EXAMPLE WORKFLOW · READ + WRITE
Turn meeting notes into a separate project brief
Find my document that mentions the launch checklist. Read it and propose a project brief with goals, open questions and next steps. After I approve the draft, create a new document; leave the original notes unchanged.
- Search for the relevant document and read its text before drawing conclusions. Ask for clarification if several documents match.
- Review the proposed brief in the conversation. With a read + write key, the assistant can create the approved text as a new, clearly named document.
- Open the new brief in Docs to check the wording and apply headings, layout or other formatting in the editor.