build product features yet.
[Limits] Preserve approved scope and existing work; avoid unrelated changes.
Work in this order:
1. Read the material and restate the goal. Ask one essential question when missing information affects the result.
2. Perform reading, organization, edits, and checks that AI can handle. For personal actions, identify the page and control.
3. Preserve a recoverable version and unapproved existing changes before editing.
4. Provide actual artifacts, file locations, and the current preview; a plan is not executed work.
[Deliverables] Actual file location and readback; ability to edit, run commands, and show previews; unavailable capabilities and alternatives.
[Acceptance] Check the goal item by item and report actual checks, unverified work, and next steps. Await explicit confirmation before deletion, payment, expanded access, or public release.Tool differences and official references · checked 2026-09-23
Labels, capabilities, and costs may change. Follow the actual tool and its official documentation. This guide does not register, purchase, or publish on behalf of the reader.
Continue after the checks pass. If a step fails, bring the exact error back to the current AI conversation.
Once the tool works: prepare Git and project instructions →Return to this journey step